Product overview


1. Basic Installation – Sage 200

This document will guide you through installing Sicon WAP onto a server, configuring email if required, and connecting to a Sage 200 Database.


1.1. Prerequisites & Recommendations

Before attempting to install Sicon WAP, please ensure the following prerequisites are fulfilled.note: if Sage 200 Server is installed, most of these will already be enabled.

Server

  • Windows Server 2008 or above(4GB RAM or greater recommended), (2.0 Ghz or Greater recommended) Web Server and Application Server Roles are installed.
  • IIS: All common HTTP features are installed, such as Static Content, ASP.NET, Windows Authentication should also be installed. (See example picture).
  • .NET Framework: 4.5 or greater.
  • Sage 200 Client: Version 2011 Service Pack 1 or later Installed (Service Pack 5 will *REQUIRE* the Sage Hotfix for Bug 5095 installed).
  • SQL Server: An available SQL Server 2005 or later is available with sufficient access rights.
  • Documents: A Existing local folder where WAP can save documents to, e.g C:\WAPDocs or E:\WAPDocs.
  • If POP Posting is required for Requisitions, Auto Generate Order Return numbers must be turned on in Sage 200.
    If SOP Posting is required for Sales Orders, Auto Generate Order Return numbers must be turned on in Sage 200.
  • 3rd Party Integration enabled in Sage 200 (for WAP add-on package)

Clients

  • Microsoft Internet Explorer 9 or greater.
  • 1GB RAM or greater (2GB+ recommended)
  • 2GHz processor or greater
  • JavaScript Enabled
  • Popups enabled for WAP server address
  • Minimum 1024×768 resolution
WAP Install - Web Services

1.2. Installing the WAP web server

Download and Unzip the install files to an accessible location, such as a folder on the desktop. Run the websetup.exe installer, (setup will install the Microsoft report viewer if required). Press next upon accepting the Sicon License agreement.

WAP Installation - websetup WAP Install - license

Next you will need to select the SQL Database to host the WAP Database. This does not have to be on the same server as the Sage data. The authentication method here is only used to install and configure the database. Press Next once this information is entered.

WAP Install - SQL

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


1.3. Installing the Sage 200 v2011 WAP Services

In the location that you downloaded the WAP installer files, locate and run the Sage 200 2011 Service file. Press next upon accepting the Sicon License agreement.

WAP Install - Sage 200 Service  WAP Install - service license

Enter your customer information, then press Next:

WAP Install - customer info

Enter the same SQL details as you used for the websetup earlier then press Next:

WAP Install - service SQL

Ensure you select the ‘Complete’ option, then press Next. Then Press Install to start the installation, and press Finish once its complete.


1.4. Creating the WAP User account and role in Sage System Administrator

Open the Sage System Administration, and create a new user for WAP to use. (e.g. Username: wap / Password: wap)

WAP Install - Add new user WAP Install - Enter User Data

Ensure the password will not expire, and that the WAP user has access to all companies:

WAP Install - User General WAP Install - Company Access

Press OK to save the user, and Press Yes to confirm there are no roles yet (this is the next step).

Next, locate the Roles section, right-click and choose Add New Role, and Enter a role name (e.g: wap):

WAP Install - Add new role WAP Install - Enter Role Data

Ensure that the User is set to remote access only, and assign the previously added WAP user to the role:

WAP Install - Remote Only WAP Install - Selected User

Click OK to save the new role.


1.5. Install the Sage 200 WAP Add-on

The WAP Add-on installs these WAP related features to Sage 200:

  • Self-Reversing Journals
  • POP Order Return Accruals Report
  • A setting to enable/disable Unauthorised Invoices being ticked.

In the Sage System Administration, locate the Add-Ons section. Right-click and choose to add a new add-on:

WAP Install - Add new addon

Choose Simple Mode, then click browse, and locate the 2011 Sicon WAP Addons.sdbx file which you unzipped earlier. Click Open, then click Install.

WAP Install - browse for addon

Once Installed, Press Finish.

Repeat this for the Sicon.API.Sage200 (Common Components).sdbx add-on which is included in the package.

WAP Install - addons installed

Next, choose a user and/or admin role to assign the extra sage  features to, (it is recommend that at least the ‘Administrators’ role is assigned these features) right-click and choose Features:

WAP Install - Features2

Locate and select the WAP Addons tickbox, then press OK:

Note: it is recommended that the settings option is only enabled for sage administrators

WAP Install - WAP Addons Feature2

 


2. First Run Setup Wizard

Open your web browser and enter http://<server name>/WAP (e.g http://wap-srvr/WAP)

note: as with all web applications, there may be a slight delay when WAP is first loaded.

You will be greeted with the WAP login screen. enter admin/admin for the username/password and click log on:

WAP Install - logon

Enter any enable strings you have been issued, then press Next: (alternatively, you can enable a 30 day trial of all modules)

WAP Install - Enable Strings

Next you can configure the approval route options:

WAP Install - Approval Settings

these are explained later, so unless you already know your specific requirements, the defaults which are already chosen for you can be used. In which case, click Next to continue.

On the next screen you can choose to enable the WAP email system, and enter details of your email server. if you do not wish to use this feature or do not have access to your email server settings, these can be entered later once the system is setup.

WAP Install - Email Server Details

Once you have entered the details, or chosen not to use email, press Next.

On this screen you can enter your company name, and upload logos for the log in screen and purchase requisitions. These settings can be changed later.

WAP Install - Name and Logo

Press Next once this is complete.

On the next screen you can configure the link that appears on WAP emails (if enabled). It is important not to use ‘Localhost’ or 127.0.0.1 as this will not work on any clients. You must then enter the local path for WAP to store documents, and press Check to ensure that WAP can access this folder.

WAP Install - Misc settings

Press Next, and then press Finish to complete the setup wizard.

WAP Install - Finished

 


3. Connecting to Sage 200

WAP will work scross multiple companies, this step is to establish a link between Sicon WAP and a Sage 200 Company.

First, from the WAP homepage, locate and click the system settings icon at the top menu:
WAP Install - System Settings

Then click the Sage connections button:

WAP Install - Sage connections

Then click Add a New Database Connection:

WAP Install - Add new connection2

On the next screen, enter the details of the company you wish to add. Ensure the connection type is set to Sage 200, and the WAP username and password will be the one setup earlier (e.g wap/wap), and select the SQL server and database that contains the company:

WAP Install - Sage Connection Details

Leave the SQL Username and SQL Password as the default (WAPUser) and press Save. This will then return you to the Sage Connections screen, and your new company should be listed. The system base currency will also be set.

WAP Install - Finished new connection2

This completes a Basic Installation of WAP with Sage 200, ready for configuration of users, approval routes and any other enabled options.

 


4. WAP / Sage Connection

Please note, in order for WAP and Sage to link correctly, you will need to log onto Sage as the WAP user at least once on the computer that has the WAP service installed on.


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