Connector Install Instructions

 

  • Sage 300 CRE
  • Directions on how to install Sage Construction Project Center Connector 

 

 

Disclaimer


 

Operating System Warning

This solution requires advanced knowledge of your computer's operating system. Contact your system administrator for assistance. Modifying your Windows Registry incorrectly can severely affect system operations. Sage CPC is not responsible for operation issues caused by incorrectly modifying your Windows Registry. Always create a backup of your data before proceeding with advanced solutions.

 

STEP 1: Set Up SCPC Login in 300

 

  • Open Sage Desktop from Start > All Programs > Sage > Sage 300 Construction and Real Estate > Desktop.
  • Log in to Sage as a Security Administrator.
  • From the Open Company list, select the company folder to be connected to Sage Construction Project Center (SCPC) and click [OK].
  • From the Tools menu, select [Security Administration].
  • Set up  a Sage “SCPC” username:
    1. Click User Setup, then click Add.
    2. Enter “SCPC” in the Username Field.
    3. On the Settings Tab:
  • Select Set initial password. (Welcome1)
  • Enter the same password in the Password Field and Confirm Password Field.    The passwords cannot contain any special characters.
  • Uncheck User must check password at next logon.
  • Check Password Never Expires.
    1. Select the Roles tab:
  • Select the Application Administrator role.
  • Click Save Changes and click the X in the upper right-hand corner to close the User Setup Window.

 

 

 

 

STEP 2: Collect information for Support

  • .  
  • From Job Cost  File > Company Settings > Custom Descriptions.
    • Scroll down the list to the line item CN Item.
    • Click on the word “Item” and then click [Set Up Sections].
    • In the Set Up Item Field Format Window, make a note of any numbers entered in the Size Field in the following sections, as these numerical values will be needed during the connector configuration in SCPC.

    1. Section 1
    2. Section 2
    3. Section 3
      • Click [Cancel] to close the Set Up Item Field Format Window.
      • Scroll down the list to the line item JC costcode
      • Click on the word “Item” and then click [Set Up Sections].
      • In the Set Up Item Field Format Window, make a note of any numbers entered in the Size Field 
      • Click [Cancel] to close the Set Up Item Field Format Window.
      • Click [Cancel] to close the Custom Descriptions Window.
  • Go under JC settings and find the Auto Commit and Auto Post checkboxes
  • From the Sage Desktop File Menu, select [Exit].
  • Verify “SCPC” login is working correctly and verify system folder.
    • Open Sage Desktop from Start > All Programs > Sage > Sage 300 Construction and Real Estate > Desktop.
    • Log in to Sage with the “SCPC” login.
    • From the Open Company List, select the company folder to be connected to Sage Construction Project Center and click [OK].
    • From the Help menu, select [About] and record the Sage 300 version for which connector to download

 

STEP 3: Create 32 Bit ODBC connection for the Connector

 

  • Create a new DSN connection
  • ***Search for Windows ODBC (32 bit) Data Source Administrator and the following pops up:

Machine generated alternative text:
ODBC Data Source Administrator (32-bit) 
File DSN Drivers Tracing Connection Pooling About 
x 
User DSN System D SN 
user Data Sources: 
Name 
Platform 
Timbedine Data Source 
32-bit 
Diver 
Timbedine Däa 
COHigure.. 
An ODBC User däa source stores infomation *out how to connect to the indicated data provider. 
user data source is only visible to you and can only be used on this complier. 
OK

  • Click on second - System DSN tab
  • Click on Add on the right

Machine generated alternative text:
ODBC Data Source Administrator (32-bit) 
File DSN Drivers Tracing Connection Pooling *bout 
User DSN System DSN 
System Data Sources: 
Name 
dernodata 
dernodata 
SAMPSON 
SCPC CONSTRUCTION 
SCPC_QA 
Platfom 
64-bt 
32-bt 
32-bit 
32-bit 
32-bt 
Diver 
Pervasive ODBC htefface 
Pervasive ODBC Client Interface 
Tmbedine Data 
Tmbedine Data 
Corfigure.. 
Tmbedine Data 
An ODBC Sßem data source ir-fomÜn about how to connect to the indcäed däa provider. 
A System source is visible to all this compl_ter. ncluding NT services. 
OK

  • Scroll to the bottom and select Timberline Data

Machine generated alternative text:
Create New Data Source 
Select a driver for which you to set a source. 
ODBC Drtver 11 for SQL Server 
Pervasive ODBC Intaface 
Pervasive ODBC Engine Interface 
Pervasive ODBC Unicode htefface 
SQL Serv•er 
SQL Server Native Client 11.0 
Trnbedine Data 
111 
6

  • Data Source Name is :"SageCPC"

Machine generated alternative text:
Data Source Name: 
Database Type: 
Database 
Data Folder: 
Timberline Data ODBC Setup 
Select Folder.. 
x 
OK 
Help 
Options

 

  • Click the "Select Folder" Button
    1. Find the data source path from STEP1, #3
  • Once setup do this last step
    1. Select Standard Descriptions
    2. Check Use Maximum table segment size

Machine generated alternative text:
Timberline Data ODBC Setup 
Data Source Name: 
Database Type: 
Database 
Data Folder: 
SageCPC 
Accounting Data Folder 
Construction Group. S.E 
Cancel 
Help 
Options 
Data Source Options 
T able Field Naming: 
Select Folder... 
Standard descriptions 
C] Use maximum table segment size 
Note: Setting this opt&l may cause this data source to be 
incompatible with non-T imberline applications. 
[3 Shorten field and table narnes

  • Click OK and exit the ODBC Creator

 

** The following 2 steps should be performed on the 300 server

STEP 4: Setup Sagecpc Integrations Setup

 

  • Log in to www.sagecpc.com. 
  • In the navigation tree, expand your Organization Name > Setup > Integrations Setup.
  • Click [Request API Key].
  • Check Synchronize this Organization.

 

  • Enter the appropriate User Name and Password for both. 
    • SAGE CPC USER NAME AND PASSWORD
      • Log in to www.sagecpc.com.  Use a profile that has organizational administration rights.

    1. SAGE 300 ON PREMISE USER NAME AND PASSWORD 
      • Enter the “SCPC” username and password created in Security Administration
  • Enter the numerical values noted for each of the sections for the Contract in STEP 2 1.c  t Item from the Set Up Contract Field Format Window in Sage 300 in the corresponding three fields in the Sage 300 Configuration Options section. If none were configured in Sage 300, leave the field blank.
  • Under ODBC Connection, select Driver
  • In the Driver/DSN Name field click DSN and enter “SageCPC" in the DSN Name Field which was created in STEP 4.
  • Fill in the Current Data Folder:  path with the 300 database path found from STEP 1 #3
    1. Example:  \\ [Server Name] \ Timberline Office\9.5\Data\ [Company Folder]
  • If you determined the system folder is not the default value, update the path to the ABMessageTargets.xml located in the Routing AB Messages Location.

 

  • In the Companies Criteria field, enter “AND MISC_CODE = 1” (without quotes).
  • Click [Save]
  • Click on the corresponding Sage 300 version Download Sage 300 Connector link.

STEP 5: Run the Connector on the 300 Server

 

  • Select [Run] from the downloaded Connector.
  • When the Sage 300 Connector Install window opens, click [Install].
  • Click Yes or Allow to any confirmation messages.
  • Click [Next >>] on the window displaying Verify Local Settings.
  • Copy and paste the 32-digit alphanumeric API Key located on www.sagecpc.com > [Organization Name] > Integrations Setup   into the Provide API Key field in the Integration Setup window.   Verify that no additional characters or spaces were copied into the field. D
  • Click [Validate].
  • Click [OK] to the confirmation messa
  • Under ODBC Connection, select Driver
  • In the Driver/DSN Name field check DSN and enter “SageCPC” (without quotes).
  • Blank out the Sage 300 Data Directory field.
  • Highlight and copy the Current Data Folder:  path in the SageCPC screen behind the connector
    1. Example:  \\ [Server Name] \ Timberline Office\9.5\Data\ [Company Folder]
  • In the Sage 300 Data Directory field, press CTRL + V to paste the path to the company folder to be connected to Sage Construction Project Center.
  • In the Username and Password fields, enter your Sage “SCPC” login and password created earlier in Security Administration.  
  • Click [Validate], then click [OK] to the success message.  
  • Click [Next >>]. 
  • Select 4 from the Synchronization Timer Dropdown.
  • Enter the credentials for your Sage Construction Project Center organization administrator.
  • Click [Install] and [OK] to the Success Message once the service is installed. 

STEP 6: Check Services

 

  • From Start Menu > Search Programs and Files, enter “Services.msc” to open the Services Window
  • Scroll to the StratusVue.API.Client.Service and determine if the service is running.  If not, right click on the StratusVue.API.Client.Service and select  [Start] or [Restart]
  • Click on the properties of the service
  • On the Recovery tab change all 3 restart options to restart the service
  • Click OK and close the Services
  • From Start Menu >Search Programs and Files, enter “Event Viewer” and select Event Viewer
  • Review Event Viewer (local) > Applications and Services Log > StratusVue.API.Client Event Log for any errors.

Step 7: Check Event Viewer

Step 8 Pull a AB person

Sync the Organization to Address Book Company

 

  • In the SCPC navigation tree, navigate to your [Organization Name].
  • Note the address and phone number.
  • Open Sage Desktop from Start > All Programs > Sage > Sage 300 Construction and Real Estate > Desktop.
  • Log in to Sage as a security administrator.
  • From the Open Company List, select the company folder to be connected to Sage Construction Project Center (SCPC) and click [OK].
  • From the Tasks Menu, select Sage 300 Construction and Real Estate > Address Book > Set Up Company.
  • Click [Find].  Review the companies in the Contact Selection List window.  Select the address book company that will by synced to your organization.  Choose from one of the following options:
    • If your company is not set up in Address Book, create a new company:

    1. Click [Cancel] on the Contact Selection List window.
    2. Click [New] and create a new company.  Ensure the following match the Organization Setup in www.Sagecpc.com:
      • Company Name matches [Organization Name]
      • Street, Shipping, or Remittance address match address
      • Primary Phone matches Phone
    3. Enter at least one person under Company Contacts with an email address.
    4. Scroll down and enter 1 in Misc Code.
    5. Click [Save], then [Close].
    6. If your company is setup in Address Book:
    7. Select your company in address book and ensure the following match the Organization Setup in www.Sagecpc.com:
      • Company Name matches Organization Name.
      • Street, Shipping, or Remittance address match your organization address
      • Primary Phone matches Phone
      • List of persons associated with the address book company are current and not duplicated
    8. Enter at least one person under Company Contacts with an email address.
    9. Scroll down and enter 1 in Misc Code.
    10. Click [Save].
  • Click [Find].  Review the companies in the Contact Selection List window for any companies with the same primary phone and zip code as your company. 
    • Sage Construction Project Center will merge any address book company with the same phone and zip code. 
    • If multiple address book companies exist with the same phone and zip code, the Sage Construction Project Center organization will be synced and changed to what is in Address Book.   Please ensure all data is accurate to ensure best results.  
  • Correct any companies with the same phone or zip code as your company that will be synced to your organization.  Choose from the following scenarios:
    • Scenario 1:  Multiple related companies
  • Choose the primary company to link to the organization.
  • Add zip+4 to the addresses on the other related companies.
    • Scenario 2:  Company is set up as an AR customer and again as a AP vendor
  • Link the AR customer and AP vendor to the same company in Address Book.
  • Click the [Use As] and review the customer ID or vendor ID.
  • To change the link on an AR customer or AP vendor:
    1. Launch the AR customer or AP vendor setup task from their respective application.
    2. Enter the appropriate vendor or customer ID
    3. Click on the Binoculars Icon and select the appropriate company to link
  • Delete the duplicated company no longer associated with the vendor or customer.
    • Scenario 3:  Company was set up in error, choose from one of the following options:
  • Delete the company
  • Mark the company as Inactive
  • Log in to www.Sagecpc.com.  In the navigation tree, expand your [Organization Name] > Setup > Integrations Setup.
  • Enter the appropriate credentials for Sage CPC User Name and Password and Sage 300 On Premise User Name and Password.
  • Click on [Request Synchronization].
  • Wait for at least 1 minute for sync to occur.
  • In the navigation tree go to your [Organization Name] > Setup > User Groups and click on Address Book.  If Address Book user group does not appear:
    • The sync has not finished, wait for an additional couple of minutes.
    • An address book company with at least one person has not synced.
    • The sync is not successful.  Review the Event Viewer (Local), Applications and Services Log, StratusVue.API.Client Event Log for any errors.
  • In the Address Book user group verify the people listed on the Sage 300 Construction and Real Estate address book company associated with your organization are listed.
  • Optional Step:  If users associated with your organization exist in Sage Construction Project Center and have not yet been added to the Sage 300 Construction and Real Estate Address Book Company, you may easily sync these users so they appear in the associated Sage 300 Construction and Real Estate Address Book Company by doing the following:
    • Click on [Add Users].
    • In the People Picker, select the Companies tab and search for your company in Organization Name
    • c.    Click on your company, then check any contact listed under the Users of “[Organization name]” organization section.    This will add these users to your address book company in Sage 300 Construction and Real Estate.
    • Click on [Close & Add Selected].
    • Then click Request Synchronization.

 

  1. *** Misc_Code   = 1 needs to be put into a company with contacts in order for the addressbook to be populated

 

Step 9: Sync a test project

Sync the Standard Cost Codes and Categories

 

  • Log in to www.Sagecpc.com.  In the navigation tree, expand your [Organization Name] > Setup > Integrations Setup.
  • Enter the appropriate credentials for Sage CPC User Name and Password and Sage 300 On Premise User Name and Password.
  • Click on [Request Synchronization].
  • Wait for at least 1 minute for sync to occur.
  • In the navigation tree, navigate to [Organization Name] > Setup > Advanced List Management.
  • 6.    From the dropdown, select Cost Code Categories and then Cost Codes.  Verifying that the tab displays List defined at the Organization level.    If the tab displays List defined at the System level, one of the following has occurred:
    • The sync has not finished; wait for an additional couple of minutes.
    • The sync is not successful; review the Event Viewer (Local) > Applications and Services Log > StratusVue.API.Client Event Log for any errors.

 

 

 

Sync a Sage Construction Project Center Project to a Sage 300 Construction and Real Estate Job

 

  • Log into www.Sagecpc.com.  In the navigation tree, expand your [Organization name].  Select an existing project or create a new project to sync to Sage 300 Construction and Real Estate.
  • Under the project, expand Project Setup > Integrations Setup.
  • Check Synchronize this project with a Sage job.
  • Enter the appropriate job ID in the Sage Job Number field.
  • Click [Save].
  • Click [Sync Now].
  • Under the project, expand Project Setup > Project Members.
  1. Review Project Members list to ensure the appropriate users are listed.
  2. To view Cost Management > Contract Info or > Commitment Info requires the following:
  • User is a project member.
  • The user has a User Role of Project Admin.  (NOTE:  This will be addressed in the next release of SCPC.  Security can be used to control access to the Cost Management functions.)
    • Under the project, expand Cost Management > Contract Info and review to ensure  correct totals appear.  If the information is not populated:

    1. The sync has not finished; wait for an additional couple of minutes.
    2. The job does not have estimates, contract amounts, or cost in Sage 300 Construction and Real Estate.
    3. The sync is not successful.  Review the Event Viewer (Local) > Applications and Services Log > StratusVue.API.Client Event Log for any errors.
      • For a commitment to appear under Commitment Info, the appropriate vendor’s address book company must be synced with Sage Construction Project Center.
      • In Sage Desktop, from the Tasks menu, select Sage 300 Construction and Real Estate > Address Book > Set Up Company.
  • Determine what address book companies should be synced with Sage Construction Project Center.
  • To sync with Sage Construction Project Center, the address book company must have the following:
    1. Street, Shipping, or Remittance address
    2. Primary Phone 
    3. ”1” in Misc Code
  • If this vendor or company will be entering RFIs or using other Sage Construction Project Center tasks:
    1. Set up the appropriate persons on the address book company  
    2. Verify an email address is entered
      • In the navigation tree, navigate to your [Organization Name] > Setup > User Groups and click on Address Book. 
      • Then click Request Synchronization.
  • Under the project, expand Cost Management > Commitment Info and review to ensure correct commitments appear.  If the information is not populated:
    • The sync has not finished; wait for an additional couple of minutes.
  • The associated Vendor address book entry is not synced.  To verify if vendor is synced:
    1. Click on [New Commitment] under Cost Management > Commitment Info.
    2. In the Subcontractor dropdown, review the list.   If the vendor is not listed, it has not been synced.
      • The job does not have commitments Sage 300 Construction and Real Estate.
      • The commitment has multiple jobs.
      • The sync is not successful.  Review the Event Viewer (Local) > Applications and Services Log > StratusVue.API.Client Event Log for any errors.
  • After 24 hours, verify sync is working normally and not being interfered with by backup or security software.
    1. a.     Under the project expand Cost Management > Commitment Info and review Last Sync Time.  This should be updating every hour.    The time is displayed in the Eastern Time Zone.
    2. If the commitments are not syncing, review the server Event Viewer (Local) > Applications and Services Log > StratusVue.API.Client Event Log for any errors.

 

 

 

  • Optional - Create a Windows Task Scheduler Task to Automatically Start the StratusVue API.Client.Service Daily

 

  • From Start Menu > Search Programs and Files, enter “Task Scheduler” and select Task Scheduler.
  • From the Action Menu > select [Create Basic Task].
  • Enter a name for the Basic Task, e.g., “SCPC Connector Service Daily Restart.
  • Enter a more detailed description, if needed.
  • Click [Next].
  • Make sure “Daily” is selected.
  • Click [Next].
  • Set the task to start at 5:50:00 AM (or another time early in the morning). Set minutes before the hour, as the connector will start running at the top of the hour)
  • Click [Next].
  • Make sure “Start a program” is selected.
  • Click [Next].
  • From Start Menu > Search Programs and Files, enter “Notepad” and select Notepad. (Double Quotes is good for Server 2008)
  • NET STOPDo a Net Stop 
  • Server 2008

Machine generated alternative text:
Sage CPC Daily Kicker Properties (Local Computer) 
General Triggers Actions Conditions Settings History (disabled) 
When you create a task, you must specify the action that will occur when your task starts. 
Action 
Start a program 
Start a program 
Details 
NET STOP "StratusVue.API.CIientService" 
NET START "StratusVue.APl .ClientService" 
OK 
x 
Cancel

  • Enter “net stop ‘StratusVue.API.Client.Service’” and “net start ‘StratusVue.API.Client.Service’” on two separate lines.

 

  • Switch back to Task Scheduler.  Click on [Browse] and navigate to the batch file you just created. Select [Open].
  • Click [Next].
  • Check the box “Open the Properties dialog for this task when I click Finish.”
  • Click [Finish].
  • On the General tab:
  • select “Run whether user is logged on or not”
  • select “Run with highest privileges”
  • click on Settings tab
  • On the Settings tab:
  • select “Allow task to be run on demand”.
  • select “Run task as soon as possible after a scheduled start is missed”.
  • select “If the task fails, restart every minute”.
  • select “Stop the task if it runs longer than 3 days”.
  • select “if the running task does not end when requested, force it to stop”.
  • deselect “If the task is not scheduled to run again, delete it after”.
  • Click [OK].
  • Click on “Task Scheduler Library” in the navigation tree.
  • Select the Task you just created, e.g., “SCPC Connector Service Daily Restart.”
  • Right mouse click and select “Run.”
  • Click on the History tab for the task and confirm the task executed.
  • Exit the Task Scheduler.