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Posts Tagged ‘portal

The New Sage 300 Home Page

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Introduction

In this article I’m going into a bit more detail on the features in the Home Page for our new Sage 300 Web UIs. This is basically the launching point for our web accounting screens as well as provides a number of KPIs and user assistance.

We are calling this a Home Page rather than a Portal to avoid confusion with the 6.0A Portal, the Partner Portal and all sorts of other Portals. This isn’t meant to be an all-in-one entry point to everything you do on the Web, its very specific to making your use of Sage 300 easier and avoids cluttering it up with all sorts of other things.

Home Page of the Home Page

The main entry point to the Home Page is shown below. You can get to this view at any point by hitting the Home link next to the Sage 300 logo at the top left. This screenshot also shows the “Add Widgets” menu where you select which KPIs you want to see.

homepage2

Feature Tour

When you first start the Home Page or at any time from the Help menu you can run the feature tour that steps you through the main features in the Home Page to get you familiarized.

homepagefeaturetour

Mega Menu

We refer to the menu where you select the accounting screen to run as the “Mega Menu” due to its size. As you can see it’s arranged in a very similar manner to the current Sage 300 Desktop, so it should be easy for users to find what they need to do. Of course if you are running with security configured (as you should be), then you will only see the items you have access to which greatly reduces the choices to sift through.

homepage3

Menu Customization

Besides using security you can also customize which menu items you don’t want to display in the Home Page. This might be because you want your users to run the VB screen due to existing screen customizations or perhaps to just reduce clutter.

homepagecust

Window Manager and Related Links

The Home Page lets you run up to ten accounting screens at once. There is a Window Manager widget on the right hand side that you use to switch between screens and to close screens you don’t need open anymore. You can slide the Window Manager widget up and down if it’s in the way of something.

Notice on the screen shot below that each screen always displays the group the screen is in along with the screen (a breadcrumb) and some related links along the top, so in this case you can see links for Tax Classes, Tax Groups and Tax Rates. This way usually you can get to where you need to go quickly without using the menu.

homepagewindowmanager

Crystal Reports

We still use the same Sage 300 Crystal Reports that we’ve always used. Only now they are displayed in the Home Page, just like the accounting screens. These will show up in the Window Manager Widget just like any other screen.

homepagecrystal

Help

Of course there is always help available. Below is a screenshot of the frequently asked questions. There is help for all the accounting screens as well as the Home Page.

homepage4

Summary

This was a quick tour of our new Home Page. There are quite a few usability innovations here, and you can expect quite a few more as we move forwards.

 

 

Written by smist08

August 22, 2015 at 5:16 pm

Displaying Social Media in the Accpac 6 Portal

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The Sage ERP Accpac 6.0A Web Portal provides a nice home page of relevant accounting information to act as a starting point for performing your accounting duties. However it is a web portal and as such it might be nice to display some additional non-accounting information. How to do that? In this blog posting we will see how to add a “Social Media” category to the data snapshots that you can add to your home page and then fill it with a number of useful sites. Plus we will look at how to find and add other useful web pieces. We’ll also do this by adding the proper strings to the database so they can be translated, rather than just hard-coding them in the XML.

Portlet Categories

First we will add the “Social Media” category. This is similar to the categories for the applications already selectable. We need to edit: “C:\Program Files (x86)\Common Files\Sage\Sage Accpac\Tomcat6\portal\swtServices\portletCategoriesMap.xml”. We need to add the following section:

<!-- This is the Social category for Snapshots -->
<PortletCategories>
<id>SOCIAL</id>
<captionID>portal60a_portalMenus_mnuSocial</captionID>
<captionString></captionString>
<parentID></parentID>
<type>2</type>
<shortCategoryString></shortCategoryString>
<shortCategoryID>portal60a_portalMenus_mnuSocial</shortCategoryID>
</PortletCategories>

For a bit more information on XML and customizing see here.

Portlet Map

Now we need to add all the icons to the category (menu) that we have created. To do this we need to edit: ”C:\Program Files (x86)\Common Files\Sage\Sage Accpac\Tomcat6\portal\sageERP\portal60a\portletMap.xml” and add the following items:

<portlet>
<id>Social1001</id>
<categoryID>SOCIAL</categoryID>
<type>1</type>
<contentType>1</contentType>
<applicationURL>http://www.bbc.co.uk/mobile/i</applicationURL>
<captionID>portal60a_social_titlBBC</captionID>
<previewID>portal60a_social_prevBBC</previewID>
<previewImage>previewimage-GS.png</previewImage>
<thumbnailImage>HELP-GS.png</thumbnailImage>
<helpID>Portal/index_CSH.htm#110010001</helpID>
<showConfigureMenu>false</showConfigureMenu>
<showReportMenu>false</showReportMenu>
<showRefreshMenu>false</showRefreshMenu>
<securityResources></securityResources>
</portlet>
<portlet>
<id>Social1004</id>
<categoryID>SOCIAL</categoryID>
<type>1</type>
<contentType>1</contentType>
<applicationURL>http://www.gmodules.com/ig/ifr?url=http://www.gstatic.com/ig/modules/tabnews/tabnews.xml&amp;up_ned=&amp;up_items=8&amp;up_show_image=1&amp;up_font_size=13pt&amp;up_selectedTab=0&amp;up_tabs=&amp;up_last_url=&amp;up_onebox=&amp;synd=open&amp;w=320&amp;h=200&amp;title=__MSG_title__&amp;lang=en&amp;country=ZW&amp;border=%23ffffff%7C3px%2C1px+solid+%23999999</applicationURL>
<captionID>portal60a_social_titlGoogleNews</captionID>
<previewID>portal60a_social_prevGoogleNews</previewID>
<previewImage>previewimage-GS.png</previewImage>
<thumbnailImage>HELP-GS.png</thumbnailImage>
<helpID>Portal/index_CSH.htm#110010001</helpID>
<showConfigureMenu>false</showConfigureMenu>
<showReportMenu>false</showReportMenu>
<showRefreshMenu>false</showRefreshMenu>
<securityResources></securityResources>
</portlet>
<portlet>
<id>Social1005</id>
<categoryID>SOCIAL</categoryID>
<type>1</type>
<contentType>1</contentType>
<applicationURL>http://www.gmodules.com/ig/ifr?url=http://hosting.gmodules.com/ig/gadgets/file/105654898094210970759/Social_2_Links.xml&amp;synd=open&amp;w=245&amp;h=350&amp;title=Social+2+Bookmarks+and+Links&amp;border=%23ffffff%7C3px%2C1px+solid+%23999999</applicationURL>
<captionID>portal60a_social_titlSocial2Links</captionID>
<previewID>portal60a_social_prevLSocial2Links</previewID>
<previewImage>previewimage-GS.png</previewImage>
<thumbnailImage>HELP-GS.png</thumbnailImage>
<helpID>Portal/index_CSH.htm#110010001</helpID>
<showConfigureMenu>false</showConfigureMenu>
<showReportMenu>false</showReportMenu>
<showRefreshMenu>false</showRefreshMenu>
<securityResources></securityResources>
</portlet>
<portlet>
<id>Social1006</id>
<categoryID>SOCIAL</categoryID>
<type>1</type>
<contentType>1</contentType>
<applicationURL>http://www.gmodules.com/ig/ifr?url=http://www.google.com/ig/modules/finance/finance_related.xml&amp;up_contracted=%2C&amp;up_finance_symbol=GOOG&amp;up_symbol=GOOG&amp;up_finance_symbol_enabled=0&amp;up_finance_rowlinking_enabled=0&amp;synd=open&amp;w=320&amp;h=200&amp;title=__MSG_related_companies__&amp;border=%23ffffff%7C3px%2C1px+solid+%23999999</applicationURL>
<captionID>portal60a_social_titlGoogleCompanies</captionID>
<previewID>portal60a_social_prevGoogleCompanies</previewID>
<previewImage>previewimage-GS.png</previewImage>
<thumbnailImage>HELP-GS.png</thumbnailImage>
<helpID>Portal/index_CSH.htm#110010001</helpID>
<showConfigureMenu>false</showConfigureMenu>
<showReportMenu>false</showReportMenu>
<showRefreshMenu>false</showRefreshMenu>
<securityResources></securityResources>
</portlet>
<portlet>
<id>Social1007</id>
<categoryID>SOCIAL</categoryID>
<type>1</type>
<contentType>1</contentType>
<applicationURL>http://www.gmodules.com/ig/ifr?url=http://www.twittergadget.com/gadget.xml&amp;synd=open&amp;w=320&amp;h=400&amp;title=TwitterGadget&amp;border=%23ffffff%7C3px%2C1px+solid+%23999999</applicationURL>
<captionID>portal60a_social_titlTwitter</captionID>
<previewID>portal60a_social_prevTwitter</previewID>
<previewImage>previewimage-GS.png</previewImage>
<thumbnailImage>HELP-GS.png</thumbnailImage>
<helpID>Portal/index_CSH.htm#110010001</helpID>
<showConfigureMenu>false</showConfigureMenu>
<showReportMenu>false</showReportMenu>
<showRefreshMenu>false</showRefreshMenu>
<securityResources></securityResources>
</portlet>
<portlet>
<id>Social1009</id>
<categoryID>SOCIAL</categoryID>
<type>1</type>
<contentType>1</contentType>
<applicationURL>http://www.gmodules.com/ig/ifr?url=http://www.notkewl.com/myWeather/myWeather.xml&amp;up_paikka=SFXX0023&amp;up_merkki=1&amp;synd=open&amp;w=280&amp;h=260&amp;title=theWeather&amp;border=%23ffffff%7C3px%2C1px+solid+%23999999</applicationURL>
<captionID>portal60a_social_titlWeather</captionID>
<previewID>portal60a_social_prevWeather</previewID>
<previewImage>igoogle_logo_sm.png</previewImage>
<thumbnailImage>HELP-GS.png</thumbnailImage>
<helpID>Portal/index_CSH.htm#110010001</helpID>
<showConfigureMenu>false</showConfigureMenu>
<showReportMenu>false</showReportMenu>
<showRefreshMenu>false</showRefreshMenu>
<securityResources></securityResources>
</portlet>
<portlet>
<id>Social1010</id>
<categoryID>SOCIAL</categoryID>
<type>1</type>
<contentType>1</contentType>
<applicationURL>http://www.gmodules.com/ig/ifr?url=http://www.google.com/ig/modules/facebook.xml&amp;up_session=&amp;synd=open&amp;w=320&amp;h=300&amp;title=__MSG_title__&amp;lang=en&amp;country=ALL&amp;border=%23ffffff%7C3px%2C1px+solid+%23999999</applicationURL>
<captionID>portal60a_social_titlFacebook</captionID>
<previewID>portal60a_social_prevFacebook</previewID>
<previewImage>previewimage-GS.png</previewImage>
<thumbnailImage>HELP-GS.png</thumbnailImage>
<helpID>Portal/index_CSH.htm#110010001</helpID>
<showConfigureMenu>false</showConfigureMenu>
<showReportMenu>false</showReportMenu>
<showRefreshMenu>false</showRefreshMenu>
<securityResources></securityResources>
</portlet>
<portlet>
<id>Social1011</id>
<categoryID>SOCIAL</categoryID>
<type>1</type>
<contentType>1</contentType>
<applicationURL>http://www.gmodules.com/ig/ifr?url=http://www.google.com/uds/modules/elements/localsearch/localsearch.xml&amp;up_location=johannesburg&amp;up_largeMapMode=1&amp;up_kml=0&amp;up_traffic=&amp;up_locationCacheString=&amp;up_locationCacheLat=&amp;up_locationCacheLng=&amp;up_mapType=m&amp;up_idleZoom=11&amp;up_transitionQuery=&amp;up_rawquery=&amp;up_selectedtext=&amp;synd=open&amp;w=320&amp;h=375&amp;title=__MSG_title__&amp;lang=all&amp;country=ALL&amp;border=%23ffffff%7C3px%2C1px+solid+%23999999</applicationURL>
<captionID>portal60a_social_titlGoogleMaps</captionID>
<previewID>portal60a_social_prevGoogleMaps</previewID>
<previewImage>previewimage-GS.png</previewImage>
<thumbnailImage>HELP-GS.png</thumbnailImage>
<helpID>Portal/index_CSH.htm#110010001</helpID>
<showConfigureMenu>false</showConfigureMenu>
<showReportMenu>false</showReportMenu>
<showRefreshMenu>false</showRefreshMenu>
<securityResources></securityResources>
</portlet>
<portlet>
<id>Social1012</id>
<categoryID>SOCIAL</categoryID>
<type>1</type>
<contentType>1</contentType>
<applicationURL>http://www.gmodules.com/ig/ifr?url=http://www.google.com/ig/modules/youtube_igoogle/v2/youtube.xml&amp;up_channel=&amp;up_channel_url_to_preload=http%3A%2F%2Fgdata.youtube.com%2Ffeeds%2Fapi%2Fstandardfeeds%2FUS%2Frecently_featured%3Falt%3Djson&amp;up_current_channel_id=0&amp;up_history=&amp;up_historyEnabled=true&amp;up_prefs_version=0&amp;up_rawQuery=&amp;up_searchTerm=&amp;up_search_channel_name0=&amp;up_search_channel_name1=&amp;up_search_channel_name2=&amp;up_search_channel_url0=&amp;up_search_channel_url1=&amp;up_search_channel_url2=&amp;up_search_channels=0&amp;up_showPromo=true&amp;up_title=YouTube&amp;up_userHasSeenSharedActivities=false&amp;up_username=&amp;synd=open&amp;w=320&amp;h=375&amp;title=__MSG_title__&amp;lang=en&amp;country=UK&amp;border=%23ffffff%7C3px%2C1px+solid+%23999999</applicationURL>
<captionID>portal60a_social_titlYoutube</captionID>
<previewID>portal60a_social_prevYoutube</previewID>
<previewImage>previewimage-GS.png</previewImage>
<thumbnailImage>HELP-GS.png</thumbnailImage>
<helpID>Portal/index_CSH.htm#110010001</helpID>
<showConfigureMenu>false</showConfigureMenu>
<showReportMenu>false</showReportMenu>
<showRefreshMenu>false</showRefreshMenu>
<securityResources></securityResources>
</portlet>

 

UI Content

For the translatable strings used in the previous files you need to create one file and edit another. The first is social_uiContent.xml that goes in the: “C:\Program Files (x86)\Common Files\Sage\Sage Accpac\Tomcat6\portal\swtServices\uiContent\portal60a\eng” folder. Create the file with the following contents:

<?xml version="1.0" encoding="utf-8" standalone="no"?>
<uiContentList xmlns="http://schemas.sage.com/swtServices" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://schemas.sage.com/swtServices/uiContent.xsd">
<uiContent id="titlBBC" status="approved" value="BBC"/>
<uiContent id="titlYammer" status="approved" value="Yammer"/>
<uiContent id="titlLinkedin" status="approved" value="LinkedIn"/>
<uiContent id="titlTwitter" status="approved" value="Twitter"/>
<uiContent id="titlGoogleNews" status="approved" value="Google News"/>
<uiContent id="titlGoogleCompanies" status="approved" value="Google Companies"/>
<uiContent id="titlSocial2Links" status="approved" value="Social 2 Links"/>
<uiContent id="titlWeather" status="approved" value="Weather"/>
<uiContent id="titlFacebook" status="approved" value="Facebook"/>
<uiContent id="titlGoogleMaps" status="approved" value="Google Maps"/>
<uiContent id="titlYoutube" status="approved" value="YouTube"/>
<uiContent id="menuPortal" status="approved" value="Social Media"/>
<uiContent id="prevBBC" status="approved" value="View BBC News on your Sage ERP Accpac Portal."/>
<uiContent id="prevYammer" status="approved" value="Stay in touch with your co-workers on Yammer using your Sage ERP Accpac Portal."/>
<uiContent id="prevLinkedin" status="approved" value="Connect with others on LinkedIn using your Sage ERP Accpac Portal."/>
<uiContent id="prevTwitter" status="approved" value="View tweets about Sage ERP Accpac."/>
<uiContent id="prevGoogleNews" status="approved" value="View news provided by Google."/>
<uiContent id="prevGoogleCompanies" status="approved" value="Research company profiles."/>
<uiContent id="prevSocial2Links" status="approved" value="Links to Social Media networks."/>
<uiContent id="prevWeather" status="approved" value="Shows weather reports of your area."/>
<uiContent id="prevFacebook" status="approved" value="Connect with your friends in the Sage ERP Accpac Portal."/>
<uiContent id="prevGoogleMaps" status="approved" value="View Google Maps in the Sage ERP Accpac Portal."/>
<uiContent id="prevYoutube" status="approved" value="Watch YouTube videos in the Sage ERP Accpac Portal."/>
</uiContentList>

Now we need to edit portalMenus_uiContent.xml located in: “C:\Program Files (x86)\Common Files\Sage\Sage Accpac\Tomcat6\portal\swtServices\uiContent\portal60a\eng”

Add the line:

<uiContent id="mnuSocial" status="approved" value="Social Media"/>

 

With the other entries.

Graphic File

Save the following graphic:

As igoogle_logo_sm.png in the folder:  C:\”Accpac install location”\Accpac\WebUIs\images.

Give it a Try

Before these changes will work you need to delete the UIContent table from your Portal database. This will cause it to be re-loaded the next time you run the Accpac Portal. When it reloads, it loads all the xml files in the uiContent directories into this table including the ones we created and modified above.

With these customizations in place you should get a Social Media menu when you add a snapshot to your workspace:

How to Add More URLs

Given this framework, it’s easy to expand it to include different URLs. But where do you get URLs for web sites that will fit nicely in these data snapshot windows? First if you can’t find a small version of a web site you want to include, if you make the type in the portletmap.xml, a 2 rather than a 1, then the item will appear in the task menu and you can add it to the shortcuts, rather than the home page workspace.

Generally there are three possible ways to find a small version of a web site: a mobile version, a mashup version or a portlet version (like an iGoogle widget). It’s a matter of trial and error to see which works best. All the examples included here are iGoogle widgets. So how do you get the URL for an iGoogle Widget?

Go to iGoogle and choose “add stuff”, select a widget to add, then press “embed this gadget”. Now configure it how you want and then press the “Get the Code” button. This will give you something like:

<script src="http://www.gmodules.com/ig/ifr?url=http://www.google.com/ig/modules/datetime_v2/datetime_v2.xml&amp;up_color=blue&amp;up_dateFormat=wmd&amp;up_firstDay=0&amp;up_24hourClock=1&amp;up_clocks=&amp;synd=open&amp;w=320&amp;h=148&amp;title=__MSG_title__&amp;lang=en&amp;country=ALL&amp;border=%23ffffff%7C3px%2C1px+solid+%23999999&amp;output=js"></script>

 

Now to use it in the portal you need to trim off the front: <script src=” and the back: &amp;output=js”></script>. This middle part is then the URL you can use in the portletmap.xml to activate the widget.

Not all iGoogle widgets will work. Some require certain container behavior that iGoogle provides, but that we don’t provide yet.  It just takes a bit of trial and error.

If you browse to a web site on your iPhone or Android and it looks ok, make note of the URL that website is using. Usually something like m.usualURL.com and use that in the Portal. Often this will give a nice small version of the website.

Often services like twitter have a page like http://twitter.com/about/resources/widgets that help you embed their service in your website. From these pages you configure the widget and when done click a “Generate Code” button which generates html code for to display their site correctly. You can’t embed this HTML directly in the portletmap.xml file, but you can save it somewhere under Accpac\WebUIs, and then refer to this in the portletmap.xml (remember http://hostname/SageERPAccpac points to Accpac\WebUIs).

Summary

Hopeful this article provides some useful information on how to incorporate information from other sources into the Sage ERP Accpac 6 Web Portal. If future versions of Accpac we should be including this in the normal UIs for customizing the Portal rather than resorting to XML.

Written by smist08

February 5, 2011 at 7:17 pm

Posted in sage 300

Tagged with , ,

Installing and Deploying Sage ERP Accpac 6.0A

with 23 comments

We’re only a month or two away from the launch of Sage ERP Accpac 6.0A (for details see: https://smist08.wordpress.com/2010/09/25/preparing-for-the-sage-erp-accpac-6-0a-launch/). A major goal of this release is to provide a smooth upgrade transition from 5.x to 6.x. There has been some concern that the new Web based components will make the product harder to install or increase the hardware requirements of the product. This blog posting will go into some detail of the parts that are the same, the parts that are new, what is optional and what you need to watch out for. We’ve put a lot of effort into the Accpac installation program to make the process as transparent and simple as possible. But sometime it’s helpful to know what’s going on behind the scenes and what is being setup for you.

Accpac Classic

If you don’t want to worry about the new Web technologies, you don’t have to. From Accpac’s installation screen you can de-select the “Portal” feature and install just like you always have.

Of course you can always add the Portal feature at any later time.

Accpac Web Portal

Whether you are doing a Workstation Setup, Terminal Server or Local programs installation, you only want to install the portal in one place on the server that will be your IIS Web Server. On all other computers if doing a full installation, be sure to un-check the Portal as an installation option. If you want to run VB UIs from the new Portal, you do need to have the ability to run the classic Windows Desktop via a workstation setup or local install.

Hopefully you will want to use the new Web Base Portal with all the new functionality available there. If you have worked with SageCRM 7.0 then much of the deployment and installation is the same. We both use a combination of IIS and Apache Tomcat to process Web Requests. In fact, when we wrote our installation script, we copied all the sections for Tomcat, Jakarta and IIS from the SageCRM installation script and just modified them for Accpac. So much of the installation is actually field tested since it has been used for many SageCRM installations.

Below is a diagram showing the main components involved in a Web Portal deployment.

IIS

If you are installing the new Web Based Portal or using Quotes to Orders from SageCRM, you need a Web Server. Hopefully you already have such a server being used as a file server or as a SageCRM server. You will install the Accpac Portal here. On this server computer you need to install IIS before you install Accpac. Since IIS is a Windows component, we can’t do that for you from our installation program. You need to either add this as a role to your server or add the Windows component from the control panel. Note that this excludes you running the new Portal on a laptop running Windows Home edition, since it does not have IIS as an option.

You don’t need to do anything beyond adding IIS, our installation program will add all our components to IIS and will configure IIS to work with Accpac. This is true if you are running internally, if you expose this Web server to the Internet or you want better internal security then you have to do a small amount of work to configure the Web Server for HTTPS and add a digital certificate to correctly identify the server to clients.

Below are the virtual directories and application pools added by the Accpac and SageCRM installation programs to IIS.

Tomcat

Our new SData services that process the various SData Web Service requests are programs written in Java (https://smist08.wordpress.com/2009/11/24/sdata-in-sage-erp-accpac-6/). To run this Java program we require a Java Application Server, which is a program that receives web requests and passes them to Java classes to be processed. The Java application server that we use is Apache Tomcat (http://tomcat.apache.org/). Behind the scenes our installation program installs Tomcat in C:\Program Files (x86)\Common Files\Sage\Sage Accpac\Tomcat6 and adds it as a Windows Service. Hopefully you never need to know this program is even here. Hopefully it is all setup perfectly and you will never need to touch it.

Below is the Windows Services dialog showing our usual service for handling .Net Remoting requests and our the new service that is the Accpac instance of Apache Tomcat.

Jakarta

Our installation program adds another component called Jakarta to connect IIS up to Tomcat. All the installation and configuration of this component is done automatically by the installation program and you don’t even have to know it is there. Basically we want IIS to serve up all static web content like HTML pages, JavaScript pages, cascading style sheets and various bitmaps. But we want any SData requests passed on to the Apache Tomcat Java application server running the Accpac SData processor.

Portal Database Configuration

The new Accpac Web Portal has its own database that it uses to store various information like you shortcuts and preferences. So you need to configure this database from Database Setup which now has a “Portal…” button which leads to the following dialog.

HTTPS

If you want to expose your Accpac Portal to the Internet or just want extra internal security then you should configure IIS to use HTTPS rather than HTTP. To do this you add an https binding to the default web site bindings. When doing this it wants a digital certificate to identify the server. You need to get this issued from Verisign (www.VeriSign.com)  or another vendor. Otherwise the Browser will complain about accessing this site, since it won’t be able to prove who it’s talking to. Additionally you will then want to disable HTTP so access only happens through a secure connection. Then you would follow all the other security best practices for managing a Windows Server (like be behind a firewall and have all unused services turned off). Often it’s worth running a tool like NMap/Zenmap (http://nmap.org/zenmap/) to confirm that you aren’t running anything unexpected that could be hacked.

Summary

Hopefully this gives some idea of the various issues and considerations installing Sage ERP Accpac 6.0A. If you are familiar with SageCRM 7.0 then this should all be old hat. Otherwise give it a try; it’s not nearly as hard as it might look.

Written by smist08

October 2, 2010 at 4:15 pm

Sage ERP Accpac 6.0 Data Portlets

with 13 comments

The new Sage ERP Accpac 6.0 Portal can display a selection from a number of Data Portlets. Think of these as a new dashboard of key performance indicators and corporate summary data. All the data is up to date when the pages is displayed and can be refreshed at any time. Below is a selection of Data Portlets from A/R, G/L and A/P.

These give you a nice graphical view of the status of your company. Then if you hover over a piece of the graph it will tell you the data, plus you can click on any of the hyperlinks to run a report. You can also configure the Portlet to give you the data you need.

Implementing these Data Portlets wasn’t just a matter of accessing Accpac data the same old way; we had to optimize the database schema so that we could quickly retrieve this data with in seconds. We had to change the index structure of a number of A/R and A/P tables to speed up the Aging Portlets. We had to collect extra summary data at posting time to support the days outstanding Data Portlets. We have been running benchmarks on quite a few large customer databases to ensure the performance is sufficient to make these Data Portlets useful. We are aiming to make the Portal and Data Portlets fast enough so you can run six such Data Portlets; but, we anticipate a given user would typically have two of these on their home page.

To support printing Financial Reports from the G/L Data Portlets we needed to add tables to hold the generated data, so Crystal Reports could run off the correct data.

The G/L Account Groups now have a new “Group Category” to allow you to configure how your Accounts will appear in the G/L Portlets.

Hopefully these Data Portlets will give customers a useful view of their company as soon as they sign-on to Accpac and provide a useful starting point to getting their work done.

Written by smist08

December 24, 2009 at 6:12 pm

Posted in Uncategorized

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The Sage ERP Accpac 6.0A Portal

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The Sage ERP Accpac 6 Portal is the new Desktop that runs in a browser. Sometimes the word Portal beings up connotations of other things, I’m not sure if a better name is Landing Page, Home Page, Web Desktop, or Start Page. But when you run Accpac 6, this is where you will begin. The primary goal of this Portal is to allow you to navigate into the Accpac application as quickly and intuitively as possible.

When you login to the new Portal, rather than being presented with a tree of icons, you get a dashboard of information useful for doing your job. You can start work by drilling down from the dashboard to get to more detailed reports and inquiry screens. You can run screens by using the “My Shortcuts” area to run frequently accessed screens. Then if you really need the full tree of icons it is available under the Tasks menu.

Customization of the “Home” page and “My Shortcuts” area has been mad as easy as possible, so that any user can easily set these up in an optimal way for their role.

As you run additional tasks, new tabs are opened and you can switch back and forth between them.

Reports still use Crystal Reports but show the results using the Crystal web view in a separate tab in the Portal.

Hopefully this gives an idea of where we are going with the new Sage ERP Accpac 6 Web Desktop/Portal/Home Page. We feel we have come a long way from our original desktop, adding a lot of usability and making the product far more friendly to new and experienced users.

Written by smist08

December 3, 2009 at 12:40 am

Posted in Uncategorized

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