BUSINESS SOFTWARE, INC. (BSI) CONFIDENTIAL AND PROPRIETARY INFORMATION

Alternate Save/Restore Database Load Process

TFLoader is a new TaxFactory command line utility that can be used to Save/Restore BSI Base data, locator V3 data, or Custom data natively in your environment. Connect your system to the desired database and dataset and then use the tfloader command line executable from the directory where the TaxFactory application was installed.

Important: Due to the size of the files used, database load run times can exceed the session time of the TaxFactory client browser application. For optimal performance, please perform a database load when the database server is experiencing a lower volume of traffic. The preferred method of populating the database is to use TFLoader. For instructions on using TFLoader, use the command prompt to navigate to the directory of the executable and type tfloader -h

Note: If using Excel to edit the *.csv generated file, column properties may need to be reviewed and set according to your custom variable's standards. For example: Any field with leading zeros will suppress those values unless the column's property is set to accommodate the actual alpha-numeric value (CC:0009 is not the same as CC:9).

Options

-b saves database	TF10 package	saves entire database to package file
-z restore database	TF10 package	deletes all data and restores database
-l load file	TF10 package or file	loads data from specified file
-p file path	TF10 package or file	specifies path to the package file or locator package
-c save custom	TF10 package or file	saves custom data to a file
-r restore custom	TF10 package or file	restores custom data from file
-v verbose	view record count
-p place output	TF10 package	writes the output in the same directory as the path of the input file to load; it is used with the –l parameter in order to load a file
-j single transaction mode	TF10 package	establishes a single record insert mode; it is used with the -l and -r parameters
-k prepared statement mode	TF10 package	statement is preprocessed in the database once and each statement is sent in one transaction; it is used with the -l and -r parameters
Note: As of TaxFactory version 10.0.k, the High Performance array mode statements are sent to the database in blocks. This is the default setting and does not require a switch. If using an ODBC that does not support Array Mode, the system will generate an ODBC error. In this case, use the command line parameter –j or –k with tfloader to load data.

Save Options

-t text only

write unencrypted

-ddataset to save

save named dataset, current if not specified, or *ALL

-u [-fStartDate]

save Unemployment and Optional Rate Overrides for a specified dataset into a .csv file. Optional Start Date parameter will save only overrides with a Start Date greater or equal to that provided.

Note: StartDate must be in the format YYYYMMDD

Restore/Load Options

-ddataset to restore to	restore to names dataset, source dataset if not specified
-s include security records	restores the dataset rights
-n new dataset	creates the dataset if it does not exist
-w clear dataset	clears all custom data prior to restore
-r –d<dataset name>	loads custom data
-u	restore (update/insert) Unemployment and Optional Rate Overrides from .csv file. Note: Option -u is not compatible with -d, -s,-n, and -w options. Rates are restored (updated/inserted) based on Dataset/Company values in *.csv file.
-j	establishes a single record insert mode; it is used with the -l and -r parameters
-k	establishes a prepared statement insert mode; it is used with the -l and -r parameters

File Naming

TF10packageName(ALL, BASE, BASE, ADDR, *CUST, <name>)
	*ALL - All sub files in the package
	*BASE - BASE BSI tax formula and V1 file in the package
	*ADDR - All address V3 state files in the package
	*CUST - All custom data sub files in the package
	<name> named file in the package

Note: If the parameters are included in parenthesis after the package name, enclose the entire string in double quotes. See examples below.

Examples

tfloader -l –v "tfuvvbbb.pkg(BASE)" Note:* This command is case sensitive.	loads all BSI Supported data, no deletion
tfloader -v -l -p D:\TF-Data\TFM10049.pkg(AR049.DTA)	loads data for a specific state
tfloader -v -l -p D:\TF-Data\TFM10049.pkg	loads locator data for any applicable state
tfloader -v -l -p D:\TF-Data\TFU010124.pkg	loads formula data for any applicable authority or tax type
tfloader -r -v –ddataset file.bak Note: This command is case sensitive.	restores custom data to a specific dataset
tfloader -r -v -ddataset "file.bak(ALL)" Note:* This command is case sensitive.	restores custom data for all datasets in backup package overlaying/adding to what existed previously Note: There can be no space between the -d parameter and your dataset name.
tfloader -w -r -v -ddataset "file.bak(ALL)" Note:* This command is case sensitive.	restores custom data for all datasets in backup package, first clearing what existed previously Note: There can be no space between the -d parameter and your dataset name.
tfloader -l -v "tfmvvbbb.pkg(*ADDR)"	loads all BSI ADDRESS V3 data, all states, no deletion
tfloader -z -v tfuvvbbb.pkg Note: This command is case sensitive.	drops the database & restores everything from the package
tfloader -r -v -n -dMyNewDataSet Note: This command is case sensitive.	restores the custom data to TaxFactory in a new dataset
tfloader -r -v -n -dMyNewDataSet "tf90.bak(tf90.xml)" Note: This command is case sensitive.	restores the TaxFactory 9.0 custom data to TaxFactory 10.0 in a new dataset
tfloader –c –dDEFAULT –u mydata.csv Note: This command is case sensitive.	back up DEFAULT dataset Unemployment and Optional Rate Overrides custom data into mydata.csv file
tfloader –c –dALL –u –f20140101 mydata.csv Note:* This command is case sensitive.	backs up Unemployment and Optional Rate Overrides custom data for all datasets that have Start Date on or after 01/01/2014 into dataset.csv file
tfloader –r –u mydata.csv Note: This command is case sensitive.	restore (update/insert) Unemployment and Optional Rate Overrides data based on dataset and company values for each entry in mydata.csv file. Note: The dataset and company must exist.