Installing Solution Components
Depending on your system type and additional add-on products purchased, the following solution components can be installed:
| Solution | Description |
|---|---|
Solutions Framework | Provides database structures, tools, and templates. Required for all solution component installs or upgrades. Note: Solutions Framework is deployed as part of “Installing Longview Servers” |
Longview Tax Provision | Provides database structures and settings, editors, and calculation logic for Longview Tax Provision. |
Longview Task Management | Provides database structures and settings, editors, and calculation logic for Longview Task Management. |
Longview Global Transparency | Provides structures, editors, and calculation logic for Longview Global Transparency. |
Longview Multi-Regional Provision | Provides database structures and settings, editors, and calculation logic for Longview Multi-Regional Provision. |
Longview Tax Planning | Provides structures, editors, and calculation logic for Longview Tax Planning. |
Longview Close and Plan | Provides structures, editors, and calculation logic for Longview Close and Plan. |
Longview Transfer Pricing | Provides structures, editors, and calculation logic for Longview Transfer Pricing. |
Longview Pillar Two | Provides structures, editors, and calculation logic for Longview Pillar Two |
Note: Global Transparency and Tax Planning currently require Tax Provision or Multi-Regional Provision to be installed. A Tax Provision system can be upgraded to use the Multi-Regional Provision product. Pillar Two, Task Management and Transfer Pricing may be installed without the Tax Provision or Multi-Regional Provision base.
Installing or upgrading solution components requires the following steps:
- Installing the solution component files
- Updating your connection file
- Updating your Initialization file
- Finalizing the Install or Upgrade
Note: The steps below are the same whether you are performing an upgrade or an install of Longview Solution components. If you are performing an upgrade, please note that many files and folders are overwritten during the upgrade process. Please confirm that a copy was made as part of the upgrading Longview Servers step Backing up Longview files to preserve any custom modifications.
Installing the solution component files
- Depending on your system type, extract the solution component files obtained in Required Installation Files to the Server machine Data Server working directory.
Solution Component file Longview Tax Provision
Longview Tax Provision-23.4.zip
Longview Task Management
Longview Tax Task Management-23.4.zip
Longview Global Transparency
Longview Tax Global Transparency-23.4.zip
Longview Multi-Regional Provision
Longview Tax Multi-Regional Provision-23.4.zip
Longview Close and Plan
Longview Close and Plan-23.4.zip
Longview Transfer Pricing
Longview Transfer Pricing-23.4.zip
Longview Pillar Two
Longview Pillar Two-23.4.zip
- Start your Longview Server if it is not currently running.
Updating your connection file
Longview provides a connection file allows the install process to connect to your Longview system. Before your database is ready for use, you must update your connection file.
- In Windows Explorer, navigate to the server machine Data Server working directory and open the “
lvaf\Install” folder. - Rename the file Connection_Template.cfg to Connection.cfg.
- Right-click the Connection.cfg file and open it with your preferred text editor.
- Make the following changes:
Replace all instances of... with… <Longview Server working directory>
Your server machine Data Server working directory path as set by the WORK_DIRECTORY parameter in the lvsrvr.cfg file. For example, E:\Longview\DataServers\LongviewDEV.
<Longview Identifier>
The Longview Identifier as set in the SERVER_NAME parameter in the lvsrvr.cfg file. For example, LongviewDEV.
<Listener Port>
The client port number of the Longview Server as set in the LISTENER_PORT parameter in the lvsrvr.cfg file. For example, 28000.
<Administration Port>
The administrator port number of the Longview Server as set during install. You can find this in the installservice.bat file located in the Data Server working directory. For example, 27999.
<Admin User>
The username for the system administrative user. This should be set to puser for initial install.
<Admin Password>
The password for the system administrative user. This should be set to Puser1 for initial install.
Administrators
For a new install there is no need to change this value. For an upgrade the group to use needs to be verified and the value updated accordingly.
- Save the file.
Updating your Initialization file
Longview provides an initialization file that allows you to set up initial parameters to determine how the Longview application will be installed.
Before your database is ready for use, you must update your initialization file. You only need to update the initialization properties that pertain to your system type
- Rename the file Initialization_Template.cfg to Initialization.cfg.
- Right-click the Initialization.cfg file and open it with your preferred text editor.
- Update the following properties as required:
Debug Settings
Statement Options Set VARIABLE DEBUG_Mode = 0
Set VARIABLE DEBUG_HistoryDetail = 0
To allow for a detailed history output of the installation:
Set VARIABLE DEBUG_Mode = 1
Set VARIABLE DEBUG_HistoryDetail = 1
Note: This is not recommended unless you are encountering issues with the installation process.
All Installations
Change
to…
Set PROPERTY INSTALL.TB
One of the following options: - SUMMARY
- IFRS
This will determine if just summary level trial balance accounts are added during install, or if the install will also add the IFRS trial balance account structure.
Set PROPERTY INSTALL.PlatformSupport = 0
Do not modify
Longview Close and Plan
Change
to…
Set PROPERTY INSTALL.Close.CF
Options are SUMMARY or IFRS
Set PROPERTY INSTALL.Close.QTD
Set to 0 to exclude quarter to date hierarchy
Set PROPERTY INSTALL.Close.T12 = 1
Set to 0 to exclude trailing 12 months hierarchy
Set PROPERTY INSTALL.Close.FiscalYearStartMonth
Set the starting month for the fiscal year. Options are one of the following month abbreviations:
- Jan
- Feb
- Mar
- Apr
- May
- Jun
- Jul
- Aug
- Sep
- Oct
- Nov
- Dec
Longview Tax, Longview Transfer Pricing
, and Pillar Two Change
to…
Set PROPERTY INSTALL.Tax.Standard = "ASC"
Set PROPERTY INSTALL.Tax.Standard = "IAS", if your tax accounting standard is IAS
Set PROPERTY INSTALL.Tax.PeriodList = "2016|2017|2018"
To match the initial years, you wish to create in the system.
Set PROPERTY INSTALL.Tax.NumPeriods = 12
Set VARIABLE INSTALL.Tax.NumPeriods = 4, for quarterly provision, or
Set VARIABLE INSTALL.Tax.NumPeriods = 1 for yearly provision.
Set PROPERTY INSTALL.Tax.CurrentPeriod = 1
To the match the current period you wish to start at in the system.
Set PROPERTY INSTALL.Tax.RolloverYearStart = 1
To match the period number that marks the start of the calendar year, if your fiscal year is not the calendar year.
Optionally change the following for Longview Tax:
Statement
Options
Set PROPERTY INSTALL.Tax.ProvideMthstoBI = "<TRUE / FALSE>"
- FALSE – to hide months from Tax Analytics Reports
- TRUE – to display months in Tax Analytics reports
Set VARIABLE PROPERTY INSTALL.Tax.ProvideQtrstoBI = "<TRUE / FALSE>"
- FALSE – to hide quarters from Tax Analytics Reports
- TRUE – to display quarters in Tax Analytics reports
Set VARIABLE PROPERTY INSTALL.Tax.ProvideYrstoBI = "<TRUE / FALSE>"
- FALSE – to hide years from Tax Analytics Reports
- TRUE – to display years in Tax Analytics reports
- Save the file.
- Double-click on StartInstall.bat to start the process.
- The servers will be started if they are not running
- Press a key
- The installation process starts
- Messages are output to the command prompt window and written to the log file
- The installation ends with a successful message. If an error occurs the process will stop and report an error
- Review the output in “lvaf\Install\logs”. Log files generated are stored in a sub-folder with the date and time the installation was executed.
Finalizing the Install or Upgrade
After all components have been installed or upgraded you can verify the version information of your upgraded components. You can use the About dialog in Longview to verify the versions for the components you installed or upgraded during the installation process.
- Launch the Longview Client
- Click About. The About Longview dialog opens.
- Verify that all the components you have purchased are installed and have the correct version number.
For Longview Tax and Longview Transfer Pricing
- Sign on to the tax analytics home page as the tax administrator.
- Launch Longview Tax.
- If the system is still using the default ID and password for the tax administrator click User and click Change Password.
- Complete these fields and click OK:
Parameter Value Old Password
Type your original password.
New Password
Type a new password for the user that complies with your company’s security policies.
Confirm Password
Type the new password again