Sage 100 Standard ERP 2013
Pre-Installation Checklist
For best results SOCIUS recommends installing ERP Server and CRM Server each on a dedicated
member server.
o Supported ERP Servers (Defined as operating system software specifically designed to be used as
a network server (Not peer-to-peer)):
o Windows Server 2012 Standard and Datacenter (64-bit)
o Windows Server 2008 Standard and Enterprise Service Pack 2 (32 and 64-bit)
o Windows Server 2008 R2 Standard and Enterprise Service Pack 1 (64-bit)
o Windows Sever 2003 Standard and Enterprise Service Pack 2 (32-bit)
o Windows Server 2003 R2 Standard and Enterprise Service Pack 2 (32-bit)
o Windows Small Business Server 2011 Standard and Premium
o Windows Small Business Server 2008 Standard and Premium
o Windows Small Business Server 2003 R2 (32-bit) Standard and Premium
o ERP Server Requirements:
o ERP Server running 2012 64 bit should have an Intel or AMD 64 bit capable, such as: Intel Xeon or
Quad-Core AMD Opteron. We recommend 2 GB RAM + 90 MB per concurrent user.
o ERP Server running 2003, 2008, or 2008 R2 should have an Intel Pentium class 4, 2.8 GHz dual
processor or higher. We recommend 2 GB RAM + 90 MB per concurrent user.
o Although the following are supported, certain Windows server configurations are not recommended due
to possible instability and performance issues.
o Running ERP Server on a Windows server acting as an Active Directory domain controller
managing a large number of user accounts, computer accounts, group policies, organizational
units, remote sites, or other network resources.
o Running ERP Server on any server actively running other applications or services, such as email, IIS, Fax programs, SQL Server, or other software
o Sage MAS 200 will run on a Windows Server 2008 64-bit server in 32-bit compatibility mode.
o Sage MAS 200 can be installed to the Windows Server 2008 64-bit Programs folder for 32-bit
applications, or to any user defined folder.
o Supported SageCRM 7.1 Servers
o Windows Server 2008 Standard and Enterprise Service Pack 2 (32 and 64-bit)
o Windows Server 2008 R2 Standard and Enterprise Service Pack 1 (64-bit)
o Windows Server 2003 R2 Service Pack 2 (32-bit)
 SQL Server 2008 (32 and 64 bit) Standard and Enterprise editions
 SQL Server 2008 R2 Standard and Enterprise editions
 SQL Server 2005 (32 bit)
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o CRM Server requirements:
o CRM Server running 2003 32 bit should have a Intel Pentium class 2.8 GHZ dual processor or higher.
We recommend 4 GB RAM.
o CRM Server running 2008 64 bit should have an Intel or AMD 64 bit capable, such as: Intel Xeon or
Quad-Core AMD Opteron. We recommend the greater of: 4 GB + 10 MB per concurrent
o Supported CRM Web Servers and requirements:
o Windows Server 2008 R2 with IIS 7.0
o Windows Server 2008 with IIS 7.0
o Windows Server 2003 with IIS 6.0
o The 32-bit web server should have an Intel Pentium 4 class 2.8 GHz process or higher with 2
GB or higher of memory
o The web server running 2008 R2 should have an Intel or AMD 64 bit capable, such as: Intel
Xeon or Quad-Core AMD Opteron. 2 GBs of memory or higher is required for 64 bit systems.
o Sage CRM Server cannot be installed on a server running Microsoft Exchange or Lotus Notes
Domino.
o Supported CRM Email Servers and requirements:
o Microsoft Exchange Server 2003
o Microsoft Exchange Server 2007 (32-bit)
o Microsoft Exchange Server 2010
o The email server should have an Intel Pentium 4 class 2.8 GHz process or higher with 2 GB or
higher of memory.
o Supported Terminal Services / Citrix:
o Windows Server 2012 Standard and Datacenter (64-bit) – Sage ERP Only
o Windows Server 2008 Standard and Enterprise Service Pack 2 (32 and 64-bit) Terminal
Services
o Windows Server 2008 R2 Standard and Enterprise Service Pack 1 (64-bit) Remote Desktop
Services
o Windows Server 2003 Standard and Enterprise Service Pack 2 (32-bit) Terminal Services
o Windows Server 2003 R2 Standard and Enterprise Service Pack 2 (32-bit) Terminal Services
o Citrix XenApp 6.0
o Citrix XenApp 5.0
o Terminal Services / Citrix Requirements:
o Terminal Services and Citrix Servers running 2003 32 bit should have a Intel Pentium class 4
2.8 GHz dual processor or higher. We recommend 2 GB RAM + 128 MB per concurrent user.
o Terminal Services and Citrix Servers running 2008 and 2012 64 bit should have an Intel or
AMD 64 bit capable, such as: Intel Xeon or Quad-Core AMD Opteron. We recommend 2 GB
RAM + 128 MB per concurrent user.
o We recommend 2 GB of memory plus 128 MB per concurrent user. The additional 128 MB is
based on an average of three concurrent tasks per user (Ex: MAS 200 Desktop plus Sales
Order Entry and Accounts Payable Maintenance).
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o Terminal Services or Citrix must be installed on a different server than the ERP Server and
CRM Server, and it must be a Windows 2003 or Windows 2008 Server.
o Virtual Platforms:
o Citrix XenServer 5.0
o Citrix XenServer 5.6
o Citrix XenServer 6.0
o VMWare Workstation 6.0
o VMWare ESX 4.1
o VMWare vSphere Hypervisor (ESXi) 4.1
o Microsoft Virtual PC 2007
o Windows Virtual PC
o Windows Server 2008 R2 Hyper-V
o Supported Workstations:
o Windows 8 Pro and Enterprise (32 and 64 bit)
o Windows 7 Professional, Enterprise, Ultimate Service Pack 1 (32-bit and 64 bit)
o Windows Vista Business, Enterprise, and Ultimate with SP 2 (32-bit)
o Windows XP Professional SP3
o Workstation requirements:
o Windows 7 Professional, Enterprise, Ultimate (32 and 64 bit), Windows 8 Professional and
Enterprise (32 and 64 bit) and Windows Vista workstations should have an Intel Core 2 Duo
processor or higher. We recommend 2 GB of RAM with 512 MB of available memory.
o Windows XP workstations should have an Intel Pentium 4 class 2.8 Ghz processor or higher.
We recommend 1 GB of RAM with 512 MB of available memory.
o Network bandwidth should be 100 Base-T – 100 Mbps at Full Duplex
o 100 MB of local hard drive space is needed on each workstation.
o TCP/IP must be installed and configured on each workstation.
o A high quality NIC card must be used. Realtek cards are not supported.
o Please be sure to read fully all installation and setup procedures before beginning your Sage 100 Standard
ERP installation. Failure to do so may result in an unsuccessful installation. SOCIUS strongly
recommends that we are involved, on-site, during any upgrade. All telephone calls regarding the
installation, if you elect to complete the installation yourself, are billable. If support is needed after hours,
which is defined as anytime other than Monday to Friday, 8:30 a.m.- 5:00 p.m. EST, you will be charged at
time and one-half your standard rate.
o Verify that you have a complete backup just prior to installation. SOCIUS will take every reasonable
precaution to protect existing hardware, programs, and data. However, it is required that the client ensures
that adequate backups of existing software are available to protect against the unlikely event of data loss.
SOCIUS cannot be responsible for failures of existing hardware that take place during the installation.
o The installing tech must have access to the server, as the installation must be performed here.
o Verify that you have sufficient disk space available on your drive for the installation. SOCIUS recommends
at least 5 GB of available disk space. Please keep in mind that this recommendation is a MINIMUM.
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o SOCIUS will need to have access to all workstations and printers intended to be used with Sage
100 Standard ERP to make sure that every workstation is set up and configured properly, and that
all printers are also tested. We also recommend having your LAN Administrator or internal MIS
support available if needed. The installation technician will need administrator rights to the network
during the installation process.
o SOCIUS strongly recommends having Internet access on the Sage 100 Standard ERP
workstations for remote troubleshooting purposes. We also strongly suggest having a "Socius"
user ID set up as a network user and a Sage 100 Standard ERP user for support purposes.
o SOCIUS does not install, update, or maintain updates or patches to network operating systems.
The updates to the file server or network operating system need to be done prior to installing the
software. We can, however, arrange to have these services provided if needed.
WILL REMOTE LOCATIONS BE USED?
IF YES, HOW WILL THEY CONNECT
YES / NO
________________________________
Server Operating System and service pack
Server Processor Speed
_____________
Server RAM
_____________
Anti-Virus Software
_____________
_____________
Version(s) of MS OFFICE _____________
List all Operating Systems and service packs on workstations using Sage 100 Standard
ERP
__________________________________________________________
Please verify the above checklist and fax this back to SOCIUS at 800-649-6783. We will need this back
prior to scheduling your Sage 100 Standard ERP installation. If you have any questions about the checklist,
please contact your account manager.
VERIFIED BY:
__________________________________________ (Print Name)
SIGNED:
__________________________________________
COMPANY:
__________________________________________
DATE:
__________________________________________
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