Hardware/OS, Software Extensions or Environment Requirements
Client is responsible for ensuring that hardware and operating systems meet or exceed the minimum requirements as listed in the Supported Platform Matrix. All software must be compatible as listed in the Integrated Solutions Compatibility Matrix, specific to their upgraded software version. Client must ensure that they have received and reviewed both documents. Minimum requirements published for Sage 100/CRM must be met in order to achieve a successful integration of the two programs. Sage CRM should be installed on a separate server than Sage ERP for security. IIS and required server roles will be installed and configured on the appropriate application server (if not already installed).
The system will remain “Open Security” with all authenticated users having access to the data within the system unless client wishes to implement changes to the security model.
Should this Sales Order/SOW be for an integrated Sage 100/CRM project and involve integrated systems, alerts, workflows, reports or other items that require/contain Sage 100 data, integration must also be set-up within Sage 100. Alternatively, KnowledgeSync or TaskCentre can also be used for alerts and can be purchased and configured separately. Unless specifically stated in the SOW, KnowledgeSync or TaskCentre are not included in this SOW.
Previous Customizations
In the event that customizations have been made to the Sage product and/or any third-party products (such as, but not limited to, Programs, Data Dictionaries, Forms, Tables, Views, Stored Procedures, Reports, etc.), unless these items have been identified in this SOW, these items will be considered outside the scope of this SOW and additional charges may apply. Blytheco is indemnified for the impacts of any customizations that are not included, identified or disclosed in this SOW.
Backup and Restore
The client will have a complete and tested backup on any and all systems prior to the services being performed by Blytheco. If restoration from a backup is required, client will provide access to a resource that can operate and restore this information. The client is solely responsible for all costs associated with data recovery or data restoration required in the event a restore is required and full backups are not available.
Test Environment
Blytheco recommends that client have a test database and/or a test environment prior to Blytheco performing services or installing additional software. Utilizing a Test Environment will minimize client risk to existing data by utilizing it prior to upgrading or installing applications or modifications to the production system. Blytheco can create test environments at the client request and may require a test environment within the scope of services.
System Access
Client will provide Blytheco with proper access to the server, workstations and required folders to perform services associated with the upgrade, including administrative passwords, current Sage 100 password for logging in as Administrator, remote access as required, and ample disk space for creating company data copies. Client will coordinate and implement all IT functions as needed to assist users with the local workstation setups required to access the Sage 100/Sage CRM programs. Access to the client environment may be requested and/or required during or after normal business hours and the client will need to make resources available for access to their systems. Additional charges apply.
In order to help keep implementation costs to a minimum, Client can provide Blytheco with a remote connection that will allow for configuration to be done directly on your system. Blytheco may keep a copy of your configuration in a virtual environment setting for Development, testing and training purposes. If Client desires Blytheco to utilize their remote connection resources, remote connection charges apply.
Networking Issues
Blytheco is not responsible for any networking setups or issues, including SQL Server Management and connectivity. Administrative rights and full access to the server and appropriate subfolders will be provided to Blytheco.
Server Downtime and Rebooting
There should be minimal to no downtime required for the installation of Sage CRM. Upgrades may necessitate system downtime and/or server rebooting, depending on the version being upgraded, unless after-hours work is authorized/requested.
Condition of Data
For SOWs which include data, condition of client’s data in Sage 100 and Sage CRM is the responsibility of the client. Client is aware that successful data conversion is dependent upon client-conforming data to standard import template rules. Client should be prepared to extract data from Legacy system and assemble into a Sage 100/Sage CRM standard object import template. Sage 100 and Sage CRM provide standard object imports for most common data. Not all data is a suitable candidate for importing. It is expected the client will scrub and validate data before and after it is imported into Sage 100 and Sage CRM.
Blytheco shall not be responsible for any data integrity or data anomaly issues with the existing source and/or destination systems. In the event that data integrity, data anomalies, or other unforeseen data issues cause the time required to complete the implementation project as outlined herein to exceed the time estimates set forth above, additional effort will be completed on a time-and-materials basis. Should these factors be present, a change in scope may be required; in extreme cases, Blytheco may not be able to complete the data import.
Should this Sales Order/SOW involve integrated systems, minimum data requirements for linked Customers from Sage 100 to Sage CRM are as follows:
1. All Sage 100 Customers must have a Company Name (may not be blank).
2. All Sage 100 Customers must have an Address Street 1 field populated (may not be blank).
3. All Sage 100 Customers must have a Primary Contact Code, containing a Primary Contact.
4. All Sage 100 Primary Contacts must have a separate Person First Name and Person Last Name (may not be blank), and an Address Street 1 field populated.
Pro-rating M&S and Subscriptions
Based on the anniversary date of Client's Maintenance and Support Plan, Sales Orders which include a product purchase, maintenance or service plan price for maintenance and updates is pro-rated to your existing software plan based on the date of the original purchase.
