Customer Focus Enterprise DataXchange Install and Upgrade Guide

Summary

This document describes the installation and update process for DataXchange, the Customer Focus Enterprise to website integration software. The software is primarily used with Store Enterprise, but can be used with other Customer Focus products. You will need to perform these steps on both the server and any clients which run the control panel - some steps only apply to the server, these are marked as such.

Upgrading Instructions

Preparation - on the Server

The software works as a 'service', which means it is constantly running on your server. Due to this, it needs to be removed before it can be upgraded. You need to be a network administrator to perform most of these steps. Follow these steps to uninstall it:

 

  • Start DataXchange from your desktop
  • Click on 'stop service', and wait until the green square goes red
  • Close DataXchange
  • Go to 'Start', 'Control Panel', 'Add or Remove Programs'
  • Remove ‘DataXChange Client’ and ‘DataXchange Server’

Preparation - on Clients

  • Go to 'Start', 'Control Panel', 'Add or Remove Programs'
  • Remove 'DataXChange Client'

Next Steps

Now that the previous version has been removed, follow the installation instructions below. Your existing settings will still be saved, so you won't need to put them in again.

Installation Instructions

Step 1 - Preparation on the Server and Clients

Most of these steps can be performed while people continue to use your Customer Focus Enterprise solution and the server, but be warned that a reboot may be required. The software needs a Windows feature called ‘.NET 2.0' (pronounced 'dot net two point oh') - this is already installed in some recent versions of Windows Server. If it is already installed, there is no harm in trying to install it again, it will just display a message telling you it's already there. Note that installing .NET 2.0 can take 10-15 minutes sometimes, and may require the server

Step 2 (optional) - Security Settings on the Server and Firewall

Only certain users will be allowed to change the service settings. Follow these steps to create 2 groups of users:

  • In 'Control Panel', 'Administrative Tools', 'Active Directory Users & Computers'
  • Add a new group which must be called 'PSIntegrationUser' (exactly that, without the quotes)
  • Add a new group which must be called 'PSIntegrationAdmin' (exactly that, without the quotes)
  • Any users who need to change the settings must be in the PSIntegrationAdmin group
  • Any users who need to view the status or errors must be in the PSIntegrationUser group

Step 3 - Installing on the Server

  • Run the 'DataXChangeServer.msi' file
  • When prompted, choose to install it for 'Everyone'
  • There's no need to change any of the other options, just click 'Next' several times to get through the installation process.
  • Go to 'Start', 'Control Panel', 'Administrative Tools', 'Services'
  •  Find the 'DataXChange' service, highlight it, and click 'Start' or the 'play' button

Step 4 - Installing on the Client

These steps should be followed on each machine that needs to see and/or change:

 

  • Run the 'DataXchangeClient.msi' file
  • II. When prompted, choose to install it for 'Everyone'

Step 5 - Registration

This only applies to new installations, not upgrades. Follow these steps - they can be performed on any one of the clients you have set up, or on the server:

 

  • Start the DataXchange software (you can use the icon on your desktop)
  • If this is not the server, you will need to click 'Client Settings' and fill in your server name.
  • There should be a green 'connected' indicator, and a 'Register' button - click it
  • Fill in a username and password of your choice
  • Click the button to register the software - this will send a request for activation.
  • Your software will automatically know when it has been activated, and the 'unlicensed' message will disappear. This license is stored in the 'registry' on your server, so if you are changing the server or doing other work on it, you may need to re-register using the same username and password.

Step 6 - Initial Setup

Once registered, you will be able to set up 'jobs' such as 'download orders'. First you will need to tell the service where your Customer Focus Enterprise software solution is located and about your website. Follow these steps:

 

  • Click the 'Server Settings' button and then the ‘PromoServe' button'¦

 

Click the 'Add' button Enter in a 'Name' of the Customer Focus Enterprise installation e.g. CustomerFocusEnterprise Enter in the 'Path' of the local version of your software on your server e.g. C:Program Files (x86)PromoServe Business Systems’, Click the 'Close' button

 

  • Click the 'Server Settings' button and then the 'Websites' button

 

 

Click the 'Add' button Enter a 'Name' - usually your website name Enter the 'url' on the website followed by /soap e.g.http://www.yoursitename.quickorder.uk.com/soap(external link) Enter the username and password of your website. This must be a username/password that has access to the 'Site Admin' link once logged in. It should be the username/password that you were given initially when the site was setup. Click the 'Close' button Click the 'Save' button

Step 7: Adding Jobs

You are now ready to add jobs. Right click anywhere in the grey area and click ‘New’

 

 

- Enter in a job name (what it is going to do) - Set a 'Job Type' - each type does a different thing - if you are not sure ask the Customer Focus Support team - Enter a numeric frequency and select whether it is to run in minutes, hours or days. - Tick the 'enabled' frequency box IF you want the job to run automatically (based on the frequency you entered above) - Select a PromoServe Instance (Customer Focus Enterprise) - select the value you entered in Step 6 - Select a SOAP Service (Website) - select the website you setup in Step 6 Click 'Save' and wait a few moments for the job to appear. If you ticked the 'Enabled' box the job will run immediately from that moment and from then on at the same time based on the frequency you entered. If not then click the 'Run Now' button next to the job to run it. A cog will display letting you know that it is running. You will know it is finished if the cog turns in to either a green tick or a stop sign. If it shows an exclamation sign then there may have been a problem in which case please contact Customer Focus Support or check the logfiles. Clicking 'Server Settings' will tell you the location of your log files.