Installing Longview Tax Analytics

Note: To install Longview Tax Analytics, the Longview Analytics Server must first be installed. For more information, see the Longview Analytics Install Guide.pdf. This guide can be located at http://community.arcplan.com.

Installing Longview Tax Analytics involves the following steps:

1. Installing the Longview Tax Analytics files
2. Updating the Longview Tax connection file
3. Publishing the Longview Tax application
4. Setting up permissions for the Longview Tax application
5. Setting the default homepage

Installing the Longview Tax Analytics files

To install Longview Analytics:

1. Navigate to the applications folder for Analytics, for example:

   C:\Users\Public\Documents\Longview\10\Analytics\Applications\Solutions.

2. Create a folder named Longview Tax, if it does not exist.
3. Extract the Longview Tax Anlaytics-24.4.zip, obtained in Required Installation Files, to the Longview Tax folder. For example,

   C:\Users\Public\Documents\Longview\10\Analytics\Applications\Solutions\Longview Tax

Updating the Longview Tax connection file

You must update the Longview Tax connection file (LongviewTax.apc) to connect to your Longview Data Server.

To update the Longview Tax connection file:

1. From the solutions folder used in the Installing the Longview Tax Analytics files section, open the file LongviewTax.apc in a text editor from within the Longview Tax folder.
2. Modify the following connection parameters:
   • DSN=(IPAddress)
   • SERVERPORT (Listener Port)
   • DATASERVER (LVID)
   • UID – A Longview UserID

Note:

• If you are using both Longview and Windows authentication, an additional parameter must be added: LogonType=4371.
• The LongviewTax.apc file may be write-protected. Make sure the file is not read-only.

Caution: Do not change the order of the parameters in the LongviewTax.apc file.

Publishing the Longview Tax application

To publish the Longview Tax application:

1. From the start menu, select Longview Analytics > Longview Analytics Administration Console. The Longview Analytics Administration Console opens.
2. Go to Server à Connect...
3. The Longview Analytics Server Connection dialog appears. Click OK.
4. The Login dialog appears. Click OK.
5. On the left side, click Server Objects.
6. On the right side, right-click on Applications and select Install new application.

   

7. The Install Application dialog appears. For application file, click Browse...
8. From the solutions folder used in the Installing the Longview Tax Analytics files section, select the file application.apa from within the Longview Tax folder.
9. Leave all other items at default. Ensure the Import database content check box is selected.

   

10. Click Install.
11. An information dialog appears confirming that the installation has been successful. Click OK.

You should now see the Longview Tax application listed under the Applications folder in the Analytics Administration Console.

Setting up permissions for the Longview Tax application

Application specific settings must be set within Analytics Administrator, which is available via a web browser.

Setting up permissions for the Longview Tax application involves the following steps:

1. Accessing Analytics Administration App
2. Updating Administration permissions
3. Updating Longview Tax application permissions
4. Updating Longview Tax navigation permissions

Accessing Analytics Administration App

To access Analytics Administrator:

1. Start a Web Browser
2. Go to http:/<Server>/Longview/10/Analytics/home/#startPage
3. Click on the My Analytics Applications tile.
4. Click on the Administration application tile.

Updating Administration permissions

From Analytics Administrator:

1. Select Applications from the Navigation Pane.
2. Click the Administration tile.
3. Under Authentication type, select Windows and Analytics authentication with login dialog if necessary.

Note:

• This step is required for a Longview authenticated user to be able to access the Analytics Administrator component from the Longview home page.
• For a Longview authenticated user to be able to access the Analytics Administrator component, they must be a part of the Global Admin role.

Updating Longview Tax application permissions

From Analytics Administrator:

1. Select Applications from the Navigation Pane.
2. Click the Longview Tax tile.
3. Under Authentication type, select Database Authentication and set the Name for the connection file to LongviewTax.
4. Select Available in Longview Analytics Engage.
5. Select Automatically activate newly registered users.
6. Select Default role for newly registered users and set the default role to Consumer.
7. Click the add icon under Roles and add the role Consumer (leave permissions of the role to only have the open permission enabled).
8. Click the add icon under Languages of the Selected application and select English.

Updating the Longview Tax Navigation Permissions

From Analytics Administrator:

1. Select Navigation Per Role from the Navigation Pane.
2. Click the Longview Tax tile.
3. For Selected Role, select Consumer.
4. Ensure the appropriate items are selected for the Navigation Pane depending on the components you have licensed:
   • Home
   • Task Management
   • Tax Analytics
   • Global Transparency
5. Click Save.

Setting the default homepage

Perform the following steps to default the Longview Analytics homepage to the Longview Tax application:

1. Edit the web.config folder in the following in your web directory. For example, C:\inetpub\wwwroot\Longview\10\Analytics\home

   Note: Ensure that you are in the correct folder, there are two web.config files. This file might be write-protected – make sure file is not read-only.

2. Search for the DefaultPage tag. Make the following edits to the DefaultPage and HomePage tags: Set AnalyticsClient to Longview Tax:

   <add key="DefaultPage" value="AnalyticsClient:Longview Tax" />

   <add key="HomePage" value="AnalyticsClient:Longview Tax" />

Snippet of web.config

Note: Ensure you remove the comment tags (<!-- … -->) before and after these lines to enable them.