FAQ ID # 9
Last Update : 2015/01/08
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Question / Issue
DataPlus 3.0 eautomate - Server Installation

Answer / Solution
PROGRAM: DataPlus for e-automate - Server Installation
What you need prior to installation.
  1. MS SQL Server or MS SQL Express instance
    - SQL 2008 Microsoft Download
    - SQL 2005 Microsoft Download
  2. SQL Server Management Studio
  3. Understanding roles in SQL Server security
    - Database-Level Roles msdn
    - Security TechRepublic
  4. e-automate
    - Note: SQL instance for DataPlus 3.0 must be installed on same SQL instance that e-automate is installed on.
  5. ACT! Prem 2013, 2012, 2011, 2010
    - Installed on server or workstation
    - ACT! Database configured
    - Note: DataPlus ACT! database should be downloaded and restored.
What you need for installation.
  1. DataPlus 3.0 for e-automate
    - DataPlus-EA-Install.exe
  2. ACT! Software
    - ACT! Premium for Web (if you are using it)
    - ACT! Premium
  3. DataPlus ACT! Database for e-automate
    - or your custom database
Where do you install DataPlus 3.0 for e-automate.
  1. When e-automate and SageACT! are on the same server
    - Install: Server and Client components.
  2. When ACT! is on a different server than e-automate
    - Install: Server and Client components on server where ACT! is intalled
    - When you perform the Server install, configure pointing to the e-automate server
  3. When ACT! is installed on a Client machine
    - Install: Client component
Summary Steps.
  1. e-automate must be installed
  2. ACT! should be installed
  3. ACT! database should exist or if your using DataPlus ACT! database, it should be restored
  4. Install DataPlus 3.0 Server & Client components
  5. Configure DataPlus 3.0 Server & Client
  6. Import "Employee Update" only
  7. Create ACT! users based on Employee and ACT! user count
  8. Import all
Approximant Time Table
  • 10 minutes - Documentation Review
  • 10 minutes - Approximant Time for Server Installation
  •   2 minutes - Approximant Time for Server Configuration
  • 22 minutes - Total Approximant Time for Server Installation & Configuration
Table of Contents
DataPlus 3.0 Server & Client Installation
DataPlus 3.0 Installation
    Welcome Screen
  1. Double click 'DataPlus-EA-Install.exe'
  2. 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
  1. 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 Location
  1. Choose the folder in which to install DataPlus 3.0
  2. Click on Install
    Installing
    Server Credentials
    Server Settings
  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
    e-automate Installer Complete
  1. Click on Finish
    Installation Complete
  1. Click on Next

DataPlus 3.0 Server Setup and Configuration
    Server Configuration
  1. CHECK to run Server Configuration
  2. Click on Finish
Perform configuration if ACT! is not installed on this server.

    Server Configuration Manager
  1. Click on Close
You have completed the Server installation and configuration with ACT! not installed on server.

If you do have ACT! installed on this server, then proceed to next stop.

DataPlus 3.0 Server/Client Setup and Configuration
    Server/Client Configuration
  1. CHECK to run Server Configuration
  2. Click on Finish
Perform configuration if ACT! is installed on this server.

    Client Configuration Manager
    Database Configuration
  1. Database: dpe-automate DataPlus database name
  2. Server: ServerName\Instance SQL Instance if applicable
  3. SQL User: sa
  4. SQL Password: password
  5. Check if you want integrated security
  6. Test Connection
  7. Save
  8. Close
    Server Configuration Manager
  1. CHECK to run Server Configuration
  2. 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. Database: dpe-automate 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

    Your Configuration is Complete

  15. Click on Update
  16. Click on Close

    ACT Import Settings

  17. Import Options - Click on Browse

Import Setup and Configuration
    DataPlus 3.0 Server Configuration
    Application Profile
  1. Right click EA
    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. 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:
  • If you are not using the ACT! database provided by Hogan Data, for e-automate, 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 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.
    Configure Profiles
    Application Profile
  1. Right click EA
    Configure Profiles
    Application Profile
  1. 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
    Edit Import-EA.bat
  1. In Windows, browse to:
    C:\Program Files\Hogan Data\DataPlus 3.0
    or
    C:\Program Files (x86)\Hogan Data\DataPlus 3.0
  2. Right click on Import-EA.bat
  3. Click Edit
  4. Right click Paste

    IMPORTANT

  5. Change DataPlus-Import-Console.exe path to FULL PATH within Quotes(")
    "C:\Program Files\Hogan Data\DataPlus 3.0\DataPlus-Import-Console.exe"
  6. Change Logs path to FULL PATH within Quotes(")
    "C:\Program Files\Hogan Data\DataPlus 3.0\Logs\EA.log"
  7. Save file File/Save
  8. Open Microsoft Scheduler and schedule time to execute the "Import-EA.bat" file.
    Options Sample bat files can be downloaded from "Client Portal"
  9. Import-EA.bat
  10. Import-EA (32b).bat (for 32 bit machines)
  11. Import-EA (64b).bat (for 64 bit machines)
  12. Import-EA (TSD32b).bat (creates time stamped log files and deletes log files older than 14 days 32 bit machines)
  13. Import-EA (TSD64b).bat (creates time stamped log files and deletes log files older than 14 days 64 bit machines)

Sample Line
"C:\Program Files\Hogan Data\DataPlus 3.0\DataPlus-Import-Console.exe" /s /co:"EA" /pr:"Default" > "C:\Program Files\Hogan Data\DataPlus 3.0\Logs\EA.log"

DataPlus ACT! Manual Import
    Manual Import
  1. Open ACT!

    Notice: No configuration

  2. No user configuration has been setup.
  3. We recommend performing this task after Employee Import DataPlus ACT! User Configuration
  4. Click on OK

    Manual Import

  5. Tools/DataPlus 3.0/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
    Import Complete
  1. Click on Close
  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 3.0 Manual Import
  2. Use your default configuration
    Import Complete
  1. Click on Close

DataPlus ACT! User Configuration
    Manage Permissions
  1. Open ACT!

    Notice: No configuration

  2. No user configuration has been setup.
  3. Click OK

    Manage Permissions

  4. Tools/DataPlus 3.0/Manage Permission
    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".

Related FAQs
DataPlus 3.0 eautomate - Client Installation
DataPlus 3.0 eautomate - Import Settings
DataPlus 3.0 eautomate - QuickAccess Instruction

Direct Link to This FAQ
http://kb.hogandata.com/?f=9

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