FAQ ID # 88
Last Update : 2016/10/25
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Question / Issue
DataPlus 4.0 FishBowl - Server Installation

Answer / Solution
PROGRAM: DataPlus 4.0 for Fishbowl - Server Installation
Table of Contents
DataPlus Server & Client Installation
What you need prior to installation.

    MS SQL Server

  1. MS SQL Server or MS SQL Express instance 32/64 bit
    - Do not use the Act! instance of SQL
    - Specify SQL Server administrators
    - - If in Domain environment we recommend adding Domain Administrators
    - Authentication Mode
    - - Mixed Mode
    - - Retain sa password
  2. Compatible MS SQL Versions
    - SQL 2014
    - SQL 2012
    - SQL 2008
  3. SQL Server Management Studio

    Fishbowl

  4. Fishbowl 2013 or higher (US, AU

    Act!

  5. Act! Premium 2013 or higher
What you need for installation.
  1. DataPlus for FishBowl installer file: DataPlus-Fishbowl-Install.exe
  2. ACT! database for FishBowl
    - Hogan Data provides a Sage ACT! database with the purchase of DataPlus for FishBowl Application
    - Or you can use your existing database (NOTE: There will be new fields created & will have to be added to layout)

Where do you install DataPlus for Fishbowl.
  1. When Fishbowl and Act are on the same server
    - Install: Server and Client components on Fishbowl/Act server
  2. When Act is on a different server than Fishbowl
    - Install: Server and Client components on Act server
    - When you perform the Server install, configure pointing to the Fishbowl server
    - SQL Server Management Studio should be installed on Act server
  3. When Act is installed on a Client machine
    - Install: Server and Client components on Client
    - When you perform the Server component install, configure pointing to the Fishbowl server
    - SQL Server Management Studio can be installed on Client for ease of use

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

    Act! installed a Server 2

  • Install SQL Management Studio
  • Install DataPlus for Fishbowl (Server/Client)
    - Client Components
    - - DataPlus Client
    - - Fishbowl 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
  • Fishbowl installed a Server 1
  • Act! installed a Server 1
    Install SQL Instance
    - Mixed Mode
    - Security add Domain Admins
    Install SQL Management Studio
    Install DataPlus for Fishbowl (Server/Client)
Scenario 3
    Fishbowl installed a Server 1
  • Install SQL Instance
    - Mixed Mode
    - Security add Domain Admins
  • Install DataPlus for Fishbowl (Server)
    - Server Components
    - - Database Components
    - - - Master Database
    - - - Fishbowl Database
    - - - - Optional Modules

    Act! installed a Client 1

  • Install SQL Management Studio
  • Install DataPlus for Fishbowl (Server/Client)
    - Client Components
    - - DataPlus Client
    - - Fishbowl Client
    - Server Components
    - - Act! Import
Scenario 4
  • Fishbowl installed a Client 1
  • Act! installed a Client 1
    Install SQL Instance
    - Mixed Mode
    - Security add Domain Admins
    Install SQL Management Studio
    Install DataPlus for Fishbowl (Server/Client)

PROGRAM INSTALLATION: DataPlus - Server/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-Fishbowl-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'
    - DataPlus Client
    - Fishbowl Client
  2. Check 'Server Components'
    - Act Import
    - Master Database
    - Fishbowl 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
  1. Server Name: ServerName\Instance SQL Instance if applicable
  2. Database Name: dpFishbowl 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
    Installation Complete
  1. Click on Next >
    Fishbowl Data Import

    SQL Settings

  1. Server Name: Server\Instance
  2. Database Name: dpFishbowl
  3. User Name: sa
  4. Password: sa-password
  5. Check Integrated Security if you are using Integrated Security
  6. Click on Test Connection
  8. Click on OK

    Fishbowl Settings

  9. Server Name:
  10. Database File: username
  11. User Name: username
  12. Password: password
  15. Click on OK
  16. Check save settings
  17. Click on Start

    Duration for this task is dependent on the size of your Fishbowl database.

    Database Exists
  1. Click on Yes
    Operation Completed
  1. Click on Close
    Server Credentials
    Fishbowl Server Settings
  1. Server Name: Server\SqlInstance
  2. Database Name: dpFishbowl
  3. User Name: username
  4. Password: password
  5. Click on Next
    Fishbowl Sync Notice
  1. Click on Next if sync was successful
    Database Create
    Database Create Notice
  1. Click on Yes
    Database Create Notice
  1. Click on Finish
    Database Create Notice
  1. Click on Next >
    Client Configuration Manager
  1. 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: dpFishbowl 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 Disable 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 Fishbowl 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:
  • If you are not using the ACT! database provided by Hogan Data, for Fishbowl, 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 Fishbowl 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. Check Enable Database Locking There maybe additional fields to be created by DataPlus
  2. Check Only Run Selected Items
  3. Check FBI: (501) Employee
  4. Check FBI: (502) Employee Headers
  5. 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. Check Enable Database Locking There may be additional fields to be created
  4. Click on Okay
    Import Complete
  1. Click on Close

DataPlus ACT! Manage Permissions
    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 Manage Permissions
    View Permissions
    Current Connections
  1. Click Fishbowl

    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 Fishbowl
  6. Fishbowl Push - create/edit customers from ACT! to Fishbowl
  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 Fishbowl 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".

Related FAQs
DataPlus 4.0 FishBowl - Client Installation
DataPlus 4.0 Fishbowl - Act! Database Configuration
DataPlus 4.0 for Fishbowl - Opportunity Settings
DataPlus 4.0 for Fishbowl - Control Settings

Direct Link to This FAQ
http://kb.hogandata.com/?f=88

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