WAP Help and User Guide – Installation For Sage 200
Table of Contents
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
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.
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.
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.
Enter your customer information, then press Next:
Enter the same SQL details as you used for the websetup earlier then press Next:
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)
Ensure the password will not expire, and that the WAP user has access to all companies:
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):
Ensure that the User is set to remote access only, and assign the previously added WAP user to the role:
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:
Choose Simple Mode, then click browse, and locate the 2011 Sicon WAP Addons.sdbx file which you unzipped earlier. Click Open, then click Install.
Once Installed, Press Finish.
Repeat this for the Sicon.API.Sage200 (Common Components).sdbx add-on which is included in the package.
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:
Locate and select the WAP Addons tickbox, then press OK:
Note: it is recommended that the settings option is only enabled for sage administrators
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:
Enter any enable strings you have been issued, then press Next: (alternatively, you can enable a 30 day trial of all modules)
Next you can configure the approval route options:
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.
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.
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.
Press Next, and then press Finish to complete the setup wizard.
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:
Then click the Sage connections button:
Then click Add a New Database Connection:
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:
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.
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.