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Information for installing or upgrading DataMotion adapters

All partners using adapters to receive their referrals and notifications should now be on version 3.10 of the adapter. This needed to happen prior to 2nd December 2019 as support for 3.8 ended at this point.

Below are instructions for partners who wish or need to upgrade their DataMotion adaptor. Using the Datamotion adapter means the the referral process is automated so there is no requirement to manually retrieve messages from the SPO.

Operating system requirements:

  • Windows 2008 server or later
  • Windows 7 or later.

You can follow this link to download v3.10 of the adapter Google Drive . Please refer to this guide [ 0.59 mb] for instructions on how to install.  

For reference the previous version of the adapter v3.8 Google Drive  is available here as is the  installation guide [ 0.73 mb] [ 0.73 mb] 

Prerequisites for installation are:

  • Port 443 should be open on the partners proxy

  • list of IP addresses should be sent to partners so that they can update their firewall to allow server to access the DataMotion IP addresses
    209.123.49.114
    209.123.49.115
    209.123.49.120
    20.42.36.97

         52.151.227.134

  • The proxy/firewall should allow https://ssl.datamotion.com through from their designated server

  • Microsoft .NET Framework v4.0 or later, either the .NET 4.0 Client Profile or 4.0 Full/Extended should be installed.

  • The location of the download folder should be known in advance

  • The location of the log files should be known in advance

  • The account being used by the adaptor should have all relevant permissions including write permissions to the folders above

  • The full account details should be known ie username and password

A test logon to the SPO web portal should be attempted on the server in advance if at all possible.  This will ensure that an internet connection can be made and the DataMotion site can be accessed using https://ssl.datamotion.com

If you require further technical assistance around this, please contact: operations@citizensadvice.org.uk, we can escalate queries as necessary to our IT support team. 

Partner Portal - common queries

Reports running slowly or not at all?

Users viewing the site in Internet Explorer 10/11 will need to enable Compatibility Mode in the browser in order to run reports

Problems logging on following a password reset or setting up a new account?

When a new account is set up or existing user is reset an email with a temporary password is generated. If you do not receive this, please check your spam email folder. Alternatively contact: operations@citizensadvice.org.uk, we can check if your email address is correct. 

When entering your temporary password, don't copy and paste direct from the email as this can add erroneous spaces meaning the password won't be recognised. Instead you should paste via word or notepad.

Data Collection guidance

Consumer service advisers record all case details on our case management system, Flare21. This document [ 280 kb] [ 190 kb] provides an outline of the information recorded from clients.