Importacular User Guide

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Installation

When you download Importacular from Zeidman Development and unzip the compressed file, there are two applications to be installed and one utility to help you determine what to install:

  • The “Do I Need The Server Install” application tells you whether or not you need to run the server installation.
  • Zeidman Development Universal Server Installer – installed on the server and only run once in order to set up the server. This should be run by the administrator.
  • The main Importacular installer.

Start by running the “Do I Need The Server Install” application. This should be run on a regular workstation as a regular user. It will tell you whether or not you need to run the server setup or not.

If you are instructed to do so, run the server setup. This should be run by the administrator.

Then run the main Importacular installer.

In general the installation is straightforward. In each case run the setup.exe file and follow the wizard. 

Please ensure that The Raiser’s Edge and any other programmes are closed before starting your installation.

WHEN UPDATING AN EXISTING INSTALLATION YOU DO NOT NEED TO RUN THE SERVER INSTALL UNLESS YOU ARE MOVING DATABASES.

Please download instruction for the Zeidman Development Universal Server Installer from our website: http://www.zeidman.info/downloads/ZDUniversalInstaller.pdf

Activation

You need to first click on Activate Importacular. This will prompt you to enter your ZeidZone username and password.

Activation will register your copy of Importacular with Zeidman Development. The process sends your organisation name and Raiser’s Edge serial number to our secure servers. This generates a registration code that is unique to your installation.

Entering Server Credentials

If you were prompted to set up the server credentials, the first time that you process an import you will be prompted for the connection details that you created in the server setup as shown below:  If you were told that no server setup was required then you will not see this screen. 

Enter the SQL server credentials that you set up on the server in order to continue.

Note that you can also set these values by pressing the ZD logo on the main Importacular menu to bring up the About box. Under the advanced menu select “Setup SQL Credentials” to bring up the above screen.

You are now ready to get started with Importacular!