Install DataSelf ETL+ (Step by Step)

Owned by Cortlandt _
Jun 24, 2023
3 min read

v2022.08

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/E2/pages/1968537732

2. Download ETL+ from https://dataself.atlassian.net/wiki/spaces/DS/pages/1139376170 and save it in any Windows folder. Recommended: Moving DataSelf ETL+ (and the Agent if applicable) to C:\Users\Public. Reasons: it's accessible by all users on the computer, and it won't require Right-click -> Run as Admin to run it.

3. Run ETL + (DataSelf ETL Plus.exe).

  • If nothing happens in a couple of minutes:

    • On Windows Explorer, right-click ETL+ → Run as administrator.

    • It the above doesn’t work either, contact support@dataself.com.

4. EULA: Read and Accept the EULA (DataSelf End User License Agreement).

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

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.

  • 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.

7. Optional tour: Extraction, Transform and Load (ETL) page

This is ETL+ main page from where one can maintain your extraction, transform and load process:

8. 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.

Otherwise, visit your source below to set up the ETL+ connection and then go to step 9.

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

9. Scheduling ETL Processes (optional): WIP.

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

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