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Setup of the Sage 200 UK Native API using AD

Summary

Before setting up the Sage 200 Native API, you must first ensure you have a supported Microsoft 365 license.

Resolution

TIP: We now have videos covering the onboarding process. Click here to watch.

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Notes

  • If you already use the Sage 200 API via Sage ID and an externally facing web server (the process for that method can be found here), before following these steps access System Administration, choose the option for API, choose edit and untick the option for Enable API. This will turn off access via the previous method and allow you to follow the next steps.
  • Due to TLS/ Sage ID changes here, the Microsoft Entra ID Tunnelling method is supported in Sage 200 Professional Summer 2018 Remastered, 2020 R1 and above.
  • If you are looking to set up the Native API Tunnel with the same Office 365 tenant as used in a test environment, please follow the steps in this article to successfully move the Native API. You may come back here when you wish to reinstall the App Proxy Installer.


Prerequisites for using the Sage 200 UK Native API

This guide will take you through what is supported and how to check you have the right license before contacting us.

If you have purchased a Microsoft 365 license from Sage, you will have received a "getting started" email. To onboard this license, follow the steps in the email.

To add an existing Microsoft 365 license to your Sage registration, you must:

  1. Confirm through this guide you have the supported license.

  2. Email Business Partner Sales via bpsales@sage.com and ask for an existing Microsoft 365 registration to be added to your customer's account. You will also need to the Sage 200 API registration is enabled on your license
    NOTE: Please note that for Sage 200 Summer 2018 Enhancements and above, you will not require the API module to be registered on your account. You will only need to have the existing Microsoft 365 registration added.

  3. A form will be sent out to you to fill in on behalf of your customer

  4. Send the form back and the registration will be added in due course

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Caution

CAUTION:  Sage recommends when connecting your Microsoft 365 to Sage 200 that you use the admin@***.onmicrosoft.com email address that is included with your tenant. If you do not have this email address, you can continue to connect to Microsoft 365 using your account however there will be additional steps to ensure the API is enabled. These are detailed in the Set up the Native API section. 

Once you have accepted the Microsoft agreement and the Sage Business Centre application permissions, you will be taken to the Sage Business Centre. This will indicate that the onboarding has been successful and you can now continue to install the Sage 200 Native API application. 

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During the onboarding, you may receive an error that looks like this: "Cannot setup your integration. We cannot setup your Sage 200 Accounts integration with Microsoft 365 because your Microsoft account does not include the required subscriptions". If you see this error, please follow this article to resolve it. 


Why do we need a user who has Global Administrator rights when onboarding Office 365 and installing the Azure Application Proxy Installer?

Some activities involving Microsoft Entra ID can only be performed by users who have Global Administrator rights. Please refer to this article from Microsoft for further details about what is required.

CAUTION: Sage takes no responsibility for information on external pages.


Connect Sage 200 UK to your Microsoft 365 account

TIP: We now have videos covering the installation of the Microsoft Entra ID Proxy Tunnel. Click here to watch. 

Now you have activated your Microsoft 365 license and registered it with Sage, you will now need to install the Microsoft Entra ID Proxy Connector on your Sage 200 server.


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Notes

  • Ensure you are logged in as a Windows user who exists within Sage 200. 
  • If using Azure Virtual Desktop, ensure that the Microsoft Entra ID Proxy Tunnel is installed within the session desktop into the Azure Environment.

This connects your Sage 200 server to the Microsoft Entra ID where authentication is done to allow you to "tunnel" in and out of your network securely.

The Microsoft Entra ID Proxy Connector requires Microsoft Windows 8.1, Windows Server 2012 R2, or later versions of Windows.

A video guide can be found here.

  1. Download the Azure Application Proxy Installer.

  2. Extract the contents of the downloaded .zip.

  3. Run the AppProxyInstaller.exe.

  4. Click Install and Configure.

    5. This starts with the Microsoft Entra ID Proxy Connector installer. Click Install.

6. You will be asked to sign in to your Microsoft Entra ID account.

7. Click Close when the Microsoft Entra ID Proxy Connector setup is complete.

8. You will be asked to sign in to your Microsoft Entra ID account again.

9. The installer will now populate with information for you to create your enterprise applications within Microsoft Entra ID.

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The Windows user you are currently logged in as will automatically activate the API within the system administrator and that email address will be used for the Azure ID for that user.


Set up the Native API

  1. Go to https://aad.portal.azure.com and sign in with the email address you've used in the installation.

  2. Select Enterprise applications.

  3. Select New application.

  4. Select On-premises application.

  5. Enter the details for the on-premises application.

    • Copy and paste the Native Name to the Name Field and Native Internal URL to the Internal URL field from the Microsoft Entra ID Proxy Connector installer

  6. Set Pre Authentication to Passthrough.

    Click Add to create the application.

Once this has been completed, you'll see an overview of the application you have just created.

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If you have gone through this process with an email address that is not admin@***.onmicrosoft.com, the API will not be automatically enabled. In System Administration on the API tab, the status will be set to PendingAuthorisation 

In this instance your Business Partner will have to contact Technical Support to enable your API registration with the following information:

  1. The site name

  2. The site URL

  3. The email address used during the setup

If you have issues finding any of these, contact Sage 200 technical support first. (Both site name and site URL can be found in Sage System Administration on the API tab.)

Once this has been enabled, you will receive an email confirming this has been done, and you can proceed to the next step.

If you need to set up the connection with a different administrator account, use Reconfigure to change the Microsoft 365 account the application is associated with.

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You must also enter the Microsoft 365 email address for each user account in Sage 200. See Set up user email addresses in Sage 200.


Set up user email addresses in Sage 200 UK

To give a user access to the Sage 200 API they will require a valid Sage ID. The currently logged-in user will also have Azure AD ticked and the Azure ID entered automatically in the API tab in System Administration.

A video guide can be found here.

Open System Administration.

  1. Select the Users list.

    Right-click the user and select Properties.

    Select the API tab.

    Enable Sage ID and enter the user's Sage ID email address (this is to be used to authenticate with when using the API).

    Ensure the Sage ID created in step 4 can log in successfully to the my.sage.co.uk web page - ensuring the MySage terms and conditions have been accepted before proceeding

You can now continue to the next page step.

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The user that set up the Azure tunnel will also have Azure AD ticked, and their Azure email address entered. There are no issues with having both options ticked. 


Test that the API has been successfully configured

Once you’ve set the API up and installed the Native API proxy installer you can test to see whether the API successfully returns any information.

We have an API Test tool for you to use to confirm whether you can successfully return sites. The download and instructions can now be found in this article.


Which version of Microsoft 365 is compatible for use with the Sage 200 UK API and how to check before onboarding

https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=200629132856622

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