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SData installation and configuration

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Resolution

CAUTION: These steps require knowledge of database engines and application databases (DBs) used by your Sage product (including Microsoft/Transact SQL, Pervasive SQL, or MySQL, etc.). Customer Support is not responsible for assisting with these steps and cannot be responsible for errors resulting from changes to the database engine or DBs. Before making changes, backup all system and application DBs required for a full restore. Contact an authorized business partner or DB administrator for assistance.
CAUTION: This solution requires advanced knowledge of your computer's operating system. Contact your system administrator for assistance. Modifying your Windows Registry incorrectly can severely affect system operations. Sage is not responsible for operation issues caused by incorrectly modifying your Windows Registry. Always create a backup of your data before proceeding with advanced solutions. 

The following requires familiarity with IIS and SQL administration. Sage cannot assist with IIS website configuaration or SQL administration.

Windows Server Configuration

Create a Windows User with sufficient rights to read, write and delete data in Sage. In addition the Windows User account must have Read and Execute rights to the Sdata folder on the IIS Server. Typically this path is "C:\Program Files (x86)\Common Files\Sage\SData\"

Configure IIS

  1. Create a website in IIS
  2. Add the ASP .NET 4.5 (or ASP .NET 3.5 for older IIS versions) Role to IIS using Windows Server Roles and Features Wizard.
  3. Add an SSL Binding and Server Certificate to the website. This can be a self-signed certificate.
    Confirm that the website can be accessed via SSL

Configure SQL (For Sage 100 ERP Premium only)

  1. Create a SQL user with the same name as in the prior step
  2. Bind the SQL user to the required MAS_xxx company databases.
  3. Asign the SQL user DB_Reader rights (and DB Writer to write data to Sage 100 Premium) to the afformentioned company databases.

Example SQL script (assumes the MAS_XXX database is selected):

   EXEC sp_addrolemember N'db_datareader', N'SdataUser'

Configure Sage 100 ERP

  1. Go to Modules, Library Master, Setup, System Configuration
  2. On the Security Tab, check "Enable Native Sdata Provider and Access within Role Maintenance" and press Accept.
  3. Go to Modules, Library Master, Main, Role Maintenance
  4. Create a Role with sufficient rights to access the required modules Sdata will be used for (For example Sales Order Entry, Sales Order Invoice Data Entry). Click the Sdata tab and check the required tables; these tables will be logically named based on the data entery screen. For example Sales Entry will use the SO_SalesOrderHeader and SO_SalesOrderDetail tables.
  5. Click Accept and exit Role Maintenance
  6. Go to Modules, Library Master, Main, User Maintenance
  7. Create a user with the same name and password used in SQL and Windows
  8. Asign the role created in step 4 to this user.
  9. Click Accept.

Install the Sdata Adapter

Install the Sdata Adapter from the root of the installation image; when prompted enter the windows user from the windows configuration step.

Test the website by reading from a table

for example

https://cai100sdataiv/SData/MasApp/MasContract/ABX/AR_Customer

Enter the Sdata user name and password, a list of records will be displayed if successful. You will not be prompted if the windows user account does not have sufficient rights as defined above.