{"id":26644,"date":"2022-10-03T08:53:36","date_gmt":"2022-10-03T08:53:36","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=26644"},"modified":"2025-01-29T05:35:50","modified_gmt":"2025-01-29T05:35:50","slug":"steps-to-be-followed-after-change-of-sage-crm-or-sage-100-applications-password","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/10\/03\/steps-to-be-followed-after-change-of-sage-crm-or-sage-100-applications-password\/","title":{"rendered":"Steps to be followed after change of Sage CRM or Sage 100 application\u2019s password."},"content":{"rendered":"\n<p>The GUMU<sup>TM <\/sup>for Sage CRM \u2013 Sage 100 is a real time bi-directional integration link, using which<\/p>\n\n\n\n<p>an user can promote Sage CRM company, sales order from Sage CRM to Sage100.<\/p>\n\n\n\n<p>In addition to this, the information for Sage 100 customer flows between Sage CRM on real<\/p>\n\n\n\n<p>depending on the configuration setting option selected.<\/p>\n\n\n\n<p>Today in this blog we will discuss the steps to be followed after the admin user password is changes for<\/p>\n\n\n\n<p>Sage CRM or Sage 100 application.<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li><strong>When CRM application password is changed<\/strong>.<ol><li>Update the latest password in GUMU module<\/li><\/ol><\/li><\/ol>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/10\/crm-1.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/10\/crm-1.jpg\" alt=\"Prepare to convert\"><\/a><\/center>\n<font size=\"2\"><center><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Update the password in SyncCustomFields.bat file<ul><li>Navigate to C:\\Program Files (x86)\\Greytrix\\GUMU for Sage CRM Server<\/li><\/ul><ul><li>Open the SyncCustomFields.bat file in Notepad<\/li><\/ul><ul><li>Update the latest CRM password in the file<\/li><\/ul><ul><li>Save the file.<\/li><\/ul><\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/10\/scheduler-file.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/10\/scheduler-file.jpg\" alt=\"Prepare to convert\"><\/a><\/center>\n<font size=\"2\"><center><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Also if there are customized task scheduler files then update the password in the same.<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>When Sage 100 password is changed.<\/strong><strong><\/strong><ul><li>Update the password in the Configuration<ul><li>Go to Administration<\/li><\/ul><ul><li>Then select Sage 100 Administration<\/li><\/ul><ul><li>Click on Configuration<\/li><\/ul><ul><li>Then select the company code<\/li><\/ul><ul><li>Click on change and enter the updated Sage 100 password also enter the Windows password<\/li><\/ul><ul><li>Then click on Save.<\/li><\/ul><\/li><\/ul><\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Update the Sage 100 password against the CRM user<ul><li>Go to administration<\/li><\/ul><ul><li>Then select Users<\/li><\/ul><ul><li>Select the user and click on change and update the Sage 100 password against the user<\/li><\/ul><ul><li>Then click on Save.<\/li><\/ul><\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/10\/crmuser-1024x122.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/10\/crmuser-1024x122.jpg\" alt=\"Prepare to convert\"><\/a><\/center>\n<font size=\"2\"><center><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Create a new linked server (For Sage 100 Standard and Advanced)<ul><li>Delete the existing linked server by logging in to SQL Server Management application (Linked server can be found under Server Objects)<\/li><\/ul><ul><li>To create a link server to have the connection between CRM and Sage 100 company codes, for that follow the below steps: &#8211;<\/li><\/ul><\/li><li>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 <strong>\u201cCreateSQLLinServerForNewFolder.vbs\u201d<\/strong>&nbsp;VB script which will appear the below screen.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/10\/linkedserver.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/10\/linkedserver.jpg\" alt=\"Prepare to convert\"><\/a><\/center>\n<font size=\"2\"><center><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Below is the list of details which are required to be filled in utility,<\/li><li>Sage CRM SQL server name<\/li><li>Sage CRM Database name<\/li><li>Sage CRM SQL admin level user name<\/li><li>Sage CRM SQL password for the user entered<\/li><li>Sage 100 server path till MAS90 folder<\/li><li>Sage 100 application admin level user name<\/li><li>Sage 100 application password<\/li><li>Sage 100 Company Code<\/li><li>Windows domain admin level user<\/li><li>Windows password<\/li><li>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.<\/li><\/ul>\n\n\n\n<p>For more information about GUMU&#x2122; integration link, please refer below links:<\/p>\n\n\n\n<p><strong>Blog link:<\/strong><br><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/tag\/gumumas\/\">https:\/\/www.greytrix.com\/blogs\/sagecrm\/tag\/gumumas\/<\/a><\/p>\n\n\n\n<p><strong>YouTube video link:<\/strong><br><a href=\"https:\/\/www.youtube.com\/watch?v=r1QlaTC0PX4\" target=\"_blank\" rel=\"noopener\">https:\/\/www.youtube.com\/watch?v=r1QlaTC0PX4<\/a><\/p>\n\n\n\n<p>For any queries related to GUMU integration, you can contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a><\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 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.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; 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.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The GUMUTM for Sage CRM \u2013 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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/10\/03\/steps-to-be-followed-after-change-of-sage-crm-or-sage-100-applications-password\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4206,192,332,333,334,335,3986,3987,3985,4525,4551,4550,1],"tags":[4571,658,793,4110,1292,2179],"class_list":["post-26644","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm","category-sage-crm-2019-r1","category-sage-crm-2021-r2","category-sage-crm-2022-r1-sage-crm","category-sage-crm-2022-r1","category-uncategorized","tag-change-of-sage-crm-or-sage-100-applications-password","tag-changes","tag-crm","tag-crmmas90","tag-gumusage100","tag-sage100"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Steps to be followed after change of Sage CRM or Sage 100 application\u2019s password.<\/title>\n<meta name=\"description\" content=\"Follow these essential steps after changing your Sage CRM or Sage 100 applications password. 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