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

Maintaining Regulatory Bulletins

There are two ways to maintain regulatory bulletins. Each is detailed below:

Download the Regulatory Bulletin

1. Log into the BSI Community portal.

2. Select Product Maintenance

3. Under Choose Product, select TaxFactory.

4. Under Maintenance, select Regulatory Bulletins.

5. In the Regulatory Bulletin list, select the version of the TaxFactory 10.0 Regulatory Bulletins that matches your Release version, if applicable

6. Click the Regulatory Bulletin to download the Bulletin Cover Page & Download to save the TFU10xxx.nrq update file.

7. Click Save-as or Show in Folder to save the .nrq file to a local PC working directory.

Windows Command Prompt (Recommended)

1. From the Command Prompt, navigate to the location of the TF10ClientInstall (Example: cd C:\BSI\TaxFactory10\TF10E1\TF10ClientInstall).

2. Use cd win32 for a 32-bit version or cd amd64 for a 64-bit version.

3. Type in the command tf10lic /ResetDSN.

4. Type in the command set TF10_SCHEMA_NAME=TF10, or the name of your schema.

5. Type in the command set TF10_DATASET=DEFAULT.

6. Type in the command tfmaint “C:\BSI\TaxFactory10\TF10E1\TFU10039.nrq” where the double quotes includes the full path and the filename downloaded through the path that you specified. (Note: The double quotes are necessary especially when a space exists in the path.)

7. Open a text reader, such as Notepad, and choose to open a file, navigating to where you downloaded the TF10ClientInstall and into win32 (if 32-bit version) or amd64 (if 64-bit version) and select the output file (Example Output Path: C:\BSI\TaxFactory10\TF10E1\TF10ClientInstall\win32; Example Output Filename: TFU10039.upd).

UNIX

1. FTP TFU10039.nrq data to the UNIX directory where the tfmaint executable was installed.

2. Set your data to binary format.

3. Set your database environment. (See Database Sections Below.)

4. Load the Regulatory Data: $ ./tfmaint "TFU10039.nrq"

Oracle Database

.oraenv - check /etc/oratab dir to choose an instance

export LIBPATH=$ORACLE_HOME/lib

export TF10_DATABASE=tf10/bsi@oraclexxxxxx

export TF10_DATASET=DEFAULT

DB2 Database

export DB2USER=TF10

export PASSWD=bsi

export TF10_DATABASE=xxxxxx

export TF10_DATASET=DEFAULT

Informix Database

export INFORMIXSERVER=xxxxxx

export TF10_DATABASE=TF10

export TF10_DATASET=DEFAULT

HANA Database

export TF10_DATABASE=”ServerNODE=servername:portnumber;UID=xxx;PWD=xxx;"

export TF10_DATASET=DEFAULT

iSeries tfmaint

1. FTP or Transfer the cyclic or regulatory update data file to an Integrated File System (IFS) directory on the iSeries (such as /tmp). The preferred transfer method is FTP binary mode.

2. Logon to the iSeries.

3. 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).

4. Use command wrkenvvar to set environment variable TF10_DATASET to any of the existing datasets, which has database load permission.

From the iSeries command prompt type the following command:

To load regulatory data:
===>call pgm(*TF10 library*/tfmaint) parm('/tmp/TFU10xxx.nrq')

Output Path: /tmp/; Example Output Filename: TFU10039.upd).

Using the TaxFactory Client (Do not use if you have already installed via the command prompt)

Launch TaxFactory in a browser using your configured URL (Example: http://localhost:8091/eTF10e2/PRD/).
Log into TaxFactory 10.0 Client.
Select the Jump To System Tools link from the drop-down in the upper right corner.
Click on the Manual Update link under Maintenance Tools.
Browse to the file downloaded through the path that you specified in Step #7 and click on Upload.
Click on Process.
Select Show Output Files to view the various maintenance PDF audit reports.