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Published: January 07, 2024 09:10

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Preparing import files for users and user groups

Tax Provision includes the following Excel import files to help you work with users and user groups in bulk during implementation. You can rename files, but the file prefixes must remain the same.

In this section, you can find information on the following topics:

Understanding authentication methods
Understanding preconfigured users and user groups
Understanding preconfigured symbol access
Understanding user group profiles
Preparing import files for adding and modifying users
Preparing import files for adding and modifying user groups
Preparing import files for user group assignment
Preparing import files for user symbol access
Preparing import files for user authorization
Preparing import files for user attributes
Preparing import files for user group symbol access
Preparing import files for user group authorization
Preparing import files for deleting users
Preparing import files for deleting user groups

The following table lists the file prefixes for user and user group import files:

File prefix	Description
Users	Use this import file to add users to the system and modify existing users. For more information, see “Preparing import files for adding and modifying users”
UserGroups	Use this import file to add user groups to the system and modify existing user groups. For more information, see “Preparing import files for adding and modifying user groups”
UserGroup_Assignment	Use this import file to assign users to user groups. For more information, see “Preparing import files for user group assignment”
User_SymbolAccess	Use this import file to configure symbol access for users. For more information, see “Preparing import files for user symbol access”
User_Authorization	Use this import file to configure authorizations for users. For more information, see “Preparing import files for user authorization”
User_Attributes	Use this import file to configure attributes for users. For more information, see “Preparing import files for user attributes”
UserGroup_SymbolAccess	Use this import file to configure symbol access for user groups. For more information, see “Preparing import files for user group symbol access”
UserGroup_Authorization	Use this import file to configure authorizations for user groups. For more information, see “Preparing import files for user group authorization”
User_Delete	Use this import file to remove users from your system. For more information, see “Preparing import files for deleting users”
UserGroup_Delete	Use this import file to remove user groups from your system. For more information, see “Preparing import files for deleting user groups”

Understanding authentication methods

Longview Tax supports the following authentication methods:

Authentication method

Description

Longview

Authenticates users through Longview authentication.

Windows

Authenticates users through their Windows domain credentials.

Third-party web

Authenticates users through a third-party web authentication application.

Note: Users select Single Sign-On (Web) when signing on.

The restrictions for user names depend on the type of authentication you are using. The following table explains the restrictions for each authentication method.

Authentication method

User name restrictions

Longview

If your company uses Longview authentication, user names:

can include a maximum of 63 characters
can include any number and any letter, uppercase or lowercase
can include the hyphen ( - ), pound sign ( # ), exclamation point ( ! ), accent grave ( ` ), tilde ( ~ ), underscore ( _ ), period ( . ), space ( ), and “at” sign ( @ )

If your company enforces password complexity, passwords must meet all password complexity restrictions, including (but not limited to) the following:

The password must contain at least one uppercase alphabetical character (A-Z), one lowercase alphabetical character (a-z), one base 10 digit (0-9), and one non-alphanumeric character.
The password must be a minimum number of characters in length.
The password cannot contain the whole User Name, First Name, or Last Name of the user, in either uppercase or lowercase.

For more information on password complexity, see the Longview Server Manager Guide.

Note: If you plan to work with the Email event rule type, and your user name contains an “at” sign ( @ ), your user name and email address must be exactly the same.

Windows

If your company uses Windows authentication, use the user’s Windows user name. The Windows user name:

can include a maximum of 63 characters for the total User name field must include the domain name, a backslash ( \ ), and the Windows user name; for example: CORP\WinUserID the domain name supports only two special characters: the hyphen ( - ) and underscore ( _ )
the user name can include the hyphen ( - ), pound sign ( # ), exclamation point ( ! ), accent grave ( ` ), tilde ( ~ ), underscore ( _ ), period ( . ), and space ( )

Third-party web

If your company uses third-party web authentication, use the user name from the third-party software. Third-party web user names:

can include a maximum of 63 characters
can include the hyphen ( - ), pound sign ( # ), exclamation point ( ! ), accent grave ( ` ), tilde ( ~ ), underscore ( _ ), period ( . ), space ( ), and “at” sign ( @ )

Third-party web authenticated administrative users can change the passwords of Longview authenticated users, provided the administrative users have been granted sufficient access. Third party web authentication is not supported for Microsoft SharePoint.

Note: If you plan to work with the Email event rule type, and your user name contains an “at” sign ( @ ), your user name and email address must be exactly the same. User names containing special characters, including the “at” sign ( @ ) must be enclosed in quotes.

Understanding preconfigured users and user groups

Your Tax Provision system contains preconfigured users and user groups to ease implementation. Once you have installed Tax Provision, you can customize these users and user groups, or add other users and user groups, to suit the needs of your company.

Tax Provision comes with several preconfigured symbol access roles; however, only the V3_Compatible_Access role is used. For more information on symbol access roles, see the Longview Application Administrator Guide.

Tax Provision contains the following preconfigured user:

Preconfigured user	Description
User	Assigned User Groups
TAXADMIN	This user is assigned to the Administrators user group.

Note: If you have upgraded from a version of Tax Provision previous to 7.2.2, you may have additional preconfigured users.

Tax Provision contains the following preconfigured user groups:

User group	Description
Analysis	This user group has write access to create a tax provision.
CorporateAnalysts	This user group has write access to create a tax provision and has access to perform foreign exchange adjustments.
Administrators	This user group has access to view all information in the system, can update system settings, and create and publish input apps and reports.

Note: If you have upgraded from a version of Tax Provision previous to 7.2.2, your groups may be prepended with the relevant tax standard.

Understanding preconfigured symbol access

Tax Provision provides some symbol access for preconfigured groups as a starting point. You should review and update this access during implementation as well as when new entities or currencies are added.

Note: Administrators who connect using the Administrators group have full access to all symbols, including trial balance data, FX rates, tax rates, and override rates. These full-access symbols include calculated accounts; therefore, if an Administrator were to input data into tax provision input apps, calculation errors would occur. To avoid this complication, Administrators do not have the appropriate access for the input apps required to submit provision data.

The following table lists the preconfigured symbol access for preconfigured user groups and the related implementation considerations.

Dimension	Preconfigured read access to…	Preconfigured write access to…	Implementation Considerations
ACCOUNTS	calculated tax Provision accounts the trial balance hierarchy (TrialBal) the translation rate types hierarchy, including symbols such as the foreign exchange period average rate (FXRates)	manual tax provision accounts the tax rates hierarchy, including symbols such as the current year tax rate (TaxRates)	TrialBal: Change to write access for groups that require the ability to input trial balance data. Publish the XCCC400 - Chart of Accounts Adjustments.lvapp or XCCC401 - Book Chart of Accounts Adjustments.lvapp input app to the groups that require the ability to input trial balance data. FXRates: Change to write access for groups that require the ability to input foreign exchange rates. Publish the XCCC100 - FX Rates.lvapp and XCCC101 - Return FX Rates.lvapp input apps to the groups that require the ability to input foreign exchange rates.
TIMEPER	all historical actual time periods (Actual) all historical return time periods (Return)	the current Period (CYTaxPer) the current return period (RtnTaxPer)
ENTITIES	the Total Entities Hierarchy (TENTITIES) the partnership hierarchy (PShip) the jurisdiction Hierarchy (Jurisdictions) the total operations Hierarchy (Total_Operations)		TENTITIES: Set write access at subconsolidation levels or lowest level entities for the users or groups. When setting write access for the group, set a higher priority than the TENTITIES read access. PShip: Set write access to partnership entities for the users or groups. When setting write access for the group, set a higher priority than the PShip read access. Set read access to partnership owner entities for the users or groups. When setting read access, set a higher priority than the subconsolidation levels of entities under TENTITIES. EntitiesHier1—5: Set read access for the users or groups at any level below the root. Do not grant access directly to these roots.
DETAILS	the total details Hierarchy (DetailsT)	the total details Hierarchy (DetailsT)	DetailsT: Change to write access for groups that require the ability to input to Details symbols other than SummDet.
CURRENCY	the currencies hierarchy (Currencies) the foreign exchange translation rates hierarchy, including symbols such as USD from CAD (FXTranslations)	the functional Currencies hierarchy (SourceC)	FXTranslations: Set write access to foreign exchange translation rate symbols for groups that require the ability to input foreign exchange rates.
SEGMENTS	the total segments Hierarchy (SegmentsT)		SegmentsT: Change to write access for groups that require the ability to input to Segments symbols other than SummSeg.
ELEMENTS	calculated tax Provision elements	manual tax Provision elements
CONTROLS		the system required symbol (Dim7Set)

Longview recommends that you assign symbol access through user groups as much as possible to simplify maintenance. For example, if a user is responsible for the income tax accounting process for a specific entity, you can grant them access to the required accounts at the user group level, and then grant them access to their particular entity at the user level.

Note: Symbol access specified at the user level takes precedence over symbol access at the user group level.

Understanding user group profiles

Tax Provision contains the following user group profiles that you can assign when you add a user group to the system:

Data Submitter—User groups with this profile are typically the analysts who input financial information and review reports at the legal entity level.

Data Approver—User groups with this profile are typically the analysts who input financial information and review reports at a consolidated entity level.
Report Only—User groups with this profile are typically the executives who review reports at the legal and consolidated entity levels.

User group profiles affect user group properties only when the user group is added. Profiles allow you to easily set a number of properties that certain users will commonly require. After the user group is added with a profile, you can modify the properties to suit your needs.

Data Submitter User Group

User groups added with the Data Submitter profile automatically have the following properties:

Properties	Description
Application Access	Longview Analysis and Reporting Role—User Longview for Excel
Editor and Tool Access	Mappings Editor Mappings Editor - Manage Mappings
Data Access	Connect to Application Framework View Data Modify Data Submit Data - Longview for Excel Create Input Templates - Longview for Excel
Symbol Access	The same symbol access settings as the Analysts user group. For more information, see “Understanding preconfigured users and user groups” and “Understandingpreconfigured symbol access”.

Data Approver User Group

User groups added with the Data Approver profile automatically have the following properties:

Properties	Description
Application Access	Longview Analysis and Reporting Role—User Longview for Excel
Editor and Tool Access	Mappings Editor Mappings Editor - Manage Mappings
Data Access	Connect to Application Framework View Data Modify Data Submit Data - Longview for Excel Create Input Templates - Longview for Excel
Symbol Access	The same symbol access settings as the CorporateAnalysts user group. For more information, see “Understanding preconfigured users and user groups” and “Understandingpreconfigured symbol access”.

Report Only User Group

User groups added with the Report Only profile automatically have the following properties:

Properties	Description
Application Access	Longview Analysis and Reporting Role—User Longview for Excel
Editor and Tool Access	Mappings Editor
Data Access	Connect to Application Framework View Data
Symbol Access	The same symbol access settings as the Analysts user group. For more information, see “Understanding preconfigured users and user groups” and “Understandingpreconfigured symbol access”.

Preparing import files for adding and modifying users

Tax Provision includes an import file to help you add users and modify existing users in bulk during implementation.

Note: To add users or modify existing users via an import file, you must have User Administration authorization. To reset passwords, you must have Reset Passwords authorization. If you do not have authorization that you require, contact your System Administrator.

To prepare an import file for users:

Open the Users.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete the following fields:

Field	Description
User Name [R]	Specify the user name of a new user you want to add,or the user name of an existing user whose settingsyou want to modify. Valid user names are dependent on the value specifiedfor Authentication Method. For more information, see “Understanding authentication methods”.
Authentication Method	This setting is required if you are adding a new user. If you are modifying an existing user, you must leave this field blank or specify the authentication method currently set for the user. You cannot modify the authentication method of an existing user. Specify an authentication method for the user, using one of the following values: Longview—Specifies that the user is authenticated through Longview authentication. Windows—Specifies that the user is authenticated through Windows authentication. External—Specifies that the user is authenticated through Third-party web authentication. For more information, see “Understanding authentication methods”.
Description	This setting is required if you are adding a new user. Specify a description for the user, based on the users role in the system. User descriptions can be a maximum of 100 characters in length.
Password	This setting is required if you are adding a new user and Authentication Method is set to Longview. If Authentication Method is set to Windows or External, you must leave this field blank. Specify a password for the user. Passwords cannot contain any of the following characters: double quotation marks ( " ), pipes ( \| ), or spaces ( ). If your company enforces password complexity, passwords must meet all password complexity restrictions, including (but not limited to) the following: The password must contain at least one uppercase alphabetical character (A-Z), one lowercase alphabetical character (a-z), one base 10 digit (0-9), and one non-alphanumeric character. The password must be a minimum number of characters in length. The password cannot contain the whole User Name, First Name, or Last Name of the user, in either uppercase or lowercase. For more information on password complexity, see the Longview Server Manager Guide. Note: When passwords are exported, they appear as Longview7 in the export file. For more information, see “Exporting system information”.
First Name	This setting is required if you are adding a new user. Specify the user’s given name. First names can be a maximum of 50 characters in length.
Last Name	This setting is required if you are adding a new user. Specify the user’s surname. Last names can be a maximum of 50 characters in length.
Email	Specify an email address for the user. Emails can be a maximum of 100 characters in length.
Home Phone	Specify a home phone number for the user.
Office Phone	Specify a office phone number for the user.

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

Preparing import files for adding and modifying user groups

Tax Provision includes an import file to help you add user groups and modify existing user groups in bulk during implementation.

Note: To add user groups or modify existing user groups via an import file, you must have User Group Administration authorization. If you do not have authorization that you require, contact your System Administrator.

To prepare an import file for user groups:

Open the UserGroups.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete these fields:

Field	Description
Group Name [R]	Specify the name of a new user group you want to add, or the name of an existing user group you want to modify. Valid user group names: can be a combination of both letters and numbers can have a maximum of 31 characters can include the underscore ( _ ) cannot contain spaces
Description	This setting is required if you are adding a new user group. Specify a description for the user group. User group descriptions can be a maximum of 100 characters in length.
Profile	This setting applies only if you are adding a new user group. Specify a profile for the user group using one of the following values: Data Submitter—To add the user group with Data Submitter profile properties. Data Approver—To add the user group with Data Approver profile properties Report Only—To add the user group with Report Only profile properties. If you do not want to assign a profile to the user group, leave this field blank. For more information, see “Understanding user group profiles”.
New Name	This setting applies only if you are modifying an existing user group. If you are adding a new user group, you must leave this field blank. Specify a new name for the user group. Valid user group names: can be a combination of both letters and numbers can have a maximum of 31 characters can include the underscore ( _ ) cannot contain spaces

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

Preparing import files for user group assignment

Tax Provision includes an import file to help you assign users to user groups and remove users from user groups in bulk during implementation.

Note: To assign users to user groups or remove users from user groups via an import file, you must have User Administration or User Group Administration authorization. If you do not have authorization that you require, contact your System Administrator.

To prepare an import file for user group assignment:

Open the UserGroup_Assignment.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete these fields:

Field

Description

Group Name [R]

Specify the user group to assign the user to, or remove the user from, using one of the following values:

Group Name—Specify the name of an existing user group.
ALL—Removes the specified user from all user groups. ALL is a valid value only if Assign/ Remove [R] is set to Remove. Group Name [R] and User Name [R] cannot both be set to ALL.

Assign/Remove [R]

Specify whether to assign the user to a user group, or remove the user from a user group, using one of the following values:

Assign—Assigns the specified user to the specified user group.
Remove—Removes the specified user from the specified user group.

User Name [R]

Specify the user to assign to, or remove from the user group, using one of the following values:

User Name—Specify the user name of an existing user.
ALL—Removes all users from the specified user group. ALL is a valid value only if Assign/ Remove [R] is set to Remove. Group Name [R] and User Name [R] cannot both be set to ALL.

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

Preparing import files for user symbol access

Tax Provision includes an import file to help you configure symbol access for users in bulk during implementation.

Note: To configure symbol access for users via an import file, you must have User Symbol Access authorization. If you do not have authorization that you require, contact your System Administrator.

Longview recommends that you set symbol access for the ENTITIES and CURRENCY dimensions at the user level, and that you set symbol access for all other dimensions at the user group level.

For more information, see “Understanding preconfigured symbol access” and “Preparing import files for user group symbol access”.

Note: If symbol access is set for a user group that the user is a member of, it does not need to be set at the user level.

To prepare an import file for user symbol access:

Open the User_SymbolAccess.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete these fields:

Field	Description
User Name [R]	Specify the name of the user to configure symbol access for.
Assign/Remove [R]	Specify one of the following values: Assign—Assigns symbol access to the specified user. Remove—Removes symbol access from the specified user.
Dimension [R]	Specify the dimension to configure symbol access for using one of the following values: Dimension Name—Specify the name of an existing dimension. ALL—Removes all symbol access from the user, for all dimensions. ALL is a valid value only if Assign/Remove [R] is set to Remove.
Inherit Role Access	If Assign/Remove [R] is set to Assign, you must specify a value for this field. If Assign/Remove [R] is set to Remove, you must leave this field blank. Specify whether to assign or remove symbol access manually using one of the following values: True—Gives the specified user all symbol access assigned to the V3_Compatible_Access role. For more information on symbol access roles, see the Longview Application Administrator Guide. Caution: Warning If you set this field to True, all previously set symbol access is removed from the user, for the specified dimension. False—Specifies that symbol access is set manually for the specified user.
Symbol Name	If Assign/Remove [R] is set to Assign and Inherit Role Access is set to False, or if Assign/Remove [R] is set to Remove and Dimension [R] is not set to ALL, you must specify a value for this field. If Assign/Remove [R] is set to Remove and Dimension [R] is set to ALL, you must set this field to ALL or leave it blank. If Inherit Role Access is set to True, you must leave this field blank. Specify the symbol to assign or remove access for, using one of the following values: Symbol Name—Specify the name of an existing symbol in the specified dimension. ALL—Removes access to all symbols in the specified dimension from the user. ALL is a valid value only if Assign/Remove [R] is set to Remove.
Access Type	If Assign/Remove [R] is set to Assign and a symbol is specified for Symbol Name, you must specify R or W for this field. If Assign/Remove [R] is set to Remove, and Dimension [R] or Symbol Name are not set to ALL, you must specify a value for this field. If Dimension [R] is set to ALL, you must set this field to ALL or leave it blank. If Inherit Role Access is set to True, you must leave this field blank. If Symbol Name is set to ALL, you must set this field to ALL or leave it blank. Specify the access type to assign or remove for the specified symbol, using one of the following values: R—Gives read-only access to the specified symbol. W—Gives write access to the specified symbol. ALL—Removes all access to the specified symbol. ALL is a valid value only if Assign/Remove [R] is set to Remove.
Levels	If Assign/Remove [R] is set to Assign and a symbol is specified for Symbol Name, you must specify a value for this field. If Assign/Remove [R] is set to Remove, or if Inherit Role Access is set to True, you must leave this field blank. Specify an integer from 0 through 99 designating how many levels of child symbols below the symbol specified for Symbol Name the user has access to.
Priority	If Assign/Remove [R] is set to Remove, or if Inherit Role Access is set to True, you must leave this field blank. Specify an integer greater than 0 designating the precedence for the access type, where 1 is the highest priority. For example, if a user has read-only access to a leaf symbol with a priority of 1, but write access to that symbol’s parent with a priority of 50, the user will have write access to all symbols under the parent with the exception of that read-only leaf symbol. Note: Specifying a priority of 0 gives precedence to any other non-zero value. This field is optional. If you do not specify a value for this field, a default priority of 1 is set for the symbol

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

Preparing import files for user authorization

Tax Provision includes an import file to help you configure authorizations for users in bulk during implementation.

Note: To configure authorizations for users via an import file, you must have User Administration authorization. If you do not have authorization that you require, contact your System Administrator.

To prepare an import file for user authorization:

Open the User_Authorization.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete these fields:

Field	Description
User Name [R]	Specify the name of the user to configure authorization for.
Assign/Remove [R]	Specify one of the following values: Assign—Assigns the authorization to the specified user. Remove—Removes the authorization from the specified user.
Authorization Name [R]	Specifies the authorization to assign to or remove from the specified user. Replace the authorization name with ALL for Authorization Name [R] to remove all authorizations from the specified user. ALL is a valid value only if Assign/ Remove [R] is set to Remove. Note: The User_Authorization.csv file is prepopulated with all authorizations that can be assigned to or removed from users. For a full list of user authorizations and their descriptions, see “User Authorizations”.
Authorization Group	This setting applies only for the User Administration and Reset Passwords authorizations. For all other authorizations, you must leave this field blank. If Authorization Name [R] is set to ALL, you must set this field to ALL. Specify the user group to apply the authorization to, using one of the following values: Group Name—Specify the name of a user group that the specified user is assigned to. The authorization is assigned to the user, or removed from the user for the specified user group. AllUsers—Applies the authorization to the AllUsers user group. The authorization is assigned to the user for all users in the system. Note: AllUsers is a system user group that is valid for this field only. For more information on AllUsers, see the Longview Application Administrator Guide. ALL—Removes the authorization from all user groups that the specified user is assigned to.

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

User Authorizations

The following user authorizations can be assigned or removed via the User_Authorization.csv import file.

Authorization Name	Description
Longview Add-In for Office	Gives the user access to the Longview Add-In for Office You must also assign Connect to Application Framework to allow users to access the Longview Add-In for Office.
Longview Add-In for Office - Submit Data	Allows the user to submit data in the Longview Add-In for Office. Note: You must set Longview Add-In for Office to Assign for the user in order for the user to access the Longview Add-In for Office.
Longview Application Administrator	Gives the user access to Longview Application Administrator.
Longview Analysis and Reporting Role - No Access Longview Analysis and Reporting Role - Publisher Longview Analysis and Reporting Role - Author Longview Analysis and Reporting Role - User	You can assign one of the following Longview Analysis and Reporting Role authorizations per user. Set the authorization that you want to assign to the user to Assign and set the other Longview Analysis and Reporting Role authorizations to Remove or delete them from the import file. No Access—Assigns the No Access role to the user. The user cannot access Longview Analysis and Reporting. If no Longview Analysis and Reporting Role authorization is assigned to the user, No Access is assigned by default. Note: This authorization can be set to Assign only. To remove this authorization, you must set another Longview Analysis and Reporting Role authorization to Assign for the user, and delete this row from the mport file. Publisher—Assigns the Longview Analysis and Reporting Publisher role to the user. Users assigned a Publisher role can create, format, and publish report templates. Author—Assigns the Longview Analysis and Reporting Author role to the user. Users assigned an Author role can create their own report views for analysis purposes and run reports. User—Assigns the Longview Analysis and Reporting User role to the user. Users assigned a User role can use the report templates created by a Publisher to analyze data.
Longview Dashboard Designer	Gives the user access to Longview Dashboard Designer.
Longview Designer	Gives the user access to Longview Designer. Note: You must also assign Connect to Application Framework to allow users to access Longview Designer.
Data Import Apps – Create	Allows the user to create data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user in order for the user to access Longview Designer.
Data Import Apps - Modify	Allows the user to edit data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user in order for the user to access Longview Designer.
Data Import Apps - Delete	Allows the user to delete data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user in order for the user to access Longview Designer.
Data Import Apps - Publish	Allows the user to publish data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user in order for the user to access Longview Designer.
Longview Apps – Publish	Allows the user to publish Longview Apps in Longview Designer. Note: You must set Longview Designer to Assign for the user in order for the user to access Longview Designer.
Longview for Excel	Gives the user access to Longview for Excel.
Longview Server Manager	Gives the user access to Longview Server Manager.
Start/Stop Servers, Turn On/Off Dynamic Calculations	Allows the user to start and stop the servers, and turn Dynamic Calculations on and off.
Longview Workflow Designer	Gives the user access to Longview Workflow Designer.
Mappings Editor	Gives the user access to the Longview Mappings editor. Note: You must also assign Connect to Application Framework to allow users to access the Mappings editor.
Mappings Editor - Manage Maps	Allows the user to create, modify, and delete maps. Note: You must set Mappings Editor to Assign for the user in order for the user to access the Mappings Editor.
Mappings Editor - Manage Mappings	Allows the user to create, modify, and delete mappings. Note: You must set Mappings Editor to Assign for the user in order for the user to access the Mappings Editor.
Connect to Application Framework	Allows the user to connect to Longview Application Framework. Note: You must assign this authorization to allow users to access Longview Apps, Longview Designer, Longview tools and editors, the Longview Add-In for Office, and Longview Tax.
View Data	Allows the user to view data.
Modify Data	Allows the user to modify data.
Submit Data - Longview for Excel	Allows the user to submit data in Longview for Excel.
Create Input Templates - Longview for Excel	Allows the user to create input templates in Longview for Excel.
Delete Comments	Allows the user to delete any existing comments in the Data Server. Users without Delete Comments authorization can delete only their own comments before they are submitted to the database. Note: Delete existing comments functionality is available in Data Grids only.
Batches	Gives the user Batches authorization. Users with Batches authorization can delete user submissions with the User Submissions tool, while users without Batches authorization can only view user submissions. For more information, see the Longview Tax Administrator’s Guide.
Locks	Gives the user Locks authorization. Users with Locks authorization can delete any lock in the system with the Data Locks tool, while users without Locks authorization can delete their own locks only. For more information, see the Longview Tax Administrator’s Guide.
Rules	Allows the user to maintain Rules.
Schedules	Allows the user to maintain Schedules.
System Attributes - Create	Allows the user to create system attributes.
System Attributes – Modify	Allows the user to modify system attributes.
System Attributes - Delete	Allows the user to delete system attributes.
Symbol Attributes - Create	Allows the user to create symbol attributes.
Symbol Attributes – Modify	Allows the user to modify symbol attributes.
Symbol Attributes - Delete	Allows the user to delete symbol attributes.
User Attributes - Create	Allows the user to create user attributes.
User Attributes – Modify	Allows the user to modify user attributes.
User Attributes - Delete	Allows the user to delete user attributes.
Symbols - Create	Allows the user to create symbols.
Symbols – Modify	Allows the user to modify symbols.
Symbols - Delete	Allows the user to delete symbols.
User Administration	Allows the user to add and modify users in the Tax Provision system, via the Users.csv import file. To allow the user to access the Users editor and add and modify users, this authorization must be set to Assign and Authorization Group must be set to AllUsers. Note: Users can modify only authorizations that they themselves have. This includes their own settings, and the settings of the user group they are signed in as a member of. For example, if a user does not have Longview for Excel authorization, they cannot modify that authorization in other users and user groups.
User Symbol Access	This authorization can be set to Assign only if User Administration is also set to Assign for the user. If User Administration is set to Remove for the user, this authorization is automatically removed, and cannot be set to Assign. Allows the user to configure symbol access for users. Note: Users can give symbol access only at a level that they themselves have. This access includes their own symbol access settings, and the symbol access settings of the user group they are signed in as a
Reset Passwords	If User Administration is set to Assign for the user, this authorization is automatically assigned to the user, and cannot be set to Remove. If User Administration is set to Remove for the user, this authorization is unaffected. Allows the user to reset passwords in the Tax Provision system, via the Users.csv import file. To allow the user to access the Users editor and reset user passwords, this authorization must be set to Assign and Authorization Group must be set to AllUsers.
User Group Administration	Allows the user to add and modify user groups in the Tax Provision system, via the UserGroups.csv import file and the User Groups editor. Note: Users can modify only authorizations that they themselves have. This includes their own settings, and the settings of the user group they are signed in as a member of. For example, if a user does not have Longview for Excel authorization, they cannot modify that authorization in other users and user groups
User Group Symbol Access	This authorization can be set to Assign only if User Group Administration is also set to Assign for the user. If User Group Administration is set to Remove for the user, this authorization is automatically removed, and cannot be set to Assign. Allows the user to configure symbol access for user groups. Note: Users can give symbol access only at a level that they themselves have. This access includes their own symbol access settings, and the symbol access settings of the user group they are signed in as a member of. For example, if a user has read-only access to the TENTITIES symbol with a level of 10, they can give other users, user groups, and roles only readonly access to the TENTITIES symbol, with a level of 10 or lower. For more information, see “Preparing import files for user symbol access”.
Role Symbol Access	Allows the user to configure symbol access for symbol access roles in Longview Application Administrator. For more information on symbol access roles, see the Longview Application Administrator Guide. Users can give symbol access only at a level that they themselves have. This access includes their own symbol access settings, and the symbol access settings of the user group they are signed in as a member of. For example, if a user has read-only access to the TENTITIES symbol with a level of 10, they can give other users, user groups, and roles only readonly access to the TENTITIES symbol, with a level of 10 or lower. For more information, see “Preparing import files for user symbol access”.

Preparing import files for user attributes

Tax Provision includes an import file to help you configure attribute values for users in bulk during implementation.

Note: To configure user attribute values via an import file, you must have User Attributes - Modify authorization. If you do not have authorization that you require, contact your System Administrator.

To prepare an import file for user attributes:

Open the User_Attributes.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete these fields:

Field	Description
User Name [R]	Specify the name of a user to set user attribute values for.
Attribute [R]	Specifies the name of the user attribute to set a value for. Note: The User_Attributes.csv file is pre-populated with all existing user attribute names in your system. You cannot use the import file to change attribute names.
Description	Specifies the description of the user attribute to set a value for. Note: The User_Attributes.csv file is pre-populated with all existing user attribute descriptions in your system. You cannot use the import file to change attribute descriptions.
Value [R]	Specify a valid value for the user attribute. For more information on valid attribute values, see the Longview Application Administrator Guide.

The following user attributes, specific to Tax Provision, can have the following valid values:

Attribute

Valid Values

AUTAXCURRP - Tax - User’s Reporting Currency

Specify a reporting currency for the user. The reporting currency can be any symbol (parent or leaf) from the Currencies hierarchy in the CURRENCY dimension. For more information, see “Preparing import files for currency structures”.

AUTaxLVforExcelFilePath - User File Path for Longview for Excel Tax Links

Specify a file path for custom Longview for Excel workbooks.

Note: The default value for this user attribute is set in the in the System_Settings.csv import file. For more information, see “Preparing an import file for system settings”.

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

Preparing import files for user group symbol access

Tax Provision includes an import file to help you configure symbol access for user groups in bulk during implementation.

Note: To configure symbol access for user groups via an import file, you must have User Group Symbol Access authorization. If you do not have authorization that you require, contact your System Administrator.

Longview recommends that you set symbol access for all dimensions at the user group level, except for the ENTITIES and CURRENCY dimensions. Longview recommends that you set symbol access for the ENTITIES and CURRENCY dimensions at the user level. For more information, see “Understanding preconfigured symbol access” and “Preparing import files for user symbol access”.

To prepare an import file for user group symbol access:

Open the UserGroup_SymbolAccess.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete these fields:

Field	Description
Group Name [R]	Specify the name of the user group to configure symbol access for.
Assign/Remove [R]	Specify one of the following values: Assign—Assigns symbol access to the specified user group. Remove—Removes symbol access from the specified user group.
Dimension [R]	Specify the dimension to configure symbol access for using one of the following values: Dimension Name—Specify the name of an existing dimension. ALL—Removes all symbol access from the user group, for all dimensions. ALL is a valid value only if Assign/ Remove [R] is set to Remove.
Inherit Role Access	If Assign/Remove [R] is set to Assign, you must specify a value for this field. If Assign/Remove [R] is set to Remove, you must leave this field blank. Specify whether to assign or remove symbol access manually using one of the following values: True—Gives the specified user group all symbol access assigned to the V3_Compatible_Access role. For more information on symbol access roles, see the Longview Application Administrator Guide. Caution: If you set this field to True, all previously set symbol access is removed from the user group, for the specified dimension. False—Specifies that symbol access is set manually for the specified user group.
Symbol Name	If Assign/Remove [R] is set to Assign and Inherit Role Access is set to False, or if Assign/Remove [R] is set to Remove and Dimension [R] is not set to ALL, you must specify a value for this field. If Assign/Remove [R] is set to Remove and Dimension [R] is set to ALL, you must set this field to ALL or leave it blank. If Inherit Role Access is set to True, you must leave this field blank. Specify the symbol to assign or remove access for, using one of the following values: Symbol Name—Specify the name of an existing symbol in the specified dimension. ALL—Removes access to all symbols in the specified dimension from the user group. ALL is a valid value only if Assign/Remove [R] is set to Remove.
Access Type	If Assign/Remove [R] is set to Assign and a symbol is specified for Symbol Name, you must specify R or W for this field. If Assign/Remove [R] is set to Remove, and Dimension [R] or Symbol Name are not set to ALL, you must specify a value for this field. If Dimension [R] is set to ALL, you must set this field to ALL or leave it blank. If Inherit Role Access is set to True, you must leave this field blank. If Symbol Name is set to ALL, you must set this field to ALL or leave it blank. Specify the access type to assign or remove for the specified symbol, using one of the following values: R—Gives read-only access to the specified symbol. W—Gives write access to the specified symbol. ALL—Removes all access to the specified symbol. ALL is a valid value only if Assign/Remove [R] is set to Remove.
Levels	If Assign/Remove [R] is set to Assign and a symbol is specified for Symbol Name, you must specify a value for this field. If Assign/Remove [R] is set to Remove, or if Inherit Role Access is set to True, you must leave this field blank. Specify an integer from 0 through 99 designating how many levels of child symbols below the symbol specified for Symbol Name the user group has access to.
Priority	If Assign/Remove [R] is set to Remove, or if Inherit Role Access is set to True, you must leave this field blank. Specify an integer greater than 0 designating the precedence for the access type, where 1 is the highest priority. For example, if a user group has read-only access to a leaf symbol with a priority of 1, but write access to that symbol’s parent with a priority of 50, the user group will have write access to all symbols under the parent with the exception of that read-only leaf symbol. Note: Specifying a priority of 0 gives precedence to any other non-zero value. This field is optional. If you do not specify a value for this field, a default priority of 1 is set for the symbol.

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

Preparing import files for user group authorization

Tax Provision includes an import file to help you configure authorizations for user groups in bulk during implementation.

Note: To configure authorizations for user groups via an import file, you must have User Group Administration authorization. If you do not have authorization that you require, contact your System Administrator.

To prepare an import file for user group authorization:

Open the UserGroup_Authorization.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete these fields:

Field

Description

Group Name [R]

Specify the name of the user group to configure authorization for.

Assign/Remove [R]

Specify one of the following values:

Assign—Assigns the authorization to the specified user group.
Remove—Removes the authorization from the specified user group.

Authorization Name [R]

Specifies the authorization to assign to or remove from the specified user group.

Replace the authorization name with ALL for Authorization Name [R] to remove all authorizations from the specified user group. ALL is a valid value only if Assign/Remove [R] is set to Remove.

Note: The UserGroup_Authorization.csv file is prepopulated with all authorizations that can be assigned to or removed from user groups. For a full list of user group authorizations and their descriptions, see “User Group Authorizations”.

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

User Group Authorizations

The following user group authorizations can be assigned or removed via the UserGroup_Authorization.csv import file.

Authorization Name	Description
Longview Add-In for Office	Gives the user group access to the Longview Add-In for Office Note: You must also assign Connect to Application Framework to allow user groups to access the Longview Add-In for Office.
Longview Add-In for Office - Submit Data	Allows the user group to submit data in the Longview Add-In for Office. Note: You must set Longview Add-In for Office to Assign for the user group in order for the user group to access the Longview Add-In for Office.
Longview Application Administrator	Gives the user group access to Longview Application Administrator.
Longview Analysis and Reporting Role - No Access Longview Analysis and Reporting Role - Publisher Longview Analysis and Reporting Role - Author Longview Analysis and Reporting Role - User	You can assign one of the following Longview Analysis and Reporting Role authorizations per user group. Set the authorization that you want to assign to the user to Assign and set the other Longview Analysis and Reporting Role authorizations to Remove or delete them from the import file. No Access—Assigns the No Access role to the user group. The user group cannot access Longview Analysis and Reporting. If no Longview Analysis and Reporting Role authorization is assigned to the user group, No Access is assigned by default. Note: This authorization can be set to Assign only. To remove this authorization, you must set another Longview Analysis and Reporting Role authorization to Assign for the user group, and delete this row from the import file. Publisher—Assigns the Longview Analysis and Reporting Publisher role to the user group. Users assigned a Publisher role can create, format, and publish report templates. Author—Assigns the Longview Analysis and Reporting Author role to the user group. User Groups assigned an Author role can create their own report views for analysis purposes and run reports. User—Assigns the Longview Analysis and Reporting User role to the user group. User Groups assigned a User role can use the report templates created by a Publisher to analyze data.
Longview Dashboard Designer	Gives the user group access to Longview Dashboard Designer.
Longview Designer	Gives the user group access to Longview Designer. Note: You must also assign Connect to Application Framework to allow user groups to access Longview Designer.
Data Import Apps – Create	Allows the user group to create data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user group in order for the user group to access Longview Designer.
Data Import Apps - Modify	Allows the user group to edit data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user group in order for the user group to access Longview Designer.
Data Import Apps - Delete	Allows the user group to delete data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user group in order for the user group to access Longview Designer.
Data Import Apps - Publish	Allows the user group to publish data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user group in order for the user group to access Longview Designer.
Longview Apps – Publish	Allows the user group to publish Longview Apps in Longview Designer. Note: You must set Longview Designer to Assign for the user in order for the user to access Longview Designer.
Longview for Excel	Gives the user group access to Longview for Excel.
Longview Server Manager	Gives the user group access to Longview Server Manager.
Start/Stop Servers, Turn On/Off Dynamic Calculations	Allows the user group to start and stop the servers, and turn Dynamic Calculations on and off.
Longview Workflow Designer	Gives the user group access to Longview Workflow Designer.
Mappings Editor	Gives the user group access to the Longview Mappings editor. Note: You must also assign Connect to Application Framework to allow user groups to access the Mappings editor.
Mappings Editor - Manage Maps	Allows the user group to create, modify, and delete maps. Note: You must set Mappings Editor to Assign for the user group in order for the user group to access the Mappings Editor.
Mappings Editor - Manage Mappings	Allows the user group to create, modify, and delete mappings. Note: You must set Mappings Editor to Assign for the user group in order for the user to access the Mappings Editor.
Connect to Application Framework	Allows the user group to connect to Longview Application Framework. Note: You must assign this authorization to allow user groups to access Longview Apps, Longview Designer, Longview tools and editors, the Longview Add-In for Office, and Longview Tax.
View Data	Allows the user group to view data.
Modify Data	Allows the user group to modify data.
Submit Data - Longview for Excel	Allows the user group to submit data in Longview for Excel.
Create Input Templates - Longview for Excel	Allows the user group to create input templates in Longview for Excel.
Delete Comments	Allows the user group to delete any existing comments in the Data Server. User groups without Delete Comments authorization can delete only their own comments before they are submitted to the database. Note: Delete existing comments functionality is available in Data Grids only
Batches	Gives the user group Batches authorization. User groups with Batches authorization can delete user submissions with the User Submissions tool, while user groups without Batches authorization can only view user submissions. For more information, see the Longview Tax Administrator’s Guide.
Locks	Gives the user group Locks authorization. User groups with Locks authorization can delete any lock in the system with the Data Locks tool, while users without Locks authorization can delete their own locks only. For more information, see the Longview Tax Administrator’s Guide.
Rules	Allows the user group to maintain Rules.
Schedules	Allows the user group to maintain Schedules.
System Attributes - Create	Allows the user group to create system attributes.
System Attributes – Modify	Allows the user group to modify system attributes.
System Attributes - Delete	Allows the user group to delete system attributes.
Symbol Attributes - Create	Allows the user group to create symbol attributes.
Symbol Attributes – Modify	Allows the user group to modify symbol attributes.
Symbol Attributes - Delete	Allows the user group to delete symbol attributes.
User Attributes - Create	Allows the user group to create user attributes.
User Attributes – Modify	Allows the user group to modify user attributes.
User Attributes - Delete	Allows the user group to delete user attributes.
Symbols - Create	Allows the user group to create symbols.
Symbols – Modify	Allows the user group to modify symbols.
Symbols - Delete	Allows the user group to delete symbols.
User Administration	Allows the user group to add and modify users in the Tax Provision system, via the Users.csv import file. To allow the user group to access the Users editor and add and modify users, this authorization must be set to Assign and Authorization Group must be set to All Users Note: User groups can modify only authorizations that they themselves have. This includes their own settings, and the settings of the user group they are signed in as a member of. For example, if a user does not have Longview for Excel authorization, they cannot modify that authorization in other users and user groups.
User Symbol Access	This authorization can be set to Assign only if User Administration is also set to Assign for the user group. If User Administration is set to Remove for the user group, this authorization is automatically removed, and cannot be set to Assign. Allows the user group to configure symbol access for users. Note: User groups can give symbol access only at a level that they themselves have. This access includes their own symbol access settings, and the symbol access settings of the user group they are signed in as a member of. For example, if a user has read-only access to the TENTITIES symbol with a level of 10, they can give other users, user groups, and roles only readonly access to the TENTITIES symbol, with a level of 10 or lower. For more information, see “ Preparing import files for user symbol access”.
Reset Passwords	If User Administration is set to Assign for the user group, this authorization is automatically assigned to the user group, and cannot be set to Remove. If User Administration is set to Remove for the user group, this authorization is unaffected. Allows the user group to reset passwords in the Tax Provision system, via the Users.csv import file. To allow the user group to access the Users editor and reset user passwords, this authorization must be set to Assign and Authorization Group must be set to AllUsers.
User Group Administration	Allows the user group to add and modify user groups in the Tax Provision system, via the UserGroups.csv import file and the User Groups editor. Note: User groups can modify only authorizations that they themselves have. This includes their own settings, and the settings of the user group they are signed in as a member of. For example, if a user does not have Longview for Excel authorization, they cannot modify that authorization in other users and user groups
User Group Symbol Access	This authorization can be set to Assign only if User Group Administration is also set to Assign for the user group. If User Group Administration is set to Remove for the user group, this authorization is automatically removed, and cannot be set to Assign. Allows the user group to configure symbol access for user groups. Note: User groups can give symbol access only at a level that they themselves have. This access includes their own symbol access settings, and the symbol access settings of the user group they are signed in as a member of. For example, if a user has read-only access to the TENTITIES symbol with a level of 10, they can give other users, user groups, and roles only readonly access to the TENTITIES symbol, with a level of 10 or lower. For more information, see “Preparing import files for user symbol acces
Role Symbol Access	Allows the user group to configure symbol access for symbol access roles in Longview Application Administrator. For more information on symbol access roles, see the Longview Application Administrator Guide. Note: User groups can give symbol access only at a level that they themselves have. This access includes their own symbol access settings, and the symbol access settings of the user group they are signed in as a member of. For example, if a user has read-only access to the TENTITIES symbol with a level of 10, they can give other users, user groups, and roles only readonly access to the TENTITIES symbol, with a level of 10 or lower. For more information, see “ Preparing import files for user symbol access”.

Preparing import files for deleting users

Tax Provision includes an import file to help you delete users in bulk during implementation.

To delete users via an import file, you must have User Administration authorization. If you do not have authorization that you require, contact your System Administrator.

To prepare an import file for deleting users:

Open the User_Delete.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.
Complete these fields:
Field
Description
User Name [R]
Specify the user name of an existing user to delete.
When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

Preparing import files for deleting user groups

Tax Provision includes an import file to help you delete user groups in bulk during implementation.

To delete users via an import file, you must have User Administration authorization. If you do not have authorization that you require, contact your System Administrator.

To prepare an import file for deleting user groups:

Open the UserGroup_Delete.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.
Complete these fields:
Field
Description
Group Name [R]
Specify the name of an existing user group to delete.
When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

Published: January 07, 2024 09:10

Preparing import files for users and user groups

Tax Provision includes the following Excel import files to help you work with users and user groups in bulk during implementation. You can rename files, but the file prefixes must remain the same.

In this section, you can find information on the following topics:

Understanding authentication methods
Understanding preconfigured users and user groups
Understanding preconfigured symbol access
Understanding user group profiles
Preparing import files for adding and modifying users
Preparing import files for adding and modifying user groups
Preparing import files for user group assignment
Preparing import files for user symbol access
Preparing import files for user authorization
Preparing import files for user attributes
Preparing import files for user group symbol access
Preparing import files for user group authorization
Preparing import files for deleting users
Preparing import files for deleting user groups

The following table lists the file prefixes for user and user group import files:

File prefix	Description
Users	Use this import file to add users to the system and modify existing users. For more information, see “Preparing import files for adding and modifying users”
UserGroups	Use this import file to add user groups to the system and modify existing user groups. For more information, see “Preparing import files for adding and modifying user groups”
UserGroup_Assignment	Use this import file to assign users to user groups. For more information, see “Preparing import files for user group assignment”
User_SymbolAccess	Use this import file to configure symbol access for users. For more information, see “Preparing import files for user symbol access”
User_Authorization	Use this import file to configure authorizations for users. For more information, see “Preparing import files for user authorization”
User_Attributes	Use this import file to configure attributes for users. For more information, see “Preparing import files for user attributes”
UserGroup_SymbolAccess	Use this import file to configure symbol access for user groups. For more information, see “Preparing import files for user group symbol access”
UserGroup_Authorization	Use this import file to configure authorizations for user groups. For more information, see “Preparing import files for user group authorization”
User_Delete	Use this import file to remove users from your system. For more information, see “Preparing import files for deleting users”
UserGroup_Delete	Use this import file to remove user groups from your system. For more information, see “Preparing import files for deleting user groups”

Understanding authentication methods

Longview Tax supports the following authentication methods:

Authentication method

Description

Longview

Authenticates users through Longview authentication.

Windows

Authenticates users through their Windows domain credentials.

Third-party web

Authenticates users through a third-party web authentication application.

Note: Users select Single Sign-On (Web) when signing on.

The restrictions for user names depend on the type of authentication you are using. The following table explains the restrictions for each authentication method.

Authentication method

User name restrictions

Longview

If your company uses Longview authentication, user names:

can include a maximum of 63 characters
can include any number and any letter, uppercase or lowercase
can include the hyphen ( - ), pound sign ( # ), exclamation point ( ! ), accent grave ( ` ), tilde ( ~ ), underscore ( _ ), period ( . ), space ( ), and “at” sign ( @ )

If your company enforces password complexity, passwords must meet all password complexity restrictions, including (but not limited to) the following:

The password must contain at least one uppercase alphabetical character (A-Z), one lowercase alphabetical character (a-z), one base 10 digit (0-9), and one non-alphanumeric character.
The password must be a minimum number of characters in length.
The password cannot contain the whole User Name, First Name, or Last Name of the user, in either uppercase or lowercase.

For more information on password complexity, see the Longview Server Manager Guide.

Note: If you plan to work with the Email event rule type, and your user name contains an “at” sign ( @ ), your user name and email address must be exactly the same.

Windows

If your company uses Windows authentication, use the user’s Windows user name. The Windows user name:

can include a maximum of 63 characters for the total User name field must include the domain name, a backslash ( \ ), and the Windows user name; for example: CORP\WinUserID the domain name supports only two special characters: the hyphen ( - ) and underscore ( _ )
the user name can include the hyphen ( - ), pound sign ( # ), exclamation point ( ! ), accent grave ( ` ), tilde ( ~ ), underscore ( _ ), period ( . ), and space ( )

Third-party web

If your company uses third-party web authentication, use the user name from the third-party software. Third-party web user names:

can include a maximum of 63 characters
can include the hyphen ( - ), pound sign ( # ), exclamation point ( ! ), accent grave ( ` ), tilde ( ~ ), underscore ( _ ), period ( . ), space ( ), and “at” sign ( @ )

Understanding preconfigured users and user groups

Tax Provision contains the following preconfigured user:

Preconfigured user	Description
User	Assigned User Groups
TAXADMIN	This user is assigned to the Administrators user group.

Note: If you have upgraded from a version of Tax Provision previous to 7.2.2, you may have additional preconfigured users.

Tax Provision contains the following preconfigured user groups:

User group	Description
Analysis	This user group has write access to create a tax provision.
CorporateAnalysts	This user group has write access to create a tax provision and has access to perform foreign exchange adjustments.
Administrators	This user group has access to view all information in the system, can update system settings, and create and publish input apps and reports.

Note: If you have upgraded from a version of Tax Provision previous to 7.2.2, your groups may be prepended with the relevant tax standard.

Understanding preconfigured symbol access

The following table lists the preconfigured symbol access for preconfigured user groups and the related implementation considerations.

Dimension	Preconfigured read access to…	Preconfigured write access to…	Implementation Considerations
ACCOUNTS	calculated tax Provision accounts the trial balance hierarchy (TrialBal) the translation rate types hierarchy, including symbols such as the foreign exchange period average rate (FXRates)	manual tax provision accounts the tax rates hierarchy, including symbols such as the current year tax rate (TaxRates)	TrialBal: Change to write access for groups that require the ability to input trial balance data. Publish the XCCC400 - Chart of Accounts Adjustments.lvapp or XCCC401 - Book Chart of Accounts Adjustments.lvapp input app to the groups that require the ability to input trial balance data. FXRates: Change to write access for groups that require the ability to input foreign exchange rates. Publish the XCCC100 - FX Rates.lvapp and XCCC101 - Return FX Rates.lvapp input apps to the groups that require the ability to input foreign exchange rates.
TIMEPER	all historical actual time periods (Actual) all historical return time periods (Return)	the current Period (CYTaxPer) the current return period (RtnTaxPer)
ENTITIES	the Total Entities Hierarchy (TENTITIES) the partnership hierarchy (PShip) the jurisdiction Hierarchy (Jurisdictions) the total operations Hierarchy (Total_Operations)		TENTITIES: Set write access at subconsolidation levels or lowest level entities for the users or groups. When setting write access for the group, set a higher priority than the TENTITIES read access. PShip: Set write access to partnership entities for the users or groups. When setting write access for the group, set a higher priority than the PShip read access. Set read access to partnership owner entities for the users or groups. When setting read access, set a higher priority than the subconsolidation levels of entities under TENTITIES. EntitiesHier1—5: Set read access for the users or groups at any level below the root. Do not grant access directly to these roots.
DETAILS	the total details Hierarchy (DetailsT)	the total details Hierarchy (DetailsT)	DetailsT: Change to write access for groups that require the ability to input to Details symbols other than SummDet.
CURRENCY	the currencies hierarchy (Currencies) the foreign exchange translation rates hierarchy, including symbols such as USD from CAD (FXTranslations)	the functional Currencies hierarchy (SourceC)	FXTranslations: Set write access to foreign exchange translation rate symbols for groups that require the ability to input foreign exchange rates.
SEGMENTS	the total segments Hierarchy (SegmentsT)		SegmentsT: Change to write access for groups that require the ability to input to Segments symbols other than SummSeg.
ELEMENTS	calculated tax Provision elements	manual tax Provision elements
CONTROLS		the system required symbol (Dim7Set)

Note: Symbol access specified at the user level takes precedence over symbol access at the user group level.

Understanding user group profiles

Tax Provision contains the following user group profiles that you can assign when you add a user group to the system:

Data Submitter—User groups with this profile are typically the analysts who input financial information and review reports at the legal entity level.

Data Approver—User groups with this profile are typically the analysts who input financial information and review reports at a consolidated entity level.
Report Only—User groups with this profile are typically the executives who review reports at the legal and consolidated entity levels.

Data Submitter User Group

User groups added with the Data Submitter profile automatically have the following properties:

Properties	Description
Application Access	Longview Analysis and Reporting Role—User Longview for Excel
Editor and Tool Access	Mappings Editor Mappings Editor - Manage Mappings
Data Access	Connect to Application Framework View Data Modify Data Submit Data - Longview for Excel Create Input Templates - Longview for Excel
Symbol Access	The same symbol access settings as the Analysts user group. For more information, see “Understanding preconfigured users and user groups” and “Understandingpreconfigured symbol access”.

Data Approver User Group

User groups added with the Data Approver profile automatically have the following properties:

Properties	Description
Application Access	Longview Analysis and Reporting Role—User Longview for Excel
Editor and Tool Access	Mappings Editor Mappings Editor - Manage Mappings
Data Access	Connect to Application Framework View Data Modify Data Submit Data - Longview for Excel Create Input Templates - Longview for Excel
Symbol Access	The same symbol access settings as the CorporateAnalysts user group. For more information, see “Understanding preconfigured users and user groups” and “Understandingpreconfigured symbol access”.

Report Only User Group

User groups added with the Report Only profile automatically have the following properties:

Properties	Description
Application Access	Longview Analysis and Reporting Role—User Longview for Excel
Editor and Tool Access	Mappings Editor
Data Access	Connect to Application Framework View Data
Symbol Access	The same symbol access settings as the Analysts user group. For more information, see “Understanding preconfigured users and user groups” and “Understandingpreconfigured symbol access”.

Preparing import files for adding and modifying users

Tax Provision includes an import file to help you add users and modify existing users in bulk during implementation.

To prepare an import file for users:

Open the Users.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete the following fields:

Field	Description
User Name [R]	Specify the user name of a new user you want to add,or the user name of an existing user whose settingsyou want to modify. Valid user names are dependent on the value specifiedfor Authentication Method. For more information, see “Understanding authentication methods”.
Authentication Method	This setting is required if you are adding a new user. If you are modifying an existing user, you must leave this field blank or specify the authentication method currently set for the user. You cannot modify the authentication method of an existing user. Specify an authentication method for the user, using one of the following values: Longview—Specifies that the user is authenticated through Longview authentication. Windows—Specifies that the user is authenticated through Windows authentication. External—Specifies that the user is authenticated through Third-party web authentication. For more information, see “Understanding authentication methods”.
Description	This setting is required if you are adding a new user. Specify a description for the user, based on the users role in the system. User descriptions can be a maximum of 100 characters in length.
Password	This setting is required if you are adding a new user and Authentication Method is set to Longview. If Authentication Method is set to Windows or External, you must leave this field blank. Specify a password for the user. Passwords cannot contain any of the following characters: double quotation marks ( " ), pipes ( \| ), or spaces ( ). If your company enforces password complexity, passwords must meet all password complexity restrictions, including (but not limited to) the following: The password must contain at least one uppercase alphabetical character (A-Z), one lowercase alphabetical character (a-z), one base 10 digit (0-9), and one non-alphanumeric character. The password must be a minimum number of characters in length. The password cannot contain the whole User Name, First Name, or Last Name of the user, in either uppercase or lowercase. For more information on password complexity, see the Longview Server Manager Guide. Note: When passwords are exported, they appear as Longview7 in the export file. For more information, see “Exporting system information”.
First Name	This setting is required if you are adding a new user. Specify the user’s given name. First names can be a maximum of 50 characters in length.
Last Name	This setting is required if you are adding a new user. Specify the user’s surname. Last names can be a maximum of 50 characters in length.
Email	Specify an email address for the user. Emails can be a maximum of 100 characters in length.
Home Phone	Specify a home phone number for the user.
Office Phone	Specify a office phone number for the user.

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

Preparing import files for adding and modifying user groups

Tax Provision includes an import file to help you add user groups and modify existing user groups in bulk during implementation.

To prepare an import file for user groups:

Open the UserGroups.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete these fields:

Field	Description
Group Name [R]	Specify the name of a new user group you want to add, or the name of an existing user group you want to modify. Valid user group names: can be a combination of both letters and numbers can have a maximum of 31 characters can include the underscore ( _ ) cannot contain spaces
Description	This setting is required if you are adding a new user group. Specify a description for the user group. User group descriptions can be a maximum of 100 characters in length.
Profile	This setting applies only if you are adding a new user group. Specify a profile for the user group using one of the following values: Data Submitter—To add the user group with Data Submitter profile properties. Data Approver—To add the user group with Data Approver profile properties Report Only—To add the user group with Report Only profile properties. If you do not want to assign a profile to the user group, leave this field blank. For more information, see “Understanding user group profiles”.
New Name	This setting applies only if you are modifying an existing user group. If you are adding a new user group, you must leave this field blank. Specify a new name for the user group. Valid user group names: can be a combination of both letters and numbers can have a maximum of 31 characters can include the underscore ( _ ) cannot contain spaces

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

Preparing import files for user group assignment

Tax Provision includes an import file to help you assign users to user groups and remove users from user groups in bulk during implementation.

To prepare an import file for user group assignment:

Open the UserGroup_Assignment.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete these fields:

Field

Description

Group Name [R]

Specify the user group to assign the user to, or remove the user from, using one of the following values:

Group Name—Specify the name of an existing user group.
ALL—Removes the specified user from all user groups. ALL is a valid value only if Assign/ Remove [R] is set to Remove. Group Name [R] and User Name [R] cannot both be set to ALL.

Assign/Remove [R]

Specify whether to assign the user to a user group, or remove the user from a user group, using one of the following values:

Assign—Assigns the specified user to the specified user group.
Remove—Removes the specified user from the specified user group.

User Name [R]

Specify the user to assign to, or remove from the user group, using one of the following values:

User Name—Specify the user name of an existing user.
ALL—Removes all users from the specified user group. ALL is a valid value only if Assign/ Remove [R] is set to Remove. Group Name [R] and User Name [R] cannot both be set to ALL.

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

Preparing import files for user symbol access

Tax Provision includes an import file to help you configure symbol access for users in bulk during implementation.

Longview recommends that you set symbol access for the ENTITIES and CURRENCY dimensions at the user level, and that you set symbol access for all other dimensions at the user group level.

For more information, see “Understanding preconfigured symbol access” and “Preparing import files for user group symbol access”.

Note: If symbol access is set for a user group that the user is a member of, it does not need to be set at the user level.

To prepare an import file for user symbol access:

Open the User_SymbolAccess.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete these fields:

Field	Description
User Name [R]	Specify the name of the user to configure symbol access for.
Assign/Remove [R]	Specify one of the following values: Assign—Assigns symbol access to the specified user. Remove—Removes symbol access from the specified user.
Dimension [R]	Specify the dimension to configure symbol access for using one of the following values: Dimension Name—Specify the name of an existing dimension. ALL—Removes all symbol access from the user, for all dimensions. ALL is a valid value only if Assign/Remove [R] is set to Remove.
Inherit Role Access	If Assign/Remove [R] is set to Assign, you must specify a value for this field. If Assign/Remove [R] is set to Remove, you must leave this field blank. Specify whether to assign or remove symbol access manually using one of the following values: True—Gives the specified user all symbol access assigned to the V3_Compatible_Access role. For more information on symbol access roles, see the Longview Application Administrator Guide. Caution: Warning If you set this field to True, all previously set symbol access is removed from the user, for the specified dimension. False—Specifies that symbol access is set manually for the specified user.
Symbol Name	If Assign/Remove [R] is set to Assign and Inherit Role Access is set to False, or if Assign/Remove [R] is set to Remove and Dimension [R] is not set to ALL, you must specify a value for this field. If Assign/Remove [R] is set to Remove and Dimension [R] is set to ALL, you must set this field to ALL or leave it blank. If Inherit Role Access is set to True, you must leave this field blank. Specify the symbol to assign or remove access for, using one of the following values: Symbol Name—Specify the name of an existing symbol in the specified dimension. ALL—Removes access to all symbols in the specified dimension from the user. ALL is a valid value only if Assign/Remove [R] is set to Remove.
Access Type	If Assign/Remove [R] is set to Assign and a symbol is specified for Symbol Name, you must specify R or W for this field. If Assign/Remove [R] is set to Remove, and Dimension [R] or Symbol Name are not set to ALL, you must specify a value for this field. If Dimension [R] is set to ALL, you must set this field to ALL or leave it blank. If Inherit Role Access is set to True, you must leave this field blank. If Symbol Name is set to ALL, you must set this field to ALL or leave it blank. Specify the access type to assign or remove for the specified symbol, using one of the following values: R—Gives read-only access to the specified symbol. W—Gives write access to the specified symbol. ALL—Removes all access to the specified symbol. ALL is a valid value only if Assign/Remove [R] is set to Remove.
Levels	If Assign/Remove [R] is set to Assign and a symbol is specified for Symbol Name, you must specify a value for this field. If Assign/Remove [R] is set to Remove, or if Inherit Role Access is set to True, you must leave this field blank. Specify an integer from 0 through 99 designating how many levels of child symbols below the symbol specified for Symbol Name the user has access to.
Priority	If Assign/Remove [R] is set to Remove, or if Inherit Role Access is set to True, you must leave this field blank. Specify an integer greater than 0 designating the precedence for the access type, where 1 is the highest priority. For example, if a user has read-only access to a leaf symbol with a priority of 1, but write access to that symbol’s parent with a priority of 50, the user will have write access to all symbols under the parent with the exception of that read-only leaf symbol. Note: Specifying a priority of 0 gives precedence to any other non-zero value. This field is optional. If you do not specify a value for this field, a default priority of 1 is set for the symbol

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

Preparing import files for user authorization

Tax Provision includes an import file to help you configure authorizations for users in bulk during implementation.

To prepare an import file for user authorization:

Open the User_Authorization.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete these fields:

Field	Description
User Name [R]	Specify the name of the user to configure authorization for.
Assign/Remove [R]	Specify one of the following values: Assign—Assigns the authorization to the specified user. Remove—Removes the authorization from the specified user.
Authorization Name [R]	Specifies the authorization to assign to or remove from the specified user. Replace the authorization name with ALL for Authorization Name [R] to remove all authorizations from the specified user. ALL is a valid value only if Assign/ Remove [R] is set to Remove. Note: The User_Authorization.csv file is prepopulated with all authorizations that can be assigned to or removed from users. For a full list of user authorizations and their descriptions, see “User Authorizations”.
Authorization Group	This setting applies only for the User Administration and Reset Passwords authorizations. For all other authorizations, you must leave this field blank. If Authorization Name [R] is set to ALL, you must set this field to ALL. Specify the user group to apply the authorization to, using one of the following values: Group Name—Specify the name of a user group that the specified user is assigned to. The authorization is assigned to the user, or removed from the user for the specified user group. AllUsers—Applies the authorization to the AllUsers user group. The authorization is assigned to the user for all users in the system. Note: AllUsers is a system user group that is valid for this field only. For more information on AllUsers, see the Longview Application Administrator Guide. ALL—Removes the authorization from all user groups that the specified user is assigned to.

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

User Authorizations

The following user authorizations can be assigned or removed via the User_Authorization.csv import file.

Authorization Name	Description
Longview Add-In for Office	Gives the user access to the Longview Add-In for Office You must also assign Connect to Application Framework to allow users to access the Longview Add-In for Office.
Longview Add-In for Office - Submit Data	Allows the user to submit data in the Longview Add-In for Office. Note: You must set Longview Add-In for Office to Assign for the user in order for the user to access the Longview Add-In for Office.
Longview Application Administrator	Gives the user access to Longview Application Administrator.
Longview Analysis and Reporting Role - No Access Longview Analysis and Reporting Role - Publisher Longview Analysis and Reporting Role - Author Longview Analysis and Reporting Role - User	You can assign one of the following Longview Analysis and Reporting Role authorizations per user. Set the authorization that you want to assign to the user to Assign and set the other Longview Analysis and Reporting Role authorizations to Remove or delete them from the import file. No Access—Assigns the No Access role to the user. The user cannot access Longview Analysis and Reporting. If no Longview Analysis and Reporting Role authorization is assigned to the user, No Access is assigned by default. Note: This authorization can be set to Assign only. To remove this authorization, you must set another Longview Analysis and Reporting Role authorization to Assign for the user, and delete this row from the mport file. Publisher—Assigns the Longview Analysis and Reporting Publisher role to the user. Users assigned a Publisher role can create, format, and publish report templates. Author—Assigns the Longview Analysis and Reporting Author role to the user. Users assigned an Author role can create their own report views for analysis purposes and run reports. User—Assigns the Longview Analysis and Reporting User role to the user. Users assigned a User role can use the report templates created by a Publisher to analyze data.
Longview Dashboard Designer	Gives the user access to Longview Dashboard Designer.
Longview Designer	Gives the user access to Longview Designer. Note: You must also assign Connect to Application Framework to allow users to access Longview Designer.
Data Import Apps – Create	Allows the user to create data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user in order for the user to access Longview Designer.
Data Import Apps - Modify	Allows the user to edit data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user in order for the user to access Longview Designer.
Data Import Apps - Delete	Allows the user to delete data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user in order for the user to access Longview Designer.
Data Import Apps - Publish	Allows the user to publish data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user in order for the user to access Longview Designer.
Longview Apps – Publish	Allows the user to publish Longview Apps in Longview Designer. Note: You must set Longview Designer to Assign for the user in order for the user to access Longview Designer.
Longview for Excel	Gives the user access to Longview for Excel.
Longview Server Manager	Gives the user access to Longview Server Manager.
Start/Stop Servers, Turn On/Off Dynamic Calculations	Allows the user to start and stop the servers, and turn Dynamic Calculations on and off.
Longview Workflow Designer	Gives the user access to Longview Workflow Designer.
Mappings Editor	Gives the user access to the Longview Mappings editor. Note: You must also assign Connect to Application Framework to allow users to access the Mappings editor.
Mappings Editor - Manage Maps	Allows the user to create, modify, and delete maps. Note: You must set Mappings Editor to Assign for the user in order for the user to access the Mappings Editor.
Mappings Editor - Manage Mappings	Allows the user to create, modify, and delete mappings. Note: You must set Mappings Editor to Assign for the user in order for the user to access the Mappings Editor.
Connect to Application Framework	Allows the user to connect to Longview Application Framework. Note: You must assign this authorization to allow users to access Longview Apps, Longview Designer, Longview tools and editors, the Longview Add-In for Office, and Longview Tax.
View Data	Allows the user to view data.
Modify Data	Allows the user to modify data.
Submit Data - Longview for Excel	Allows the user to submit data in Longview for Excel.
Create Input Templates - Longview for Excel	Allows the user to create input templates in Longview for Excel.
Delete Comments	Allows the user to delete any existing comments in the Data Server. Users without Delete Comments authorization can delete only their own comments before they are submitted to the database. Note: Delete existing comments functionality is available in Data Grids only.
Batches	Gives the user Batches authorization. Users with Batches authorization can delete user submissions with the User Submissions tool, while users without Batches authorization can only view user submissions. For more information, see the Longview Tax Administrator’s Guide.
Locks	Gives the user Locks authorization. Users with Locks authorization can delete any lock in the system with the Data Locks tool, while users without Locks authorization can delete their own locks only. For more information, see the Longview Tax Administrator’s Guide.
Rules	Allows the user to maintain Rules.
Schedules	Allows the user to maintain Schedules.
System Attributes - Create	Allows the user to create system attributes.
System Attributes – Modify	Allows the user to modify system attributes.
System Attributes - Delete	Allows the user to delete system attributes.
Symbol Attributes - Create	Allows the user to create symbol attributes.
Symbol Attributes – Modify	Allows the user to modify symbol attributes.
Symbol Attributes - Delete	Allows the user to delete symbol attributes.
User Attributes - Create	Allows the user to create user attributes.
User Attributes – Modify	Allows the user to modify user attributes.
User Attributes - Delete	Allows the user to delete user attributes.
Symbols - Create	Allows the user to create symbols.
Symbols – Modify	Allows the user to modify symbols.
Symbols - Delete	Allows the user to delete symbols.
User Administration	Allows the user to add and modify users in the Tax Provision system, via the Users.csv import file. To allow the user to access the Users editor and add and modify users, this authorization must be set to Assign and Authorization Group must be set to AllUsers. Note: Users can modify only authorizations that they themselves have. This includes their own settings, and the settings of the user group they are signed in as a member of. For example, if a user does not have Longview for Excel authorization, they cannot modify that authorization in other users and user groups.
User Symbol Access	This authorization can be set to Assign only if User Administration is also set to Assign for the user. If User Administration is set to Remove for the user, this authorization is automatically removed, and cannot be set to Assign. Allows the user to configure symbol access for users. Note: Users can give symbol access only at a level that they themselves have. This access includes their own symbol access settings, and the symbol access settings of the user group they are signed in as a
Reset Passwords	If User Administration is set to Assign for the user, this authorization is automatically assigned to the user, and cannot be set to Remove. If User Administration is set to Remove for the user, this authorization is unaffected. Allows the user to reset passwords in the Tax Provision system, via the Users.csv import file. To allow the user to access the Users editor and reset user passwords, this authorization must be set to Assign and Authorization Group must be set to AllUsers.
User Group Administration	Allows the user to add and modify user groups in the Tax Provision system, via the UserGroups.csv import file and the User Groups editor. Note: Users can modify only authorizations that they themselves have. This includes their own settings, and the settings of the user group they are signed in as a member of. For example, if a user does not have Longview for Excel authorization, they cannot modify that authorization in other users and user groups
User Group Symbol Access	This authorization can be set to Assign only if User Group Administration is also set to Assign for the user. If User Group Administration is set to Remove for the user, this authorization is automatically removed, and cannot be set to Assign. Allows the user to configure symbol access for user groups. Note: Users can give symbol access only at a level that they themselves have. This access includes their own symbol access settings, and the symbol access settings of the user group they are signed in as a member of. For example, if a user has read-only access to the TENTITIES symbol with a level of 10, they can give other users, user groups, and roles only readonly access to the TENTITIES symbol, with a level of 10 or lower. For more information, see “Preparing import files for user symbol access”.
Role Symbol Access	Allows the user to configure symbol access for symbol access roles in Longview Application Administrator. For more information on symbol access roles, see the Longview Application Administrator Guide. Users can give symbol access only at a level that they themselves have. This access includes their own symbol access settings, and the symbol access settings of the user group they are signed in as a member of. For example, if a user has read-only access to the TENTITIES symbol with a level of 10, they can give other users, user groups, and roles only readonly access to the TENTITIES symbol, with a level of 10 or lower. For more information, see “Preparing import files for user symbol access”.

Preparing import files for user attributes

Tax Provision includes an import file to help you configure attribute values for users in bulk during implementation.

To prepare an import file for user attributes:

Open the User_Attributes.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete these fields:

Field	Description
User Name [R]	Specify the name of a user to set user attribute values for.
Attribute [R]	Specifies the name of the user attribute to set a value for. Note: The User_Attributes.csv file is pre-populated with all existing user attribute names in your system. You cannot use the import file to change attribute names.
Description	Specifies the description of the user attribute to set a value for. Note: The User_Attributes.csv file is pre-populated with all existing user attribute descriptions in your system. You cannot use the import file to change attribute descriptions.
Value [R]	Specify a valid value for the user attribute. For more information on valid attribute values, see the Longview Application Administrator Guide.

The following user attributes, specific to Tax Provision, can have the following valid values:

Attribute

Valid Values

AUTAXCURRP - Tax - User’s Reporting Currency

AUTaxLVforExcelFilePath - User File Path for Longview for Excel Tax Links

Specify a file path for custom Longview for Excel workbooks.

Note: The default value for this user attribute is set in the in the System_Settings.csv import file. For more information, see “Preparing an import file for system settings”.

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

Preparing import files for user group symbol access

Tax Provision includes an import file to help you configure symbol access for user groups in bulk during implementation.

To prepare an import file for user group symbol access:

Open the UserGroup_SymbolAccess.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete these fields:

Field	Description
Group Name [R]	Specify the name of the user group to configure symbol access for.
Assign/Remove [R]	Specify one of the following values: Assign—Assigns symbol access to the specified user group. Remove—Removes symbol access from the specified user group.
Dimension [R]	Specify the dimension to configure symbol access for using one of the following values: Dimension Name—Specify the name of an existing dimension. ALL—Removes all symbol access from the user group, for all dimensions. ALL is a valid value only if Assign/ Remove [R] is set to Remove.
Inherit Role Access	If Assign/Remove [R] is set to Assign, you must specify a value for this field. If Assign/Remove [R] is set to Remove, you must leave this field blank. Specify whether to assign or remove symbol access manually using one of the following values: True—Gives the specified user group all symbol access assigned to the V3_Compatible_Access role. For more information on symbol access roles, see the Longview Application Administrator Guide. Caution: If you set this field to True, all previously set symbol access is removed from the user group, for the specified dimension. False—Specifies that symbol access is set manually for the specified user group.
Symbol Name	If Assign/Remove [R] is set to Assign and Inherit Role Access is set to False, or if Assign/Remove [R] is set to Remove and Dimension [R] is not set to ALL, you must specify a value for this field. If Assign/Remove [R] is set to Remove and Dimension [R] is set to ALL, you must set this field to ALL or leave it blank. If Inherit Role Access is set to True, you must leave this field blank. Specify the symbol to assign or remove access for, using one of the following values: Symbol Name—Specify the name of an existing symbol in the specified dimension. ALL—Removes access to all symbols in the specified dimension from the user group. ALL is a valid value only if Assign/Remove [R] is set to Remove.
Access Type	If Assign/Remove [R] is set to Assign and a symbol is specified for Symbol Name, you must specify R or W for this field. If Assign/Remove [R] is set to Remove, and Dimension [R] or Symbol Name are not set to ALL, you must specify a value for this field. If Dimension [R] is set to ALL, you must set this field to ALL or leave it blank. If Inherit Role Access is set to True, you must leave this field blank. If Symbol Name is set to ALL, you must set this field to ALL or leave it blank. Specify the access type to assign or remove for the specified symbol, using one of the following values: R—Gives read-only access to the specified symbol. W—Gives write access to the specified symbol. ALL—Removes all access to the specified symbol. ALL is a valid value only if Assign/Remove [R] is set to Remove.
Levels	If Assign/Remove [R] is set to Assign and a symbol is specified for Symbol Name, you must specify a value for this field. If Assign/Remove [R] is set to Remove, or if Inherit Role Access is set to True, you must leave this field blank. Specify an integer from 0 through 99 designating how many levels of child symbols below the symbol specified for Symbol Name the user group has access to.
Priority	If Assign/Remove [R] is set to Remove, or if Inherit Role Access is set to True, you must leave this field blank. Specify an integer greater than 0 designating the precedence for the access type, where 1 is the highest priority. For example, if a user group has read-only access to a leaf symbol with a priority of 1, but write access to that symbol’s parent with a priority of 50, the user group will have write access to all symbols under the parent with the exception of that read-only leaf symbol. Note: Specifying a priority of 0 gives precedence to any other non-zero value. This field is optional. If you do not specify a value for this field, a default priority of 1 is set for the symbol.

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

Preparing import files for user group authorization

Tax Provision includes an import file to help you configure authorizations for user groups in bulk during implementation.

To prepare an import file for user group authorization:

Open the UserGroup_Authorization.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.

Complete these fields:

Field

Description

Group Name [R]

Specify the name of the user group to configure authorization for.

Assign/Remove [R]

Specify one of the following values:

Assign—Assigns the authorization to the specified user group.
Remove—Removes the authorization from the specified user group.

Authorization Name [R]

Specifies the authorization to assign to or remove from the specified user group.

Replace the authorization name with ALL for Authorization Name [R] to remove all authorizations from the specified user group. ALL is a valid value only if Assign/Remove [R] is set to Remove.

When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

User Group Authorizations

The following user group authorizations can be assigned or removed via the UserGroup_Authorization.csv import file.

Authorization Name	Description
Longview Add-In for Office	Gives the user group access to the Longview Add-In for Office Note: You must also assign Connect to Application Framework to allow user groups to access the Longview Add-In for Office.
Longview Add-In for Office - Submit Data	Allows the user group to submit data in the Longview Add-In for Office. Note: You must set Longview Add-In for Office to Assign for the user group in order for the user group to access the Longview Add-In for Office.
Longview Application Administrator	Gives the user group access to Longview Application Administrator.
Longview Analysis and Reporting Role - No Access Longview Analysis and Reporting Role - Publisher Longview Analysis and Reporting Role - Author Longview Analysis and Reporting Role - User	You can assign one of the following Longview Analysis and Reporting Role authorizations per user group. Set the authorization that you want to assign to the user to Assign and set the other Longview Analysis and Reporting Role authorizations to Remove or delete them from the import file. No Access—Assigns the No Access role to the user group. The user group cannot access Longview Analysis and Reporting. If no Longview Analysis and Reporting Role authorization is assigned to the user group, No Access is assigned by default. Note: This authorization can be set to Assign only. To remove this authorization, you must set another Longview Analysis and Reporting Role authorization to Assign for the user group, and delete this row from the import file. Publisher—Assigns the Longview Analysis and Reporting Publisher role to the user group. Users assigned a Publisher role can create, format, and publish report templates. Author—Assigns the Longview Analysis and Reporting Author role to the user group. User Groups assigned an Author role can create their own report views for analysis purposes and run reports. User—Assigns the Longview Analysis and Reporting User role to the user group. User Groups assigned a User role can use the report templates created by a Publisher to analyze data.
Longview Dashboard Designer	Gives the user group access to Longview Dashboard Designer.
Longview Designer	Gives the user group access to Longview Designer. Note: You must also assign Connect to Application Framework to allow user groups to access Longview Designer.
Data Import Apps – Create	Allows the user group to create data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user group in order for the user group to access Longview Designer.
Data Import Apps - Modify	Allows the user group to edit data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user group in order for the user group to access Longview Designer.
Data Import Apps - Delete	Allows the user group to delete data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user group in order for the user group to access Longview Designer.
Data Import Apps - Publish	Allows the user group to publish data import apps in Longview Designer. Note: You must set Longview Designer to Assign for the user group in order for the user group to access Longview Designer.
Longview Apps – Publish	Allows the user group to publish Longview Apps in Longview Designer. Note: You must set Longview Designer to Assign for the user in order for the user to access Longview Designer.
Longview for Excel	Gives the user group access to Longview for Excel.
Longview Server Manager	Gives the user group access to Longview Server Manager.
Start/Stop Servers, Turn On/Off Dynamic Calculations	Allows the user group to start and stop the servers, and turn Dynamic Calculations on and off.
Longview Workflow Designer	Gives the user group access to Longview Workflow Designer.
Mappings Editor	Gives the user group access to the Longview Mappings editor. Note: You must also assign Connect to Application Framework to allow user groups to access the Mappings editor.
Mappings Editor - Manage Maps	Allows the user group to create, modify, and delete maps. Note: You must set Mappings Editor to Assign for the user group in order for the user group to access the Mappings Editor.
Mappings Editor - Manage Mappings	Allows the user group to create, modify, and delete mappings. Note: You must set Mappings Editor to Assign for the user group in order for the user to access the Mappings Editor.
Connect to Application Framework	Allows the user group to connect to Longview Application Framework. Note: You must assign this authorization to allow user groups to access Longview Apps, Longview Designer, Longview tools and editors, the Longview Add-In for Office, and Longview Tax.
View Data	Allows the user group to view data.
Modify Data	Allows the user group to modify data.
Submit Data - Longview for Excel	Allows the user group to submit data in Longview for Excel.
Create Input Templates - Longview for Excel	Allows the user group to create input templates in Longview for Excel.
Delete Comments	Allows the user group to delete any existing comments in the Data Server. User groups without Delete Comments authorization can delete only their own comments before they are submitted to the database. Note: Delete existing comments functionality is available in Data Grids only
Batches	Gives the user group Batches authorization. User groups with Batches authorization can delete user submissions with the User Submissions tool, while user groups without Batches authorization can only view user submissions. For more information, see the Longview Tax Administrator’s Guide.
Locks	Gives the user group Locks authorization. User groups with Locks authorization can delete any lock in the system with the Data Locks tool, while users without Locks authorization can delete their own locks only. For more information, see the Longview Tax Administrator’s Guide.
Rules	Allows the user group to maintain Rules.
Schedules	Allows the user group to maintain Schedules.
System Attributes - Create	Allows the user group to create system attributes.
System Attributes – Modify	Allows the user group to modify system attributes.
System Attributes - Delete	Allows the user group to delete system attributes.
Symbol Attributes - Create	Allows the user group to create symbol attributes.
Symbol Attributes – Modify	Allows the user group to modify symbol attributes.
Symbol Attributes - Delete	Allows the user group to delete symbol attributes.
User Attributes - Create	Allows the user group to create user attributes.
User Attributes – Modify	Allows the user group to modify user attributes.
User Attributes - Delete	Allows the user group to delete user attributes.
Symbols - Create	Allows the user group to create symbols.
Symbols – Modify	Allows the user group to modify symbols.
Symbols - Delete	Allows the user group to delete symbols.
User Administration	Allows the user group to add and modify users in the Tax Provision system, via the Users.csv import file. To allow the user group to access the Users editor and add and modify users, this authorization must be set to Assign and Authorization Group must be set to All Users Note: User groups can modify only authorizations that they themselves have. This includes their own settings, and the settings of the user group they are signed in as a member of. For example, if a user does not have Longview for Excel authorization, they cannot modify that authorization in other users and user groups.
User Symbol Access	This authorization can be set to Assign only if User Administration is also set to Assign for the user group. If User Administration is set to Remove for the user group, this authorization is automatically removed, and cannot be set to Assign. Allows the user group to configure symbol access for users. Note: User groups can give symbol access only at a level that they themselves have. This access includes their own symbol access settings, and the symbol access settings of the user group they are signed in as a member of. For example, if a user has read-only access to the TENTITIES symbol with a level of 10, they can give other users, user groups, and roles only readonly access to the TENTITIES symbol, with a level of 10 or lower. For more information, see “ Preparing import files for user symbol access”.
Reset Passwords	If User Administration is set to Assign for the user group, this authorization is automatically assigned to the user group, and cannot be set to Remove. If User Administration is set to Remove for the user group, this authorization is unaffected. Allows the user group to reset passwords in the Tax Provision system, via the Users.csv import file. To allow the user group to access the Users editor and reset user passwords, this authorization must be set to Assign and Authorization Group must be set to AllUsers.
User Group Administration	Allows the user group to add and modify user groups in the Tax Provision system, via the UserGroups.csv import file and the User Groups editor. Note: User groups can modify only authorizations that they themselves have. This includes their own settings, and the settings of the user group they are signed in as a member of. For example, if a user does not have Longview for Excel authorization, they cannot modify that authorization in other users and user groups
User Group Symbol Access	This authorization can be set to Assign only if User Group Administration is also set to Assign for the user group. If User Group Administration is set to Remove for the user group, this authorization is automatically removed, and cannot be set to Assign. Allows the user group to configure symbol access for user groups. Note: User groups can give symbol access only at a level that they themselves have. This access includes their own symbol access settings, and the symbol access settings of the user group they are signed in as a member of. For example, if a user has read-only access to the TENTITIES symbol with a level of 10, they can give other users, user groups, and roles only readonly access to the TENTITIES symbol, with a level of 10 or lower. For more information, see “Preparing import files for user symbol acces
Role Symbol Access	Allows the user group to configure symbol access for symbol access roles in Longview Application Administrator. For more information on symbol access roles, see the Longview Application Administrator Guide. Note: User groups can give symbol access only at a level that they themselves have. This access includes their own symbol access settings, and the symbol access settings of the user group they are signed in as a member of. For example, if a user has read-only access to the TENTITIES symbol with a level of 10, they can give other users, user groups, and roles only readonly access to the TENTITIES symbol, with a level of 10 or lower. For more information, see “ Preparing import files for user symbol access”.

Preparing import files for deleting users

Tax Provision includes an import file to help you delete users in bulk during implementation.

To delete users via an import file, you must have User Administration authorization. If you do not have authorization that you require, contact your System Administrator.

To prepare an import file for deleting users:

Open the User_Delete.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.
Complete these fields:
Field
Description
User Name [R]
Specify the user name of an existing user to delete.
When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

Preparing import files for deleting user groups

Tax Provision includes an import file to help you delete user groups in bulk during implementation.

To delete users via an import file, you must have User Administration authorization. If you do not have authorization that you require, contact your System Administrator.

To prepare an import file for deleting user groups:

Open the UserGroup_Delete.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.
Complete these fields:
Field
Description
Group Name [R]
Specify the name of an existing user group to delete.
When you are finished, save the template as a comma-delimited (.csv) file.
Note: You can rename the file, but the file prefix must remain the same. For a list of file prefixes, see “Preparing import files for users and user groups”.
If you are ready to import the data, continue to “Importing and exporting”.

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Preparing import files for users and user groups

Understanding authentication methods

Understanding preconfigured users and user groups

Understanding preconfigured symbol access

Understanding user group profiles

Data Submitter User Group

Data Approver User Group

Report Only User Group

Preparing import files for adding and modifying users

Preparing import files for adding and modifying user groups

Preparing import files for user group assignment

Preparing import files for user symbol access

Preparing import files for user authorization

User Authorizations

Preparing import files for user attributes

Preparing import files for user group symbol access

Preparing import files for user group authorization

User Group Authorizations

Preparing import files for deleting users

Preparing import files for deleting user groups

Preparing import files for users and user groups

Understanding authentication methods

Understanding preconfigured users and user groups

Understanding preconfigured symbol access

Understanding user group profiles

Data Submitter User Group

Data Approver User Group

Report Only User Group

Preparing import files for adding and modifying users

Preparing import files for adding and modifying user groups

Preparing import files for user group assignment

Preparing import files for user symbol access

Preparing import files for user authorization

User Authorizations

Preparing import files for user attributes

Preparing import files for user group symbol access

Preparing import files for user group authorization

User Group Authorizations

Preparing import files for deleting users

Preparing import files for deleting user groups

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