Topics > DataPlus Sage Accounting Integration > DataPlus 3.0 Peachtree > FAQ ID # 5

FAQ ID # 5
Last Update : 2015/01/08
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Question / Issue
DataPlus 3.0 Sage 50 US Accounting - Server Installation

Answer / Solution
PROGRAM: DataPlus for Sage 50 (US) - Server Installation
What you need prior to installation.
  1. MS SQL Server or MS SQL Express instance
    Note: The SQL instance will host the DataPlus SQL databases for Sage 50 (US).
    - SQL 2008 Microsoft Download
    - SQL 2005 Microsoft Download
    - Do not use the ACT! instance of SQL
  2. SQL Server Management Studio
  3. Understanding roles in SQL Server security
    - Database-Level Roles msdn
    - Security TechRepublic
  4. Sage 50 (US) Accounting installed
  5. Sage 50 (US) Company database has been opened in Sage 50 (US).
  6. 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.

What you need for installation.
  1. DataPlus for Sage 50 (US) installer (DataPlus-PT-Install.exe)
  2. Sage ACT! database for Sage 50 (US)
    Hogan Data provides a Sage ACT! database with the purchase of DataPlus for Sage 50 (US) Application

Where do you install DataPlus 3.0 for Sage 50 (US).
  1. Condition 1
    1. Two Server environment
      1. Server 1 Sage 50 (US)
        1. SQL Instance
          Note: SQL instance can reside on either server
          1. SQL Server Management Studio
        2. Install DataMirror
          Note: DataMirror has to be installed on same machine as Sage 50 (US) Client
        3. Configure DataMirror SQL connection
          Note: SQL instance can reside on either server
      2. Server 2 Sage ACT! Premium
        1. SQL Instance
          Note: SQL instance can reside on either server
          1. SQL Server Management Studio
        2. Install DataPlus 3.0
          1. Server Component
          2. Skip DataMirror
            Note: DataMirror has to be installed on same machine as Sage 50 (US) Client
        3. Client Component
  2. Condition 2
    1. One Server environment
      1. Server Sage 50 (US) & Sage ACT! Premium
        1. SQL Instance
        2. SQL Server Management Studio
        3. Install DataPlus 3.0
        4. Server Component
        5. Client Component

Approximant Time Table
  • 10 minutes - Documentation Review
    DataPlus for Sage 50 (US)
  •   2 minutes - Approximant Time for PawCom2
  •   1 minutes - Approximant Time for dp3 Database
  •   1 minutes - Approximant Time for DataMirrorForPT
  •   1 minutes - Approximant Time for DataMirrorForPT Configuration
  •   2 minutes - Approximant Time for DataPlus Database Create
  •   1 minutes - Approximant Time for DataPlus Client/Server Configuration
    DataPlus Server Configuration Manager
  •   2 minutes - Approximant Time for DataPlus Auto Import
  •   2 minutes - Approximant Time for MS Task Manager Schedule Import
  • 22 minutes - Total Approximant Time for Server Installation & Configuration
Table of Contents
DataPlus 3.0 Server & Client Installation

DataPlus for Sage 50 (US) Server Installation
    Welcome Screen
  1. Right click DataPlus-PT-Install.exe and "Run as administrator
  2. This will start the DataPlus 3.0 setup wizard.
  3. Click on Next >
    License Agreement
  1. License Agreement
  2. If you agree, click on "I accept the terms in the license agreement"
  3. Click on Next >
    Server Components
  1. If you are going to install just the server component, check "Server Components"
  2. Server Components List
    - ACT! Import
    - Database Components
    - - Master Database
    - - DataMirror for PT
    - - Peachtree Database
  3. Click on Next >
    Server/Client Components
  1. If you are going to install server and client component, check "Server Components" and "Client Components"
  2. Client Components List
    - DataPlus Client
    - Peachtree Component
    - PawCom2
        required by Peachtree Component
  3. Server Components List
    - ACT! Import
    - Database Components
    - - Master Database
    - - DataMirror for PT
    - - Peachtree Database
  4. Click on Next >
    Choose Install Location
  1. Click on Install
    Installing
    PawCom2 Installation
  1. Click on Next >
    PawCom2 License Agreement
  1. If you agree, click on "I accept the terms in the license agreement"
  2. Click on Next >
    PawCom2 Customer Information
  1. User Name: Your user name
  2. Organization: Your organization
  3. Click on Next >
    PawCom2 Destination Folder
    PawCom2 Ready to Install
  1. Click on Install
    PawCom2 Installing
    PawCom2 Wizard Completed
  1. Click on Finish
    dp3 Server Credentials
  1. Server Name: Next
  2. DatabaseName (note, this is the database name you originally created. Installer will add additional components. Choose Integrated Security or uncheck for SQL credentials
  3. Click on Next
    Installer Notice
  1. Notice informing you of installation.
  2. Click on Yes
    Installer Notice
  1. Database not found.
  2. Click on Yes
    Finished
  1. Database upgraded
  2. Click on Finish
    DataMirror Welcome
  1. Database upgraded
  2. Click on Next >
    DataMirror Installation Wizard
  1. Database upgraded
  2. Click on Install
    DataMirror Installation Installing
  1. Database upgraded
  2. Click on Install
    DataMirror Installation Complete
  1. Database upgraded
  2. Click on Install
    DataMirror DefaultMirrorData.xml
  1. Open Windows Explorer
  2. - Browse to (32bit): C:\Program Files\Multiware\DataMirrorForPT
  3. - Browse to (64bit): C:\Program Files (x86)\Multiware\DataMirrorForPT
  4. Edit using Notepad, DefaultMirrorData.xml
    DataMirror DefaultMirrorData.xml
  1. Change .\SQLEXPRESS to your Server\sqlinstancename

    If needed

  2. Username
  3. Password
  4. Save and close

Note: If your sql install does not have an instance name then you should enter servername only.

    DataDisplay for Peachtree
  1. If Select Peachtree Company does not launch, Click on Select Peachtree Company
    Select a Sql Instance
  1. If you did not edit the DataMirror DefaultMirrorData.xml file, then "Select a Sql Instance appears.
  2. Select Instance
  3. Click on OK

Note: If your sql install does not have an instance name then it will not appear in list. Edit your DefaultMirrorData.xml file.

    Select Peachtree Company
  1. Ensure that you have first opened your Sage 50 (US) Company database

    Peachtree Companies Found

  2. Choose Company
  3. Click OK
    DataMirror Configured Company
  1. Minimize window
    Server Credentials
  1. Server Name
  2. DatabaseName (note, this is the database name you originally created. Installer will add additional components. Choose Integrated Security or uncheck for SQL credentials
  3. Click on Next
    DataPlus Database Create
  1. Click Finish
    DataPlus Database Create
  1. Click Next >
    Server Configuration
  1. CHECK to run Server Configuration
  2. Click on Finish

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

    Server/Client Configuration
  1. CHECK to run Server Configuration
  2. CHECK to run Client Configuration
  3. Click on Finish
    Client Configuration Manager
    Master Connection Settings
    Database Configuration
  1. DataPlus Server:
  2. DataPlus Database:
  3. SQL User:
  4. SQL Password:
  5. CHECK for Integrated Security
  6. Test Connection
  7. Click on OK

    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 Close
    Server Configuration Manager
    Master Connection Settings
    Database Configuration
  1. DataPlus Server: ServerName
  2. DataPlus Database: DataBaseName

    Windows Authentication

  3. SQL User: sa
  4. SQL Password: password

    Integrated Security

  5. CHECK for Integrated Security

    Testing Connection

  6. Test Connection
  7. Click on OK

    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 >>
    Configuration
    Application Profiles
  1. Click on PTA

    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: dpDataMirrorForPT 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

Data Display for Peachtree Mirror Sage 50 (US)
    DataMirror Read Peachtree Data
  1. Maximize DataMirror
  2. Menu/Options
    DataMirror Options
  1. Read All Audit Trail Data Uncheck
  2. Enable File Mirror Uncheck
  3. Timer Interval 500
  4. Delay Count 10
  5. Click on Close
    DataMirror Read Peachtree Data
  1. Click on Read Peachtree Data
  2. Click on Start Mirroring
  3. Minimize and keep alive for DataMirror to currently keep DataPlus SQL database updated
    Auto Load DataMirror for Peachtree Mirror
  1. Schedule Task Manager to run DM CheckStart.bat
    Location: Browse to C:\Program Files\Hogan Data\DataPlus 3.0\DmCheckStart.bat" 32 bit
    or
    Location: Browse to C:\Program Files (86)\Hogan Data\DataPlus 3.0\DmCheckStart.bat" 64 bit
    If you do not have the file, please Contact Us
  2. This file will check and see if "DataMirror for Peachtree Mirror" is running, if not start it.

DataPlus ACT! Import Configuration
    Server Configuration Manager
  1. Click on Configure Applications >>
    Configuration
    Application Profiles
  1. Click on PTA

    ACT Import Settings

  2. Import Setting: Click on [ ... ]
    Import Options
    General Options
  1. Check Disable Database Locking
  2. UnCheck Limited Notices
  3. UnCheck Ignore Warnings
  4. UnCheck Skip Date Check
  5. UnCheck Exclude Sample Data
  6. UnCheck Disable ACT time globalization
  7. UnCheck Disable SQL time globalization
  8. Set Server Timeout (minutes) (default = 2)

    Entity Options

  9. UnCheck Disable creation of ACT! Contacts
  10. UnCheck Disable creation of ACT! Companies
    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. UnCheck Create Fields Only

    Import Selection

  13. UnCheck Only Run Selected Items
  14. UnCheck Remove Selected Items (greyed out, unless Selected Items are checked)

    Advanced Options

  15. UnCheck If you are not using Limited Access in ACT!
  16. Check If you are using Limited Access in ACT!

    Select Users and Teams
    If you are using ACT! Limited Access, you can choose:

  17. Specific ACT! Team(s)
  18. Specific ACT! User(s)
  19. Click Okay

    IMPORTANT:
  • If you are not using the ACT! database provided by Hogan Data, for Sage 50 (US), 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 50 (US) 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.
    Configure Profiles
    Application Profile
  1. Right click PTA
    Configure Profiles
    Application Profile
  1. Right click PTA
  2. Click on Generate Sample Import Command
    Sample Command Line
  1. Logs entire line details (We recommend "Verbose Logging")
    Verbose Logging
  2. Click on Copy
  3. Click on Close

    Or

    Limited Logging

  4. Log summary details
  5. Click on Copy
  6. Click on Close
    Import-PT.bat
  1. In Windows, browse to:
    C:\Program Files\Hogan Data\DataPlus 3.0
    or
    C:\Program Files (x86)\Hogan Data\DataPlus 3.0
  2. Create new file "Import-PT.bat"
  3. Right click on Import-PT.bat
  4. Click Edit
  5. Right click Paste

    IMPORTANT

  6. Change DataPlus-Import-Console.exe path to FULL PATH within Quotes(")
    "C:\Program Files\Hogan Data\DataPlus 3.0\DataPlus-Import-Console.exe"
  7. Change Logs path to FULL PATH within Quotes(")
    "C:\Program Files\Hogan Data\DataPlus 3.0\Logs\PT.log"
  8. Save file File/Save
  9. Open Microsoft Scheduler and schedule time to execute the "Import-PT.bat" file.

Sample Line
"C:\Program Files\Hogan Data\DataPlus 3.0\DataPlus-Import-Console.exe" /s /co:"PTA" /pr:"Default" > "C:\Program Files\Hogan Data\DataPlus 3.0\Logs\PTA.log"

    Configure Profiles
  1. Click on Close

DataPlus ACT! Manual Import
    Manual Import
  1. Open ACT!
  2. Click OK
    Note: DataPlus menus have not been configured. We will address this later in KB.
    Manual Import
  1. Tools/DataPlus 3.0/Manual Import
    Manual Import
  1. Click on PTA
  2. Click on Browse
    Employee Only Import
  1. Uncheck Disable Database Locking There may be additional fields to be created
  2. Check Only Run Selected Items
  3. Check PTA: (160) Employee
  4. Click Okay
    Manual Import
  1. Click on Import Selected
    Import Complete
  1. Click on Close
  2. 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.

    Manual Import All
  1. Rerun DataPlus 3.0 Manual Import
  2. Use your default configuration
    Import Complete
  1. Click on Close

DataPlus ACT! User Configuration
    Manual Import
  1. Open ACT!
  2. Click OK
    Note: DataPlus menus have not been configured. When DataPlus is configured in the following steps, this message will be disabled.
    Manage Permissions
  1. Open Sage ACT!

    Notice: No configuration

  2. No user configuration has been setup.
  3. Click OK

    Manage Permissions

  4. Tools/DataPlus 3.0/Manage Permission
    View Permissions
    Current Connections
  1. Click Sage 50

    Permissions

  2. Click View Permissions
  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
    Misc Permissions

    Permissions

  1. Click Misc Permissions
  2. Check Box for each "Task" that will be accessed by "ACT! User"
  3. Export - export view to excel
  4. Report - crystal report for view
  5. Manage - N/A
  6. Sage 50 Push - create/edit customers from ACT! to Sage 50
  7. View - enable views in ACT! DataPlus tab (overrides View Permissions)
  8. You can double click the header or row to check or uncheck all

  Note:

    Green fields in ACT! are read only fields. Only ACT! Administrators have write access to fields. Therefore, if "Peachtree Push" is enabled, users other than Administrators can Edit contact, but they cannot create contact. In order for non-administrator users to create contacts, necessary fields must be available. For database integrity, we don't recommend this.
    Sales Representative Permissions

    Permissions

  1. Click Sales Representative
  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

Note:

  • Most views have the "Sales Representative" from Sage 50 (Peachtree) 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".

Installation, configuration, and connection to your Sage 50 (US) application is complete.


Related FAQs
DataPlus 3.0 Sage 50 US Accounting - Client Installation
DataPlus SQL Security

Direct Link to This FAQ
http://kb.hogandata.com/?f=5

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