Installation Training

Network and Client Installation

This video will cover the steps of installing Active Planner. The first step is the Active Planner Network File Server Installation, which is typically installed on a network file share. The second step is the Active Planner Client Workstation Installation. Length 8:14

SQL Server Installation

This video will cover the steps of installing the SQL Server components needed by Active Planner. This installation will install both the Publication Service and the Domain Authentication on your SQL Server. Length 5:12

Administrator Tool, Creating a new Configuration

This video will cover the steps of using the Active Planner Administrator Tool to create a new configuration. The Admin Tool is used to create new SQL databases to house the Active Planner information. It also covers the maintenance of existing configurations. Length 7:53

Administrator Tool, New Configuration with Demo Data

his video will cover the steps of using the Active Planner Administrator Tool to create a new configuration with Demonstration Data. The Admin Tool is used to create new SQL databases and install the standard demonstration data. Length 4:50

Upgrading Active Planner

This video will cover the steps of upgrading Active Planner. The first step is to run the setup.exe to install the new version over top of the old Active Planner Network File Server Installation. The second step is to launch Active Planner on each client which will automatically run the new Client Workstation Installation. The final step is to use the Admin Tool to update the configuration. Length 7:58

Connecting Open Integration to GL Data

This video will cover the steps of using the Active Planner Open Integration and connecting it to the General Ledger data. The first step is to define the Configuration Information, which includes the Chart of accounts format, Fiscal Year definitions, Balance Codes. The second step is to define an import script for the Chart of Accounts and another script for the Actual Balances. It also covers the Import Scripts (a review of imported Chart and Balance information in the Open Integration). Length 27:04

Export Budget Balances

This video applies to the Open Integration versions of Active Planner. It covers the steps of creating and running an Export Script to move the Resulting Balances to the GL budget table. The Export Script would be run after using the Update Balances routine in Active Planner. Length 10:47

Using Parameters with Import & Export Scripts

Our customers who are using the Open Integration will be interested in this video which covers the topic of using Parameters. I will show you how to modify your query to make use of the parameter and how you can be prompted to fill in the parameter when the query is run. Length 8:03