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Sage ERP MAS 200 SQL 4.

45 Initial Pre-Release Guide

Sage ERP MAS 200 SQL


Version 4.45 Initial Pre-Release Guide

June 2010

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Sage ERP MAS 200 SQL 4.45 Initial Pre-Release Guide

TABLE OF CONTENTS
OVERVIEW .......................................................................................................................... 3
PRODUCT AVAILABILITY ......................................................................................................... 4
AVAILABLE MODULES ............................................................................................................ 4
A C C O U N T I N G A N D F I N A N C I A L .................................................................................... 4
B U S I N E S S I N T E L L I G E N C E A N D R E P O R T I N G ....................................................................... 4
C U S T O M I Z A T I O N A N D P E R S O N A L I Z A T I O N ....................................................................... 4
D I S T R I B U T I O N A N D M A N U F A C T U R I N G ............................................................................ 4
I N T E G R A T I O N A N D D A T A I M P O R T S ............................................................................... 4
P A Y R O L L A N D C U S T O M E R R E L A T I O N S H I P M A N A G E M E N T ...................................................... 5
Sage ERP MAS 200 SQL 4.45 Available Modules Summary .......................................... 5
Summary of Modules NOT Available in 4.45 ............................................................ 5
NEW DEMO DATA ................................................................................................................. 6
LIFE CYCLE SUPPORT PLAN ..................................................................................................... 6
SAGE ERP MAS 200 4.45 COMPARISON TO PRIOR 3.X SQL RELEASES ............................................. 6
INITIAL PLATFORM SUPPORT ................................................................................................... 7
INITIAL MINIMUM SYSTEM CONFIGURATION ................................................................................ 7
BETA AND CONTROLLED RELEASE PROGRAM ............................................................................... 8
TRAINING AND CERTIFICATION ................................................................................................. 8
PRICING.............................................................................................................................. 8
BUSINESS PARTNER SQL HOTLINE AND TOOLKIT .......................................................................... 9

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Sage ERP MAS 200 SQL 4.45 Initial Pre-Release Guide

OVERVIEW
Sage ERP MAS 200 SQL version 4.45 will provide a superior ERP solution that combines
Microsoft SQL Server’s efficiency with Sage ERP MAS 200 robust features and functionality.
Optimized for Microsoft SQL Server, version 4.45 will offer scalability, flexibility, integration
and reporting. Based on the 4.4 code base, Sage ERP MAS 200 SQL 4.45 will leverage the ease
of use, simplicity, and maturity of the Sage ERP MAS 200 product line.
Core Sage ERP MAS 200 modules that have been converted to the Business Framework will be
available for 4.45 as well as some third party solutions. Non-Business Framework modules and
some third party solutions will not be compatible with 4.45. A SQL Server license will be
necessary for Sage ERP MAS 200 SQL, and will be offered by Sage, but will not be required to
be purchased from Sage.
Sage ERP MAS 200 SQL is based on the current version of Sage ERP MAS 200, version 4.4,
which streamlines processes and enhances workflows by dynamically linking processes,
information, workflows, and communication channels. Highlights of 4.45 features include: the
ability to easily access business-critical information the way customers want to see it, and
turn data into actionable knowledge. Save time, money, and the environment by going green
with Paperless Office features and utilize electronic document e-mail, fax and document
storage capabilities. Access up-to-the-minute key performance indicators (KPIs) from the
desktop, and drill down into details. Personalize the system with customizations that survive
upgrades. Efficiently process Federal and State eFiling and Reporting. Effectively manage
inventory, securely process credit cards, optimize shipping costs, track shipments, and
process returns. Coordinate the whole business from finance and sales, to manufacturing and
distribution, through business intelligence and integrations. Sage ERP MAS 200 will be
consolidated into a single code base as of the next major release, version 4.5, which will
include the ability to choose ProvideX or SQL Server.
Sage ERP MAS 200 SQL 4.45 customers and Business Partners will be able to use Microsoft
SQL Server capabilities, including scheduling, and maintenance. Compared to previous
versions of Sage ERP MAS SQL, 3.x, data will be stored and processed more efficiently, and
searches will be faster. Integrations will take place at the application level, using eBusiness
Web Services or Business Objects to ensure smooth and successful updates and upgrades for
customers.
Sage ERP MAS 200 SQL will combine the ease of use, simplicity, and maturity of the Sage ERP
MAS product line with the power of SQL Server to provide better reporting and Online
Transaction Processing to prospects looking for an ERP solution. New customers will be able
to benefit from the new SQL offering. Sage will continue to listen to our customers and
partners and provide the functionality that is most important to them.

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Sage ERP MAS 200 SQL 4.45 Initial Pre-Release Guide

PRODUCT AVAILABILITY
Sage ERP MAS 200 SQL version 4.45 is scheduled for release in the fourth calendar quarter of
2010. New customer shipments and the Sage ERP MAS 200 SQL-certified Business Partner
auto shipment will begin soon after the product is released.

AVAILABLE MODULES
Sage ERP MAS 200 modules that have been converted to the Business Framework will be
available for 4.45. Non-Business Framework modules, and some third party solutions will not
be compatible with 4.45.

A CCOUNTING AND F INANCIAL


The core accounting modules, General Ledger, Accounts Payable, Accounts Receivable, and
Bank Reconciliation, will be available for Sage ERP MAS 200 SQL. Additional accounting and
financial modules offering more advanced and specialty functionality such as Federal and
State eFiling and Reporting and Paperless Office will also be available. Fixed Assets is not
expected to be available until the 4.5 release.

B USINESS I NTELLIGENCE AND R EPORTING


Business Insights Dashboard and Business Insights Explorer will be provided with every Sage
ERP MAS 200 SQL system. We will continue to support Crystal Reports 11.5 with the 4.45
release. Standard GL financial reports will be available in 4.45. FRx and F9 will not be available.
The new FRx replacement, Sage MAS Intelligence, is under evaluation for compatibility at the
time of this publishing. Additional information on Sage MAS Intelligence will be provided in an
update to this pre-release guide.

C USTOMIZATION AND P ERSONALIZATION


Sage MAS 200 SQL 4.45 will support the ease and power of the Business Framework built-in
customization and personalization tools. Personalize screens to streamline data entry on an
uncluttered and user-friendly grid, launch related tasks, and establish smart memos that
attach to information and follow a process through the system. Add user-defined fields
(UDFs), custom buttons, and more. Custom Office will allow you to make customizations that
survive upgrades and to program events to run with or without user interaction, such as
clicking a button. Using standard scripting, automatically change the available choices that
are presented or automatically enter information. For example you can write a script to
automatically change Sales Order Quote Expiration Dates depending on the type of order or
quote that is chosen.

D ISTRIBUTION AND M ANUFACTURING


Inventory Management, Sales Order, Purchase Order, Bill of Materials, Credit Card Processing
by Sage Payment Solutions, StarShip Freight, Return Merchandise Authorization, and Sales
Tax powered by AvaTax will be available for Sage ERP MAS 200 SQL 4.45 at release. StarShip
Parcel is under evaluation at this time to determine availability with 4.45.

I NTEGRATION AND D ATA I MPORTS


In order to keep the total cost of ownership (TCO) low and to ensure minimal impact from
applying updates, or when upgrading, successful integrations with Sage ERP MAS 200 SQL will

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Sage ERP MAS 200 SQL 4.45 Initial Pre-Release Guide

take place at the application, or middle tier, where the application logic is stored and
enforced. Therefore, the product integrations will take place using Business Objects and
eBusiness Web Services to ensure enforcement of the customer’s business rules, security
settings, and consistent API interfaces for integration with third party applications.
Data imports for customers will be provided for Sage ERP MAS 200 SQL 4.45 through Visual
Integrator.

PAYROLL AND C USTOMER R ELATIONSHIP M ANAGEMENT


A Sage ERP MAS 200 SQL compatible Payroll module is under investigation and more details
will be provided in an update to this pre-release guide. SageCRM is not expected to be
available for Sage ERP MAS 200 SQL at time of the 4.45 release, but is currently planned to be
available with the 4.5 release. A version of Extended Enterprise Suite will not be available for
SQL, EES 1.4 will continue to be available using ProvideX.

Sage ERP MAS 200 SQL 4.45 Available Modules Summary


 Accounts Payable
 Accounts Receivable
 Bank Reconciliation
 Bar Code*
 Bill of Materials
 Business Insights Dashboard
 Business Insights Explorer
 Common Information
 Credit Card Processing
 Custom Office
 eBusiness Web Services
 General Ledger
 Inventory Management
 Library Master
 Paperless Office
 Purchase Order
 Return Merchandise Authorization
 Sage MAS Intelligence*
 Sales Order
 Sales Tax powered by AvaTax
 StarShip Freight
 Starship Parcel*
 Visual Integrator

*For these modules, the exact date of version 4.45 availability has not yet been confirmed.

Summary of Modules NOT Available in 4.45


• Payroll (Sage ERP MAS 90 and 200 Payroll)
• Job Cost
• Work Order
• eBusiness Manager
• Business Insights Reporter
• FRx & F9
• CRM Integration
• FAS Integration

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Sage ERP MAS 200 SQL 4.45 Initial Pre-Release Guide

NEW DEMO DATA


A new company code, MFG Computer Services, Inc (MFG), will be available in Sage ERP MAS
200 SQL 4.45. MFG will use a fully integrated suite of modules including Accounts Payable,
Accounts Receivable, Bill of Materials Custom Office, Inventory Management, Purchase Order,
and Sales Order. Set up as a manufacturer of computer systems, computer parts and
accessories can be sold individually or assembled as complete computer systems and
peripheral devices, which can be tracked as bill of materials.

LIFE CYCLE SUPPORT PLAN


As stated earlier in this document, the initial Sage ERP MAS 200 SQL 4.45 code base is
expected to be rolled into a single code base with the release of 4.5 in calendar year Q3 2011,
with SQL Sever as an option. Sage ERP MAS 200 SQL 4.45 is planned to be supported with
defect fixes through December 2011, which is approximately one year after general
availability release. Phone Support is expected to be provided through December 2012,
approximately two years from the 4.45 release date, and through the anticipated 4.6 release
date.

After 4.5 is released in 2011, Sage ERP MAS 200 4.45 SQL customers will be strongly
encouraged to upgrade to 4.5. Once they upgrade to 4.5, these customers will get the
additional value of Product Update enhancements, additional module availability such as CRM
and Fixed Assets, and more.

SAGE ERP MAS 200 4.45 COMPARISON TO PRIOR 3.X SQL


RELEASES
The following table represents a summary of the benefits of the new Sage ERP MAS 200 SQL
product compared to the previous 3.x versions of the product. A more detailed comparison
will be provided in the future.

Sage ERP MAS 200 SQL 3.X New Sage ERP MAS 200 SQL 4.45 Main Benefit
Legacy Modules New Business Framework Modules Dual grid entry, right click,
personalization, memos,
hyperlinks, Customizer, etc.
De-Normalized Schema Normalized Schema Data stored and processed more
efficiently
Link List Indexing Keyed Indexing Search faster and more
efficiently – no cross-linked
orders
No Data Dictionary Data Dictionary Enforce business rules
(Meta data driven)
No Base Class Base Class Master fixes optimize changes
(Fix at each occurrence) (Change Once Fix Plenty)
Record Structure Record Structure Well defined columns and fields
(Concatenated Columns) (No Concatenated Columns) – no variant records, no field
mappings

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Sage ERP MAS 200 SQL 4.45 Initial Pre-Release Guide

ODBC connection to SQL OLEDB / ADO connection to SQL Native connections efficient use
Server Server of cursors and result sets,
optimized data access layer
including multiple caching
techniques
Report optimization via SQL All optimizations are done at Maintain single code base,
Server Stored Procedures Application Layer. preserve Development Partner
No SQL Server Stored Procedures and user customization model

INITIAL PLATFORM SUPPORT


Sage ERP MAS 200 SQL 4.45 will support SQL Server 2008 32- and 64-bit, and Windows Server 2008
32- and 64-bit. On the client side, 4.45 will support Windows 7 32- and 64-bit, as well as XP and Vista.

• Server
SQL Server 2008 32- and 64-bit
Windows Server 2008 32- and 64-bit
Windows Server 2008 R2 64-bit
• Client
Windows XP
Windows Vista
Windows 7 32- and 64-bit

INITIAL MINIMUM SYSTEM CONFIGURATION


The following specifications show the initial system configuration in order to achieve the
intended performance for the new Sage ERP MAS 200 SQL product. More details will be
published in the Sage ERP MAS 200 SQL Supported Platform Matrix, as the product is finalized.

Minimum System Configuration for Combined ERP MAS 200 Server and SQL Server

Minimum
Additional
Application Servers Processor Memory (RAM)
Requirements
Windows Server 2008 Standard Intel Quad Core class 8 GB + 200MB per 100 Mbps network
(32-bit) processors or better concurrent user connection
Windows Server 2008
Enterprise (32-bit)
Windows Server 2008 Standard Intel or AMD 64-bit 8 GB + 200MB per 100 Mbps network
(64-bit) capable. concurrent user connection
Windows Server 2008
Enterprise (64-bit)
Terminal Services and Additional
Processor Memory (RAM)
Citrix Requirements
Intel Quad Core class Recommended minimum 100 Mbps network
Windows Server 2008 Terminal processors or better and as required by connection
Services (32-bit & 64-bit) Terminal Services or
Citrix Presentation Server 5.0 Citrix, plus 128 MB per
concurrent user

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Sage ERP MAS 200 SQL 4.45 Initial Pre-Release Guide

BETA AND CONTROLLED RELEASE PROGRAM


Beta for 4.45 is currently targeted to begin sometime in July 2010, and last for approximately
four weeks. The duration of the 4.45 Controlled Release program is expected to be eight
weeks. All participating Business Partners must complete the Sage SQL Server and Sage ERP
MAS 200 SQL training and certification in order to participate. Business Partners will be
required to participate in the Beta program in order to sponsor a Controlled Release Customer
site.

Please note that a limited number of current Sage ERP MAS 200 3.x SQL customers who meet
certain criteria will be allowed to participate in the 4.45 Controlled Release. A migration tool is
not built into the 4.45 product; therefore Business Partners with 3.x SQL customers will be
responsible for the migration from 3.x to 4.45. Business Partners who have an interest in
participating in Beta or Controlled Release should send an email to MAS90beta@sage.com.

TRAINING AND CERTIFICATION


In order to sell and obtain support for Sage ERP MAS 200 SQL 4.45, Business Partners must
employ at least one Sage ERP MAS 200 SQL Technical Consultant who meets specific training
course and assessment requirements. Requirements for a Sage ERP MAS 200 SQL Technical
Consultant are:

 Attend Sage SQL Server Fundamentals training course (optional)


 Pass the Sage SQL Server Fundamentals Assessment (required)
 Attend Sage ERP MAS 200 SQL 4.45 Install training course (required)
 Pass the Sage ERP MAS 200 SQL 4.45 Install Assessment (required)

The training and assessments will be provided at no charge to Business Partners who
participate in Beta and Controlled Release.

Additional details on training class schedules will be available on SageU.com.

PRICING
Sage ERP MAS 200 SQL 4.45 modules will be offered at the same price as the current Sage ERP
MAS 200 ProvideX modules. Version 4.45 does require Microsoft SQL Server licenses. These
licenses will be available from Sage, or can be purchased from Microsoft SQL resellers. This
will allow optimum flexibility for prospects and Business Partners to use SQL licenses they may
already own, or to purchase licenses from Sage or another source.

Sage will offer two types of SQL licenses for Sage ERP MAS 200 4.45. Client Access Licenses
(CAL), SQL Server licenses per user, will be offered from Sage at $175 per user.* Also available
will be SQL Server Licenses per processor, which are expected to be priced at $5,000*. The
Microsoft® SQL Server Runtime Edition is SQL Server 2008 Standard Edition, which comes
with an unlimited number of users. These SQL Server licenses can also be used for other Sage
products. Business Partners receive full tier credit, at a partner margin of up to 30%. For

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Sage ERP MAS 200 SQL 4.45 Initial Pre-Release Guide

customers on SQL Server licenses maintenance and support plans, benefits will include SQL
Server upgrades.

Microsoft SQL Server Runtime Edition SLP*

CAL - Per User $175


Per Processor $5,000

*Sage pricing may change at any time without notice.

BUSINESS PARTNER SQL HOTLINE AND TOOLKIT


We’ve established a SQL Server Hotline and prepared a toolkit to help Business Partners get
ready for this release. The hotline can be used to get answers to questions about all the
benefits of using Microsoft SQL Server such as the difference between the run time version
and the regular version of SQL licenses. Call 877-775-6738 to get support for:
 Accelerating your sales cycle
 Positioning the investment in SQL Server
 Using various sales and marketing resources to assist in SQL Server opportunities
 Locating SQL Server training and readiness resources to help you optimize SQL Server
deployments and increase your customer satisfaction
 Answering SQL Server licensing and edition questions, so you can provide your
customers with the most suitable solutions

Access and download overview SQL PowerPoints produced especially for Sage ERP MAS
Business Partners at: http://emergestronger.net/sqlservervarkit/

The information contained in this document represents the current view of Sage on the issues
discussed as of the date this document was prepared. Sage cannot guarantee the accuracy of any
information presented after the date of publication. The capabilities, system requirements and/or
compatibility with third-party products described herein are subject to change without notice. Contact
Sage for the most current information. Always consult a network specialist to discuss the security risks
involved before implementing any Internet solution. Sage is not responsible for the content or
maintenance of third-party Web sites referred to herein. This document is for informational purposes
only and may not be distributed to third parties. SAGE MAKES NO WARRANTIES, EXPRESSED OR
IMPLIED, IN THIS DOCUMENT.

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Irvine, CA 92618-2301
800.854.3415
www.SageMAS.com

©2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service
names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. or its affiliated
entities. All other trademarks are the property of their respective owners.

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