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APS upgrades

  • 1.  APS upgrades

    Posted 06-23-2021 16:49
    I am going through a nightmare upgrade involving APS and am wondering if others are having similar experiences.  (2018 Premium to 2020.2 Premium).
    The APS upgrade process changed so re-registering was necessary (entering new API keys) but a confirmation screen implied it would be creating records from Paya data so I said No and consulted APS. 

    Two days after going Live we finally worked through the APS setup without corrupting the customer's APS vault, but now ClickToPay is throwing all kinds of errors (invoice printing / posting... a setup option not saving properly...).
    I'm normally an advocate for APS, but this experience is leaving a bad impression... with me and the customer.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------


  • 2.  RE: APS upgrades

    Posted 06-23-2021 18:00
    I’ve been trying to get a 2021 updated integration and it seems to be taking forever. Maybe this is why?

    ---------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
    ---------------------------------





  • 3.  RE: APS upgrades

    Posted 06-23-2021 18:02
    If you haven't already contacted Brittany Dudman, you should. We encountered a significant problem with Ops Mgt on v2020 which they didn't publicize and still haven't fixed.

    She's a straight shooter, but they are apparently not being proactive about publicizing known problems.

    ------------------------------
    Jerry Norman
    At-Large BOD Member, 90 Minds
    Smartbridge Partners
    512.419.1444 x112
    ------------------------------



  • 4.  RE: APS upgrades

    Posted 06-23-2021 18:09
    I’ve been emailing Brittany

    ---------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
    ---------------------------------





  • 5.  RE: APS upgrades

    Posted 06-23-2021 18:37
    The customer already looped in Patty and Brittany, without me having to say a word.  (I've been focused on being productive, not getting into the blame game).

    The latest from Brittany: "I should have an updated addition shortly ...", with not a peep from our support contact.

    The support call to get APS keys properly activated (4 company codes) took 90 minutes, with an escalation (so two people on the call), and the 2nd level support was saying "I don't know" far too often for my comfort.  I kind of felt like I was playing defense, preventing them using our customer to experiment / learn.

    Upgrades should not be this hard.  Seriously.

    For the record, what worked (after install / migrate / reinstall / company conversion) was:
    • Install Paya.
    • Raw table edit to enable APS in the SY_568APSActivation table (checkbox).
    • Open the Enable APS Payments screen and enter the new API Key (merchant key / password don't work anymore).
    • Open Payment Type Maintenance and re-enter the API Key one entry at a time, clicking Fix to enable the field.
      • (This way you don't get the prompt to create new records... just a warning about potentially invalidating CC records, which was fine because we were just re-linking to the same account).
    • Then we activated Click-To-Pay but had to disable after too many errors.


    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 6.  RE: APS upgrades

    Posted 06-23-2021 20:15

    When you say install Paya do you mean Paya Desktop?
    ​​

    ------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
    ------------------------------



  • 7.  RE: APS upgrades

    Posted 06-24-2021 09:59
    Yes, SE2 / Paya Exchange...  There was an error message about not being able to communicate with Sage Exchange on one of the screens, which worried me because they had years old Paya data I didn't want to re-import into the APS vault.

    Later in their badly documented instructions I was met with this (which cause me to stop):
    When I asked APS support if they were sure this was correct, and that old Paya data was not about to corrupt the customer's APS vault, they were unsure.  I was NOT sure... I did not want to CREATE new records... I just wanted to reconnect the system to the existing records.

    The programming / messaging needs to be corrected / clarified for upgrades.  This was poorly designed.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 8.  RE: APS upgrades

    Posted 06-25-2021 09:52

    APS sent me a link to the 2021 APS install along with this note: 

    Please note, this revision includes an update to the location of the APSPays Integration credentials and those will need to be reapplied in the new screen under Library Master> Setup> Enable APS. This revision also includes a conversion with our Sage Developer Code, so we're strongly recommending a full back up before installation and any ClickToPay links will need to be updated. We can be available to walk through everything together if needed.

    Now I guess my question ( aside from whether this is stable ) is can I setup a test Sage system while the customer continues to use their prior Sage 100 which is already APS integrated? 

    If the vault converts it would seem to indicate that I cannot which means the APS portion would have to be setup on the fly during go-live?



    ------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
    ------------------------------



  • 9.  RE: APS upgrades

    Posted 06-25-2021 10:05
    Edited by Wayne Schulz 06-25-2021 10:11
      |   view attached
    Updated user guide. This seems to indicate that the development of this integration when from MD 531 ( ASI ) to 568 ( ?? ) - presumably APS is now developing this integration? 

    ------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
    ------------------------------

    Attachment(s)

    pdf
    UserGuide_Sage100_v12 (1).pdf   1.97 MB 1 version


  • 10.  RE: APS upgrades

    Posted 06-25-2021 10:14
      |   view attached
    Brittany Dudman sent me a link for a new v2021 installer this AM.  Just released in past 24 hours.  See attached.  remove TXT extension and replace with EXE.  Installers are not merchant specific (per Brittany) so you should be able to use this (instead of waiting for a link).  Also, she indicated that this is compatible with v2021.1.

    ------------------------------
    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------

    Attachment(s)

    txt
    APS700.6.12.11.txt   4.93 MB 1 version


  • 11.  RE: APS upgrades

    Posted 06-25-2021 10:19
    Because of the conversion process - what happens if we set this up on a test system and then convert credit card data? Will their old ( live ) system be able to process cards or am I shutting down their live system from accessing the vault ( due to the data being converted? )

    ------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
    ------------------------------



  • 12.  RE: APS upgrades

    Posted 06-25-2021 10:57
    I obviously can't say for sure, but my impression is the client programming and keys changed, not the vault.  I purposefully avoided the wizard to convert / create new records, and APS is working OK... except for Click-To-Pay, which is still broken.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 13.  RE: APS upgrades

    Posted 06-25-2021 10:55
    I hadn't noticed that.  Growing pains as APS takes over from ASI... lucky me.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 14.  RE: APS upgrades

    Posted 06-25-2021 10:58
    So it looks like APS hired Bob Sosbee ( see Linkedin) and apparently took the development in-house. I love to play detective with both customers and now developers to try to find issues.

    ------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
    ------------------------------



  • 15.  RE: APS upgrades

    Posted 06-25-2021 11:15
    "I love to play detective with both customers and now developers to try to find issues."
    I don't... and am trying really hard to not be unprofessional in communications about these issues.  Day 5 after Live.

    I'm also trying to fix a company copy issue (link to SageCity post), which I suspect is APS related but I am not sure yet.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 16.  RE: APS upgrades

    Posted 06-25-2021 17:34
    I was able to ask Brittany about some of this. Here are her answers:

    • Can I setup a test Sage system while the customer continues to use their prior Sage 100 which is already APS integrated?
      • Yes, APS can provide access to a sandbox gateway to help support testing in a test Sage system prior to the live cutover. 

    • Because of the conversion process - what happens if we set this up on a test system and then convert credit card data? Will their old ( live ) system be able to process cards or am I shutting down their live system from accessing the vault ( due to the data being converted? )
      • The test and live systems should have separate ar_customercreditcard files which would allow for conversion on the test system without impacting the live system. Then the live system could be converted later during go live.


    ------------------------------
    Jerry Norman
    At-Large BOD Member, 90 Minds
    Smartbridge Partners
    512.419.1444 x112
    ------------------------------



  • 17.  RE: APS upgrades

    Posted 06-28-2021 11:32
    I am wondering why their installers are suddenly behind secure links?!?  Customer gets a download link, forwards to me... but I can't download, since it was emailed to them.  For something confidential I understand, but an install file?  Such a silly waste of time (asking the customer to download, or request a link tied to my email address...), not to mention a bad practice in today's world (here, click this emailed link and type in personal information...).  Ugh.


    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 18.  RE: APS upgrades

    Posted 07-01-2021 08:07
    I got the same secure link. I emailed APS directly. If APS were smart they’d hire Kevin to PM the rewrite of the installation guide.

    ---------------------------------
    Wayne Schulz - Schulz Consulting - 860-516-8990
    ---------------------------------





  • 19.  RE: APS upgrades

    Posted 06-26-2021 15:48
    >> I'm also trying to fix a company copy issue (link to SageCity post), which I suspect is APS related but I am not sure yet.

    @Kevin Moyes - I know exactly what the cause of this is and how to fix it. It's just hard to explain without remoting in and visually showing you. This problem occurs with any MD who uses a DSD tool called CodeZilla for creating installers. To this day I haven't figured out what setting in CodeZilla causes it (or if it's a bug) but it happens to me also 1 out of 10 times.

    What Kent said on the thread is very close. You have to open 2 DFDM windows, one on CI_EnhancmentActivation (put on left side) and the other on Sy_EnhancmentModule (put on right side). MAKE A BACKUP OF BOTH FIRST !!! Find the correct enhancement record in both windows. Compare the DataLevel and SubLevel of CI_EnhancmentActivation to the EnhancementLevel and SubLevel of Sy_EnhancmentModule. If the left side < right side then you get that "Data files for ZZZ have not been converted". I'm guessing the SubLevel is off here ergo change the left side to match the right. Also possible the whole left side record is missing and you need to create it.

    Email me directly if you need me to follow up.


    ------------------------------
    Alnoor Cassim

    Email: alnoor@asifocus.com
    Ph: 949-689-9887
    Orange County, CA
    ------------------------------



  • 20.  RE: APS upgrades

    Posted 06-28-2021 10:49
    Alnoor,
    Thanks for the tip!  Like this?


    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 21.  RE: APS upgrades

    Posted 06-28-2021 11:06
    Kevin - Yep exactly.

    ------------------------------
    Alnoor Cassim

    Email: alnoor@asifocus.com
    Ph: 949-689-9887
    Orange County, CA
    ------------------------------



  • 22.  RE: APS upgrades

    Posted 06-25-2021 11:15
    ASI announced the sale of that product to APS a year ago; getting Bob along with that was a condition.

    My guess about this is that the tech details of Sage's new Paya integrations were slow to publish, and APS ran across a gotcha detail there. We're still waiting on a fix for Ops Mgt integration, where performance is dog slow for any part of the AR-SO subsystem.

    ------------------------------
    Jerry Norman
    At-Large BOD Member, 90 Minds
    Smartbridge Partners
    512.419.1444 x112
    ------------------------------



  • 23.  RE: APS upgrades

    Posted 06-25-2021 11:17
    I'd greatly prefer APS say "it's not ready yet" instead of putting us and our customer through a painful bleeding-edge-experimental upgrade.

    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 24.  RE: APS upgrades

    Posted 06-25-2021 11:28
    YES! When we next speak to Patty B or Brittany we all need to explain how being proactive with such bad news is a GOOD thing for customer relations.

    ------------------------------
    Jerry Norman
    At-Large BOD Member, 90 Minds
    Smartbridge Partners
    512.419.1444 x112
    ------------------------------