This checklist will outline the steps to install the application and run the configuration tool under a user account with full administrator rights to the current server.

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Item

Comments

 

Run the installer corresponding to the Sage 300 and Service Manager versions in use

Use default folder in most cases and do not install the files to sage 300 folders.

 

Run the Technisoft Cloud Portal Configuration tool

This tool is normally only used once to create IIS web site and configure the dedicated portal database

 

First Create the IIS web site

Use the default values in the Create Virtual Directory screen, but consider changing the Virtual Directory Name as that becomes part of the web site URL. Do not share the application pool with other webs sites

 

Confirm that the Sage 300 shared data path is either a local path or a UNC path

If the shared data path is a UNC path to another server please make sure multi-server steps listed above have been completed

 

For a single server installation do not set App Pool Identity

App Pool Identity should be set to Local System by default

 

For a multi-server installation set App Pool Identity to the user account created in section above

Use this format when setting user name: domain\username

Setting this will also give full rights to the website folder for that user.

 

Set connection details to a dedicated portal Database for this application

The database and tables will be created automatically if required when the web application runs first time. For local server you can use full stop character