Initial Technical Setup (DBA sysadmin)

Shared SQL Server Instance

Determine the internal DB User for Bizview

Grant read access for the ERP database(s)  to the internal Bizview DB user

Separate SQL Server Instances

Create new login (e.g. bvreader) in the DB instance for the  ERP database(s)

Grant read access for ERP database(s) to bvreader

Create a "Linked Server" connection to the ERP DB instance

Tasks for Bizview Integrator Consultant

Make sure that the Bizview Processing Services is running tn the Bizview server

Define reference to Bizview application database in Bizview datastore

Copy stored procedure stg.p_fin_ledgertrans_<system id> to schema custstg

Copy stored procedure stg.p_adp_tbject_values_<system id>  to schema custstg

Execute utility procedure to create a template job for ERP integration

Tasks for Bizview Application Consultant

Define client(s) in Bizview

Define Bizview objects for each client

Define ledger currency for each client

Set client access to template job

Setup data sources for the ERP database(s)

Object Integration from ERP System

Configure objects to integrate

Test object integration

Check and fix job step warnings

Check object values in Bizview

ERP Ledger Transactions to Bizview Datastore

Setup datastore (map objects to dimensions)

Map dimensions to ledger trans columns

Adjust the starting point for ledger transactions

Test: Update transactions to datastore

Check and fix job step warnings

Loading opening balances