GUMU for Sage ACT!

Sage 100 Integration | Installation Guide | Greytrix

GUMU for Sage ACT! Sage 100 ERP Integration (2.2)

Installation Guide

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Updated on 18 September 2012

This Documentation is intended to provide assistance to the users for installation and running of the program that has been developed by Greytrix. Some of the steps that have been covered in the documentation may or may not be applicable in some cases, but we intend to make sure that all the points are covered for smooth installation & running of the program on the system. For any problems or more clarifications that have not been covered in the documentation, we request you to please get in touch with us (Greytrix) on sage@greytrix.com. There are some points that are listed in the notes section of the documentation. These notes have been listed as a reference or knowledge purpose for the reader which can be termed as references to the points mentioned in the user guide.

GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

GREYTRIX PRODUCT LICENSE AGREEMENT

The text and other materials that have made available on our website are governed by the following license agreement that will be attached in the respective software's which you intend to download. By clicking the "SUBMIT", you express your rights by your full agreement to be bound by these terms and conditions. Greytrix assumes no liability or responsibility for any consequence or results that may occur as a result of using of our software's. Also the documents that are provided as examples only and are not intended to be used in actual business transactions without thorough review and enhancement by the user. You acknowledge that data storage and any data conversions are subject to the likelihood of human and machine errors, omissions, delays, and losses, including inadvertent loss of data or damage to media, which may result in loss, or damage to you and/or your property. GREYTRIX shall not be liable for any such errors, omissions, delays, or losses, unless directly caused by data conversion for the Software performed by GREYTRIX Greytrix retains full copyright on all our materials. You may download them and use them for any purpose EXCEPT you may NOT: - Retransmit the documents and software's electronically, - Contrary-engineer, de-compiles, or Remove any Greytrix copyright information, or, - Market or sell the software in any venue. The Software and Documentation are protected by United States patent, copyright and other intellectual property laws, and international treaty provisions. All right, title and interest in and to all copyrights, patents, trade secret rights, trademarks and other intellectual property rights in and to the Software (including, but not limited to, any images, photographs, animations, video, audio, music, text, and "applets" incorporated into the Software) and Documentation, are owned by GREYTRIX You acknowledge that Your possession, installation, or use of the Software does not transfer to You any ownership, title, or register able interest of any kind to the intellectual property in the Software, and that You will not acquire any rights to the Software except as expressly set forth in the EULA attached in the installation kit that you will download hereupon. If you have any questions concerning these terms and conditions, or if you would like to contact GREYTRIX for any other reason, please call +91-22-67687800. You may also reach us at http://www.greytrix.com or email us at sage@greytrix.com

GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix
1. License Grant Subject to the payment of all applicable license fees, and the terms and conditions of this Agreement, GREYTRIX hereby grants to you a limited, non-sub licensable, non-exclusive, non-transferable right to use one copy of the specified version of the Software and the accompanying documentation, solely for your individual use. Documentation shall include, but not be limited to, any printed materials, "online" or electronic data provided by or obtained from GREYTRIX with regard to this Software ("Documentation"). Even though copies of the Software may be provided on media of different formats, copies of the Software on different media formats do not constitute multiple licenses to the Software. If the Software is licensed as a suite or bundle with more than one specified Software product, this license applies to all such specified Software products, subject to any restrictions or usage terms specified on the applicable product packaging that applies to any of such Software products individually. 2. Copyright The Software and Documentation are owned by Greytrix or its suppliers and title remains in Greytrix or its suppliers. 3. Other Restrictions You may not rent, lease or assign the Software. YOU MAY NOT MODIFY THE SOFTWARE IN WHOLE OR IN PART. 4. Feedback 4.1 Reporting Obligations You agree to provide feedback to Greytrix which describes your experience with the Software. You agree that you will notify Greytrix of any errors in the Software. You also agree to document any comments, problems, suggestions, or questions that you have regarding the product and send sample output when applicable. You agree to review the related documentation and supporting materials supplied by Greytrix and provide comments where appropriate to indicate vagueness, typographical errors and incorrect material. 4.2 Supportive Information Any ideas, suggestions, modifications etc. made by you with respect to the Software or documentation ("Supportive Information") will be the property of Greytrix. You agree to assign all right, title and interest worldwide in the Supportive Information and the related intellectual property rights to Greytrix and to assist Greytrix at their expense, in perfecting and enforcing such rights. Notwithstanding the above, you may also use such Supportive Information for your internal use.

GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix
5. Confidentiality 5.1 Confidential Information You acknowledge that the Software and Documentation incorporates trade secrets of Greytrix in that the Software and Documentation involves processes, techniques, algorithms and compilations of information that are secret, confidential and not generally known to the public and which are the product of Greytrix own expenditure of time, effort, money and creative skills. 5.2 Limitations on Use

(a) You agree that you will take all reasonable measures required to protect Greytrix rights in the Software and Documentation. (b) You agree that you will not use the Software and Documentation or circulate it within your own organization, except as necessary to carry out the internal use and evaluation work authorized under the terms of this Agreement. In particular, you agree to maintain the existence, features and capabilities of the Software and Documentation as secret and confidential until receipt of notice from Greytrix stating that you can disclose the existence, features and capabilities of the Software and Documentation to the public or until the Software and Documentation are introduced for license to the general public.

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No Liability for Consequential Damages IN NO EVENT SHALL GREYTRIX BE LIABLE TO YOU FOR ANY CONSEQUENTIAL, SPECIAL, INCIDENTAL OR INDIRECT DAMAGES OF ANY KIND ARISING OUT OF THE USE OF THE SOFTWARE AND DOCUMENTATION, EVEN IF GREYTRIX HAS ADVISED ABOUT IT.

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Entire Agreement You acknowledge and agree that you have read this Agreement, understood it and that it is the entire agreement between you and Greytrix which supersedes any prior agreement, whether written or oral, relating to the subject matter of this Agreement.

GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

CONTENTS:Pre-Requisites for Installing GUMU Integration..6 Installation Instructions First Time Installation.8 GUMU Sage 100 Service Setup....8 Sage 100 Server Additional GUMU Settings....11 GUMU Sage ACT! Setup...16 Upgrading GUMU ACT! Link..19 Using GUMU ACT! Link in Workstation Environment.19 ACT! MLink Data Migration Utility Pre-Requisites for Installing ACT! MLink Migration .21 ACT! MLink Migration Setup ......21 Contact us.24

GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

PRE REQUISITES FOR INSTALLING GUMU (NEW INSTALLATION)

1. Operating System Requirements: ON SAGE 100 ERP SIDE:
The GUMU Sage 100 (MAS 90/200)ERP setup should be installed on the system where Sage 100 Server is installed, it is necessary that the host operating system where your Sage 100 system is installed should be any one of the following: Windows Server 2003 OS Windows Server 2008 OS Windows 7 OS Windows Vista OS

ON ACT! SIDE:
The GUMU ACT! Setup should be installed on the ACT! Server and all ACT! Workstation systems.
Note The ACT! System can be on any of the OS as mentioned above including Windows XP.

In case of Stand-alone System you have to install the GUMU Sage 100 and ACT! Setup on the same machine.

GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

2. Versions Supported
SAGE ACT!:
ACT! 2013 Sage ACT! Premium (access via windows) 2013 Sage ACT! Pro 2013 ACT! 2012 Sage ACT! Premium (access via windows) 2012 Sage ACT! Pro 2012 ACT! 2011 Sage ACT! Premium (access via windows) 2011 Sage ACT! Pro 2011 ACT! 2010 ACT! by Sage Premium (access via windows) 2010 ACT! by Sage 2010

SAGE 100 ERP:

Sage 100 ERP [Standard/Advanced] version 4.5 (including Sage 100 Advanced SQL version) Sage 100 ERP Advanced SQL (version 4.45) Sage 100 ERP [Standard/Advanced] version 4.4 Sage 100 ERP [Standard/Advanced] EES version 4.4
Note: Sage 100 Installation must include Accounts Receivable, Sales Order and Inventory Management for Customer Integration. Sage 100 Installation must include Accounts Payable, Purchase Order and Inventory Management for Vendor Integration.

3. Hardware Requirements
Sage 100 ERP Processor Memory Free Disk Space As Recommended for Sage 100 Minimum 2 GB (Recommended 4 GB) As Recommended for Sage 100 Sage ACT! As Recommended for Sage ACT! As Recommended for Sage ACT! As Recommended for Sage ACT!

GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

4. Software Requirements
.NET Framework 3.5 needs to be installed on both Sage 100 Server and Sage ACT! Server as well as Workstations. You can download the same from Microsoft site.

5. Third Party Customizations

It must be noted that 3rd party customizations in Sage 100 ERP in any of the following may create problem in writing data in Sage 100: Customer Maintenance Vendor Maintenance Sales Order

INSTALLATION INSTRUCTIONS:
First Time Installation
The installation process consists of installing GUMU on; Sage 100 ERP Server Sage ACT! Server and Workstations

GUMU Sage 100 Service Setup:

Double clicking the SETUP.EXE inside GUMU_MAS90200_Setup.zip displays Welcome window.

Click Next to begin product installation. The Software License Agreement Window appears

GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

Select I Agree the terms of the license agreement to proceed further.

When .NET Framework 3.5 is not installed

Clicking on the Accept button will download .NET Framework.

GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

Downloading may take couple of minutes.

Caution Make sure your Internet Connection is well established.

Click Next to start GUMU installation.

Click Close to complete your GUMU Installation for Sage 100 Server.

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GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

Sage 100 Server Additional GUMU Settings:

1) In Company Maintenance set Allow External Access.

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GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

2) We need to add an exception in Windows Firewall (if exists) for GUMU Sage 100 Service, so that the ACT! Users can access this service. This can be done by following the steps given below. Go to Control Panel -> Windows Firewall. Click on the Exceptions tab of the Windows Firewall Screen

(Note: In case of Windows 7/Vista/2008 Server, click on Allow a program or feature through Windows Firewall on the Upper Left corner of the screen to add an exception) Click on Add Program button and the following screen would appear.

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GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

Click on Browse and navigate to the GUMU Link Installation folder (C:\Program Files\Greytrix\Greytrix GUMU MAS90200 Service).

Select Greytrix.Mas90.WindowsService.exe and Click on Open.

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GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

Now, Click on OK and the following screen would appear.

Again click on OK to close Windows Firewall window.

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GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix 3) Finally, we need to start the GUMU ACT! Link MAS90200 Service. This can be done by following the below mentioned steps. I. Click on Start -> Run -> type Services.msc.

II.

Locate GUMU ACT! Link MAS90200 Service and click on Start at the top left corner of the screen.

Alternatively, we can restart the machine and service would start automatically. (Note: If during start of GUMU ACT! Link MAS90200 Service you get this warning message:

Try changing the port number GUMU ACT! Link is using and then restart the service. To change the Port Number GUMU ACT! Link is using: 1. Go To C:\Program Files\Greytrix\Greytrix GUMU MAS90200 Service 2. Open Greytrix.Mas90.WindowsService.exe.config file in notepad. 3. Find add baseAddress and you will get <add baseAddress= net.tcp://localhost:8523/Service />. Here 8523 is the port number GUMU ACT! Link is using, change it to a different port number.

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GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

GUMU Sage ACT! Setup:

Caution Make sure everyone is logged out from Sage ACT! before installing this setup. Double clicking the SETUP.EXE inside GUMU_ACT2MAS90200_Setup.zip displays Welcome window.

Click Next to begin product installation. The Software License Agreement Window appears.

Select I Agree the terms of the license agreement to proceed further.

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GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

When .NET Framework 3.5 is not installed.

Clicking on the Accept button will download .NET Framework.

Downloading may take couple of minutes.

Caution Make sure your Internet Connection is well established.

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GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

At click of Next button following screen will appear.

Click Next to start GUMU installation.

Click Close to complete your GUMU installation for Sage ACT!.

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GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

UPGRADING GUMU ACT! LINK

How to update your Current GUMU ACT! Link Version - Kindly follow below steps to upgrade the GUMU ACT! Link at your end: 1. 2. 3. 4. 5. 6. 7. Take a backup of GUMUERPCONFIG.XML xml file located at C:\Program Files\Greytrix\Greytrix GUMU MAS90200 Service Uninstall MAS side setup (from MAS server machine) Uninstall ACT! side setup (from each ACT! machine) Follow Installation Instructions from page no. 8 to page no. 18 of this guide. Install new MAS side setup (on MAS Server machine) Install new ACT! side setup (on each ACT! machines) Start the GUMU ACT! Link - MAS90200 Service

NOTE: After upgrade of the link if you do not find the configured Sage 100 Company in the Sage 100 Configuration screen. Please close the Sage 100 Configuration screen and copy GUMUERPCONFIG.XML xml file [Backup taken in Step 1] and paste it at C:\Program Files\Greytrix\Greytrix GUMU MAS90200 Service. You should now have the list of Sage 100 Companies configured at Sage 100 Configuration screen.

USING GUMU ACT! LINK IN WORKSTATION ENVIRONMENT

Here are the options and steps to use GUMU ACT! Link in Workstation environment. Option 1: 1. Create a new Windows User with account type as Computer administrator on Server machine and all ACT! Workstation machines. Provide the below credentials: a. Name: GUMUUser b. Password: gumuuser 2. Login to Workstation machine with the user you were using till now. 3. Right click on Sage ACT! and click on Run as In Run As window select GUMUUser instead of Current user and Test Connection.

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GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

Option 2: 1. Create a new Windows User with account type as Computer administrator on Server machine and all ACT! Workstation machines. Provide the below credentials: a. Name: GUMUUser b. Password: gumuuser 2. Login to Workstation machine with GUMUUser 3. Open Sage ACT! and Test Connection.

Lets see this with an example. A client is having 3 machines [1 server (e.g. Windows Server 2008 R2 or Windows Server 2003) and 2 workstations (e.g. Windows 7 or Windows XP)]. All are in a Workgroup named DEMO. Sage ACT! server and Sage 100 ERP server are installed on the server machine whereas Sage ACT! workstations are installed on the 2 workstation machines. Server machine name is Demo1 whereas workstation machine names are Demo2 and Demo3. After installing GUMU ACT! Link on server as well as workstation machines below are the steps you need to follow to allow access to Sage 100 data for Demo2 and Demo3 machine users. 1. Create a new Windows User with account type as Computer administrator on Demo1, Demo2 and Demo3. Provide below credentials to all of them: a. Name: GUMUUser b. Password: gumuuser 2. Allow login to Workstation machines to both the Demo2 and Demo3 users with the login they were using till now. 3. Right click on Sage ACT! and click on Run as In Run As window select GUMUUser instead of Current user. These 3 steps will allow ACT! Workstation users to access Sage 100 data using GUMU ACT! Link.

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GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

ACT! MLINK DATA MIGRATION UTILITY PRE REQUISITES FOR INSTALLING ACT! MLINK MIGRATION
Process to be followed before installing the ACT! MLink Migration Sage ACT! Link should not be uninstalled, as our Migration tool uses that to migrate data. After migration you can uninstall the Sage ACT! Link. You can directly upgrade from your older version of ACT! to latest ACT! version or uninstall your older version of ACT! and then install the latest ACT! . Similarly for Sage 100 ERP you can upgrade from older versions to the latest Sage 100 ERP version or uninstall your older version of Sage 100 and then install the latest Sage 100 ERP. So to summarize before running the ACT! MLink Migration setup, user need to make sure that system has the following configured: Sage 100 with GUMU Sage 100 side Setup Sage ACT! with GUMU ACT! side Setup Sage ACT! Link installed The ACT! MLink Migration setup has to be installed on ACT! Server.

ACT! MLink Migration Setup:

Double click the SETUP.EXE inside ACT_MLinkMigration_Setup.zip to start the installation of Greytrix GUMU ACT! MLink Migration. Setup will check if ACT! is Installed on the system. If ACT! is not installed then the below screen will appear and installation process will not proceed further.

If the ACT! is installed on your system then the below screen will appear.

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GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

Click Next button to start the installation. The Software License Agreement Window appears

Select I Agree the terms of the license agreement and click Next button to proceed further.

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GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

Click Next button to start ACT! MLink Migration installation. The below screen will be appear.

Click Close button to complete the installation of ACT! MLink Migration on your computer.

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GUMU for Sage ACT! Sage 100 Integration | Installation Guide | Greytrix

About GUMU
GUMU is a data frame providing migration and integration solutions created by Greytrix. GUMU using web enabled or desktop applications can integrate the systems bi- directionally as well as migrate the information from current less efficient to more powerful and robust system. GUMU has served the organizations who wish to take a giant leap in the process which drives its organization, IT being an invariable parameter of it. GUMU has reached tens of thousands of its users, who are now celebrating its presence, as GUMU has empowered their business information flow process and projected the exponential growth of their business.

About The Greytrix Company

We are the only company in the world with a unique business model which is reseller centric for providing vertical addons, integration and migration solutions as well as a one stop service for MULTIPLE product lines in the SME segment. We started at a time, when the entire IT industry was moving towards the Dot Coms (ended up being dot bombs!) but decided to take the road less travelled and entered the SME business application market, adding a fresh, new and unique way of facilitating businesses in this segment.
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For Further details or Clarifications kindly contact us at - sage@greytrix.com Greytrix: - http://www.greytrix.com Sage CRM Blog - http://www.greytrix.com/blogs/sagecrm Sage ERP X3 Blog - http://www.greytrix.com/blogs/sagex3 Sage 100 / ACT Blog - http://sagemas.blogspot.com Sage 300 ERP Blog - http://www.greytrix.com/blogs/sage300erp * Greytrix, Sage and GUMU TM product or service names mentioned herein are registered trademarks and are properties of their respective owners. *All other names, logos and trademarks are properties of their respective owners.

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