Accessing and opening Sage 200 Professional when setup in SPP

NOTE: This document relates only to Sage 200 Professional software which has been deployed in the Sage Provisioning Portal using an Azure Subscription ID, more info on this setup can be found here.

There are a number of steps to complete before a customer can start using the Sage 200 Professional software.

1. First, the Partner Operator creates the account for a new customer.
2. Once the Partner Operator has entered the customer information in the Sage Provisioning Portal, a Sage Account Registration email is sent to the customer.
3. After completing the Sage Account registration, the customer will be redirected onto the Sage Provisioning Portal.
4. Once the site is created by the Partner Operator, the customer will receive an email confirming that their Sage Account has been registered.

Allowing additional users access to Sage 200 Professional requires 2 steps

1. Adding the users to the customer record.
2. Assigning the registered user to the site.
   More in depth instructions on adding new users and assigning can be found here.

Detailed Steps

Using the link in the first email, the customer user will download and run the installer for Microsoft Remote Desktop.

1. They will be presented with this screen once the .exe file is run.
   

   

   
   Click Next to continue.
2. Accept the terms and conditions.
3. Select the installation scope then install.
   

   

4. Let the installation complete then launch the application.
   

   

5. Once the application launches, you will be presented with this screen, click Subscribe.
   

   

6. Sign in with your Azure Active Directory logins which will have been provided to the user added to the portal. If you see the following screen, choose whether to stay signed in.
   TIP: The AAD logins will be formatted similar to the following - [email protected].
   

   

7. Once the process has completed, you will see this screen.
   

   

8. When you open the Remote Desktop app, it will look like the below.
   

   
   NOTE: Depending on the users level of access, you may not see all 3 of these icons.
   
   SessionDesktop: This icon gives you access to the virtual machine to allow you to perform additional tasks like installing Excel for example. This icon will usually only be visible to the business partner.
   Sage200 Admin: This icon gives you access to the Sage 200 Administration application.
   Sage200 Desktop: This icon gives you access to the Sage 200 Professional desktop application.
   
   Double clicking on any of the icons will open them in a new window on your desktop.  The users would then use the application as they normally would if this were an on-premise version.

System Administration

When you open Sage System Administrator for the first time, you should be prompted to enter the Account Number and Serial Number for your customer.  This can be found in the Sage Provisioning Portal.  The account number can be found in the Customer Record, as below.

The Serial Number can be found on the Site details page within the portal, as below.

If you aren't prompted to enter these details, right-click on the Licence menu option in System Administration and click Update.

Enter you Account Number and Serial Number then click OK. The program will then validate the licence.