Sicon CRM Web Install Help and User Guide


Table of Contents

Product overview


1. Installing Sicon Web API

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Having completed the main installation please review the following.

Ensure you have a Domain User called SiconWebAPI and add the user to:

  1. The Sage 200 Users Group
  2. The Local Administrator Group on the Sage Server

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Initially add the SiconWebAPI role to a standard Sage 200 role that allows them to logon to Sage 200. This is only necessary once. It is essential that this is done.

Having done that, create a Remote User Only role called SiconWebAPI (this role does not need to have any features enabled against it)

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Ensure that the SiconWebAPI User is set as a Web User, a member of the SiconWebAPI role and has access to All Companies.

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The SiconWebAPI role does not need to have any features but ensure that the role is designated as a Remote Users Access Only otherwise the SiconWebApi user will take up a Sage 200 licence.

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Ensure any users that wish to use Sicon CRM Desktop are assigned to a role that has the features for Sicon CRM enabled.

For any users who will only be using the Sicon CRM Web and / or App they must still be setup as a Sage User and assigned to a role that is denoted as a Remote User only Role. The role will need the appropriate Sicon CRM features selected.

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Run the SiconWebAPI 200c Installer

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  1. Select your default Sage 200 Company from the Sage 200 System Admin (note, this has to be typed in).
  2. Specify the password for the actual WebAPI home screen by default the Username is Admin and the Password is admin. It is recommended to change the password here. (Note – this is NOT the SiconWebAPI Password as specified in Active Directory when you created the SiconWebAPI user).
  3. Specify the Sage 200 share location

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Confirm that SiconWebAPI User:

  • Is a member of the Local Administrators Group on the Sage Server
  • Is a Sage 200 User with a Sage 200 Web Licence
  • Has actually logged onto Sage 200 as this user at least once

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Finally Click on Install

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This will have installed the SiconWebAPI website into the Default Website in IIS along with its Application Pool:

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The information is held in the folder in C:\Inetpub\wwwroot\

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Two services are also installed as a result. Ensure both have started.

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2. Installing Sicon CRM Web

Having successfully installed the Sicon Web API you now need to install the Sicon CRM Web using the Web Installer.

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Next you must specify the URL of the SiconWebAPI:

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If this an Internal URL it is recommended that you replace localhost with the server name.

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Alternatively if an external access hostname has been decided upon (e.g. crm.company.com, sageservices.company.com etc) you would replace as below:

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See External Access below.

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Finally click finish.

This will have installed the SiconCRM website into the Default Website in IIS along with its Application Pool:

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The information is held in the folder in C:\Inetpub\wwwroot\

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Within the Sicon CRM Folder there is a file CRMConfig.js. You can manually adjust the location of the SiconWebAPI folder here.

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3. External Access

To enable External Access is available, ensure the following:

  • An external access hostname has been decided (e.g. crm.company.com, sageservices.company.com etc).
  • A Valid Trusted SSL certificate is installed on the server.
  • Split-DNS is configured so the External Hostname resolves to the Internal IP address of the server (e.g. crm.company.com resolves internally to 192.168.0.1), but resolves to the External IP address (e.g. 81.123.123.123) when outside the network.
  • Firewall ports opened to allow access to the Sicon WebAPI. NB: a port number can be chosen by customer’s IT if they don’t wish to use port 443.
  • If required, sufficient company VPN access is provided so that the internal site can be accessed by the users externally. NB: Customer IT Infrastructure is NOT a Sicon responsibility.

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