1. MS SQL Server or MS SQL Express instance
   - SQL 2008 Microsoft Download
   - SQL 2005 Microsoft Download
   - Do not use the ACT! instance of SQL
2. SQL Server Management Studio

1. DataMirrorForPTV0.##-InstallationKit
2. DataPlus for GT

• 10 minutes - Documentation Review
•   5 minutes - Approximent Time for Data Mirror for PT
•   5 minutes - Approximent Time for Server Installation
•   2 minutes - Approximent Time for Server Configuration
• 27 minutes - Total Approximent Time for Server Installation & Configuration

DataPlus 3.0 Installation

Welcome Screen Double click DataPlus-GT-Install.exe This will start the DataPlus 3.0 setup wizard. Click on Next >
License Agreement License Agreement If you agree, click on "I accept the terms in the license agreement" Click on Next >
Server Components If you are going to install just the server component, check "Server Components" Click on Next >
Server/Client Components If you are going to install server and client component, check "Server Components" and "Client Components" Click on Next >
Choose Install Location Click on Install
Installing
Server Credentials Server Name DatabaseName (note, this is the database name you originally created. Installer will add additional components. Choose Integrated Security or uncheck for SQL credentials Click on Next
Finished Database upgraded Click on Finish
Installation Complete Click on Next >
Server Configuration CHECK to run Server Configuration Click on Finish
Server/Client Configuration CHECK to run Server Configuration CHECK to run Client Configuration Click on Finish
Server Configuration Master Connection Settings Database Configuration DataPlus Server: DataPlus Database: SQL User: SQL Password: CHECK for Integrated Security Test Connection Click on OK Application Settings Report Path: unc Path to CR Reports Logging Options: unCHECK Log Warnings unCHECK Log Notices unCHECK Log Debugs Click on Save Click on Close

DataPlus for GT Scripts

Configuration GT Schema Execute SQL Script: 1_gt_schema_tables.sql GT Schema Execute SQL Script: 2_gt_project.sql

Date Sources

Manage - Product Groups Customer Code - ACTImport from ACT Field "Customer Code" Vendor Code Sales Rep - ACTImport from ACT Field "Sales Representative" Manage Invoice Account Type - ACTImport from ACT Field "Account Type" Vendors Employees Manage Commission Account Type - dbo.AccountType (Table)

Crystal Reports

Commission Reports SR Commission Month disbursement Date = Invoice Date Account Type Sales Rep: Start Month End Month Manage Invvoice Account Type Vendors Employees Manage Commission Account Type