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Author's profile photo Yogesh Patel

ONESOURCE – Tax & Accounting – Thomson Reuters:- Data File Integrator (MS SQL/Windows) Installation

You successfully installed Certificate Manager and now you are on next step to install DFI (Data File Integrator)

  • Install tomcat (Same as other products)
  • Run \Docs\database-creation-scripts\sql-server\CreateSqlServerUserAndDatabase.bat (Change log file location as per standard)
  • Copy \Docs\application-server-files\logback.xml in to ‘conf’ folder of tomcat
  • Copy Docs\application-server-files\tomcat\jmxremote.access and jmxremote.password to conf folder of tomcat
  • Copy content of \tomcat\datasource-files\SQL Server DataSource Template.txt paste in server.xml (line 40 and 41)
<Resource name="jdbc/DataFileIntegratorDataSource" 
    validationQuery="select 1"
  • Copy \Docs\application-server-files\ to tomcat’s ‘lib’ folder
      • Edit file and add determination.service.authentication.url=http://host:port/sabrix/services/userservice/2011-09-01/userservice?wsdl
      • determination.service.authentication.iscloud=false
# Copyright 2016 Thomson Reuters/ONESOURCE. All rights reserved.

# WSDL location for determination user service. Do not forget '?wsdl' at the end

# Indicate if the authentication service mentioned above is cloud service or not. (Accepted valules: true/false)

# Integer value of session timeout time for the application, in minutes. Max allowed value: 10080 (1 Week), default: 30, if property is omitted.

Note: Change URL as you required for : determination.service.authentication.url

  • Open tomcat configuration and change memory to 2048 and 2048 (Set as per your requirments)
    • Add java options as below
      • -Dis.tomcat=True
      • -Djava.rmi.server.hostname=Servername
      • -Dlogback.configurationFile=../conf/logback.xm
  • Copy sqljdbc4.jar to tomcat’s ‘lib’ folder
  • Copy \WarFiles\ dfi-installer.war to tomcat’s ‘webapp’ folder
  • Start Tomcat
  • Stop tomcat once you see OK message on installer
  • Delete installer folder and war file from tomcat webapp folder
  • Copy all another job-consumer-app.war, file-watcher-app.war, data-file-integrator.war to webapp of tomcat
  • Copy folder “ DataFileIntegrator “ from Docs\file-watcher-directory-structure to ROOT of DFI installation
    • Rename company A folder inside to “ Your Company Name” (You have assigned this company to User with ‘Certificate Manager Admin’ role)
  • Start Tomcat
  • Login with created user
  • Click configure
    • Provide created user and password
    • Open determination service URLand paste in Base URL of configuration
    • Certificate manager Base URL : http://host:port/cm-soap-service-app/
    • File Source Directory : J:\ (As you copy ‘DataFileIntegrator’ folder)
    • File processing threads : 2
    • Email configuration:

  • Under Services Dropdown select : UserService – FindUser
    • Under Input TAB
      • User: name
      • Default: DBA
      • Test: DBA
    • Save mapping name as: FindUser
    • Output TAB
      • Select Message move over and save mapping
      • Test to see if you can find users or not
  •  Share DataFileIntegrator folder root of J:\ so functional users can perform data load.

You successfully installed Certificate Manager software. Now we are going to install Reporting


Thank you


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