Installing Sage POS and SQL

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Installing Sage POS and SQL

Transcript of Installing Sage POS and SQL

Page 1: Installing Sage POS and SQL

Installing Sage POS and SQL

Page 2: Installing Sage POS and SQL

Table of Content

Hover over the heading and select the topic you are interested in, you will be directed to the

topic.

Download Procedures

Server Installation

Workstation Installation

Opening a Company on SQL POS

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Download Procedures

Version 14

To download Sage POS with SQL without SQL Server 2014 Management Studio select

HERE (651MB)

Version 17

Please install Version 17 first before proceeding with the POS and SQL installation.

Installation links below:

Sage Pastel Accounting Partner V17 Build 17.1.1

Sage Pastel Accounting Xpress V17 Build 17.1.1

When Version 17 is installed you will be able to get the POS and SQL installation from the

Download Manager

Select Start > Computer > C Drive > Pastel17/ Xpress17 > Custom > Download Manager

double click on CrossSellDM.exe, the Download Manager will open.

The following options will be available for installation:

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Server Installation

Select option 2 to download Sage Pastel POS with SQL including the SQL Server 2014

Management Studio.

Open the location where the installation files downloaded to select the

PastelPOS_SQLBasic.zip folder.

Right click on folder and select 7-ZIP > Extract files, this option will create a new folder where

the installation file are saved to.

Select ISSetupPrerepuisites > select Microsoft SQL Server 2014 Express

Double click on either SQLEXPR_x64_ENU.exe (for 64 bit installation) or

SQLEXPR_x86_ENU.exe (for 32 bit installation)

Select ‘OK’on the ‘Choose a Directory for Extracted Files’, no changes will be made on

this screen

Once the files are extracted the ‘SQL Server Installation Centre’ screen will display, select

‘New SQL Server stand-alone installation’

Select the terms and conditions on the ‘SQL Server 2014 Setup’ screen, select ‘Next’

The Global Rules is a feature that identifies problems that might occur when installing SQL, all the rules must pass in order to proceed with the installation. Once all the rules have passed select ‘Next’

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The Microsoft Update ensures all security features are up to date on Windows, select

‘Next’

No changes are made to the Feature Selection screen, select ‘Next’

The Instances Configuration screen will display, select ‘Named instance’, type in POS

The Server Configuration screen will display ensure the Startup Type for both services

below should be on Automatic, select ‘Next’

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The Database Configuration screen will display, select ‘Mixed Mode (SQL Server

authentication and Windows authentication)’

Enter password and Confirm password enter ‘Pointofsale@123 (Please note that the

password is case sensitive), select ‘Next’

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The Installation Progress screen will display, wait for the progress bar to complete and

select ‘Next’

The following screen will display once all the checks have succeeded, select ‘Close’

Once the SQL installation is complete you will need to run the POS Setup.exe. Double click on the .exe for the installation to start.

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The Sage Pastel Point of Sale (SQL) – InstallShield Wizard screen will display, select

‘Next’, accept the terms and conditions on the License Administrator then select ‘Next’

Select Server/ Standalone this option will install Point of Sale and Microsoft SQL, select

‘Next’

The Database Server screen will display, here you would need to select the Database

Server you are installing to, in other words the instance that was created during the

installation process, select ‘Browse’ to see the server’s that are available, select the correct

one and select ‘OK’

Select the instance you created when installing SQL i.e. POS

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Select ‘OK’ and then ‘Next’

Once you selected your server you need to choose the authentication method

Select ‘Server authentication using the Login ID and password’

At Login ID enter sa and the Password must be Pointofsale@123, select ‘OK’

Ensure the destination for the installation points to C:\Pastel14 or C:\Pastel17, select ‘Next’

Select ‘Install and then ‘Finish’

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Workstation Installation

Do not run the SQL installation on the workstation

Run the Setup.exe ONLY

Double click the setup.exe

Select the ‘Workstation’ as the Setup Type

Select ‘Next’ accept the terms and condition on the License Agreement he terms and

conditions and select ‘Next’

Do not change the Destination Folder for the installation ensure that it installs to the C:

Drive, select ‘Next’ and then ‘Install’.

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Opening a Company on SQL POS

Double click the POS Icon to launch POS

Select File > Open

Select ‘NO’

The following screen will display that will assist you in converting the POS Access database

(Company) to SQL.

This process should be followed on the server before opening the company on the

workstation.

Network drive where

company resides

Company Folder

Pastel User Password

Server Instance

SA

Pointofsale@123

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Browse the network drive and search for company on the server, double click on the

company folder

Enter the user’s password for the company

Select the option ‘Show SQL Login'

Server: Browse for the computer where SQL Server has been installed

Username: sa

Password: Pointofsale@123

Select ‘Open’, the following message will display, select ‘Yes’ to start the conversion, once

this is complete, select ‘OK’

Kindly note the old database will not be accessible anymore once converted to SQL