b1 od administratorguide

SAP Business One OnDemand Administrator’s Guide

© 2012 SAP AG. All rights reserved.

Release Family 8.8

Applicable Release: SAP Business One 8.82 PL03 and later

All Countries English February 2012

PUBLIC

SAP Business One OnDemand Administrator’s Guide 2


Table of Contents 1 Introduction ............................................................................................................................................ 4

1.1 Components Overview ................................................................................................................. 5 1.2 Glossary ....................................................................................................................................... 8

2 Prerequisites ........................................................................................................................................ 10 2.1 Installation Checklist ................................................................................................................... 10

3 Configuring the Server Landscape .................................................................................................... 11 3.1 Configuring Windows Time Server ............................................................................................. 11 3.2 Configuring the Domain Controller ............................................................................................. 11

3.2.1 Creating Domain Accounts ............................................................................................. 11 3.2.2 Configuring Registry Keys............................................................................................... 12

3.3 Configuring Database Instances ................................................................................................ 12 3.4 Installing Certificates .................................................................................................................. 12 3.5 Installing the License Server ...................................................................................................... 13 3.6 Installing Remote Support Platform ............................................................................................ 13 3.7 Configuring an Application Server Farm .................................................................................... 13

4 Installing SAP Business One OnDemand Components .................................................................. 15 4.1 Installing SAP Business One OnDemand Components ............................................................. 15 4.2 Creating Software Repositories .................................................................................................. 20 4.3 Creating Shared Folders ............................................................................................................ 21

4.3.1 Creating Database Backup Repositories ........................................................................ 21 4.3.2 Creating SAP Business One Shared Folders ................................................................. 21

4.4 Customizing the Web Access Portal .......................................................................................... 22 5 Managing Infrastructure Components ............................................................................................... 23

5.1 Adding OnDemand Operators .................................................................................................... 23 5.2 Registering Database Instances ................................................................................................ 25 5.3 Registering Software Repositories ............................................................................................. 26 5.4 Registering License Servers ...................................................................................................... 26 5.5 Registering Application Servers ................................................................................................. 28 5.6 Registering Shared Folders ........................................................................................................ 29

5.6.1 Registering SAP Business One Shared Folders ............................................................ 29 5.6.2 Registering Database Backup Repositories ................................................................... 30

5.7 Registering and Creating Common Databases .......................................................................... 30 5.7.1 Registering Common Databases .................................................................................... 30 5.7.2 Creating Common Databases ......................................................................................... 31

5.8 Registering Optional SAP Business One Components .............................................................. 32 5.8.1 Registering Integration Components .............................................................................. 33 5.8.2 Registering Mailer Services ............................................................................................ 34

6 Managing Application Components .................................................................................................. 35 6.1 Creating Service Units ................................................................................................................ 35 6.2 Creating Tenants ........................................................................................................................ 38



6.3 Creating Company Databases ................................................................................................... 42 6.4 Adding SAP Business One Users .............................................................................................. 43 6.5 Managing Licenses ..................................................................................................................... 46

6.5.1 Importing License Files ................................................................................................... 46 6.5.2 Assigning Licenses ......................................................................................................... 47 6.5.3 Viewing Imported License Files ...................................................................................... 47

7 Copyrights, Trademarks, and Disclaimers ........................................................................................ 49



1 Introduction The SAP Business One OnDemand Administrator’s Guide provides a central resource for the technical implementation of SAP Business One in an on-demand landscape.

Note For the latest information about installation and configuration issues that may not appear in this guide, see SAP Note 1671338.

The SAP Business One OnDemand Administrator’s Guide consists of the following main sections:

• Prerequisites This section outlines the prerequisite steps you must complete before you can proceed with the installation and configuration of SAP Business One OnDemand components.

• Configuring the Server Landscape This section provides instructions for preparing the server landscape. In addition to SAP Business One components, you are required to install and configure several third-party components to provide remote access to SAP Business One.

• Installing SAP Business One OnDemand Components This section provides instructions for installing and configuring SAP Business One OnDemand components, which include the following:

o System Landscape Directory (SLD) o OnDemand Control Center

• Managing Infrastructure Components This section assists you with using the OnDemand Control Center to register infrastructure components in the SLD. After completing the registration process, OnDemand Operators can use the OnDemand Control Center to manage infrastructure components and provision tenants.

• Managing Application Components This section provides instructions for creating service units and provisioning tenants. The activities include the following:

o Creating service units o Creating tenants o Creating company databases o Adding SAP Business One Users o Managing licenses

http://service.sap.com/sap/bc/bsp/spn/smb_searchnotes/display2.htm?note_langu=E&note_numm=1671338



1.1 Components Overview This section provides a description of the important components of an SAP Business One OnDemand landscape. An SAP Business One OnDemand landscape contains multiple physical or virtual machines. For the purposes of this document, it is not important whether a machine is physical or virtual.

Recommendation Use virtualization as this option offers numerous benefits, including performance improvements, easier manageability, and a lower total cost of ownership.

The following figure shows the typical architecture of an SAP Business One OnDemand landscape.

A typical installation scenario for an SAP Business One OnDemand landscape consists of the following components:

• Landscape Server The landscape server runs the following components, which assist you with managing an SAP Business One OnDemand landscape:

o System Landscape Directory The System Landscape Directory (SLD) is a central directory of all SAP Business One components. A database stores information about software components and their settings, how resources are grouped into service units, and registered tenants and users.

o OnDemand Control Center The OnDemand Control Center is a service that OnDemand Operators can use to manage an SAP Business One OnDemand landscape. You can register infrastructure components,



add users, and create service units and tenants. The OnDemand Control Center consists of the following main pages:

The Overview page summarizes the current status of all service units and their components.

The Infrastructure Management page contains a number of tabs for each of the components required to run SAP Business One. On each tab, you can register new components in the SLD, change a component’s configuration, and monitor the current status and usage.

The Application Management page enables you to group registered infrastructure components together into service units. After creating a productive service unit, you can assign the service unit to a new tenant, create the required company databases, and add SAP Business One Users.

• Service Unit A service unit is a collection of the software components, servers, and storage required to provide tenants with a full SAP Business One installation. Multiple tenants with the same requirements may share a single service unit. All SAP Business One components in a single service unit have the same version and add-ons. A service unit contains the following components:

o Database Instance A database instance runs Microsoft SQL Server and includes all company databases and common databases.

o Application Servers Application servers provide tenants with remote access to the SAP Business One client application.

o Shared Folders An SAP Business One OnDemand landscape requires the following shared folders for storing files:

SAP Business One Shared Folder A folder dedicated to a single tenant, in which attachments, images, and document templates required to use SAP Business One are stored.

Database Backup Repository A folder shared by all tenants in a single service unit that stores database backup files.

o Optional SAP Business One Components SAP Business One requires several additional components to provide extra functionality, such as the Mailer Service and Integration Component (B1i).

• Remote Desktop Services This document assumes that you use Microsoft Remote Desktop Services (RDS) to provide remote access to SAP Business One. However, you can substitute RDS with another remote access solution that satisfies the requirements of tenants. A typical RDS landscape includes the following components:

o Web Access Portal Web Access Portal is a web server that hosts a customized landing page where registered SAP Business One Users can enter their logon credentials to remotely access the SAP Business One client application.

o Remote Desktop Gateway A remote desktop gateway creates secure, encrypted connections across firewalls and network address translators. The remote desktop gateway enables users to connect to



remote machines in the network from any location, without the need for a virtual private network (VPN) connection.

o Connection Broker A connection broker is responsible for connecting users to virtual desktops on application servers with sufficient available capacity.

o RD Licensing Server An RD licensing server manages RDS client access licenses that are required for remote connections.

• Domain Controller The domain controller runs Active Directory and is responsible for the administration and security management of the entire network. The domain controller authenticates and authorizes domain users and resources, assigns and manages certificates, and enforces security policies.

• Software Repository The software repository is a shared folder accessible by all service units, containing SAP Business One installation packages, upgrade packages, and add-on installers.

• License Server The license server maintains user sessions and purchased licenses. A single license server can serve an entire on-demand landscape containing multiple service units.

• Remote Support Platform Remote Support Platform (RSP) proactively manages the installation and maintenance of SAP Business One. RSP remotely monitors the health of an SAP Business One installation and provides automated healing, backup support, and distribution of software patches.



1.2 Glossary Term Description Service Unit A collection of the software components, servers, and storage required to

provide tenants with a full SAP Business One installation. All SAP Business One components in a single service unit have the same version and add-ons.

Tenant A client organization that has purchased a subscription to remotely access SAP Business One for a pre-defined period of time, according to contractual conditions.

Application Server A server that provides tenants with remote access to the SAP Business One client application.

Application Server Farm

The collection of application servers that provide remote access to the SAP Business One client application for a single service unit.

System Landscape Directory (SLD)

A central directory of all SAP Business One components in an on-demand landscape. A service provides information about software components and their settings, how resources are grouped into service units, and registered tenants and users.

OnDemand Control Center

A service that OnDemand Operators can use to manage an SAP Business One OnDemand landscape. You can register infrastructure components, add users, and create service units and tenants.

OnDemand Operator An authorized OnDemand Control Center user responsible for managing an SAP Business One OnDemand landscape.

Web Access Portal A web site where users can enter their logon credentials to remotely access the SAP Business One application.

SAP Business One Shared Folder

A folder dedicated to a single tenant, in which attachments, images, and document templates required to use SAP Business One are stored.

Database Backup Repository

A folder shared by all tenants in a single service unit that stores database backup files.

Software Repository A shared folder accessible by all service units, containing SAP Business One installation packages, upgrade packages, and add-on installers.

Company Database A database that stores all business and transaction data. A single tenant may require several company databases.

Common Database A central database containing system data, update packages, and add-ons. Multiple tenants in the same service unit share a single common database.

SAP Business One User

A licensed SAP Business One user, who is a member of a tenant that has purchased a subscription to remotely access SAP Business One OnDemand.

Superuser An SAP Business One User with additional permissions. In SAP Business One, superusers can do the following:

• Access all windows and perform all functions • Limit the authorizations of users that are not superusers

Caution In an on-demand environment, you can assign superuser permissions only to OnDemand Operators.



Power User Power users can access the following windows in SAP Business One that are not available to regular users:

• License windows • Add-on windows • Query windows



2 Prerequisites • For information on hardware and software requirements, see the following:

o SAP Business One System Requirements, which you can find in the SAP Business One documentation resource center in SAP Channel Partner Portal at http://channel.sap.com/sbo/documentation.

o Platform requirements. You can find the information at http://channel.sap.com/sbo/platforms. • You have configured the required number of machines, which have Windows Server 2008 R2

installed. • You have installed Microsoft SQL Server 2008 R2 on the landscape server and database servers. • You have installed Microsoft .NET Framework 4.0 on the landscape server. • You have installed and configured Internet Information Services (IIS) on the landscape server. • If you are using Microsoft Remote Desktop Services, you have installed and configured Internet

Information Services (IIS) on the Web Access Portal server.

2.1 Installation Checklist To perform a correct and complete installation and provide remote access to SAP Business One, do the following:

1. Configure the server landscape a. Configure a Windows Time Server b. Configure the domain controller c. Configure database instances d. Install certificates e. Install the license server f. Configure the application server farm

2. Install SAP Business One OnDemand components a. Install the System Landscape Directory b. Install the OnDemand Control Center

3. Add OnDemand Operators 4. Register infrastructure components using the OnDemand Control Center 5. Create the required service units 6. Create tenants 7. Add SAP Business One Users

http://channel.sap.com/sbo/documentation

http://channel.sap.com/sbo/platforms



3 Configuring the Server Landscape This section provides instructions for configuring the server landscape in an on-demand environment. An SAP Business One OnDemand landscape contains multiple physical or virtual machines running Windows Server 2008 R2. In addition to SAP Business One components, you are required to install and configure several third-party components to provide remote access to SAP Business One. Configuring the server landscape consists of the following main steps:

• Configuring Windows Time Server • Configuring the Domain Controller • Configuring Database Instances • Installing Certificates • Installing the License Server • Installing Remote Support Platform • Configuring the Application Server Farm

3.1 Configuring Windows Time Server You must configure a Windows Time Server to ensure that all machines in an SAP Business One OnDemand landscape use a common time. If the time is not synchronized across all machines, errors will occur during authentication processes. For more information about configuring a Windows Time Server, see www.microsoft.com.

3.2 Configuring the Domain Controller The domain controller runs Active Directory and is responsible for the administration and security management of the entire network. The domain controller authenticates and authorizes domain users and resources, assigns and manages certificates, and enforces security policies.

Prerequisites • You have installed Windows Active Directory Service. For more information, see www.microsoft.com. • You have configured the server role services as Domain Controller. • You have created a new domain for the SAP Business One OnDemand landscape.

3.2.1 Creating Domain Accounts Complete the following steps to configure the required domain user accounts and groups:

1. In the Active Directory Users and Computers console, create a service account in the new domain named SAPServiceB1C.

2. Create the required domain user accounts for all OnDemand Operators and SAP Business One Users.

3. Create a domain group for each tenant and service unit. Each tenant group is a child group of its respective service unit group.

4. Add domain users to their respective tenant groups. 5. Enable personal folder roaming for all domain user accounts. 6. Use a group policy object to configure permissions.

http://www.microsoft.com/



3.2.2 Configuring Registry Keys Use a group policy object to configure registry key values for Hosting and SLDAddress on all machines. You must ensure all the required registry keys exist on all machines in HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\SAP\SAP Manage.

3.3 Configuring Database Instances A database instance runs Microsoft SQL Server and includes all company databases and common databases for a single service unit. Prerequisites You have installed Microsoft SQL Server 2008 R2 on all database servers. Procedure Complete the following steps to configure the required database instances:

1. Change the logon account for the SQL Server service to Network Service. 2. In Microsoft SQL Server Management Studio, grant sysadmin security privileges for each partner

domain group. 3. Deploy Windows Management Instrumentation (WMI). SLD uses WMI to facilitate the creation of

SAP Business One databases. For more information about deploying WMI, see www.microsoft.com.

Note On Windows Server 2008 R2, WMI suffers from a memory leak issue. To fix this problem, after deploying WMI, you must obtain and apply a supported hotfix from Microsoft. For more information about applying Windows hotfixes, see www.microsoft.com.

4. Enable the SQL Server Browser service: a. In Windows, choose Start → Control Panel → Administrative Tools → Services. b. Right-click SQL Server Browser and choose Properties. c. From the Startup type dropdown list, select Automatic.

5. Grant Microsoft SQL Server security privileges to OnDemand Operators: a. In Microsoft SQL Server Management Studio, add the corresponding domain groups or

domain user accounts for OnDemand Operators as SQL Server logins. b. For each account, set the server roles as public and sysadmin.

6. To grant local administrator privileges to the SAPServiceB1C account for each database instance, do the following:

a. In Windows, choose Start → Control Panel → Administrative Tools → Computer Management.

b. In the Computer Management window, expand Local Users and Groups → Groups. c. Right-click the Administrators group and choose Add to Group. d. In the Administrator’s Properties window, add the SAPServiceB1C account.

3.4 Installing Certificates The following certificates are required for an SAP Business One OnDemand landscape:

• Certificates for Remote Desktop Services Remote Desktop Services components require certificates for authentication. For more information, see www.microsoft.com.

http://www.microsoft.com/



• Certificates for the System Landscape Directory If you select Hypertext Transfer Protocol Secure (HTTPS) as the web protocol SLD uses for connections, a certificate is required for authentication. For more information, see Installing SAP Business One OnDemand Components.

You can acquire the necessary certificates using the following methods:

• Third-party Certificate Authority You can purchase certificates from a third-party global certificate authority that Microsoft Windows trusts by default.

• Certificate Authority Server You can configure a Certificate Authority (CA) server in the SAP Business One OnDemand landscape to issue certificates. If you choose this method, you must configure all servers in the landscape to trust the CA’s root certificate.

3.5 Installing the License Server A license server is a central component that manages the application license mechanism. Since the license server is compatible with all versions of SAP Business One, multiple service units can share a single license server. After completing the license server installation process, change the logon account for the corresponding Windows service to Network Service.

Note In order for the integration component and mailer service to function correctly in on-demand environments, in the SAP Business One License Manager, register any common databases and ensure you select the Use Trusted Connection checkbox.

For more information about installing and configuring a license server, see the SAP Business One Administrator’s Guide.

3.6 Installing Remote Support Platform You can optionally install Remote Support Platform for SAP Business One. After installing Remote Support Platform, change the logon account for the corresponding Windows service to the SAPServiceB1C account. For more information about installing Remote Support Platform, see the Administrator’s Guide to Remote Support Platform and Remote Support Platform Studio for SAP Business One.

3.7 Configuring an Application Server Farm An application server farm is a collection of application servers that provide remote access to the SAP Business One client application for a single service unit. The domain controller, connection broker, and gateway server facilitate connections to application servers.

Note This section assumes you are using Microsoft Remote Desktop Services to provide remote access to SAP Business One. If you are using a different remote access solution, you should refer to the appropriate third-party documentation.

Procedure Complete the following steps to configure the application server farm:

1. Install and configure Remote Desktop Services on the following machines: • Web Access Portal Server



Configure the server role services as Remote Desktop Gateway and Remote Desktop Web Access.

Note You must configure the Web Portal Server to use a certificate for authentication. For more information, see Installing Certificates.

• Connection Broker Configure the server role services as Remote Desktop Connection Broker.

• Application Servers Configure the server role services as Remote Desktop Session Host.

2. On the connection broker, add the application servers to the Session Broker Computers group. 3. On each application server, configure the server to participate in connection broker load-balancing

using the connection broker you previously configured. 4. Install the required version of the SAP Business One client application on each application server.

The client application must have the same version as the other SAP Business One components in the service unit. For more information about installing the SAP Business One client application, see the SAP Business One Administrator’s Guide.

Caution In on-demand environments, only SAP Business One 8.82 PL03 and later versions are supported.

Note During the installation process, you are required to enter the name of an RD Licensing Server. You must ensure that you enter the name of an RD Licensing Server that you configured in the RDS infrastructure.

5. Configure SAP Business One as a RemoteApp: a. On the connection broker, add the application server farm as a RemoteApp source.

Caution Ensure you do not enter the name of each application server in the application server farm as a RemoteApp source, otherwise users see multiple instances of RemoteApp icons.

b. On each application server, do the following: • Use the RemoteApp wizard to configure SAP Business One as a RemoteApp. • Specify the tenant domain groups for which you want to enable connections to SAP

Business One. 6. [Optional] Configure mobile device access:

a. Use an account with superuser privileges to log on to SAP Business One. b. From the SAP Business One Main Menu, choose Administration → License → License

Administration. Assign B1i licenses to users for whom you want to enable mobile device access.

c. From the SAP Business One Main Menu, choose Administration → Setup → General → Users.

d. In the Users – Setup window, do the following on behalf of each user for whom you want to enable mobile device access:

i. Select the Mobile User checkbox. ii. Specify values for the Mobile Phone and Mobile Device ID fields.

For more information, see Setting Up the Mobile Scenario in Integration Component in the …\Documentation\B1 Integration Component folder.



4 Installing SAP Business One OnDemand Components

Depending on the solution you use to provide remote access to the SAP Business One application, there are different installation and configuration scenarios. The following steps are mandatory:

• Installing the System Landscape Directory and the OnDemand Control Center • Creating the Software Repository • Creating Shared Folders

The following steps are optional and only apply if you are using Microsoft Remote Desktop Services to provide remote access to SAP Business One:

• Installing SAP Web Access Portal • Customizing the Web Access Portal

4.1 Installing SAP Business One OnDemand Components

Depending on the required configuration, you can decide which components to install. The SAP Business One OnDemand components include:

• System Landscape Directory (SLD) – Installs a service that provides information about landscape components and their settings and the accompanying database. This component is mandatory.

• OnDemand Control Center – Installs a service that you can use to manage an SAP Business One OnDemand landscape. This component is mandatory.

• SAP Web Access Portal – Installs template files that you can use to help create your own customized Web Access Portal. This component is optional. For more information, see Customizing the Web Access Portal.

Note You should install the SAP Web Access Portal only if you plan to use Microsoft Remote Desktop Services to provide remote access to the SAP Business One application.

Prerequisites • You have installed Microsoft SQL Server 2008 R2 on the Landscape Server. • The machine you want to use to access the OnDemand Control Center has Mozilla Firefox 7 or later

installed. • You have installed and configured Internet Information Services (IIS) and installed Microsoft .NET

Framework 4.0 on the Landscape Server.

Caution If you do not have Microsoft .NET Framework 4.0 installed on the Landscape Server, it is installed as part of the installation process.

• If you are using Microsoft Remote Desktop Services, you have installed and configured Internet Information Services (IIS) on the Web Access Portal server.

Procedure 1. Navigate to the root folder of the RSP installation package. Open the B1OD folder, right-click the

B1OD.exe file, and choose Run as administrator.



In the Business One OnDemand – InstallShield Wizard window that appears, choose Next.

2. In the Setup Type window, select the radio button of the setup types you want to install.

3. In the Web Protocol window, select the radio button of the web protocol you want SLD to use for

connections.

Recommendation For security reasons, select the Hypertext Transfer Protocol Secure (HTTPS) option. If you choose this option, a certificate is required for authentication. For more information, see Installing Certificates.



4. In the OnDemand Control Center Site Configuration window, enter the site name and TCP/IP port

number for the OnDemand Control Center.

5. If you selected the Hypertext Transfer Protocol Secure (HTTPS) option as the web protocol SLD

uses for connections, the Web Server Certificate window appears. In the Web Server Certificate window, enter a valid certificate store and locate a certificate file for Microsoft Information Services (IIS).



6. In the Microsoft Internet Information Services Configuration window, specify the following logon

credentials for the OnDemand Control Center application pool: • Domain Name – Enter the domain name of the SAP Business One OnDemand landscape. • User Name – Enter the user name for an existing domain account that has local

administrative permissions and is the sysadmin role on the database server. • Password – Specify the password for the domain account.



7. In the System Landscape Directory Database Configuration window, specify the database server and database name in which you want the SLD to store data.

8. If trusted authentication fails, the System Landscape Directory Database Logon window appears.

In the System Landscape Directory Database Logon window, specify your database server logon credentials.



9. In the OnDemand Control Center Default Account Configuration window, enter the user name of the domain account you want to use as the default account for accessing the OnDemand Control Center.

10. In the Ready to Install Components window, do the following:

• To install the selected components, choose the Install button. • To change the settings, choose the Back button to return to the previous steps.

11. In the Complete window, choose the Finish button.

4.2 Creating Software Repositories The software repository is a shared folder accessible by all service units, containing SAP Business One installation packages, upgrade packages, and add-ons that you want to provide. Complete the following steps to create a software repository:

1. Create a Windows shared folder for each major release of SAP Business One that you want to provide. Keep a record of the full UNC path to each folder, as you are required to enter these in the OnDemand Control Center during the registration process.

2. For each folder, assign read, write, and execute permissions to the SAPServiceB1C account.



3. Extract the contents of the required SAP Business One upgrade packages to each folder. The following figure shows the required directory structure.

4.3 Creating Shared Folders An SAP Business One OnDemand landscape requires the following shared folders for storing files:

• Database Backup Repository A folder shared by all tenants in a single service unit that stores database backup files. The number of Database Backup Repositories in an SAP Business One OnDemand landscape is equal to the number of service units.

• SAP Business One Shared Folder A folder dedicated to a single tenant, in which attachments, images, and document templates required to use SAP Business One are stored. The number of SAP Business One Shared Folders in an SAP Business One OnDemand landscape is equal to the number of tenants.

4.3.1 Creating Database Backup Repositories Complete the following steps to create a database backup folder:

1. Create a Windows shared folder named Database Backup for each service unit. Keep a record of the full UNC path to each folder, as you are required to enter these in the OnDemand Control Center during the registration process.

2. For each shared folder, assign read and write permissions to the following: • The SAPServiceB1C account. • All database instances in the corresponding service unit.

4.3.2 Creating SAP Business One Shared Folders To create an SAP Business One Shared Folder for each tenant, complete the following steps:

1. Create a Windows shared folder for each tenant. Keep a record of the full UNC path to each folder, as you are required to enter these in the OnDemand Control Center during the registration process.

2. For each folder, assign read and write permissions to the following: • The SAPServiceB1C account.

• The corresponding tenant’s domain group. For more information about domain groups, see Creating Domain Accounts.



4.4 Customizing the Web Access Portal The Web Access Portal is a landing page on which users can enter their logon credentials to remotely access the SAP Business One application. SAP provides a template Web Access Portal. However, before you can provide tenants with access to SAP Business One you must provide your own customized Web Access Portal. For more information about customizing the web access portal, see www.microsoft.com. Prerequisites

• You have installed and configured Internet Information Services (IIS) on the Web Access Portal server.

• You have installed SAP Web Access Portal. For more information, see Installing SAP Business One OnDemand Components.

Procedure Complete the following steps to configure the Web Access Portal:

1. Configure IIS so that users can log on without entering the domain: a. In Windows, choose Start → Administrative Tools → Server Manager. b. In the Console Tree, expand Roles → Web Server (IIS) → Internet Information Services (IIS)

Manager. c. In the Application Pools area, right-click RDWebAccess and choose Advanced Settings. d. In the Advanced Settings window, do the following:

i. In the Process Model list, select Identity and choose the button. ii. In the Application Pool Identity window, select the Custom account radio button. iii. Choose the Set button.

The Set Credentials window appears.

iv. In the User name field, enter the domain name of the service account (SAPServiceB1C).

v. Enter the password for this domain account. vi. Choose the OK button.

2. Replace the provided template files with your customized files. You can include any number of files and are not restricted to only replacing the provided template files.

Caution You must create your own Web Access Portal site. SAP does not grant permission for public use of the provided template files.



5 Managing Infrastructure Components

This section describes how to use the OnDemand Control Center to register the components you previously configured in the System Landscape Directory (SLD). Once components are registered, you can use the OnDemand Control Center to group components into service units to provide tenants with access to SAP Business One. To access the OnDemand Control Center, in a web browser, enter the machine name or IP address of the Landscape Server on which you have installed the SAP Business One OnDemand components.

Example https://landscapeservername/

On the Infrastructure Management page, register the following components:

• Database Instances • Software Repositories • License Servers • Application Servers • Shared Folders • Integration Components • Mailer Services

When registering these components, you can register multiple components of the same type in the corresponding window one after the other. After completing the registration process, you can create common databases. Alternatively, if you have already created a common database, you can register existing databases. This section also provides instructions for adding OnDemand Operators.

Caution In order to register components in the OnDemand Control Center, you must first configure the server landscape. For more information, see Configuring the Server Landscape.

5.1 Adding OnDemand Operators To provide access to the OnDemand Control Center, you must add an OnDemand Operator account for each user. After adding an OnDemand Operator, you can add an SAP Business One User account with superuser permissions for this user. For more information about adding user accounts, see Adding SAP Business One Users.

Prerequisites You have configured windows domain user accounts for the users that you want to add as OnDemand Operators. For more information, see Creating Domain Accounts.



Procedure Complete the following steps to add an OnDemand Operator:

1. On the Operator tab, choose the New button. The Add Operator window appears.

2. Enter a valid domain user name for the user you want to add. 3. To verify that the domain user name you entered exists, choose the Check Names button. 4. From the Status dropdown list, select a status for this user. The following table gives an overview of

the possible values.

Status Description Active The user can log on to the OnDemand Control Center and has

full access to all functionality. Inactive The user cannot log on to the OnDemand Control Center. You

can set a user’s status to Active later.

5. Choose the Add button.



5.2 Registering Database Instances Complete the following steps to register a Microsoft SQL Server instance:

1. On the Database Instance tab, choose the Register button. The Database Instance Registration window appears.

2. In the Database Instance Registration window, specify the following:

• Name – Enter the database instance you want to register, or select a database instance from the dropdown list.

• Description – Enter an optional description for this database instance. 3. To verify the database instance exists and is available, choose the Test Connection button. 4. To complete the registration process, choose the Register button.



5.3 Registering Software Repositories Complete the following steps to register a software repository:

1. On the Software Repository tab, choose the Register button. The Software Repository Registration window appears.

2. In the Upgrade Package Path field, enter the full path to a folder corresponding to a major release of

SAP Business One. For more information, see Creating Software Repositories. 3. To complete the registration process, choose the Register button.

5.4 Registering License Servers Prerequisites The license manager is running. For more information about the license manager, see the SAP Business One Administrator’s Guide.



Procedure Complete the following steps to register an SAP Business One License Server:

1. On the License Server tab, choose the Register button. The License Server Registration window appears.

2. In the License Server Registration window, specify the following:

• Name – Enter a name for this license server. • Server – Enter the full UNC path or IP address of the license server. • Port – Enter the port number that you previously configured this license server to use.

Note The port number is set by default to 30000.

• Site Password – Enter the password for the B1SiteUser account.

Note The site user name is set by default to B1SiteUser.

• Description – Enter an optional description for this license server. 3. To verify the license server exists and is available, choose the Test Connection button. 4. To complete the registration process, choose the Register button.



5.5 Registering Application Servers Complete the following steps to register an application server:

1. On the Application Server tab, choose the Register button. The Application Server Registration window appears.

2. In the Application Server Registration window, specify the following:

• Name – Enter a name for this application server. • Server – Enter the full UNC path or IP address of the application server. • Description – Enter an optional description for this application server.

3. To complete the registration process, choose the Register button.



5.6 Registering Shared Folders You can register both SAP Business One shared folders and database backup repositories.

5.6.1 Registering SAP Business One Shared Folders Complete the following steps to register an SAP Business One shared folder:

1. On the Shared Folders tab, select Business One Shared Folder from the dropdown list. Choose the Register button. The SAP Business One Shared Folder Registration window appears.

2. In the SAP Business One Shared Folder Registration window, specify the following:

a. Path – Enter the full UNC path to the shared folder that you want to register. b. Description – Enter an optional description for this shared folder.




5.6.2 Registering Database Backup Repositories Complete the following steps to register a database backup repository:

1. On the Shared Folders tab, select Database Backup Repository from the dropdown list. Choose the Register button. The Database Backup Repository Registration window appears.

2. In the Database Backup Repository Registration window, specify the following:

a. Path – Enter the full UNC path to the repository that you want to register. b. Description – Enter an optional description for this repository.


5.7 Registering and Creating Common Databases

A common database is a central database containing system data, client application update packages, and add-on installers. Multiple tenants in the same service unit share a single common database. You can create new common databases in the OnDemand Control Center or register existing common databases.

5.7.1 Registering Common Databases Prerequisites You have created a common database.



Procedure Complete the following steps to register a common database:

1. On the Common Database tab, choose the Register button. The Common Database Registration window appears.

2. In the Common Database Registration window, specify the following:

• Database Instance – Select the corresponding database instance from the dropdown list. • Version – Select the corresponding version of SAP Business One from the dropdown list. • Description – Enter an optional description for this server instance.

Note The name is set by default to SBO-COMMON.

3. To complete the registration process, choose the Register button. 4. Repeat the previous steps to register additional common databases.

Choose the Close button.

5.7.2 Creating Common Databases Prerequisites You have registered the corresponding database instance for the common database that you want to create. Procedure Complete the following steps to create a common database:

1. On the Common Database tab, choose the Create button. The Common Database Creation window appears.



2. In the Common Database Creation window, specify the following:

• Database Instance – Select the corresponding database instance from the dropdown list. • Version – Select the corresponding version of SAP Business One from the dropdown list. • Description – Enter an optional description for this server instance.

Note The name is set by default to SBO-COMMON.

3. To complete the creation process, choose the Create button. 4. Repeat the previous steps to create additional common databases.

Choose the Close button.

5.8 Registering Optional SAP Business One Components

You can install and register the following optional SAP Business One components:

• Integration Component (B1i) This component enables you to use dashboards, work with mobile devices, and integrate with third-party services. Each service unit requires a dedicated B1i instance.

• Mailer Service This component enables you to send e-mail and fax messages from SAP Business One. Each service unit requires a dedicated mailer instance.

For more information about installing and configuring the integration component and mailer service for SAP Business One, see the SAP Business One Administrator’s Guide.

Recommendation Install the integration component and mailer service to provide users with full SAP Business One functionality and mobile device access. You should install the integration component on the same server as the database instance that contains common databases.



5.8.1 Registering Integration Components Prerequisites

• You have created a common database. • You have changed the logon account for the corresponding Windows services to Network

Service. • You have installed the latest version of DI API. For more information, see Installation Guide for SAP

Business One DI API. Procedure Complete the following steps to register an Integration Component (B1i):

1. Install and configure the integration component. 2. On the Integration Component tab, choose the Register button.

The Integration Component Registration window appears.

3. In the Integration Component Registration window, specify the following:

• Name – Enter a name for this integration component. • Path – Enter the URL of the integration component.

Example https://servername/B1iXcellerator/dummy

• Server – Enter the name or IP address of the server on which integration component is installed.

• Description – Enter an optional description for this integration component. 4. To complete the registration process, choose the Register button.



5.8.2 Registering Mailer Services Prerequisites

• You have created a common database. • You have changed the logon account for the corresponding Windows services to Network

Service. Procedure Complete the following steps to register a Mailer service:

1. Install and configure the mailer service. 2. On the Mailer tab, choose the Register button.

The Mailer Service Registration window appears.

3. In the Mailer Service Registration window, specify the following:

• Name – Enter a name for this mailer service. • Server – Enter the full UNC path or IP address. • Port – Enter the port number.

Note The port number is set by default to 25.

• Description – Enter an optional description for this mailer service. 4. To complete the registration process, choose the Register button.



6 Managing Application Components After you use the OnDemand Control Center to register infrastructure components in the SLD, the Application Management page enables you to group registered components together into service units. Depending on your requirements, you can create productive, demo, and testing service units. After creating a productive service unit, you can perform the following tasks:

• Create tenants • Create company databases • Add SAP Business One Users to a tenant • Assign and manage licenses

6.1 Creating Service Units A service unit is a collection of the software components, servers, and storage required to provide tenants with a full SAP Business One installation. All SAP Business One components in a single service unit have the same version and add-ons. Multiple tenants, who have the same requirements, may share a single service unit. Prerequisites You have configured the following components and registered them in the SLD using OnDemand Control Center:

• Database Instance • Software Repository • License Server • Application Server • Database Backup Repository • (Optional) Integration Component • (Optional) Mailer

Procedure Complete the following steps to create a service unit:

1. To run the service unit creation wizard, on the Service Unit tab, choose the New button. 2. In the Basic Settings window, specify the following:

• Service Unit Name – Enter a unique name of up to 128 characters for this service unit. • Version – From the dropdown list, select the version of SAP Business One that you want to

run.



• Type – From the dropdown list, select the type of service unit you want to create. The following table provides an overview of the possible types.

Type Description Productive Tenants can use this service unit to access SAP Business

One and perform business operations. Demo Potential customers can use this service unit to try SAP

Business One before purchasing subscriptions. Testing OnDemand Operators can use this service unit to test new

functionality and software versions before customer deployment.

• Description – Enter an optional description for this service unit.

3. In the Infrastructure Components window, specify the following:

• License Server – From the dropdown list, select a license server that is compatible with the service unit.

• Database Instance – From the dropdown list, select an available database instance. • Database Backup Repository – From the dropdown list, select a location to backup data. • Integration Component – From the dropdown list, select a B1i instance. • Mailer Service– From the dropdown list, select a mailer service.

Note If you select a database instance that already contains a common database, the system automatically populates the Common Database field. If you select a database instance that does not yet contain a common database, the wizard creates a new common database for the selected database instance.



4. In the Application Servers window, select one or more checkboxes that correspond to the application

servers you want to use.

5. In the Review window, review the settings you have made:

• To create the service unit, choose the Next button. • To change the settings, choose the Back button to return to the previous steps.

6. The Process/Finish window displays an overview of the main results of the creation process. To complete the process, choose the Finish button.



6.2 Creating Tenants A tenant is a client organization that has purchased a subscription to remotely access SAP Business One for a pre-defined period of time, according to contractual conditions. Multiple tenants may share a single service unit, with tenants’ data and configuration partitioned across multiple company databases and file repositories. Each tenant has a dedicated SAP Business One Shared Folder. Prerequisites

• You have created a service unit with the version of SAP Business One that the tenant wants to run. • You have created an SAP Business One Shared Folder for the tenant. • You have obtained a valid SAP Business One license file. For more information, see Importing

License Files. Procedure

Complete the following steps to create a tenant:

1. On the Tenant tab, choose the New button to run the tenant creation wizard. 2. In the Select Service Unit window, select the service unit in which you want to create a tenant.

3. In the Customer Profile window, specify the following:

• Customer Name – Enter the name of the customer. • Contact Information – Specify the customer's contact information. • Description – Enter an optional description for this customer.



4. In the License Import window, select a valid license file from the list.

Alternatively, to import a new license file, do the following:

a. Choose the Browse button. b. In the File Upload window, locate the license file you want to use and choose the Open

button. c. Choose the Import button to import the license file.



5. In the Company Database window, select a company database for this tenant.

Note To add a new company database, choose the New button and follow the steps to complete the company database creation wizard. For more information, see Creating Company Databases.

6. In the Add Users and Assign Licenses window, choose the Add button to optionally add SAP

Business One Users to the tenant. After adding a user, select the license you want to assign to this user from the list. For more information about adding users, see Adding SAP Business One Users.

Recommendation You should add at least one SAP Business One User with superuser permissions to the tenant. After you complete the tenant creation process, this user can remotely access the SAP Business One client application and configure settings.



7. In the Business One Shared Folder window, select an available shared folder from the dropdown list.

• To register the tenant, choose the Next button. • To change the settings, choose the Back button to return to the previous steps.

8. The Process/Finish window displays an overview of the main results of the tenant creation process.

To complete the process, choose the Finish button.



6.3 Creating Company Databases After creating a tenant, you can create the SAP Business One company databases required by this tenant. A company database stores all business and transaction data. A single tenant may require multiple company databases. Complete the following steps to create a new company database:

1. On the Tenant tab, select the tenant for which you want to create a new company database. 2. On the Company Database tab in the Tenant Details area, choose the New button to run the

company database creation wizard. 3. In the Company Information window, specify the following:

Field Description Database Instance The system automatically enters the database instance in the service

unit to which this tenant is assigned. Company Name Enter the name of the company. This name appears:

• At the top of the SAP Business One Main Menu • In reports and on printed documents

Database Type Select one of the following options:

• Productive – Tenants can use this database to store company information and perform business operations.

• Demo – Potential customers can use this database to try SAP Business One before purchasing subscriptions.

• Testing – OnDemand Operators can use this database to test new functionality and software versions before customer deployment.

Local Settings From the dropdown list, select the required country. Your selection determines accounting related parameters, such as tax definitions, tax reports, available chart of accounts templates, and availability of country-specific features.

Chart of Accounts From the dropdown list, select the required chart of accounts template. The available options are derived from the country selected in the Localization field. These options represent common chart of accounts structures in the selected country.

Description Enter an optional description for this company database.



4. In the Posting Period window, specify the following:

Field Description Period Code Specify a code of up to 20 characters for the posting period. Period Name Specify a name of up to 20 characters for the posting period. Period Sub Type This setting determines the number of additional posting periods that SAP

Business One creates automatically. Select one of the following options:

• Year – Choose this option to manage a single period during a fiscal year. SAP Business One will not create additional posting periods automatically when you choose this option.

• Quarters – Choose this option to manage four posting periods during a fiscal year. When you choose Quarters, the number 4 is entered automatically in the No. of Periods field and SAP Business One creates four new posting periods respectively.

• Months – Choose this option to manage twelve posting periods during a fiscal year. When you choose Months, the number 12 is entered automatically in the No. of Periods field and SAP Business One creates 12 new posting periods respectively.

• Days – When you choose this option, the No. of Periods field becomes active. Enter the number of required posting periods. SAP Business One will then create the respective periods. For example, if you need to manage one posting period per week, enter 52 in the No. of Periods field. SAP Business One creates fifty-two periods; one for each week.

When you select an entry that consists of more than one posting period, the value entered in the Period Code field is used as the base code for creating the codes of the additional posting periods. For example, if 2006 is entered as the Period Code and the value Quarters is selected in the Sub-Periods field, the codes of the four new posting periods would be 2006-1, 2006-2, and so on.

Number of Periods Displays the number of posting periods according to the option selected in the Sub-Periods field. This field is active only when Days is chosen in the Sub-Periods field.

Period Posting Date Specify the posting date range for the new period.

• To create the company database, choose the Next button. • To change the settings, choose the Back button to return to the previous steps.

5. The Process/Finish window displays an overview of the main results of the company database creation process. To complete the process, choose the Finish button.

6.4 Adding SAP Business One Users To provide access to SAP Business One, you must add SAP Business One Users to a tenant and assign a valid license. You can add a single user to only one tenant. If you add a user who is already assigned to an existing tenant to a new tenant, this user is automatically removed from the previous tenant. After adding SAP Business One Users, in the SAP Business One client application, you can assign power user permissions to as required.



Power users can access the following windows in SAP Business One that are not available to regular users: • License windows • Add-on windows • Query windows

Note Only superusers can add and delete users and assign power user permissions in the SAP Business One application. In an SAP Business One OnDemand environment, you cannot assign superuser permissions in the SAP Business One client application. To assign superuser permissions, use the OnDemand Control Center.

Prerequisites • You have created a tenant. • You have configured windows domain user accounts for the users that you want to add. For more

information, see Creating Domain Accounts. Procedure Complete the following steps to add SAP Business One Users:

1. On the Application Management page, select the Tenant tab. 2. On the User Management tab in the Tenant Details area, choose the New button.

The Assign License window appears.

3. In the Assign License window, choose the Add User button.

The Add User window appears.



4. In the Add User window, enter the domain user name for the SAP Business One User you want to

add. To verify the domain account exists, choose the Check Names button.

5. If the domain account exists, specify the following: • Status – From the dropdown list, select the status of this user. The following table gives an

overview of the possible values.

Status Description Active The user can log on to SAP Business One. Inactive The user cannot log on to SAP Business One. You can change a

user’s status to Active later.

• SAP Business One User Code – Enter the SAP Business One user code. This is a unique code of up to 8 characters with which a user logs on to the SAP Business One client application. The code is case sensitive and, once saved, cannot be changed.

• Superuser – Select this checkbox to assign superuser permissions to this user. In SAP Business One, superusers can do the following:

o Access all windows and perform all functions o Limit the authorizations of users that are not superusers

Caution You can only assign superuser permissions to OnDemand Operators, to allow them to configure SAP Business One company databases on behalf of customers.

6. Choose the Add button.

Note After adding an SAP Business One User, you must assign a valid license in order for the user to access SAP Business One. For more information about assigning licenses, see Assigning Licenses.



7. Repeat the previous steps to add additional users. Choose the Close button.

6.5 Managing Licenses SAP Business One is based on a named user licensing model, in which each license is granted to a specific user name. A named user is an employee of a customer, a subsidiary, or a third party business, who is authorized to access, directly or indirectly, the licensed SAP Business One software. To provide access to the SAP Business One application, in the OnDemand Control Center, you are required to install license files generated by SAP on request, which contain the licenses you have purchased plus other relevant information. For more information about licenses, see the SAP Business One License Guide.

6.5.1 Importing License Files Complete the following steps to import a license file:

1. On the Application Management page, select the Tenant tab. 2. On the License Management tab in the Tenant Details area, choose the Import License button.

The License Import window appears.

3. In the License Import window, choose the Browse button.

In the File Upload window, locate the relevant license file. Choose the Open button.

4. To import the license file, choose the Import button.

Note If you import a new license file with the same installation number as a license file that is already imported, the system overwrites the previous file. However, you are not required to reassign individual licenses to users.



In the License Import window, choose the icon to view detailed information about the license file you imported, including the licenses contained in the license file and the available number of licenses.

6.5.2 Assigning Licenses After adding an SAP Business One User, you must assign a valid license in order for the user to access SAP Business One. Complete the following steps to assign a license to an SAP Business One User:

1. On the Application Management page, select the Tenant tab. 2. On the User Management tab in the Tenant Details area, choose the New button.

The Assign License window appears.

3. In the Assign License window, select the user to whom you want to assign a license. 4. Select the checkbox that corresponds to the type of license you want to assign. The Available

column displays the number of remaining licenses available. 5. Repeat the previous steps to assign licenses to additional users.

Choose the Finish button.

6.5.3 Viewing Imported License Files In the OnDemand Control Center, you can view detailed information about imported license files, including the license types, expiration dates, and available number of licenses. Complete the following steps to view detailed information about a license file:

1. On the Infrastructure Management page, select the License Server tab. 2. On the License Files tab in the Selected License Server Details area, select the license file for which

you want to view information.



3. Choose the View License File button. The License File window appears.



7 Copyrights, Trademarks, and Disclaimers

© 2012 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Solaris and Java Runtime Environment, or JRE, are registered trademarks of Oracle. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

b1 od administratorguide

Documents

registering sap business

optional sap business

sap ag

registering database

ondemand components

registering license

registering mailer services

shared folders