How to Install and Set Up GetX Search for Sage 100 ERP

Installing and setting up GetX Search for Sage 100 ERP is a very straight forward process and can be performed successfully by anyone familiar with typical Sage 100 ERP installation procedures. Allow just 15-20 minutes to complete all the steps.

Prerequisites to installing GetX:

  1. Get administrative access to the server where Sage 100 ERP is installed.
  2. Obtain a network login and password and a Sage 100 ERP login and password. You need both of these logins to set up the indexing engine post-install. Make sure they have passwords that do not change frequently. Also, both logins should have administrative rights.
  3. Ensure your server meets the requirements of Microsoft .NET 2.0 or higher. Most servers current with MS service updates will already satisfy this need.

Instructional Video

Here is an instructional video (4 minutes 47 seconds in length) that shows all the steps needed to install and set up GetX Search for Sage 100 ERP. In case you didn’t know that Sage 100 ERP used to be called both MAS 90 and MAS 200, when the video says “MAS 90,” it means “Sage 100 ERP.”

Recap

Keys to a successful installation of GetX:

  1. Download the appropriate version from www.xkzero.com/ERP_search. (It supports Sage 100 ERP Versions 2017 back to 4.5 and the installer will work with Sage 100c, including Standard, Advanced and Premium versions)
  2. Install GetX like any other Sage 100 ERP module. (This must be performed on the Sage 100 ERP server.)
  3. Activate the GetX Module in Company Maintenance for each company for which you wish to perform data searches.
  4. Visit Role Maintenance and make appropriate settings for user role groups.
  5. Visit Modules/GetX /Setup/System Settings. Make any changes to the defaults, as appropriate, and click on “Register” to obtain your initial 30-day free license.
  6. Visit Modules/GetX/Setup/GetX Setup Wizard. Make any changes to the defaults as appropriate.
  7. Browse the ..\MAS90\GX folder and run GetXIndexService.exe. Right-click and select “Run as administrator.” Enter valid network login and password.
  8. Set the timer to indicate how frequently you wish to index data. Run the initial indexing.

Note: The initial indexing may take some time, potentially an hour or more, depending on the size of your database and the caliber of your server. Subsequent indexing will take place silently, behind the scenes by setting up the timer during the installation process.

If, for any reason, you need to remove the software, find instructions for uninstalling GetX here.

We believe that people perform best when they are confident, informed, and have a high level of trust in the tools they use. xkzero builds solutions designed for the best possible user experience, engineered in a flexible way to accommodate the needs of each individual and adaptable to the precise business rules that can vary industry by industry, company by company. If you find us failing to deliver on that, please let us know!

You’re now ready to use GetX and start saving time! Contact us at info@xkzero.com or 847-416-2009 with any questions!

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When You Know What You're Looking For.

GetX – When You Know What You’re Looking For

Steps to Uninstall GetX

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At the conclusion of your trial period, if you choose to proceed without GetX for Sage 100 ERP, you can uninstall the application by following the steps below.

Looking for instructions to install GetX?  Click here.

After the basic steps, we have added some helpful notes, so please read all the way down.

To uninstall GetX, the steps are as follows:

1. First, you need to ensure that the Scheduled Task for indexing is removed.

NOTE: If you have never set up GetX for indexing, you can skip this step.

You can remove indexing as a Scheduled Task either through the Sage 100 server, or via Windows.

Sage 100 Server Option:
Log onto the Sage 100 server.
- Navigate to the GX folder where MAS90 is installed: …\MAS90\GX\Service\
- Right-click ‘GetXIndexingService.exe’ and ‘Run As Administrator’
- Under ‘Windows Service’ set the Schedule to ‘Never’ and hit ‘OK’

Windows Option:
- From Windows ‘START’ go to Control Panel > Administrative Tools > Tasks Scheduler
- Delete ‘GetXIndexingService’

2. Once the service is removed, you can remove the module like any other Sage 100 module.

To remove the GetX module from Sage 100, follow these steps:

a) From Sage Desktop go to Library Master > Company Maintenance

b) Select a company where GetX is Activated and hit ‘Remove.’ Check the box for GetX and then hit ‘Proceed.’ Repeat for all companies for which GetX is activated.

NOTE: The ‘Remove’ button is disabled for the company for which you are currently logged in. You may need to switch your user to another company.

c) Go to Library Master > Setup > System Configuration. Hit the ‘Uninstall’ button on upper right. Select ‘G/X’ and hit ‘Delete.’

To clean up any remaining files, remove the …\MAS90\GX folder.

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***NOTE: On occasion, for reasons we don’t understand, Sage will not allow you to delete the company data for GetX even though you are not in that particular company.

At that point, the only thing to do is to manually delete the data. We recommend renaming the folder …\MAS90\MAS_ZZZ\GXZZZ (where ZZZ is the 3 letter company code). Then, if everything goes well you can delete it. This is simply a precaution.

Once this is done you should be able to Uninstall the module from System Configuration.

Please let us know if you have any further difficulties!

At xkzero, we believe that people perform best when they are confident, informed, and have a high level of trust in the tools they use. xkzero builds solutions designed for the best possible user experience, engineered in a flexible way to accommodate the needs of each individual and adaptable to the precise business rules that can vary industry by industry, company by company. If you ever find us failing to deliver on that, please let us know!

Contact us at info@xkzero.com or 847-416-2009 with any questions!

Introducing xkzero Digest

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Today, we launch the xkzero Digest, a periodic electronic publication designed to keep you informed of industry topics, technical updates and product and event announcements related to mobile technology for Sage ERP systems. In addition, we’ll write about custom development-related subjects, and provide information that helps inspire you to apply the best technology, at the right time, for you and your clients.

Focus: What You Want to Know

While we already have many topics and articles we’re excited to share with you, we also invite you to let us know about subjects of interest to ensure that we continue to focus on things that matter most to you.

We’re at a Technology Crossroads

As we embark on 2015, the world of ERP and accounting software systems is without a doubt at a crossroads. The world of business management systems into which many of us

Team xkzero is focused and ready!

Team xkzero is focused and ready!

entered 20 or 30 years ago—where a single consultant would sell and install the system, perhaps even set up the server as well as conduct the set-up and training—becomes more of a faint memory with each passing year.

Conversely, in today’s specialized business world, those who create the most value concentrate on a particular specialty. At xkzero, we have that kind of clear focus—it’s all about mobile ERP—and it’s our wish that this dedication benefits each and every one of you.

Pushing Boundaries and Yielding Rewards

These days, the businesses that push boundaries with technology reap the greatest rewards. Whether your clients use Sage ERP X3, Sage 100 ERP and/or Sage 500 ERP, we think xkzero can help you create new revenue streams, not to mention customer satisfaction and loyalty.

xkzero Digest Content

Our first issue of xkzero Digest introduces our new director of technical services, Alnoor Cassim, and also includes a guide to help you install and set up GetX Search so you can win more new customers and delight existing ones.

All the best for a great 2015!

Paul

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The Only Time Universal Search Matters in Your Accounting System

People ask us when it’s a good time to use GetX, our so-called universal search tool for Sage 100 ERP.

This is what we tell them: “Use GetX when you know what you’re looking for.” Also, when what you’re looking for is not calculated data, there is a good chance GetX is the way to go.

In other words, if what you’re seeking is actually in the system (as opposed to a report or a graph that gets calculated when you run a report or a dashboard), GetX can likely provide the information, and more choices about what to do with it, faster and with less hassle than the way you’re using Sage 100 ERP today.

GetX - When You Know What You're Looking For

GetX – When You Know What You’re Looking For

It’s a whole new way of thinking about your system. A better way. Better not in the sense that every single little thing you do will be improved, but better in the way that everyone on your team, by using universal search, will be more confident with Sage 100 ERP. They will work faster, find it easier to detect and correct data errors in the system, and be more confident using the system.

Consider why we use Google in the first place. We turn to Google because when we know what we’re looking for, we likely don’t want to type this in more than once: http://www.whattheheckis07rt7thisiml00king4.com/donttryme/

The same holds true with another huge collection of data—your accounting/ERP system. Whether your Sage 100 ERP database is 255 million MB or 1.5 TB, universal search will make your system better.

While others navigate menus, folders, tasks, screens, tabs, and buttons, GetX users simply enter the data they know they are seeking and immediately start taking action.

Which do you think is faster? Which do you think is better for customer service, or internal communication? If you were training a new employee to use your Sage 100 ERP system, do you think they would gain more confidence, faster, if they could rely on a search tool similar to Google?

By comparison, traditional navigation seems a little like keeping the data behind a bolted door with 5 padlocks.

GetX Search for Sage 100 ERP by xkzero. You might be pleasantly surprised by what you find.

Contact us at info@xkzero.com or 847-416-2009 with any questions!

 We offer a no obligation, 30-day free trial. Installing GetX is a snap.