Here, you will find all of the current information about WeSuite and how it integrates with SedonaOffice.
Below is the main section to get everything set up from a development perspective. For non-development information regarding WeSuite, see the following files for more information:
Part 02 - Project Essentials.docx
Part 03 - Creating your first project.docx
Part 04 - Rolling up items.docx
Part 05 - Importing into SedonaOffice.docx
Part 1: Initial setup
- You will need to install Crystal Reports Runtime before using WeSuite. These can be downloaded from Oracle's Crystal Reports section (NOTE: You will need an Oracle account to download. The runtimes are free). You will need to install both of the following;
- CR13SP30MSI32_0-10010309.MSI
- CR13SP30MSI64_0-10010309.MSI
- You will also need either the demo WeSuite database or a blank WeSuite database. Reach out to michael.fazio@wesuite.com to get a copy of the blank database.
NOTE: The database being used in the QA/Test environment is a Demo Database for WeSuite. - You will need to copy the WeSuite folder from the location that gets updated to whichever environment. Unfortunately, all of these files are too large to upload.
- Basic steps to get WeSuite running:
- Install both runtimes for Crystal (mentioned above).
- Copy the WeSuite folder, and run the application for the first time. This will error out, and a "config" folder is created.
- Open the config folder, and edit the file called "WsUser.config". Fill in the below keys:
- If you fill in the settings (NOTE: Assuming the database backup was restored prior), You should be greeted with the following screen after logging in:
Part 2: Common settings in WeSuite Database/Front-End
- Once inside WeSuite, go to the following location: [Tools] => [Program Options] => [Accounting Interface].
- Fill out the [Database Server] and [Database Name] - This information will be for your SedonaOffice database instance.
Part 3: Common issues with WeSuite
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Part 4: SedonaOffice WeSuite Integration Setup
- Open SedonaOffice, and go to [Tools] => [WeSuite Setup]
NOTE: If you do not see this option, then you can "force" the setting to be enabled with this SQL Statement:
UPDATE SS_Setup_Modules SET In_Process = (In_Process + 'w')is - In the next screen, fill in the details for the WeSuite database. Fun fact: Check that you can connect via SSMS first, as this box will essentially do the same thing. After filling in the details, press [Test Connection]. If all goes well, then you'll be allowed to press [Save].
- To make sure everything works, the easiest way to tell is to go into [Job Management] => [Job Queue] and Select the [WeSuite Orders] button. If anything is set up incorrectly, the screen will display an error.
