Sage 100

I believe SI licenses are by machine (not user)... someone please correct me if I'm wrong. 

So, either those two users need to always connect with one of the machines with a license, or the client needs to buy one more, for the 3rd machine.

Alternatively, in theory, the 2 users could be given access to License Manager, with instructions on how to move the licenses around, as needed.

Hi Kevin,

 

Yes, you are correct, the licenses are by machine not user.

Getting the 3^rd license is definitely an option but something (not sure if it's the environment or how the program works) is so unstable.  For example the same user can work on machine 1 and it works for a week or so and then they switch to machine 2 (which has the license) and it doesn't work any more.  Is there possibly an issue with the workstation install with them switching machines.

 

We have no Sage 100 issues only SI.

---
	Jacqueline Hoyte Director of Client Services Integrated Data Technology, Inc. Phone: 516-867-6752 Fax: 516-867-9465 Email: jhoyte@i-datatech.com Website: https://www.i-datatech.com Address: 1225 Franklin Avenue, Ste. 325 Garden City, New York 11530
	Putting your vision to work with solutions that fit.

----------
This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited.

I believe SI licenses are by machine (not user)... someone please correct me if I'm wrong. 

So, either those two users need to always connect with one of the machines with a license, or the client needs to buy one more, for the 3rd machine.

Alternatively, in theory, the 2 users could be given access to License Manager, with instructions on how to move the licenses around, as needed.

It is entirely possible there are machine specific technical issues, like having the correct Windows user permissions set, having the correct DLL registered (and plug-ins active in Excel)... Basically you go through the Sage KB articles on each machine.  Don't just trust that IT has the machines set up identically.

Licensing is a separate conversation.

Hi Kevin,

 

Yes, you are correct, the licenses are by machine not user.

Getting the 3^rd license is definitely an option but something (not sure if it's the environment or how the program works) is so unstable.  For example the same user can work on machine 1 and it works for a week or so and then they switch to machine 2 (which has the license) and it doesn't work any more.  Is there possibly an issue with the workstation install with them switching machines.

 

We have no Sage 100 issues only SI.

---
	Jacqueline Hoyte Director of Client Services Integrated Data Technology, Inc. Phone: 516-867-6752 Fax: 516-867-9465 Email: jhoyte@i-datatech.com Website: https://www.i-datatech.com Address: 1225 Franklin Avenue, Ste. 325 Garden City, New York 11530
	Putting your vision to work with solutions that fit.

----------
This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited.

Any idea on workstation setup installation when the machine changes?

When you run workstation setup for a specific user and the dlls are registered, if the user changes machines does workstation setup need to be run again so that the dlls are now registered for that user on that machine.  Not sure how roaming or cloud profiles work.

 

From your response, I am now thinking this is where the issue may be coming from.

 

 

---
	Jacqueline Hoyte Director of Client Services Integrated Data Technology, Inc. Phone: 516-867-6752 Fax: 516-867-9465 Email: jhoyte@i-datatech.com Website: https://www.i-datatech.com Address: 1225 Franklin Avenue, Ste. 325 Garden City, New York 11530
	Putting your vision to work with solutions that fit.

----------
This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited.

It is entirely possible there are machine specific technical issues, like having the correct Windows user permissions set, having the correct DLL registered (and plug-ins active in Excel)... Basically you go through the Sage KB articles on each machine.  Don't just trust that IT has the machines set up identically.

Licensing is a separate conversation.

Hi Kevin,

 

Yes, you are correct, the licenses are by machine not user.

Getting the 3^rd license is definitely an option but something (not sure if it's the environment or how the program works) is so unstable.  For example the same user can work on machine 1 and it works for a week or so and then they switch to machine 2 (which has the license) and it doesn't work any more.  Is there possibly an issue with the workstation install with them switching machines.

 

We have no Sage 100 issues only SI.

---
	Jacqueline Hoyte Director of Client Services Integrated Data Technology, Inc. Phone: 516-867-6752 Fax: 516-867-9465 Email: jhoyte@i-datatech.com Website: https://www.i-datatech.com Address: 1225 Franklin Avenue, Ste. 325 Garden City, New York 11530
	Putting your vision to work with solutions that fit.

----------
This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited.

I believe SI licenses are by machine (not user)... someone please correct me if I'm wrong. 

So, either those two users need to always connect with one of the machines with a license, or the client needs to buy one more, for the 3rd machine.

Alternatively, in theory, the 2 users could be given access to License Manager, with instructions on how to move the licenses around, as needed.

It depends on the technical setup.  Conventional remote desktop servers have the workstation setup done once, and not at each login.  User profiles don't change what programs are installed on each machine. 

Get machine 1 working, and it should work the next time they use machine 1, unless something happens to break machine 1.

Get machine 2 working, and it should work the next time they use machine 2, unless something happens to break machine 2.

VDI, as Wayne describes, is a different scenario entirely.

Any idea on workstation setup installation when the machine changes?

When you run workstation setup for a specific user and the dlls are registered, if the user changes machines does workstation setup need to be run again so that the dlls are now registered for that user on that machine.  Not sure how roaming or cloud profiles work.

 

From your response, I am now thinking this is where the issue may be coming from.

 

 

---
	Jacqueline Hoyte Director of Client Services Integrated Data Technology, Inc. Phone: 516-867-6752 Fax: 516-867-9465 Email: jhoyte@i-datatech.com Website: https://www.i-datatech.com Address: 1225 Franklin Avenue, Ste. 325 Garden City, New York 11530
	Putting your vision to work with solutions that fit.

----------
This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited.

It is entirely possible there are machine specific technical issues, like having the correct Windows user permissions set, having the correct DLL registered (and plug-ins active in Excel)... Basically you go through the Sage KB articles on each machine.  Don't just trust that IT has the machines set up identically.

Licensing is a separate conversation.

Hi Kevin,

 

Yes, you are correct, the licenses are by machine not user.

Getting the 3^rd license is definitely an option but something (not sure if it's the environment or how the program works) is so unstable.  For example the same user can work on machine 1 and it works for a week or so and then they switch to machine 2 (which has the license) and it doesn't work any more.  Is there possibly an issue with the workstation install with them switching machines.

 

We have no Sage 100 issues only SI.

---
	Jacqueline Hoyte Director of Client Services Integrated Data Technology, Inc. Phone: 516-867-6752 Fax: 516-867-9465 Email: jhoyte@i-datatech.com Website: https://www.i-datatech.com Address: 1225 Franklin Avenue, Ste. 325 Garden City, New York 11530
	Putting your vision to work with solutions that fit.

----------
This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited.

SI issues definitely seem to come in waves, but I can think of at least 5 clients on SWK's cloud who are pretty regular users and do not have regular issues.  One of them we had to completely uninstall Excel and reinstall it once, but then they didn't have issues for over a year after that. BUT, I suppose the more it's used, the greater the chance of an issue any particular time, and maybe my users just aren't as beefy as yours.

But I also have quite a few other clients accessing their local server via remote desktop/terminal server/citrix farms, which is basically what you've got there, and they're not having consistent issues, either.

Are they on newer versions of Sage and Excel?

I have a very high security customer using VDI ( Virtual Desktops ) which is similar but not the same as a remote connection to a server. Their IT resolved the issue by assigning the SI users to a static computer vs a VDI which ( to my understanding ) resets itself each time the user logs in. I don't know how they did this but the IT was VERY technical and I think what happens is instead of having the SI user assigned a random refreshed computer upon each login they somehow configured VDI so that the SI user always came up with the same computer/computer name.

I'm sure it's more complex than this though that's my understanding of how they resolved the SI issues they had been having.

Thanks Wayne,

That's exactly it – the IT company wants to charge the client an exorbitant amount to give these two users a dedicated machine.

Any suggestions for a replacement system to Sage Intelligence for financial statements.

 

 

---
	Jacqueline Hoyte Director of Client Services Integrated Data Technology, Inc. Phone: 516-867-6752 Fax: 516-867-9465 Email: jhoyte@i-datatech.com Website: https://www.i-datatech.com Address: 1225 Franklin Avenue, Ste. 325 Garden City, New York 11530
	Putting your vision to work with solutions that fit.

----------
This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited.

I have a very high security customer using VDI ( Virtual Desktops ) which is similar but not the same as a remote connection to a server. Their IT resolved the issue by assigning the SI users to a static computer vs a VDI which ( to my understanding ) resets itself each time the user logs in. I don't know how they did this but the IT was VERY technical and I think what happens is instead of having the SI user assigned a random refreshed computer upon each login they somehow configured VDI so that the SI user always came up with the same computer/computer name.

I'm sure it's more complex than this though that's my understanding of how they resolved the SI issues they had been having.

A couple thoughts here.

1. Introduce them to Sage Partner Cloud as an alternative. I really don't know if they'll fit for you (although likely), but suggest an alternative to the IT firm which is holding YOUR support hostage.

2. Seriously consider DataSelf. They're best known for robust data analysis BUT they also do Sage Intelligence-style reporting quite well. 

Thanks Wayne,

That's exactly it – the IT company wants to charge the client an exorbitant amount to give these two users a dedicated machine.

Any suggestions for a replacement system to Sage Intelligence for financial statements.

 

 

---
	Jacqueline Hoyte Director of Client Services Integrated Data Technology, Inc. Phone: 516-867-6752 Fax: 516-867-9465 Email: jhoyte@i-datatech.com Website: https://www.i-datatech.com Address: 1225 Franklin Avenue, Ste. 325 Garden City, New York 11530
	Putting your vision to work with solutions that fit.

----------
This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited.

A couple thoughts here.

1. Introduce them to Sage Partner Cloud as an alternative. I really don't know if they'll fit for you (although likely), but suggest an alternative to the IT firm which is holding YOUR support hostage.

2. Seriously consider DataSelf. They're best known for robust data analysis BUT they also do Sage Intelligence-style reporting quite well. 

Thanks Wayne,

That's exactly it – the IT company wants to charge the client an exorbitant amount to give these two users a dedicated machine.

Any suggestions for a replacement system to Sage Intelligence for financial statements.

 

 

---
	Jacqueline Hoyte Director of Client Services Integrated Data Technology, Inc. Phone: 516-867-6752 Fax: 516-867-9465 Email: jhoyte@i-datatech.com Website: https://www.i-datatech.com Address: 1225 Franklin Avenue, Ste. 325 Garden City, New York 11530
	Putting your vision to work with solutions that fit.

----------
This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited.

I have a very high security customer using VDI ( Virtual Desktops ) which is similar but not the same as a remote connection to a server. Their IT resolved the issue by assigning the SI users to a static computer vs a VDI which ( to my understanding ) resets itself each time the user logs in. I don't know how they did this but the IT was VERY technical and I think what happens is instead of having the SI user assigned a random refreshed computer upon each login they somehow configured VDI so that the SI user always came up with the same computer/computer name.

I'm sure it's more complex than this though that's my understanding of how they resolved the SI issues they had been having.

Hi Jacqueline!  You can reach our to Tom Fitzpatrick at sales@dataself.com.

A couple thoughts here.

1. Introduce them to Sage Partner Cloud as an alternative. I really don't know if they'll fit for you (although likely), but suggest an alternative to the IT firm which is holding YOUR support hostage.

2. Seriously consider DataSelf. They're best known for robust data analysis BUT they also do Sage Intelligence-style reporting quite well. 

Thanks Wayne,

That's exactly it – the IT company wants to charge the client an exorbitant amount to give these two users a dedicated machine.

Any suggestions for a replacement system to Sage Intelligence for financial statements.

 

 

---
	Jacqueline Hoyte Director of Client Services Integrated Data Technology, Inc. Phone: 516-867-6752 Fax: 516-867-9465 Email: jhoyte@i-datatech.com Website: https://www.i-datatech.com Address: 1225 Franklin Avenue, Ste. 325 Garden City, New York 11530
	Putting your vision to work with solutions that fit.

----------
This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited.

Thanks Wayne,

That's exactly it – the IT company wants to charge the client an exorbitant amount to give these two users a dedicated machine.

Any suggestions for a replacement system to Sage Intelligence for financial statements.

 

 

---
	Jacqueline Hoyte Director of Client Services Integrated Data Technology, Inc. Phone: 516-867-6752 Fax: 516-867-9465 Email: jhoyte@i-datatech.com Website: https://www.i-datatech.com Address: 1225 Franklin Avenue, Ste. 325 Garden City, New York 11530
	Putting your vision to work with solutions that fit.

----------
This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited.

Original Message:
Sent: 6/21/2024 1:29:00 PM
From: Wayne Schulz
Subject: RE: Sage Intelligence in a Cloud hosted environment

I have a very high security customer using VDI ( Virtual Desktops ) which is similar but not the same as a remote connection to a server. Their IT resolved the issue by assigning the SI users to a static computer vs a VDI which ( to my understanding ) resets itself each time the user logs in. I don't know how they did this but the IT was VERY technical and I think what happens is instead of having the SI user assigned a random refreshed computer upon each login they somehow configured VDI so that the SI user always came up with the same computer/computer name.

I'm sure it's more complex than this though that's my understanding of how they resolved the SI issues they had been having.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Moodus, CT
------------------------------