Workstation Setup

You need to run the Workstation Setup utility on any Sage 300 ERP desktop workstation (whether Sage 300 ERP programs are installed locally or running from the server) that you wish to integrate with Sage CRM. You do not need to run the Workstation Setup utility on the client if you are running a browser client only.

To run workstation setup:

1. Start Sage 300 ERP on the workstation that you want to set up.

2. In the Sage CRM folder, select Workstation Setup.

3. If the Sage CRM synchronization component has not yet been installed, a message will ask if you want to install it.

   Click Yes and follow the instructions to install the Sage CRM synchronization component. For detailed instructions, refer to the "Installing the E/W Component" section in Chapter 5 of the Sage CRM Integration Guide.

4. The program also displays a message that informs you if the workstation is currently set up to communicate with Sage CRM:

   

   This does not necessarily mean that the communication connection between Sage CRM and Sage 300 ERP is successful. You can test the connection, as instructed in a later step.

5. Click the Close button on the message box.

6. A window then appears displaying the CRM installation name, the name of the CRM server, and the Web Services URL.

7. To test the connection, click the Test button.

8. Click Close to exit.

Note: If you move Sage CRM to another installation location or to a different server, you must rerun the Sage CRM Setup program and the Sage CRM Workstation Setup utility.