Install DataSelf ETL+ (Step by Step)

v2023.10

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: https://dataself.atlassian.net/wiki/spaces/DS/pages/698318936

2. Download the ETL+ Installer from https://dataself.atlassian.net/wiki/spaces/DS/pages/1139376170 and save it in any Windows folder.

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

   • Log on DataSelf Agent Service as Prompt.
     This prompt determines the Windows user that will run the DataSelf Agent Service.

     • the Local System Account option can be used if the installation will not extract data from sources that require Windows Authentication. https://learn.microsoft.com/en-us/windows/win32/ad/the-localsystem-account

     • Or select This Account and enter the credentials for a password-not-to-expire user with local Windows Admin rights with read rights to your source system(s). This can be a local or domain user.

Open

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

5. This step is only required if your public IP hasn’t been whitelisted yet: Product Registration page. Copy the email address, Entity ID and DataSelf Token from the Product Registration Email you received during Pre-Installation to the Product Registration page.

   Open

   

   Your email, Entity ID, and Token fields

   • Click Next.

   • Secured IP page. 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 in Optional 2nd Public IPv4 then Next.

6. New User page – ETL+ User Credentials

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

   • Press Tab or go to the next field.

   • Enter a new ETL+ password for new users (or enter your existing ETL+ password) into New Password and Re-enter 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.

7. Connect to your Source System and Set up the Scheduler.
   Click here to

Next Steps

See

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

Related Pages

Keywords:
Your email, Entity ID, Token, Public IPv4 and Optional 2nd Public IPV4.
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