Skip to main content

Sage Paperless Construction Help

Sage 100 Contractor Bridge Prerequisites

Before bridging Sage Paperless Construction to Sage 100 Contractor, the following accounts need to be configured with the proper permissions.

Account

Required?

Use

Accounting System Service User Account in Sage 100 Contractor Database

Yes

You must have an administrator account configured to serve as a dedicated, non-person account to use to set up the bridge integration with Sage Paperless Construction.

Windows Domain Service Account

Yes

You must have a username and password for a domain service account that is a local admin to the server where Sage 100 Contractor is installed.

Create an Accounting System Service User

Important

You must be an administrator to complete the following procedure.

Complete the steps below:

  1. Open and sign in to Sage 100 Contractor Database Administration.

  2. In the left navigation bar, select Company Admins / SQL Logins > Add SQL Server Login.

  3. From the Authentication dropdown, select SQL Server Authentication.

    Sage100ContractorDatabaseAdministration.png

    1. In the Login field, enter a name for your non-person account.

      For example, "SPCCBridgeUser."

      Note

      It is recommended that you do not include the word "paperless" in the login name.

    2. In the Password field, enter a password for this account.

      Note

      Passwords are not stored or retained by Sage or Sage Paperless Construction.

    3. Select the Add as member of the 'sysadmin' server role check box.

    4. Click Create SQL Login.

  4. In the left navigation bar, select Company Admins / SQL Logins > Add Company Administrator.

    Sage100ContractorDatabaseAdministration2.png

    1. From the Select the company to manage dropdown, select the company you want to bridge to Sage Paperless Construction.

    2. From the Select a company administrator dropdown, select the account you created in step 3, above.

    3. Click Create Admin User.

    4. (Optional) Repeat this process for each company you are bridging to Sage Paperless Construction.

  5. Open and sign in to Sage 100 Contractor as an administrator.

  6. In the Company List dialog, select the company you want to bridge and make sure the Open company with Administrator rights check box is selected.

    Sage100CompanyListDialog.png

  7. Click Open.

  8. In the left navigation bar, select Utilities (7) > Company Security (2) > Security Groups (1).

  9. If there is not already an API group created, you must enter the values shown below:

    Sage100_SecurityGroups.png

    • Group#: 99

    • Group Name: API

    • Save: Yes

    • Delete: Yes

    • Void: Yes

    • Chg Period: Yes

    • Print Checks: Yes

  10. In the left navigation bar, select Utilities (7) > Company Security (2) > User List (2).

  11. Locate your newly created user account in the list (example: SPCCBridgeUser) and click in the Group 1 column for that row to display a lookup option.

  12. In the Group List dialog, highlight the API group, then click Close x_icon.svg.

    Sage100_GroupList.png

  13. Click Save.

  14. (Optional) Repeat steps 6-13 for each company you are bridging to Sage Paperless Construction.

Create a Domain Service Account

To install the Server Agent to your Sage 300 CRE or Sage 100 Contractor server, you must have a username and password for an account that meets the following requirements:

  • Is a domain service account (a standard domain user)

  • Is configured as a dedicated, non-person account (not tied to any employee)

  • Is a local admin to the server where Sage 300 CRE or Sage 100 Contractor is installed

Important

This account must have full access to the accounting system's data folders; however, it does not need to be a domain admin account.

Note

It is recommended that you use a naming convention like svc_paperless or spc_paperless to make it clear that this is a service account so it is not deleted by mistake.

In this section: