Sage 100 Intelligence environmental requirements

Installation requirements

Use Local Administrator to install Sage Intelligence
Install and activate Excel before the Sage Intelligence installation
Close Excel during installation of Sage Intelligence
Open the Windows Task Manager. Under Processes tab, end task all Excel.exe processes
Turn off Windows User Account Control (UAC) during installation. Reboot after turning off UAC

Windows requirements

Microsoft V.S.T.O. (Visual Studio Tools for Office) runtime 2010
Microsoft V.S.T.O. runtime 3.0
Microsoft SQL Server Compact 3.5
Microsoft .net Framework 4.5 or higher

Permissions

Set Full Control permissions for all SI users in the following areas:

MAS90 parent directory (normally required for Sage 100/MAS90)
The Sage Intelligence Report Repository. You can see it on the Report Manager login screen. During the Sage Intelligence setup, the system set up this location
All folders with the prefix 'BI' or 'SI' in C:\Program Files(x86 if on 64-bit Windows)\Common Files\
The screenshot below reflects the latest 2015 release. Earlier versions have fewer folders starting with 'BI'. Version 2025 and higher: the folder prefix is 'SI'
C:\ProgramData\Sage Software\SageMASIntelligenceXX\config.ini (XX=version number). Make sure there are no duplicates of the config.ini file, or Repository folder in C:\Users\ \AppData\Local\VirtualStore
HKEY_Current_User\Software\Microsoft\Office\Excel\Addins registry entry
Verify group policy and domain level permissions are consistent with the above

See Sage 100 ERP Intelligence Citrix Installation Guide

Report Repository

Set as a UNC path, on a shared network drive. Using a Mapped drive to select the location will fail.

Excel

Run a compatible version of Excel:

Microsoft 365 Cloud isn’t compatible
Microsoft 365 local is compatible
64-bit versions of Excel are compatible with Sage 100 2014 and newer only
Install V.B.A. components for Excel

Run a Repair/Change install of Excel from the Control Panel, see screen-shots below

Sage Intelligence will launch properly when logged in to Windows as an Administrator user.

For non-administrator users: right-click the shortcut for Sage 100 and select Run as Administrator. Do this before accessing the Sage Intelligence Reporting.