TF12ClientInstallationGuide PDF

BUSINESS SOFTWARE, INC.
(BSI) CONFIDENTIAL AND PROPRIETARY INFORMATION
TaxFactory 10.0
Client Installation Guide
©Copyright 2017 Business Software, Inc.

Unpublished – Rights Reserved Under the Copyright Laws of the United States
BUSINESS SOFTWARE, INC. (BSI) CONFIDENTIAL AND PROPRIETARY INFORMATION
I. Introduction to TaxFactory 10 ...................................................................................................... 3

A. Definition of Terms ............................................................................................3
B. TaxFactory 10.0 Architecture Overview ............................................................4
C. The TaxFactory 10.0 Environment ....................................................................5
D. The TaxFactory 10.0 Client Instance .................................................................5
II. Upgrading from TaxFactory 9.0 ................................................................................................... 7
III. First Time Installation of an Environment ................................................................................... 7
A. Prerequisites .......................................................................................................7
B. Java Installation ..................................................................................................8
C. Tomcat Installation .............................................................................................8
D. Download the TF10 Client Package from the BSI Portal ..................................9
E. Installing a TaxFactory 10.0 Environment .........................................................9
F. Accessing the TaxFactory 10.0 Client application ...........................................22
IV. Upgrading/Reposting an Environment ....................................................................................... 23
V. Uninstalling TF10 Environments ............................................................................................... 26
A. Uninstalling all environments ...........................................................................26
B. Uninstalling an Existing TaxFactory Instance..................................................27
VI. Reviewing Client Environments................................................................................................. 29
Review Production Environment (Figure 25) .....................................................................29
VII. Updating Database Connect Credentials .................................................................................... 30

I. Introduction to TaxFactory 10
A. Definition of Terms
TF10 Client – The TaxFactory 10.0 web application.
TF10 Client Instance – A collection of all components that when configured for an
environment, will render the TF10 Client.
Environment – This is a one-to-one relationship between the database and the TF10 Client.
Cyclic – This represents the release level of the TF10 Client.
JDBC –This abbreviated term represents the Java Database Connection.
Workstation – This term represents the Client’s personal computer.

B. TaxFactory 10.0 Architecture Overview

The architecture of TaxFactory 10.0 (TF10) is drastically different from previous releases.
TF10 is a web application accessed through a user’s web browser. This very important
concept means that the TF10 application no longer installs directly to a user’s personal
workstation. TF10 is now installed on a Windows Server that is accessible over a network
(Figure 1).
Figure 1

C. The TaxFactory 10.0 Environment

The TaxFactory 10.0d release introduced the concept of a TaxFactory environment.
Previous releases of TaxFactory 10.0 allowed for only one installation of the TaxFactory
10.0 web application per Windows Server. The TaxFactory environment acts as a container
for the web application and this very important concept is what allows multiple TaxFactory
web applications to be installed on one Windows Server (Figure 2).
A TaxFactory environment contains a single instance of the TF10 Client that is connected
to a single TaxFactory 10.0 database. This one-to-one connection between the web
application and database operates in isolation from other environments installed on the
same machine.
Figure 2
D. The TaxFactory 10.0 Client Instance

The TaxFactory 10.0 Client Instance is what allows our web application to operate within its
respective environment, and what also allows users to access the TaxFactory 10.0 Client
through a web browser.

A TaxFactory 10.0 Client Instance consists of a web server, the TaxFactory application and its
associated shared libraries.
Figure 3
A TF10 Client Instance is accessible, via a web browser, from any workstation on the network.
This one-to-many relationship means that multiple users will be able to access the same TF10
Client Instance at one time. For example, multiple users will be able to access the TF10 Client
for their Production, QA, or Development environments simultaneously (Figure 3).
Figure 4

Alternatively, any one user is able to access multiple TF10 Clients from their workstation. For
example, a user can access the TF10 Client for their Production, QA, and Development
environments at the same time (Figure 4).
II. Upgrading from TaxFactory 9.0

If you are upgrading from TaxFactory 9.0 to the TaxFactory 10.0 Client, please follow the
instructions in this section before you continue with your installation. Otherwise, skip to
section III.
A. Backup custom data on TaxFactory 9.0.x using the Custom Backup/Restore via Tech Tools.
Back-up custom data
TaxFactory Main Menu > Tech Tools > Custom Backup/Restore > click the Back Up
button > Highlight the Dataset you want to backup > Enter filename and select storage
location or accept default filename and location (TFxx-xx-20xx.xml (the current date) and
default location (where TF90 Client installed)) > click Start.
B. Run the appropriate script to drop and create tables for TaxFactory 10.0 on your
system. e.g. TF10ddd.sql, where ddd is the database type; ora for Oracle, sqv for SQL
Server, inf for Informix, db2 for DB/2, etc. Please refer to the Server Section of the online
technical documentation for specific instructions for your server environment.
Note: Database must be created as case-sensitive.
C. Create a new ODBC data source name for TaxFactory 10.0. See the Configuring the
ODBC Data Source section in the online technical documentation.
III. First Time Installation of an Environment

Installing an environment is a first time installation of a TF10 Client. Each release of
TaxFactory includes the ability to install one or up to twelve environments. Each environment
installation will include the TF10 Client of that particular release. Each release also includes
the ability to upgrade the TF10 Client for an existing environment.
Please see section IV Upgrading/Reposting an Environment for further details on upgrading
or reposting to an existing TaxFactory environment.
A. Prerequisites
For more information regarding these prerequisites, please see the online technical
documentation on the MyBSI Connect website.
Note: TaxFactory does not support Unicode. Create an OSS Note for any Unicode-related
questions.
1. The user must have administrative rights in the network server to perform the
7

TaxFactory 10 Client installation

2. The TaxFactory 10.0 database must be created and populated using the corresponding
SQL script.
Note: Database must be created as case-sensitive.
3. Java and Apache Tomcat 6, 7 or 8 must be installed.
4. The ODBC connections for TaxFactory 10 must be created. Please note that the ODBC
connections must match the installed Apache Tomcat 6, 7 or 8. Therefore, for a 32-bit
Tomcat, the 32-bit ODBC is required, and for a 64-bit Tomcat, the 64-bit ODBC is
required.
5. The installer depends on the JDBC connection information. The appropriate JDBC *.jar
file must be available. For each type of environment, details for *.jar file can be found
starting on page 18.
Note: Upgrading to Tomcat 8.0 may require the latest version of the JDBC *.jar file
for your environment.
B. Java Installation
Java must be installed on the network server. TaxFactory 10.0 Client requires Java 6 or
greater for Tomcat 6 or 7 and Java 7 or greater for Tomcat 8. For Tomcat 8, Java 8 is
recommended. If the appropriate Java version is already installed, skip to section C.
To download Java, go to http://www.java.com/en/ and click the red download button to

start the download. From there, run the Java installer.
C. Tomcat Installation
Once Java is installed, the Apache Tomcat web server can be installed.
1. Go to http://tomcat.apache.org/. On the left-hand side of the webpage under Download,

select Tomcat 7.0 or Tomcat 8.0.
Note 1: Tomcat version 6.0 is no longer supported by Apache.
Note 2: Tomcat version 8.5 is not supported for use with the TaxFactory 10.0 Client.
2. Select the 32-Bit/64-Bit Windows Service Installer.
3. Download and Run the installer.
a. The Setup Wizard will display. Click Next.
b. Click I Agree for the license agreement.
c. Click Next. (Use all the default settings)
d. Click Next. (We recommend changing the Windows Service Name TF10Tomcat )
e. Click Next
f. Click Install, or Browse to the desired installation directory and install there.
g. Click Finish.

D. Download the TF10 Client Package from the BSI Portal

1. Go to the BSI community link.
2. Go to the Product Maintenance tab.
3. Go to the Choose Product dropdown and select TaxFactory.
4. Under Maintenance, select Cyclic Bulletins.
5. Under Cyclic Product, select BSI TaxFactory 10.0x where x is the cyclic
6. Under Client Package, select TF10 Client Package for Windows.
7. Save the TF10ClientInstall.zip to a desired location
8. Unzip the contents of the file to a working folder.
Note: The contents of the TF10ClientInstall.zip include tfutils32.exe and tfutils64.exe.

Please keep these executables in the same directory as the TF10ClientInstall.exe as they are
required to complete the installation
E. Installing a TaxFactory 10.0 Environment

1. Double click the TF10ClientInstall.exe. (Some users may wish to right-click on the
executable and ‘Run as administrator’ if unsure of permissions to particular drives or
folders.)
2. The Welcome screen lists the functions of the installer and the prerequisites for
installation. Click Next. (Figure 5 is an example with TF10k)

Figure 5 – TF10k example
3. Enter the current password. (Figure 6)
The user will enter the password for the release in the password entry screen. The
installation password is provided in the Download notice. Otherwise, the user contact
can e-mail a request for the installation password to BSI.SECURITY@BSI.COM. In
the subject line, indicate "Password Request - TF 10.0". Click Next.
10

Figure 6
4. You must accept the License Agreement. Click I Agree. (Figure 7)
Figure 7
11

5. Configuration Analyzer
a. If this is a first time installation, the configuration analyze indicates that none of the
environments are installed. (Figure 8)
Figure 8
b. If you have more than one Apache Tomcat web server installed, you must select your
Apache Tomcat web server from the dropdown selection. Click Next. (Figure 9).
Note: For the first environment install of a cyclic, you can change the Tomcat server.
All later environment installs of that cyclic will use the same Tomcat server.
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Figure 9
Note: The number of WEB Servers that you may select from is based on which Tomcat
versions you have installed on your computer.
6. Java Runtime Environment Configuration (Figure 10)
a. Tomcat will determine the default Java Virtual Machine (JVM) based on the
information available in the registry. If the Installer successfully determines the default
Java Virtual Machine then the confirmation screen will appear.
Note: If a specific JVM, other than default is desired to be used, then use Browse
button to navigate to the desired jvm.dll file.
13

Figure 10
b. If the Installer cannot determine the default Java Virtual Machine, then the Installer will
ask to navigate to the Java Virtual Machine (jvm.dll), which is to be used by Tomcat.
Use the Browse button to navigate to desired jvm.dll file.
c. Click Next.
7. Environments Install/Update Configuration (Figure 11)
This page allows you to select from two groups of environments: Standard
Environments and Extended Environments. The Standard Environments include the
Production, Development, QA, and Test (3) environments. Unless you plan to install
more than six environments, select only this option.
Note: You will not have to configure and install all six (or twelve) environments, as
you will be able to individually select which environments you want to install.
14

Figure 11
Check the options you want and click Next.
8. TaxFactory 10 Environment Configuration (Figure 13)
a. From here you will be able to select the individual environments you want to install.
The first environment is the Production Environment (Figure 12). If you want to
install subsequent environments prior to the installation of the Production
Environment, click Next until you arrive and the Environment Configuration page
you wish to install.
b. Check Install and click Next.
Note: Some Database/network configurations close stale connections automatically.

The Enhanced Network Configuration option must be selected if stale connections
are being closed.
15

Figure 12
Figure 13
16

Complete the TaxFactory 10.0 Client Environment information. Select the radio
button for the type of database to be used and then fill out the application fields.
(Figure 14)
Note: For Oracle databases, only the *.jar file, Username, Password, and
Schema will be entered on this page. The next page will request the
tnsnames.ora entry for the database alias you wish to use. Please see the
Oracle section for further instructions.
Figure 14
Values for Application Fields displayed above in Figure 14

1. Select the database type to connect to.
2. Select the JDBC *.jar file for the selected database type.
3. Enter the WEB Server Service Port (default values are provided for each
environment).
4. Enter the WEB Server Service Name (default names are provided for each
environment).
5. Enter the name of the database to connect to.
6. Enter the database schema (default is TF10).
7. Enter the listener port of the database to connect to.
8. Enter the host name of the host that the database resides on.
9. Select the ODBC connection configured for the database.
10. Enter the User ID and Password to log in to the database.
17

MS SQL Server
1. MS SQL Server
Note: You will be prompted whether or not Windows Authentication is used for the
DSN connection.
2. sqljdbc4.jar.
Version 4 download
Note: Version two of the sqljdbc4.jar must be used for SQL Server 2003 and earlier.
Version 2 Download
3. This can be the default port or user selected
4. This can be the default name or user selected
5. This is the name of the database created for TaxFactory 10.
6. This is the schema for the TaxFactory 10 database.
7. The default listener for SQL Server is 1433
8. This is the host name of the TaxFactory 10 database server.
9. Select the ODBC connection to the TaxFactory 10 database.
Note: If Windows Authentication was specified in Step 1, the ODBC connection must
use Windows Authentication.
10. Enter the database Username and Password
DB2 (Native)
1. DB2 (Native)
2. TaxFactory supports the use of the Type 2 (db2jcc.jar) and Type 4 (db2jcc4.jar)
drivers. A license file, db2jcc_license_cisuz.jar or db2jcc_license_cu.jar, depending
on your OS, may be required as well. This will have to be manually placed in the
tomcat\lib directory. The drivers and licenses will come with the IBM or DB2 Client
software (E.g., C:\Program Files\IBM\SQLLIB\java). Otherwise, please contact your
DB2 provider for more information.
5. On AS400, this will be the local entry for the DSPRDBDIRE command, or it can be
the database library for TaxFactory 10. For other systems, this will be the Database
Name value.
6. On AS400, the schema name will be the database library for TaxFactory 10. The
default schema is TF10.
7. On AS400, the default listener is 446. Otherwise, this is the Service Name value for
the database node.
8. This is the host name of the TaxFactory 10 Database server
9. Select the ODBC connection to the TaxFactory 10 database
IBM i (JT400)
1. IBM i (JT400)
2. jt400.jar. This comes with the IBM client software or it can be downloaded as part of
the JTOpen library from http://sourceforge.net/projects/jt400/
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5. This will be the local entry for the DSPRDBDIRE command, or it can be the
database library for TaxFactory 10.
6. The schema will be the database library for TaxFactory 10.
7. The default listener is 446.
8. This is the host name of the iSeries machine.
9. Select the ODBC connection of the TaxFactory 10 database.
10. Enter the database Username and Password.
Sybase
1. Sybase
2. jconn4.jar. This can be downloaded from the Sybase website.
5. This is the name of the Sybase database created for TaxFactory 10
6. This is the schema for the TaxFactory 10 database
7. The default listener is 5000
8. This is the host name of the Sybase database
9. Select the ODBC connection for the TaxFactory 10 database
MaxDB
1. MaxDB
2. sapdb.jar. This driver can be downloaded from the SAP DB website.
5. This is the name of the database for TaxFactory 10
6. This is the name of the schema for the TaxFactory 10 database
7. The default port is 7210. If the default port is used, leave the Database Port field
blank. Otherwise, type the database listener port in this field.
8. This is the host name of the TaxFactory 10 database
9. Select the DSN for the TaxFactory 10 database
10. Enter the Username and Password for the database login
HANA
1. HANA
2. ngdbc.jar. This driver can be accessed after running a version of the HANA Client
which you have licensed.
5. No database name is required for HANA.
6. This is the name of the schema for the TaxFactory 10 database
7. Enter the listener port established by the HANA administrator, usually in the format
of 3NN15 where NN is the instance of the database (no default port exists for HANA)
8. This is the host name of the TaxFactory 10 database
9. Select the DSN for the TaxFactory 10 database
10. Enter the Username and Password for the database login
19

Oracle
Oracle JDBC configurations work differently from other databases. From Figure 14
above, only fields 1, 2, 3, 4, 6, 9, and 10 will be completed on this page.
1. Oracle
2. ojdbc6.jar. This can be downloaded from the Oracle website. Please be sure to
download the driver based on the correct database version.
6. This is the schema name for the TaxFactory 10 database
9. Select the ODBC connection for the TaxFactory 10 database
Once these values have been entered, click Next. The next page will prompt you for the
tnsnames.ora entry of the Database alias. Example is in Figure 15.
Figure 15
Paste the value from the tnsnames.ora file, starting with “(DESCRIPTION=…)”), into the
text editor and click Next.
Click Next once the configuration information has been entered. The next
Environment Configuration page will appear. From there you can either
continue installing more environments by repeating the steps in section ii above
or you can click Go to Confirmation Screen (Figure 16) to skip the remaining
20

environments, confirm the selection (Figure 17), and finish the installation.
(Figure 18)
Figure 16
Figure 17
21

Figure 18
Note: If any errors occur during installation:
1. Right-click on the textbox in Figure 18;

2. Select “Copy Details to Clipboard”;
3. Paste the details into a text file;
4. Send the text file to BSI support for help in resolving the error.
F. Accessing the TaxFactory 10.0 Client application

To access the application, open a web browser and type the URL in the following pattern…
http://<machine/server>:<port #>/eTF10<version(cyclic/ISE)>/<web SVC>
…based on:
1 <machine/server>: ‘localhost’ for a local machine or the name of the server or
machine onto which the TF10 Client is being installed;
2 <port #>: Figure 14 – Box 3 – the port number here must match;
3 <version(cyclic/ISE)>: Figure 5 – Client Revision must match for an
environment with the new installation or Figure 19 – Environment must match
for an existing installation;
4 <web SVC>: Figure 14 – Box 4 – the name of the web service here must match.
Example: http://localhost:8091/eTF10g/PRD …where:
1. localhost references the local machine that TaxFactory was installed;

2. 8091 is the Web Service Port Number of the Environment;
3. ‘g’ is the cyclic of this installation;
22

4. PRD is the WEB Server Service Name.
Note: If you used a custom Web Service Port Number and/or a custom Web Server Service
Name during installation, use these values in the URL.
IV. Upgrading/Reposting an Environment

Upgrading/Reposting an environment is much simpler than a first time installation. Since the
environment has already been installed, there is no configuration necessary. Environments can
be upgraded one at a time, in any order. Follow these steps to upgrade an environment:
Note: During a Cyclic Upgrade, if you decide to change your Tomcat version from either
Tomcat 6 or 7 to Tomcat 8 and your database is either IBM I (jt400) or MaxDB, you
must download the latest JDBC *.jar file for your database type. You will not be able
to Update or Replace the existing Client version with the new Client version. You will
need to uninstall your specific environment (WEB Server Service) and reinstall it using
the new JDBC *.jar file.
1. Download the TF10 Client Package, as specified in section III, step D.

2. Double click the TF10ClientInstall.exe. (Some users may wish to right-click on the
executable and ‘Run as administrator’ if unsure of permissions to particular drives or
folders.)
3. Click Next
4. Enter the password for the current cyclic and click Next
5. Click I Agree for the License Agreement
6. If you have an existing version of TaxFactory 10.0 Client (prior to TF 10.0d) installed,
select YES or NO for uninstalling that instance.
7. Verify which Environment to be upgraded on the Configuration Analyzer page and
click Next. (Figure 19)
8. If not already selected, either navigate to the base Apache Tomcat directory or select the
Apache Tomcat to use from the dropdown. The Apache Tomcat version can be
different from the Apache Tomcat version used for prior cyclic versions. However any
additional environment installations of that cyclic version will use the same Tomcat
version.
9. Click Next
10. Check the group of Environments that contains the Environment to be upgraded. e.g., if
you want to update your Development environment, check the
Install/Review/Uninstall/Upgrade Standard (Production through Test 3)
Environments option.
11. Click Next
12. Click Next until you arrive at the Environment Configuration page for the Environment
you wish to upgrade.
13. If the upgrade will change the Cyclic ISE version, then check the “Replace existing
TF10<x> Client with TF10<y> Client” Option. If your database and/or network
equipment is configured to close a stale TCP/IP connection, then you may wish to
check the Set Enhanced Network Configuration Option. (Figure 20)
23

14. Otherwise (If the upgrade will not change the Cyclic ISE version), check the “Update
existing TF10<y> Client with current TF10<y> Client” Option. If your database
and/or network equipment is configured to close a stale TCP/IP connection, then you
may wish to check the Set Enhanced Network Configuration Option. (Figure 21)
15. Click Next
16. If you have selected all of the environments you wish you upgrade, click the Go to
Confirmation Screen. Otherwise, repeat steps 13-15 until you have selected all the
Environments to be updated.
17. Select the “Update current Cyclic for <env> Environment(s) with TF10<y> Cyclic”
options for the Environments on the confirmation screen. The <env> represents the list
of environments to update.
18. Click FINISH (Figure 22)
Figure 19 – Example with 4 existing environments.
24

Figure 20 – Example where existing environment is TF10J and upgrading to TF10M
Figure 21 – Example where existing environment is refreshed with TF10M
25

Figure 22 – Example where PRD will be upgraded to TF10M
V. Uninstalling TF10 Environments

The Uninstall option will remove all TaxFactory associated services, registry entries,
directories and subdirectories for both the XML server (for every cyclic prior to TF 10.0k) and
the Apache Tomcat services associated with each environment.
A. Uninstalling all environments

This option should be used only when you are certain that you want to uninstall all TaxFactory
environments. (Figure 23)
1. On the Environments Install/Update Configuration page, select Uninstall all

TaxFactory 10.0 Environments.
2. Click Next
3. Check the Uninstallation option to confirm your actions.
4. Click FINISH
26

Figure 23
B. Uninstalling an Existing TaxFactory Instance

1. On the Environments Install/Update Configuration page, select the
Install/Review/Uninstall/Upgrade option for the group of Environments that contains
the particular Environment to be uninstalled. (Figure 12)
2. Click Next. If applicable, click Next until you reach the Environment Configuration
page of the Environment you wish to uninstall. (Figure 24)
3. Check Uninstall
4. Click Next
5. Click Go to Confirmation Screen
6. Check the Uninstall option for the Environment to confirm your actions.
7. Click FINISH
27

Figure 24
28

VI. Reviewing Client Environments
Review Production Environment (Figure 25)
Figure 25
1. Check the Review box in order to Review the Production configuration. If you do not
wish to review this environment, do not check anything and hit Next.
2. Review the Production configuration to determine the current configuration variables
for this environment. (Figure 26)
29

Figure 26
3. Select Next and repeat this process for the review of any subsequent environments.
4. Or, Select Back, until you are back to the Install/Review/Uninstall screen. This will allow the
user to install a repost of the currently installed cyclic, check the Update box and the newest
WAR File and JNI DLL will be loaded.
VII. Updating Database Connect Credentials

To update database connect credentials for any installed environment that is at TF 10.0k or higher,
click on the Update Database Connect Credentials box on the Environment configuration screen
(see Fig.27).
30

Figure 27
The system will display the informational box and opens the WEB Server Configuration screen, where
the Username and Password fields need to be populated with the new values (see Figure 28).
The client installation program will preserve the encryption setting for the environment. If your
environment is configured to use encrypted Username and Password (“Encrypt UID and PWD” box is
marked), then the new values will be encrypted in the WEB Server configuration file.
31

Figure 28
Enter the new Username and Password for the database login and click on the Next button. If no
other action is required, click on the Go to Confirmation Screen button.
Select the “Update Database connection credentials for <env> Environment(s)” options for the
environments on the confirmation screen. The <env> represents the list of environments to update
the Database Connection Credentials.
32

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BUSINESS SOFTWARE, INC.

(BSI) CONFIDENTIAL AND PROPRIETARY INFORMATION

Client Installation Guide

©Copyright 2017 Business Software, Inc.

I. Introduction to TaxFactory 10 ...................................................................................................... 3

©Copyright 2016 Business Software, Inc.

Cyclic – This represents the release level of the TF10 Client.

JDBC –This abbreviated term represents the Java Database Connection.

Workstation – This term represents the Client’s personal computer.

©Copyright 2016 Business Software, Inc.

B. TaxFactory 10.0 Architecture Overview

©Copyright 2016 Business Software, Inc.

C. The TaxFactory 10.0 Environment

D. The TaxFactory 10.0 Client Instance

©Copyright 2016 Business Software, Inc.

©Copyright 2016 Business Software, Inc.

II. Upgrading from TaxFactory 9.0

Note: Database must be created as case-sensitive.

III. First Time Installation of an Environment

©Copyright 2016 Business Software, Inc.

©Copyright 2016 Business Software, Inc.

To download Java, go to http://www.java.com/en/ and click the red download button to

1. Go to http://tomcat.apache.org/. On the left-hand side of the webpage under Download,

©Copyright 2016 Business Software, Inc.

D. Download the TF10 Client Package from the BSI Portal

Note: The contents of the TF10ClientInstall.zip include tfutils32.exe and tfutils64.exe.

E. Installing a TaxFactory 10.0 Environment

©Copyright 2016 Business Software, Inc.

Figure 5 – TF10k example

3. Enter the current password. (Figure 6)

©Copyright 2016 Business Software, Inc.

4. You must accept the License Agreement. Click I Agree. (Figure 7)

©Copyright 2016 Business Software, Inc.

©Copyright 2016 Business Software, Inc.

6. Java Runtime Environment Configuration (Figure 10)

©Copyright 2016 Business Software, Inc.

7. Environments Install/Update Configuration (Figure 11)

©Copyright 2016 Business Software, Inc.

Check the options you want and click Next.

8. TaxFactory 10 Environment Configuration (Figure 13)

b. Check Install and click Next.

Note: Some Database/network configurations close stale connections automatically.

©Copyright 2016 Business Software, Inc.

©Copyright 2016 Business Software, Inc.

Values for Application Fields displayed above in Figure 14

©Copyright 2016 Business Software, Inc.

©Copyright 2016 Business Software, Inc.

©Copyright 2016 Business Software, Inc.

©Copyright 2016 Business Software, Inc.

©Copyright 2016 Business Software, Inc.

Note: If any errors occur during installation:

1. Right-click on the textbox in Figure 18;

F. Accessing the TaxFactory 10.0 Client application

Example: http://localhost:8091/eTF10g/PRD …where:

1. localhost references the local machine that TaxFactory was installed;

©Copyright 2016 Business Software, Inc.

4. PRD is the WEB Server Service Name.

IV. Upgrading/Reposting an Environment

1. Download the TF10 Client Package, as specified in section III, step D.

©Copyright 2016 Business Software, Inc.

Figure 19 – Example with 4 existing environments.

©Copyright 2016 Business Software, Inc.

Figure 20 – Example where existing environment is TF10J and upgrading to TF10M