Table of Contents

Report Designer and

Report Designer Add-In

Installation Guide Version 1.0

Table of Contents

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Table of Contents

Table of Contents

Table of Contents .....................................................................................3

Report Designer Add-In ............................................................................4

Introduction .......................................................................................................... 4

Purpose ................................................................................................................ 4

Positioning ............................................................................................................ 5

Sage 300 ERP Configuration ................................................................................ 5

Intelligence Designer Install Instructions ..................................................7

Sage ERP Accpac Intelligence Designer .............................................................. 7

Validate that your install was successful. ............................................................ 12

Report Designer Add-In Download .........................................................14

Installing the Report Designer Add-In .....................................................15 Validate that your install was successful. ............................................................ 17

Terminal Services / Citrix Installs ........................................................................ 20

Report Designer Add-In

Report Designer Add-In

Introduction

This document serves the purpose of guiding a user on installing their Sage 300 ERP Intelligence

Report Designer Add-in and where necessary instructions of how to install the pre-requisite Sage

ERP Accpac Report Designer required for Sage ERP Accpac versions 5.6 and 6.0.

Purpose

The new Report Designer Add-in is an addition to the Report Designer module which presents an

alternative to the current report Layout Generator (Fig 1. below) to empower users to take control of

all design aspects of their reporting layouts.

The Report Designer Add-In allows users to break down a report into reusable pieces and then

control where and how these pieces fit together to create a report. These pieces are Excel functions

which communicate with a new In-Memory processing engine which will guarantee performance by

being able to crunch financial numbers very quickly.

While the Report Designer Add-in is installed, it enhances the Report Designer module.

Fig 1. The current Report Layout

Generator

Fig 2. The Report Designer

Add-in

Report Designer Add-In

Positioning

As you can see from the diagram above Layout Generator and Add-In are separate functionalities

within the Report Designer module. As such users do not need to license these separately but

rather only need to license the Report Designer and will then get access to both methods of

creating financial reports.

Please note that a Report Designer license is required for each workstation where the functionality

will be utilized. For Network setups these licenses are added on the Server and consumed by the

relevant workstations.

Sage 300 ERP Configuration

You can configure Sage 300 ERP in a number of ways. The best configuration for your company

depends on the number of users who need to use Sage 300 ERP programs and data concurrently,

your chosen database engine, and your network setup. Sage Intelligence can be setup to operate in

any of these configuration types.

Each network configuration contains the following components:

Server — the computer that hosts the Sage 300 ERP data, and Sage 300 ERP Intelligence.

Workstation — A computer that connects to a server to access Sage 300 ERP programs

and/or data. A workstation may:

o Run the Sage 300 ERP desktop.

o Connect to Sage 300 ERP via an Internet browser.

o Run Sage Intelligence Report Designer functionality

Database Engine — the software used to create, retrieve, update, and delete data from a

database.

Sage 300 ERP and Sage 300 ERP Intelligence works with the following database engines:

o Pervasive. SQL.

o Microsoft SQL Server. Note that Sage Intelligence Report Designer Add-In requires

Microsoft SQL 2008 as a minimum requirement. For users who run Microsoft SQL

Report Designer Add-In

2005 a new Report Designer Add-In report will be posted on the “Free Report

Templates Group” on the B.I. Community which can be downloaded and imported

into your Sage Intelligence Report Manager.

Please note that for Network setups the Sage ERP Accpac Intelligence Report Designer

and the new Report Designer Add-In must be installed on the Server as well as every

Workstation that has a Report Manager or Report Viewer license.

Within Sage 300 ERP Intelligence the Report Designer license is applied at a site level; once it is

applied on the server it will be indicated as YES within License Manager (as below).

The License Manager allows you to see which users and workstations are consuming Report

Manager and Report Viewer licenses. Workstations listed in the “Assigned Licenses” list are

workstations that should have the Report Designer and Report Designer Add-In installed on it to allow

users the full reporting power of Sage Intelligence.

Intelligence Designer Install Instructions

Intelligence Designer Install Instructions

This section of the document describes the process of installing the “Sage ERP Accpac Intelligence Designer” for Sage ERP Accpac versions 5.6 and 6.0. This install is a pre-requisite for the use of the new report Designer Add-In. Note that for Sage 300 ERP 2012 you do not need to install “Sage ERP Accpac Intelligence Designer” as it is integrated into your Sage 300 ERP 2012 install; click here to skip forward to the Sage Intelligence Report Designer Add-In install instructions. Please ensure that you have followed the Sage 300 ERP software install process as defined in the relevant Sage 300 ERP Installation Guide for your version of Sage 300 ERP, before attempting the Sage 300 ERP Intelligence Report Designer Add-In installation.

For a complete guide on installation of Sage 300 ERP please check the Sage 300 ERP Installation Guide in the Sage Customer Portal.

Sage ERP Accpac Intelligence Designer

For users utilizing Sage 300 ERP 5.6 or 6.0 the “Sage ERP Accpac Intelligence Designer” must

be downloaded and installed from the relevant Sage Accpac Product Downloads section on the

Sage Customer Portal or the Sage Partner Portal before the new Report Designer Add-In can be

installed.

1. Download your “Sage ERP Accpac Intelligence Designer” from one of the links below and note the download location.

Sage Accpac ERP 5.6

1. Customer link

2. Partner link

Sage Accpac ERP 6.0

1. Customer link

2. Partner link

2. Navigate to the relevant download location and double click on the Download assistant file.

Intelligence Designer Install Instructions

3. Click on OK to continue, you may also edit the install destination if necessary.

4. Once the download is complete launch the Installer manually; if you did not to choose the “Launch setup once download completes?” option

Intelligence Designer Install Instructions

5. Click on Next

6. A pre-requisite for this install is Microsoft .Net 3.5, if the installer detects that you do not have the necessary version it will attempt to install this before continuing to the Sage 300 ERP Intelligence Report Designer Add-In

7. Click Install to continue.

Intelligence Designer Install Instructions

8. Click Next to proceed with InstallShield Wizard install

9. Once you have read the License Agreement click on the radio button to “Accept” the terms and conditions. Click on Next to continue.

Intelligence Designer Install Instructions

10. Click Next again to continue install

11. As part of the install of the Sage ERP Accpac Intelligence Update you will be required to update the Sage Intelligence License Manager capabilities which are required within Sage Accpac ERP Intelligence. When prompted click on Next to continue.

12. The Installer does a check to make sure the new required folder is present and if not will create it.

Click on OK to create the required folder.

13. The InstallShield Wizard Completed window will pop-up allowing you to click on Finish to complete the install process.

Intelligence Designer Install Instructions

Please note however that that the window will not be closed until the VSTOR 3.0 install has completed.

Validate that your install was successful.

After completing the installation verify that the Sage Intelligence Report Designer is installed and

licensed by loading the Sage Intelligence License Manager from the Sage Accpac ERP Desktop.

The “Designer Licensed” should be marked ‘YES’.

Intelligence Designer Install Instructions

The Designer folder should also be created in Report Manager with the ‘Financial Reports

Designer 2-1 (AE-SQL)’ report in the folder.

Report Designer Add-In Download

Within Excel a new Ribbon will be available to users to access Report Designer Layout Generator

functionality.

If Report Designer is installed and the Excel Ribbon is does not display you can check on the

following Knowledge Base Articles to assist you in rectifying the issue.

http://www.alchemex.com/knowledgebase/index.php?title=BI_Tools_Tab_Missing_in_Excel

http://www.alchemex.com/knowledgebase/index.php?title=BI_Tools_Tab_Missing_in_Excel_Doc_

2

Report Designer Add-In Download

This section of the document describes the process of installing the new “Sage 300 ERP Intelligence

Report Designer Add-In” for Sage 300 ERP versions 5.6, 6.0 and 2012.

1. Navigate to the Sage Customer Portal or the Sage Partner Portal.

2. Login using your Sage Portal ID / email and Password

3. Depending on which version of Sage 300 ERP you are running you will need to select one of the links below to access the Report Designer Add-In for download.

Sage Accpac ERP 5.6

1. Customer link

2. Partner link

Sage Accpac ERP 6.0

1. Customer link

2. Partner link

Sage 300 ERP 2013

1. Customer link

2. Partner link

Installing the Report Designer Add-In

Installing the Report Designer Add-In

1. To install the Report Designer Add-In, double-click the installation file. The InstallShield wizard will begin. Click Next.

2. Click to accept the license agreement.

Installing the Report Designer Add-In

3. Click Next.

4. Click Install. The installation may take a few minutes.

5. Once complete, click Finish.

Installing the Report Designer Add-In

Validate that your install was successful.

Report Designer Add-In and Report Designer Add-In Consolidation folders must be present within Report Manager, with reports in them.

The ‘BIExcelFunctions1.1’ folder should appear in C:\Program Files\Common Files.

The right hand task pane visible.

Installing the Report Designer Add-In

Add-Ins tab available in the ribbon.

Report Designer Add-In dropdown is clickable.

Excel Options > Add-Ins > Excel Add-Ins has Report Designer Add-In 1.1.0 available.

Installing the Report Designer Add-In

Excel Options > Add-Ins > COM Add-Ins has Report Designer Add-In 1.1.0 (Custom Task Pane Helper).

If Report Designer Add-in is installed and the task pane does not display there are 3 options to rectify

this.

1. Uninstall and reinstall the Report Designer Add-In 2. Ensure that Excel Options > Add-Ins > Excel Add-Ins has Report Designer Add-In 1.1.0 and is

checked as well as Excel Options > Add-Ins > COM Add-Ins has Report Designer Add-In 1.1.0 (Custom Task Pane Helper) and is checked.

3. Click Browse in the Excel Add-Ins form and browse to C:\Program Files\Common Files\BIExcelFunctions1.1\32bit. Click Sage.BIExcelFunctions1.1 and click OK

Installing the Report Designer Add-In

Note: The Solver Add-In must be unchecked/disabled in order for the Report

Designer Add-In to function.

Terminal Services / Citrix Installs

The Report Designer Add-In by default is only made available for the Windows user who installs it. If

you need to make the Report Designer Add-In available for multiple users on the same installation of

Windows (e.g. Terminal Services/Citrix), you can install on it on any user's account however to make

it available for other Window's users you will need to manually add the Excel Add-In from within Excel

inside each user's Windows account.

The following steps show the process to achieve this:

Ensure the Report Designer Add-In is installed on at least one user's Windows account.

Log into the Windows account you would like to enable the Report Designer Add-In on

Open Microsoft Excel

Navigate to the ‘Excel Options > Add-Ins' form and then with 'Excel Add-Ins' selection in the drop down at the bottom of the form, select 'Go'.

From there you can browse to the Add-In which is located here: C:\Program Files (x86)\Common Files\BIExcelFunctions1.1\32bit\Sage.BI.ExcelFunctions1.1.xll

Installing the Report Designer Add-In

Select OK on each form thereafter to activate the Report Designer Add-In.