FAQ ID # 69
Last Update : 2018/02/01
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Question / Issue
DataPlus 4.0 e-automate - Server Installation

Answer / Solution
PROGRAM: DataPlus 4.0 for e-automate - Server/Client 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.
    Microsoft SQL Server/Express
  1. MS SQL Server or MS SQL Express instance - SQL 2014 | 2012 | 2008
  2. SQL Server Management Studio (SSMS)
  3. Understanding roles in SQL Server security
    1. Database-Level Roles msdn
    2. Security msdn
    e-automate
  1. Installed
    Act
  1. Act Premium Windows installed
  2. Act Premium Web installed (if being used)
  3. DataPlus Act database restored and configured


What you need for installation
  1. DataPlus for e-automate
    1. File: DataPlus-Eautomate-Install.exe


Network Environment
Scenario 1
    Server 1: e-automate installed
  • e-automate SQL Instance
  • e-automate database

    Server 2: Act Premium Windows

  • SQL Management Studio (SSMS)
  • Act will install SQL instance
  • Shared Act database
  • Install DataPlus for e-automate (Server/Client)
    1. DataPlus install configuration to e-automate SQL Instance
    2. Server Components
      1. Database Components
      2. Master Database
      3. e-automate Database
    3. Client Components
      1. DataPlus Client
      2. e-automate Client

    Server 3: Act Premium Web

  • IIS configured
  • Act Premium Web
  • SQL Instance not necessary
  • Act configured for database on Server 2
Scenario 2
    Server 1: e-automate installed
  • e-automate SQL Instance
  • e-automate database

    Server 2: Act Premium Web or Windows

  • IIS configured
  • SQL Management Studio (SSMS)
  • Act will install SQL instance
  • Shared Act database
  • Install DataPlus for e-automate (Server/Client)
    1. DataPlus install configuration to e-automate SQL Instance
    2. Server Components
      1. Database Components
      2. Master Database
      3. e-automate Database
    3. Client Components
      1. DataPlus Client
      2. e-automate Client
Scenario 3
    Server 1: e-automate installed
  • e-automate SQL Instance
  • e-automate database

    Server 1: Act Premium Web or Windows

  • IIS configured
  • SQL Management Studio (SSMS)
  • Act will install SQL instance
  • Shared Act database
  • Install DataPlus for e-automate (Server/Client)
    1. DataPlus install configuration to e-automate SQL Instance
    2. Server Components
      1. Database Components
      2. Master Database
      3. e-automate Database
    3. Client Components
      1. DataPlus Client
      2. e-automate Client


DataPlus Installation
    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-EA-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 >
    Choose Components
    Where Act software is installed
  1. Check 'Client Components'
    1. DataPlus Client
    2. e-automate Client
  2. Check 'Server Components'
    1. Act Import
    2. Master Database
    3. e-automate Database
  3. Click on Next >
    Choose Location
  1. Choose the folder in which to install DataPlus
  2. Click on Install
    Installing
    Server Credentials
    Server Settings
    e-automate SQL Instance
  1. Server Name: ServerName\Instance SQL Instance if applicable
  2. Database Name: dpe-automate 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
    e-automate Installer
    e-automate Setting
  1. Company DB: CoEA
    Note: e-automate 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
    Database Create
  1. Click on Yes
    e-automate Installer Complete
  1. Click on Next


DataPlus Setup and Configuration
    Server Configuration
  1. CHECK Both Run Server Configuration and Run Client Configurion
  2. Click on Finish
    Client Configuration Manager
  1. CHECK to run Client Configuration
  2. Click on Close
    Server Configuration Manager
  1. Click on Configure Applications >>
    Configuration
    Application Profiles
  1. Click on EA

    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. Server: ServerName\Instance SQL Instance if applicable
  9. Database: dpe-automate DataPlus database name
    - - Security
  10. SQL User: sa
  11. SQL Password: password
    - - Or
  12. Check if you want integrated security
  13. Test Connection
  14. Click on OK

    Act Import Settings

  15. Import Options: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. Check 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. Contacts that are not listed in the e-automate Company "Attn To" field will not import.
  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:
  • By default, if the "Sales Representative" in e-automate 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.
    Configuration
    Application Profile
  1. Right click EA

    Your Configuration is Complete

  2. Click on Update
  3. Click on OK
  4. Click on Close


DataPlus Act! Manual Import
    Manual Import
  1. Open Act!

    Warning: No menus found

  2. DataPlus Permissions have not been granted
  3. Click on OK to continue and "Manage Permission" (Recommended)
  4. Check Do not show again if you don't plan on Managing Permission and have DataPlus "Tab" disabled
    Manual Import
  1. Click on Tools from Act tool bar
  2. Click on DataPlus 4.0
  3. Click on Manual Import
    Manual Import
  1. Click on EA
  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 EA: (150) Employee
  4. Click Okay
    Employee Only Import
  1. Click on Import Selected
    Employee Import
    Import Complete
  1. Click on Close

    Create Act Users

  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 4.0 Manual Import
  2. Use your default configuration
  3. But Check Enable Database Locking. There may be additional fields to be created
    Import Complete
  1. Click on Close


DataPlus Act! Manage Permissions
    Configure Menus
  1. Open Act!

    Warning: No menus found

  2. DataPlus Permissions have not been granted
  3. Click on OK to continue and "Manage Permission" (Recommended)
  4. Check Do not show again if you don't plan on Managing Permission and have DataPlus "Tab" disabled
    Permission Manager
  1. Click on Tools from Act tool bar
  2. Click on DataPlus 4.0
  3. Click on Manage Permissions
    View Permissions
    Current Connections
  1. Click e-automate

    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 - ability to add equipment for customers or prospects not in e-automate
  6. e-automate Push - create/edit customers from Act! to e-automate
  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
    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 e-automate 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
    DataPlus Activation
  1. Start
  2. All Programs/Hogan Data/DataPlus 4.0
  3. Right click DataPlus 4.0 Activation
    DataPlus Activation
  1. Run as administrator
    We highly recommend activating as "Domain Administrator" or "Local 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 e-automate 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, 3.0 Auto Import
DataPlus SQL Security
DataPlus 4.0 e-automate - Act! Database Configuration
DataPlus 4.0 e-automate - Server/Client Update
DataPlus 4.0 e-automate - Client Installation
DataPlus 4.0 e-automate - Contact Push
DataPlus for e-automate - Uninstall Version 3.0
DataPlus 4.0 e-automate - Messages

Direct Link to This FAQ
http://kb.hogandata.com/?f=69

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