Reporting Setup
This section describes the workflow for setting up statutory reports.
|
Note: For more information about installing, setting up and using Maconomy Business Performance Management (BPM) Reporting, refer to the
BPM Admin Guide.
|
To use the BPM and statutory reports, you must first set them up using the instructions below.
Beginning with 2.4.3, you must set up the Maconomy system parameters and coupling service to run all statutory reports.
Workflow for Setup
| 1 | Set System Parameters |
| 2 | Set Data Export Path and Server Timeout |
| 3 | Configure Background Task |
| 4 | Trusted Authentication Setup |
| 5 | Restart Programs |
| 6 | Follow Country-Specific Instructions |
Update System Parameters
BPM reports and data exports require a connection to an SAP BusinessObjects Server with the BPM package installed. This connection is managed through system parameters that allow Maconomy to communicate with BusinessObjects using universes. Universes are essential for running Web Intelligence (WebI) reports, BPM reports, and data exports, which are implemented as Java extensions in Maconomy.
To set up system parameters for BPM Reporting:
- Go to the Setup » System Setup » System Parameters.
- Locate the BPM system parameters. They have 'BPM' in the Description text, as follows:
- BPM Server REST API URL
- BPM Server URL
- Select each parameter and update the server URL fields with the appropriate value. For example:
https://Servername:Port (or http://Servername:Port)
Note: Deltek recommends that you use https:// for a more secure connection. - Save both parameters.
- Restart the Coupling Service to apply the changes.
Set Data Export Path and Server Timeout
- In the Maconomy installation folder, go to the designated Coupling Service configuration folder in relation to the Maconomy shortname. For example:
C:\Maconomy\<Maconomy Install DIR>\CouplingService\Configuration\Settings
- Select and open the Extension.ini file.
- Locate server.timeout and change the value from 600 (default for 10 minutes) to 2400 (40 minutes).
- Locate filepath.<file-path-id> = <file path>. This will serve as a template to the BPM export path.
- Create a new uncommented line following the template above and with the file path ID as
bpmexportpath. For example:
filepath.bpmexportpath.<Shortname of Maconomy installation>=C:\BPMSTATFOLDER
- Make sure that system.maintenance is set to false.
- Save the file.
- Restart the coupling service.
For Maconomy versions 2.4.5, 2.5, and 2.5.1, you may encounter an error ("The system cannot find the path specified.") while trying to generate a report. The background task does not create the BPMSTATFOLDER folder automatically.
To manually create the export folder:
- On the system where the coupling server is hosted, locate the Maconomy folder.
For example on a Windows system, go to C:\Maconomy.
- Create the folder
BPMSTATFOLDER.
Stick to upper case or lower case for the folder name to make sure it runs properly across operating systems.
Configure Background Task
The statutory reports run as background tasks to extract huge amounts of data without compromising simultaneous entry. Background Tasks are enabled by default. Set the task duration as described below.
To set the Task Duration:
- Go to Setup » Background Tasks » Management » System Defaults.
- In Default Max. Task Duration, enter 40 minutes.
Trusted Authentication Setup
The steps in this section are necessary to allow Trusted Authentication in REST API to run the statutory reports.
To configure Trusted Authentication for statutory reports:
- On the BO server, log in to the Central Management Console (CMC) with administrative rights.
- Go to Servers area of the CMC Client and open the properties for the Web Application Server.
- In the Command Line Parameters textbox, look for the parameter -Dbobj.trustedauth.home.
- Note down its corresponding value. For example:
"-Dbobj.trustedauth.home=C:/Program Files (x86)/SAP BusinessObjects/SAP BusinessObjects Enterprise XI 4.0/java/pjs/container/bin"
- Go to the Authentication Management area of the CMC Client. On the Enterprise tab, scroll down to the Trusted Authentication section.
- Under Trusted Authentication:
- Click Trusted Authentication is enabled.
- Click New Shared Secret.
- Enter the number of days for the Shared Secret Validation Period and timeout for the Trusted Authentication request.
- Click Update to save the settings.
- Reopen the Enterprise tab.
- Click
Download Shared Secret.
The File Download dialog box displays.
- Click
Save and copy the file,
TrustedPrincipal.conf to the following folder:
<INSTALLDIR>\SAP BusinessObjects Enterprise XI 4.0\win32_x86\ <INSTALLDIR>\SAP BusinessObjects Enterprise XI 4.0\win64_x64\
This is Trusted Authentication Home folder as mentioned in Step 3, for example:
C:/Program Files (x86)/SAP BusinessObjects/SAP BusinessObjects Enterprise XI 4.0/java/pjs/container/bin
- Restart the Server Intelligence Agent (SIA).
After this is completed, you must enable Trusted Authentication on the Coupling Service.
Follow these steps:
- Update the OSGi settings in MConfig.
- Select the Trusted Authentication check box.
- Copy the value of the shared secret in TrustedPrincipal.conf to the Password from the preceding list.
Restart Programs
After the Trusted Authentication setup, you must restart the following programs:
- Tomcat
- Server Intelligence Agent (SIA)
Follow Country-Specific Instructions
- Click Ctrl + F to search for the country.
- Follow the country-specific setup instructions as needed.