SAP Business One 2007A

(Nasir Gondal)
Installation Step by Step

In this guide we try to explore SBO. We used virtual machine

for installation, the host OS was Windows 7 (64 bit) and
guest OS Server 2008 R2 (64 bit). This guide will explain the
installation of virtual machine, installation of SBO,
installation of SQL server, SBO client and the post
installation tasks.

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 Table of Contents

1 Virtual Machine Installation 3

o Step by step

2 SBO Installation prerequisites 15

o Minimum requirements
o Site preparation
o Required Software

3 SAP Business One 2007A Server Installation 17

o MS SQL server
o Default Add on

4 SBO Client Installation 29

5 Post Installation Tasks 34

o Backup configuration
o EWA configuration
o Integration Service Configuration
o Event Sender Service Configuration
o DI Server
o License Installation

6 Company Setup 46

7 Common Problems 51
o Default Language

8 References 52

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VIRTUAL MACHINE:
It’s a good option if you don’t want to mess-up your computer or acquire a dedicated
machine to run your application. The following are most popular virtual machines.
 Oracle Virtual box
http://www.virtualbox.org/wiki/Downloads
 MS Virtual PC
http://www.microsoft.com/windows/virtual-pc/download.aspx
 VM-Player
http://downloads.vmware.com/d/info/desktop_downloads/vmware_player/3_0

I will discuss Virtual box here and will illustrate the installation step by step.

The latest release from Oracle Corp: is VirtualBox 4.0.4 (for different hosts like
Windows, Linux, Solaris and OS X - Mac)

It’s totally free and you can download it from:-

http://www.virtualbox.org/wiki/Downloads (Size: 77.2MB)

Let’s perform a step by step installation.

1. Double click on “VirtualBox-4.0.4-70112-Win.Exe”, you will see the Welcome

message. Press NEXT and go to step # 2

2. You need 116Mb of

free space and a
minimum 2GB of
RAM to run this
application.

You can choose the installation location and customise the components. As
shown in this screen (this is the default configuration)

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If you want to customise the standard settings, go ahead and make changes but if
you are pretty much agree with defaults - press NEXT and proceed to step # 3

3. Asking to create shortcuts for you – change as you like and press NEXT for
step # 4

4. Warning message for

the network interface –
This step will inform
you that the network
connection will be
temporarily
disconnected. Press
YES and proceed to
Step # 5

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 5. Ready to install
message – press
INSTALL to begin the
installation

Oracle Corp: serial bus driver installation dialog. Press INSTALL to proceed

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 6. Final step and the last screen. Press FINISH to finalise the VirtualBox
installation on your computer.

CONFIGURING THE MACHINE:

Double click on VirtualBox shortcut to load the VirtualBox

manager

In VirtualBox, click on NEW – the new machine setup wizard will be launched and
guide you through the steps.

The first step is to choose the Guest OS. VirtualBox offers a comprehensive list of
Operating Systems, we have to choose one from the drop down list:

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 o Microsoft Windows
o Linux
o BSD (Unix)
o Solaris
o IBM OS/2
o Mac OS X
o Other

In our case – I am going to install Server 2008 64bit so select the Vendor Name and
OS Version from the drop down list. Provide a name for this machine, in my case –
“Server 2008 for SBO”

The next step is to

select the amount of
dedicated RAM for
the proposed
machine. It all
depends on your
available physical
RAM in the host
machine.

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VirtualBox will make a virtual disk to use with your machine. You can create a new
disk or can use an existing one – remember to mark it bootable because it’s your
primary hard drive in the machine.

Press NEXT to proceed

Welcome message from the virtual disk creation wizard.

Choose the hard drive type – Dynamic / expandable or fixed-size storage. The
Dynamic disk is created with minimum blocks of actual hard drive and expands in
size with use. Fixed-size occupies the whole block at once to maximum limits.

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Label your virtual drive and choose a path to save your V-Drive and you can
customise your drive size.

Final summary of your proposed virtual disk. In the summary view, you can see the
drive type, size and path. Press FINISH to create the virtual drive.

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The next step is summary of the virtual machine – It shows the machine name, OS
type, base memory and drive size.

Again press FINISH to create the machine – it will take couple of minutes to make
the Machine ready (speed depends on the host Processor and RAM).

The VirtualBox manager always shows you a list of available machines and when
you scroll down to a specific machine, it shows you the configuration of the machine.
You can also can change your machine configuration any time. It’s simple and easy
– chose your machine and click on the Settings option from the main menu.

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A beautiful feature of VirtualBox is that you can create identical machines in no time.
It's simple and easy - Go to FILE and then Export Appliance Wizard. Follow the
prompts to make an export package. In the same way you can import applications to
make a new machine.

To change the configuration of an existing machine, select the machine from the list
of available machines. Press setting button and you will see the configuration menu

I am just dumping few screen shorts. They all are pretty much self explanatory and
for complete documentation you can refer to the VirtualBox documentation, which is
installed on your computer or go to http://www.virtualbox.org/wiki/TracGuide

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What is SBO
The SAP Business One application is an affordable, comprehensive solution
that provides functionality for every core process you need to run your entire
business. SAP Business One supports Sales, Customer Relationship
Management (CRM), Purchasing, Inventory, Operations, Financials, and
Human Resources without the need for separate installations and the
complex integration of multiple modules.
This is specifically designed for small businesses, SAP® Business One is a
single, affordable application for managing your entire business with greater
clarity, including financials, sales, customer relationships, and operations. It
helps to streamline your end-to-end operations, gain instant access to
complete information, and accelerate profitable growth.

Business Challenges:
 Find time to focus on growing your business
 Access the right information to make key decisions
 Build and maintain closer customer relationships
 Minimize duplicate data entries, errors, and delays
 Optimize cash flow for business needs

Key Features:
 Accounting and Financials – Manage your General Ledger, Journals,
Budgets, and Accounts Receivables and Payables
 Sales and Customer Relationship Management – Manage the entire
sales process from first contact to closing the sale and from customer
data management to after sales support
 Purchasing and Operations – Control the entire procurement process
 Inventory and Distribution – Manage inventory across multiple
warehouses and locations, and track and record stock movements
 Reporting and Administration – Create, manage, and distribute reports
that help foster clarity in your business

Business Benefits:
 Spend more time growing your business using newly streamlined
operations instead of reacting to the details of day-to-day tasks
 Respond quickly to customer needs by instantly accessing the
information necessary to make confident business decisions
 Eliminate redundant data entry and errors with a single, integrated
system that improves process efficiency, minimizes costs and delays,
and strengthens your bottom line
 Form closer customer relationships via centralized information that
makes it easier to manage customer communication and sales
contracts
 Lower your technology costs and achieve faster time to value by using
a system that can be implemented quickly, is uncomplicated to
maintain, and minimizes end-user training

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Machine requirements and supported Operating Systems:

Site preparation:
 This topic is out of scope, but you should always update your OS to the latest
service pack and apply the latest hot fixes before you proceed.
 Install your favourite antivirus software and keep it update
 Update your firewall and open recommended ports for SBO communication
 Make a restore point or take a backup and/or backup your system registry
before you proceed

What Software is needed?

1. SAP Business One 2007A1 or SAP Business One 8.81
2. Microsoft SQL Server Enterprise Edition 2005 or 2008

1. SAP Business One 2007A supported (USA, Canada, Australia, Germany, Spain,...)
SAP Business One 2007B cover (Brazil, China, India, Singapore, Korea and Japan …..)

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How to install SBO
In this release, MS-SQL is the default database shipped with SAP Business One
2007A. We can proceed with the installation with the following options:-

1. Install SBO & MS-SQL in consecutive manner

2. Install MS-SQL Server prior SBO

Both methods are fine as the ultimate goal is a successful installation of SBO.
Whatever option you decide, use the following values in MS-SQL:-

At the moment I would like to go with default installation option - 1

1. Login as Administrator or
power user (with
Administrators privilege).

2. Insert DVD of “SBO B1 2007A” –

Main Menu (Fig:1) will pop up
automatically because its
auto-run but if not, double
click on your DVD from “My
computer”, open the
AUTORUN folder, and double
click on “Autorun.html”

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The main menu (Fig: 1) offers four options:-

 Installation (for Server or Client software)

 Browse CD/DVD
 Read ME
 Documentation

We will proceed with Installation.

Next screen (Fig: 2) has two
options – SERVER or CLIENT.

At the moment we will proceed

with Server.

And later on Client – once the

Server installation is complete.

The System will automatically

detect whether MS-SQL is already
installed?

If you want to go with another DB

(DB2 or Oracle) select SKIP from
the DBO installation.

Click INSTALL, as we want to install

SQL SERVER because it’s our fresh
installation.

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Next screen (Fig:04)

The default installation path will

appear. You can edit it – simply
type a new installation path or
press the BROWSE button to
choose a new location.

Don’t press INSTALL until you

replace the SQL SERVER - DVD

When done wait for a while and

press INSTALL to go ahead

Change DVD – Microsoft SQL Server 2005

“SQL SERVER 2005”- License

agreement screen (Fig: 05), accept
the terms and conditions and press
NEXT button.

Remember without accepting

terms and condition we can’t
proceed.

Next screen (Fig: 06) is simply for

information – Click INSTALL and go
ahead to next dialog (Fig: 07).

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The next screen (Fig: 07) is again
information dialog, press NEXT to
proceed.

Actually from this point (Fig: 08) –

The Server installation will take
place. Press NEXT to proceed

MS-SQL Server will check necessary

components to proceed with
installation.

If this check is successful you will see Fig:

09 – This dialog shows all details of
supported components present on your
machine.

If you got zero errors and a green

SUCCESS tick – press the NEXT button to
proceed

Fig: 10 is a detailed warning message

– If you are keen for detail press on
the blue message and you will get it.

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Here is the registration screen
(Fig:11).

Name: Your Name

Company: Your Company Name

License Key: 25-Character long

In our case license key is

embedded

Press NEXT button to proceed.

On next screen (Fig: 12) we will

choose SERVER components to
install - as SAP guided we will take
only two options (See Fig: 12):

1. SQL Server Database Services

2. Workstation Components, books and development tools

For Advance options please look into fig:-13 . Advance options gives us control to
change installation path and can
choose among various components.
“DISK COST” button shows available
disk space and required space for
proposed installation.

BROWSE and DISK COST will bring their

respective information – as shown here.

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Next step is to give a name to the
Database Instance (fig: 14). The default
name is MSSQLSERVER or you can change it
as you like. Press NEXT button and you will
reach Fig: 15.

As we are installing SBO so we will

select as shown in Fig: 15 and press
NEXT.

Choose Mixed Mode and type the

super user password (SAPB1Admin). As shown in fig:16 and press NEXT.

Choose as illustrated in Fig: 17 –

as its recommended by SBO

Press NEXT to proceed

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Fig: 18 - Error and Usage report setting
don’t tick/check any option simply
press NEXT

The Installation summary (fig: 19) will

appear for your information and review.

Press INSTALL to proceed.

During installation there are couple of dialogs to keep you informed like fig: 20 & 21

Fig:20 – Compatibility issue of Visual

Studio 2005. The reason for this
incompatibility is, I am using 64-bit
platform and “Visual Studio” is 32-bit
application. Dialog is offering two
options – 1st CHECK FOR SOULTIONS
ONLINE and 2nd RUN PROGRAM.
(Microsoft offers a few patches to fix
this compatibly issue)

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Setup progress information screen
(fig: 21) will appear. Press NEXT and
proceed to the final screen (fig: 22).

Press FINISH – congratulations

you successfully completed the
MS-SQL installation

Change DVD - SAP Business One 2007A

When you insert the SBO DVD you will see Fig: 1, 2, and 3 (as you are familiar with it).
After pressing the INSTALL button on fig: 3 – the next screen will appear like fig: 23.

You have two options with the

SBO installation,

1. TYPICAL
2. CUSTOMIZE

TYPICAL is appropriate for most

installations – Its pretty straight
forward.

CUSTOMIZE will give you a

flexible installation where you
can choose components and
change the default installation
path.

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Whatever installation path you
take, the following components
are mandatory to make SBO
operational.

 Business One 2007

 Server Tools
 Add-on Outlook . . .

It’s recommended to go with a

typical installation to
automatically install all three
applications without selecting
each individually.

A screen like Fig: 24 will appear

to install the first Application
“SAP Business One Server”, as
highlighted red in fig: 24.

Next step is screen fig: 25 - press

the NEXT button to proceed with
the installation.

User and company information is

required on screen fig: 26.

Press NEXT to proceed

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“Business one 2007” offers three ways to go - Typical, Compact or Custom. This is
one of the core components of “SAP Business One 2007”, it comprises of

1. System Database (Common Database)

2. Demo database (Country dependent)
3. Server components
4. SAP Add-on
5. Help

In Custom Installations you

have the option to choose
amongst the given options but
remember that “System
database” and “Server
components” are essential to
run the system.

If you decide to go with

Compact installation – Only
“System database” and “Server
components” will be installed

Typical installation will install all above mentioned components silently.

Anyway I am assuming that you

will go with TYPICAL option.

Press NEXT and screen (Fig: 28A)

will appear. It’s actually a
confirmation of the database
you installed.

If a database is installed on
your system (as we have done),
the installer will ask for server-
Type. If you have more than
one database installed on your
system then a drop down menu
will show a list of installed
databases. Or you can
overwrite the type of your
database. In our case “MSSQL_2005”, press NEXT to proceed.

You will screen like (Fig:28B) - You must enter database credentials.

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Server Name: [Local]

User Id: sa

Password: SAPB1Admin (As we set during DB installation)

Press NEXT to proceed.

If you decide to go with CUSTOM or COMAPCT option in “Business One 2007” the
below menu will appear (Fig:29)- You can select desired components.

Again press NEXT on screen (Fig: 30) to start copying files to you your computer
system.

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The installation process can take around 5 – 10 minutes (depend on your machine).
Various information screens will appear and the installation will keep going.

Unfortunately you will face two error messages during the installation as shown in
fig:31. Simply press OK. I can’t judge the reason of this error – but this will not affect
installation process or functionality of SBO - Error databases will also be installed and
they all are operational and working.

The final screen (fig: 32) will appear, press OK to finish the installation process.

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CLIENT INSTALLATION:

Insert DVD of “SBO B1 2007A” – Main Menu (Fig:1) will pop up automatically, if not,
double click on your DVD from “My computer”, open the AUTORUN folder and
double click on “Autorun.html”

Follow steps as shown in fig: 33,34 & 35

Fig: 35 is showing two options:

1. Business One Client Application

2. Optional Components

We have to install SBO client so at the moment we are going with option-1 and later
on I will explain option-2

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Click for option-1 and you will see
screen like fig:36

Click on INSTALL and you will see the

next dialog (Fig:37).

Dot Net 1.1 framework is essential to run

Client software. This information box is
asking to install .Net 1.1 framework

Click YES to proceed with the

installation

Next dialog (fig:38)will appear – its actually compatibility information (I am running

64-bit OS and .Net is 32-bit, Microsoft has released a patch to fix this issue). Anyway
press RUN PROGRAM button and go ahead.

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Next screen (fig: 39) is the License agreement from Microsoft – Select "I agree" and
press the INSTALL button.

It will take couple of minutes to install and when

done you will be informed.

When you acknowledge by pressing the OK

button, the next screen fig: 40 will appear –
Simply press NEXT to proceed.

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Type User & Company
information on the screen like
Fig: 41 and press NEXT

If the default installation path

is accepted press NEXT
otherwise enter a new
installation path and press
NEXT – as shown in fig: 42

Choose your program folder and

press NEXT as shown in fig : 43

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A warning message will popup – read it
and acknowledge by pressing OK

Finally the screen Fig: 44

will appear to inform that
the installation is finished.
Press the FINISH button to
acknowledge the
installation completion
process.

On successful completion of this installation the “SAP Business One” icon

will be on your desktop.

Client Optional Components

Optional components are beyond

the scope of this documentation.

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 POST INSTALLATION TASKS:
Before you move forward the most important step is “SAP Service Manager”. This
should be on your server; it manages all server related services like:

1. Early Watch Alerts

2. SBO Backup
3. SAP Business EventSender service
4. SAP Business One integration Service
5. SBO DI Server
6. License Manager 2007

How to check if the Service Manager is running on your SBO server?

If you find the following icon in your system tray, the Service Manager is up and
running. If not, run setup.exe from the “\packages\server tools” folder on your
installation CD. e.g. “…..\Packages\Server Tools\Setup.exe”

When you find the service manager icon in your

system tray, right click on it and open “Open SAP
Business One Service Manager”. As shown here

The Service Manager console will appear:

In the Console Manager interface, we have

server (localhost name), Service name and
starting style like start service by yourself or at
starting of computer.

Control panel – Play, Pause and stop control

Service controlling tasks like schedule, setting,

connection and database.

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 You can choose service from the
dropdown list and the controls will
stay the same like play, pause and
stop.

It might be possible via the Settings

buttonto apply changes according to
the service type.

EARLY WATCH ALERT:

This service will help you prevent unexpected system down (not for fast disaster), this
service will send you all kinds of serious alets before it get worse and stops your server.

The Early Watch service collects SBO health

data in a generated report. This report can be
sent to the System Administrator as
configured.

Alters can be scheduled to run and to send

Specific data

- Daily
- Weekly
- Monthly

Database connection settings needs some

information for the connection like:-

Database type: SQL/MySQL or Oracle

Databse Server: Local or IP address of DB server

Database super username: sa

Database user password: SAPB1Admin

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After establising connection, choose the database you want to watch.

Press the database button and tick the data from the given list.

By pressing the “Setting” button on

the Early Watch alert service
console, you will reach to this screen.

Here you have the option to dispatch

report by email to given addresses.

Enter super username and password,

the remaining options are self
explanatory.

Write log, allows you to save the file

on given path or display after
generating the report and so on.

What event suits to your need chose

and press OK to save the changes
you made.

SBO BACKUP:

With the help of this service we can

automate the backup task. Here is a
screen dump of backup service console.

Again a control panel with play, pause

and stop. Service startup option at
computer startup.

Four buttons for Advanced Configuration.

I will expalain each configuration button.

The Scheduler is exactly the same as the

Service setup. So I am not going to repeat
it again and again with each service

Set the path of backup directory for

permament storage and for temorary
stoge of temp files.

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Again database connetion setting to retreive
the data for the report production. It same
throughout the setup so I am repeating it
again and again.

Tick the database in which you are interested,

list of all available database lists will be
displayed here. You can choose more than one
database.

SAP BUSINESS ONE EVENTSENDER SERVICE:

As I mentioned before few setting are same

for all services like schedule, connection
and database. Most of the time settings are
different for each service.

So for this service I am dumping screen

short, pretty straight forward and self
explanatory.

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SAP BUSINESS ONE INTEGRATION SERVICE:

The remaining services have similar

setup settings. Self explanatory screen
shots are attached.

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SBO DI (DATA INTEGRATION) SERVER:

Data Intergration is one of the core

components for SBO. It performs the
intergration tasks across various modules.

Screen shots are attached here.

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LINCENSE MANAGER 2007:

This is the most important service. For

the first 30 days you can use SBO free
but after the trial period expires, you
must obtain a license otherwise you
can’t connect to the database or
perform any task.

Licence setting screen shots are

provided here.

If you installed a valid license on

another server, the connection service
can pick it up if you provide the
necessery datails such as server name
or server IP. The default port is 30000

The Settings section of the General

settings can retreive system number,
installation number and harware key
when succesfully connected to license
server.

If you have a license key file on your

computer, you can import it with the
help of this section. First press the
browse button (red color) and then
press the “import license file” button.

The SAP license key is not like Microsoft Wndows 25 charcter long key. For the SBO
license you have to create a hardware signature of your server and send it to SAP AG.
They will in turn create a license key on the basis of the harware signature provided.

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If you change your harware you require a new license key. For more information please
visit SAP AG web site. http://www1.sap.com/solutions/licensingmodel/index.epx

COMPANY SETUP IN SBO

The scope of this guide is to provide a typical company setup in SBO. The detailed
discussion of modules is beyond the scope of this guide. For the complete details of
modules, please refer to the documents provided with this software or visit the company
web site http://help.sap.com/content/sbo/2007/sbo_2007_A.htm

To access the SBO you should have the client software installed on your computer. After
establishing a connection to SBO, the following screen will appear.

Press the “Change Company” button. On the subsequent screen, press the “Change
Server” button to establish a connection with database server. In my case its MS-SQL as
you can see in “Current Server”

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Provide the server credentials to
connect to the server, in my case I
put super user “sa” and SAP given
default password “SAPB1Admin”

On successful connection, the available database in server will appear as shown below:

Press the “New” button to create a new database for my proposed company.

Type your company name and provide a name for your database. Each country has its
own accounting system (charts of account), SBO has a comprehensive list of countries.
When you will select country, SBO will automatically pick the COA and other company
related settings. You can still define customized accounts by choosing the “User-

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Defined” option. The other important step is to define the posting period for your
company. By pressing the posting button (green highlighted), you will see the next
screen.

Type all the necessary information

into the posting period screen and
press the “continue” button.

Now your SBO is ready to create a new

company database and all required
structure as per the provided credentials.

Simply press “OK” and give the go ahead

to your SBO. It will take a while to
complete the creation process.

As per the screen shot, the

new database is ready to use.

Select the desired database

and click “OK” to proceed
with the company database.

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Note: You may see an SBO license dialog screen. In this case make sure that the
Service manager is running and the License service is started. Insert the IP address of
your license server or localhost if it is all on one machine. The default port is 30000.

If your credentials are not accepted as per the next screen shot, you may have an
expired
license.

If successful, you will see the following screen shot.

In the above screen you can notice that we have,

main menu on the top, next is tool bar. Then the
“side main menu” and the message bar in the
bottom.

I have attached the “Side main menu” for a closer

look. This menu displays the current database
(Victoria Uni), current user (Manager) and a
standard menu with three tabs. I have highlighted
the tabs and other information with different
colour.

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I will explore the Administration menu, but the remaining menus are module specific
and beyond the scope of this article.

The expanded Administration menu is attached below. All tasks and submenus are self
explanatory. For detailed info visit http://help.sap.com/content/sbo/2007/index.htm

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COMMON PROBLEMS:

NON ENGLISH LANGUAGE ON FRESH INSTALLATION:

May be you face this problem after installing SBO client. Some language other than
English, as shown hare

SOLUTION # 1:

Close the client and go to

“%programsfile%
\SAP\SAP Business
One\GUI” folder, delete
all other languages other
than English. Remember
that the language file
extension is .LRF or make
another folder and move
unwanted LRF files to
that folder.

Launch client and you will see the problem fixed.

SOLUTION # 2:

CLIENT SIDE SOLUTION:

- Remove the Client using Add/Remove Programs

- Remove the SAP Business One Folder from the C:\Program Files
- Remove all files from %temp%
- Remove all files from Prefetch Files
- Remove all files from Recent files
- Remove all files from Recycle bin

SERVER SIDE SOLUTION:

Take a complete backup of all database.

- Remove Client using Add/Remove Programs

- Remove the SAP Business One Folder from C:\Program Files
- Remove all files from %temp%
- Remove all files from Prefetch Files
- Remove all files from Recent files
- Remove all files from Recycle bin

Restart the System and re-install the SAP Client

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REFERENCES:

SAP. (AG). SBO 2007 Installation. Available:

http://help.sap.com/download/documentation/sbo/2007/2007_B/ReleaseNotes_EN.pdf

SAP. (AG). Knowledge warehouse. Available:

http://help.sap.com/saphelp_sbo2007a/helpdata/en/b1/8fe14910cf46b9b2ff2de2f315e5a2/f
rameset.htm

SAP. (AG). SBO 2007 help. Available:

http://help.sap.com/content/sbo/2007/index.htm

Oracle Corp. Virtual Box

http://www.virtualbox.org/wiki/Documentation

ALL SCREEN SHORTS ARE TAKEN BY AUTHOR OF THIS GUIDE

USING THE TRIAL VERSION OF SBO 2007A

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