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FAQ ID # 52
Last Update : 2017/09/15
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Question / Issue
DataPlus 4.0 QuickBooks - Server Installation

Answer / Solution
PROGRAM: DataPlus 4.0 for QuickBooks - Server Installation
Table of Contents
QuickBooks Remote QuickBooks Harvester Configure Automated Processes Import QuickBooks Data Configure DataPlus Configure QuickBooks Push

Prerequisite for individual performing Server Install
IMPORTANT: You should not attempt server installation if you are not experienced with the following:
Microsoft Windows Experience
  • Windows Domain
  • Windows Security
  • Windows Firewall
  • Windows Active Directory
  • Windows User Rights
  • Windows User Configuration
  • Windows Universal Access Control (UAC)
  • Windows Group Policy
  • Windows Local Security Policy
  • Windows Services
  • Windows Ports
Microsoft SQL Experience
  • SQL Server or Express
  • SQL Server Management Studio (SSMS)
  • SQL Security
Third Party Software
  • Anti-virus installed on network

What you need prior to installation.
    32 Bit OS Operating Systems
  1. Create MS SQL Server or MS SQL Express 32 bit instance
    1. You can use the Act! instance of SQL
    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. You can use the Act! instance of SQL
    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

    QuickBooks application uses 32 bit ODBC provider, therefore DataPlus will install a 64 bit driver.
    QuickBooks
  1. Version: QuickBooks 2013 or higher
  2. QuickBooks installed (Pro, Premium or Enterprise)Note: DataPlus for QuickBooks 4.0 and it's SQL instance must be installed where QuickBooks application is installed.
  3. Company file location. Path and company file name.
  4. To find location from within QuickBooks tap the F2 key (or use CTRL + 1). A screen will pop up that shows information about your QuickBooks data file, and among that will be a box that shows the location of your file.
Use existing windows/active directory group or create new windows/active group and add users to group. Example: DataPlus

What you need for installation.
  1. DataPlus for QuickBooks installer (DataPlus-QB-Install.exe)
  2. Act! database for QuickBooks
    1. Hogan Data provides an Act! database with the purchase of DataPlus for QuickBooks Application
    2. Or you can use your existing database
      There will be new fields created & will have to be added to layout
    3. Review Act! Act! Database Configuration
  3. Act! Administrator username and password

Network Environment
Scenario 1
    QuickBooks installed on Server1
  • Install SQL Instance
    - Mixed Mode
    - Security add Domain Admins
  • Install DataPlus for QuickBooks (Server)
    - Server Components
    - - Database Components
    - - - Master Database
    - - - QuickBooks Database
    - - - - Optional Modules

    Act! installed on Server2

  • Install SQL Management Studio
  • Install DataPlus for QuickBooks (Server/Client)
    - Client Components
    - - DataPlus Client
    - - QuickBooks Client
    - Server Components
    - - Act! Import
SQL Management Studio can be installed on Server 1. We recommend Server 2 to lesson overhead on server and OS. 		Scenario 2
    QuickBooks installed on Server1

    Act! installed on Server1
    Install SQL Instance
    - Mixed Mode
    - Security add Domain Admins
    Install SQL Management Studio
    Install DataPlus for QuickBooks (Server/Client)

Scenario 3
    QuickBooks installed on Server1
  • Install SQL Instance
    - Mixed Mode
    - Security add Domain Admins
  • Install DataPlus for QuickBooks (Server)
    - Server Components
    - - Database Components
    - - - Master Database
    - - - QuickBooks Database
    - - - - Optional Modules

    Act! installed on Client1

  • Install SQL Management Studio
  • Install DataPlus for QuickBooks (Server/Client)
    - Client Components
    - - DataPlus Client
    - - QuickBooks Client
    - Server Components
    - - Act! Import
Scenario 4
    QuickBooks installed on Client1

    Act! installed on Client1
    Install SQL Instance
    - Mixed Mode
    - Security add Domain Admins
    Install SQL Management Studio
    Install DataPlus for QuickBooks (Server/Client)

DataPlus for QuickBooks - Server Installation
    User Account Control
  1. The following will create a DataPlus SQL database in SQL instance
  2. Insure that proper permissions have been given in SQL
  3. Right click 'DataPlus-QB-Install.exe' and "Run as administrator"
  4. Click on Yes
    Welcome Screen
  1. The following will create a DataPlus SQL database in SQL instance
  2. Insure that proper permissions have been given in SQL
  3. Right click 'DataPlus-QB-Install.exe' and "Run as administrator"
  4. Click on Next >
    License Agreement
  1. If you agree, click on "I accept the terms in the license agreement"
  2. Click on Next >
    Server Components
  1. If you are going to install just the server component, check "Server Components"
  2. Server Components List
    - Integration Components
    - - ACT! Import
    - - QuickBooks Harvestor
    - - QuickBooks Remote
    - Database Components
    - - Master Database
    - - QuickBooks Database 4.0
  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
    - dpQuickBooks Component
    - Crystal Reports
  3. Server Components List
    - Integration Components
    - - ACT! Import
    - - QuickBooks Harvestor
    - - QuickBooks Remote
    - Database Components
    - - Master Database
    - - QuickBooks Database 4.0
  4. Click on Next >

    Choose Location
  1. Choose the folder in which to install DataPlus 4.0
  2. Click on Install
    Installing
    Server Credentials
    Server Settings
  1. Server Name: ServerName\Instance SQL Instance if applicable
  2. Database Name: dpQuickBooks database name
    Credential Settings
  3. User: sa
  4. Password: password
  5. Check if you want integrated security
  6. Click on Next >
    Notice of Installation
  1. Click on Yes
    Database Create
  1. Click on Yes
    Database Create Finished
  1. Click on Finish
    QuickBooks Credentials
    QuickBooks Setting
  1. Company DB: dpSAMPLEPRODUCT
    Note: QuickBooks database name

    DataPlus Server Settings

  2. Server Name: ServerName\Instance SQL Instance if applicable
  3. Database Name: Database DataPlus database name
  4. User: sa SQL or Windows user name
  5. Password: password user name password
  6. Check if you want integrated security
  7. Next >
    DataPlus Master Credentials
    QuickBooks Setting
  1. Company DB: dpSAMPLEPRODUCT
    Note: QuickBooks database name

    DataPlus Server Settings

  2. Server Name: ServerName\Instance SQL Instance if applicable
  3. Database Name: Database DataPlus database name
  4. User: sa SQL or Windows user name
  5. Password: password user name password
  6. Check if you want integrated security
  7. Next >
    Notice of Installation
  1. Click on Yes
    QuickBooks Installer Complete
  1. Click on Finish
    Installation Complete
  1. Click on Next
    Server Configuration
  1. CHECK to run Server Configuration
  2. Click on Finish
    Server Configuration
  1. CHECK to run Server Configuration
  2. Click on Finish
    Client Configuration
    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 Configure Applications >>
    Configuration
    Application Profiles
  1. Click on QB

    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: dpQuickBooks 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
    Configuration
    Application Profiles
  1. Click on QBR
    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: dpQuickBooks 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

    Application Specific Settings

  15. Company (QuickBooks Company)
  16. Server (Where QuickBooks is installed)
  17. Click on Update
  18. Click on Close
    Server Configuration
    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

QuickBooks Remote
    Start QuickBooks Remote
  1. Open QuickBooks Company with Administrator user
  2. Ensure QuickBooks is in "Single-user Mode"
  3. Click on Start/All Programs/Hogan Data/dpQuickBooks/QuickBooks Remote
  4. QuickBooks Remote Started

QuickBooks Harvester
    Start QuickBooks Harvester
  1. Click on Start/All Programs/Hogan Data/dpQuickBooks/QuickBooks Harvester

    Harvest Configuration

    Entity Selection

  2. Choose All Entities This will sync all QuickBooks entities to your SQL database
  3. Choose Ad Hoc Entities This will sync only chosen QuickBooks entities to your SQL database

    There are specific DataPlus menu items that are dependent on each entity. Therefore information relating with unchecked entities will not display data.

  4. Start Harvest
  5. Are you sure you want to start the harvest now?Yes

    More information on configuration of Harvester can be found here.
    Ready To Harvest
  1. Right click "dp" icon on task bar and choose Open Status Window
  2. Click on Start Harvest
    QB Application With No Certificate
  1. Click on Yes, always; allow even if QuickBooks is not running
  2. Click on Continue...
    QB Certificate Confirm to Proceed
  1. Click on Yes
    QB Certificate Access Confirmation
  1. Click on Done
  3. Click on OK
    Harvester Processing
    Harvester Processing Summary

    When completed any warnings or errors will be displayed. If you get a warning or error you can double click the message for full revew.

  1. Choose Close & Review If you have any warning or errors that you would like to review.
  2. Choose Close

    Your QuickBooks data has been wynced with DataPlus SQL.

DataPlus Auto Import Configuration
    Configure DataPlus Auto Import
  1. Click on Start/All Programs/Hogan Data/DataPlus 4.0/DataPlus 4.0 Server Configuration
  2. Click on Configure Applications >>
    Master Connection Settings
    Application Profile
  1. Click QB

    ACT Import Settings

  2. Click on "Import Options:" [ ... ]
    Import Options
    General Options
    You do not need to make a change unless current setting want to be modified.

  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 Oppertunities
  10. Click on 2 to change Server Timeout (minutes) if more time is needed to perform SQL connection

    Entity Options

  11. UnCheck Disable creation of ACT! Contacts
  12. UnCheck Disable creation of ACT! Companies
  13. UnCheck Only import Primary Contacts
  14. UnCheck Create fields Only

    Advanced Options

  15. Check Limited Access if you are using Limited Access in your ACT! database
  16. Type User/Team in open dialog box for entities to have access to imported contacts (at least 1 entity needs to be listed. example "Administrators")

    Import Selection

  17. UnCheck Only Run Selected Items unless you plan on just importing specific entities.

  18. Click Okay
    DataPlus Configuration Manager
    Application Profiles
  1. Click Update

DataPlus Auto Import & QuickBooks Harvester
    Schedule DataPlus Auto Import
    Full Import
  1. Open Microsoft Task Scheduler
  2. Create Task
    Create Task
    General
  1. Name DataPlus Full Import
  2. Choose Run whether user is logged on or not
  3. Check Run with highest privileges
  4. Click on Triggers Tab
    Create Task
    Trigger
  1. Click on New
    Create Task
    Settings
  1. Click on Daily
  2. Select Start date and time
  3. Click OK
    Create Task
    Create Task
  1. Click Action Tab
  2. Click New
    Create Task
    Create Task
  1. Browse to C:\Program Files\Hogan Data\DataPlus 4.0
  2. Choose Import-QBHD (TSD32BIT).bat
  3. Add arguments (optional): C:\Program Files\Hogan Data\DataPlus 4.0
  4. Click OK
    Create Task
  1. Click OK
    Create Task
  1. Click OK
    Schedule DataPlus Auto Import
    Full Import
  1. Open Microsoft Task Scheduler
  2. Create Task
  3. Repeat the above process for Harvestor. Use Import-QBH (TSD32BIT).bat for a 32 bit machine or Import-QBH (TSD64BIT).bat for a 64 bit machine.

Import QuickBooks Employees Only
    Manual Import Settings
  1. Open ACT
  2. Click on Menu Tools/DataPlus 4.0 Manual Import

    Application Profile

  3. Click on Tab QB
  4. Click on [..] to configure settings
    Manual Import Settings
    Import Options
  1. Uncheck Limited Access if you earlier chose to use Limited Access
  2. Check Only Run Selected Items
  3. Check QB (500) Employee
  4. Check QB (501) Employee Headers
  5. Click Okay
    Manual Import Settings
    Import Options
  1. Click Import Selected
    Manual Import Settings
    DataPlus Import
  1. Click Import Selected
  2. Click Close
    Create ACT! Users
  1. Click on Menu Tools Manage Users
  2. Click Create New User
    Create ACT! Users
  1. Click Create User from Contact
    Create ACT! Users
  1. Click Choose Contact
    Create ACT! Users
  1. Enter user information
  2. Choose Security Role
  3. Choose Finish
    Create ACT! Users
  1. Repeat the process for each ACT! user
  2. Click Close

Configure DataPlus
    DataPlus Configuration
  1. Open ACT
  2. Click on Menu Tools/DataPlus 4.0 Manage Permissions
    Permission Manager
  3. Click on QuickBooks

    View Permissions

  4. Double click Administrator header
  5. Double click Manager header
  6. Check View name under Standard
  7. Check View name under Restricted
  8. Check View name under Browse
    Note: Each checked view will enable ACT! user to view the menu item in DataPlus tab.
  9. Click on Tab Misc Permissions
    DataPlus Configuration
    Permission Manager

    Misc Permissions

  1. Check appropriate column for each ACT! User
  2. Export (export to excel)
  3. Report (Crystal Report)
  4. Manage (Ignore, leave unchecked)
  5. QuickBooks Push (Push ACT! contact to QuickBooks)
  6. QuickBooks Invoice Push (Create invoice in QuickBooks)
  7. View (view menu items in DataPlus tab)
  8. Click on Tab Misc Permissions
    DataPlus Configuration
    Permission Manager

    Sales Representatives

  1. Check appropriate column for each ACT! User Note: This allows users to view menu items where User Name = QuickBooks Sales Representative
  2. Click Save
  3. Click OK
  4. Click Close
  5. Click Yes
  6. Click OK

Configure Quickbooks Push
    dpQuickBooks Configuration
  1. Open ACT
  2. Click on Menu Tools/dpQuickBooks Configure Quickbooks Push
    Configuration List
  3. Click on Add New
    dpQuickBooks Configuration
    Configuration List
  1. Click on New Configuration 1
    Selected Configuration
  2. Click on New Configuration 1
  3. Change text from New Configuration 1 to Contact Mapping
    dpQuickBooks Configuration
    Invoice Mapping
  1. Click Mapping Type ACT! Opportunity
    dpQuickBooks Configuration
    Integration Options
  1. Click Tab Integration Options
    dpQuickBooks Configuration
    Integration Options
  1. Check Use This Configuration For Contact Push

    Identifier Configuration

  2. Customer Field Customer Number
  3. Employee Field Employee Number
  4. Vendor Field Vendor Number
  5. Invoice Field Invoice Reference
  6. Click Save
  7. Click OK
  8. Click Close
  9. Click Yes
  10. Click OK

Installation, configuration, and connection to your QuickBooks application is complete.


Related FAQs
Error connecting to SQL Server. A network-related or instance-specific error occured while establishing a connection to SQL server!
DataPlus 4.0 QuickBooks - Client Installation
DataPlus 4.0 QuickBooks - Act! Database Configuration
DataPlus 4.0 QuickBooks - Harvester

Direct Link to This FAQ
http://kb.hogandata.com/?f=52

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