Sage Abra SQL HRMS. Installation and Setup Guide

Transcription

1 Sage Abra SQL HRMS Installation and Setup Guide

2 2009 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. Crystal Reports is a registered trademark of Business Objects in the United States and/or other countries. NetLib is a registered trademark of Communication Horizons. OrgPlus is a trademark of HumanConcepts, LLC. TextBridge is a registered trademark of ScanSoft, Inc. Microsoft, Outlook, Windows, Windows NT, Windows Server, the.net logo, Windows Vista and the Windows logo are trademarks or registered trademarks of Microsoft Corporation in the United States and /or other countries. The names of all other products and services are the property of their respective holders. Sage has made every effort to ensure this documentation is correct and accurate but reserves the right to make changes without notice at its sole discretion. Use, duplication, modification, or transfer of the product described in this publication, except as expressly permitted by the Sage License Agreement is strictly prohibited. Individuals who make any unauthorized use of this product may be subject to civil and criminal penalties. For additional assistance on this and other Sage products and services, visit our Web site at:

3 Table of Contents Overview...1 Introduction... 1 Hardware and Software Requirements and Recommendations... 2 Sage Abra SQL HRMS (without Abra Workforce Connections)...2 Abra Workforce Connections / Abra erecruiter...3 Sage Abra SQL HRMS and Abra Workforce Connections on Same Server...9 Client System Requirements...14 Sage Abra SQL HRMS Firewall / Security Services Configuration...15 Abra Workforce Connections Firewall / Security Services Configuration...15 Network Security Configurations...16 Abra Workforce Connections Data Execution Prevention Settings...17 Install Sage Abra SQL HRMS...19 Install Sage Abra SQL HRMS Install Sage Abra U.S. Payroll (SQL)...35 Step 1 - Set up System Database Step 2 Create SQL Database Step 3 Set up Company Database Step 4 Add Employer Step 5 Set Up the Database Database Configuration...45 Employer Configuration...46 Employee Configuration...47 Step 6 Synchronize Employees Upgrade Sage Abra U.S. Payroll (SQL) Activate Licensing...55 To Activate Licensing Tax Upgrade for Sage Abra U.S. Payroll (SQL)...61 To upgrade taxes Upsize Data...63 To Run the Data Upsizing Wizard To Run the Data Upsizing Elf Installation and Setup Guide i

4 Introduction Install Crystal Reports Install Sage Abra SQL HRMS Clients Prepare to Install Step One: Enable the proper protocols on the server Step Two: Enable the SQL Browser Service Step Three: Verify the Connection on the Client Install Sage Abra SQL HRMS Client Overview To Install the Client Launch Sage Abra SQL HRMS To Launch Sage Abra SQL HRMS Upgrade Custom Reports To Change the Data Source Field Name Changes Checking for Empty Dates Appendix Add a Product or Option to an Existing Sage Abra SQL HRMS system Support and Documentation ii Sage Abra SQL HRMS

5 Overview Important! We recommend that this product be installed by a certified Business Partner. Introduction Sage Abra SQL HRMS can use the SQL Server 2005, SQL Server 2005 Express Edition, SQL Server 2008, or SQL Server 2008 Express database engines. If you need to reinstall Sage Abra SQL HRMS in a different location from where you originally installed it, you must first uninstall Sage Abra SQL HRMS (use Add or Remove Programs to uninstall), and then install it in the new location. If you have entered live data, be sure to back up all your SQL user databases, the \DATA subdirectory, and the \CUSTOM directories using your external backup procedures before uninstalling. If you are installing Sage Abra SQL HRMS v10.0 with Sage Abra U.S. Payroll (SQL) and you have Accpac ERP version 5.5 or earlier installed, the new installation overwrites the Accpac system manager files (which control other Accpac modules). Please contact Customer Support to resolve this issue before continuing. If you choose to continue, your data can be corrupted. Installation and Setup Guide 1

6 Hardware and Software Requirements and Recommendations Hardware and Software Requirements and Recommendations This section provides the recommended hardware and software that you will need to install and run Sage Abra SQL HRMS and Sage Abra Workforce Connections. Confirm that all server and client machines have all the latest Microsoft Windows updates installed before you install or upgrade. Specifically, to successfully launch Sage Abra SQL HRMS after installation, you must have Microsoft.NET Framework 3.5 Service Pack 1 installed (the file dotnetfx35setup.exe is available from the Abra\Prerequisites folder on the Installation DVD). Sage Abra SQL HRMS (without Abra Workforce Connections) Server Requirements Processor Operating System Intel Pentium IV 2.4 (GHz) or higher Install and configure one of the following: Windows Server 2003, Standard or Enterprise Edition, Service Pack 1 or higher Note: For Windows Server 2003, SP2 or higher, you must verify that the Data Execution Prevention (DEP) settings are correct. Refer to page 17 for details. Windows Server 2008 Netware is currently not supported. Database Install and configure one of the following: SQL Server 2005 Standard Edition Service Pack 3. This must be set up using mixed mode authentication. Note: SQL Server 2005 is the recommended database to use with the Sage Abra U.S. Payroll (SQL) module. SQL Server 2005 Express Edition Service Pack 3. This is the default database installed with Abra Workforce Connections. Advanced Services is also required to run full text queries in Abra erecruiter when searching resumes. SQL Server 2008 Standard Edition Service Pack 2. SQL Server 2008 Express Edition Service Pack 2. Sage Abra SQL HRMS Sage Abra SQL HRMS v10.0 If you are installing Sage Abra Alerts and Sage Abra Workforce Connections on the same server, you must install Sage Abra Alerts before installing Abra Workforce Connections. 2 Sage Abra SQL HRMS

7 Hardware and Software Requirements and Recommendations RAM Hard Drive Drive Monitor 4 GB 2 GB for the first 1000 employees Additional 1 GB for each additional employees DVD drive (any drive capable of reading a DVD) SVGA monitor with 1024 x 768 (or higher) resolution. (Can be a minimum of 800 x 600 for server only) SQL Server Express is appropriate for organizations with five administrative Sage Abra SQL HRMS users or less and 25 concurrent AWC and erecruiter users or less. Organizations with more than five administrative Sage Abra SQL HRMS users or more than 25 concurrent AWC and erecruiter users (administrators, employees, and applicants) should consider a SQL Server 2005 or a SQL Server 2008 database. More helpful information: Information concerning SQL Server security, stability, and scalability is available at the following link: Abra Workforce Connections / Abra erecruiter Server Requirements Processor Operating System Intel XEON 2.4GHz or higher During Open Enrollment for Abra Workforce Connections: >500 but <1000 employees Intel XEON 3.0GHz >1000 but <3000 employees: Dual Intel XEON IV 3.0 GHz > 3000 employees: Quad Intel XEON IV 3.0 GHz Install and configure one of the following: Windows Server 2008 Install and configure: - Microsoft Internet Information Services web server and the World Wide Web Publishing Service - SMTP Service 1, 3 - ASP.NET 3.5 (must be added automatically during install) Warning: If ASP.NET 3.5 Framework is installed, you must navigate to the Internet Information Services (IIS) Manager and change the Web Service Extension for ASP.NET v3.5 from Prohibited to Allowed or you will be unable to open the AWC Web page. Installation and Setup Guide 3

8 Hardware and Software Requirements and Recommendations Server Requirements IIS v6.0: IIS v7.0: 4 Sage Abra SQL HRMS

9 Hardware and Software Requirements and Recommendations Server Requirements Windows Server 2003, Standard or Enterprise Edition, Service Pack 2 or higher. For information about Windows Server 2003, Web Edition, refer to the note at the end of this table. Note: For Windows Server 2003, SP2 or higher, you must verify that the Data Execution Prevention (DEP) settings are correct. Refer to page 17 for details. Install and configure: - Microsoft Internet Information Services web server and the World Wide Web Publishing Service - SMTP Service 1, 3 - ASP.NET 3.5 (must be added automatically during install) Warning: If ASP.NET 3.5 Framework installed, you must navigate to the Internet Information Services (IIS) Manager and change the Web Service Extension for ASP.NET v3.5 from Prohibited to Allowed, or you will be unable to open the AWC Web page. IIS v6.0: Installation and Setup Guide 5

10 Hardware and Software Requirements and Recommendations Server Requirements IIS v7.0: Use Manage Your Server to add and configure: - the Application Server role, including ASP.NET - the Mail Server role Note: Netware is currently not supported. Refer to the Abra Workforce Connections Technical Installation Guide for Windows 2003 and 2008 for configuration information for IIS and SMTP. 6 Sage Abra SQL HRMS

11 Hardware and Software Requirements and Recommendations Server Requirements Database Install and configure one of the following: SQL Server 2005 Standard Edition SP3. This must be set up using mixed mode authentication. SQL Server 2005 Express Edition SP3. This is the default database installed with Abra Workforce Connections. Advanced Services is required to run full text queries in Abra erecruiter when searching resumes. SQL Server 2008 Standard Edition SP2. This must be set up using mixed mode authentication. SQL Server 2008 Express Edition SP2. Sage Abra SQL HRMS RAM Hard Drive Refer to the Abra Workforce Connections Technical Installation Guide for Windows Server 2003 and 2008 for configuration information for SQL Server and mixed mode authentication setup. Sage Abra SQL HRMS v10 If you are installing Sage Abra Alerts and Abra Workforce Connections on the same server, you must install Sage Abra Alerts before installing Abra Workforce Connections. 4 GB 2 GB for the first 1000 employees Additional 1 GB for each additional 1000 employees Drive DVD drive (or any drive capable of reading a DVD) Monitor SVGA 1024 x 768 resolution or higher. (for server only, this can be a minimum of 800 x 600) SQL Server Express is appropriate for organizations with 5 administrative HRMS users or less and 25 concurrent AWC and Abra erecruiter users or less. Organizations with more than 5 administrative HRMS users or more than 25 concurrent AWC and Abra erecruiter users (administrators, employees, applicants) should consider SQL Server. About Windows Server 2003 Web Edition: SQL Server 2005 or 2008 Express Edition can be installed on the same server that is running Windows Server 2003 Web Edition SQL Server cannot be installed on the same server that is running Windows Server 2003 Web Edition. However, you can use SQL Server with Windows Server 2003 Web Edition if SQL Server resides on a different server. About Windows Server 2008 Web Edition: Installation and Setup Guide 7

12 Hardware and Software Requirements and Recommendations SQL Server 2005 or 2008 Express Edition can be installed on the same server that is running Windows Server 2008 Web Edition. SQL Server can be installed on the same server that is running Windows Server 2008 Web Edition. More helpful information: Information concerning SQL Server security, stability, and scalability is available at the following link: 8 Sage Abra SQL HRMS

13 Hardware and Software Requirements and Recommendations Sage Abra SQL HRMS and Abra Workforce Connections on Same Server Server Requirements Processor Operating System Intel XEON 2.4 (GHz) or higher During Open Enrollment for Abra Workforce Connections: >500 but <1000 employees: Intel XEON 3.0 GHz >1000 but <3000 employees: Dual Intel XEON IV 3.0 GHz >3000 employees: Quad Intel XEON IV 3.0 GHz Install and configure one of the following: Windows Server 2008 Install and configure: - Microsoft Internet Information Services web server and the World Wide Web Publishing Service - SMTP Service 1, 3 - ASP.NET 3.5 (must be added automatically during install) Warning: If ASP.NET 3.5 Framework installed, you must navigate to the Internet Information Services (IIS) Manager and change the Web Service Extension for ASP.NET v3.5 from Prohibited to Allowed, or you will be unable to open the AWC Web page. Installation and Setup Guide 9

14 Hardware and Software Requirements and Recommendations Server Requirements IIS v6.0: IIS v7.0: 10 Sage Abra SQL HRMS

15 Hardware and Software Requirements and Recommendations Server Requirements Windows Server 2003, Standard or Enterprise Edition Service Pack 2 (or higher) is required to install SQL Server Express Edition on Windows Server (For information about Windows Server 2003, Web Edition, refer to the note at the end of this table.) Note: For Windows Server 2003, SP2 or higher, you must verify that the Data Execution Prevention (DEP) settings are correct. Refer to page 17 for details. Install and configure the Application Server, including: - Microsoft Internet Information Services web server 6.0 or 7.0 and the World Wide Web Publishing Service - SMTP Service 1, 3 - ASP.NET 3.5 Framework (added during install) Warning: If ASP.NET 3.5 Framework is installed, you must navigate to the Internet Information Services (IIS) Manager and change the Web Service Extension for ASP.NET v3.5 from Prohibited to Allowed, or you will be unable to open the AWC Web page. Installation and Setup Guide 11

16 Hardware and Software Requirements and Recommendations Server Requirements IIS v6.0: IIS v7.0: Use Manage Your Server to add and configure: - the Application Server role, including ASP.NET - the Mail Server role, including your e mail domain name 12 Sage Abra SQL HRMS

17 Hardware and Software Requirements and Recommendations Server Requirements Note: Netware is currently not supported. Refer to the Abra Workforce Connections Technical Installation Guide for Windows 2003 and 2008 for configuration information for IIS and SMTP. Database Install and configure one of the following: SQL Server 2005 Standard Edition Service Pack 3(must be set up using mixed mode authentication) SQL Server 2005 Express Edition Service Pack 3. This is provided during Abra Workforce Connections installation. Advanced Services is required to run fulltext queries in Abra erecruiter when searching resumes. SQL Server 2008 Standard Edition Service Pack 2 SQL Server 2008 Express Edition Service Pack 2 Sage Abra SQL HRMS RAM Hard Drive Refer to the Abra Workforce Connections Technical Installation Guide for Windows Server 2003 or 2008 for configuration information for SQL Server and mixed mode authentication setup. Sage Abra SQL HRMS v10.0 If you are installing Sage Abra Alerts and Abra Workforce Connections on the same server, you must install Sage Abra Alerts before installing Abra Workforce Connections. 4 GB 2 GB for the first 1000 employees 1 GB for each additional 1000 employees Drive Monitor DVD drive (or any drive capable of reading a DVD) SVGA 1024 x 768 resolution or higher. (for server only, this can be a minimum of 800 x 600) Performance may dictate moving the installed applications to a multi server environment. SQL Server 2005 Express Edition (the embedded database installed with Abra Workforce Connections) is appropriate for organizations with 5 administrative HRMS users or less and 25 concurrent AWC users or less. Organizations with more than 5 administrative HRMS users or more than 25 concurrent AWC and Abra erecruiter users (administrators, employees, applicants) should consider SQL Server. About Windows Server 2003 Web Edition: SQL Server 2005 Express Edition can be installed on the same server that is running Windows Server 2003 Web Edition Installation and Setup Guide 13

18 Hardware and Software Requirements and Recommendations SQL Server cannot be installed on the same server that is running Windows Server 2003 Web Edition. However, you can use SQL Server with Windows Server 2003 Web Edition if SQL Server resides on a different server. About Windows Server 2008 Web Edition: SQL Server 2005 Express Edition can be installed on the same server that is running Windows Server 2008 Web Edition. SQL Server cannot be installed on the same server that is running Windows Server 2008 Web Edition. More helpful information: Information concerning SQL Server security, stability, and scalability is available at the following link: Client System Requirements Client Requirements for Sage Abra SQL HRMS Client Requirements for Sage Abra SQL HRMS Computer/Processor Intel Pentium III or compatible 1.3 (GHz) or higher Operating System Windows XP SP3 Windows Vista SP1 or higher Windows 7 RAM Windows XP: 1 GB Windows Vista: 1 GB Hard Drive Display Peripherals Windows 7: 1 GB 50MB available space required for client installed components SVGA 1024 x 768 resolution or higher, using a High Color (16 bit) display setting or higher Mouse or other compatible pointing device Client Requirements for Web Access to Abra Workforce Connections and erecruiter only Your system must meet the minimum requirements for Microsoft Internet Explorer version 7 or version Sage Abra SQL HRMS

19 Hardware and Software Requirements and Recommendations Sage Abra SQL HRMS - Firewall / Security Services Configuration The firewall considerations for Abra SQL HRMS clients are as follows: Outgoing connections The following ports must be open for clients to connect to AWC: www http: 80/TCP This is needed only when non secure (http) access to the server is allowed. https: 443/TCP This is needed only if you want https access to the server and it is configured When Abra SQL HRMS is configured to connect to a non local SQL Server, incoming and outgoing traffic for the following port is required. Refer to Microsoft Knowledge Base article INF: TCP Ports Needed for Communication to SQL Server through a Firewall at: mssql ms sql: 1433/TCP Abra Workforce Connections - Firewall / Security Services Configuration The firewall considerations for an Abra Workforce Connections server are as follows: Incoming connections The following ports must be open for incoming connections to the server: www http: 80/TCP This is needed only when non secure (http) access to the server is allowed. https: 443/TCP This is needed only if you want https access to the server and it is configured Outgoing connections When Abra Workforce Connections is configured to connect to a non local SQL Server, incoming and outgoing traffic for the following port is required. Refer to Microsoft Knowledge Base article INF: TCP Ports Needed for Communication to SQL Server through a Firewall at: us;q mssql ms sql: 1433/TCP To resolve IP addresses via DNS (depending on your server configuration), the following ports need to be open: domain: 53/TCP Installation and Setup Guide 15

20 Hardware and Software Requirements and Recommendations domain: 53/UDP To send mail from the local SMTP service, at least the following port has to be available if outgoing e mails are configured to be sent or forwarded from the Abra Workforce Connections server: smtp: 25/TCP Network Security Configurations The following images are of common configurations that are used when implementing Abra Workforce Connections or erecruiter. These are guidelines only and can be modified for your environment. Basic Network Security IIS behind Firewall Advanced Network Security IIS and Two Demilitarized Zones (DMZs) 16 Sage Abra SQL HRMS

21 Hardware and Software Requirements and Recommendations Enhanced Network Security IIS in Demilitarized Zone (DMZ) Abra Workforce Connections - Data Execution Prevention Settings Data Execution Prevention (DEP) is a set of hardware and software technologies that perform additional checks on memory to help prevent malicious code from running on a system. If you are running Abra Workforce Connections on a Windows 2003 Server with Service Pack 1 or higher, you must verify the DEP settings are correct. On the Abra Workforce Connections server, follow the steps below. We recommend that these steps be performed only by the company s IT department. Note: After verifying the DEP settings, you will be instructed to reboot the server. Therefore, before you begin, we recommend you make the necessary preparations for this required server reboot. 1. Verify the operating system is Windows 2003 Server with Service Pack 1 or higher: click Start > Run, type winver, and press Enter. 2. Verify the processor supports hardware DEP: a. Go to Control Panel > System > Advanced. b. Click Settings in the Performance section. c. Click the Data Execution Prevention tab. d. Verify that you do not see the following text at the bottom of the tab: Your computer s processor does not support hardware based DEP. However,... Installation and Setup Guide 17

22 Hardware and Software Requirements and Recommendations 3. If you do not see the text and Abra Workforce Connections is generating error , do the following to switch DEP settings: a. Go to Control Panel > System > Advanced. b. Click Settings in the Performance section. c. Click the Data Execution Prevention tab. d. Select Turn on DEP for essential Windows programs and services only. e. Click OK to save and close all dialog boxes. 4. Reboot the server. Tip: Refer to the following Microsoft Knowledge Base article for more information on DEP: 18 Sage Abra SQL HRMS

23 Read the following before you begin. Install Sage Abra SQL HRMS Confirm that server and client workstations have all the latest Microsoft Windows updates installed. If you are upgrading from a previous version and have been running Abra on client workstations, you must first uninstall all clients before you install the server (see page 72). To install, you must have Administrator access and access to the Abra SQL HRMS data. The Sage Abra SQL HRMS installation creates the physical databases, system tables, user defined functions, and stored procedures. If the Enterprise SQL DB Administrator will not provide an account with DB Create credentials, do the following: - Have the Enterprise SQL DB Administrator create a SQL account especially for the Abra SQL HRMS SQL database and give that account name to the install team. For the install only, this SQL account must have full DB Create (administrative) credentials. - Immediately after the install have the Enterprise SQL DB Administrator downgrade this account to DB Owner credentials only. Be advised that the account used on the installation panel is the same account and password that will be used by the Abra SQL HRMS application. To test this account and password combination, refer to the Database Connection Tool instructions on page 75. If you are upgrading from a previous version of 8.x, before you upgrade you should back up the database within the existing version. This ensures that when the install process creates a backup, it is placed in the correct location. Starting with Sage Abra SQL HRMS v10.0, you can no longer do a side by side installation (that is, having two or more previous versions running on the same system). If you are upgrading from a previous version and are currently running a side by side installation, please contact Customer Support for assistance before you begin the installation (see last page for contact information). When installing or upgrading Sage Abra SQL HRMS on a server that is different from the SQL Server configured for use by Sage Abra SQL HRMS (that is, the server has changed from when Sage Abra SQL HRMS 8.5 was initially configured), you must restore the following databases from the Abra\Backup folder on your product install DVD, to your SQL Server. Note: If you do not use sample data, it is not necessary to restore the sample database. However, any time a user selects to use sample data without restoring Abra HRMS_Sample.bak, an error will occur, requiring a restart of Abra. Installation and Setup Guide 19

24 Hardware and Software Requirements and Recommendations When using Abra HRMS without Payroll, restore the following database: Abra HRMS_Sample.bak When using Abra HRMS with Payroll, restore the following databases: Abra HRMS_Sample.bak AbraHRMS_System.bak Before installing Sage Abra SQL HRMS on Vista or a Windows 2008 Server, you must disable User Account Control (UAC): Select Start > Control Panel > User Accounts. In the User Accounts Tasks window, click Turn User Account Control on or off. If the UAC is currently configured in Administrator Approval Mode, the User Account Control message appears. Click Continue Clear the Use User Account Control (UAC) to help protect your computer check box, and click OK. Click Restart Now to apply your changes. When upgrading to v10.0, all employees who are set as supervisors are automatically assigned as hiring managers. If you do not want all supervisors to be assigned as hiring managers, after installation, you can do a mass update to change their hiring manager indicator to No: 1. Create a backup of the data. 2. Start the Mass Update function and set the following: Set the Update File to Employee Personnel Set the Update Field to Hiring Manager (Y/N) Set Records to Update <This value is left blank> Set New Value to N Note: If you are using Sage Abra erecruiter, the hiring manager has the ability to create, approve, interview, and hire employees. If you are not using Sage Abra erecruiter, you may still want to indicate which employees are hiring managers within the company. You can then create reports or queries to report on employees who are hiring managers. When you enter text in fields on the installation screens (such as company name or server name), the text must contain only alpha or numeric characters (alphabetic characters a z, A Z and numeric characters 0 9). You must not use any spaces or special characters, such as or punctuation marks. 20 Sage Abra SQL HRMS

25 Install Sage Abra SQL HRMS Install Sage Abra SQL HRMS 1. Close all running applications. 2. Verify Microsoft.NET Framework 3.5 SP1 is installed. Open Control Panel/Add or Remove Programs and locate the following: If Microsoft.NET Framework 3.5 SP1 is not installed: a. On the Sage Abra SQL HRMS v10.0 Installation DVD, navigate to the Abra\Prerequisites folder. b. Double click dotnetfx35setup.exe to install the required.net framework. 3. Install the Microsoft Visual C Redistributable Package (x86): a. On the Sage Abra SQL HRMS v10.0 Installation DVD, navigate to the Abra\Prerequisites folder. b. Double click vcredist_x86.exe to install the runtime file. c. When installation is complete, reboot your machine. 4. Insert the Sage Abra SQL HRMS v10.0 Installation DVD into your DVD drive. If Autorun is enabled, the Installation dialog box opens. If the Installation dialog box does not automatically open, browse to your DVD drive, and then double click Launch.exe. Tip: If you are installing from a folder on a hard drive, you must use a mapped drive. Installation and Setup Guide 21

26 Install Sage Abra SQL HRMS 5. Click Sage Abra SQL HRMS to access the Sage Abra SQL HRMS installation screen. 6. If you will be using Sage Abra SQL HRMS with SQL Server 2005, proceed to step 6. If you want to install SQL Server 2005 Express Edition, complete step Sage Abra SQL HRMS

27 Install Sage Abra SQL HRMS 7. Select Install SQL Server 2005 Express Edition and proceed with the installation. Be advised of the following information before you install: You must remove any beta or Community Technology Preview (CTP) versions of SQL Server Management Studio Express from your system before installation. Otherwise, this installation of SQL Server 2005 Express Edition will fail. A known issue can cause the installation of SQL Server 2005 Express Edition to pause for a significant amount of time during the installation. That is, when the primary domain has many external trust relationships with other domains, or many lookups are performed at the same time, the time required to look up domain group names may increase significantly. To work around this issue, you can temporarily disable the network on the computer where the installation will run. To do this, either disconnect the network cable or type the following command at a command prompt: ipconfig /release The installed SQL Server 2005 Express Edition instance is named AbraHRMSx. The system checks for, and if necessary, installs prerequisites for installation (Windows Installer 3.1,.NET Framework 2.0, and MDAC 2.8) before it begins installing SQL Server 2005 Express: The required components are configured: Installation and Setup Guide 23

28 Install Sage Abra SQL HRMS The configuration includes a new version of SQL Server Books Online. However, if SQL Server 2005 Express Edition is already installed, the following warning displays. Click OK to proceed., a. SQL Server Management Studio Express is included in the installation. Click Next on the Welcome page to proceed: b. Review the License Agreement and select I accept the terms in the license agreement. Click Next. 24 Sage Abra SQL HRMS

29 Install Sage Abra SQL HRMS d. On the Registration page, enter your name and organization. Click Next. Installation and Setup Guide 25

30 Install Sage Abra SQL HRMS e. Select Management Studio Express to install the interactive management tools. Click Next. f. Click Install to begin the installation. g. When installation is complete, click Finish. 26 Sage Abra SQL HRMS

31 Install Sage Abra SQL HRMS h. After completing the SQL Server Express and SQL Server Management Studio Express installations, open Management Studio Express (Start > Programs > SQL Server 2005 > SQL Server Management Studio), go to the Object Explorer tab, and verify that the AbraHRMSx instance exists. If the AbraHRMSx instance does not exist: right click My Computer > Manage > Services and Applications > Services > MS SQL Server and restart the service. 8. When the SQL Server 2005 Express Edition installation is complete, restart your system. If the Sage Abra SQL HRMS Installation dialog box does not automatically open as shown below, repeat step 2 above. Installation and Setup Guide 27

32 Install Sage Abra SQL HRMS 9. Click Install Sage Abra SQL HRMS 10.0 to open the Welcome dialog box. Click Next. 28 Sage Abra SQL HRMS

33 Install Sage Abra SQL HRMS 10. Review the Sage End User License Agreement in the License Agreement dialog box then select I accept the terms of the license agreement. Click Next. 11. In the Customer Information dialog box, enter your user name, company name, serial number, and install code. Click Next. Installation and Setup Guide 29

34 Install Sage Abra SQL HRMS 12. The Choose Destination Locations dialog box shows the default destination folders where Sage Abra SQL HRMS and Sage Abra U.S. Payroll (SQL) will be installed. Click Next. 13. In the SQL Setup dialog box: If you are using SQL Server, enter the server name, user name, and password in the corresponding fields. The SQL Server logon you enter must have administrator permissions. If you are installing using SQL Server Express, enter <computer name>\abrahrmsx (for example, flh \abrahrmsx) for the Server Name, then enter sa in the User Name field and Abrahrms! in the Password field. Optionally, select Install Sample Data if you want to include sample data in your installation. 30 Sage Abra SQL HRMS

35 Install Sage Abra SQL HRMS 14. Click Next to establish a connection with the server. If you receive a message that the server name, user name, or password is invalid, verify that your entries are correct. If you are installing for SQL Server Express and you did not restart your system before installing Sage Abra SQL HRMS, cancel the installation, restart your computer, and try reinstalling. 15. Review the information displayed under Current Settings in the Start Copying Files dialog box. If the information is incorrect, click Back and change your selections. If the settings are correct, click Next to proceed with the installation. 16. Click Finish on the InstallShield Wizard Complete dialog box. Restart your system if you are prompted to do so. Installation and Setup Guide 31

36 Install Sage Abra SQL HRMS 17. In Microsoft Windows, select Start > All Programs > Sage Software > Sage Abra HRMS > Abra HRMS Click OK to update Sage Abra SQL HRMS files. 19. After the files update, the Sage Abra SQL HRMS Logon page opens. 32 Sage Abra SQL HRMS

37 Install Sage Abra SQL HRMS Next Step: If you are upgrading from Sage Abra SQL HRMS 8.x, you are ready to launch the application. Proceed to Launch Sage Abra SQL HRMS (on page 82). If you are installing Sage Abra U.S. Payroll (SQL), proceed to the next section, Install Abra U.S. Payroll (SQL) (on page 1135). If you are upgrading from Sage Abra U.S. Payroll (SQL) 8.x, proceed to Upgrade Sage U.S. Payroll (SQL) (on page 55) If you are upgrading from Sage Abra Suite 7.x to Sage Abra SQL HRMS with HR, Attendance, or Training, proceed to the Upsize Data section (on page 163). Installation and Setup Guide 33

38 Install Sage Abra SQL HRMS 34 Sage Abra SQL HRMS

39 Install Sage Abra U.S. Payroll (SQL) Use the following steps to install Sage Abra U.S. Payroll (SQL). Step 1 Set up System Database Step 2 Create SQL Database Step 3 Set up Company Database Step 4 Add Employer Step 5 Set Up the Database Step 6 Synchronize Employees Important! This section contains procedures to connect to various databases. If you receive errors when you attempt to connect to a database, such as Unable to connect to the database (error=99) or Unable to connect to Payroll Database, we recommend you install a SQL native client on your system to correct the problem. If you are using Microsoft SQL Server 2005, go to the \Abra\Prerequisites folder on the Sage Abra SQL HRMS v10.0 Installation DVD and double click sqlncli_2005_x64.msi or sqlncli_2005_x86.msi to install the appropriate 64 or 32 bit Microsoft SQL Server 2005 Native Client. If you are using Microsoft SQL Server 2008, go to the \Abra\Prerequisites folder on the Sage Abra SQL HRMS v10.0 Installation DVD and double click sqlncli_2008_x64.msi or sqlncli_2008_x86.msi to install the appropriate 64 or 32 bit Microsoft SQL Server 2005 Native Client. After installing the SQL Native Client, try again to connect to the database. Step 1 - Set up System Database The system database contains security information for all companies assigned to the database. System databases must be established before an individual company database can be set up. So when a new company database is created, the user can choose a specific system database to assign to a company. Each database must have a unique Database ID code (up to six characters) that cannot be changed after it has been assigned. 1. Select All Programs > Sage Software > Sage Abra HRMS > Payroll Database Setup. The Database Setup page displays. Installation and Setup Guide 35

40 Step 1 - Set up System Database 2. The Payroll Database requires a password. Enter admin. 3. Click New. 4. Enter a Database ID, set the Database Format to Microsoft SQL Server and Database Category to the System option. 36 Sage Abra SQL HRMS

41 Step 1 - Set up System Database 5. Click OK. The Edit SQL Server Database Profile page displays. 6. Enter the server Description, Server name, Login ID, Password, and Database. Clear Enable application security. Click OK. The Database Setup page displays. 7. The database setup is complete. Click Exit. Installation and Setup Guide 37

42 Step 2 Create SQL Database Step 2 Create SQL Database Before setting up your company database, you must create a database in SQL Server. 1. Select Start > All Programs > Microsoft SQL Server > Enterprise Manager. 2. Navigate to the Databases folder. 3. Right click the Databases folder and select New Database. 4. Enter a Name for your database. You can have up to six characters. 5. Click OK. The database you created has been added. 38 Sage Abra SQL HRMS

43 Step 3 Set up Company Database 6. Exit SQL Server Enterprise Manager. Step 3 Set up Company Database 1. Select All Programs > Sage Software > Sage Abra HRMS > Payroll Database Setup. The Payroll Database Setup page displays. 2. The Payroll Database requires a password. Enter admin. 3. Click New. The New Database page displays. 4. Enter the Database ID, set the Database Format to Microsoft SQL Server. Installation and Setup Guide 39

44 Step 3 Set up Company Database 5. For Database Category select Company, and for System Database ID, select the System Database you created. 6. Click OK. The Edit SQL Server Database Profile page displays. 7. Enter the server Description, Server name, Login ID, Password, and Database. Note: For the Database name, enter the database you created in SQL Server Enterprise Manager. 40 Sage Abra SQL HRMS

45 Step 3 Set up Company Database 8. Click OK. The Database Setup page displays. 9. Click Verify to confirm the information has been entered correctly. The Verify Database page displays. 10. The database you just created is in the Include column. Installation and Setup Guide 41

46 Step 3 Set up Company Database 11. Click Verify. The system runs through several processes and a Verification complete message appears. 12. Click OK. Then click Close. The Verify Database page displays. 13. Click Cancel. The Database Setup page displays. 14. T o add additional company databases, click New, or click Exit if you are finished. Sample Database In order to use Sample data, you must run Payroll Database Setup to create a link to the SQL sample data. 1. In the Database Setup page, click New. The New Database page displays. 2. Enter ZSI for the Database ID. Note that if a Database ID other than ZSI is entered, the sample database will not open correctly. 3. Enter Microsoft SQL Server for the Database Format. 4. Select Company as the Database Category and select the appropriate System Database ID. 5. Click OK. The Edit SQL Server Database Profile page displays. 42 Sage Abra SQL HRMS

47 Step 4 Add Employer 6. Enter the server Description (should have something to do with Sample data), Server name, Login ID, Password, and Database. 7. Click OK. The Database Setup page displays. Step 4 Add Employer 1. Select All Programs > Sage Software > Sage Abra HRMS > Abra HRMS Log on as Master to Live Data. 3. Select Enterprise on the Select Employer page. 4. From the Navigation Pane, select System > Tasks > Add Employer. The Employer Setup page displays. Installation and Setup Guide 43

48 Step 5 Set Up the Database 5. Enter your employer information. For Payroll Database ID, enter the ID for the database you created in SQL Enterprise Manager. 6. Click OK. 7. Exit Sage Abra SQL HRMS. Step 5 Set Up the Database To finalize setup for the Sage Abra U.S. Payroll (SQL) module, the Database Configuration, Employer Configuration, and Employee Configuration must be completed. 1. In Windows, select Start > All Programs > Sage Software > Sage Abra HRMS > Abra HRMS Enter MASTER in the Username field then select Live Data and click Logon. 44 Sage Abra SQL HRMS

49 Step 5 Set Up the Database 3. Select the employer in the Employer field then click OK. Database Configuration 1. From the Navigation Pane, select Setup > Payroll > Database Configuration. Installation and Setup Guide 45

50 Step 5 Set Up the Database 2. On the Database Configuration page, enter or select from the drop down list the SQL Server name in the Abra SQL HRMS SQL Server Name field. 3. Enter the name of the database from where the employee information will be transferred into Sage Abra U.S. Payroll (SQL) in the Abra HRMS Database Name field. (For the live database, AbraHRMS_Live, for the sample database, AbraHRMS_Sample.) 4. Enter the SQL logon credentials in the Database User and Database Password fields. 5. Click Test Connection to ensure the database connection is successful. 6. Click Save to save database connection information. 7. Click Close. Employer Configuration 1. From the Navigation Pane, select Setup > Payroll > Employer Configuration to open the Employer Configuration page. 2. Select Use Interface US Payroll to activate a connection to Sage Abra U.S. Payroll (SQL). Note: This box can be cleared to temporarily disengage integration for maintenance or other purposes. 46 Sage Abra SQL HRMS

51 Step 5 Set Up the Database 3. For Link Payroll Company to US Payroll, select the organizational relationship between Sage Abra U.S. Payroll (SQL) and Sage Abra SQL HRMS, in this case Employer. 4. For Abra SQL HRMS Employer to US Payroll, select the Sage Abra SQL HRMS employer or company that includes the employees you want to pay. 5. Click Save to save the Employer Configuration. 6. Click Close. Employee Configuration 1. From the Navigation Pane, select Setup > Payroll > Employee Configuration to open the Employee Configuration page, where you can map employee record fields in Sage Abra U.S. Payroll (SQL) to HR, based on Payroll Profile IDs. Installation and Setup Guide 47

52 Step 5 Set Up the Database 2. Enter a Profile ID and Description. 3. Click or press F7 to display the Sage Abra U.S. Payroll (SQL) fields in the Accpac Field column of the Employee Configuration page. The Accpac Fields (Sage Abra U.S. Payroll (SQL) fields) that appear may need to be mapped to appropriate Sage Accpac HRMS fields (HR). Map the Sage Abra U.S. Payroll (SQL) fields (Accpac Field column) to the appropriate HR fields in the Sage Accpac HRMS Field column, as follows: Double click the cells in the Sage Accpac HRMS Field (HR) column to display the dropdown list of field options that can be selected for mapping. The drop down list displays fields from HR, or from any of the user defined fields from non multiple record Custom Detail pages in HR (Custom Panels are created in System > Design Custom Details). Select the appropriate mapping option. 4. Complete your regular payroll setup before mapping the other tabs (Class, Earning, Deduction/Benefit, Advance, Expense Reimbursement, Accrual, and Shift Differential Schedule). 5. Click Save. 6. Click Close. 48 Sage Abra SQL HRMS

53 Step 6 Synchronize Employees Step 6 Synchronize Employees The Synchronize Employees process enables you to transfer information from HR to Sage Abra U.S. Payroll (SQL). 1. From the Navigation Pane, select Payroll > Process Payroll > Synchronize Employees to open the Synchronize Employees page. Only one user can use the Synchronize Employees process at a time. If this page is open, no configuration pages can be opened, nor can configuration changes be saved. Installation and Setup Guide 49

54 Step 6 Synchronize Employees 2. Use the Finder to select the employee Profile ID from where you want to transfer employee records. 3. Click Get Employee to display a list of employees that fit the selected profile. Change the employee selection by selecting or clearing the employee status boxes at the top of the page, by selecting a specific Pay Frequency, Organization Level, Organization Code, or by setting a specific Employee ID range. Select or clear employee records for processing without changing the overall selection criteria by changing the value of the cells in the Include? column to Yes (to include) or No (to exclude) the item. 50 Sage Abra SQL HRMS

55 Step 6 Synchronize Employees 4. In the Benefit section, select the benefits you want to include or exclude. Installation and Setup Guide 51

56 Step 6 Synchronize Employees 5. Click Process when you are ready to transfer the employees. The result of the transfer displays for you to review. 6. Click Print to print the results if needed. 52 Sage Abra SQL HRMS

57 Step 6 Synchronize Employees 7. After reviewing the results, click Update to complete the process and update Sage Abra U.S. Payroll (SQL). The items in the Status column change to Updated. 8. Click Print to print the results of the update, to view any errors that may have occurred. You can also export the update reports to a file to serve as a log of all the data transfers that were processed. 9. Click Finish. The Synchronize Employees page is displayed. 10. Click Close when you are finished synchronizing employees. Installation and Setup Guide 53

58 Step 6 Synchronize Employees 54 Sage Abra SQL HRMS

59 Upgrade Sage Abra U.S. Payroll (SQL) Activate Licensing To activate licensing, use the following steps when you are upgrading from Sage Abra U.S. Payroll (SQL) v8.5 to Sage Abra U.S. Payroll (SQL) v10.0. To Activate Licensing 1. Back up your data, if you have not already done so. 2. Run the Sage Abra SQL HRMS v10.0 installation. (see page 19) 3. In Windows Explorer, navigate to the Sage Accpac Runtime folder ( \Program Files\Sage Software\Sage Accpac\Runtime) and double click accpac.exe. 4. The Open Company dialog box opens. Select the company for which to activate the upgrade and click OK. Note that if you have multiple companies set up, you need to activate them one at a time. 5. From the main company page, select Administrative Services. Installation and Setup Guide 55

60 To Activate Licensing 6. From the Administrative Services page, select Data Activation. If you have not backed up your company database, click No to the Data Activation dialog box, back up your data, and begin data activation again. If you have backed up your data, click Yes to proceed with activation. 7. From the Applications for Activation list, select the relevant applications. You must select the US Payroll 5.6A. 56 Sage Abra SQL HRMS

61 To Activate Licensing 8. As you select applications, a message may display to indicate additional required programs. For example, if you select Bank Services 5.6A, the following message appears: 9. Select all relevant applications and click Next. Installation and Setup Guide 57

62 To Activate Licensing 10. A screen appears with all your selections. Click the first application to highlight it and then click Activate. 11. When activation is complete, click Close to return to the Administrative Services page. 58 Sage Abra SQL HRMS

63 To Activate Licensing 12. If you have more than one company to activate, select File > Open Company from the main menu and then repeat steps 3 10 for each company. 13. When you finish activations for all companies, select File > Exit from the main menu to close Sage Accpac ERP. 14. After you have completed installation and activation for all companies, and you have made any adjustments described in the Readme file, click Start > Programs > Sage Software > Sage Abra HRMS > Abra HRMS to log on to Sage Abra SQL HRMS and resume processing payrolls. Installation and Setup Guide 59

64 To Activate Licensing 60 Sage Abra SQL HRMS

65 Tax Upgrade for Sage Abra U.S. Payroll (SQL) If you have a previous version (such as version 8.4 or 8.5) of Sage U.S. Payroll (SQL), follow these steps to complete the upgrade to version You must complete these steps to upgrade and add local taxes to the payroll database. Important! You must complete the following steps to add local taxes to the payroll database. You will need appropriate permissions in SQL to run this file. Before you run this upgrade file, verify that all databases are activated. To upgrade taxes 1. On the DVD ROM drive, select Upgrade Tools > Scripts 2. Copy the contents of this folder to a folder on the SQL Server. 3. Click the TaxDataExport.exe file. The Local Tax Utility dialog box appears. 4. Enter the Server, Username, and Password. 5. Click Connect. All the databases on the server that have been activated appear in the list on the right. Installation and Setup Guide 61

66 To upgrade taxes 6. Select the databases to upgrade and then click Update Databases. Note: Depending on your system configuration, you could get an out of memory error if you select multiple databases at one time. If this occurs, restart and select the databases one at a time. 7. This upgrade can be run multiple times. 62 Sage Abra SQL HRMS

67 Upsize Data The Data Upsizing Wizard converts a Sage Abra Suite Visual FoxPro database to a SQL Server or SQL Server 2005 Express Edition database. Note: If you need to convert Sage Abra Link databases or databases you have created for custom applications, you must also run the Data Upsizing Elf (page 66) after you run the Data Upsizing Wizard. When you run the Data Upsizing Wizard, the structure of the database changes as follows: An integer type field named ID_Col is added to all tables that are automatically populated. The field value increments by one each time a new record is added. All date types are converted to date/time types. To avoid conflict with T SQL, all field names that are T SQL reserved words, that is desc, rule, table, and group, are converted to fdesc, frule, ftable, and fgroup. When upsizing to a SQL Server or SQL Server 2005 Express database: The Toolkit tables in the custom folder (such as TKSCREEN.DBF and TKTABLES.DBF) are added to the database. If any errors occur during the upsize, a message is displayed when the upsize is finished. If the table already exists in the target database, it is dropped and upsized again. The following table shows the data type conversions from Visual Fox Pro to SQL Server. VFP Data Type character numeric integer date logical memo general SQL Server Data Type char float int date/time (All empty dates are converted to NULLs) bit text image Installation and Setup Guide 63

68 To Run the Data Upsizing Wizard To Run the Data Upsizing Wizard 1. From the Start menu, select (All) Programs > Sage Software > Sage Abra HRMS > Data Upsizing Wizard to open the Data Upsizing Wizard dialog box. 2. Select SQL Server. 3. In the Database folder to upsize from field, select the location of the database folder you want to convert. 4. In the Temporary working folder field, select the location of the folder to use for the intermediary files needed during the conversion. The default is C:\Temp\UpsizeWiz\. 5. Enter the following information and then click Test SQL Connection to make sure the connection is valid. Note that the defaults display as a result of the installation, but you can change them if necessary. Server. This is stored in the Abrawin.ini file. Database name. This is the Live database name stored in the Abrawin.ini file. User ID. This is stored in the DBAccount.ini file. Password. This is stored in the DBAccount.ini file and is displayed as asterisks. 64 Sage Abra SQL HRMS

69 To Run the Data Upsizing Wizard Select the Photo Settings tab and set the location for your employee photos. Warnings: If you have photos in Sage Abra Suite you want to move to Sage Abra SQL HRMS, select Copy existing employee photos. In the Photo folder to copy from field, select the photo folder you want to copy. In the Photo folder to copy to field, select the location of the folder to use for your photos. 6. Click Start to begin the upsize process. The progress of the data upsizing is conveyed by two status bars. The first one represents the specific table being converted; the second one represents all tables in the database being converted. 7. When upsizing is complete, click OK. Next Step: Run the Data Upsizing Elf (only for Sage Abra Link and custom databases). Installation and Setup Guide 65

70 To Run the Data Upsizing Elf To Run the Data Upsizing Elf The Data Upsizing Elf converts Sage Abra Link databases and custom Visual FoxPro databases (such as those created for custom applications). When you run the Data Upsizing Elf, the structure of the database changes as follows: DBF files used in custom applications you have created are converted. Selected files from any folder containing DBF files are converted. If the table already exists in the target database, it is dropped and upsized again. The table below shows the data type conversions from Visual FoxPro to SQL Server. VFP Data Type character numeric integer date logical memo general SQL Server Data Type char float int date/time (All empty dates are converted to NULLs) bit text image 1. Use Windows Explorer to navigate to the...program Files > Sage Software > Sage Abra HRMS > (or the previous version for which you are upsizing) > Programs folder. 66 Sage Abra SQL HRMS

71 To Run the Data Upsizing Elf 2. Double click upsizeelf.exe to open the Data Upsizing Elf dialog box. 3. Select FoxPro as the Upsizing database destination. 4. In the Database folder to upsize from field, select the location of the database folder you want to convert. 5. In the Database table(s) to upsize field, select the database files you want to convert. 6. In the Temporary working folder field, select the location of the folder to use for the intermediary files needed during the conversion. The default is C:\Temp\UpsizeElf. 7. If you are upsizing Sage Abra HRMS tables or developing custom applications and you want to use the Abra Data Layer to access the data, select Add Abra HRMS data layer fields to upsized table. Installation and Setup Guide 67

72 To Run the Data Upsizing Elf 8. Click Start to begin the upsize process. The progress of the data upsizing is conveyed by two status bars. The first one represents the specific table being converted; the second one represents all tables in the database being converted. 9. When upsizing is complete, click OK. Next Step: Install Crystal Reports. 68 Sage Abra SQL HRMS

73 Install Crystal Reports You must install Crystal Reports version 2008 separately on each workstation that will be used to create custom reports. Before you install Crystal Reports 2008, we recommend that you first remove any other versions of Crystal that you may have installed on your system. Follow the installation instructions for Crystal Reports on the Sage Abra SQL HRMS v10.0 Installation DVD. Next Step: Launch Sage Abra SQL HRMS. Installation and Setup Guide 69

74 To Run the Data Upsizing Elf 70 Sage Abra SQL HRMS

75 Install Sage Abra SQL HRMS Clients Note: Never run the client installation procedure on a server. Verify the installation is running correctly on the server before installing Sage Abra SQL HRMS Clients. Prepare to Install On the server where Sage Abra SQL HRMS is installed, you must verify that the SQL Network Configuration is properly set up and configured. Review the information and procedures in this preparation section before you attempt to install a client. You must uninstall any existing Sage Abra SQL HRMS clients on the workstations before you proceed to install the version 10.0 client, as the client installation procedure does not update existing clients. Confirm that server and client workstations have all the latest Microsoft Windows updates installed. Specifically, to successfully launch a Sage Abra SQL HRMS client after installation, you must have Microsoft.NET Framework 3.5 Service Pack 1 installed. Refer to page Error! Bookmark not defined. for more information. Step One: Enable the proper protocols on the server 1. From the Windows Start Menu, select Programs > Microsoft SQL Server 2005 > Configuration Tools > SQL Server Configuration Manager. 2. In the SQL Server Configuration Manager, on the left panel, expand SQL Server 2005 Network Configuration. 3. Click Protocols for ABRAHRMSX. Note that ABRAHRMSX is the name of the SQL instance created by the SQL Express install provided on the Sage Abra SQL HRMS v10.0 Installation DVD. Another instance name may display if SQL Server is already installed on the machine. 4. Set the TCP/IP protocol to Enabled. For the purpose of client installs, the status of the other protocols does not matter. 5. Exit the SQL Server Configuration Manager. Installation and Setup Guide 71

76 Prepare to Install Step Two: Enable the SQL Browser Service 1. From the Windows Start Menu, select Programs > Microsoft SQL Server 2005 > Configuration Tools > SQL Server Surface Area Configuration. 2. In the Configure Surface Area for localhost section, select Surface Area Configuration for Services and Connections. 3. From the SQL Server 2005 Surface Area Configuration window, highlight Service in the left hand panel. 4. Verify the Service name (MSSQL$ABRAHRMSX in the figure above) is set to Automatic (in the Startup type field) and that it is Running (in the Service status field). Note: If it is not running, you must Start the service. 5. Highlight Remote Connections in the left hand panel. 72 Sage Abra SQL HRMS

77 Prepare to Install 6. Verify that Local and remote connections and Using TCP/IP only are selected. 7. Highlight SQL Server Browser in the left hand panel. You will see that the Startup type will be set to Disabled and the Service status will be set to Stopped. 8. Change the Startup type to Automatic and click Apply. Installation and Setup Guide 73

78 Prepare to Install 9. Click Start to start the SQLBrowser service. 10. Go to Programs > Administrative Tools > Computer Management to open the Computer Management window. 11. Select Services from the Services and Applications section and scroll down to the SQL Server entries. 74 Sage Abra SQL HRMS

79 Prepare to Install 12. Ensure that both the SQL Server and SQL Server Browser services are set to Started and Automatic. Step Three: Verify the Connection on the Client Use the Database Connection Tool to: Verify an existing database connection. Change existing information in order to establish a connection with a different server if you move your Sage Abra SQL HRMS database. 1. In Windows Explorer, navigate to Program Files > Sage Software > Sage Abra HRMS > 10.0 > Programs folder. 2. Double click dbconnect.exe. Installation and Setup Guide 75

80 Install Sage Abra SQL HRMS Client 3. In the Database Connection Tool dialog box, enter your server name, user ID, and password. You must provide a SQL Server logon that has been given administrator permissions. 4. Enter the names of your Live Database and Sample Database, and if you are using Payroll, the Payroll System Database and Payroll Sample Database. If you are using Payroll, enter the User ID and Password for the payroll link. 5. Click Test Connections to test for valid connections to the databases. If all connections are successful, the test results display: If you receive a message that the connections failed, verify your entries are correct. If you installed SQL Server and you did not restart your system before you started installing Sage Abra SQL HRMS, cancel the installation, restart your computer, and try installing again. 6. Click OK to return to the Database Connection Tool dialog box and click Save to establish your database connections. Install Sage Abra SQL HRMS Client Overview The Sage Abra SQL HRMS Client installation program will: Install any necessary system files in the system directory of the workstation. Register any necessary.ocx or.dll files on the workstation. Add a shortcut to the network installation of Sage Abra SQL HRMS to the workstation s Start Menu. The default program group is Sage Abra SQL HRMS Client. 76 Sage Abra SQL HRMS

81 Install Sage Abra SQL HRMS Client Note: Uninstalling the client from a workstation removes Sage Abra SQL HRMS access from the workstation. Uninstalling from the workstation or server from which you originally installed Sage Abra SQL HRMS removes the Sage Abra SQL HRMS program files. After Sage Abra SQL HRMS Client has been installed on the workstation, you can access the network installation of Sage Abra SQL HRMS by selecting Programs > Sage Software > Sage Abra HRMS > Abra HRMS 10.0 from the Windows Start menu. To Install the Client For each client workstation that must access Sage Abra SQL HRMS, do the following. 1. Verify Microsoft.NET Framework 3.5 SP1 is installed. Open Control Panel/Add or Remove Programs and locate the following: If Microsoft.NET Framework 3.5 SP1 is not installed: a. On the Sage Abra SQL HRMS v10.0 Installation DVD, navigate to the Abra\Prerequisites folder b. Double click dotnetfx35setup.exe to install the required.net framework. 2. Install the Visual C runtime executable: a. On the Sage Abra SQL HRMS v10.0 Installation DVD, navigate to the Abra\Prerequisites folder. b. Double click vcredist_x86.exe to install the runtime file. c. When installation is complete, reboot your machine. 3. Verify the client workstation has access rights to the network drive. 4. Map the client workstation to the server on which Sage Abra SQL HRMS is installed, and to the folder that contains both the Sage Abra HRMS and Sage Accpac folders. For example, map to \Program Files\Sage Software 5. From the Start Menu, select Run and enter the \\server name in the Open: field. Installation and Setup Guide 77

82 Install Sage Abra SQL HRMS Client 6. Click Browse and browse to the Client folder (Program Files > Sage Software > Sage Abra HRMS > 10.0 > Programs > Client). 7. Open the Client folder and double click setup.exe. The client installation begins. 78 Sage Abra SQL HRMS

83 Install Sage Abra SQL HRMS Client Important! If you see the following dialog box instead of the one above, please contact Customer Support for assistance (see last page for contact information). 8. Click Next. 9. Accept the terms of the license agreement and click Next. The installation begins to copy the files. Installation and Setup Guide 79

84 Install Sage Abra SQL HRMS Client 10. Click Next. 11. Click Finish when the installation is finished. 80 Sage Abra SQL HRMS

85 Installation and Setup Guide 81

86 Launch Sage Abra SQL HRMS Note: After installing Sage Abra SQL HRMS, you must always log on to Sage Abra SQL HRMS at least once on the server (not on a client install) to trigger the version update and serialization of the database. To Launch Sage Abra SQL HRMS 1. In Microsoft Windows, select Start > Programs > Sage Software > Sage Abra HRMS > Abra HRMS The system informs you that a new version was installed. 2. Click OK to update files and open Sage Abra SQL HRMS. 3. When the Logon page opens, enter your username and password (if you are installing for the first time, enter MASTER for the username and leave the password blank) and choose from the following options: click Live Data to begin setting up your employer s data click Sample Data to look at a sample employer s data Note: Sage Abra SQL HRMS v8.4 and higher has the ability to create and accept complex passwords, up to ten (10) characters in length. In addition, you can use uppercase and lowercase letters, as well as numbers and special characters (spaces are not permitted). In prior versions, passwords were automatically converted to uppercase. Because passwords are now case sensitive, the first time you log on to Sage Abra HRMS after upgrading, you must enter your password in all uppercase so the system can recognize it as the password you used to log on before the upgrade. After logon, you can change your password to whatever you like. If a password in a prior version contained numbers, the first time you log on to Sage Abra HRMS after upgrading to version 8.4, you must enter the password without the numbers. For example, if your password was TESTER12 in version 8.4, when you first log on to version 8.4, you must enter your password as TESTER. After logon, you can change your password to whatever you like. Installation and Setup Guide 82

87 To Launch Sage Abra SQL HRMS 4. If you installed Sage Abra US Payroll (SQL), the Employer Selection page opens where you can select the employer. When Sage Abra SQL HRMS opens, define Enterprise and Employer settings. Important! You must set up the enterprise and the employers before you install Abra Workforce Connections. Note: If you receive errors when you attempt to connect to a database, such as Unable to connect to the database (error=99) or Unable to connect to Payroll Database, we recommend you install a SQL native client on your system to correct the problem. (see page 35) Next Step: Upgrade custom reports. Installation and Setup Guide 83

88 Upgrade Custom Reports In order to use the custom reports you created with Sage Abra Suite 7.x, you must change the data source in each report and save it to a new folder. Before you begin You must have Sage Abra SQL HRMS and Crystal 2008 installed. You must have run the Data Upsizing Wizard to upsize your data. To Change the Data Source 1. Log on to Sage Abra SQL HRMS. You must be logged on to Sage Abra Suite, because the data source in the reports you are upgrading still references the ADA (Abra Data Access). 2. From the Sage Abra Quick Launch Toolbar, click Crystal > Crystal Reports to launch Crystal Reports. The Welcome to Crystal Reports dialog opens. 3. Open one of your custom reports. 4. From the Crystal Reports main menu, select Database > Set Datasource Location. The Set Datasource Location dialog box opens. Note: If Sage Abra HRMS Data Access has been created under OLE DB (ADO), select Abra HRMS Data Access, and click Update. Repeat for subreports if needed. If a field name has changed, proceed to the following Field Name Changes section. 5. In the Replace With section, click the plus sign to expand Create New Connection. 6. Click the plus sign to expand OLE DB (ADO). Installation and Setup Guide 84

89 To Change the Data Source 7. Double click Make New Connection. 8. The OLE DB (ADO) dialog box opens. Click once to highlight Abra HRMS Data Access (OLE DB Provider). Installation and Setup Guide 85

90 To Change the Data Source 9. Click Finish. The Set Datasource Location dialog box opens. 10. In the Replace with section, click once to highlight Abra HRMS Data Access. 11. In the Current Data Source section, click once to highlight Abra Data Access. 12. Click Update to update the old Sage Abra Suite data source with the new Sage Abra SQL HRMS data source. Note: You must have the data source to change from selected in the top section and the data source to change to selected in the bottom section before you Update. 13. In the Create New Connection/OLE DB folder, right click Abra HRMS Data Access and select Add to Favorites. 14. Repeat Steps 3 through 13 for each custom report and subreport. Depending on the complexity of your report, you may also need to change field names that are T SQL reserved words, that is desc, rule, table, and group, and check for empty dates. See the Field Name Changes section on page Sage Abra SQL HRMS

91 To Change the Data Source Field Name Changes You must change the field name for all fields that conflict with keywords in T SQL such as table, group, desc, and rule. The new fields are named the same as the old, but with an f prefix. The table below shows the field name changes in the Sage Abra SQL HRMS database. Table Sage Abra SQL HRMS field name T SQL Reserved word HBEPLAN FDESC DESC SYREPORT FGROUP GROUP SYSCHED FDESC DESC HRTABLES FDESC DESC HRTABLES FRULE RULE HRTABLES FTABLE TABLE TKTABLES FDESC DESC GEN FDESC DESC OEBEPLAN FDESC DESC If your report requires field name changes, when you update the data source, the Map Fields dialog box is displayed. 1. In the left box in the Unmapped Fields section, click once to highlight the old field name. In the right box, click once to highlight the new field name. For example, if your report uses desc, select desc in the left box and fdesc in the right box. 2. Click Map. 3. Preview the report. If you receive a message stating that one or more database tables have changed, click OK. Installation and Setup Guide 87

92 To Change the Data Source Checking for Empty Dates In Sage Abra SQL HRMS, all date fields that do not have a specific date assigned to them are now NULL. If you have any reports in which you check for an empty date in a selection formula using the Empty() function, you need to now use the Isnull() function. The example below shows selecting benefit records in the HBENE table. Before: {hbene.b_beneid} in [ʺSʺ, ʺIʺ] and {hrpersnl.p_active} = ʺAʺ and (EMPTY({hbene.b_expdate}) or {hbene.b_expdate} > CurrentDate) After: {hbene.b_beneid} in [ʺSʺ, ʺIʺ] and {hrpersnl.p_active} = ʺAʺ and (ISNULL({hbene.b_expdate}) or {hbene.b_expdate} > CurrentDate) 88 Sage Abra SQL HRMS

93 To Change the Data Source Installation and Setup Guide 89

94 Appendix Add a Product or Option to an Existing Sage Abra SQL HRMS system If you have an existing Sage Abra SQL HRMS system and you are adding a product or option, follow these instructions. Note: If you are adding Sage Abra U.S. Payroll (SQL) you must set up the payroll database. For more information, see the section Install Sage Abra U.S. Payroll (SQL) on page 35. If Sage Abra SQL HRMS is installed on a network, the following steps must be performed on the same workstation where you originally installed Sage Abra SQL HRMS (do not perform these steps on the client workstations). 1. Obtain a serial number and installation code for the product or option you are adding to your system. You can obtain this information by calling Sage Abra Customer Service at Customer Service hours are Monday through Friday from 8:30 A.M. to 6 P.M. Eastern time 2. If you are upgrading from a version prior to 8.3 and you receive the following errors on the workstation, you must manually delete the VERSION.DLL file from the Abra/Programs folder on your network: The procedure entry point GetFileVersionInfoSizeA could not be located in the dynamic link library VERSION.dll OR The VFP7R.DLL file is invalid or damaged. 3. Insert the Sage Abra SQL HRMS v10.0 Installation DVD into your DVD drive. If Autorun is enabled on your system, the Sage Abra SQL HRMS dialog box opens. If the Sage Abra SQL HRMS dialog box does not automatically open, browse to your DVD, and double click Launch.exe. Installation and Setup Guide 90

95 Add a Product or Option to an Existing Sage Abra SQL HRMS system 4. Select Install Sage Abra SQL HRMS The installation program will detect that you have an existing Sage Abra SQL HRMS installation and will provide setup options. 5. Select Register and click Next. 6. Enter your Customer Information, including the Serial Number and Install Code you obtained from Customer Service. Installation and Setup Guide 91

96 Add a Product or Option to an Existing Sage Abra SQL HRMS system 7. Click Next. The Choose Destination Locations dialog box opens. 8. Click Next to finish the installation. Important! Do not change the location for either of the destination folders. The install process automatically sets the locations to the correct folders for the new product upgrade. 9. The next time you run Sage Abra SQL HRMS, you can access your new product by entering your User ID and Password. Make sure you set up security for your new product to keep your system secure. After performing the above steps on the original workstation, you should update the client installation for each of the client workstations. For more information about the client installation procedure, see the section Install Sage Abra SQL HRMS Client on page Click Save to establish a connection with the server or workstation. 92 Sage Abra SQL HRMS