Pre-requisites for the installation are:
- Note: Internet Explorer does NOT support Power BI.
- Power BI Desktop - installed (required later in the process).
- Power BI Web - account set up (required later in the process).
- Tugger Web - account set up.
- Cash Tugger Installation .exe for desktop/server.
- Power BI .pbit templates (required later in the process).
Setting up CASH within Tugger online
After signing up for your account, navigate to the tab shown below.
Then select 'Add This Tugger'.
Then add the Name of the Tugger (step 1), the sync-frequency (step 2) and then 'Authorise Access to Cash' (step 3).
The following screen should be displayed (if not select the menu option: 'My Tuggers').
Select ‘View Details’ on the Cash Tugger just added; it will display the name entered in step 1 above.
The following screen will be displayed:
The above screen shows details of the Tugger; whether it's in progress, awaiting first or next tug; and various details relating to the last Tug completed.
Select 'Analytics Setup'.
Values 1 (ID) and 2 (Key) will be needed within the Tugger App; a helpful copy tool is provided.
Note: The Web section will be continued after the Tugger App has been configured.
Setting up Tugger App
Note: The Tugger App will need ‘Running as Administrator’.
As the app is left running, a link is not provided; the app can be found in the following location: C:\Program Files (x86)\Tugger\Tugger-Cash.
Once the app is installed on the required machine using the provided Installer (which will need to be where your CASH database is installed) you should be presented with the following:
The required steps are shown and explained individually below:
1. Server Type: needs to be LOCAL or REMOTE.
2. Is Free Connection: CHECKED - the path to the Cash database (option 3), will require the folder to be selected.
Is Free Connection: NOT Checked - the path to the Cash database (option 3), will require a file within the targeted-folder to be selected; Note: this will end with .ADD, which appears to be an extension. The .ADD should be visible regardless of whether you have visible extensions turned on, but if you wish to be certain that file extensions are visible, see: Enable / View File Extensions in Windows.
3. Select the database source folder or file.
4. Application Setup' page in the Tugger web app will display the Access ID.
5. Application Setup' page in the Tugger web app will display the Access Key.
The two following images display the two options: Is Free Connection Checked, and Not-checked:
The above image also displays the .ADD file, although its name may vary on your system.
Once you have selected the appropriate path, select the Server Type, then enter the Access ID and Access Key from the Cash Tugger created previously, as above.
Shown here again for convenience:
Displayed below are the two most likely options.
When a database folder is selected, the server Type is likely to be: LOCAL.
When a database file (CashForWindows.ADD in our example) is selected, the server Type is likely to be: REMOTE.
Note: In the event of an issue with the database already being in use when selecting the .ADD file?
The path and file-name.ADD can be copied and pasted into the ‘Data Source’; just ensure that the ‘Server Type’ is set to Remote, and ‘Is Free Connection’ is NOT checked.
Whichever option selected (LOCAL or REMOTE), click 'Save and Tug' (option 1 below).
After a few seconds, option 2, the 'Tugger: Auth Ok' dialogue should be displayed.
The following image shows the Tugger Status: 'Tugging', changed from: Not Started.
Tugger's website Summary will display:
... Showing when the Tug started and the current status.
It should be noted that the first Tug of data can take some time to complete; this depends on a number of factors, but the main ones are the quantity of data being processed, network activity, and network bandwidth.
After the Tug has completed, ‘Awaiting Next Tug’ is displayed, see image:
Note: Please leave the Tugger App running; it can be minimised to the system tray if required.
Further Note: On a server restart, the Tugger application will need starting up again; it should be sufficient to just “Save and Tug”.
The Summary on the Tugger website will also display ‘Awaiting Next Tug’, see image:
The process for getting your data to our secure Data Warehouse is now completed.
See: Importing into Power Bi Desktop and Publishing to PBI online, when you are ready.
Note: although an attempt can be made to view the reports before all your data has been synced to our secure data warehouse, the liklihood is there will be errors during the import process as unsynced data is required, or tables will be blank.
It is recommended to wait until the Tugging process has completed.