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Set Tutorial to set up a Profit Diagnostix Connector on a EXACT Dental Software server.

Overview

In order to allow Profit Diagnostix to build its Business Dashboards, relevant data tables like invoices and products have to be transferred from the EXACT server to the Profit Diagnostix server. To do this Profit Diagnostix provides a connector software that ensures a efficient encrypted data transfer.

Since the connector can not connect to the EXACT database directly, the EXACT data needs to be exported into a MS SQL EXPRESS database which then the allows the connector to access and transfer the data.
EXACT already provides a tool called “SoeAdmin” that allows to export (upsize) database tables into MS SQL database.

Requirements:

  • The personalized connector software provided by Profit Diagnostix as a download link.

  • The soe administration tool has to be installed usually under

    • C:\Program Files (x86)\Software of Excellence\EXACT Server\SoeAdmin.exe

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Steps:

  1. Installation MS SQL EXPRESS

  2. Installation Profit Diagnostix Connector Software

  3. Configure SOE Admin Tool

  4. Create Upsize Databases on MS SQL EXPRESS Server

  5. Test Upsize process

  6. Setup scheduled task for SOE Admin Tool

  7. Send SQL SERVER Credentials to Profit Diagnostix support

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