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Sage 300 CRE Connector Installation and Configuration

Overview

The eSUB Sage 300 Connector performs the following functions:

  • Import job costs to-date (From Sage 300) to eSUB Cost to Complete report
  • Import cost codes and cost code assignment (From Sage 300) to the eSUB Display/Hide cost codes page
  • Import job cost estimates (From Sage 300) to eSUB Add Job Cost Estimates page
  • Note: Records cannot be pushed from eSUB to the Sage 300 system

Assistance from eSUB Support is needed to complete the setup and configuration process.

For usage instructions, see related article: Sage 300 CRE Connector

Table of Contents

Configure Sage 300 to work with eSUB Connector

Uninstall any existing eSUB Sage 300 Connector if it exists. If it does not exist, you may have to do the following Sage security steps:

  1. Set up a new Sage Security User
    • The Sage 300 user must have a password. Remember that User Name and Password for the Connector setup later
    • Select the User cannot change password and Password never expires check-boxes
    • Create a custom Role for the new user
    • From the users page click on "Add a role" and select the "Tasks" option
    • Expand and check all the boxes for the "Address Book", "Job Cost" and "ODBC" and click OK 
    • Make sure the newly created user is selected and update the role 
    • Click the Companies tab and select the company of the user
  2. Log out of the Sage admin user and login as the newly created user
    • While logged in as the new user, access the Job Cost module in Sage 300 and confirm that you are able to open it up without issue
    • Once this has been confirmed, the new user is fully set up

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Install Sage 300 CRE Connector

Please follow the steps outlined below to install the Sage 300 CRE Connector. Depending on how and where Sage 300 CRE installed, some additional steps may be required to complete the process. Contact eSUB Support for assistance.

Installation Process

  1. Download and open up the installation package and click on the eSUB Connector Windows Installer Package
      • If the application is being installed on a server, there are different installation steps depending on the server type. Follow the steps that correspond with the server/operating system being used:
    Windows Server 2008, 2008 R2, 2012 and 2016 Windows 7 and Others

    Click on the eSUBConnector MSI file and install the application

     

    Right click on the setup.exe and "Run As Administrator"

     

  2. Make sure to agree to the Software License Agreement
  3. Select the installation folder and click Next (you can just use the default location displayed in the connector)
  4. Enter in the API key generated for the customer and their eSUB account subscriber ID and click Next
  5. Click Next to begin the installation
  6. Click Close to complete the installation
Only do this step if the eSUB to Sage 300 Connector is installed on a different machine than the Sage 300 folder.
The eSUB to Sage 300 Service which supports the Connector will need to run as a network account that has access to both machines, and the Sage 300 folder.

Configure Sage setup as a network account

  1. Use Windows Administrative Tools to open the Services Manager
  2. Once the Services Manager is opened, locate the "eSub Connector"
  3. Right click and select "Properties"
  4. Select the Log On tab
  5. Select "This Account" and enter a username and password for an account that has access to the Sage 300 folder across the network
  6. Select Apply
  7. Select Restart Service

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Configure eSUB to work with Sage 300 CRE Connector

Prior to configuring eSUB to work with the Sage 300 CRE Connector, you will need an API key and must have installed the connector on the machine that is running Sage 300 CRE. Please contact eSUB Support to obtain an API key.

Preconditions: API Key and user level of Executive Administrator

  1. Log into the eSUB account
  2. Go to Navigate > Administration > Company Setup > Company Preferences > Accounting
  3. Select Sage 300 CRE (Connector) from the Financial Package drop-down menu
  4. Enter the Sage OBDC Data Source 32-bit data source name
    • This can be found by searching for the ODBC Data Source Administrator (32 bit) on the client’s machine. Under the Driver column, look for Timberline Data and enter the name found under the name column.
  5. Enter the Sage Data Path
    • The Sage Data Path is the folder path that the client’s Sage 300 CRE data is stored
    • In Sage, go to Tools > Security Administration > Company
    • Use the file path that appears in the Data Folder field
  6. Enter the Sage User Name and Sage Password in their respective fields
  7. Select the Enable JTD Costs Sync check-box
  8. Select Save Data to complete the setup
  9. Select Start Connector to begin the sync process
    • Syncing will occur within 2 minutes

For usage instructions on running the connector, see related article:

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