ASR Solutions

This document is a manual for managing the Inter-Tax database and Inter-Tax Automated Data Extraction Agent in the event of server changes. There are three common scenarios that might affect your routine Inter-Tax data extractions:

1. The Inter-Tax database needs to be moved away from its current location, but the Inter-Tax Agent will not be moved from its original location.
2. The Inter-Tax agent needs to be moved away from its current location, but the Inter-Tax database will not be moved from its original location.
3. Both the Inter-Tax database and Inter-Tax Agent must be moved away from the server that they are both housed on.

Scenario 1: Migrating only the Inter-Tax Database to a new server

In the first scenario, the Inter-Tax Agent will simply have to be re-configured to point to the new SQL server that the Inter-Tax database was moved to.

Scenario 2: Migration only the Inter-Tax agent to a new server

In the second scenario, the Inter-Tax Agent will have to be uninstalled from its original location, reinstalled on its new server, and reconfigured to point to the existing Inter-Tax database location.

The current version of this document covers the end-to-end process for the third scenario listed above.

Scenario 3: Migrating both an Inter-Tax Database and Agent to a new server

Should the Inter-Tax database and Agent reside on the same server, and server changes necessitate that both are migrated, the following steps will have to be followed to continue extracting data to Inter-Tax’s FTP:

1. Uninstall the Inter-Tax Agent on the server that it currently resides on
2. Migrate the existing Inter-Tax database to its new location
3. Install the Inter-Tax Agent on its new server
4. Configure the newly installed Inter-Tax Agent to point to the moved Inter-Tax database

The following sub-sections will explain these steps in greater detail.

1. Uninstalling the Inter-Tax Agent

Any time that the Inter-Tax Agent must be moved to a new server, the existing Inter-Tax Agent will have to be uninstalled. Uninstalling the Agent will disable the Windows Service that performs the data extraction to Inter-Tax’s FTP site, preventing the old installation from possibly causing complications in the future.

To uninstall the Agent, use the Add or Remove Programs feature of Windows. The Agent will be listed under the name “Inter-Tax Agent.”

2. Migrating the Inter-Tax Agent

By default, the Inter-Tax database and Agent are configured to operate with the Inter-Tax database and the TMW database sharing the same SQL server. Should server changes necessitate that the TMW database be moved, the Inter-Tax database will have to be moved along with it.

The specifics of how the database is migrated can be decided at the discretion of the Database Administrator in charge of the database migration. It is only necessary that the Inter-Tax database not be left behind. If the Inter-Tax database is not migrated, or the database and agent are not re-configured to operate on separate servers, extractions of data to the Inter-Tax FTP will fail.

3. Installing the Inter-Tax Agent

ASR Solutions provides all Inter-Tax customers with a .zip that contains the installation files for the Inter-Tax Agent (currently named “Inter-Tax Agent 3.4.2.0.zip”). This .zip contains two files:

1. Inter-Tax Setup.msi: This Windows Installer Package is the preferred method of installing the Inter-Tax Agent
2. Setup.exe: This Executable is available for use, but should only be used if the.msi fails to install properly

To begin the installation of the Inter-Tax Agent, save the folder containing the installation files to the new server which will host the Inter-Tax Agent. Once the folder is saved, open the Inter-Tax Setup.msi file to begin the installation procedure.

The Inter-Tax Agent Setup Wizard will appear. To continue with the installation, click Next.

On the Confirm Installation screen, click Next to begin the installation.

Once the installation procedure is finished, the Installation Complete screen will appear. Click Close to exit the installer and finish the installation.

4. Configuring the Inter-Tax Agent

To configure the Inter-Tax Agent, the application will have to first be opened. The configuration utility can be opened in one of two ways:

• Utilize the desktop shortcut created after the installation is finished.
  • This shortcut’s default name is “Configure Inter-Tax Agent"
• Look within the Program Files (x86) on the server that the application was installed on.
  • Its default pathway is“C:\Program Files (x86)\Inter-Tax Agent\itxCfg”

Once opened, you will be prompted to enter SQL connection information.

• Server: The name of the server that houses the TMW and Inter-Tax databases.
• Username: The username of the account that the Inter-Tax Agent will use to extract information out of TMW for upload to Inter-Tax’s FTP site.
  • To ensure that the agent will absolutely have the permissions to properly extract data, enter the System Administrator’s username.
  • If the Inter-Tax Agent is given its own SQL credentials, it must have at least the following permissions:
    • DB Owner over the Inter-Tax Database
    • Read permissions over the TMW Database
    • DB Owner over the Master Database (required only during initial Agent configuration)
• Password: The password associated with the username entered above.

Once those credentials are entered, the Inter-Tax Agent will open. From here, the Agent can be configured to use the migrated Inter-Tax database. Because all of the extraction settings are stored within the migrated Inter-Tax database, no other steps are required. To point the Agent at the proper database, execute the following steps:

1. Click the box next to “Use Existing Inter-Tax Database”
2. Using the drop-down menu, choose the Inter-Tax Database
   1. By default, this database is named “InterTax.”
   2. If no databases appear in this drop-down menu, the SQL credentials entered in the previous step were insufficient.
3. After the database is chosen, extraction information will appear at the top of the Agent. Select the extraction (named “Default” unless changed) and then click the Save Changes button.
   1. This ensures that the Windows Service that extracts information to the Inter-Tax FTP is running.

Information will now be sent to Inter-Tax’s FTP site, and the setup is complete.