Software Knowledge Base
PROGRAM: DataPlus for e-automate - Server Installation

Table of Contents
Preparing for installation
DataPlus Installation / Configuration DataPlus / Act Configuration
Related FAQs
What you need prior to installation?
Microsoft SQL Server/Express
  1. MS SQL Server or MS SQL Express instance - SQL 2014 +
  2. Specify SQL Server administrators
  3. SQL Server Management Studio (SSMS)
  4. Understanding roles in SQL Server security
e-automate
  1. Installed
Act
  1. Act Premium Windows installed
  2. Act Premium Web installed (if being used)
  3. DataPlus Act database restored and configured
What you need for installation?
  • DataPlus for e-automate installer (DataPlus-Eautomate-Install.exe)
  • Act! database for e-automate
    • Hogan Data provides an Act database with the purchase of DataPlus for e-automate Application
    • Or you can use your existing database
      • There will be new fields created & will have to be added to layout
    • Review Act! Database Configuration
  • Act! Administrator username and password
  • Window's Administrator or Window's Domain Administrator username and password
Network Environment
Scenario 1
  1. Server 1: e-automate installed
    1. e-automate SQL Instance
    2. e-automate database
  2. Server 2: Act Premium Windows
    1. SQL Management Studio (SSMS)
    2. Act will install SQL instance
    3. Shared Act database
    4. Install DataPlus for e-automate (Server/Client)
      1. DataPlus install configuration to e-automate SQL Instance
      2. Server Components
        1. Database Components
        2. Master Database
        3. e-automate Database
      3. Client Components
        1. DataPlus Client
        2. e-automate Client
    5. Server 3: Act Premium Windows
      1. IIS configured
      2. Act Premium Web
      3. Act Premium Web
      4. Act configured for database on Server 2
Scenario 2
  1. Server 1: e-automate installed
    1. e-automate SQL Instance
    2. e-automate database
  2. Server 2: Act Premium Web or Windows
    1. IIS configured
    2. Act will install SQL instance
    3. Shared Act database
    4. Install DataPlus for e-automate (Server/Client)
      1. DataPlus install configuration to e-automate SQL Instance
      2. Server Components
        1. Database Components
        2. Master Database
        3. e-automate Database
      3. Client Components
        1. DataPlus Client
        2. e-automate Client
Scenario 3
  1. Server 1: e-automate installed
    1. e-automate SQL Instance
    2. e-automate database
  2. Server 1: Act Premium Web or Windows
    1. IIS configured
    2. Act will install SQL instance
    3. Shared Act database
    4. Install DataPlus for e-automate (Server/Client)
      1. DataPlus install configuration to e-automate SQL Instance
      2. Server Components
        1. Database Components
        2. Master Database
        3. e-automate Database
      3. Client Components
        1. DataPlus Client
        2. e-automate Client
Server Installation
DataPlus Setup
    Welcome Screen
  1. Right click DataPlus-e-automate-Install.exe and "Run as administrator
  2. This will start the DataPlus 4.0 setup wizard.
  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
    Server/Client Components
  1. If you are going to install just the server component, check "Server Components"
  2. Click on Next >

DataPlus Setup
    Choose Install Location
  1. Click on Install
DataPlus Setup
    Installing
DataPlus Setup
    Server Credentials
    Server Settings
  1. SQL Server Name: Server\SQLInstanceName
  2. Database Name: dpDataPlus (Use your EA database suffix)
    3. Credential Settings Windows Authentication
  3. User: sa or other user you setup
  4. Password: password
    5. Integrated Security
  5. CHECK for Integrated Security
  6. Click on Next >
DataPlus Database Setup
    Perform Installation
  1. Click on Yes
DataPlus Database Setup
    Create Database
  1. Click on Yes
DataPlus Database Setup
    Finished
  1. Installation Complete
  2. Click on Finish
DataPlus Setup
    Server Credentials
    Server Settings
  1. SQL Server Name: Server\SQLInstanceName
  2. Database Name: dpDataPlus
    3. Note: This is the database name you originally created. Installer will add additional components. Choose Integrated Security or uncheck for SQL credentials
    Credential Settings
    Windows Authentication
  3. User: sa or other user you setup
  4. Password: password
    5. Integrated Security
  5. CHECK for Integrated Security
  6. Click on Next >
DataPlus Database Setup
    Notice of Installation
  1. Click Yes
DataPlus Database Setup
  1. Click Finish
DataPlus Setup
  1. Installation Complete
  2. Click Next >
DataPlus Setup
    Run Server Configuration
  1. CHECK to run Server Configuration
  2. Click on Finish

If you chose Server & Client components, then dialog box below will appear.

Client Configuration Manager
  1. Click on Close
Server Configuration Manager
    Master Connection Settings
    Database Configuration
  1. DataPlus Server: ServerName
  2. DataPlus Database: DataBaseName
    3. Windows Authentication
  3. SQL User: sa
  4. SQL Password: password
    5. Integrated Security
  5. CHECK for Integrated Security
    6. Testing Connection
  6. Test Connection
  7. Click on OK
    8. Application Settings
  8. Report Path: unc Path to CR Reports
  9. Logging Options:
  10. unCHECK Log Warnings
  11. unCHECK Log Notices
  12. unCHECK Log Debugs
  13. Click on Save
  14. Click on Configure Applications >>
Server Configuration Manager
    Application Profiles
  1. Click on EA
    2. Application Settings
    Act Credentials
  2. Database; ActDatabaseName click on [..] to browse to database
  3. User Name: ActUserName must be an Act administrator
  4. Password: ActPassword
  5. Confirm: ActPassword
  6. Test Connection
  7. Click on OK
    8. Database Configuration
  8. Database: dpDataPlus DataPlus database name
  9. Server: ServerName\Instance SQL Instance if applicable
  10. SQL User: sa
  11. SQL Password: password
  12. Check if you want integrated security
  13. Test Connection
  14. Click on OK
  15. Click on Update
  16. Click on OK
  17. Click on [ ... ]
Server Configuration Manager
    General Options
  1. UnCheck Enable Database Locking
  2. UnCheck Limited Notices
  3. UnCheck Ignore Warnings
  4. UnCheck Skip Date Check
  5. Check Exclude Sample Data
  6. UnCheck Disable Act time globalization
  7. UnCheck Disable SQL time globalization
  8. Set Server Timeout (minutes) (default = 2)
    9. Entity Options
  9. UnCheck Disable creation of Act! Contacts
  10. UnCheck Disable creation of Act! Companies
    11. Check "Disable creation of Act! Companies" if you do not want to import Companies in the "Company Level" in Act!
  11. UnCheck Only Import Primary Contacts
    12. Check "Only Import Primary Contacts" if you only want to import primary contacts. Contacts that are not listed in the e-automate Company "Attn To" field will not import.
  12. UnCheck Create Fields Only
    13. Import Selection
  13. UnCheck Only Run Selected Items
  14. UnCheck Remove Selected Items (greyed out, unless Selected Items are checked)
    15. Advanced Options
  15. UnCheck If you are not using Limited Access in Act!
  16. Check If you are using Limited Access in Act!
    17. Select Users and Teams
  17. If you are using Act! Limited Access, you can choose:
  18. Specific Act! Team(s)
  19. Specific Act! User(s)
  20. Click Okay
Note: DataPlus menus have not been configured. We will address this later in KB.

IMPORTANT:
By default, if the "Sales Representative" in e-automate equals the Act! User Name in Act!, the Sales Representative name will populate the "Sales Representative" field in Act!, and will also be the Act! "Record Manager". The names have to be an exact match
Server Configuration Manager
    Application Profiles Your Configuration is Complete
  1. Click on Update
  2. Click on OK
  3. Click on Close

DataPlus Act Manual Import - Employees Only
Server Configuration Manager
    Manual Import
  1. Open Act
  2. Click OK
Note: DataPlus menus have not been configured. We will address this later in KB.
Server Configuration Manager
    Manual Import
  1. Tools/DataPlus 4.0/Manual Import
If you are using your own custom Act! database, the custom fields should be created.
In the Act Import process, DataPlus can create the custom fields.
Server Configuration Manager
    Manual Import
  1. Click on EA
  2. Click on Browse
Server Configuration Manager
    Manual Import
    Employee Only Import
  1. UnCheck Enable Database Locking
  2. Check Only Run Selected Items
  3. Check EA: (500) Employee
  4. Check EA: (501) Employee Header
  5. Click on Okay
The purpose of importing employees only is to establish your connection to "Act Users"
Server Configuration Manager
    Manual Import
    Employee Only Import
  1. Click on Import Selected
Server Configuration Manager
    Manual Import
    Employee Only Import
    Import Complete
  1. Click on Close
    2. or ...
  2. Click on Close & Review
    3. Create Users in Act from Employees
  3. In Act
  4. Tools/Manage Users...
  5. Create New User
  6. Create User from Contact - Create a new User from an existing Contact.
  7. Create users using the imported Employees

DataPlus Act Default Import Configuration
Auto Import Configuration
  1. Open DataPlus 4.0 Server Configuration
  2. Windows Start / Hogan Data / DataPlus 4.0 / DataPlus 4.0 Server Configuration
Auto Import Configuration
    Server Configuration
  1. Click on Configure Applications >>
Auto Import Configuration
    Server Configuration
    ACT Import Settings
  1. Import Options
  2. Click on [...] to browse to options
Auto Import Configuration
    Import Options
    General Options
  1. UnCheck Enable Database Locking
  2. UnCheck Limited Notices
  3. UnCheck Ignore Warnings
  4. UnCheck Skip Date Check
  5. UnCheck Exclude Sample Data
  6. UnCheck Log Debug
  7. UnCheck Import Inactive Opportunities
  8. UnCheck Import Lost Opportunities
  9. UnCheck Import Won Opportunities
    10. Note: If importing opportunities is enabled, leaving option UnChecked for "Import Opportunities" will disable any changes to be made with "Closed" opportunities.
  10. Set Server Timeout (minutes) (default = 2) (you can increase this as needed) Entity Options
  11. UnCheck Disable creation of Act! Contacts
  12. UnCheck Disable creation of Act! Companies
    13. Note: Check "Disable creation of Act! Companies" if you do not want to import Companies in the "Company Level" in Act
  13. UnCheck Disable creation of Act! Groups
  14. UnCheck Only Import Primary Contacts
    15. Note: Check "Only Import Primary Contacts" if you only want to import primary contacts
  15. UnCheck Create Fields Only
    16. Import Selection
  16. UnCheck Only Run Selected Items
  17. UnCheck Remove Selected Items (greyed out, unless Selected Items are checked)
    18. Advanced Options
  18. UnCheck If you are not using Limited Access in Act
  19. Check If you are using Limited Access in Act
    20. Select Users and Teams
    If you are using Act! Limited Access, you can choose:
    • Specific Act! Team(s)
    • Specific Act! User(s)
    Post/Pre Processing
  20. Pre-Process Exe: Leave blank
  21. Arguments: Leave blank
  22. Post-Process Exe: Leave blank
  23. Arguments: Leave blank

    IMPORTANT:
  • If you are not using the Act! database provided by Hogan Data, for e-automate, when the first import is performed, additional fields may be required. Therefore, uncheck "Disable Database Locking" in order for the additional fields to be created.
  • By default, if the "Sales Representative" in Sage 100 equals the Act User Name in Act, the Sales Represetative name will populate the "Sales Representative" field in Act, and will also be the Act "Record Manager". The names have to be an exact match.
Auto Import Configuration
    Import Selection
  1. UnCheck Only Run Selected Items
  2. Click Okay if you want to import all entities
Note: Leaving "Only Run Selected Items" UnCheck will allow all entities to import into Act. However, there are some additional specific parameters for some entities to import. ie Act Opportunities.
  1. Check Only Run Selected Items
Note: Checking "Only Run Selected Items" will allow chosen entities to import into Act. However, there are some additional specific parameters for some entities to import. ie Act Opportunities.
Auto Import Configuration
    Import Selection
  1. Check each entity you want to import into Act
  2. Click all to choose all entities, then unCheck entities you do not want to import.
  3. Click Okay when completed.
DataPlus Act Manual Import - Preferred Entities
Server Configuration Manager
    Manual Import All
  1. ReRun DataPlus Manual Import
  2. Use your default configuration
Server Configuration Manager
    Manual Import All
  1. Click on Close
    2. DataPlus Import
  2. Click on Close
    3. or ...
  3. Click on Close & Review

DataPlus Act User Configuration
DataPlus Menu
  1. Open Act!
    2. No Menu Found
  2. DataPlus 4.0 Warning
  3. Click OK
DataPlus menus have not been configured. When DataPlus is configured in the following steps, this message will be disabled.
DataPlus Menu
    Manage Permissions
  1. Act Menu
  2. Tools/DataPlus 4.0/Manage Permission
DataPlus Menu
    Manage Permissions
    Current Connections
  1. Click e-automate

    2. Permissions
  2. Click View Permissions Tab
  3. Check box for each "View Name" that will be accessed by "Act User"
  4. You can double click the header to check or uncheck all
DataPlus Menu
    Manage Permissions
    Permissions
  1. Click Misc Permissions Tab
  2. Check View - enable views in Act DataPlus tab (overrides View Permissions)
  3. Check Export - export view to excel
  4. Check EA Contact Push - Create Customer/Vendor/Employee
  5. - Edit Customer/Vendor
  6. Check EA CONT Push - enables creating Contracts
  7. Check EA EST Push - enables creating Estimates
  8. Check EA INV Push - enables creating Invoices
  9. Check EA SO Push - enables creating Sales Orders
  10. You can double click header or row to check or uncheck all
DataPlus Menu
    Sales Representative
    Permissions
  1. Click Sales Representative Tab
  2. Check Box for each sales representative for view permissions
  3. You can double click the header or row to check or uncheck all
  4. Click Save
  5. Click Close
  6. Click Yes
  7. Click OK
  • Most views have the "Sales Representative" from e-automate Accounting listed. Each Sales Representative will only be able to see view where they are the Sales Representative.
  • You can also enable Sales Representative to see other Sales Representative information. Example, sales manager may need to view each Sales Representative's views on their team.
  • DataPlus Tab should be available for each DataPlus Client after "DataPlus Client Install".
DataPlus Act Manual Import - Remove Selected Entities
Auto Import Configuration
    Import Selection
    Remove Selected Entities
  1. Check each primary entity you want to be removed from Act
    1. (100) Company Customer
    2. (200) Company Vendor
    3. (300) Customer
    4. (314) Customer Ship To
    5. (400) Vendor
    6. (600) Salesperson
    7. Each Act Opportunity
Note: Typically this is a one time task and used when manually importing from within Act.
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