Best Practicies for SSL with Sage CRM & Sage 300

Securing Sage CRM and Sage 300 with SSL protects sesitive data. FOllow these best practices for configuration and maintenance

Why SSL Matters

• Data Protection: Encrypts customer and financial data.
• Compliance: Meets GDPR, PCI DSS standards.
• Trust & Authentication: Ensures secure connections.

SSL Configuration Steps

1. Obtain an SSL Certificate

• Use a trusted CA .
• Choose a 2048-bit key with SHA-256 encryption.
• Consider wildcard certificates for multiple subdomains.

2. Install SSL on the Web Server

• Sage CRM: Install on IIS.
• Sage 300: Install on the web server for Web Screens.
• Ensure proper intermediate certificates.

3. Enforce HTTPS

• Redirect HTTP to HTTPS via IIS or web config
• Update system settings to use HTTPS.
• Verify internal links and integrations.

4. Update System Configurations

• Sage CRM: Adjust Custom_SysParams, verify IIS settings.
• Sage 300: Ensure HTTPS in Web API & A4W.INI.

5. Test SSL Implementation

• Use SSL Labs Test.
• Fix mixed content issues.
• Verify login, reports, and integrations.

6. Maintain SSL Certificates

• Track expiration and set renewal reminders.
• Automate renewal (Let’s Encrypt recommended).
• Regularly update security settings.

Additional Security Tips

• Use TLS 1.2: Disable outdated TLS 1.0/1.1.
• Enable HSTS: Forces HTTPS.
• Monitor Logs: Check IIS logs and firewall alerts.

Here is another Blog I wrote about also moving Sage CRM from HTTP to HTTPS and how to renew SSL Certificates.

 Moving Sage CRM from HTTP to HTTPS and how to renew SSL certificates.  

By following these best practices, businesses enhance security, protect critical data, and ensure compliance.