The first step in setting up your on-premise Sage 100 integration is to complete the Sage 100 Integration Setup Form. This will provide the necessary details for Workyard to set up an integration.

Once Workyard has received the details from the form, you will be provided with a connection string to set up the Hybrid Connection Manager on your server. Here's how:

Step 1: Download the Hybrid Connection Manager: https://go.microsoft.com/fwlink/?linkid=841308

Step 2: Launch ‘Hybrid Connection Manager’ from the windows start menu.

Step 3: Now Click the ‘Enter Manually’ button and paste in the provided connection string proved by Workyard.

Step 4: If the connection is successful, the Azure Status should say 'Connected' in green.

If you see a ‘Not Connected’ status. Try clicking 'Refresh'.

If that doesn’t work, go to your start menu and launch the ‘services’ app. Select ‘Azure Hybrid Connection Manager Service’ and click 'Restart'. Close the Hybrid Connection Manager UI and relaunch it.

If you followed the steps above, you should now have the agent installed and connected to your Sage Server. For more information on your Sage 100 integration, please see our support page.