ONESOURCE FBT Installation Guide - Thomson Reuters
ONESOURCE FRINGE BENEFITS TAX ONESOURCE FBT INSTALLATION GUIDE MULTI-USER INSTALLATION AND UPGRADE GUIDE 2021 Thomson Reuters ONESOURCE Support Version 2021
ONESOURCE FBT Installation Guide Getting started – flow chart: installation packages Contents ONESOURCE FBT INSTALLATION GUIDE . 1 Multi-user INSTALLATION and Upgrade guide 2021. 1 GETTING STARTED – FLOW CHART . 5 installation packages . 6 MULTI-USER INSTALLER . 7 PERFORMING AN UPGRADE? . 7 PERFORMING A NEW INSTALLATION?. 7 Don’t have an SQL Server? . 7 You can install our pre-configured SQL Server 2014 Express version . 7 See Page 7 - See “Using the Stand-alone package” for details. . 7 Before you begin . 8 Why must we backup? . 8 You will need the following . 8 Using your own SQL Server . 9 ONESOURCE FBT Stand-Alone package contains a pre-configured SQL Server 2014 Express version . 9 What type of client server deployment are you intending to use? . 10 1. Client-Server Deployment . 10 2. Terminal Server Deployment . 10 Steps to install . 11 Installing the Multi-user package . 11 Using the ONESOURCE FBT Database Manager locally . 15 Your own SQL Server? . 15 Did you use our Stand-alone pre-configured SQL Server? . 15 Using the Database Manager to access the SQL Server remotely . 17 How do I create a database on a remote SQL Server? . 17 Schematic representation . 18 Using the Database Manager to upgrade, backup and restore data . 19 How do I upgrade a database? . 19 Backup (export a copy of the database data) - local connection only . 20 How do I backup (export) a database remotely? . 20 How do I restore (import) a database? . 21 How do I encrypt a database password?. 22 ADDING THE APPLICATION ONTO EACH USER’S PC . 23 LAUNCHING THE APPLICATION FOR THE FIRST TIME . 24 Commission the application . 24 Commission the application and create the initial login details . 24 Linking to the database . 24 First-time log in . 24 Activating your software licence . 25 To Activate the Licence: . 25 APPENDIX 1 CREATING LOGIN USERS . 26 Version 2021 2
ONESOURCE FBT Installation Guide Getting started – flow chart: installation packages User login accounts . 26 To Add a User Login: . 26 Windows login (Domain account) . 28 APPENDIX 2 CONFIGURATION FILES . 29 Installation File Locations . 29 ONESOURCE Fringe Benefit Tax – Standard Installation locations . 29 APPENDIX 3 FOLDER PERMISSIONS . 30 ONESOURCE Fringe Benefits Tax Server Folder properties . 30 APPENDIX 4 MINIMUM SYSTEM REQUIREMENTS . 32 Database Management System . 32 Microsoft SQL Server . 32 System settings . 32 Date format – regional settings . 32 Deployment model . 32 Client-server . 33 Terminal Server . 34 Citrix checklist . 35 APPENDIX 5 SYSTEM COMPATIBILITY CHECKLIST . 36 Legend . 37 APPENDIX 6 SCRIPTS . 38 Example of configuration file . 42 APPENDIX 7 DATA MIGRATION FROM EARLIER RELEASES. 44 PowerTax FBT 2009 and earlier . 44 FBTSimplifier 2009 and earlier . 44 FBTSimplifier 2010 . 44 FBTSimplifier 2011 . 44 ONESOURCE Fringe Benefits Tax 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 . 44 Backup and restore . 44 APPENDIX 8 BACKING UP OR MIGRATING TO ANOTHER LOCATION . 45 Migrating from a local PC to another PC or to a Client/Server Model . 45 Migration steps . 45 APPENDIX 9 APPLICATION AND DATABASE VERSIONS . 47 APPENDIX 10 DATABASE PERMISSIONS AND FAQS . 48 Why do we need to provide db bulk admin and db creator role? . 48 Can the upgrade task be done via scripts? . 48 Is there any particular reason why we need “db owner” in addition to FBTSIMPLIFIER, DB DATAREADER and DB DATAWRITER roles?. 48 Can the database be installed and further upgraded with T-SQL scripts run by DBA? . 48 CAN WE USE NT AUTHENTICATION TO CONNECT TO THE DATABASE? . 48 Why are we seeing permission issues during roll forward of data? . 49 Version 2021 3
ONESOURCE FBT Installation Guide Getting started – flow chart: installation packages What permissions are required for standard user operations?. 49 Version 2021 4
ONESOURCE FBT Installation Guide Getting started – flow chart: installation packages GETTING STARTED – FLOW CHART I have received ONESOURCE FBT 2021 and am ready to install No, we are upgrading the 2020 version Version 2021 5
ONESOURCE FBT Installation Guide Getting started – flow chart: installation packages INSTALLATION PACKAGES There are 3 installation ‘packages’ that can be used when installing ONESOURCE Fringe Benefits Tax: 1. Stand-alone Installer (see Stand-alone Installation Guide) Suitable for users of ONESOURCE Fringe Benefits Tax who intend to prepare a return on their computer and do not share the same ‘database’. The Stand-alone installer installs a pre-configured SQL Server (2014 Express) and ‘FBTS’ database. Please read the separate Stand-alone Installation Guide for details 2. Multi-user Installer (page 9) Suitable for upgrading or installing the latest version Use this package to roll out separate components where there is a need to share the same ‘database’. The installer contains a database creation/upgrade tool, the FBT application and prerequisite Windows components. This package does not contain an SQL Server. 3. Minimal Installer - accessible only via our secure web download site This is the same as the “Multi-user Installer” but doesn’t contain any of the pre-requisite Windows components. Therefore you will need to ensure that these prerequisites are in place before using this installer. This installer is provided for organisations who want to control which Windows components are added for SOE purposes. 4. Using a script to create the database or upgrade (page 38) A database script that can be sourced though Thomson Reuters Support for creating the initial database(s) or upgrading existing databases. Note: The script is not included on the DVD or on the secure download web-site and must be requested. 5. License (page 25) The software can be installed without entering the licence but the license will need to be activated within 7 days of installation. The activation is via a licence file and is provided as a zipped email attachment. Thomson Reuters Support sends the licence to the ‘registered user’ based on the registration completed at the time of ordering the software. If you haven’t yet received a licence, contact your Thomson Reuters business development manager or ANZ Support SupportANZ@thomsonreuters.com. Version 2021 6
ONESOURCE FBT Installation Guide Multi-user Installer: installation packages MULTI-USER INSTALLER The installation will determine if certain Windows components need to be pre-installed to complete the installation. Windows components that may be installed by the package are: Windows Install Redistribute or Windows Installer 4.5 .NET Framework version 4.5 Warning For Windows Server 2008 R2 you must preinstall .NET Framework before running the installation. PERFORMING AN UPGRADE? Read the section on page 19 which explains what options you have to upgrade your existing database(s). Note: You can leave the pre-existing (older) version of ONESOURCE Fringe Benefits Tax on the user’s PC but once you upgrade the database this older version will no longer be able to access the updated data. The older version will have database connection details that may be useful in locating the remote server. PERFORMING A NEW INSTALLATION? What type of client-server deployment are you intending to use? Page 10 - Client-server or Terminal server overview Is your SQL Server compatible? Page 32 - Minimum system requirements Don’t have an SQL Server? You can install our pre-configured SQL Server 2014 Express version See Page 9 - See “Using the Stand-alone package” for details. NOTE: SQL Server Express versions do not allow concurrent use of a database. More than one person can access the database, but only one person at a time can be working on adding, editing or importing data. Version 2021 7
ONESOURCE FBT Installation Guide Performing a new installation?: Before you begin BEFORE YOU BEGIN If you are installing as an upgrade to last year’s version of the program you MUST perform a backup of the data BEFORE proceeding. Why must we backup? There are various ways to safeguard the data: 1. The preferred method is to use the ONESOURCE FBT Database Manager backup feature, see Using the Database Manager to upgrade, backup and restore data page 19, or The database created and used in the 2020 FBT period needs to be updated for the 2021 FBT period rule changes and new rates. Because this necessitates an upgrade to the database you must protect yourself from unexpected data loss by backing up before installing the 2021 version. 2. Use your SQL Server management tools, or 3. Use the ONESOURCE Fringe Benefits tax “Entity Migration” tool to export the Reporting Entity(ies) as .FPP files. You will need the following 1. The minimum system requirements see Appendix 4 (page 32) 2. Your system is compatible with the program. 3. The installation package – either on the DVD or the relevant installer package downloaded from the Thomson Reuters secure web site 4. Administrator privileges to install a program and database access permissions to connect to the SQL Server If you can’t install programs on your computer you will need to have your IT Desktop Support person run the installation for you. You can use the ONESOURCE FBT Database Manager to remotely create your database – seepage 14 for details. Alternatively a database script is available if required – see the Error! Reference source not found. for details. Warning 5. A Microsoft SQL Server is required to store the FBT data. Don’t have an SQL Server? You can download and install Microsoft SQL Server 2008 R2 SP2 Express, Microsoft SQL Server 2012 Express or Microsoft SQL Server 2014 Express versions from Microsoft. Microsoft describes the Express version as “a powerful and reliable free data management system that delivers a rich and reliable data store for lightweight Web Sites and desktop applications.”, or Alternatively, you can use the ‘Stand-alone Installer’ to add the pre-packaged and configured Microsoft SQL Server 2014 Express to a PC you nominate to act as the SQL database server (see next page) For multi-user installation you must arrange with your IT and DBA/Server support staff to assist with this installation. It should not be attempted without adequate IT support. Version 2021 8
ONESOURCE FBT Installation Guide Performing a new installation?: ONESOURCE FBT Stand-Alone package contains a pre-configured SQL Server 2014 Express version Using your own SQL Server Make sure your SQL Server meets the minimum specifications on page 32 before continuing. Don’t have an SQL Server? See below. ONESOURCE FBT STAND-ALONE PACKAGE CONTAINS A PRE-CONFIGURED SQL SERVER 2014 EXPRESS VERSION If you don’t have an SQL Server, you can use the ‘Stand-alone installation’ to install SQL Server 2014 Express already configured with a blank ‘FBTS’ database. Please note that the Express version does not permit concurrent access to the database. 1. When you launch the Stand-alone installer it will check for the existence of an appropriate SQL Server. 2. Click OK and SQL Server 2014 Express will be installed. (Takes about 15-20 minutes) 3. When the Setup page opens click ‘Next’ – this will install ONESOURCE Fringe Benefits Tax, ONESOURCE FBT Database Manager application and the FBTS database. 7. The server configuration/connection file is located in the FileStore folder and can be relocated to a ‘share drive’ if required. 4. There is an initial pause while the FBTS database is created, so please be patient. 5. Once the install completes the database and database configuration/connection files will be created. 6. The installer creates an “FBTS” database files will be located, as below, in the ProgramData folder. 8. You will use the Multi-user installation package for the rest of the set up. Things to note, the Stand-alone package may also install .Net framework 4.5 plus other Windows components as well as the ONESOURCE applications; you may choose to uninstall the ONESOURCE applications (ONESOURCE Fringe Benefits Tax and ONESOURCE FBT Database Manager) after completing the installation and setup. We would nevertheless recommend that you retain the ‘ONESOURCE FBT Database Manager’ as you can use this application to create backups of the FBTS database. See ‘Using the Database Manager to upgrade, backup and restore data’ page 19. Version 2021 9
ONESOURCE FBT Installation Guide Performing a new installation?: What type of client server deployment are you intending to use? WHAT TYPE OF CLIENT SERVER DEPLOYMENT ARE YOU INTENDING TO USE? 1. Client-Server Deployment Client notebook or desktop computer ONESOURCE Fringe Benefit Tax Application Client notebook or desktop computer SQL Server Windows Server ONESOURCE Fringe Benefit Tax Application SQL Server “FBTS” Database LAN/WAN The ONESOURCE Fringe Benefits Tax application is installed on each user’s PC. The data is held centrally on an SQL Server. 2. Terminal Server Deployment Terminal Server(s) “Farm” Windows Server SQL and File Server ONESOURCE Fringe Benefit Tax Application SQL Server “FBTS" Database Windows Server Client notebook and desktop computers Server Working Files LAN/WAN The ONESOURCE Fringe Benefits Tax application is installed on the Terminal Server and the data is held centrally on an SQL Server. Users access the application and data via their Terminal Server. See the appendices on Folder permissions (page 30), Minimum system requirements (page 32) and Remote installation of database and configuration. Version 2021 10
ONESOURCE FBT Installation Guide Performing a new installation?: Steps to install STEPS TO INSTALL Installing the Multi-user package 1. Launch the Multi-user installer Depending on whether you are using the DVD or your downloaded file, either click the Setup link on the DVD’s browser page or double click the ONESOURCEFBT ClientServer.exe file you downloaded. The installer will perform a system check and will install components as necessary. 2. Windows components may need to be installed If the installer determines that you do not have at least .NET version 4.5 available then this will be installed. Installing .NET Framework may take 10 to 15 minutes to complete depending on your PC Accept the licence terms Installation commences Note a reboot may be required. The installer should recommence without you needing to do anything, but if it doesn’t just double click the ONESOURCEFBT ClientServer.exe file again. Once any Windows components have been installed the installation will continue. Note: although the setup mentions a “Download” the files are already available, and no download is required. Version 2021 11
ONESOURCE FBT Installation Guide Performing a new installation?: Steps to install 3. ONESOURCE Fringe Benefits Tax setup Click Next The Custom setup has two components to install There are 2 components that may need to be installed: 1. The ONESOURCE FBT Database Manager can be installed on a PC with network access to your SQL Server or installed directly on your database server. The database manager can be used to create the database and connection script. 2. Alternatively, you can create the database via an SQL script; see the Appendix for details. The ONESOURCE Fringe Benefits Tax application on the user’s PC If you are placing both components on the same PC click Next. Otherwise you will install each component separately. Did you get this message? Error code 2869 may mean that the version of .NET Framework on your PC is either an earlier version or a simple ‘Client profile’ version. Neither of these is adequate for use with ONESOURCE Fringe Benefits Tax. To resolve this error uninstall the.NET Framework via the Control Panel Programs and Features and choose the incompatible version of .NET Framework Rerun the installer package to install the minimum .NET version required (Framework 4.5 Client and Extended). Version 2021 12
ONESOURCE FBT Installation Guide Performing a new installation?: Steps to install 4. Adding the Database Manager The ONESOURCE FBT Database Manager should be installed if you intend to use this tool to: facilitate the creation of the initial database, to create backups, or to run upgrades on the database. ONESOURCE FBT Database Manager can be: Locally installed on the server The following instructions relate to using ONESOURCE FBT Database Manager on the same PC as the SQL Server. When installed locally to the SQL Server both backup and restore are available options. Installed Remotely to the server If you have installed ONESOURCE FBT Database Manager on a PC and are connecting to a remote SQL Server, then see “Using the Database Manager to access the SQL Server” on page 16. When installed remotely to the SQL Server backup and restore are not available options. Installing the ONESOURCE FBT Database Manager Select to install the ONESOURCE FBT Database Manager feature only Once installed you will use ONESOURCE FBT Database Manager to create the initial ‘FBTS’ Database 1 or upgrade an existing FBTS database. 1 “FBTS” is the standard name of the ONESOURCE Fringe Benefits Tax database. The name is shown in inverted commas as the name may be different if your DBA creates a database with a different name. We recommend that you use the standard “FBTS” name to facilitate on-going support and upgrades. Version 2021 13
ONESOURCE FBT Installation Guide Performing a new installation?: Steps to install 5. Using ONESOURCE FBT Database Manager to create the initial ‘FBTS’ database 1. Launch ONESOURCE FBT Database Manager. TIP: You should launch the ONESOURCE FBT Database Manager by using the SHIFT Right-click option and select “Run as administrator”. 2. Create the database (see the following pages for options) Version 2021 14
ONESOURCE FBT Installation Guide Performing a new installation?: Using the ONESOURCE FBT Database Manager locally USING THE ONESOURCE FBT DATABASE MANAGER LOCALLY The following pages refer to using the Database Manager local to the SQL Server (i.e. on the same PC). Your own SQL Server? If you have installed the FBT Database manager on the PC hosting your SQL Server, connect to the selected local SQL Server as below. 1. Select ‘Advanced Users’ 2. Select the SQL Server from the drop-down or type the SQL Server name and instance. 3. Enter the SQL authentication details or use Windows authentication 4. Connect to Server 5. Connection details (local) Local connection to your own SQL Server. Did you use our Stand-alone pre-configured SQL Server? If you have installed the SQL Server 2014 Express version that comes with the Stand-alone installer package then you connect to the database as below. 1. Select ‘FBT Express’ 2. Connect to Server 5. Connection details (local) Local connection to your SQL Server Express Version 2021 15
ONESOURCE FBT Installation Guide Performing a new installation?: Using the ONESOURCE FBT Database Manager locally Create an FBTS database locally Are you using your own SQL Server? Use the Database Manager to create your initial database following these steps. 1 Select Create a new ‘blank’ FBTS database 2 The name “FBTS” is recommended 3 Leave this setting as “Private” 4 You can use an encrypted or ‘clear text’ password for connection 7 Create the database 5 Enter your preferred location for storing the data base. NOTE: These paths are always local to the SQL Server 6 Enter the location for the server connection file and ensure this folder is shared Creating the database The SQL Data and Log paths and the Configuration file folder must already exist and must have appropriate read/write permissions; the Database Manager will not create these folders nor set permissions. Are you using the provided SQL Server 2014 Express? If you used our Stand-alone package to add the SQL Server, then the database will already have been created and ready to use. In this case the database folders are created and sharing permissions are set. The Database is already created and ready to use FBTS database is created as part of the Stand-alone installation Version 2021 16
ONESOURCE FBT Installation Guide Performing a new installation?: Using the Database Manage
ONESOURCE FBT INSTALLATION GUIDE MULTI-USER INSTALLATION AND UPGRADE GUIDE 2021 Thomson Reuters ONESOURCE Support . ONESOURCE FBT Installation Guide Getting started - flow chart: installation packages . Version 2021 2 . Tax ONESOURCE . installation, .
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date for the 2021-22 FBT balancing payment is now aligned with the FBT return lodgment date of 25 June 2022 (as this day falls on a weekend, the due date for the 2022 year will be 27 June 2022 which is the next business day)for employers using tax agents who lodge FBT returns electronically. For non-agent lodged returns, the due date is 23 May .
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