ONESOURCE – Tax & Accounting – Thomson Reuters:- Certificate Manager (MS SQL/Windows) Installation

You successfully installed Determination and now you are on next step to install Certificate Manager

Follow steps below to install Certificate Manager

• Crate SQL DB and users running Docs\database-creation-scripts\sql-server\CreateSqlServerUserAndDatabase.bat (Make sure you extract new from source)

• Install Tomcat (Same steps as Determination tomcat installation)

• Copy WarFiles\installer.war to webapp folder of tomcat

• Copy content of Docs\application-server-files\tomcat\conf\certificate-manager-data-source-mssql-tomcat.txt
  • Paste this content in conf\server.xml between line 40 and 41

<Resource name="jdbc/TaxCertificateManagerDataSource"
	auth="Container"
	type="javax.sql.DataSource"
	username="certmgr"
	password="password"
	driverClassName="com.microsoft.sqlserver.jdbc.SQLServerDriver"
	url="jdbc:sqlserver://HOSTNAME:1433;databasename=certmgr;"
	validationQuery="select 1"
	maxActive="10"
	maxIdle="4"/>

<Resource name="jdbc/UserManagementServiceDataSource"
	auth="Container"
	type="javax.sql.DataSource"
	username="sbxtax"
	password="password"
	driverClassName="com.microsoft.sqlserver.jdbc.SQLServerDriver"
	url="jdbc:sqlserver://HOSTNAME:1433;databasename=sbxtax;"
	validationQuery="select 1"
	maxActive="10"
	maxIdle="4"/>

<Resource name="jdbc/ContentManagementServiceDataSource"
	auth="Container"
	type="javax.sql.DataSource"
	username="sbxtax"
	password="password"
	driverClassName="com.microsoft.sqlserver.jdbc.SQLServerDriver"
	url="jdbc:sqlserver://HOSTNAME:1433;databasename=sbxtax;"
	validationQuery="select 1"
	maxActive="10"
	maxIdle="4"/>

• Copy files from installer Docs\application-server-files\tomcat\lib to lib folder of tomcat
  • contentManagementService.properties
  • Change the determination.default_schema=sbxtax

  • #
    # Copyright 2016 Thomson Reuters/ONESOURCE. All rights reserved.
    #
    
    #hibernate.show_sql=true
    determination.default_schema=sbxtax
    hibernate.dialect=com.thomsonreuters.ositax.contentmanagement.common.util.CustomSQLServerDialect
    #hibernate.dialect=com.thomsonreuters.ositax.contentmanagement.common.util.CustomDB2Dialect

  • taxCertificateManager.properties
  • default_schema=certmgr

  • #
    # Copyright 2016 Thomson Reuters/ONESOURCE. All rights reserved.
    #
    
    #hibernate.show_sql=true
    tcm.default_schema=certmgr
    hibernate.dialect=com.thomsonreuters.ositax.contentmanagement.common.util.CustomSQLServerDialect
    #hibernate.dialect=com.thomsonreuters.ositax.contentmanagement.common.util.CustomDB2Dialect
    

• Open and edit Docs\application-server-files\tomcat\bin\setenv.bat
  • Copy -Dlogback.configurationFile=../conf/logback.xml”
  • Open Tomcat Configuration manager (from bin folder *.w.exe)
  • Paste line in JAVA config tab
  • Change memory to 6144 and 6144 (As per your requirements)

• Copy Docs\application-server-files\tomcat\conf\logback.xml to tomcat’s ‘conf’ folder

• Copy sqljdbc4.jar to tomat’s ‘lib’ folder

• Start Tomcat

• Open http://host:port/installer

• You will see installer OK message

• Stop tomcat

• Delete installer.war and installer folder from tomcat’s ‘webapps’ folder after some time

• Copy WarFiles\cm-soap-service-app.war to tomcat’s ‘webapps’

• Start Tomcat

• Copy rest of the files to webapps of tomcat
  • content-management-app.war
  • tax-certificate-manager-app.war
  • user-management-app.war
  • cm-soap-service-app.war

• Stop and Start Tomcat again

• Open http://host:port/tax-certificate-manager-app (user:installer / password:password)

• Go to general configuration and paste in Base URL : http://host:port/sabrix/services/

• Perform email configuration

• Save system configuration

• Click ‘install’ logout

• On determination Open Menu>system>config>Action> CERTIFICATE_MANAGER_URL = http://host:port/tax-certificate-manager-app

• Login to Determination system and open Menu >> system >> user and create new user

Example as below (create user as per your organization requirement)

• Login with newly created user to Determination

• Login with newly created user to certificate manager

• Admin settings > forms > import
  • Brows file and provide CM.2017.03.1MasterForms.zip (As per date you installing)

• Logout

You successfully installed Certificate Manager software. Now we are going to install DFI (Data File Integrator)