Step

New install

Upgrade

Comments

Limitations and Requirements

 

N/A

 

Rebuild Online Tables

 

N/A

 

Confirm Web/IIS Features

 

N/A

 

Multi Server: Dedicated User Domain is Account

 

N/A

 

Dedicated User: Member of IIS_IUSRS

 

N/A

 

Dedicated User: Full Rights to Sage 300 Shared Data Folder

 

N/A

 

Web Site Created in IIS

 

 

Either by installer or configuration utility. Not applicable for upgrade if Advanced installation

IIS Authentication Set

 

 

Not applicable for upgrade if Advanced installation

Physical Path User

 

 

Not applicable for upgrade if Advanced installation

Rights to Web Site Folder

 

 

Not applicable for upgrade if Advanced installation

Application Pool Identity

 

 

Set to domain account if multi server setup

CRM Integration Installed and Configured