FAQ ID # 2
Last Update : 2014/06/24
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Question / Issue
dpFolders - Client Installation

Answer / Solution
PROGRAM: dpFolders 2.0
What you need prior to installation.
  1. Downloaded installer "dpHistoryInstaller.zip" file from location provided.
What you need for installation.
  1. Sage ACT! 2013, 2012, 2011, 2010, 2009
  2. "dpFolders-Install.exe"
Approximant Time Table
  • 3 minutes - Documentation Review
  • 1 minutes - Approximant Time for Installation
  • 4 minutes - Total Approximant Time

dpFolders 2.0
    Load Installer
  1. Right click 'dpFolders-Install.exe' and "Run as administrator"
    dpFolders Setup - Welcome
  1. Click on Next >
    License Agreement
  1. If you agree, click on "I accept..."
  2. Click on Next >
    Choose Components
  1. Select Components to install
  2. Check dpFolders Client
  3. Click on Next >
    Choose Install Location
  1. Choose the folder in which to install dpHistory
  2. Click on Install
    Installation Complete
  1. Click on Next >
    Complete Setup Wizard
  1. Uncheck Run dpFolders Manager
    We recommend running this after you have reviewed and decided you method of managing your files and folders
  2. Click on Finish

Folder & File Stucture
    Windows Local or Network Folder Structure
  1. In desired location on local machine, or network, create folder structure
  2. Sample: C:\Applications\
  3. Create Company This is where your company folders and files will be hosted.
  4. Create Customer This is where your customer's folders and files will be hosted.
  5. Create Vendor This is where your Vendor's folders and files will be hosted.
  6. When dpFolders profile is configured, you will point the profile to one of the above folders
  7. Within each folder, subfolders will be created based on text and/or ACT! field parameters

dpFolders Manager
    dpFolders Manager
  1. Open Sage ACT!
  2. dpFolders Notice will appear giving you notice that dpFolders has not been configured.
  3. Click OK
  4. Lock ACT! Database
    - Tools/Database Maintenance
    - Lock/Unlock Database...
  5. In ACT!, go to Tools/DataPlus Plugins/dpFolders Manager
    dpFolders Manager
    Behavior
  1. Use alternate settings file
    Used "after" profile is created. Profile file can be saved on server for network share
    Profiles
  2. Click Create Profile
    dpFolders Manager Profile Settings
  1. Profile Name: Enter Customer
  2. Folder Path: Click button to establish path
    dpFolders Manager Folder Path
  1. Folder: Click button to browse to path
  2. Sample: C:\Applications\Company
  3. ACT! Field: Enter Company this is the exact field that dpFolders will use the create root folder for profile.
  4. Click Insert
    dpFolders Manager Folder Path
  1. C:\Applications\Company\%Company%
  2. You can use multiple fields and text to configure folder name
  3. Sample: C:\Applications\Company\%Customer Number%-%Company%
  4. Click Okay
    dpFolders Manager Folder Path
  1. Click Add Root to create subfolders
    dpFolders Manager Folder Path
  1. New Name: Invoices to create subfolders
  2. Click Okay
    dpFolders Manager
  1. Repeat to create additional folders, Quotes, Project
  2. Click Project
  3. Click Add Child
  4. New Name: Stage 1
  5. Repeat
  6. New Name: Stage 2
  7. Click Okay
    dpFolders Manager
  1. Repeat to create additional profiles, Vendor, Company
  2. Click Create dpFoldersPofileField
    dpFolders Configuration
  1. Click Yes to create CONTACT field 'dpFolders Profile'
  2. Wait for next dialog box
    dpFolders Configuration
  1. Click Yes to create drop down list for CONTACT field 'dpFolders Profile'
  2. Wait for next dialog box
    dpFolders Configuration
  1. Click Yes to create COMPANY field 'dpFolders Profile'
  2. Wait for next dialog box
    dpFolders Configuration
  1. Click Yes to create drop down list for COMPANY field 'dpFolders Profile'
  2. Wait for next dialog box
    dpFolders Configuration
  1. Click OK
    dpFolders Manager
  1. Click Save
  2. Click Ok
  3. Click Close

Optional Network Settings
    dpFolders Manager
  1. If you are setting dpfolders on network, you should create the profile from ACT! on server.
  2. Copy the dpFoldersSettings.xml to a shared folder on the server.
  3. Or copy the dpFoldersSettings.xml from workstation, to a shared folder on the server.
  4. File is located in C:\Program Files\ACT\Act for Windows\Plugins\dpFolders
    dpFolders Manager
  1. In ACT!, go to Tools/DataPlus Plugins/dpFolders Manager
  2. Check Use alternate settings file
  3. Click Browse
  4. Browse to your shared folder and choose dpFoldersSettings.xml file.
  5. Click Save
  6. Click Ok
  7. Click Close
  8. An ACT! Administrator can edit the profile by clicking on Edit Alternate

dpFolders Activation
    Activation
  1. From the windows Start menu
  2. Start/All Programs/Hogan Data/dpFolders/
  3. Right click dpFolders Activation and "Run as Administrator"
  4. Click Next
    Enter Serial Number
  1. Manually enter serial number or
  2. After copying serial number, click Paste Serial
  3. Click Next
    Automatic Activation
    Activation Complete
  1. Click Finish

Implementing dpFolders
    Implementing dpFolders
  1. Open Act!
  2. Add dpFolders Profile to your current layout
    Implementing dpFolders
  1. Add Profile Name in Act! field
    Implementing dpFolders
  1. Click on dpFolders tab
  2. Click on Create Folder Structure


Related FAQs
dpHistory - Client Installation

Direct Link to This FAQ
http://kb.hogandata.com/?f=2

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