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MyAssistant can monitor and automatically report on multiple Sage data folders, or just one. In this step you select which data folders MyAssistant will monitor, as well as the Sage user and password MyAssistant will use to access that information.
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Sage User & Password
In order to monitor information in Sage, MyAssistant needs a user and password in order to access that information. To do that, you'll enter the following information in the specified fields:
▪Sage 300 CRE User – Enter the Sage 300 CRE user MyAssistant will use to access Sage information
▪Sage 300 CRE password – Enter the password associated with the Sage user entered
Important: Best practices are to use a Sage 300 CRE user with a password that does not expire. Also, using an Application Administrator-level Sage user ensures MyAssistant has sufficient access to all the Sage information you want it to monitor.
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If the need should arise, the Sage user & password information can be updated from the MyAssistant Designer. To update: open the MyAssistant Designer, click the "File" menu button, click on "Options", then select "Server Settings" on the left side of the window that opens.
Sage Data Folders
This controls which Sage data folders MyAssistant can monitor. MyAssistant can only run Tasks for data folders in this list.
When configuring the MyAssistant Server: Click "Add Folder" and select the first Sage Data folder you want to monitor. Repeat as desired until all Sage data folders are added.
Note: If the MyAssistant Server is not on the same computer as the Sage 300 CRE Server, make sure the data folder paths are UNC paths (i.e. the paths begin with "\\") and do not use mapped drives.
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If you need to change which Sage data folders MyAssistant is monitoring after the initial configuration, open the MyAssistant Configuration Manager on the server to change the data folders being monitored.
Import Sage Customizations
MyAssistant automatically imports custom fields and descriptions when monitoring one Sage data folder. If MyAssistant is monitoring multiple folders, you will be prompted to select which folder’s customizations to import.
Note: Only one Sage folder’s custom fields & descriptions can be in MyAssistant at a time. Importing another Sage data folder’s customizations will overwrite previous Sage customizations in MyAssistant.
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When you create a new custom field or change a field’s description in Sage 300 CRE, you must re-run the import process for MyAssistant to recognize the change. This can be done from inside the MyAssistant Designer by opening MyAssistant, clicking the "File" menu button, clicking on "Options" and selecting "Server Settings" on the left side of the window that opens.
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