Bizview Data Adapter Integration Checklist
Below is a check list with all the necessary steps to setup and configure the integration data flow for a Bizview data adapter:
Checklist |
Status |
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Initial Technical Setup (DBA sysadmin) |
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Shared SQL Server Instance |
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Determine the internal DB User for Bizview |
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Grant read access for the ERP database(s) to the internal Bizview DB user |
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Separate SQL Server Instances |
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Create new login (e.g. bvreader) in the DB instance for the ERP database(s) |
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Grant read access for ERP database(s) to bvreader |
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Create a "Linked Server" connection to the ERP DB instance |
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Tasks for Bizview Integrator Consultant |
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Make sure that the Bizview Processing Services is running tn the Bizview server |
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Define reference to Bizview application database in Bizview datastore |
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Copy stored procedure stg.p_fin_ledgertrans_<system id> to schema custstg |
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Copy stored procedure stg.p_adp_tbject_values_<system id> to schema custstg |
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Execute utility procedure to create a template job for ERP integration |
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Tasks for Bizview Application Consultant |
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Define client(s) in Bizview |
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Define Bizview objects for each client |
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Define ledger currency for each client |
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Set client access to template job |
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Setup data sources for the ERP database(s) |
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Object Integration from ERP System |
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Configure objects to integrate |
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Test object integration |
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Check and fix job step warnings |
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Check object values in Bizview |
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ERP Ledger Transactions to Bizview Datastore |
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Setup datastore (map objects to dimensions) |
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Map dimensions to ledger trans columns |
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Adjust the starting point for ledger transactions |
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Test: Update transactions to datastore |
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Check and fix job step warnings |
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Loading opening balances |
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Schedule the Integration job |
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