Thomson Reuters (Professional) Australia Limited 1 of 51 ABN 64 058 914 668 Tel +61 (2) 8587 7500 Level 6, 19 Harris Street, Pyrmont, NSW, 2009 Fax +61 (2) 8587 7100
THOMSON REUTERS’
ONESOURCE Corporate Tax 2015.1 INSTALLATION GUIDE
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TABLE OF CONTENTS
TABLE OF CONTENTS ............................................................................................. 2
TABLE OF CONTENTS ............................................................................................. 2
1 INTRODUCTION ............................................................................................... 3 1.1 Audience .............................................................................................................. 3 1.2 Technical support .................................................................................................. 3
2 BEFORE YOU BEGIN ....................................................................................... 4 2.1 New Installations ................................................................................................... 4 2.2 Upgrade Installations ........................................................................................... 10
3 STARTING THE ONESOURCE INSTALL/UPGRADE APPLICATION ................... 12
4 INSTALLING ONESOURCE ............................................................................. 14
5 UPGRADING FROM ONESOURCE Corporate Tax 2014.1 ................................. 18 5.1 Preparation for upgrade ....................................................................................... 18 5.2 Performing the upgrade ........................................................................................ 21
6 POST-INSTALLATION TASKS ......................................................................... 24 6.1 Bind the ONESOURCE Corporate Tax virtual directory to Microsoft® .NET Framework
version 4.0 (if applicable) .............................................................................................. 24 6.2 Test the ONESOURCE Corporate Tax installation .................................................. 25 6.3 Linking ONESOURCE Corporate Tax 2015.1 to a standard web address ................. 26 6.4 Installing ONESOURCE Licence Key .................................................................... 26 6.5 Distribute ONESOURCE Corporate Tax 2015.1 Templates and Configuration Files ... 29 6.6 Unlock ONESOURCE .......................................................................................... 29 6.7 Install ExcelReader Service for 64 Bit Operating System ......................................... 30 6.8 Enabling User Password Generator ...................................................................... 30
7 ONESOURCE PASSWORD ADMINISTRATION ................................................. 31
8 MAINTAINING AN ONESOURCE INSTALLATION ............................................. 36 8.1 Structure of an ONESOURCE Corporate Tax Installation ........................................ 36 8.2 Removing ONESOURCE Corporate Tax ............................................................... 36 8.3 Copying the ONESOURCE Installation .................................................................. 36
9 DATABASE MAINTENANCE ........................................................................... 37 9.1 Database Backup Procedure for SQL Server 2005/2008 ......................................... 37 9.2 Database Restoration Procedures for SQL Server 2005/2008.................................. 38 9.3 Relocating the ONESOURCE Corporate Tax Database to a new Database Server.... 39 9.4 Database Transaction Logging ............................................................................. 40
10 CLIENT CONFIGURATION REQUIREMENTS .................................................... 41
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1 INTRODUCTION
This document provides detailed instructions for installing and maintaining ONESOURCE Corporate Tax 2015.1 (referred from now as ONESOURCE Corporate Tax), upgrading from ONESOURCE 2014.1 and maintaining passwords.
WE STRONGLY RECOMMEND THAT YOU READ THIS DOCUMENT BEFORE INSTALLING OR UPGRADING TO ONESOURCE 2015.1.
Please also refer to the ONESOURCE Corporate Tax System Requirements on the ONESOURCE Corporate Tax Installation CD for information about hardware and software requirements.
The outcomes of performing the available tasks are summarised below:
TASK OUTCOME
New Installation Following successful installation, ONESOURCE Corporate Tax 2015.1 will be deployed on your Web Server and configured with an empty SQL Server Database.
New installers should start at Section 2.1 - New Installations.
Upgrade from N-ABLE 2014.1 Following a successful upgrade, ONESOURCE Corporate Tax 2015.1 will be deployed on your Web Server and configured with a SQL Server Database that has been populated with data from your ONESOURCE Corporate Tax 2014.1 installation.
The existing ONESOURCE Corporate Tax 2014.1 installation is still accessible and has not been modified by the upgrade process.
Upgrading installers should start at Section 2.2 - Upgrade Installations.
Changing Passwords The ONESOURCE Corporate Tax System Administrator can log onto ONESOURCE Corporate Tax with a new password.
Refer to Section 7 - ONESOURCE PASSWORD ADMINISTRATION
1.1 Audience
This document is intended for use by the System Administrator responsible for installing and maintaining software and systems in your Information Technology environment.
Other resources
Please read the following documents on the ONESOURCE Corporate Tax 2015.1 Installation CD:
Read Me First
ONESOURCE Corporate Tax System Requirements
Release Notes ONESOURCE 2015.1
A copy of this installation guide is also available as part of the ONESOURCE Corporate Tax 2015.1 installation file set download.
1.2 Technical support
For technical support please contact Thomson Reuters on the toll free support line 1800 074 333 or e-mail [email protected]
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2 BEFORE YOU BEGIN
2.1 New Installations
2.1.1 Operating system and server software
Please ensure the following software is installed on the Web/Database Servers prior to installing ONESOURCE Corporate Tax:
Microsoft® Windows Server 2003 / 2008 / 2008 R2 or later
Internet Information Services (IIS)6.0/7.0
Microsoft® .NET Framework v4.0
For existing clients:
Microsoft® SQL Server 2005 (Service Pack 2 or later) / SQL Server 2008 or later.
For new clients
Microsoft® SQL Server 2005 (Service Pack 2 or later) / SQL Server 2008 or later.
The Microsoft® .NET Framework must be installed on the same server as IIS (the “Web Server”). Microsoft® SQL Server should be installed on a “Database Server”. The Database Server can be located on the same machine as the Web Server or on a separate machine. Please refer to the ONESOURCE System Requirements for information regarding the latest versions and Service Packs required.
2.1.2 Server Configuration requirements
Prior to installing ONESOURCE Corporate Tax, please configure the operating system and server software as follows:
2.1.2.1 Operating system – Web Server
Select Regional Options in the Windows Control Panel. Change the System Locale to English (Australia), as per the screen shot and apply changes. Windows Server 2008 is shown in the second screen shot.
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2.1.2.2 Microsoft® .NET Framework
Version 4.0 of the Microsoft® .NET Framework is required for correct operation of ONESOURCE Corporate Tax 2015.1.
TIP: Schedule the installation of version 4.0 of the Microsoft® .NET Framework on the Web Server
after the installation of Internet Information Server (IIS). This ensures that IIS is correctly configured.
2.1.2.3 Install .NET Framework
If ASP.NET v4.0.30319 is not listed you will need to download and install the Microsoft® .NET®
Framework 4.0 from:
http://www.microsoft.com/downloads/en/details.aspx?familyid=0a391abd-25c1-4fc0-919f-b21f31ab88b7
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Enabling the .NET Framework to work with IIS
When configuring IIS for the first time on a Windows 2003 / 2008 Server, the .NET Framework is not enabled by default, even though it may be installed. Instructions to check & bind .NET 4.0 with IIS are available in section 6.1.2 & 6.1.3. These instructions assume:
Windows Server 2003 / 2008 is installed
Microsoft® .NET Framework version 4.0 is installed, but not enabled
ONESOURCE Corporate Tax 2015.1 is installed
If there are any issues with completing these steps, please contact Thomson Reuters Technical Support.
2.1.2.4 Check Web Service Extensions
1. Open the Internet Information Services Manager and open the Web Services Extensions folder for the ONESOURCE Corporate Tax Web Server. If ASP.NET v4.0.30319 appears in the list of extensions with Allowed displayed in the Status column, then .NET Framework is correctly configured and no further action is required.
2. If the status of the ASP.NET v4.0.30319 is set to Prohibited, select the ASP.NET entry and click on the Allow button, in the left column.
3. Windows Server 2008 has moved the above functionality to the location ISAPI and CGI Restrictions found under Server Manager, Roles, Internet Information Services (IIS).
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2.1.2.5 For 64 Bit OS Only: Stop ONESOURCE Excel Reader Host Service (if it exists)
If ONESOURCE Corporate Tax 2014.1 has previous been installed on the server, stop the
ONESOURCE Excel Reader Host Service. These steps also apply to Windows Server 2008.
1. Go to Start -> Run
2. Type services.msc
3. Scroll to find the Service
4. Right Click and select Stop
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2.1.2.6 Update ASP.net Configuration for Error Handling
Using Windows Explorer browse to:
1. C:\WINDOWS\Microsoft.NET\Framework\v4.0.30319
For 64bit OS browse to:
C:\WINDOWS\Microsoft.NET\Framework64\v4.0.30319
2. Open the Aspnet.config file in Notepad
3. Update the following line in the configuration so it appears as follows
<runtime>
<legacyUnhandledExceptionPolicy enabled="true" />
</runtime>
2.1.2.7 SQL Server
Thomson Reuters recommends the use of mixed authentication mode on the SQL Database Server.
The Web Server must have a network connection to the SQL Database Server.
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Please refer to the ONESOURCE Corporate Tax System Requirements on the ONESOURCE Corporate Tax installation CD for installation and configuration options for the Web Server and operating system.
2.1.3 Windows/SQL Server Administrator Accounts
To proceed with the ONESOURCE installation, you will need the login and password details for the following accounts:
A Windows user account that has administrative rights to the Web Server;
A SQL Server user account that has permissions to create new users, new databases and new tables (note that this must be a SQL Server account and not just a Windows account with access to the SQL server).
NOTE: These Administrator accounts are used temporarily during the installation process. The login and password details are not retained by ONESOURCE Corporate Tax after installation.
2.1.4 ONESOURCE Corporate Tax Administrator Accounts
During the ONESOURCE installation process, the following ONESOURCE Administrator Accounts will be created:
ONESOURCE System Administrator Account;
ONESOURCE Database Administrator Account.
NOTE: The ONESOURCE System Administrator is granted full access to the ONESOURCE system, including sensitive tax and financial data for your organisation. It is strongly recommended that you choose a secure password for the System Administrator and restrict access to authorised personnel.
Details of the ONESOURCE System Administrator account password should be recorded and kept in a safe location for future reference.
2.1.5 Installation files
The installation of ONESOURCE Corporate Tax 2015.1 requires approximately 150MB of hard disk space on the Web Server and an initial 5MB of hard disk space on the Database Server. The Database Server will require additional disk space to store business data for your organisation.
Please refer to the ONESOURCE Corporate Tax System Requirements document for guidelines on Database Server disk space requirements for your organisation’s size and structure.
2.1.5.1 Web Server
ONESOURCE Installation will install the following on the Web Server:
ONESOURCE Corporate Tax application files, including web interface files, application executables, JavaScript files and image files;
ONESOURCE Corporate Tax utilities;
Microsoft® Report Client runtime files;
Virtual directories for the ONESOURCE application
2.1.5.2 Database Server
ONESOURCE Corporate Tax Installation will install the following on the Database Server:
ONESOURCE Corporate Tax SQL Server Database;
ONESOURCE Corporate Tax Database Administrator account for accessing the SQL Server Database.
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2.2 Upgrade Installations
2.2.1.1 Upgrading from previous versions
The tax system and tax legislation is constantly changing therefore it is important to keep your installation of ONESOURCE Corporate Tax up to date. New versions of ONESOURCE Corporate Tax are typically produced twice a year.
To ensure accurate transfer of tax information it is necessary to upgrade ONESOURCE Corporate Tax through every release. Information on how to perform this task is on every ONESOURCE Corporate Tax installation disk for that version.
The upgrade process will only upgrade from the previous version of ONESOURCE Corporate Tax. This means that the upgrade to ONESOURCE Corporate Tax 2015.1 can only occur from an ONESOURCE Corporate Tax 2014.1 installation
2.2.1.2 Changes to the technology environment
There have been service packs released by Microsoft® to correct faults and security flaws in the Operating System that ONESOURCE Corporate Tax uses. It may be an opportunity to refresh these systems with service packs from Microsoft® before performing the upgrade to ONESOURCE Corporate Tax 2015.1.
If you are upgrading major system components such as Operating Systems or SQL Server you should treat this upgrade as a new installation and refer to section 2.1 New Installations.
Remember to backup your ONESOURCE Corporate Tax Database before performing any system upgrades. ONESOURCE Corporate Tax keeps all information in the Database file on the SQL Server. You only need to back up this data as the Web Server does not store any data and only contains the ONESOURCE binary files.
2.2.1.3 Changes to the System Requirements
The ONESOURCE Corporate Tax System Requirements that are supplied on the accompanying CD specify the software and hardware platform for new installations. The ONESOURCE Corporate Tax System Requirements that are relevant for your installation are those that were supplied with your current licence agreement and will remain in force until this agreement expires.
2.2.2 Windows/SQL Server Administrator Accounts
To proceed with the ONESOURCE Corporate Tax upgrade, you will need the login and password details for the following accounts:
A Windows user account that has administrative rights to the Web Server;
A SQL Server user account that has permissions to create new users, new Databases and new tables (note that this must be a SQL Server account and not just a Windows account with access to the SQL server).
NOTE: These Administrator accounts are used temporarily during the installation process. The login and password details are not retained by ONESOURCE after installation.
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2.2.3 Installation files
The upgrade of ONESOURCE Corporate Tax 2015.1 requires approximately 150MB of hard disk space, plus the current size of the database (for temporary storage) on the Web Server and 3.5 times the current ONESOURCE Corporate Tax Database size on the Database Server. The upgrade process copies & then upgrades the current Database leaving both databases operational. TIP: After performing the upgrade to a new version of ONESOURCE it is recommended that the previous installation is left on the Web Server to allow for comparison and review purposes. Older versions previous to ONESOURCE Corporate Tax 2014.1 can be archived and deleted after permission is granted from your Tax Administrator. For more information on deleting versions of N-ABLE please refer to section 8 - MAINTAINING AN ONESOURCE INSTALLATION.
Please refer to the ONESOURCE Corporate Tax System Requirements document for guidelines on Database Server disk space requirements for your organisation’s size and structure.
2.2.3.1 Web Server
ONESOURCE Corporate Tax Installation will install the following on the Web Server:
Updated ONESOURCE Corporate Tax application files, including web interface files, application executables, JavaScript files and image files;
ONESOURCE Corporate Tax utilities;
Microsoft® Report Client runtime files;
New Virtual directories for the ONESOURCE Corporate Tax application.
2.2.3.2 Database Server
ONESOURCE Installation will install the following on the Database Server:
A ONESOURCE Corporate Tax SQL Server Database containing data upgraded from the previous version.
During the upgrade of ONESOURCE Corporate Tax from one version to the next a backup
of the database is created on the C: drive of the database server. The file is named AllumeTempBackup.bak, is a hidden file and by default is created in the C:\Documents
and Settings\All Users\Application Data folder. This file will be similar in size to the size of the actual database and on some infrastructure the C: drive may not have sufficient
space for this file to be created.
The steps to change the default location where this file is created are: Make a copy of the ONESOURCE Corporate Tax installation CD to a location on the
application server. Open the Setup.exe.config file with Notepad.
The third to last line is: <add key="TempDBLocation" value="" />. Enter the
required location for the AllumeTempBackup.bak file in the value=”” section of
the line. e.g. to direct the AllumeTempBackup.bak file to be created in the
D:\TempDBbackup folder (on the database server) the line would be edited to appear as:
<add key="TempDBLocation" value="D:\TempDBbackup" />.
Save the modification. It is also necessary to manually create the required folder on the database server
before beginning the upgrade process. The folder will not be automatically created.
e.g. through Windows explorer manually create the D:\TempDBbackup folder. There is a requirement to ensure the IIS_USR has full access to this folder.
Once the upgrade is complete go to the defined folder and manually delete the
AllumeTempBackup.bak file, it will not be automatically deleted.
e.g. delete the AllumeTempBackup.bak file from the D:\TempDBbackup
folder.
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3 STARTING THE ONESOURCE INSTALL/UPGRADE APPLICATION
1. Insert the ONESOURCE CD into the CD-ROM drive of the Web Server. If the ONESOURCE Corporate Tax Installer does not automatically start, from the Start menu, click Run and type D:\Setup.exe in the Open field, as shown below. Note: Replace “D:” with the appropriate drive letter of your CD-ROM drive, if different.
Server 2008 users will be required to run setup as an Administrator
2. If the executable is run remotely over a network drive; it is recommended to copy the CD contents to a temporary folder on a local hard disk if you don’t, the following message will appear. Click on the Quit button and rectify the error before continuing.
Refer to 0 INSTALLING ONESOURCE FROM A NETWORK LOCATION
3. If the ONESOURCE Corporate Tax Installer does not detect Internet Information Services (IIS), the following message box will be displayed. To continue with the installation, click on the Yes button otherwise click No.
4. NOTE: This message should only appear when you have IIS running in a fully secured Windows Server 2003 / 2008 environment or when IIS is not installed on the intended Web Server. You should only click YES if you have verified the presence of IIS.
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5. The ONESOURCE Corporate Tax Installer start screen is displayed as follows:
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4 INSTALLING ONESOURCE
1. Start ONESOURCE Corporate Tax Installer and click the Product Installation button to start installing CT_ONESOURCE 2015.1 The Installation location screen is displayed as shown below.
2. Enter the following details:
Application name: (default: CT_NABLE_V2015_1) The application name will be used as the virtual directory for the ONESOURCE Corporate Tax web site, the local directory within the installation path and the ONESOURCE Corporate Tax Database name.
Installation path (default: C:\Program Files\Allume).
3. Click the Next button to continue to the SQL Server login screen. Enter the following details:
The name of the SQL Server that will host the ONESOURCE Corporate Tax Database. To search for available servers, click on the Browse button. Note: If the Database Server is co-located on the same machine as the Web Server, enter “localhost” as the SQL Server name.
The login name and password for the SQL Server Administrator, or another user that has sufficient rights to create new databases, tables and users within SQL Server. This account information is only used during installation, to create the ONESOURCE Corporate Tax Database Administrator account and the ONESOURCE Corporate Tax Database. The account information is discarded after installation.
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Click the Next button to move to the ONESOURCE Corporate Tax System Administrator screen. Enter a password for the ONESOURCE System Administrator account and re-enter the password as confirmation. The password must comply with the following rules:
Must contain at least one number (0 through 9);
Must contain at least one alphabetic uppercase character (A through Z);
Must contain at least one alphabetic lowercase character (a through z);
Must contain at least one non alphanumeric characters (e.g.'~!@#$%^&*()_-+=[]{}|\:;"<>,.?/);
Must not contain the Username;
Must be between 7 and 50 characters long;
Cannot repeat the same character in sequence more than 2 times.
NOTE: The ONESOURCE Corporate Tax System Administrator account has full access to the ONESOURCE Corporate Tax Application, including organisation-wide tax and financial data. It is strongly recommended that you choose a secure password and restrict access to authorised personnel.
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4. Click the Next button to display the ONESOURCE Corporate Tax Database Administrator screen. Enter the following details:
The SQL Server Administrator account that will be used by ONESOURCE Corporate Tax to access the ONESOURCE SQL Server Database.
The default name for the ONESOURCE Corporate Tax Database Administrator account is “CT_NABLE_V2015_1”. It is recommended that you not change this. The password for this account.
NOTE: For future reference keep a secure record of the ONESOURCE Database Administrator
account and password for every separate installation of ONESOURCE.
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5. Click the Next button to continue. Click on the Install button to proceed with installation.
6. Click the Finished button to close the installation program when the ONESOURCE installation is complete.
7. When installation is complete, continue on to Section 6 – POST-INSTALLATION TASKS.
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5 UPGRADING FROM ONESOURCE Corporate Tax 2014.1
This section provides instructions for upgrading from ONESOURCE Corporate Tax 2014.1 to ONESOURCE 2015.1. After you have upgraded from ONESOURCE 2014.1 to ONESOURCE Corporate Tax 2015.1 there will be two installations on the Web Server; the original version of ONESOURCE Corporate Tax 2014.1 and the new installation of ONESOURCE Corporate Tax 2015.1 with a copy of the original data. The upgrade process automatically installs the ONESOURCE Corporate Tax 2015.1 application.
5.1 Preparation for upgrade
Before undertaking an upgrade of ONESOURCE Corporate Tax 2014.1 to ONESOURCE Corporate Tax 2015.1, please note the following:
You must upgrade to ONESOURCE Corporate Tax 2015.1 on the same Web Server as that used for ONESOURCE Corporate Tax 2014.1.
It is recommended that the current ONESOURCE Corporate Tax 2014.1 Database is backed up. See Section 9 -DATABASE MAINTENANCE.
Resize the database to accommodate the upgrade. Allocating enough disk space will ensure that the upgrade will not fail at a later stage due to insufficient disk space or because SQL Server takes too long to resize the database. See 5.1.1 Resize the Database for instructions on how to resize the database.
If the Database Server is located on the same server as the Web Server, you must use a fixed memory size for the SQL Server software. This will prevent SQL Server from allocating too much memory during the upgrade process; this prevents the upgrade process from being able to obtain sufficient memory and can cause the upgrade process to fail. If the SQL Server software is located on another server, you can skip this step. See 5.1.2 Set a fixed SQL Server memory size for instructions on how to do this.
5.1.1 Resize the Database
To resize the database on SQL Server 2005, open SQL Server Enterprise Manager, right-click on the ONESOURCE Corporate Tax 2014.1 database and choose Properties. Click on the “Files” page and change the “Initial Sized (MB)” to twice the current size. Move to the “Transaction Log” underneath and change the “initial Size (MB)” to the original space allocated for the data file.
NOTE: At the end of the upgrade process, you can remove the unused space by compacting the 2014.1 and 2015.1 databases.
5.1.2 Set a fixed SQL Server memory size
To set a fixed memory size, open SQL Server Enterprise Manager, right click on the server instance and choose Properties. Click on the Memory page and allocate no more than 1/2 of the physical RAM installed on the machine using the Minimum server memory (in MB) and Maximum server memory (in MB).
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NOTE: At the end of the upgrade process, change the memory setting back to the original settings if required.
5.1.3 Lock User Access
The upgrade from ONESOURCE Corporate Tax 2014.1 to ONESOURCE Corporate Tax 2015.1 may take a number of hours, depending on how much business data is in your ONESOURCE Corporate Tax installation, during which you should prevent all users from accessing either version of the application. We recommend that the data transfer process is performed at a non-critical period in the tax compliance and management process.
NOTE: You should consult with your tax manager for the best time to perform the upgrade.
5.1.3.1 ONESOURCE lock
We recommend sending a system wide message to all ONESOURCE Corporate Tax users notifying them of the upgrade and to log out of the system. The ONESOURCE Corporate Tax System Administrator can deny new logins into the system and also force the log out of any users still logged in.
For instructions see the Release Notes ONESOURCE Corporate Tax 2015.1 or contact the ONESOURCE Corporate Tax System Administrator.
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5.1.3.2 IIS lock
Use Internet Information Services Manager to prevent users from accessing the site:
Right-click on My Computer and select Manage.
Expand Services and Applications to show Internet Information Services (IIS)
Select the Web site and click on the Stop Button () on the toolbar as per the screen shot below. Windows server 2008 second screen shot.
When you undertake the upgrade, a new version of ONESOURCE Corporate Tax 2015.1 will be created on the same Web Server as the existing ONESOURCE Corporate Tax 2014.1 installation.
If it is not possible to stop access to the ONESOURCE Corporate Tax Web Server, the upgrade process can be performed on an alternative server. Please contact Thomson Reuters Technical Support for assistance with this process.
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5.2 Performing the upgrade
1. Start the ONESOURCE Corporate Tax Installer and click the Product Upgrade button to continue. The Introduction screen displays as shown below.
2. Read the introduction screen then press the Next > button.
3. Enter the locations of ONESOURCE Corporate Tax 2014.1 and ONESOURCE Corporate Tax 2015.1 as follows:
The ONESOURCE Corporate Tax 2014.1 installation location that you are upgrading from
The target ONESOURCE Corporate Tax 2015.1 installation location. Note: this process will create the path if it does not exist, or prompt to overwrite if it does.
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4. Click the Next > button to continue to the SQL Server login screen.
5. Enter the following details:
The name of the SQL Server that hosts the ONESOURCE Corporate Tax 2014.1 and ONESOURCE Corporate Tax 2015.1 Databases. To search for available servers, click on the Browse button. Note: If the Database Server is co-located on the same machine as the Web Server, enter “localhost” as the SQL Server name.
The Login name and password for the SQL Server Administrator, or another user that has sufficient rights to create new databases, tables and users within SQL Server. Important: If the Database Server already contains a Database with the new Database name (e.g. CT_NABLE_V2015_1) you will be prompted to confirm that this Database can be overwritten. It is strongly recommended that you stop and examine the existing Database before continuing to ensure that you do not overwrite live data.
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6. Click the Upgrade button to continue with the upgrade process. Once the upgrade has completed, the screen below will be displayed.
7. Click on the Next > button and an upgrade notification screen will be displayed. Click the Finished button to close the screen.
8. When the upgrade has completed, perform the following steps:
Reset SQL Server memory allocation to dynamic
Unlock IIS as per Section 5.1.3.2
Unlock ONESOURCE as per Section 5.1.1(i)
Complete the Post-Installation Tasks
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6 POST-INSTALLATION TASKS
After installing/upgrading to ONESOURCE Corporate Tax 2015.1, please complete the following tasks:
1. Bind the ONESOURCE Corporate Tax virtual directory to Microsoft® .NET Framework version 4.0 (if applicable);
2. Test ONESOURCE Corporate Tax installation;
3. Optionally link ONESOURCE Corporate Tax 2015.1 to a standard web address;
4. Install ONESOURCE Corporate Tax Licence Key (this step is for new clients and existing clients wishing to use the current tax maps);
5. Distribute ONESOURCE Corporate Tax 2015.1 Templates;
6. Unlock ONESOURCE Corporate Tax (if applicable).
7. For a 64bit Operating System Only: Run the InstallExcelService64bit.bat file from the installation directory. (See Step 6.7) for new installation. For 64bit Upgrade, you need to Start Nable Excel Reader Host process from the Windows Services administration screen.
6.1 Bind the ONESOURCE Corporate Tax virtual directory to Microsoft® .NET Framework version 4.0 (if applicable)
If your Web Server has an updated version or multiple versions of the Microsoft® .NET Framework, it may be necessary to bind version 4.0 of the .NET Framework to the ONESOURCE Corporate Tax 2015.1 virtual directory.
6.1.1 How to check if Microsoft® .NET Framework v4.0 is installed
1. From within My Computer on the Web Server, navigate to C:\WINDOWS\Microsoft.NET\Framework. If you have Microsoft® .NET Framework version 4.0, you will see a folder v4.0.30319. If you have other versions of the Microsoft® .NET Framework you will see another folders, for example v1.1.4322. Confirm that the v4.0.30319 folder is not empty and contains .NET Framework binary files.
2. If you do not have a folder for Microsoft.NET v4.0.30319, or the folder exists but is empty, then version 4.0 of the Microsoft® .NET Framework is not installed. Install the Microsoft® .NET Framework version 4.0.
3. If you have multiple versions of the Microsoft® .NET Framework you need to check that ONESOURCE Corporate Tax is bound to Microsoft® .NET Framework version 4.0.
6.1.2 How to check if ONESOURCE Corporate Tax 2015.1 is bound to the Microsoft® .NET Framework version 4.0
Open a command prompt and navigate to folder C:\WINDOWS\Microsoft.NET\Framework\v4.0.30319.
4. Type aspnet_regiis –lk and press ENTER. This displays the version of .NET that is bound to each of the web sites that is hosted on the Web Server. The default version for all new or unlisted sites is displayed next to W3SVC entry. For ONESOURCE Corporate Tax to operate correctly the site must be bound to v4.0.30319
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6.1.3 How to bind the Microsoft® .NET Framework version 4.0 to the ONESOURCE Corporate Tax 2015.1 virtual directory
1. Open a command prompt and navigate to folder C:\WINDOWS\Microsoft.NET\Framework\ v4.0.30319.
2. Type aspnet_regiis –sn W3SVC/1/ROOT/CT_NABLE_V2015_1 and press ENTER, where CT_NABLE_V2015_1 is the site name of ONESOURCE Corporate Tax 2015.1 if the default install/upgrade options were used.
3. Type aspnet_regiis –lk and press ENTER. An entry for ONESOURCE Corporate Tax 2015.1 appears as W3SVC/1/ROOT/CT_NABLE_V2015_1/ if the default install/upgrade options were used.
6.2 Test the ONESOURCE Corporate Tax installation
1. Open up Internet Explorer on a PC that is on the same network as the ONESOURCE Corporate Tax Web Server. Type the URL “http://<server name>/CT_NABLE_V2015_1” in the Address field and press ENTER. The ONESOURCE Corporate Tax start up screen displays, as shown below. Click on the Log In button. The ONESOURCE Corporate Tax login page will be displayed.
NOTE: (for new clients only): You have 15 days to obtain and configure an ONESOURCE Corporate Tax Licence Key after installing ONESOURCE Corporate Tax. After this grace period, ONESOURCE Corporate Tax will become inoperable. Please see 6.4 Installing ONESOURCE Licence Key below.
2. Enter the username Administrator and the password for ONESOURCE Corporate Tax System Administrator as specified during the installation process. Click on the Log in button to start ONESOURCE Corporate Tax. If your password does not comply with the current password policy, click OK to go to the Change User Password screen. Otherwise go to Step 3.
Change the password and click Save. If this is your initial installation of ONESOURCE Corporate Tax, you should see the empty screen shown below. The password must comply with the following rules:
Contain at least one number (0 through 9);
Contain at least one alphabetic uppercase character (A through Z);
Contain at least one alphabetic lowercase character (a through z);
Contain at least one non alphanumeric characters (e.g.'~!@#$%^&*()_-+=[]{}|\:;"<>,.?/);
Not contain the User Name;
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Between 7 and 50 characters long;
Cannot be a repeat of any of the 3 previous passwords;
Cannot repeat the same character in sequence more than 2 times.
3. If you have upgraded from ONESOURCE Corporate Tax 2014.1, you should see a list of reporting units from your existing Database.
6.3 Linking ONESOURCE Corporate Tax 2015.1 to a standard web address
By default, ONESOURCE Corporate Tax 2015.1 is installed into a virtual directory named “CT_NABLE_V2015_1” and accessed by users via a URL similar to “http://servername/CT_NABLE_V2015_1”.
For convenience, you can link ONESOURCE Corporate Tax 2015.1 to a standard web address (e.g. “http://servername/ONESOURCE” or “http://onesource.companyname.com.au”) so that users do not have to update Windows short-cuts or Favourites for each new release of ONESOURCE Corporate Tax.
There are two ways of standardising the ONESOURCE Corporate Tax web address:
Change the name of the ONESOURCE Corporate Tax 2015.1 virtual directory to “ONESOURCE Corporate Tax”;
Create a virtual Web Server that points to ONESOURCE Corporate Tax 2015.1;
See Appendix 1 LINKING ONESOURCE 2015.1 TO A STANDARD WEB ADDRESS below for further instructions on performing this task.
6.4 Installing ONESOURCE Licence Key
A new ONESOURCE Corporate Tax 2015.1 requires you to install a valid ONESOURCE Corporate Tax Licence Key within a 15 day grace period after installation. After the grace period, ONESOURCE Corporate Tax will become inoperable.
NOTE: You will need to obtain a Licence Key from the Thomson Reuters Technical Support, which is open during Australian Eastern Standard Time business hours. Please allow sufficient lead time to process, obtain and install your licence key before the 15 day grace period expires.
Upgraded installations also need a new licence key to unlock new functionality.
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6.4.1 Sending ONESOURCE Corporate Tax Installation ID to Thomson Reuters
Before being issued with an ONESOURCE Corporate Tax Licence Key, you must send a copy of your unique Installation ID to Thomson Reuters as follows:
1. Log in to ONESOURCE Corporate Tax as Administrator.
2. In the main ONESOURCE Corporate Tax screen, click on the Tasks menu button and select the Administration option.
3. Click on the Licence menu button to display the Licence administration screen.
4. Your 32 character Installation ID is displayed at the top of the Licence administration screen
(see example below).
5. E-mail a copy of your Installation ID to the Thomson Reuters Technical Support at
[email protected], requesting a Licence Key for your organisation.
TIP: You can Copy the Installation ID to the Windows Clipboard by selecting it with your mouse and pressing the CTRL+ C keys. You can then Paste it into an e-mail or other document by pressing the CTRL+ V keys.
Please put the name of your organisation and the words “Request for Licence Key” in the subject line of your e-mail to assist Thomson Reuters in processing your request.
6. Thomson Reuters will process your request for a Licence Key based on your licence agreement and Installation ID. Once processed, an electronic ONESOURCE Licence Key will be e-mailed back to you.
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6.4.2 Importing an ONESOURCE Corporate Tax Licence Key
Once you have received your ONESOURCE Corporate Tax Licence Key from Thomson Reuters, follow the steps below to import the Licence Key into ONESOURCE Corporate Tax 2015.1:
1. Save the Licence Key to a folder. Log in to ONESOURCE Corporate Tax as Administrator.
2. Click on the Tasks menu button and select the Administration option.
3. Click on the Licence menu button to open the Licence administration screen.
4. Click on the Import Licence button.
5. Use the Browse button to locate the ONESOURCE Licence Key file, or type in the path and file
name of the file directly.
6. Click on the Start Import button to import your ONESOURCE Corporate Tax Licence Key.
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7. If successful, details of the licence key will be displayed on the Licence information page.
If your Licence Key does not match your current system usage, a message will be displayed explaining the discrepancy (e.g. you may have exceeded the number of licensed users).
You can either:
Amend your system configuration to bring it into line with your licence and re-import your Licence Key (e.g. delete excess users from the system);
Contact Thomson Reuters to discuss amendments to your licence agreement and obtain a new Licence Key to import into ONESOURCE Corporate Tax.
While unlicensed, you can proceed with the remaining configuration tasks within your 15 day grace period.
6.5 Distribute ONESOURCE Corporate Tax 2015.1 Templates and Configuration Files
On the ONESOURCE Corporate Tax Installation CD please send the contents of the following folder to the ONESOURCE Corporate Tax System Administrator:
Workpaper Templates.
6.6 Unlock ONESOURCE
If you have upgraded from a prior version of ONESOURCE Corporate Tax you may need to delete any system wide messages relating to the upgrade and enable new logins.
For instructions see the Release Notes ONESOURCE Corporate Tax 2015.1 or contact the ONESOURCE Corporate Tax System Administrator.
30/06/2015
N-ABLE 2015.1
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6.7 Install ExcelReader Service for 64 Bit Operating System
1. Copy the InstallExcelService64bit.bat from the CD to the installation path (e.g. C:\Program Files\Allume\NABLE_V2015_1\)
2. Execute the InstallExcelService64bit.bat
3. Open Services (Start -> Run -> services.msc). This command is also relevant for Windows Server 2008.
4. Check to see if the Nable Excel Reader Host is started
6.8 Enabling User Password Generator
1. In the ONESOURCE 2015.1 release, a password generator/userID recovery feature has been incorporated into the application. The purpose of this feature is to enable a user to receive a password and their userID from the application without help desk interaction. Depending on the situation at least one email will be sent to the user containing a new password, which will require changing on next login. If the user has forgotten their userID then an additional email will be sent containing this.
2. To enable this feature there are two steps:
a. The users are required to update their details with answers to security questions and to ensure they have their current email correctly nominated within their user details page. More information is contained within the Tax Managers Checklist supplied separately; and
b. The IT staff are required to update details within the web.config file in the root directory of the application to ensure correct mail server settings are supplied.
3. Below is an extract from the current web.config file which shows settings for the hosted servers. These settings are located within the appsettings section near the end of the web.config file. These settings will not work for self-hosted clients.
<add key="EmailServerName" value="mx.online.thomson.com.au"/>
<add key="EmailSenderName" value="[email protected]"/>
<add key="EmailPort" value="25"/>
4. To enable local email functionality changes to the EmailServerName, EmailSenderName and EmailPort to the correct values for the local environment are required. Once these changes have been made save the file.
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7 ONESOURCE PASSWORD ADMINISTRATION
ONESOURCE allows you to change the passwords of the ONESOURCE Corporate Tax System Administrator and ONESOURCE Database Administrator accounts from outside ONESOURCE Corporate Tax. You will need to have an SQL Server System Administrator user id and password in order to change the ONESOURCE Corporate Tax Administrator Accounts.
The following instructions assume that ONESOURCE Corporate Tax is installed on a dedicated Web Server. If ONESOURCE Corporate Tax is installed on a Web Server with other web-based applications, these applications will be temporarily inaccessible while the Web Server is shut down. It is strongly recommended that resetting of passwords is undertaken during an off-peak period to minimise user inconvenience.
1. Right-click on My Computer and select Manage. Expand the Services and Applications, Internet Information Services (IIS), right-click the name of the ONESOURCE Corporate Tax application and select Restart IIS.
Windows Server 2008
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2. In the displayed dialog box, select Stop Internet Information Services and click OK. This step is not required in Windows Server 2008.
3. Start the ONESOURCE Corporate Tax Installer and click the Change Permissions button.
4. Enter the ONESOURCE Corporate Tax installation path, the name of the SQL Server hosting the ONESOURCE Corporate Tax Database, and the SQL Server System Administrator Login name and password. See the figure below for default ONESOURCE Corporate Tax installation settings. When ready, click on the Next button.
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7.1.1 Changing the ONESOURCE Corporate Tax System Administrator password
1. Click on the Change Administrator Account checkbox and enter the new password in the Password and Re-enter Password fields. When ready, click on the Next button.
7.1.2 Changing the ONESOURCE Database Administrator password
WARNING: On systems with multiple installations of ONESOURCE Corporate Tax, changing the password of one of the installations will render all others inoperable if they use the same ONESOURCE Corporate Tax Database Administrator Login name. In this case, all such installations need to also have the password changed to match. Only perform this step under the direct instruction of Thomson Reuters.
1. Click on the Change System Account checkbox and enter the new password in the Password and the Re-enter Password fields. When ready, click on the Next button.
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2. Click on the Update button, and the selected Administrator Accounts will have their passwords changed.
3. Click the Finished button, when the password has been changed.
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4. Restart Internet Information Services by opening Internet Information Services (IIS), right-clicking the name of the ONESOURCE Corporate Tax application and selecting Restart IIS per the screen below.
Windows Server 2008
5. In the Start/Stop/Reboot dialog box, select Start Internet Information Services and click OK.
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8 MAINTAINING AN ONESOURCE INSTALLATION
8.1 Structure of an ONESOURCE Corporate Tax Installation
There are three elements to an ONESOURCE Corporate Tax installation:
The virtual directory under IIS (http://servername/CT_NABLE_V2015_1).
The physical installation directory on the server’s hard disk (e.g. C:\Program Files\Allume\CT_NABLE_V2015_1)
The SQL Server Database (CT_NABLE_V2015_1)
The ONESOURCE Corporate Tax install application by default gives each of these elements the same name to minimise the risk of overwriting previous installations. Note that each of these elements is named NABLE_V2015_1 in this version.
8.2 Removing ONESOURCE Corporate Tax
Inactive versions of ONESOURCE Corporate Tax may be removed by deleting each of the three elements mentioned above.
NOTE: Check with the ONESOURCE Corporate Tax System Administrator to ensure the version you are deleting does not contain live business data and that you have a proven Database backup.
Confirm that the 3 elements that comprise an ONESOURCE Corporate Tax Installation are correctly referring to each other. Previous administrators may not have followed the Thomson Reuters recommendations and have installed ONESOURCE Corporate Tax in a customised way.
1. Use Internet Information Server (IIS) to determine the physical path of the virtual directory to be removed.
2. Check within the physical directory that a file called web.config exists. The “appsettings” section of this file contains the “NableDBConnectionString” key with the Database name and server location as part of the value. The important sections to note are “server=” and “database=”. The uid (user id) and pwd (password) are encrypted. The web.config file links the ONESOURCE application to the Database.
3. Use SQL Enterprise Manager to confirm that the Database exists on the server listed in part 2.
4. Once confirmed that the each element is referred to correctly, delete each one in the order shown above. You may have to stop Internet Information Server (IIS) momentarily to allow for the deletion of some of the elements. Remember ONESOURCE Corporate Tax keeps all information in the Database file so as long as you have a backup of the Database you can re-install and restore the Database.
8.3 Copying the ONESOURCE Installation
You can create a copy of your ONESOURCE Corporate Tax 2015.1 application and data by installing a second version of ONESOURCE Corporate Tax 2015.1 and restoring a backup of your Database over the new Database created for the new version.
Refer to section 9 - DATABASE MAINTENANCE for information on backing up, restoring and moving ONESOURCE Corporate Tax Databases.
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9 DATABASE MAINTENANCE
This section describes how to back up and restore an SQL Server Database. Note that a successful restoration is defined as restoring the Database in the same state as it was when backed up. If the Database is corrupt when backed up it will be corrupt when restored.
The method described allows a Database to be backed up from one computer and restored to another, which can be used for relocating a Database. It assumes SQL Server Enterprise Manager is open and connected to the server containing the Database to be backed up. It also assumes that you have the appropriate levels of access. A Database Administrator (DBA) from your IT department would normally carry out these functions, any attempt to backup, restore or move your database should be arranged and organised with your DBA.
9.1 Database Backup Procedure for SQL Server 2005/2008
1 Navigate to the Database in the list of Databases in SQL Server Enterprise Manager.
2 Right-click the Database name and from the All Tasks menu, select Back Up…
3 On the General tab ensure that Backup type is Full.
4 In the Destination control group click Add (If there is an existing entry in the list box you can highlight it and click Remove.)
5 Ensure File name is checked and enter the name of your proposed backup file. Take note of the location and add .BAK to the end of the file name so other users will recognise the file as a backup. Also include an identifier (for example, date/time) to make the file name meaningful.
6 Click OK to confirm the file name.
7 Check that the new filename is selected in the Destination list box and that Append to the existing backup stets is selected.
8 On the Options tab select the Verify backup upon completion option
9 Click OK.
10 The Backup progress window is displayed while the Database is being backed up.
11 Click OK when you receive the completion and verification message.
If the backup fails, try the following solutions:
Problem Solution
The file is in use and locked Try shutting down the Web Server that is accessing the database file. Ensure the file is not open in the Query Analyser.
The database is corrupt This could cause the backup to fail. Contact your DBA for further assistance.
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9.2 Database Restoration Procedures for SQL Server 2005/2008
9.2.1 Restoring over an existing Database
1. Navigate to the Database in the list of Databases in SQL Server Enterprise Manager.
2. Right-click the Database name and from the Tasks menu, select Restore then select Database.
3. On the General tab leave the Database name intact and select From device.
4. Click… button next to the From Device option, a popup window should appear.
5. Click Add and navigate to your backup file created using the procedure above. Click OK to confirm the selection. Click OK to confirm the disk device.
6. Check the added Backup device from the Select the backup sets to restore list.
7. In Options tab ensure Overwrite the existing database is selected.
8. Check Restore backup set and Database – complete.
9. Click OK to execute the restore.
10. Click OK when you receive the success message.
9.2.2 Restoring to a new Database
1. Navigate to the Database in the list of Databases in SQL Server Enterprise Manager.
2. Right-click Databases entry on the left hand side and from the Tasks menu, select Restore.
3. Enter the new database name in the To Database entry box
4. On the General tab enter the name of the Database to be created and select From device.
5. Click… button next to the From Device option, a popup window should appear.
6. Click Add and navigate to your backup file created using the procedure above. Click OK to confirm the selection.
7. Check the added Backup device from the Select the backup sets to restore list.
8. In the Options tab, select Overwrite the existing restore over existing Database option.
9. On the General tab, select Restore backup set and Database – complete options.
10. Click OK to execute the restore.
11. Click OK when you receive the success message.
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Reasons why a restore may fail:
Problem Solution
The file is in use and locked Try shutting down the Web Server that is accessing the database file. Ensure the file is not open in the Query Analyser.
The database is corrupt This could cause the backup to fail. Contact your DBA for further assistance.
9.3 Relocating the ONESOURCE Corporate Tax Database to a new Database Server
The following steps outline the process for relocating ONESOURCE Corporate Tax to a new Database Server:
1. Backup the ONESOURCE Corporate Tax Database (see Data Backup Procedure above).
2. Install ONESOURCE Corporate Tax, replacing localhost with the ‘new Database Server’ name per the screenshot below (see ’Installing ONESOURCE’ section).
3. Restore the original ONESOURCE Corporate Tax Database onto the new Database Server (see Database Restore Procedures above).
4. Select Users in the restored Database.
5. Delete the ONESOURCE Corporate Tax Database Administrator user (e.g. “NABLE_V2015_1”).
6. Open the Security folder and select Logins.
7. Double-click the CT_NABLE_V2015_1 Login ID and select the Database Access tab.
8. Highlight the restored Database in the top panel.
9. Ensure that public and db owner roles are selected and click OK when finished.
10. Confirm that the CT_NABLE_V2015_1 user appears in Users within the restored Database.
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9.4 Database Transaction Logging
ONESOURCE Corporate Tax Database transaction logging is set to ‘Simple Logging’ during installation to ensure that system performance is optimised.
NOTE: You should only change this setting after seeking the advice of Thomson Reuters Technical Support as changing to a different setting will cause excessive disk space consumption, when the database server runs out of disk space, ONESOURCE Corporate Tax will become inoperable, until disk space is freed up.
Under Simple Logging, it is essential that a daily back up is taken of the Database to minimise loss of data in the event that data needs to be restored from the previous day. A reliable nightly, weekly and monthly back-up procedure should be put in place to minimise the risk of losing valuable data.
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10 CLIENT CONFIGURATION REQUIREMENTS
The following is the recommended minimum configuration for client workstations:
Operating system: Windows XP / Vista / 7
Browser: Microsoft® Internet Explorer 7.0 or later
Document formatter: Adobe Acrobat Reader 6.0 or later (Adobe Acrobat Reader 8.0 recommended)
Office applications: Microsoft® Excel 2003 or later (optional)
General ledger data is transferred to ONESOURCE Corporate Tax via text files in CSV (comma-separated value) format. These files are uploaded by end users via the browser on the client computer and stored in the Database Server.
All printing is carried out from the client computer. This is done directly using browser printing or by downloading and printing files (e.g. PDF documents and Excel spreadsheets) using Acrobat or Excel.
10.1.1 Internet Explorer Settings
ONESOURCE Corporate Tax uses active content and to ensure that Internet Explorer 7.0+ correctly refreshes pages the Check for new versions of stored pages option must not be set to “Never”.
Complete the following steps:
1. From within Internet Explorer, select Tools, then Internet Options. The Internet Options window appears.
2. In the General Tab, under the Temporary Internet files Section, click Settings. The Settings window appears.
3. Set Check for new versions of stored pages to setting other than Never and click OK. The Settings window closes.
4. Click OK. Internet Options window closes.
10.1.2 Popup blocking settings
Windows XP / Vista / 7 Internet Explorer 7.0+ allows the prevention of most pop-up windows from appearing over pages while using Internet Explorer. On installation of SP2 / Vista / 7, Pop-up Blocker is turned on in Internet Explorer. This setting restricts access to pages within ONESOURCE. In order to allow ONESOURCE pages to appear you are required to add the ONESOURCE site to the Allowed sites list. Alternatively you may disable Pop-up Blocker altogether.
Complete the following steps:
1. From within Internet Explorer, select Tools, then Internet Options. The Internet Options window appears.
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2. Click the Privacy Tab. The Pop-up Blocker Section displays with a tick in Block pop-ups.
3. Uptick Block pop-ups and click OK. Block pop-ups are disabled. Note: If you would like to enable Block pop-ups omit this step and continue to step 4 to allow the ONESOURCE Corporate Tax site. If you have disabled pop-ups you can skip steps 4 to 6.
4. Click Settings. The Pop-up Blocker Settings window appears.
5. Type the ONESOURCE Corporate Tax site URL and click Add. The site appears in the Allowed site field.
6. Click Close, then OK. Internet Explorer page appears.
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Appendix 1 LINKING ONESOURCE 2015.1 TO A STANDARD WEB ADDRESS
Appendix 1.1 Deleting the existing IIS Virtual Directory (if already configured)
1. Select the previous ONESOURCE Corporate Tax installation folder (e.g. C:\Program Files\Allume\NABLE_V2015_1), right-click on the folder and select Sharing and Security….
Server 2008 use Share…
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2. Select the Web Sharing panel, and click Do not share this folder. Click OK. Click YES to the dialog box which appears subsequently.
Windows Server 2008. Select Advanced Sharing and uncheck the Share this Folder checkbox. Select OK
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Create new IIS Virtual Directory
1. Open the ONESOURCE Corporate Tax installation folder (e.g. C:\Program Files\Allume\CT_NABLE_V2015_1), right-click on the folder and select “Sharing and Security…”.
Windows Server 2008 follow previous steps and select Sharing… Advanced Sharing…
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Select the Web Sharing panel and click on Add.
2. Enter the web share “NABLE” in the Alias field, as shown below and then click OK.
3. The existing virtual directory (e.g. NABLE_V2014_1) may be deleted by selecting it and clicking Remove. Click on Apply, and then OK.
4. Right-click on My Computer and select Manage. Expand the Services and Applications, Internet Information Services (IIS), Web Sites and Default Web Site folders.
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5. Highlight NABLE, right-click and select Properties.
6. Click the Documents tab and verify that the start-up document is set to StartNable_1_1.aspx. If this is not set, click the Add… button to enter it. Click Apply, and then OK.
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Windows Server 2008, navigate to Default Document, open the feature and set the default document to StartNable_1_1.aspx.
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Reconfiguring a Virtual Server
If you have configured a Virtual Server to host the ONESOURCE Corporate Tax application,
you will need to reconfigure the virtual server to point to the ONESOURCE Corporate Tax
2015.1 application by following the steps below.
1. Right-click on My Computer and select Manage. Expand the Services and Applications, Internet Information Services (IIS), Web Sites and web site folders for the ONESOURCE Virtual Server (e.g. “ONESOURCE” in the screenshot below).
2. Right click on the Web Site for the ONESOURCE Virtual Server and select Properties.
Click the Home Directory tab and change the Local Path to the installation folder for ONESOURCE Corporate Tax 2015.1 (e.g. C:\Program Files\Allume\CT_NABLE_V2015_1). Change Execute permissions to Scripts only.
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With Windows Server 2008 navigate to the virtual Directory, right click and select Advanced Settings. From the dialog Box that appears the Physical Path can be changed.
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INSTALLING ONESOURCE FROM A NETWORK LOCATION
When installing ONESOURCE Corporate Tax using files located over a network location, the message as shown below may appear.
This is due to .NET security based on where the installation is running from. To rectify this message you need to copy the CD contents to a local drive and run the application, alternatively use the Microsoft.NET security policy administration tool to set the installer permissions to full trust.
Appendix 1.2 How to set the permissions to full trust
1. From Administrative Tools, double click Microsoft® .NET Framework 4.0 Configuration. The .NET Configuration 4.0 screen appears.
2. From My Computer, click Configure Code Access Security Policy in the right hand panel. The Tasks window appears.
3. Click Increase Assembly Trust. The Trust an Assembly wizard appears.
4. Follow the wizard selecting the following options, then click Finish:
a. Make changes to this computer;
b. URL is the location of the installation files, where the setup.exe file is located;
c. Full Trust
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