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FAQ ID # 70
Last Update : 2017/01/04
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Question / Issue
DataPlus 4.0 Sage 50 US - Server Installation

Answer / Solution
PROGRAM: DataPlus for Sage 50 US - Server Installation
Table of Contents
DataPlus 4.0 Server & Client Installation DataPlus 4.0 Server & Client Installation
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. Act! instance of SQL may be used with caution.
    2. Specify SQL Server administrators
    3. If in Domain environment we recommend adding Domain Administrators
    4. Authentication Mode
    5. Mixed Mode
    6. Make SA enabled
    7. Create sa password and keep for your records
  2. Compatible MS SQL Versions
    1. SQL 2014
    2. SQL 2012
    3. 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. Act! instance of SQL may be used with caution.
    2. Specify SQL Server administrators
    3. If in Domain environment we recommend adding Domain Administrators
    4. Authentication Mode
    5. Mixed Mode
    6. Make SA enabled
    7. Create sa password and keep for your records
  2. Compatible MS SQL Versions
    1. SQL 2014
    2. SQL 2012
    3. 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
    Sage 50 US
  1. Version: Sage 50 US 2013 or higher
  2. Version: Sage 50 US 2016 or higher for DataPlus Sage 50 US Opportunity Component
  3. .NET 4.5.2 installed for DataPlus Sage 50 US Opportunity Component
  4. Sage 50 US installed (Quantum, Premium or Pro)

    Act! PremiumVersion: Act Premium 2013 or higher
  1. Version: Act Premium v16 or higher
  2. Act Premium installed
Use existing windows/active directory group or create new windows/active group and add users to group. Example: DataPlus

What you need for installation.
  1. DataPlus for Sage 50 US installer (DataPlus-Sage50US-Install.exe)
  2. Act! database for Sage 50 US
    1. Hogan Data provides a Act! database with the purchase of DataPlus for Sage 50 US Application
    2. Or you can use your existing database
      There will be new fields created & will have to be added to layout
    3. Review Act! Act! Database Configuration
  3. Act! Administrator username and password
  4. Window's Administrator or Window's Domain Administrator username and password

Network Environment
Scenario 1
  1. Sage 50 US installed a Server 1
    1. Install DataMirror for PT
    2. DataPlus Sage 50 US Bridge
  2. Act! installed a Server 2
    1. Install DataPlus SQL Instance (Act instance can be used with caution).
    2. Install SQL Management Studio
    3. Install DataPlus for Sage 50 US (Server/Client)
    4. Do not install DataMirror for PT
Scenario 2
  1. Sage 50 US installed a Server 1
  2. Act! installed a Server 1
    1. Install DataPlus SQL Instance (Act instance can be used with caution).
    2. Install SQL Management Studio
    3. Install DataPlus for Sage 50 US (Server/Client)
Scenario 3
  1. Sage 50 US installed a Server 1
    1. Install DataPlus SQL Instance
    2. Install DataMirror for PT
    3. DataPlus Sage 50 US Bridge
  2. Act! installed a Client 1
    1. Install SQL Management Studio
    2. Install DataPlus for Sage 50 US (Server/Client)
    3. Do not install DataMirror for PT
Scenario 4
  1. Sage 50 US installed a Client 1
  2. Act! installed a Client 1
    1. Install DataPlus SQL Instance (Act instance can be used with caution).
    2. Install SQL Management Studio
    3. Install DataPlus for Sage 50 US (Server/Client)

DataPlus for Sage 50 US Server Installation
    Welcome Screen
  1. Right click DataPlus-Sage50US-Install.exe and "Run as administrator
  2. This will start the DataPlus 4.0 setup wizard.
  3. Click on Next >
    License Agreement
  1. License Agreement
  2. If you agree, click on "I accept the terms in the license agreement"
  3. Click on Next >
    Server Components
  1. If you are going to install just the server component:
    uncheck "Client Components"
    check "Server Components"
  2. Server Components List
    1. ACT! Import
    2. Database Components
    1. Master Database
    2. DataMirror for Sage 50 US
    3. Sage 50 US Database
    4. Sage 50 US Bridge
      Only check Bridge if you plan on pushing Customer Transactions from Act to Sage
  3. Click on Next >

    Server/Client Components
  1. If you are going to install server and client component, check "Server Components" and "Client Components"
  2. Client Components List
    1. DataPlus Client
    2. Sage 50 Contact Component
    3. Sage 50 Opportunity Component
    4. PawCom2 (required by Sage 50 Component)
  3. Server Components List
    1. ACT! Import
    2. Database Components
    1. Master Database
    2. DataMirror for Sage 50 US
    3. Sage 50 US Database
    4. Sage 50 US Bridge
      Only check Bridge if you plan on pushing Customer Transactions from Act to Sage
  4. Click on Next >

    Choose Install Location
  1. Click on Install
    Installing
    PawCom2 Installation
  1. Click on Next >
    PawCom2 License Agreement
  1. If you agree, click on "I accept the terms in the license agreement"
  2. Click on Next >
    PawCom2 Customer Information
  1. User Name: Your user name
  2. Organization: Your organization
  3. Click on Next >
    PawCom2 Destination Folder
  1. Click on Next >
    PawCom2 Destination Folder
    PawCom2 Ready to Install
  1. Click on Install
    PawCom2 Installing
    PawCom2 Wizard Completed
  1. Click on Finish
    dp3 Server Credentials
  1. Server Name: SERVER\SQLINSTANCE
  2. DatabaseName: dpDataMirrorForPT
    This is the database name you originally created. Installer will add additional components. Choose Integrated Security or uncheck for SQL credentials
  3. Click on Next
    Installer Notice
  1. Notice informing you of installation.
  2. Click on Yes
    Installer Notice
  1. Database not found.
  2. Click on Yes
    Finished
  1. Installation Complete
  2. Click on Finish
    DataMirror Welcome
  1. Click on Next >
    DataMirror Installation Wizard
  1. Readme Information
  2. Click on Next >
    DataMirror Installation Wizard
  1. Ready to Install Program
  2. Click on Install
    DataMirror Installation Installing
    DataMirror Installation Complete
  1. Install Wizard Completed
  2. Click on Finish
    DataMirror DefaultMirrorData.xml
  1. Open Windows Explorer
    1. 32bit pc browse to: C:\Program Files\Hogan Data\DataPlus 4.0
    2. 64bit pc browse to: C:\Program Files (x86)\Hogan Data\DataPlus 4.0
  2. Edit DefaultMirrorData.xml using Notepad
    Data Mirror "DefaultMirrorData.xml"
  1. Change <DataSource>.\SQLEXPRESS</ DataSource>
  2. To your Server\sqlinstancename

    If needed

  3. <Username>Username</Username>
  4. <Password>Password</Password>
  5. Save and close
  6. Right click DM CheckStart (64BIT).bat
  7. Choose Run as administrator
    This task will copy "DefaultMirrorData.xml" file to the Multiware program directly.
  8. Launch Display Mirror

Note: If your sql install does not have an instance name then you should enter servername only.

    Data Display for Sage 50
    Register Product
  1. Order Key from Invoice YOURORDERKEYNUMBER
  2. Computer Name/Location YOURCOMPUTERNAME/LOCATION
  3. Click on Register

    Or Use Trial

  4. Click on Continue Trial
    Data Display for Sage 50
  1. Data Display loaded
  2. Data Mirrow will now look up SQL Instance if DefaultMirrorData.xml was not configured
  3. If Select Sage 50 Company does not launch, Click on Select Sage 50 Company
    Select a Sql Instance
  1. If you did not edit the DataMirror DefaultMirrorData.xml file, then "Select a Sql Instance appears.
  2. Select Instance
  3. Click on OK

Note: If your sql install does not have an instance name then it will not appear in list. Edit your DefaultMirrorData.xml file.

    Select Sage 50 Company
  1. Ensure that you have first opened your Sage 50 US Company database

    Sage 50 Companies Found

  2. Choose Company
  3. Click OK
    DataMirror Configured Company
  1. Minimize window
    Server Credentials
    Sage 50 US Mirror Settings
  1. Company DB: DataMirrorForPT

    DataPlus Server Settings

  2. Server Name: SERVER\SQLINSTANCE
  3. DatabaseName Name: dpDataMirrorForPT
    (This is the database name you originally created. Installer will add additional components. Choose Integrated Security or uncheck for SQL credentials
  4. Click on Next
    DataPlus Database Create
  1. Click Finish
    Hogan Data Bridge
  1. Click Install
    Hogan Data Bridge
  1. Downloading
    Hogan Data Bridge
  1. Click Yes
    Hogan Data Bridge
  1. Installing
    Hogan Data Bridge
  1. Installing
    Hogan Data Bridge
  1. Preparing to install...
    Hogan Data Bridge
  1. Click Next >
    Hogan Data Bridge
  1. Click Install
    Hogan Data Bridge
  1. Installing
    Hogan Data Bridge
  1. Click Finish
    Hogan Data Bridge
  1. Installation Complete
  2. Click Next >
    Server Configuration
  1. CHECK to run Server Configuration
  2. Click on Finish

If you chose Server & Client components, then dialog box below will show.

    Client Configuration
  1. Click on Close
    Server Configuration Manager
    Master Connection Settings
    Database Configuration
  1. DataPlus Server:
  2. DataPlus Database:
  3. SQL User:
  4. SQL Password:
  5. CHECK for Integrated Security
  6. Test Connection
  7. Click on OK

    Application Settings

  8. Report Path: N/A
  9. Logging Options:
  10. unCHECK Log Warnings
  11. unCHECK Log Notices
  12. unCHECK Log Debugs
  13. Click on Save
  14. Click on Configure Applications >>
    Configuration
    Application Profiles
  1. Click on S50

    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: dpDataMirrorForPT 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
  15. Click on Update
  16. Click on OK
  17. Click on PTA Perform the same task as S50
  18. Click on MNT Perform the same task as S50
  19. Click on Close

Data Display for Sage 50 Mirror Sage 50 US
    DataMirror Read Sage 50 Data
  1. Maximize DataMirror
  2. Menu/Options
    DataMirror Options
  1. Read All Audit Trail Data Uncheck
  2. Enable File Mirror Uncheck
  3. Timer Interval 500
  4. Delay Count 10
  5. Click on Close
    DataMirror Read Sage 50 Data
  1. Click on Read Sage 50 Data
  2. Click on Start Mirroring
  3. Minimize and keep alive for DataMirror to currently keep DataPlus SQL database updated
    Auto Load DataMirror for Sage 50 Mirror
  1. Schedule Task Manager to run DM CheckStart.bat
    Location: Browse to C:\Program Files\Hogan Data\DataPlus 4.0\DmCheckStart.bat" 32 bit
    or
    Location: Browse to C:\Program Files (86)\Hogan Data\DataPlus 4.0\DmCheckStart.bat" 64 bit
    If you do not have the file, please Contact Us
  2. This file will check and see if "DataMirror for Sage 50 Mirror" is running, if not start it.

DataPlus ACT! Import Configuration
    Server Configuration Manager
  1. Click on Configure Applications >>
    Configuration
    Application Profiles
  1. Click on S50

    ACT Import Settings

  2. Import Setting: 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. UnCheck Exclude Sample Data
  6. UnCheck Log Debug
  7. UnCheck Import Inactive Opportunities
  8. UnCheck Import Lost Opportunities
  9. UnCheck Import Won Opportunities
  10. Set Server Timeout (minutes) (default = 2)

    Entity Options

  11. UnCheck Disable creation of ACT! Contacts
  12. 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!
  13. UnCheck Only Import Primary Contacts
  14. UnCheck Create Fields Only

    Import Selection

  15. UnCheck Only Run Selected Items
  16. UnCheck Remove Selected Items (greyed out, unless Selected Items are checked)

    Advanced Options

  17. UnCheck If you are not using Limited Access in ACT!
  18. Check If you are using Limited Access in ACT!

    Select Users and Teams
    If you are using ACT! Limited Access, you can choose:

  19. Specific ACT! Team(s)
  20. Specific ACT! User(s)
  21. Click Okay

    IMPORTANT:
  • If you are not using the ACT! database provided by Hogan Data, for Sage 50 (US), 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 Sage 50 US 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 Profiles
  1. Click on Update
  2. Click on OK
  3. Click on Close

DataPlus ACT! Manual Import
    Manual Import
  1. Open ACT!
  2. Click OK
    Note: DataPlus menus have not been configured. We will address this later in KB.
    Manual Import
  1. Tools/DataPlus 4.0/Manual Import
    Manual Import
  1. Click on S50
  2. Click on Browse
    Employee Only Import
  1. Check Enable Database Locking There may be additional fields to be created
  2. Check Only Run Selected Items
  3. Check S50: (600) Employee
  4. Check S50: (601) Employee Headers
  5. Click Okay
    Manual 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 4.0 Manual Import
  2. Check Enable Database Locking There may be additional fields to be created
  3. Use your default configuration
  4. Click on Okay
    Import Complete
  1. Click on Close

DataPlus ACT! User Configuration
    DataPlus 4.0
  1. Open ACT!
  2. Click OK
    Note: DataPlus menus have not been configured. When DataPlus is configured in the following steps, this message will be disabled.
    Manage Permissions
  1. Open Act!

    Notice: No configuration

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

    Manage Permissions

  4. Tools/DataPlus 4.0/Manage Permission
    View Permissions
    Current Connections
  1. Click Sage 50

    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 - N/A
  6. Sage 50 Push - create/edit customers from ACT! to Sage 50
  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

  Note:

    Green fields in ACT! are read only fields. Only ACT! Administrators have write access to fields. Therefore, if "Sage 50 Push" is enabled, users other than Administrators can Edit contact, but they cannot create contact. In order for non-administrator users to create contacts, necessary fields must be available. For database integrity, we don't recommend this.
    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 Sage 50 (Sage 50) 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
    We highly recommend activating as "Domain Administrator" or "Local Administrator".
    DataPlus Activation
  1. Run as administrator preferably the domain administrator
    or
  2. Run as different user preferably the domain 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

DataPlus ACT! Configure Auto Import
    Configure Profiles
    Application Profile
  1. Right click S50
    Configure Profiles
    Application Profile
  1. Right click S50
  2. 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
    Import Bat Files

    Location

  1. In Windows, browse to:
    C:\Program Files\Hogan Data\DataPlus 4.0
    or
    C:\Program Files (x86)\Hogan Data\DataPlus 4.0

    Files

  2. Import-S50 (TSD32BIT).bat (for 32 bit OS)
  3. Import-S50 (TSD64BIT).bat (for 64 bit OS)
  4. These bat files are already configured for you to use with Microsoft Task Scheduler
  5. Click Edit
  6. Right click Paste

    IMPORTANT

  7. Change DataPlus-Import-Console.exe path to FULL PATH within Quotes(")
    "C:\Program Files\Hogan Data\DataPlus 4.0\DataPlus-Import-Console.exe"
  8. Change Logs path to FULL PATH within Quotes(")
    "C:\Program Files\Hogan Data\DataPlus 4.0\Logs\PT.log"
  9. Save file File/Save
  10. Open Microsoft Scheduler and schedule time to execute the "Import-PT.bat" file.
    Import-PT.bat
  1. In Windows, browse to:
    C:\Program Files\Hogan Data\DataPlus 4.0
    or
    C:\Program Files (x86)\Hogan Data\DataPlus 4.0
  2. Create new file "Import-PT.bat"
  3. Right click on Import-PT.bat
  4. Click Edit
  5. Right click Paste

    IMPORTANT

  6. Change DataPlus-Import-Console.exe path to FULL PATH within Quotes(")
    "C:\Program Files\Hogan Data\DataPlus 4.0\DataPlus-Import-Console.exe"
  7. Change Logs path to FULL PATH within Quotes(")
    "C:\Program Files\Hogan Data\DataPlus 4.0\Logs\PT.log"
  8. Save file File/Save
  9. Open Microsoft Scheduler and schedule time to execute the "Import-PT.bat" file.

Sample Line
"C:\Program Files\Hogan Data\DataPlus 4.0\DataPlus-Import-Console.exe" /s /co:"S50" /pr:"Default" > "C:\Program Files\Hogan Data\DataPlus 4.0\Logs\S50.log"

    Configure Profiles
  1. Click on Close

Installation, configuration, and connection to your Sage 50 US application is complete.


Related FAQs
DataPlus 4.0 Sage 50 US - Client Installation
DataPlus 4.0 Sage 50 US - Act! Database Configuration
DataPlus 4.0 Sage 50 US - Messages
DataPlus 4.0 Sage 50 US - Act! Opportunity Push Configuration
DataPlus 4.0 Sage 50 US - Act! Opportunity Push
DataPlus 4.0 Sage 50 US - AlwaysUp Installation
DataPlus 4.0 Sage 50 US - Act! Contact Push
DataPlus 4.0 Sage 50 US - DataMirror Configuration/Update

Direct Link to This FAQ
http://kb.hogandata.com/?f=70

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