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Sage Paperless Construction Help

Vault Bridge Settings (Sage 100 Contractor)

Important

Be sure to set up a service user account as described in Create an Accounting System Service User prior to starting the procedure below.

Log in to Sage Paperless Construction to set up the connection or "bridge" between a particular vault in your Sage Paperless Construction system and your Sage 100 Contractor accounting system.

This "bridge" provides data lookups for indexing documents and throughout APFlow™ Invoice Entry (including Routing and Approval).

Note

The APFlow™ Bridge page in APFlow™ Settings has the same functionality as the Vault Settings page discussed below.

Important

Make sure you are working in the vault you want to bridge to Sage 100 Contractor. Before you successfully bridge to an accounting system, None displays in the visible fields.

  1. From My Paperless, click Vault Settings.

  2. In the Vault Settings navigation bar, click Bridge.

    The following page displays:

    SPCC_Vaults_Bridge.png

  3. From the Bridge Type dropdown, select Construction.

    Note

    The Bridge Type dropdown reflects the different business categories Sage Paperless Construction is integrating with. If the Bridge Type field is set to None, the Bridge Product field is inactive.

  4. From the Bridge Product dropdown, select Sage 100 Contractor.

  5. Continue to Bridge a Vault to Sage 100 Contractor.

Bridge a Vault to Sage 100 Contractor

Once the Bridge Type and Bridge Product fields are populated in Vault Bridge Settings (Sage 100 Contractor), the remaining configuration fields become accessible.

SPCC_VaultsBridgeSage100.png

Complete the following steps to gather information from Sage 100 Contractor and bridge to Sage Paperless Construction:

  1. In the SQL Server field, enter the name of your SQL server instance of your Sage 100 Contractor database.

    For example: ERP-SAGE\Sage100Con

    SPCC_Sage100SQLServer.png

  2. In the Database field, enter the name of your database as it displays in the Company Info dialog:

    SPCC_Sage100Database.png

  3. In the Bridge Company field, enter the company name as shown in Utilities (7) > Company Information (1):

    SPCC_Sage100CompanyName.png

  4. In the UserName field, enter the username for the service account you created in Create an Accounting System Service User.

    Important

    This must be an administrator account configured to serve as a dedicated, non-person account.

  5. In the Password field, enter the password you created for the account described above.

  6. Click Save.

    The Not Connected indicator changes to Connected if the set up was successful.

  7. Proceed to Configure Server Agent to complete the bridging process and begin importing data.

Configure Server Agent

Complete the bridging process by downloading and configuring the server agent:

  1. Click Download Server Agent.

    Sage300CRE_DownloadServerAgent.png

    1. Access the file from your local drive and move to an appropriate shared network folder.

      Note

      Windows defaults the location to your Downloads folder. The file must be relocated to a shared network drive to make it accessible to others at your company. It is recommended that the server agent is installed on the same server as your Sage 300 CRE/Sage 100 Contractor instance.

    2. Run the ServerAgent.exe file that downloaded.

      If needed, right click to unblock the .exe file. The server agent opens and prompts you for a registration code:

      Sage300ServerAgentRegistrationCode.png

    3. Return to the Bridge page and click Get Registration Code.

      The code is copied to your clipboard.

    4. Return to the server agent dialog and paste the code in the Registration Code field.

    5. Click Register.

      A Success dialog displays and the status displays as Registered.

      Sage300ServerAgentRegisteredStatus.png

    6. Click the Services tab.

    7. Click Set Login.

      Sage300ServerAgentSetLogin.png

    8. Enter the username and password for the domain service account described in Create a Domain Service Account to complete the installation of the Server Agent.

    9. Click Start.

      The Services On/Off toggle at the bottom left displays as on.

  2. Once the server agent is up and running, the bridge process is complete. To verify that the sync process is underway and the system is ready for you to begin entering data, you can click View Sync Log. It may take up to fifteen minutes to complete the sync process.

View Bridge Sync Logs

As data is added to the Sage 100 Contractor accounting system, that information is systematically synced to Sage Paperless Construction. The Bridge Sync Logs dialog is where you can view data sync progress, configure syncing frequency, manually initiate the sync process and check for errors.

  1. From the `Bridge page, click View Sync Log.

    The Bridge Sync Logs dialog displays with the Bridge Lists tab active.

  2. Make sure the expected lists populate, then review their syncing frequency in the Refresh Interval column. To make changes to the refresh intervals:

    Note

    The default refresh internal is once a day.

    1. Select the check box(es) for the lists you want to update.

    2. Click Set Refresh Interval.

    3. In the Refresh Interval dialog, select the Sync every radio button, then enter list sync frequency in the Hours and Minutes fields.

      Sage300RefreshInternvalDialog.png

    4. Click Submit.

  3. From the Bridge Lists tab, you can also do the following:

    Sage300BridgeSyncLogs.png
    A: Click Refresh to update all items in the grid to reflect changes or display the latest information.
    B: Select one or more List Types, then click Sync to manually initiate a data sync for the selected lists.
    C: View the last time the agent compared data to check for updates.
    D: View the date and time in this column to see when lists synced most recently.
    E: View the information in this column to see the current data refresh settings.

  4. (Optional) Click the Sync Errors tab to view the data that support personnel use to troubleshoot issues. This tab shows when a list is encountering issues while syncing.

In this section:

The highest level of document and user organization, you can think of it as a file room to securely store and manage digitized documents.