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FAQ ID # 7120
Last Update : 2018/09/28
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Question / Issue
DataPlus 4.0 QuickBooks - Harvester Installation

Answer / Solution
PROGRAM: DataPlus 4.0 for QuickBooks - Harvester Installation (Standalone)
Table of Contents
QuickBooks Remote QuickBooks Harvester Configure Automated Processes

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. Specify SQL Server administrators
    2. If in Domain environment we recommend adding Domain Administrators
    3. Authentication Mode
    4. Mixed Mode
    5. Make SA enabled
    6. 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. Specify SQL Server administrators
    2. If in Domain environment we recommend adding Domain Administrators
    3. Authentication Mode
    4. Mixed Mode
    5. Make SA enabled
    6. 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

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 or use Act 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 - Havestor Installation (Standalone)
    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". If you are going to install Server/Client go to next section
  2. Server Components List
    - Integration Components
    - - Act! Import
    - - QuickBooks Harvestor
    - - QuickBooks Remote
    - Database Components
    - - Master Database
    - - QuickBooks Database 4.0
  3. 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

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.

    The process could take a lot of time depending on amount of data in QuickBooks. We recommend just running"Customer" only and then later running the full harvest and specific items to harvest as addressed in next step.

  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 & 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.

DataPlus Activation
    DataPlus Activation
  1. Check here for Activation instruction.

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


Related FAQs
DataPlus 4.0 QuickBooks - Server Installation
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=7120

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