Acute Data Systems

Sage Intelligence Environmental Workstation Requirements

Summary

This article is intended as a high-level overview of the environmental requirements for all Sage 100 Intelligence add-ins to function normally.

Resolution

Installation

  • Sage Intelligence must be installed as a Local Administrator
  • Excel must be installed and activated prior to the Sage Intelligence installation
  • Excel must be closed during the installation of Sage Intelligence (also check that there are no remaining EXCEL.EXE processes listed in the Windows Task Manager-Processes tab)
  • Windows User Account Control must be turned off during installation (requires a reboot after turning off U.A.C.)

Windows

  • Microsoft V.S.T.O. (Visual Studio Tools for Office) runtime 2010 must be installed
  • Microsoft V.S.T.O. runtime 3.0 must be installed
  • Microsoft SQL Server Compact 3.5
  • Microsoft .net Framework 4.5 or higher

Permissions

All Sage Intelligence users must have Full Control level permissions to the following areas:
  1. MAS90 parent directory (as is also normally required for Sage 100/MAS90)
  2. The Sage Intelligence Report Repository (displayed at the Report Manager login screen and originally set during Sage Intelligence setup)
  3.  All folders that begin with ‘BI’ and are located in C:\Program Files(x86 if on 64bit Windows)\Common Files\ (screenshot below reflects the latest 2015 release, earlier versions may have fewer folders starting with ‘BI’)
  4. C:\ProgramData\Sage Software\SageMASIntelligenceXX\config.ini (XX=version number) – additionally, make sure that there are no duplicates of the config.ini file or Repository folder in C:\Users\\AppData\Local\VirtualStore
  5. Registry entries at HKEY_Current_User, Software, Microsoft, Office, Excel, Addins
    • As with all permissions, if a group policy or domain is in place, those settings must reflect the above requirements
    • If you are running in terminal services or a Citrix environment, please see the attached document

Report Repository

  • Must be set as a UNC path on a shared network drive (cannot browse through a Mapped drive to select location either)

Excel

  • Make sure you are running a compatible version of Excel (Microsoft 365 Cloud is not compatible, Microsoft 365 local is compatible; 64-bit versions of Excel are compatible with Sage 100 2014 and newer only)
    • V.B.A. components must be installed in Excel (run a repair/change install of Excel from Control Panel, see screen-shots below)
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