Topics > DataPlus Sage Accounting Integration > DataPlus 4.0 Sage 100 > FAQ ID # 61

FAQ ID # 61
Last Update : 2018/09/21
Print this FAQ

Question / Issue
DataPlus 4.0 Sage 100 - Server Installation

Answer / Solution
PROGRAM: DataPlus for Sage 100 - Server Installation
Table of Contents
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

    Sage 100 application uses 32 bit ODBC provider, therefore DataPlus will install a 64 bit driver.
    Sage 100
  1. Version: Sage 100 2013 or higher
  2. Sage 100 installed (Standard or Advanced)
  3. Company Maintenance - Allow External Access
  4. Sage 100 User Name and Password with Administrative rights (we recommend a dedicated user)
  5. Sage 100 Company(s) fully converted in "Sage 100 Company Maintenance"
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 Sage 100 installer (DataPlus-Sage100ERP-Install.exe)
  2. Act! database for Sage 100
    1. Hogan Data provides a Act! database with the purchase of DataPlus for Sage 100 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
  4. Sage 100 active modules

Network Environment
Scenario 1
    Sage 100 installed on Server 1
  • Install SQL Instance
    - Mixed Mode
    - Security add Domain Admins
  • Install DataPlus for Sage 100 (Server)
    - Server Components
    - - Database Components
    - - - Master Database
    - - - Sage 100 Database
    - - - - Optional Modules

    Act! installed on Server 2

  • Install SQL Management Studio
  • Install DataPlus for Sage 100 (Server/Client)
    - Client Components
    - - DataPlus Client
    - - Sage 100 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
    Sage 100 installed on Server 1

    Act! installed on Server 1
    Install SQL Instance
    - Mixed Mode
    - Security add Domain Admins
    Install SQL Management Studio
    Install DataPlus for Sage 100 (Server/Client)

Scenario 3
    Sage 100 installed on Server 1
  • Install SQL Instance
    - Mixed Mode
    - Security add Domain Admins
  • Install DataPlus for Sage 100 (Server)
    - Server Components
    - - Database Components
    - - - Master Database
    - - - Sage 100 Database
    - - - - Optional Modules

    Act! installed on Client 1

  • Install SQL Management Studio
  • Install DataPlus for Sage 100 (Server/Client)
    - Client Components
    - - DataPlus Client
    - - Sage 100 Client
    - Server Components
    - - Act! Import
Scenario 4
    Sage 100 installed on Client 1

    Act! installed on Client 1
    Install SQL Instance
    - Mixed Mode
    - Security add Domain Admins
    Install SQL Management Studio
    Install DataPlus for Sage 100 (Server/Client)

Default & Optional Modules
Default Modules
  • C/I Common Information
  • B/I Business Insights
  • G/L General Ledger
  • A/R Accounts Receivable
  • A/P Accounts Payable
  • I/M Inventory Management
  • S/O Sales Order
  • P/O Purchase Order
  • I/T eBusiness Manager
Default Modules must be active 		Optional Modules
  • P/R Payroll
  • B/M Bill of Materials
  • R/A Return Merchandise
  • J/C Job Cost
  • W/O Work Order
  • T/C TimeCard

DataPlus for Sage 100 - Server Installation
    Welcome Screen
  1. Right click DataPlus-S100ERP-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. Scroll down to "Sage 100 Standard Database"
  3. Check Sage 100 Standard Database
  4. Scroll down to "Optional Modules"
    Server Component Modules
  1. Check which Modules you have installed
    - P/R - Payroll
    - B/M - Bill of Materials
    - R/A - Return Merchandise
    - J/C - Job Cost
    - W/O - Work Order
    - T/C - Time Card(requires P/R)
    Default modules must be active. You can add additional modules at a later time
  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 >
    Sage 100 Logon
  1. Company Code: SageCompanyCode
  2. User Logon: adminusername
  3. Password: password
  4. Click on Next >
    Choose Install Location
  1. Click on Install
    Installing
    dp3 Server Credentials
  1. Server Name: ServerName\Instance SQL Instance if applicable
  2. Database Name: dpS100_ABC database name

    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 created
  2. Click on Finish
    Installing
    SageODBC64Installer
    Installing
    If your machine is 64bit and SQL is 64bit then 64bit ODBC driver will install
    SageODBC64Installer
  1. Execute SageODBC64Installer.exe As Administrator
  2. Click on Next >>
    ODBC Data Source Administrator
  1. Click on Install
    ODBC Data Source Administrator
  1. Click on Finish
    Server Credentials
    Sage 100 Settings
  1. Sage Database: S100_ABC

    DataPlus Server Settings

  2. Server Name: ServerName\Instance SQL Instance if applicable
  3. Database Name: dpS100_ABC
  4. User: sa
  5. Password: password
  6. Or Check if you want integrated security
  7. Click on Next >

If Sage 100 default modules are not active, installation will fail

    Installer Notice
  1. Notice informing you of installation.
  2. Click on Yes
    Finished
  1. Database upgraded
  2. Click on Finish
    DataPlus Database Create
  1. Click Next >
    Server Configuration
  1. unCHECK to run Server Configuration
  2. Click on Finish
    Server/Client Configuration
  1. unCHECK to run Server Configuration
  2. unCHECK to run Client Configuration
  3. Click on Finish
    Client Configuration Manager
    Master Connection Settings
    Database Configuration
  1. DataPlus Server: ServerName\SqlInstance
  2. DataPlus Database: dpDataBaseName

    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: DataPlus 4.0\Reports (reserved for future)
  9. Logging Options:
  10. unCHECK Log Warnings
  11. unCHECK Log Notices
  12. unCHECK Log Debugs
  13. Click on Save
  14. Click on Close

DataPlus Server and DataPlus Database fields will pre-populate based on installation configuration.

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

    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: DataPlus 4.0\Reports (reserved for future)
  9. Logging Options:
  10. unCHECK Log Warnings
  11. unCHECK Log Notices
  12. unCHECK Log Debugs
  13. Click on Save
  14. Click on Configure Applications >>

DataPlus Server and DataPlus Database fields will pre-populate based on installation configuration.

    Configuration
    Application Profiles
  1. Click on S100

    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: dpS100 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 S100

    ACT Import Settings

  2. Import Setting: Click on [ ... ]
    Import Options
    General Options
  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 Opportunities
    If importing opportunities is enabled, leaving option UnChecked for "Import Opportunities" will disable any changes to be made with "Closed" opportunities.
  10. Set Server Timeout (minutes) (default = 2) (you can increase this as needed)

    Entity Options

  11. UnCheck Disable creation of Act! Contacts
  12. 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!
  13. UnCheck Disable creation of Act! Groups
  14. UnCheck Only Import Primary Contacts
    Check "Only Import Primary Contacts" if you only want to import primary contacts.
  15. UnCheck Create Fields Only

    Import Selection

  16. UnCheck Only Run Selected Items
  17. UnCheck Remove Selected Items (greyed out, unless Selected Items are checked)

    Advanced Options

  18. UnCheck If you are not using Limited Access in Act!
  19. Check If you are using Limited Access in Act!

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

  20. Specific Act! Team(s)
  21. Specific Act! User(s)

    Post/Pre Processing

  22. Pre-Process Exe: Leave blank
  23. Arguments: Leave blank
  24. Post-Process Exe:Leave blank
  25. Arguments: Leave blank
  26. Click Okay

    IMPORTANT:
  • If you are not using the Act! database provided by Hogan Data, for Sage 100, 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 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. Click Close

DataPlus - Microsoft SQL Security
    Recommended Microsoft SQL Security
    User Mapping
  1. Windows Login Options (use either type)
    - Type: Windows User
    - Type: Windows Group
    Use existing windows/active directory group or create new windows/active group and add users to group. Example: DataPlus
  2. DataPlus database
    - db_owner
    - dp3_owner
    - s100)_owner
    Creating Security Login Settings
  1. Connect to server using SSMS
  2. Click Connect
    Creating Security Login Settings
    Security
  1. Expand Security
  2. Right click Logins
  3. Choose New Login...
    Creating Security Login Settings Security
  1. Login name: Search...
    Creating Security Login Settings
    Security
  1. Enter the object name to select YourUserOrGroup
Ensure the User and Group is included in "Object Types..."

Ensure that "Entire Directory" is chosen in "Locations..."

    Creating Security Login Settings

    User mapped to this login:

  1. Check dpS100_ABC

    Database role membershiip for: dpS100_ABC

  2. Check db_owner
  3. Check dp3_owner
  4. Check s100_owner
  5. Click on OK
    Creating Security Login Settings
  1. New user established
  2. Repeat the process to add user or group

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 S100
  2. Click on Browse
    Salesperson/Employee Only Import
  1. Check Enable Database Locking
    There may be additional Act fields to be created.
  2. Check Only Run Selected Items
  3. Check S100: (600) Salesperson
    Check S100: (601) Salesperson Headers
  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. Check Enable Database Locking
    There may be additional Act fields to be created.
  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 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

    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 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".
    DataPlus Activation
  1. Start
  2. All Programs/Hogan Data/DataPlus 4.0
  3. Right click DataPlus 4.0 Activation
    We highly recommend activating as "Domain Administrator" or "Local Administrator".
    DataPlus Activation
  1. Run as administrator preferably the domain administrator
    or
  2. Run as different user preferably the domain administrator
    DataPlus Activation
  1. Click Next
    DataPlus Activation
  1. Copy your serial code from your "Client Portal"
  2. Click Paste Serial
  3. Click Next
    DataPlus Activation
  1. Connecting to the DataPlus registration service
    DataPlus Activation
  1. Click Finish

Installation, configuration, and connection to your Sage 100 application is complete.


Related FAQs
DataPlus 4.0, 3.0 Auto Import
DataPlus SQL Security
DataPlus 4.0 Sage 100 - Client Installation
DataPlus 4.0 Sage 100 - Act! Database Configuration
DataPlus 4.0 Sage 100 - Contact Push Configuration
DataPlus 4.0 Sage 100 - Messages
DataPlus for e-automate - Uninstall Version 3.0

Direct Link to This FAQ
http://kb.hogandata.com/?f=61

Back to Top