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

Installing the iSeries Server

Note: If a vendor supplies your Payroll, review their payroll vendor specific instructions and those in the Client Portal area of the BSI web site at www.mybsi.com/2013 prior to using these instructions for installing TaxFactory .

To perform the TaxFactory installation on the iSeries, you must logon with a user profile that has the rights to create a Data Collection (DB2/400 Database) and a Library, as well as the right to restore Objects.

Installation from the BSI Web Site Server download: (Save File format)

Create the iSeries save file TF10, using the CRTSAVF command, to receive the PC file TF10.
Transfer the PC file TF10 to the iSeries save file TF10 created in Step 1. The preferred transfer method is FTP binary mode.
Get the name of the saved library. Type the following command, then press Enter.

DSPSAVF FILE(*your library name*/TF10')

Restore the saved library. Type the following command, then press Enter.

RSTOBJ OBJ(*ALL) SAVLIB(*save file library name*) DEV(*SAVF) +
SAVF(*your library name*/TF10) RSTLIB(QTEMP)

For a Cyclic Upgrade Installation:

Type the following commands and press Enter after each entry.

MOVOBJ OBJ(QTEMP/TFLOADER) OBJTYPE(*PGM) TOLIB(TF10)

MOVOBJ OBJ(QTEMP/TF400SRV) OBJTYPE(*SRVPGM) TOLIB(TF10)

MOVOBJ OBJ(QTEMP/QSQLSTM) OBJTYPE(*FILE) TOLIB(TF10)

MOVOBJ OBJ(QTEMP/QCBLLESRC) OBJTYPE(*FILE) TOLIB(TF10)

MOVOBJ OBJ(QTEMP/QRPGLESRC) OBJTYPE(*FILE) TOLIB(TF10)

MOVOBJ OBJ(QTEMP/H) OBJTYPE(*FILE) TOLIB(TF10)

MOVOBJ OBJ(QTEMP/QCSRC) OBJTYPE(*FILE) TOLIB(TF10)

MOVOBJ OBJ(QTEMP/BTCTEST) OBJTYPE(*PGM) TOLIB(TF10)

MOVOBJ OBJ (QTEMP/TF10LIC) OBJTYPE(*PGM) TOLIB(TF10)

MOVOBJ OBJ (QTEMP/TF10SCH) OBJTYPE(*FILE) TOLIB(TF10)

MOVOBJ OBJ (QTEMP/TF10CREATE) OBJTYPE(*PGM) TOLIB(TF10)

MOVOBJ OBJ (QTEMP/TFMAINT) OBJTYPE(*PGM) TOLIB(TF10)

Note: You may need to delete the existing objects in TaxFactory 10.0 before you can move in the new objects.

The TaxFactory 10.0 library may need to be added to your payroll process library. The current cyclic versions of the TF400SRV server programs need to be included in this library.
Apply any cyclic specific update data files as specified in the Cyclic Bulletin.
The TaxFactory iSeries Server cyclic upgrade installation is complete.

For a New Install:

Type the following commands, then press Enter after each entry.

RUNSQLSTM SRCFILE(QTEMP/QSQLSTM) SRCMBR(CRTSCHMA) *See note

MOVOBJ OBJ(QTEMP/QSQLSTM) OBJTYPE(*FILE) TOLIB(TF10)

MOVOBJ OBJ(QTEMP/TFLOADER) OBJTYPE(*PGM) TOLIB(TF10)

MOVOBJ OBJ(QTEMP/TF400SRV) OBJTYPE(*SRVPGM) TOLIB(TF10)

MOVOBJ OBJ(QTEMP/QCBLLESRC) OBJTYPE(*FILE) TOLIB(TF10)

MOVOBJ OBJ(QTEMP/QRPGLESRC) OBJTYPE(*FILE) TOLIB(TF10

MOVOBJ OBJ(QTEMP/H) OBJTYPE(*FILE) TOLIB(TF10)

MOVOBJ OBJ(QTEMP/QCSRC) OBJTYPE(*FILE) TOLIB(TF10)

MOVOBJ OBJ(QTEMP/BTCTEST) OBJTYPE(*PGM) TOLIB(TF10)

MOVOBJ OBJ (QTEMP/TF10LIC) OBJTYPE(*PGM) TOLIB(TF10)

MOVOBJ OBJ (QTEMP/TF10SCH) OBJTYPE(*FILE) TOLIB(TF10)

MOVOBJ OBJ (QTEMP/TF10CREATE) OBJTYPE(*PGM) TOLIB(TF10)

MOVOBJ OBJ (QTEMP/TFMAINT) OBJTYPE(*PGM) TOLIB(TF10)

Note: If you DO NOT have the IBM DB2/SQL Development Kit installed (if you cannot execute the RUNSQLSTM command from a command line) , you must enter the following command:

CRTLIB LIB(TF10)

The TaxFactory 10.0 or desired 10.0 library may need to be added to your payroll process library. The current cyclic versions of the TF400SRV server programs need to be included in this library.
The TaxFactory iSeries server installation is now complete.

Install the TaxFactory Client Software on a PC, (instructions located in the online technical documentation under Tech Tools, Database Load) and then activate your Client Access and Database connection. Create the Database Tables using the information below and then load the TaxFactory master file data as per the instructions in the online user help under Tech Tools, Database Load.

To Create TaxFactory Tables on the Database:

RUNSQLSTM SRCFILE(TF10/QSQLSTM) SRCMBR(TF10400) COMMIT(*CHG) +
ERRLVL(40) NAMING(*SQL)

Note: If you DO NOT have the IBM DB2/SQL Development Kit installed (if you cannot execute the RUNSQLSTM command from a command line) , you must enter the following command:

RSTOBJ OBJ(*ALL) SAVLIB(TF10) DEV(*SAVF) SAVF(QTEMP/TF10SCH)

To Create an Alternate TaxFactory Database (schema / library):

iSeries libraries cannot be copied or renamed.

If you want to create an alternate schema, you must create new CRTSCHMA and TF10400 QSQLSTM members, making sure to change all occurrences of "TF10." to "xxxx.", where “xxxx” is your new schema name in your new file copied from the CRTSCHMA & TF10400 members.

Note: If you plan to do a scan/replace, make sure to include the period in the change/replace command, otherwise you may change other TF10 variables that you should not.

Once the alternate schema has been created you must alter the DSN selection to access it via the TF10 client application. To do this, refer to the Technical Documentation, Client, Setting Alternate Schema to Access via Client Tool instructions to create the batch file.

To Populate the TaxFactory Tables on the DB2 Database:

There are two methods available to load data into the TaxFactory tables:

Using ODBC from your PC
Using an iSeries load program

All sequential files and download instructions are located on the BSI web site.

Method A: ODBC Load

Population of the TaxFactory database via an ODBC connection from the Windows client is documented in the user documentation under the Tech Tools, Database Load section.

Method B: iSeries Load

FTP Transfer the BASE TFU10xxx.PKG and/or the optional TFM10xxx.PKG Version 3 data, where xxx is the bulletin level, to an Integrated File System (IFS) directory on the iSeries (such as /tmp).The preferred transfer method is FTP binary mode.
Logon to the iSeries.
Set your library list to contain the TF10 library and DB Collection library, if using an alternate schema which is different than the application library (TF10).
From the iSeries command prompt type the following command:

To load BASE formula data:
===>call pgm(*TF10 library*/tfloader) parm('-l' '-v' '/tmp/TFU10xxx.PKG')

To load TaxLocator Version 3 data:
===>call pgm(*TF10 library*/tfloader) parm('-l' '-v' '/tmp/TFM10xxx.PKG')

Note: If you wish to load a single state's V3 data component:
===>call pgm(*TF10 library*/tfloader) parm('-l' '-v' '/tmp/TFM10xxx.PKG(XXnnn.DTA)')

Where XX is the state's 2 character abbreviation and nnn is the V3 state bulletin level. You can find this information by opening the TFM10xxx.PKG file using the BSI Database Load menu option.

To load custom data:
===>CALL PGM(TF10/TFLOADER) PARM('-r' '-v' '-ddataset' '/tmp/custfile')
Note: There can be no space between the -d parameter and your dataset name.

EXAMPLE:

FTP DOS commands:

>ftp iSeries (login with your iSeries User ID and password)

>lcd d:\w\rpg (your local PC working directory path)

>bin

>put TFU01040.PKG /tmp/TFU10040.PKG

>quit

iSeries commands:

===>chgcurlib TF10

===>call pgm(TF10/tfloader) parm('-l' '-v' '/tmp/TFU01040.PKG')