Use the preparation checklist to detail the requirements and prepare the system for installation of the Technisoft Cloud Portal application.

✔

Item

Version

Comments

 

Server OS: Windows Server

2012 or newer

For demo environments Windows 10 is acceptable

 

MS SQL Server

2012 or newer

As supported by Sage 300

 

Sage 300 Installed

2018 or newer

Local installation highly recommended for performance reasons

 

Service Manager Installed

Same as Sage 300 version

Service Manager must be installed, activated and working.

Refer to Update Notice for latest Product Update requirements.

 

Sage company security enabled

 

Sage companies exposed must have security enabled in Database Setup

It is highly recommended to change Sage 300 Admin password from default for production environments

 

License for relevant Service Manager module

 

Eg. For Customer Portal features, Service Manager License file (VM.LIC) with Customer Portal activated

 

Enable IIS Features

 

Refer to IIS Further Information for more details

 

Enable Application Initialization

 

Only required if contact notifications are to be sent for actions which occurred while Technisoft Cloud Portal is not in use.

Refer to Application Initialization for more details

 

.net Core 3.1 Runtime and Hosting Bundle installed

 

Download from Microsoft

 

Web browser working and supported

 

Modern web browsers are supported such as Chrome and Firefox. Internet Explorer is not supported