Sage MAS 90 and 200 Integrated Solutions Compatibility Matrix Revised as of May 9, 2008

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1 The is intended to cover all information as of May 9, 2008, regarding all Sage MAS 90 and 200 Integrated Solutions compatibility with Sage MAS 90 and 200 ERP. Any version not listed should be assumed to be incompatible. If your configuration is not listed, Sage Software Customer Support cannot provide support for you. All hardware and system requirements must meet or exceed the minimum requirements for Sage MAS 90 or 200 as indicated in the applicable Platform Matrix. Only additional requirements are listed in this matrix. Note: It is critical that before and during an installation, this document be thoroughly reviewed, along with the Sage MAS 90 or 200 Installation and System Administrator's Guide and other documents found by clicking the Installation Information link of the main Sage MAS 90 and 200 Support Web page. This Web page can be found on the Sage Software Online Web site at: Only the current release versions of the product should be run. If Master Developer customizations or modifications have been made to your Sage MAS 90 or 200 software, coordinate with your Sage Software business partner and your Master Developer before installing a new version of Sage MAS 90 or 200. It is our general policy to support only the current version of the software and one major revision back. As of the release of Sage MAS 90 and 200 version 4.10, we officially retired support for Sage MAS 90 and 200 Level 3.70 and lower. Edition Level 3.71 is still supported. Alternative support options may be available through your Sage Software business partner. Program fixes will continue to be made available only on the current version of the software. For information about support policies, refer to the Sage Software Online Web site at: ACT! Link, Abra HR Link, FAS Link, and StarShip Link must be at the same version as the other Sage MAS 90 and 200 modules installed. The one exception to this is ABRA HR Link version 4.0, which is also compatible with Level 3.71 of Sage MAS 90 and 200. Web site content can change at any time. Sage Software has no control over, and cannot be responsible for, the content of other companies' Web sites. Note: For Sage MAS 90 and 200 versions 4.10 and higher, you should run the latest Service Pack and Service Update. For more information, consult your Sage Software business partner. Copyright 2008 Sage Software, Inc. All rights reserved Page 1

2 ACT! by Sage Standard and Premium for Workgroups Edition (8.x) x x-4.30 Not For ACT! 2006 minimum system requirements, visit: (9.x) x x-4.30 Not For ACT! 2007 minimum system requirements, visit: (10.x) x x-4.30 Not For ACT! 2008 minimum system requirements, visit: Contact ACT! Technical Support at For ACT! support knowledgebase, related issues, and questions, visit: Requires ACT! Link 1.5 ACT! Link SQL Not Not SQL Not Not SQL Not Not Edition Not Not ACT! Link is not supported in a Terminal Services/Citrix environment. Copyright 2008 Sage Software, Inc. All rights reserved Page 2

3 ACT! Link to MAS 90/ Edition x x-4.20 Not ACT! Link to MAS 90/200 is not supported in a Terminal Services/Citrix environment x x-4.30 Not Requires ACT! by Sage 2007 Standard or Premium or 2008 Standard or Premium Sage Abra HR Edition x x Not Version 7.4 or higher required for use with Abra HR to Sage MAS 90 Link version Abra HR to Sage MAS 90 Link version 4.10 required. To obtain the latest Equal Employment Opportunity (EEO) updates, you must upgrade to version 7.5 or higher x x Not Abra HR to Sage MAS 90 Link version 4.10 required Not Abra HR to Sage MAS 90 Link version 4.20 required. Business Alerts Edition x x Microsoft Outlook 98/2000/XP CDO (Collaborative Data Objects) installed prior to installing Business Alerts if using MAPI or Exchange for Microsoft Outlook 2000 and XP SMTP Agent requires an available SMTP Server Only Windows 2000 is supported to act as the Business Alerts server when connecting to Novell NetWare networks. Copyright 2008 Sage Software, Inc. All rights reserved Page 3

4 Crystal Reports for Sage MAS 90 and 200 Edition Not Not Not x x Crystal Enterprise/Crystal Report Server and Not Not Not Not x Windows 2000 Server with Internet Information Services (IIS) Crystal Reports version 8.5 is supported with Windows Server 2003 Terminal Services/Citrix server. There are no known issues with this configuration; however, because Business Objects does not support Crystal Reports version 8.5 in this configuration, issues will not be corrected by Sage Software. Refer to the Business Objects article c at: Only Crystal Reports version 8.5 is currently supported with Sage MAS 90 and 200 versions 3.7x and Although Business Objects supports Crystal Reports versions 9.0 and 10.0 with Windows Server 2003, Crystal Reports versions 9.0 and 10.0 with Sage MAS 90 and 200 version 3.7x or 4.0x is not supported. Business Objects does not support Crystal Enterprise version 8.0 with Windows Server Do not use Windows Server 2003 as the Terminal Services/Citrix server or the IIS if you are using Crystal Enterprise. Refer to the Business Objects article c at: Copyright 2008 Sage Software, Inc. All rights reserved Page 4

5 Data Migrator Edition For Peachtree Complete Accounting 2003 version 10.0 For QuickBooks version 2003 For Sage BusinessWorks version 3 and 4 For Peachtree Premium Accounting Accountants' Edition For Sage BusinessWorks version 6.0 For DacEasy version 13 For QuickBooks version 2005 For Peachtree Premium Accounting Accountants' Edition For Sage BusinessWorks version 7.0 For DacEasy version x 4.0x 4.0x x Not 4.0x Not 4.0x Not 4.10 Not 4.10 Not 4.10 Not 4.10 Not 4.20 Not 4.20 Not 4.20 Not Windows 2000 SP4 minimum Microsoft Excel 2000/XP/2003 (Sage MAS 90 or 200 version 4.0 is required for Excel 2003 support) Note: Excel must not be open during the Data Migrator conversion. The source application, Peachtree, DacEasy, Sage BusinessWorks, or QuickBooks must be installed on the Data Migrator workstation Note: Do not install DacEasy, Sage BusinessWorks, and Peachtree on the same system. This will create Btrieve and Pervasive conflicts. Installing Data Migrator on a stand-alone workstation is recommended Sage MAS 90 (including the Visual Integrator module) must be installed prior to installing Data Migrator To migrate from source product versions prior to the versions supported by Data Migrator version 4.20, upgrade the source data to the highest supported Data Migrator version before running migration. To migrate customers from Peachtree, DacEasy, Sage BusinessWorks, or QuickBooks to Edition, use the comparable version of Sage MAS 90 Data Migrator, and then use the tools within - Edition to bring the data into SQL. All required program and data files must be installed on the workstation from which the Data Migrator conversion will be processed. The most current Service Pack and Service Update should be installed on the Sage MAS90 or 200 system performing data migration. For the latest Service Pack and Service Update information, visit: eservices/main/frmlogin.aspx For QuickBooks Premier version Not Copyright 2008 Sage Software, Inc. All rights reserved Page 5

6 DynaLink (D/L)/SalesLogix (S/L) DynaLink SalesLogix Edition 3.7x x x x N/A x x-4.20 N/A with Sales x x Not Order bundle or SP1 (or higher) x x-4.30 Not For more information, see the Sage SalesLogix Implementation Guide. Windows NT 4.0 workstations are not supported. DynaLink is not supported with Novell NetWare. DynaLink is not supported with SalesLogix 6.0 or DynaLink 2.2 is supported only with SalesLogix 6.2. DynaLink 7.0 is supported only with SalesLogix 7.0. Windows NT 4.0 workstations are not supported. SalesLogix is not supported with Novell NetWare. DynaLink 2.2 is supported only with SalesLogix 6.2. DynaLink 7.0 is supported only with SalesLogix 7.0. Copyright 2008 Sage Software, Inc. All rights reserved Page 6

7 F9 for Sage MAS 90 and 200 Edition Not Microsoft Excel 97/2000/XP 4.0 for SQL Not Not Microsoft Office Not Lotus is not supported It is highly recommended that all users of F9 apply the latest Service Release for their version of Microsoft Excel to their Microsoft Excel installation. To determine if the latest Service Release for Microsoft Excel is installed on your system, select Start > Windows Update > Microsoft Office Product Updates. It is highly recommended that all users of F9 download the latest release of F9 for Sage MAS 90 and 200 from the F9 Web site at: aspx Copyright 2008 Sage Software, Inc. All rights reserved Page 7

8 FAS 100 Asset Accounting Edition FAS 50 Asset Accounting Remote Access: Cannot be used across subnets without Terminal Server and/or Citrix Remote Access: Cannot be used across subnets without Terminal Server and/or Citrix Due to frequent law changes, the most current version of FAS 100 Asset Accounting should be used. The standard (non-sql) version of FAS is compatible with Edition using the FAS Link located on the Sage MAS Edition CD-ROM. It is recommended that you install FAS and Sage MAS Edition on separate servers. FAS Link is only compatible with FAS for Windows. If FAS SQL is installed, use the FAS Universal General Ledger Link to create the depreciation file and then import the file into General Ledger with Visual Integrator. The FAS Universal General Ledger Link is preinstalled when FAS for SQL is installed. The serial number to activate this link is ed to the customer at the time the order is placed. If you own FAS for SQL and did not receive the serial number, call FAS Sales at Note: Visual Integrator is a Sage MAS 90 module that imports data into Sage MAS 90 or 200 from external data files. Sage Software Customer Support is not responsible for assisting with creating or troubleshooting imports. Contact your Sage Software business partner for assistance. Telephone support for current FAS 100 Asset Accounting - Select Edition customers using Sage MAS 90 or 200 versions 3.71, 4.0, 4.05, and x will continue until October 1, FAS 100 Asset Accounting - Select Edition is no longer compatible with Sage MAS 90 and 200 versions 4.20 and higher. Due to frequent tax law changes, the most current version of FAS 50 Asset Accounting should be used. Copyright 2008 Sage Software, Inc. All rights reserved Page 8

9 FRx Desktop for Sage MAS 90 and (Service Pack 8) (Service Pack 1) (Service Pack 1) for SQL (Service Pack 3) (Service Pack 3) for SQL (Service Pack 4) (Service Pack 4) for SQL (Service Pack 6) (Service Pack 6) for SQL (Service Pack 7) (Service Pack 7) for SQL (Service Pack 8) (Service Pack 8) for SQL (Service Pack 9) * (Service Pack 9 for SQL) * Edition Not Not Not Not Not Not Not x x Not Not Not x x Not Not Not x x Not Not Not x x Not Not Not Not Not supported Not Prior to performing an upgrade, compact the current spec set database and turn off security. It is recommended that users export all report, column, and row formats before upgrading to version Note: Upgrades must be installed to a new directory. Microsoft Office 2000, 2002, and 2003 are the only versions supported with version 6.7. * Requires hotfix which is available on Sage Software Online ( Copyright 2008 Sage Software, Inc. All rights reserved Page 9

10 PCCharge Payment Server B 5.7.1H x x 3.72 Edition x x I SP Microsoft Jet Database Engine Service Pack 8, loaded on the server Internet connection for TCP/IP communication Contact VeriFone Technical Support at For a list of the supported Credit Card Processors, refer to the PCCharge Certified Processor list located at: If you are upgrading, you must settle all transactions prior to the upgrade. Use the most recent version of PCCharge Payment Server certified by Sage Software for your version of Sage MAS 90 or 200. The latest certified copy of PCCharge Payment Server is located at: m/mas/pccharge.cfm Sage Payment Solutions All (Web service) Edition Not For Sage MAS 90 or 200 version 4.20, Service Update 10 or higher must be installed. To apply for a merchant account, contact Sage Payment Solutions at For more information, visit: Copyright 2008 Sage Software, Inc. All rights reserved Page 10

11 SageCRM for Sage MAS 90 and Edition x x Not x x-4.30 Not 6.1 Not Not Not SageCRM for Sage MAS 90 and 200 Integration Files x x Not x x-4.30 Not 6.1 Not Not Not Sage MAS 90 and 200 Integration Engine x 4.30 Edition x x Not Not SageCRM Solo Clients are not supported. SageCRM Hosted Clients are not supported. For information on Sage MAS 90 and 200 customization when the software is integrated with SageCRM, refer to Resolution ID in the Sage InfoSource Knowledgebase on the Sage Software Online Web site at: eservices/main/frmlogin.aspx SageCRM Solo Clients are not supported. SageCRM Hosted Clients are not supported. The SageCRM for Sage MAS 90 and 200 integration files are located on the SageCRM for MAS 90 and 200 CD-ROM. The Sage MAS 90 and 200 Integration Engine is located on the Sage MAS 90 and 200 CD-ROM. Copyright 2008 Sage Software, Inc. All rights reserved Page 11

12 Sage MAS 90 and 200 Sales Tax. Powered by AvaTax 3.2 Edition For connector information, visit: Sage Payroll Services Edition All (Web service) 4.06.x x-4.30 Not Sage Timberline Office Estimating Standard and Extended for Sage MAS 90 and MAS Edition Not x x Not x x-4.20 Not Not Contact Timberline Technical Support at For Timberline support knowledgebase, related issues, and questions, visit: /service Sage TimeSheet MAS 90 Edition Edition x x Not Not Copyright 2008 Sage Software, Inc. All rights reserved Page 12

13 StarShip Parcel StarShip Freight Edition LAN connection to Internet (for use with UPS, FedEx, and Airborne) Edition TCP/IP Network protocol with Static IP Addressing One available serial (COM) port is using electronic scale interface One available serial (COM) or parallel (LPT) port for thermal label printer Modem connected to analog line (for use with USPS Delivery Confirmation) Functioning modem driver x x-4.30 Not LAN connection to Internet TimeSlips by Sage Edition One available serial (COM) or parallel (LPT) port for thermal label printer Not An Internet connection is required to utilize TimeSlips Not Web features Not Product will not operate in a Windows Terminal Server environment TCP/IP Network protocol with Static IP Addressing applies only if using the FedEx Internet module. Static IP Addressing means that the computer's IP address does not change. If you are unsure about this setting, ask your Network Administrator for assistance. You must upgrade StarShip to version or higher due to rate changes effective January Customers who want to continue using TimeSlips with Sage MAS 90 version 4.0 can use General Ledger Exchange to import transactions from TimeSlips. TimeSlips Link is no longer available with Sage MAS 90 version 4.0. Copyright 2008 Sage Software, Inc. All rights reserved Page 13

14 WinFax Pro Edition x x Only WinFax Pro is supported for batch faxing graphical forms in Sage MAS 90 and 200. Install LM3082-T with Sage MAS 90 or 200 Level Review your documentation for recommended settings. Windows XP workstations are supported under the following conditions: o o Sage MAS 90 or 200 Level 3.71 or higher must be installed. WinFax Pro must be installed. Install the patch. o LM3080-T (Revised 9/23/03) or LM3082-T must be installed. o Symantec does not support WinFax Pro in a Terminal Server / Citrix environment, therefore WinFax Pro will also not be supported by Sage Software. o For Sage MAS 90 or 200 version 4.10, install the Service Pack and Service Update. Symantec discontinued support for WinFax effective June 30, Sage Software is currently evaluating a replacement tool, and no longer supports issues related to WinFax. Copyright 2008 Sage Software, Inc. All rights reserved Page 14

15 Windows Fax Services In supported operating systems 4.30 Sage MAS 90 and 200 Edition 4.30 Not Copyright 2008 Sage Software, Inc. All rights reserved Page 15

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