Installing Information Manager

This topic applies to all Orchid modules that are part of the Information Manager Suite: Notes, Document Management Link, Report Runner, Optional Tables and Data Views.

The activation code determines what features are available.

Installation Steps

Information Manager is installed by executing the EXE program downloaded for installation. InstallShield will execute and guide you through the installation steps, including whether to install documentation.

Before you Start

  • Download the program installer for the version of Sage 300 you are running (only available in the Partner area of the Orchid website).

  • Before installing Information Manager, ensure that all users have logged out of Sage 300.

Installing the files

  • Log on to the server where Sage 300 is installed as a user with full administrator rights.

  • Run the previously downloaded InstallShield for the module.

  • If prompted to re-boot, then do so.

Tip:

Programs are installed in the Sage 300 program folder, in the EBXXA subfolder, where EB is the 2-letter code for the Orchid module and XX depends on the Sage 300 version you are running:

Example: EB68A for Information Manager version 2021, EB69A for Version 2022, EB71A for Version 2024.

Note: REGACC is run automatically as part of the installation process. If some files are locked during the installation, the re-boot is required to unlock all files and complete the installation.

Important! If you install Sage 300 on each workstation, as well as the server, then you must do the same with Information Manager. In this case, repeat the above steps for each workstation.

Activate Information Manager

Activate Information Manager in Sage 300 Administrative Services > Data Activation.

For information on activating modules, refer to the Sage 300 System Manager online Help (choose the Help menu on the Sage 300 desktop) or review the chapter, Setting Up Security, in the System Manager Administrator Guide

License Details

To start using Information Manager, you need a valid serial number and license file.

If you don't have a valid license for Information Manager, you only see the License screen.

Enter License Details

The installation doesn't require a serial number anymore. You enter the serial number and activation code in the License screen.

Note: This applies to Sage 300 versions 2019 and above. You need a serial number to install an older version.

After you install the software, you need to activate Information Manager in one company using Sage 300 Administrative Services > Data Activation.

There are two options to enter the license details:

To generate a 30-day trial license file, enter the serial number provided for your module and Save the details.

If you have purchased the module, enter the serial number and activation code provided by your Sage 300 business partner.

Note: The license applies to all the Sage 300 databases for the same installation. You only need to enter the license details in one company.

Refer to Information Manager License Screen for details on entering Activation Code.

Tip: If installing with a 30 day grace period, additional re-installations will not extend the grace period.

Upgrading from a prior version.

  1. Download the new version install program from the Orchid website (Business Partner access only)

  2. Obtain the serial number and activation code for the new version

  3. Backup your existing database and programs as per Sage Upgrade guidelines

  4. Execute the EXE program downloaded (as above for a new install).

  5. In Sage 300 / Administrative Services / Data Activation, Activate Information Manager

  6. Enter serial number and activation code in the Information Manager License screen. (as above)

Minimum Requirements

You need to use the same version for the core Sage 300 modules and Information Manager. For example, Information Manager version 2024 requires Sage 300 System Manager version 2024.

Additional specific Sage 300 modules may be required to enable all functionality. Refer to Orchid Systems's website for details ( https://www.orchid.systems).

 

For Orchid End-User License & Service Agreement, refer to Orchid EULA