Installing & Licensing Eureka Addons

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1 Installing & Licensing Eureka Addons Please Note: This document assumes that you have already downloaded the installation files for the addon packs provided by Eureka Solutions Ltd. For more information on downloading any of the addons, please contact us on or visit Getting Started Installing a Eureka Addons package applies the changes to all workstations; therefore you will only need to use 1 PC to follow these instructions. It is recommended to carry out the following steps before proceeding: Take full backups of all Sage 200 databases. Take a backup of the Sage server folder (default location is c:\sage on your application server). Ensure all users are logged out of Sage 200. Installing Eureka Addons Packs using the Sage 200 System Administration tool To open System Administration from the main Windows start menu, click the Start button. Choose All Programs, followed by Sage Tools, Sage 200 and select System Administration. Enter the logon details to access the administration tool if unsure of these details please contact your system administrator or Sage Business Partner. Click OK to launch the Sage 200 SA (System Administration) Management Console.

2 Launching the Add-On Management Wizard From the console, right click Add-Ons in the console tree on the left hand side and select Add New Add-On. This will display the Add-On Management Wizard welcome screen. Accept the default selection of Simple Mode and click Next.

3 Selecting the Eureka Addons Package To select the correct package, either type in the full path or click the Browse button to locate the required installation file: e.g. Eureka Addons Base Pack for Sage 200 v2011.sdbx Eureka Addons Stock Plus Pack for Sage 200 v2011.sdbx Eureka Addons SL Head Office for Sage 200 v2011.sdbx Note: If you have downloaded the pack from the Eureka Solutions website, the file is likely to be located in your My Documents folder. Click Install to load the package.

4 Updating the Sage 200 Companies On successful installation of the package, the following screen in the wizard should be displayed: After installing the package, each of the Sage 200 databases you use must now be updated to allow the addons to operate correctly. Click Finish to exit the wizard. The following message will now be displayed: Click Yes to perform the update now. After the update has completed, the following message will be displayed:

5 Updating the Sage 200 Companies at a later point in time As this operation may take some time to complete, you may not wish to perform the update immediately, particularly if you have several large databases. If this is the case, click No. Important Note: After installing a Sage 200 addon, the update MUST be performed at some point prior to accessing a company through Sage 200. To update a company having selected No to the message, select Companies from the console tree. Right click on the first company and select Update. If you have more than one Sage 200 company database then you will need to complete the above step for each of the companies in turn.

6 Making the Eureka Addons Available to Users An important feature of the Sage 200 System Administration utility is having the ability to choose for only certain users to have access to Sage 200 screens by determining roles. Before any of the Eureka Addon Packs can be used, the features must first be made available to the appropriate roles, and then incorporated into the relevant user menus. Authorising Roles for the Eureka Addons Feature Group Select Features from the console tree. As shown above, locate the Eureka Addons feature group, which should be found at the bottom of the list. Right click on it and select Role Authorization-Enable Group. From the list of available roles, select all those you wish to have access to the pack by left clicking on them and holding down the Ctrl key on your keyboard. Click the > button to assign the feature group to the roles (roles shown below are for illustration purposes only).

7 Click OK to confirm, and close Sage 200 System Administration. Enabling the Eureka Addon Features on a User Menu Now that the Eureka Addons features are available to user roles, the next step is to make them visible on user menus so they can be used from within the Sage 200 desktop. Note: Many of the addons are enhancements to standard Sage 200 screens, and as such require no menu changes. Details on exactly how to access and use each addon can be found later in this guide. User menu changes are carried out by logging in to Sage 200 as a user who has the ability to edit menus for roles. This is an option that needs to be enabled against the user properties within Sage 200 System Administration. For more information on setting up Sage 200 users, please refer to the Sage 200 System Administration Help Files, these are found in the Sage 200 SA management console as shown below.

8 Using the Menu Design Mode in Sage 200 Log in to Sage 200 as a user who has the ability to edit menus for roles. From the File menu, select Tools, followed by Menu Design Mode. If you wish to add the menu features to an entire role, ensure the correct role is selected. Alternatively, you could add the features only to the menu of the user you are currently logged on as. Click Revert To Default, followed by Close to exit Menu Design Mode. Note: Follow the above steps to add the features to any additional menus. You may wish to uncheck the menu option on the left called Eureka Control Panel for all but managers/administrators.

9 The Eureka menu group should now be available. Depending on the number of modules on the menu, screen resolution etc. it may only be visible in the selection underneath the main module stack as shown below. Click on the Eureka Addons button to access any new menu items included in the installed pack(s).

10 Licencing Eureka Addon Packs using the Eureka Control Panel Before using a Eureka Addons pack, it must first be registered and licenced with Eureka Solutions. This is done within the Eureka menu in Sage 200 by selecting Eureka Control Panel. In order to receive a licence string, you must first generate a request code and this to your business partner, who will then respond with your string. To generate the request code click Generate. Copy and paste the code generated into an and send to your business partner. On receiving the licence string, copy this into the licence string box and click Apply.

11 The pack is now licenced. Remain on the control panel screen. Enabling Individual Addons Once licenced, the Eureka addons are ready to use. However there may be reasons why you only wish to use certain addons from the pack, in which case the Eureka control panel can be used to disable/enable individual addons as you choose. From the control panel screen, select the Addons tab. As well as providing you with a simple list of the addons incorporated in each of the addon packs, you can also enable/disable individual addons by simply checking/unchecking the boxes in the Enabled column as required. Once you have defined your selection, click Close to confirm.

12 Enabling Addons per Sage 200 User By enabling or disabling addons on the Addons tab in the Control Panel you can switch off or on individual addons included in the pack globally in the system. However it is also possible to enable or disable the individual addons for different Sage 200 users as well through the Eureka Control Panel. Tick the checkbox labelled Enable Addons Per User in the bottom right hand corner of the Addons tab in the Eureka Control Panel This will add a third tab to the Eureka Control Panel labelled User Addons. On the User Addons tab you can then select a Sage 200 user from the dropdown menu and tick or untick each of the individual addons to enable/disable them for that particular user as required.

13 You can also select the Addon Users tab which would allow you to select an individual addon from the dropdown list and then tick or untick from the list of Sage 200 users to specify which users should have access to that particular addon. When you have enabled or disabled access to the individual addons in the pack(s) you can click on Close to exit the Eureka Control Panel.