Steps to be followed after change of Sage CRM or Sage 100 application’s password.

By | October 3, 2022

The GUMUTM for Sage CRM – Sage 100 is a real time bi-directional integration link, using which

an user can promote Sage CRM company, sales order from Sage CRM to Sage100.

In addition to this, the information for Sage 100 customer flows between Sage CRM on real

depending on the configuration setting option selected.

Today in this blog we will discuss the steps to be followed after the admin user password is changes for

Sage CRM or Sage 100 application.

  1. When CRM application password is changed.
    1. Update the latest password in GUMU module
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  • Update the password in SyncCustomFields.bat file
    • Navigate to C:\Program Files (x86)\Greytrix\GUMU for Sage CRM Server
    • Open the SyncCustomFields.bat file in Notepad
    • Update the latest CRM password in the file
    • Save the file.
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  • Also if there are customized task scheduler files then update the password in the same.
  • When Sage 100 password is changed.
    • Update the password in the Configuration
      • Go to Administration
      • Then select Sage 100 Administration
      • Click on Configuration
      • Then select the company code
      • Click on change and enter the updated Sage 100 password also enter the Windows password
      • Then click on Save.
  • Update the Sage 100 password against the CRM user
    • Go to administration
    • Then select Users
    • Select the user and click on change and update the Sage 100 password against the user
    • Then click on Save.
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  • Create a new linked server (For Sage 100 Standard and Advanced)
    • Delete the existing linked server by logging in to SQL Server Management application (Linked server can be found under Server Objects)
    • To create a link server to have the connection between CRM and Sage 100 company codes, for that follow the below steps: –
  • This file is located at GUMU Installation directory (i.e., C:\Program Files (x86) \Greytrix\GUMU for Sage CRM Server). Assuming GUMU Workstation is installed on C drive. For creating Link server for new Sage 100 company code, a user will have to double-click on “CreateSQLLinServerForNewFolder.vbs” VB script which will appear the below screen.
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  • Below is the list of details which are required to be filled in utility,
  • Sage CRM SQL server name
  • Sage CRM Database name
  • Sage CRM SQL admin level user name
  • Sage CRM SQL password for the user entered
  • Sage 100 server path till MAS90 folder
  • Sage 100 application admin level user name
  • Sage 100 application password
  • Sage 100 Company Code
  • Windows domain admin level user
  • Windows password
  • It will create a new Link Server in Sage CRM SQL server with MAS_CompanyCode format as below. Similarly by following the above link server steps user can create multiple linked servers so as to connect multiple Sage 100 company codes with single CRM instance.

For more information about GUMU™ integration link, please refer below links:

Blog link:
https://www.greytrix.com/blogs/sagecrm/tag/gumumas/

YouTube video link:
https://www.youtube.com/watch?v=r1QlaTC0PX4

For any queries related to GUMU integration, you can contact us at sage@greytrix.com

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.