Software Knowledge Base
PROGRAM: DataPlus for Sage 100 - Server Installation

Table of Contents
Preparing for installation
Installation / Configuration Act Configuration
Related FAQs
What you need prior to installation?
32 Bit OS Operating Systems
  1. Create MS SQL Server or MS SQL Express 32 bit instance
    1. Act! instance of SQL may be used with caution.
    2. Specify SQL Server administrators
    3. If in Domain environment we recommend adding Domain Administrators
    4. Authentication Mode
    5. Mixed Mode
    6. Make SA enabled
    7. Create sa password and keep for your records
  2. Compatible MS SQL Versions
    1. SQL 2016
    2. SQL 2014
    3. SQL 2012
    4. SQL 2008
  3. SQL Server Management Studio (SSMS)
  4. SQL Security - User Logins
    1. Windows Login Options (use either type)
      1. Type: Windows User
      2. Type: Windows Group
64 Bit Operating Systems
  1. Create MS SQL Server or MS SQL Express 64 bit instance
    1. Act! instance of SQL may be used with caution.
    2. Specify SQL Server administrators
    3. If in Domain environment we recommend adding Domain Administrators
    4. Authentication Mode
    5. Mixed Mode
    6. Make SA enabled
    7. Create sa password and keep for your records
  2. Compatible MS SQL Versions
    1. SQL 2016
    2. SQL 2014
    3. SQL 2012
    4. SQL 2008
  3. SQL Server Management Studio (SSMS)
  4. SQL Security - User Logins
    1. Windows Login Options (use either type)
      1. Type: Windows User
      2. Type: Windows Group
Sage 100
  1. Version: Sage 100 2013 or higher
  2. Sage 100 installed (Standard or Advanced)
  3. Company Maintenance - Allow External Access
  4. Sage 100 User Name and Password with Administrative rights (we recommend a dedicated user)
  5. Sage 100 Company(s) fully converted in "Sage 100 Company Maintenance"
Act! Premium
  1. Version: Act Premium v16 or higher
  2. Act Premium installed
What you need for installation?
  • DataPlus for Sage 100 installer (DataPlus-Sage100-Install.exe)
  • Act! database for Sage 100
    • Hogan Data provides a Act! database with the purchase of DataPlus for Sage 100 Application
    • Or you can use your existing database
      • There will be new fields created & will have to be added to layout
    • Review Act! Act! Database Configuration
  • Act! Administrator username and password
  • Window's Administrator or Window's Domain Administrator username and password
Network Environment
Scenario 1
    Sage installed on Server 1
  1. Install SQL Instance
    2. - Mixed Mode
    - Security: add Domain Admins
  2. Install DataPlus for Sage 100 (Server)
    - Server Components
    - - Database Components
    - - - Master Database
    - - - Sage 100 Database
    - - - - Optional Modules
    Act! installed on Server 2
  1. Install SQL Management Studio
  2. Install DataPlus for Sage 100 (Server/Client)
    3. - Client Components
    - - DataPlus Client
    - - Sage 100 Client
    - Server Components
    - - Act! Import
Scenario 2
    Sage installed on Server 1
    Act! installed on Server 1
  1. Install SQL Instance
    2. - Mixed Mode
    - Security: add Domain Admins
  2. Install SQL Management Studio
  3. Install DataPlus for Sage 100 (Server/Client)
Scenario 3
    Sage installed on Server 1
  1. Install SQL Instance
    2. - Mixed Mode
    - Security add Domain Admins
  2. Install DataPlus for Sage 100 (Server)
    3. - Server Components
    - - Database Components
    - - - Master Database
    - - - Sage 100 Database
    - - - - Optional Modules
    Act! installed on Client 1
  1. Install SQL Management Studio
  2. Install DataPlus for Sage 100 (Server/Client)
    3. - Client Components
    - - DataPlus Client
    - - Sage 100 Client
    - Server Components
    - - Act! Import
Scenario 4
    Sage installed on Client 1
    Act! installed on Client 1
  1. Install SQL Instance
    2. - Mixed Mode
    - Security add Domain Admins
  2. Install SQL Management Studio
  3. Install DataPlus for Sage 100 (Server/Client)
Sage 100 Default & Optional Modules
Default Modules
  • C/I Common Information
  • B/I Business Insights
  • G/L General Ledger
  • A/R Accounts Receivable
  • A/P Accounts Payable
  • I/M Inventory Management
  • S/O Sales Order
  • P/O Purchase Order
  • I/T eBusiness Manager
Optional Modules
  • P/R Payroll
  • B/M Bill of Materials
  • R/A Return Merchandise
  • J/C Job Cost
  • W/O Work Order
  • T/C TimeCard
Server Installation
DataPlus Setup
    Welcome Screen
  1. Right click DataPlus-S100-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 Components
  1. If you are going to install just the server component, check "Server Components"
  2. Scroll down to "Sage 100 Standard Database"
  3. Check Sage 100 Standard Database
  4. Scroll down to "Optional Modules"
DataPlus Setup
    Server Component Modules
  1. Check which Modules you have installed in Sage
    • P/R - Payroll
    • B/M - Bill of Materials
    • R/A - Return Merchandise
    • J/C - Job Cost
    • W/O - Work Order
    • T/C - Time Card (requires P/R)
    Note: Default modules must be active. You can add additional modules at a later time
  2. Click on Next >
DataPlus Setup
    Server/Client Components
  1. If you are going to install server and client component, check "Server Components" and "Client Components"
  2. Click on Next >
DataPlus Setup
    Sage 100 Logon
  1. Company Code: SageCompanyCode
  2. User Logon: adminusername
  3. Password: password
  4. Click on Next >
DataPlus Setup
    Choose Install Location
  1. Click on Install
DataPlus Setup
    Installing
DataPlus Setup
    dp3 Server Credentials
  1. Server Name: ServerName\Instance SQL Instance if applicable
  2. Database Name: dpS100_ABC replace ABC with your company code
    3. Credential Settings
  3. User: sa
  4. Password: password
  5. Check if you want integrated security
  6. Click on Next >
DataPlus Setup
    Installer Notice
  1. Notice informing you of installation.
  2. Click on Yes
DataPlus Setup
    Installer Notice
  1. Database not found.
  2. Click on Yes
DataPlus Setup
    Finished
  1. Database created
  2. Click on Finish
DataPlus Setup
    Installing
DataPlus Setup
    SageODBC64Installer
    Installing
    If your machine is 64bit and SQL is 64bit then 64bit ODBC driver will install
DataPlus Setup
    SageODBC64Installer
  1. Execute SageODBC64Installer.exe As Administrator
  2. Click on Next >
DataPlus Setup
    ODBC Data Source Administrator
  1. Click on Install
DataPlus Setup
    ODBC Data Source Administrator
  1. Click on Finish
DataPlus Setup
    Server Credentials
    Sage 100 Settings
  1. Sage Database: S100_ABC
    2. DataPlus Server Settings
  2. Server Name: ServerName\Instance SQL Instance if applicable
  3. Database Name: dpS100_ABC
  4. User: sa
  5. Password: password
  6. Or Check if you want integrated security
  7. Click on Next >
DataPlus Setup
    Installer Notice
  1. Notice informing you of installation.
  2. Click on Yes
DataPlus Setup
    Finished
  1. Database upgraded
  2. Click on Finish
DataPlus Setup
    Installation Complete
  1. Click Next >
DataPlus Setup
    Server Configuration
  1. Check to run Server Configuration
  2. Click on Finish
DataPlus Setup
    Server/Client Configuration
  1. Check to run Server Configuration
  2. Check to run Client Configuration
  3. Click on Finish
DataPlus Setup
    Client Configuration Manager
    Master Connection Settings
    Database Configuration
  1. DataPlus Server: ServerName\SqlInstance
  2. DataPlus Database: dpDataBaseName
    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: DataPlus 4.0\Reports (reserved for future)
  9. Logging Options:
  10. unCHECK Log Warnings
  11. unCHECK Log Notices
  12. unCHECK Log Debugs
  13. Click on Save
  14. Click on Close
DataPlus Server and DataPlus Database fields will pre-populate based on installation configuration.

DataPlus Setup
    Server Configuration
    Master Connection Settings
    Database Configuration
  1. DataPlus Server: ServerName
  2. DataPlus Database: dpDataBaseName
    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: DataPlus 4.0\Reports (reserved for future)
  9. Logging Options:
  10. unCHECK Log Warnings
  11. unCHECK Log Notices
  12. unCHECK Log Debugs
  13. Click on Save
  14. Click on Configure Applications >>
DataPlus Server and DataPlus Database fields will pre-populate based on installation configuration.

DataPlus Setup
    Client Configuration
    Application Profiles
  1. Click on S100
    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: dpS100 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 Close
DataPlus ACT! Manual Import - Salesperson Only
Manual Import Settings
    DataPlus 4.0 Warning
  1. Open ACT!
  2. Click OK
Note: DataPlus menus have not been configured. We will address this later in KB.
Manual Import Settings
    Manual Import Menu
  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.

Manual Import Settings
    Manual Import
    Application Profile
  1. Click on S100
  2. Click on Browse
Manual Import Settings
    Manual Import
    Salesperson Only Import
  1. Check Enable Database Locking
  2. Check Only Run Selected Items
  3. Check S100: (600) Salesperson
  4. Check S100: (601) Salesperson Header
  5. Click on Okay

The purpose of importing Salespersons only is to establish your connection to "Act Users"

Manual Import Settings
    Manual Import
    Salesperson Only Import
  1. Click on Import Selected
Manual Import Settings
    Manual Import
    Import Complete
  1. Click on Close
    2. or ...
  2. Click on Close & Review
    3. Create Users in Act
  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 Auto 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 Sage 100, 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 - 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.
DataPlus Act Manual Import - Preferred Entities
Manual Import Settings
    Preferred Entities
  1. ReRun DataPlus Manual Import from within Act
  2. Click on Import Selected
Note: If you want to modify the entities to import, click on [...] to manage the entities before you click on Import Selected
Manual Import Settings
    Preferred Entities General Options
  1. Modify the options for custimizing your import
  2. Click on Okay
Manual Import Settings
    Preferred Entities
  1. Click on Import Selected
Manual Import Settings
    Preferred Entities
  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 Sage 100
    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
    Misc 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 S50 Contact Push - Create Customer/Vendor/Employee
  5. - Edit Customer/Vendor
  6. Check S50 CONT Push - enables creating Contracts
  7. Check S50 EST Push - enables creating Estimates
  8. Check S50 INV Push - enables creating Invoices
  9. Check S50 SO Push - enables creating Sales Orders
  10. You can double click header or row to check or uncheck all
DataPlus Menu
    Manage Permissions
    Sales Representatives
  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 Sage 100 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".
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