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✅ v2023.07

Important: The following assumes you’ve already received your ETL+ email registration. Please contact your DataSelf Seller if you don’t have it yet.

1. ETL+ Pre-Installation checklist: DataSelf ETL+ Pre-Installation

2. Download the ETL+ Installer from DataSelf ETL+ Download Links and save it in any Windows folder.

3. Run the ETL+ Installer (DataSelfETL_Setup.msi) and follow the prompts.

When prompted to select a Windows user to run the DataSelf Agent Service: you can leave the default option if this installation will not extract data on a schedule from sources that require Windows Authentication. Otherwise, select This Account and enter the credentials for a password-not-to-expire user with local Windows Admin rights with read rights from your source system(s).

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4. Run DataSelf ETL+ from your Desktop shortcut or from your Start → DataSelf ETL Plus menu.

5. Product Registration / Public IP Whitelisting: This is only required if your IP hasn’t been whitelisted yet.

• Copy the email address, Entity ID and DataSelf Token from the Product Registration Email you received during Pre-Installation.

• Click Next.

• Secured IP: Accept or change the public IPv4 or IPv6 address to make the secured connection to DataSelf’s cloud. Most users should just click Next, or enter a 2nd public IP address then Next.

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6. ETL+ User Credentials:

• Copy the Email address from the Product Registration Email you received during Pre-Installation. The email address serves as the ETL+ ‘user name’.

• Press Tab or go to the next field.

• Create a new ETL+ password for new users (or enter your existing ETL+ password). New passwords must meet the minimum requirements stated on the window.

• Press Tab.

• If you have access to multiple ETL+ entities, select the desired one from the Entity dropdown list.

• Click Login.

Note: All ETL+ regular users have the same access rights and administrative capability.

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Tour of the main pages in ETL+

• ETL+ Extract, Transform and Load (ETL) Page
  This is ETL+ main page from where one can maintain your extraction, transform, and load process:

• ETL page: ETL+ Extract, Transform and Load (ETL) Page

• Job page: ETL+ Job Page

• Data Sources: ETL+ Source Types

• Load Types: ETL+ Table Load Types

• Log page: ETL+ Logging

• Settings page: ETL+ Settings Page

Connecting to your Source System

If this ETL+ has already been connected to your source system (such as in new client’s installations), and this install will not be performing data extraction, then skip to step 10.

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Acumatica Cloud (OData)
Acumatica On-premises (MS SQL Server)
CSV files (text files)
Google Analytics
Google Sheets
HubSpot
MS Access
MS Dynamics BC (NAV, Navision)
MS Dynamics CRM
MS Dynamics GP (Great Plains)
MS Dynamics 365 (AX)
MS Excel
MS SQL Server
MySQL
NetSuite
OData
ODBC
Oracle
Quickbooks Online
Paychex
PostgreSQL
Sage 100 with MS SQL Server
Sage 100 with Providex
Sage 300
Sage 500
Sage CRM
Sage Intacct
Sage X3
Salesforce.com
Sellercloud.com
Shopify
Text files (CSV)
Other systems or entries without a link above: contact support@dataself.com

Populate zData Warehouse (Reimports) data warehouse.

See zz_LoadOnce_Delete populates zData Warehouse (Reimports)

Scheduling ETL Processes

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See ETL+ Job Page

9. Your ETL+ out-of-the-box deployment should be all set!

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• zz_LoadOnce_Delete populates zData Warehouse (Reimports)

• Install DataSelf ETL+ (Step by Step)

Keywords:
DataSelf ETL Plus, ETL+, Installation, Deploy, Deployment, Advanced Analytics, Acumatica, Sage 100, Sage 300, Sage X3, Sage CRM, NetSuite, Salesforce.com, Dynamics Business Center, BC, CRM, NAV, GP, D365