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PROGRAM
: dpQWSync for e-automate - Server Install
Table of Contents
Preparing for installation
Prerequisite for individual performing Server Install
What you need prior to installation
What you need for installation
Installation / Configuration
dpQWSync Server Installation
Push Configuration
Related FAQs
Activation
Server Installation
Client Installation
Configuration
Messages or Errors
What you need prior to installation?
Compatible MS SQL
Compatible MS SQL Versions - SQL Standard or SQL Express
SQL 2022
SQL 2019
SQL 2017
SQL 2016
SQL 2014
SQL 2012
SQL 2008
SQL Server Management Studio (SSMS)
SQL Security - User Logins
- Windows Login Options (use either type)
Windows User
Windows Group
Use existing windows/active directory group or create new windows/active group and add users to group. Example: DataPlus
e-automate
Note: dpQWSync must be installed on same SQL instance that e-automate is installed on.
QuoteWerks Installed
Note: QuoteWerks provides a "User Manual" with installation.
QuoteWerks Rehosted
Note: QuoteWerks SQL database must be installed on same SQL instance that e-automate is installed on.
What you need for installation?
Installation File
FILE: Downloaded installer "DataPlus-QW-Install.exe"
dpQWSync - Server Installation
DataPlus QuoteWerks Setup
dpQWSync Server Installer
Execute DataPlus-QW-Install.exe
Note: Right click file and "Run as administrator"
Click on
Next >
DataPlus QuoteWerks Setup
License Agreement
License Agreement
If you agree,
check
"I accept the terms in the license agreement"
Click on
Next >
DataPlus QuoteWerks Setup
Choose Components
Server
Check
Server Components
QW Sync
EA Database
Client & Server
Check
Client Components
QW EA Quote
Check
Server Components
QW EA Sync
QW EA Database
Click on
Next >
If QuoteWerks "IS NOT" installed on server.
If QuoteWerks "IS" installed on server.
DataPlus QuoteWerks Setup
Choose Install Location
Choose the folder in which to install dpQWSync
Click on
Install
DataPlus QuoteWerks Setup
Installing
DataPlus QuoteWerks Setup
DataPlus Credentials
Server Settings
Server Name:
ServerName\SQLInstance
SQL Instance if applicable
Database Name: Co
EA171
replace "EA171" with your e-automate database name.
Click on
Next >
DataPlus QuoteWerks Setup
QuoteWerks Credentials
QuoteWerks Database:
qwEA171
actual full QuoteWerks database name
Click on
Next >
DataPlus QuoteWerks Setup
Database Create
DataPlus QuoteWerks Setup
Database Not Found
Click on
Yes
DataPlus QuoteWerks Setup
Installation Complete
Click on
Finish
DataPlus QuoteWerks Setup
Installation Complete
Click on
Next
DataPlus QuoteWerks Setup
Installation Complete
Click on
Close
DataPlus QuoteWerks Setup
Push Configuration
DataPlusServer Settings
Server Name:
ServerName\SQLInstance
SQL Instance if applicable
DataPlus DB:
dpqwDataPlus
Replace DataPlus with your e-automate database name without Co
DataPlus Credential Settings
Windows Authentication
User:
sa
SQL or Windows user name
Password:
password
user name password
Integrated Security
Check
Integrated Security
Push Options
Optional:
Check
Convert text fields to UPPER case
Optional:
Check
Change Document Status After Push
Optional:
Exported
Change Document Status After Push
Save
OK
DataPlus QuoteWerks Setup
Push Configuration
DataPlusServer Settings
Server Name:
ServerName\SQLInstance
SQL Instance if applicable
DataPlus DB:
dpqwDataPlus
Replace DataPlus with your e-automate database name without Co
DataPlus Credential Settings
Windows Authentication
User:
sa
SQL or Windows user name
Password:
password
user name password
Integrated Security
Check
Integrated Security
Push Options
Optional:
Check
Convert text fields to UPPER case
Optional:
Check
Change Document Status After Push
Optional:
Exported
Change Document Status After Push
Save
OK
EAQuote Activation
Server Configuration Manager
Activation
Window's Start/Program Files/Hogan Data/dpQWSync EA Quote
Right mouse click "EAQuote Activation" file
"Run as administrator"
Activation
Activation
Next
Activation
Enter Serial Number
Copy license key string
Click
Paste Serial
Click
Next
Activation
Activation Complete
Click
Finish
Related FAQs
Activation
EAQuote Activation
Server Installation
Client Installation
Messages or Errors
Software Solutions
DataPlus Integration
DataPlus ERP Integration
DataPlus Custom Integration
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DataPlus Plugins & Tools
Hosting Solutions
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CRM
CRM & Marketing Automation
Marketing Automation
Pricing
Mobile Solutions
Helpful Links
Act! Hosting Solutions
Act! Mobile Messenger
Act! ERP Integration
Act! Custom Integration
Act! Addons
Act! Plugins & Tools
Act! Training
Act! Resources
Act! Support
Act! Community
Act! Downloads & Updates
Learning - Support
Software Support
Support (GoToAssist)
Support Plans
Training
Act! Training
KB Hogan Data / DataPlus
KB Act! Questions
KB QuoteWerks Questions
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