FAQ ID # 10
Last Update : 2015/01/08
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Question / Issue
DataPlus 3.0 eautomate - Client Installation

Answer / Solution
PROGRAM: DataPlus for e-automate - Client Installation
What you need prior to installation.
  1. SQL Server security roles setup
  2. Understanding roles in SQL Server security
    - Database-Level Roles msdn
    - Security TechRepublic
  3. ACT! Prem 2012, 2011, 2010 (for DataPlus 3.0)
    - Installed on server or workstation
    - ACT! Database configured
    - Note: DataPlus ACT! database should be downloaded and restored.
  4. SQL Permission to DataPlus SQL database
What you need for installation.
  1. FILE: DataPlus-EA-Install.exe
  2. FILE: cr2008fp25_redist.zip
Approximant Time Table
  • 5 minutes - Documentation Review
  • 2 minutes - Approximant Time for Client Installation
  • 2 minutes - Approximant Time for Client Configuration
  • 2 minutes - Approximant Time for Crystal Reports Runtime Installation
  • 11 minutes - Total Approximant Time for Client Installation & Configuration
DataPlus 3.0 Client Installation
    Welcome Screen
  1. Right click 'DataPlus-EA-Install.exe' and "Run as administrator"
  2. Click on Next >
    License Agreement
  1. If you agree, click on "I accept the terms in the license agreement"
  2. Click on Next >
    Choose Components
  1. Check 'Client Components'
  2. Click on Next >
    Choose Location
  1. Choose the folder in which to install DataPlus 3.0
  2. Click on Install
    Installation Complete
  1. Click on Next

DataPlus 3.0 Setup and Configuration
    Client Configuration
  1. CHECK to run Server Configuration
  2. Click on Finish
    Unable To Find Connection String
  1. Do you wish to create a new settting file?
  2. Click on Yes
    Client Configuration Manager
  1. DataPlus Server; ServerName
  2. DataPlus Database; DatabaseName
  3. SQL User: sa
  4. SQL Password: password
  5. Check if you want integrated security
  6. Test Connection
  7. Click on Save
  8. Click on Configure Applications >>
    Configuration

    Application Profiles

  1. Click on EA
    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

    Database Configuration

  8. Database: dpe-automate 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

    ACT Import Settings

  15. Please refer to "DataPlus for e-automate - ACT! Import Settings" KB

    Your Configuration is Complete

  16. Click on Update
  17. Click on OK
  18. Click on Close

Crystal Reports 2008 Runtme SP Setup
    Welcome Screen
  1. Extract
    cr2008fp25_redist.zip InstallerDataPlusForQuickBooksACT2011.zip - LicenseKey.txt
    - CRRuntime_12_2_mlb.exe
    - CRRuntime_12_2_mlb.msi
  2. Right click 'CRRuntime_12_2_mlb.exe' and "Run as administrator"
  3. Click on Next >
    License Agreement
  1. If you agree, click on "I accept the License Agreement"
  2. Click on Next >
    Start Installation
  1. Click on Next >
    Installation
    Successfull Installation
  1. Click on Next >

Related FAQs
DataPlus 3.0 eautomate - Server Installation
DataPlus 3.0 eautomate - Import Settings
DataPlus 3.0 eautomate - QuickAccess Instruction

Direct Link to This FAQ
http://kb.hogandata.com/?f=10

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