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PROGRAM: dpQWSync for e-automate - Client Install

Table of Contents
Preparing for installation
Installation / Configuration
Related FAQs
What you need prior to installation?
QuoteWerks
  1. QuoteWerks Installed (QuoteWerks provides a "User Manual" with installation).
What you need for installation?
Installation File
  1. FILE: Downloaded installer "DataPlus-QWSync-Install.exe"
Client Installation
dpQWSync Setup
    EAQuote Installer
  1. Execute DataPlus-QWSync-Install.exe
    2. Note: Right click file and "Run as administrator"
  2. Click on Next >
dpQWSync Setup
    License Agreement
  1. License Agreement
  2. If you agree, check "I accept the terms in the license agreement"
  3. Click on Next >
dpQWSync Setup
    Choose Components
  1. Check QW EA Quote
  2. Click on Next >
dpQWSync Setup
    Choose Install Location
  1. Choose the folder in which to install dpQWSync
  2. Click on Install
dpQWSync Setup
    Installing
dpQWSync 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
  3. User: sa SQL or Windows user name
  4. Password: password user name password
    5. Integrated Security
  5. Check Integrated Security
    6. Push Options
  6. Optional: Check Convert text fields to UPPER case
  7. Optional: Check Change Document Status After Push
  8. Optional: Exported Change Document Status After Push
    9. Inventory Options
  9. Check Enable Adding Inventory Items to e-automate
    10. This enables adding inventory items to e-automate.
  10. (Optional) Check Perform Pre-Verification
  11. (Optional) Check Enable Custom Item Mapping
  12. (Optional) Check Default Customize Maping Settings
  13. Save
  14. OK

dpQWSync Setup
    Installation Complete
  1. Click on Finish
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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