Sage 100

 View Only
  • 1.  Knowledgesync aka Sage Alert and Workflows email setup

    Posted 03-23-2020 17:28
    Has anyone been able to configure Knowledgesync  aka Sage Alerts to email using Outlook.office365 or gmail.  I am looking at the Vineyardsoft KB and can't find anything.
    Thanks,

    Jim


  • 2.  RE: Knowledgesync aka Sage Alert and Workflows email setup

    Posted 03-23-2020 19:45
    Numerous posts on this topic.  All had great suggestions.  Unfortunately, none worked for me.  What I finally did was set up a session with client's IT guy responsible for their O365 email, gave him two pages of the Sage PDF on authentication (page 18 of the v9 installation & configuration guide), showed him where the SA email set up was, how to send a test email and where to check SA for email errors.  Then said "good luck".  Took him about 90 minutes of trial and error to get it working.  Tough love, but client started paying SA subscription five months ago and wanted something to show for it.  FWIW, he spent about 60 minutes two weeks ago configuring Sage paperless email set getting that to work properly.

    Life is Good...... for the client.


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



  • 3.  RE: Knowledgesync aka Sage Alert and Workflows email setup

    Posted 03-24-2020 05:55
    Yes, I got it to work for an Office 365 user.  I had similar struggles and I think ultimately there was an issue with Port 587 being blocked on the server which IT had to open up. Running the diagnostic steps provided by Knowledgesynch helped quite a bit ( see below ). This is definitely not an end user friendly system though my customer's programmer type employees seem to love it.


    Here's what I pulled from the message thread previously:

    I have KnowledgeSync working with Office 365 as a stand-alone product at a non-Sage client. I use the following settings:

    Email Type: INTERNET
    Character Set: <blank>
    Email Account Description: Office 365 Online/AUTH/LOGIN/SSL/TLS
    Login Name: account@domain.com" target="_blank" rel="noopener noreferrer">account@domain.com
    Password: <password> (Make sure this is configured not to expire)
    Postoffice: <blank>

    SMTP/POP Internet Email Information:

    Outgoing mail server: smtp.office365.com
    SMTP From Name: Real Name <account@domain.com" target="_blank" rel="noopener noreferrer">account@domain.com>
    SMTP Port: 587
    Incoming mail server: smtp.office365.com
    POP Port: 995

    My customer site that is working: 


    Prior to getting this working Knowledgesync had me run in debug mode to capture any error messages.
    Here is what they advised:

    Please run through the following steps and forward the resulting text files to us-

    Stop the Sage Alerts and Workflow Windows Service.

    Note: I had to use the following REGEDIT address instead of the Vineyardsoft Coporation\ noted below

    HKEY_LOCAL_MACHINE\SOFTWARE\WOW5432Node\Sage Software\Sage Alerts & Workflow\General


    Run
    Regedit
    (32 Bit Server)
    HKEY_LOCAL_MACHINE\SOFTWARE\Vineyardsoft Corporation\KnowledgeSync 2000\General

    (64 Bit Server)
    HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Vineyardsoft Corporation\KnowledgeSync 2000\General
    Change "Diagnostics" to:
    "4" - (4 is Email Server in Diagnostic Mode.)

    Go to:
    *:\Sage Software\Alerts and Workflow\Data
    See if any KS_Diagnostics* files exist
    If they exist, delete them

    Start the Sage Alerts and Workflow Windows Service.

    Submit your Email and an Event

    If the Email errors:
    Go to:
    *\Sage Software\Alerts and Workflow\Data
    Rename KS_Diagnostics.txt to KS_Diagnostics_SERV.txt
    Rename KS_Diagnostics_Authentication.txt to KS_Diagnostics_Authentication_SERV.txt . .

    Send those files to support@vineyardsoft.com.

    IMPORTANT:
    Stop the Sage Alerts and Workflow Windows Service.

    Reset the Diagnostics

    REGEDIT
    (32 Bit Server)
    HKEY_LOCAL_MACHINE\SOFTWARE\Vineyardsoft Corporation\KnowledgeSync 2000\General

    (64 Bit Server)
    HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Vineyardsoft Corporation\KnowledgeSync 2000\General

    Change "Diagnostics" to:
    "0" - (0 is No Servers in Diagnostic Mode.)

    Start the Sage Alerts and Workflow Windows Service.




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



  • 4.  RE: Knowledgesync aka Sage Alert and Workflows email setup

    Posted 03-25-2020 11:13
    Has anyone been able to test the upcoming SA release (v10?)?  I wonder if it has been re engineered to make it less painful during setup.  @alan niergarth?? ​

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



  • 5.  RE: Knowledgesync aka Sage Alert and Workflows email setup

    Posted 03-25-2020 11:42
    The last I recall seeing was this - which didn't seem super promising if an SA account was required and saved in a clear text file. I'm not certain whether SA was required or used as a convenience during install.

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



  • 6.  RE: Knowledgesync aka Sage Alert and Workflows email setup

    Posted 03-26-2020 10:24
    Here are observations from Jeremy Fox from his experimentation with V10.  He did get a demo copy up and running.

    Personally I found the KSync v10 setup to be more confusing than their earlier releases. It's worth noting my installation was provided in the consultants only time, so some of these may no longer be the case. Ultimately though the bread and butter of the program seems the same, so if the new UI helps with a sale it's worth the initial inconvenience.

     

    Pros

    1. Skills or methods we've employed in older versions of Ksync still apply, as the under the hood seems to be about the same.
      1. I list this as a Pro as it reduces ramp up time with the new version, but it also carries forward the problems as well.  
    2. Updated user interface would be an easier sell to a client as it no longer looks outdated.
    3. Emailing functionality makes it a bit easier to spice up the email alerts if your team doesn't know HTML.
    4. Ksync's updated documentation and examples of advertised functionalities are much better.
    5. Additional functionality was added for workflows.

     

    Cons

    1. In the new version you must configure IIS, which most of us aren't used to and those of us who are familiar with it know it's complexity.
    2. The documentation is sufficient for environments such as a server however for a workstation testing the role feature add sections are highly confusing.
    3. As the backend is functionally the same many of the same confusions carry forward.
    4. If you use SQL authentication during the installation the username and password are stored in the installation directory visible in notepad. Meanwhile windows authentication doesn't install properly.
      1. I have reported this however I don't know if this is currently being worked on or already fixed.
    5. The updated user interface I personally found less user friendly as you only had one screen to work with at any time.

     



    ------------------------------
    alan niergarth
    Velosio LLC
    ------------------------------