FAQ ID # 60
Last Update : 2016/08/15
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DataPlus 4.0 Sage 100 Contractor - Server Installation

Answer / Solution
PROGRAM: DataPlus for Sage 100 Contractor - Server Installation
Table of Contents
DataPlus 4.0 Server & Client Installation DataPlus 4.0 Server & Client Installation
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 or 64 Bit Operating Systems
  1. MS SQL Server or MS SQL Express instance 32 bit
    Sage 100 application uses 32 bit ODBC, therefore SQL must be 32 bit application.
    - SQL 2012     Microsoft Download [SQL Server Express with Tools]
    - SQL 2008 Microsoft Download [Microsoft SQL Server 2008 R2 RTM - Management Studio Express]
    - Do not use the ACT! instance of SQL
  2. SQL Server Management Studio
  3. Microsoft Visual FoxPro Driver: Verify existance, if not download if needed
    Sage 100 Contractor installs and uses Microsoft Visual FoxPro Driver

    Sage 100 Contractor

  4. Sage 100 Contractor installed
  5. ODBC System DSN Data Source for Sage 100 Contractor
  6. SQL Linked Server to the Sage 100 Contractor

What you need for installation.
  1. DataPlus for Sage 100 Contractor installer (DataPlus-Sage100-Install.exe)
  2. Sage ACT! database for Sage 100 Contractor
    - Hogan Data provides a Sage ACT! database with the purchase of DataPlus for Sage 100 Contractor Application
    - Or you can use your existing database (NOTE: There will be new fields created & will have to be added to layout)
  3. Sage 100 Contractor open
  4. File: "DataPlusS100_LinkedServerFoxPro32Bit.sql" (The script can be found in your "Client Portal" under "Files & Folders" "Download")

ODBC Data Source for Sage 100 Contractor
    ODBC Data Source Administrator
  1. Open Data Sources (ODBC)
    For a 64 bit machine "Run"
    %WINDIR%\SysWOW64\odbcad32.exe
  2. Click on System DSN tab
Sage 100 Version 2013 & 2012
    ODBC Data Source Administrator
  1. Click on Add
    Create New Data Source
  1. Scroll and choose Microsoft Visual FoxPro Driver
  2. Click Finish

    Create New Data Source
  1. Data Source Name: Sage100
  2. Description: Sage100 (Optional)
  3. Database type: Free Table directory
  4. Path: [dr]:\path\to\your\directory
  5. Click OK

    Create Linked Server
    Before you continue, execute "DataPlusS100_LinkedServerFoxPro32Bit.sql".
    The script can be found in your "Client Portal" under "Files & Folders" "Download"
    Execute Sage 100 Schema
  1. Open Microsoft Management Studio
  2. Create New Query
  3. Open DataPlusS100_LinkedServerFoxPro32Bit.sql
  4. Change: @datasrc
  5. Execute
  6. Close or minimize MMS
EXEC master.dbo.sp_addlinkedserver
@server = 'Sage100',
@srvproduct='Visual FoxPro',
@provider='VFPOLEDB',
@datasrc='C:\MB7\Sample Company',
@provstr='VFPOLEDB.1'

DataPlus for Sage 100 Contractor - Server Installation

    Welcome Screen
  1. Right click DataPlus-Sage100-Install.exe and "Run as administrator
  2. This will start the DataPlus 4.0 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. Click on Next >
    Server/Client Components
  1. If you are going to install server and client component, check "Server Components" and "Client Components"
  2. Click on Next >
    Choose Install Location
  1. Click on Install
    Installing
    dp3 Server Credentials

    Server Settings

  1. Server Name: ServerName\SqlInstance
  2. Database Name: dpS100

    Credential Settings

  3. User: sa
  4. Password: password
  5. Check if you want integrated security
  6. 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
    dp3 Server Credentials

    Sage 100 Server Settings

  1. Sage Database: Sage100

    DataPlus Server Settings

  2. Server Name: ServerName\SqlInstance
  3. Database Name: dpS100
  4. User: sa
  5. Password: password
  6. Or Check if you want integrated security
  7. Click on Next >
    Installer Notice
  1. Notice informing you of installation.
  2. Click on Yes
    DataPlus Database Create
  1. Click Finish
    DataPlus Database Create
  1. Click Next >
    Server Configuration
  1. CHECK to run Server Configuration
  2. Click on Finish
    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 S50

    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: dpS50 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! Import Configuration

    Server Configuration Manager
  1. Launch "DataPlus 4.0 Server Configuration
  2. Click on Configure Applications >>
Windows Start/All Programs/Hogan Data/DataPlus 4.0/DataPlus 4.0 Server Configuration

    Configuration
    Application Profiles
  1. Click on S50

    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
    Check "Only Import Primary Contacts" if you only want to 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 100 Contractor, 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 Contractor 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.
    Configure Profiles
    Application Profile
  1. Right click S50
    Configure Profiles
    Application Profile
  1. Right click S50
  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-S100.bat
  1. In Windows, browse to:
    C:\Program Files\Hogan Data\DataPlus 4.0
    or
    C:\Program Files (x86)\Hogan Data\DataPlus 4.0
  2. Create new file "Import-S100.bat"
  3. Right click on Import-S100.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 4.0\DataPlus-Import-Console.exe"
  7. Change Logs path to FULL PATH within Quotes(")
    "C:\Program Files\Hogan Data\DataPlus 4.0\Logs\S100.log"
  8. Save file File/Save
  9. Open Microsoft Scheduler and schedule time to execute the "Import-S100.bat" file.
During the installation process, "Import-S50CA (??BIT).bat" file was created at "C:\Program Files\Hogan Data\DataPlus 4.0" or "C:\Program Files (x86)\Hogan Data\DataPlus 4.0"

This bat file will serve the "Default" configuration for import.

Sample Line
"C:\Program Files\Hogan Data\DataPlus 4.0\DataPlus-Import-Console.exe" /s /co:"S50" /pr:"Default" > "C:\Program Files\Hogan Data\DataPlus 4.0\Logs\S50.log"

    Configure Profiles
  1. Click on Close

DataPlus ACT! Manual Import

    Using Empty Act! Database

    Manual Import

  1. Open ACT!
  2. Click OK
    Note: DataPlus menus have not been configured. We will address this later in KB.
    Manual Import
    If you are using your own custom Act! database, you will need to create custom fields. See Act! Database Configuration
  1. Tools/DataPlus 4.0/Manual Import
    Manual Import
  1. Click on S50
  2. Click on Browse
    Employee Only Import
  1. Ensure that Disable Database Locking is unchecked
  2. Check Only Run Selected Items
  3. Check S50: (160) Employee
  4. Click Okay
    Manual Import
  1. Click on Import Selected
    Import Complete
  1. Click on Close

    DataPlus Import

  2. Click on Close

    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 Manual Import
  2. Ensure that Disable Database Locking is unchecked
  3. Use your default configuration
    Import Complete
  1. Click on Close

    DataPlus Import

  2. 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 4.0/Manage Permission
    View Permissions
    Current Connections
  1. Click Sage 100 CA

    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. View - enable views in ACT! DataPlus tab (overrides View Permissions)
  4. Export - export view to excel
  5. Report - reserved for future use.
  6. Manage - reserved for future use.
  7. You can double click the header or row to check or uncheck all
    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 100 Contractor 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 100 Contractor application is complete.


Related FAQs
DataPlus 4.0 Sage 100 Contractor - Client Installation
DataPlus 4.0 Sage 100 Contractor - Act! Database Configuration
DataPlus 4.0 Sage 100 Contractor - Company Push

Direct Link to This FAQ
http://kb.hogandata.com/?f=60

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