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PROGRAM: dpQWSync for e-automate - Server Install

Table of Contents
What you need prior to installation?
Compatible MS SQL
  1. Compatible MS SQL Versions - SQL Standard or SQL Express
    1. SQL 2016
    2. SQL 2014
    3. SQL 2012
    4. SQL 2008
  2. SQL Server Management Studio (SSMS)
  3. SQL Security - User Logins
  4. - Windows Login Options (use either type)
    1. Windows User
    2. Windows Group
    Use existing windows/active directory group or create new windows/active group and add users to group. Example: DataPlus
  5. QuoteWerks Installed Note: QuoteWerks provides a "User Manual" with installation.
  6. ERP / Accounting Software:
    1. e-automate:
    1. QuoteWerks Rehosted Note: QuoteWerks SQL database must be installed on same SQL instance that e-automate is installed on.
    2. dpQWSync server component must be installed on same SQL instance that e-automate is installed on.
    3. Windows Group
What you need for installation?
Installation File
  1. FILE: Downloaded installer "DataPlus-QWSync-Install.exe"
dpQWSync - Server Installation
DataPlus Setup
    dpQWSync Server Installer
  1. Execute DataPlus-QWSync-Install.exe
  2. Note: Right click file and "Run as administrator"
  3. Click on Next >
DataPlus Setup
    License Agreement
  1. License Agreement
  2. If you agree, check "I accept the terms in the license agreement"
  3. Click on Next >
DataPlus Setup
    Choose Components
    Server
  1. Check Server Components
    1. QW EA Sync
    2. QW EA Database
    Client & Server
  2. Check Client Components
    1. QW EA Quote
  3. Check Server Components
    1. QW EA Sync
    2. QW EA Database
  4. Click on Next >
If QuoteWerks "IS NOT" installed on server.

If QuoteWerks "IS" installed on server.

DataPlus Setup
    Choose Install Location
  1. Choose the folder in which to install dpQWSync
  2. Click on Install
DataPlus Setup
    Installing
DataPlus Setup
    Push Configuration
    DataPlusServer Settings
  1. Server Name: ServerName\SQLInstance SQL Instance if applicable
  2. DataPlus DB: dpqwDataPlus Replace DataPlus with your e-automate database name without Co
  3. DataPlus Credential Settings
    Windows Authentication
  4. User: sa SQL or Windows user name
  5. Password: password user name password
  6. Integrated Security
  7. Check Integrated Security
  8. Push Options
  9. Optional: Check Convert text fields to UPPER case
  10. Optional: Check Change Document Status After Push
  11. Optional: Exported Change Document Status After Push
  12. Save
  13. OK

DataPlus Setup
    DataPlus Credentials Server Settings
  1. Server Name: ServerName\SQLInstance SQL Instance if applicable
  2. Database Name: CoDataPlus replace "DataPlus" with your e-automate database name without Co
  3. Click on Next >
DataPlus Setup
    QuoteWerks Credentials QuoteWerks Server Settings
  1. Server Name: ServerName\SQLInstance default from previous entry
  2. QuoteWerks Database: qwDataPlus actual full QuoteWerks database name
  3. Click on Next >
DataPlus Setup
    Database Create
DataPlus Setup
    Database Not Found
  1. Click on Yes
DataPlus Setup
    Installation Complete
  1. Click on Finish
DataPlus Setup
    Installation Complete
  1. Click on Close
EAQuote Activation
Server Configuration Manager
    Activation
  1. Window's Start/Program Files/Hogan Data/dpQWSync EA Quote
  2. Right mouse click "EAQuote Activation" file
  3. "Run as administrator"

Activation
    Activation
  1. Next
Activation
    Enter Serial Number
  1. Copy license key string
  2. Click Paste Serial
  3. Click Next
Activation
    Activation Complete
  1. Click Finish
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