SAP AG 2003

Installation and Upgrade

Licensing
Creating a New Company
Paths for Files and Templates
SAP Business One Services
User and Authorization Management
Contents
Installation and Administration
SAP AG 2003
Describe the installation and upgrade processes
for SAP Business One
Apply for a license for SAP Business One and
assign it to your users
Create a new company
Maintain the paths for files and templates
Use the SAP Business One services
Create users and manage their authorizations

At the conclusion of this unit, you will be able to:
Installation and Administration: Unit Objectives
SAP AG 2003
You have purchased SAP Business One and
received the software package from SAP. Following
the System Setup Guide, you install the SAP
Business One software.
You define the paths for central files and Microsoft
Word templates and adapt the templates to your
requirements.
You install the SAP Business One services so you
can use the backup and mail services.

Installation and Administration: Business Scenario
SAP AG 2003
Installation and Upgrade: Topic Objectives
Install SAP Business One
Perform an upgrade of SAP Business One
At the conclusion of this topic, you will be able to:
SAP AG 2003
Installation Process
Install one of the following database servers
Microsoft SQL 2000 SP3 (Standard or Enterprise Edition)
IBM DB2 Universal Database Express Edition 8.2.2
Sybase Adaptive Server Enterprise 12.5.3
Install SAP Business One Server Tools
License Manager
Backup Service
Mail Service
Data Interface Server
Install SAP Business One server
System Database SBO-Common
Demo Databases
Help Files
Shared Folder B1_SHR

Create new ODBC DataSource
Install SAP Business One client
Connect client to database server
Install SAP Business One SDK
Data Interface API
User Interface API
Install SAP Business One Add-On Framework and add-
ons
Client
Server
SAP AG 2003
Upgrade Process
Server upgrade


Client upgrade


Company upgrade
SAP AG 2003
Explain the license mechanism of SAP Business
One
Request a license key for your SAP Business One
system
Assign licenses to users
At the conclusion of this topic you will be able to:
Licensing: Topic Objectives
SAP AG 2003
License Manager
SAP
Business
One
Test
Server
Production
Server
SAP
Business
One
Development
Server
License
Manager
License
File
SAP Business Clients
SAP Add-On Solutions
Partner Add-On Solutions
SAP AG 2003
Requesting and Adding a License
License Key
Request
http://service.sap.com/licensekey
Select a customer installation
and create a new system
Enter System Details
Hardware Key M1028424123
Next
Select components for license
package
Components
(SAP or Partners)
Number of Users
Validity Dates
Submit
E-mail with
License File
License Manager
License
File
SAP AG 2003
License Administration
Licenses for
SAP Components Partner Components
SAP AG 2003
Creating a Company: Topic Objectives
Create a new company database
Perform the basic initialization
Maintain the company details
At the conclusion of this topic, you will be able to:
SAP AG 2003
Creating a Company
Create new company
Copy User-Defined
Fields and Tables?
SAP AG 2003
Company Details
General
Company Name
Address
Communication
Accounting Data
Tax information
Holiday calendar
Basic Initialization
Critical Settings (!):
Chart of accounts
Template
Local currency - System
currency
Balance display
Account segmentation
Inventory valuation
Purchase accounts system
Company Details
SAP AG 2003
Paths for Files and Templates: Topic Objectives
Define the correct paths for pictures, Microsoft
Excel exports, and attachments in the general
settings
Export documents to Microsoft Word
Adapt the templates for exporting them to
Microsoft Word

At the conclusion of this topic, you will be able to:
SAP AG 2003
Paths for Microsoft Excel Exports, Pictures, and
Attachments
Server
Posting Periods Sales Budget Services Display Background Path Items
Microsoft Word Templates Folder
Microsoft Excel Folder
Picture Folder
Attachments Folder
\\<server>\B1_SHR\WordDocs\English
\\<server>\B1_SHR\ExelDocs
\\<server>\B1_SHR\Bitmaps
\\<server>\B1_SHR\Attachments
OK Cancel
General Settings
Current Scanner
Extensions Folder
SAP AG 2003
Path to Microsoft Word Templates
Server
Posting Periods Sales Budget Services Display Background Path Items
Microsoft Word Templates Folder
Microsoft Excel Folder
Picture Folder
Attachments Folder
\\<server>\B1_SHR\WordDocs\English
\\<server>\B1_SHR\ExelDocs
\\<server>\B1_SHR\Bitmaps
\\<server>\B1_SHR\Attachments
OK Cancel
General Settings
Current Scanner
Extensions Folder
SAP AG 2003
Path to Exported Microsoft Word Files
Client
C:\Program Files\SAP\SAP Business One\WordDocs
SAP AG 2003
Docmnhl1.doc
Header
Items
Service items
General document fields
Footer
SAP AG 2003
SAP Business One Services: Topic Objectives
Configure and utilize the SAP Business One
Services
At the conclusion of this topic, you will be able to:
SAP AG 2003
SAP Business One Service Manager
Double-click
Start service
Pause service
Stop service
Set service
Select service
SAP AG 2003
Backup Service
Database
Settings
Schedule Connection
SAP AG 2003
Mail Service
Database
Schedule
Connection
Settings
SAP AG 2003
User and Authorization Management: Topic Objectives
Define user master records
Define general authorizations and data ownerships
for your users
At the conclusion of this topic, you will be able to:
SAP AG 2003
Users Types and Defaults
Superusers Users
Have all authorizations
Authorizations in
accordance with General
Authorization Management
and Data Ownership
2 Types
Defaults
General (Address and
Communication Data)
Logistics and
Accounting Defaults
Print Settings
Credit Card Accounts
SAP AG 2003
General Authorizations
Users
Authorization Level
Authorizations
Administration
Financials
Sales Opportunities
Sales A/R
Purchasing A/P
Business Partners
Banking
Inventory
Production
Define Bill of Materials
Production Order
Receipts from Production
Issues for Production
MRP
Read-Only
Full Authorization
Read-Only
Read-Only
Read-Only
Read-Only
Read-Only
Read-Only
Various Authorizations
Read-Only
Full Authorization
Full Authorization
Full Authorization
Read-Only
Max. Discount
Use Encryption
Expand Collapse
Full Authorization Read Only No Authorization Ok Cancel
Behrendt
Krueger
Loewe
manager
Riemann
Schmidt
Schuy
Training
Weber
Walter
Winter
Authorization
Objects
Drag &
Drop
SAP AG 2003
Data Ownership
Document
Header Data
Sales Employee
Header Data
Item/Service
Item No. Item Description Quantity Owner 1
2
Contents
Document Type
Owner
Business Partner
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SAP AG 2003
Authorizations Defined by the Organizational Hierarchy
Marc Manager
Managing Director
Marc Seller
Account Manager
George Profit
Sales Manager
Fred Buyer
Sales Employee
Mary Discount
Sales Employee
Manager
Subordinate
Peer
SAP AG 2003
You are now able to:
Installation and Administration: Unit Summary
Describe the installation and upgrade processes
for SAP Business One
Apply for a license for SAP Business One and
assign it to your users
Create a new company
Maintain the paths for files and templates
Use the SAP Business One services
Create users and manage their authorizations