Business Insights Dashboard checklist

Business Insights Dashboard allows executives to view company financial information from a web browser.

This article is a summary of the settings that need to be in place in order for the Business Insights Dashboard(BID) to work correctly. It may also be useful when troubleshooting a new install of BID. Consult the Internet Applications.pdf located at any machine that has Sage 500 application installed, under C:\Program Files (x86)\Sage Software\Sage MAS 500 Client\User Guides.

Install specific version of ASP.net and update IIS configuration at the root level to use this version of ASP.Net

  1. On the IIS server machine, log onto the machine as local administrator
  2. Open a command prompt with "Run as Administrator" elevated permissions
  3. Change directory to c:\windows\Microsoft.NET\Framework\v4.0.30319
  4. Type aspnet_regiis.exe -i and press enter
  5. The installation should complete with a message "Finishing installing ASP.NET (4.0.30319.0

Enable 32bit applications

  1. Launch Internet Information Services Manager (IIS Manager)
  2. Expand the server connection in the left side panel
  3. Click on Application Pools
  4. In the middle panel(Features View), click on DefaultAppPool
  5. From the Actions panel, click on Advanced Settings
  6. From the Advanced Settings screen, in the General Section, set the Enable 32-Bit Applications to True, click OK

Convert Business Insights Dashboard to Application

  1. Launch Internet Information Services Manager (IIS Manager)
  2. From the left side panel
    1. Expand the server connection
    2. Expand the Sites folder
    3. Expand Default Web Site
    4. Right click on BusinessInsightsDashboard and select Convert to Application
  3. Confirm connection strings

    1. Launch Internet Information Services Manager (IIS Manager)
    2. From the left side panel
      1. Expand the server connection
      2. Expand the Sites folder
      3. Expand Default Web Site
      4. Click on BusinessInsightsDashboard and then double click on the Connection Strings setting
    3. Confirm that the LocalSQLServer and Sage500App settings both have correct names of the SQL Server, database, login, and password set. Change as needed using the Edit option and Save
  4. Test connection

    1. Launch Internet Information Services Manager (IIS Manager)
    2. From the left side panel
      1. Expand the server connection
      2. Expand the Sites folder
      3. Expand Default Web Site
      4. Click on BusinessInsightsDashboard to select and in the Actions panel, click on Basic Settings
    3. Connect using an administrator user, by clicking the Connect as.. button, then select Specific User, click the Set.. button and enter the credentials. Click OK out of the screens and click the Test Settings button
  5. Test Browse to Business Insights Dashboard

    1. Launch Internet Information Services Manager (IIS Manager)
    2. From the left side panel
      1. Expand the server connection
      2. Expand the Sites folder
      3. Expand Default Web Site
      4. Right click on BusinessInsightsDashboard and select Manage Application, Browse and you should see a Business Insights Dashboard logon page

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