Pre-requisites

1. Please make sure that Sage Intacct URL is accessible from Sage CRM server.

2. We require Sender ID as a pre-requisites to setup the GUMU™ configuration.

3. We also require a dedicated Sage Intacct user with access to all entities, including Top Level.

4. Backup of Complete Sage CRM :-

   • Take a backup of Sage CRM database and complete Sage CRM installation directory

5. Configure IIS :-

   1. For Configuring IIS versions before 6.0.

      1. Select Start | Settings | Control Panel | Administrative Tools | Internet Information Services IIS Manager.

      2. Click on Web Services Extensions folder, you will see a list on the left hand side. When you initially install IIS, the services installed are in a highly secure and "locked" mode. By default, IIS serves only static content meaning features like ASP, ASP.NET, Server-Side and Front Page Server Extension do not work unless enabled. If you do not enable this functionality after installing IIS, IIS returns a 404 error. Refer the below image.

         

      3. Select all unknown ISAPI Extensions from the Web Services Column and select the allow button.

      4. Also select the Active Server Pages and click the allow button.

         • Enable parent paths

           1. Select Start | Control Panel | Administrative Tools | Internet Information Services IIS Manager.

           2. In IIS Manager, Go to default Web site properties by simply click the right mouse button and clicking Properties.

           3. In the Default Website properties window, click on “Home Directory” tab.

           4. In “Home Directory” tab click on “Configuration” button.

           5. In Configuration screen, click on Options tab and set the Enable Parent Path option to check. Refer below image.

              
   2. Configure IIS version 6 or above

      1. Select Start | Control Panel | Administrative Tools | Internet Information Services IIS Manager.

      2. Click on to the Internet Information Service Manager (IIS) Manager| Server (Server\Administrator) | ISAPI and CGI Restrictions.

         
      3. Click on ISAPI and CGI Restrictions, allow access to Active Server pages, and Allow unspecified ISAPI modules. When you initially install IIS, the service is installed in a highly secure and "locked" mode. By default, IIS serves only static content meaning features like ASP, ASP.NET, Server-Side and Front Page Server Extension do not work unless enabled. If you do not enable this functionality after installing IIS, IIS returns a 404 error. Refer the below image.

         

         • Enable parent path

           1. Select Start | Control Panel | Administrative Tools | Internet Information Services IIS Manager. You can even do this by clicking your Windows Start button and entering "inetmgr" into the search box. Then press enter.

           2. On the Connections pane, expand the server node and select your site from underneath "Sites."

           3. On the Features view, double-click "ASP."

           4. Change "Enable Parent Paths" to "True."

           5. Under the Actions page, click "Apply."