Product overview


1. Basic Installation – Sage 200

This document will guide you through installing Sicon WAP onto a server and connecting to a Sage 200 Database.

A video of the process is also available within the Technical Area of the Business Partner Portal.

 


1.1. Pre-requisites & Recommendations

Before attempting to install Sicon WAP, please refer to the WAP Install Form on the Business Partner Portal to ensure the pre-requisites are fulfilled.  N.B. if Sage 200 Server is installed, most of the prerequisites will be met.

Unlike Sicon Add-on modules, WAP cannot be downloaded from the Business Partner Portal and Sicon will need to provide the files relevant to the customer’s version of Sage.  Download and unzip the install files to an accessible location, such as a folder on the desktop.


2. Installing WAP

The overall steps to install WAP are highlighted below:

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It is recommended to use the Sicon Pre-Requisite tool to install WAP.  Alternatively, the WAP files can be installed manually.  Further information on each step and either install option are contained in the following sections.


2.1. Creating AD User

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This must be completed prior to a WAP install taking place.

An Active Directory Domain user needs to be created specifically for WAP, by the IT resource prior to the WAP installation taking place.  This user will then need to be linked to the Administrators and Sage 200 Users Active Directory groups.

Below a new user “WAP” is being created; make sure this user’s password is set to never expire.

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Link this user through to the ‘Sage 200 Users’ and ‘Local Administrators’ Active Directory security groups.

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If WAP and Sage are installed on different servers, the WAP Active Directory user needs to be a local administrator on both the Sage Server and the server that WAP will be running on.


2.2. Create Folder for WAP Documents

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Create a new folder for WAP to save documents to if not already done.  Make sure this is a local folder the WAP user has access to; ideally this is held in the root of the data drive and would usually either be created as C:\Sage\WAPDocs or E:\Sage\WAPDocs.

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2.3. Installing Add-Ons

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All required add-ons should have been sent with the WAP install files, and are also available on the Business Partner portal – Project Admin area – Product Downloads.  The Sicon Product Installer and Updater Tool is also available here and is recommended to download the required add-ons.

If only WAP is to be installed, the required add-ons are;

  • Sicon WAP Addons
  • Sicon Common Components
  • Sicon Common Components Reports
  • Sicon DevExpress 18.1 Package 1
  • Sicon DevExpress 18.1 Package 2
  • Sicon WAP Addons

Open the Sicon.AutoInstaller application:

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Select the Sicon Procut version, tick the relevant modules to be installed and select which companies to update:

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In our example WebAPI will not be installed so UpdateWebAPI has been unticked.

If companies are not updated as part of the install, ensure companies are updated afterwards.  Green ticks will indicate that the install has completed successfully:

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2.4. Linking WAP User to Sage System Admin

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Open Sage System Admin and link through the WAP user created earlier.

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Create a new role “WAP” which has remote users access only; this will ensure the user does not take up a Sage licence when running the WAP service.

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The only user in this role should be the WAP user which should belong to no other roles.

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Make sure this user has access to all companies.

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For the purposes an install only, no features need to be added.  As best practice however, it is recommended that at least the ‘Administrators’ role is assigned the WAP Addon features initially.  Right click on a Role, choose Features.

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Locate and select the WAP Add-ons tick box and click OK.  Please see the  for more information on the features of this add-on.

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Make sure that in System Admin ‘Enforce Login Status’ is disabled:

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Finally, in the add-ons screen, check that the Sicon modules installed in the last step are showing as expected:

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2.5. Log into Sage as the WAP User

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In order for WAP and Sage to link together correctly, make sure to log into Sage as the WAP user.  Since Sage 200c, the best way to achieve this is to RDP onto the same server where WAP will be installed using the WAP user credentials created earlier.

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This will mean that once connected as WAP, the Sage installer will need to be run as they would for any other new user.

Upon opening Sage, a message that the user is in a restricted role will appear.  This is normal and as far as Sage needs to go for the WAP install.

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Click OK and Sage will close automatically.  Sign out of the RDP and return to the remaining installation steps.


2.6. Using the Sicon Pre-Requisite tool

If this method is used to install, the next two steps to install the web application and web service will not be required and users can skip to the section on Running Initial WAP Setup Wizard.

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All required installers will have been sent and will include a Sicon Pre-requisite check tool which is recommended to at least ensure all pre-requisites have been met.  It can also be used to install WAP.

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Getting Started

Ensure that the Parallel WAP Service and Web Application files are saved in the same location like above, and open the Sicon.PrerequisiteCheckTool application.  This will open the Getting Started section:

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If WAP is installed on the same server as Sage, the tool will be able to pick up the server and Sage 200 Users group automatically.  Otherwise these details will need to be entered manually.  Click next to proceed.

WAP Prerequisites

Enter the domain account name set up earlier in this guide, and enter the password as configured earlier:

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Click ‘Check Now’ to ensure there are no errors and all prerequisites have been completed.  If there are any steps with a red cross, these must be addressed before WAP can be installed.  Hover over each item to show a tooltip with further guidance:

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All pre-requisites must show with a green tick before an install will be successful:

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Click Next to proceed to install WAP through the Prerequisite tool (alternatively, move onto the next two sections which talk through installing manually).

Install WAP

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Enter the SQL instance that the WAP database will be stored on.  This is typically the same as the Sage 200 database location:

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Once the credentials have been entered, click re-check SQL Credentials.  If the installer can detect these it will enter them into the SQL Username and password boxes:

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Otherwise, these can also be entered manually.

Once all sections of this screen have been completed and green ticks are showing everything is valid, then click ‘Install WAP’ to begin the automatic install process:

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The installer will show progress updates:

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Once the install of the Application and Service is completed, a popup will appear to confirm this, and a new WAP icon will appear on the desktop:

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Click ok and move onto the ‘Running the Initial WAP Setup Wizard’ section of this guide.


2.7. Installing the WAP Web Application manually

If the pre-requisite installer in the last step has been used, this step can be ignored.  Move onto ‘Running the Initial WAP Setup Wizard’.

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Run the webapplication.exe installer.

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Press next upon accepting the Sicon License agreement.

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The next step will be to select the SQL instance to store the WAP database – this is typically the same location that the Sage database is stored.

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Click Next to proceed.

Press Install to complete installing WAP using the settings provided and once complete, press Finish to close the installer.

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2.8. Installing the WAP Service

If the pre-requisite installer has been used, this step can be ignored.  Move onto ‘Running the Initial WAP Setup Wizard’.

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From the folder with the install files, run the Service installer.

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Press next upon accepting the Sicon License agreement.

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Enter the same SQL details as used for the initial WAP installation.  Click Next to proceed.

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Enter the details of the WAP user created previously.  Click Next to proceed.

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Complete installation.

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2.9. Running Initial WAP Setup Wizard

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Open the WAP icon from the desktop (this will appear once the Web Application has been run).  Loading this page for the first time can take a long time to load initially which is completely normal as the website builds for the first time.  The only user configured will be the admin user and the password can be changed if required:

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After logging in successfully for the first time, the Setup Wizard will assist with configuring the final stages of the install.

WAP Licence

The first screen is for applying the licence and three options are available;

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  • I have a WAP Licence to apply already (for existing sites)
  • Generate a temporary WAP licence (recommended option)
  • The system is already set up and licenced (for existing sites who have already gone through the wizard)

Further details on each follow:

I have a WAP Licence to apply already

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Sicon moved to an online licencing model for WAP when version 20 was released, and therefore this would not usually be required for a new install.  Only select this if an enable string has been issued and click next to continue to the next stage of the setup wizard.

Generate a temporary WAP Licence

This is the recommended option for new installs since introducing Online licencing.

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Select the modules that are relevant to the site.  The online licence will be re-checked at the point of starting the WAP service and override the temporary string enabled at this step.  Click ‘Enable for 30 days’ to continue to the next stage of the setup wizard.

The System is already set up and licenced

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Only select this if the customer is already live and WAP has already been configured previously.  Clicking ‘System is already set up’ will exit the install set up wizard which could result in missing some key set-up for new customers.

Miscellaneous Settings

Once the licence has been applied, enter the location for the WAP Docs that was created earlier:

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Click on ‘Check’ to ensure it is accessible for WAP.

The wizard will be complete and take the user to the Sage Connections screen ready to link the Sage Database to WAP.  Move onto ‘Linking a Sage Database to WAP’.


2.10. Linking a Sage Database to WAP

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WAP will work across multiple companies but must be linked to one company to allow for further configuration.  Until this is done and the install competed, it will be normal to see warning messages that the Service is not running and no system base currency has been selected.  These will be resolved once the install has been fully completed.

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Click ‘Add a new database connection’ and enter the details of the company to add.

Copy the Company Description from Sage System Administration and choose the SQL server and database the company belongs to.  Leave the Integrated Security unchecked and the leave the SQL Username and Password as the default.

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Ensure under the Settings tab a default standard and zero tax rate have been configured.  The Sage database cannot be saved until this is done.

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2.11. Start WAP Service

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Once the install is complete, the WAP Service must be started through Services.

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Once started, check the Event Viewer to make sure that the service has started and there are no errors being logged in the Sicon applications and services log:

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Once this has been done, upon logging back into WAP, the warning messages displayed after running the initial WAP setup wizard will now have been resolved.

This completes the basic installation of WAP ready for the configuration of users, approval routes and any other enabled modules.

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3. WAP Help and User Guide - Installation for Sage 200 v20

WAP Help and User Guide – Installation For Sage 200 v20


4. New Features & Important Information