The Manager Add-On for SAP Business One is an administrative tool used in the configuration of all Portal products. It's used to manage details such as user settings, menus, roles, and web configuration.

A license is required to run the Manager Add-On. Review the walkthrough Applying Product Licenses.

Important Upgrade Notes

Before Performing an upgrade, review Preparing for an Upgrade. Follow any upgrade-specific backup tasks (such as backing up Customer Portal payment gateway information), then uninstall the old version and proceed as per the installation instructions below.

Installation Instructions

  1. Determine which bit-levels of SAP Business One will be used. Users may use the 32-bit client, the 64-bit client, or both. Register all versions that may be used by SAP Business One end-users.
  2. Open the Add-On Administration screen in SAP Business One. To do this, go to Administration > Add-Ons > Add-On Administration.

    Select Administration - Add-Ons - Add-on Administration.
    Select Administration - Add-Ons - Add-on Administration.
  3. Press the Register Add-On button (marker 1 below) to continue.
    Add-On Administration is used to register the Manager Add-On within SAP Business One. Press Register Add-On (1) to proceed.
    Add-On Administration is used to register the Manager Add-On within SAP Business One. Press Register Add-On (1) to proceed.
  4. To enable 64-bit clients:
    • From the Register Add-On dialogue, press the … button (marker 1 below).
      Use the Register Data File field (1) to open the file dialogue.
      Use the Register Data File field (1) to open the file dialogue.
    • Select the file /Setup Files/zedSuite Manager Add-On for SAP Business One/64-bit Add-On/zedSuite Manager_64.ard.
      First, open the 64-bit Add-On folder.
      First, open the zedSuite Manager 64-bit Add-On folder.
      Second, select the file zedSuite Manager_64.ard then press Open to select the 64-bit version.
      Second, select the file zedSuite Manager_64.ard then press Open to select the 64-bit version.
    • If you are logged on to the 64-bit client, also select Install as part of Registration (marker 1 below). If you are logged into the 32-bit client, simply register but do not install the 64-bit add-on. This will allow 64-bit clients to run the add-on.
      After selecting the ard file, if appropriate, enable the Install as Part of Registration check-box (1) and press OK (2) to apply the settings.
      After selecting the ard file, if appropriate, enable the Install as Part of Registration check-box (1) and press OK (2) to apply the settings.
  5. To enable 32-bit clients:
    • From the Register Add-On dialogue, press the … button (marker 1 below).
      Use the Register Data File field (1) to open the file dialogue.
      Use the Register Data File field (1) to open the file dialogue.
    • Select the file /Setup Files/zedSuite Manager Add-On for SAP Business One/32-bit Add-On/zedSuite Manager.ard.
      First, open the zedSuite Manager 32-bit Add-On folder.
      First, open the zedSuite Manager 32-bit Add-On folder.
      Second, select the file zedSuite Manager.ard then press Open to select the 32-bit version.
      Second, select the file zedSuite Manager.ard then press Open to select the 32-bit version.
    • If you are logged on to the 32-bit client, also select Install as part of Registration (marker 1 below). If you are logged into the 64-bit client, simply register but do not install the 32-bit add-on. This will allow 32-bit clients to run the add-on.
      After selecting the ard file, if appropriate, enable the Install as Part of Registration check-box (1) and press OK (2) to apply the settings.
      After selecting the ard file, if appropriate, enable the Install as Part of Registration check-box (1) and press OK (2) to apply the settings.
  6. If installing the add-on as part of registration, confirm the add-on installer displays, and follow the prompts to complete installation.

    If you get the error “Add-on did not install correctly” or a similar message, close SAP Business One and make sure to run B1 using “Run As Admin…”.

    Press Next to proceed with installation.
    Press Next to proceed with installation.
    Wait for the installer to finish. When complete, the installer will automatically close.
    Wait for the installer to finish. When complete, the installer will automatically close.
  7. In the Add-On Administration Screen shown below, ensure that the Manager Add-On is set as follows:
    • Default Group should be set to Manual (see marker 1 below). This allows B1 users to optionally load the add-on as needed. Automatic will load the add-on for every user, however most users are not Portal administrators and do not need this add-on.

      When the add-on is set to manual, individual users may be set to run the add-on automatically in the User Preferences tab.

    • Force Install should be left un-checked.
    • Active must be checked.
    The Manager Add-On should be assigned to the Manual/Automatic Default Group (1) and set to Active. Press Update to complete the add-on installation. Press Register Add-On to register another file.
    The Manager Add-On should be assigned to the Manual/Automatic Default Group (1) and set to Active. Press Update to complete the add-on installation. Press Register Add-On to register another file.

Once the Manager Add-On is installed it can be started as follows:

  1. In SAP Business One, open Administration > Add-Ons > Add-On Manager.
  2. Select the Manager Add-On (either zedSuite Manager, or zedSuite Manager_64) and press the Start button.
  3. Wait a moment, and the Manager Add-On will appear as a menu option in the SAP Business One Main Menu.

What’s Next?

At this point, portals can be installed (or upgraded) and configured.