Inbound Data Integration Overview
Inbound Data Integration Overview
This section details how to get information into Bizview. For example, how to integrate Bizview with different ERP Systems.
This section contains the following topics:
Bizview Adapters
Whitepaper Bizview Data Integration Application Database
Bizview Integration Interfaces (inbound)
Bizview Adapters
Bizview Adapters
The Bizview data adapters are template adapters that has been developed based on the Bizview Systems general experience and knowledge of integrating Bizview with different ERP Systems. Depending on the version, the usage, settings, or customization of the ERP System, these adapters may or may not work without modifications. Start by reading the instruction Implementing Bizvi...
Implementing Bizview Data Adapters
Implementing Bizview Data Adapters
This section contains the following topics:
Bizview Data Adapters Overview
Initial Technical Setup
Object Integration from ERP System
ERP Ledger Transactions to Bizview Datastore
Scheduling the Integration Job
Customising the Data Integration Adapter
Loading Opening Balances into the Datastore
Bizview Data Adapter Integration Checklist
Bizview Data Adapters Overview
Bizview Data Adapters Overview
The Bizview data adapters are template adapters that have been developed based on the Bizview Systems general experience and knowledge of integrating Bizview with different ERP Systems.
NCG may also, but is not obligated to, provide you with updates, bug fixes, or enhancements to the adapter and these updates will overwrite any previous version of the standard a...
Initial Technical Setup
Initial Technical Setup
This section contains the following topics:
Tasks for the Database Administrator
Shared SQL Server Instance for Bizview & ERP System
Separate SQL Server Instances
Tasks for Bizview Integrator Consultant
Tasks for the Bizview Consultants
Tasks for the Database Administrator
Tasks for the Database Administrator
The objective of the tasks performed by the Database Administrator (DBA) is to make it possible for Bizview to extract and retrieve data from the ERP system database(s).
There are two different scenarios, and depending on the scenario, the database administrator tasks are somewhat different.
The first scenario is when the ERP database(s) and the Bizview da...
Shared SQL Server Instance for Bizview & ERP System
Shared SQL Server Instance for Bizview & ERP System
Related InformationSeparate SQL Server instances
This topic describes the process for setting up a shared SQL server instance for Bizview and an ERP system.
This topic contains the following sections:
Determine the Internal DB User for Bizview
Grant Read Access for the ERP Database(s) to the Internal DB User
Determine the Internal DB Us...
Separate SQL Server Instances
Separate SQL Server Instances
Related InformationShared SQL Server instance for Bizview & ERP system
When the database(s) for the ERP system and Bizview is installed in different SQL Server instances, there are a few more tasks needed to enable data integration from the ERP system database to the Bizview database.
This topic contains the following sections:
Create a New Login in the DB Ins...
Tasks for Bizview Integrator Consultant
Tasks for Bizview Integrator Consultant
This topic provides a list of tasks to complete when using Bizview Integrator Consultant.
This topic contains the following sections:
Ensure Bizview Processing Services is Running on the Bizview Server
Define Reference to the Bizview Application Database
Copy Stored Procedure stg.p_adp_fin_ledgertras_<systemid> to schema custstg
Copy Stored Procedure s...
Tasks for the Bizview Consultants
Tasks for the Bizview Consultants
This topic provides a list of tasks to complete when using Bizview Consultant. These tasks are performed within the Bizview application.
This topic contains the following sections:
Define Client(s) in BizVew
Define Bizview Objects for Each Client
Define Ledger Currency for Each Client
Set Client Access to Template Job
Set Up Data Sources for the ERP Database...
Object Integration from ERP System
Object Integration from ERP System
This topic describes the process for enabling object integration from the ERP system to Bizview.
This topic contains the following sections:
Configure Objects to Integration
Test Object Integration
Check for Errors in Object Integration
Configure Objects to Integrate
Navigate to Client Setup > Objects > OBJECT SETUP > Datastore Dimensions & Measures.
For...
ERP Ledger Transactions to Bizview Datastore
ERP Ledger Transactions to Bizview Datastore
This topic describes the process for enabling integration of ledger transactions from the ERP system to Bizview Datastore database.
This topic contains the following sections:
Map Dimensions to Ledger Transaction Columns
Adjust the Starting Point for Ledger Transactions
Test: Update Transactions to Datastore
Map Dimensions to Ledger Transaction ...
Scheduling the Integration Job
Scheduling the Integration Job
Normally, you would want to schedule the integration job so that a full reload from the ERP system is processed at predefined intervals (each job).
Access this setting by following the path: System Administration > Processing Services > JOB OPTIONS > Job Schedules.
Specify the scheduling parameters:
Next step:Customising the Data Integration Adapter
Customising the Data Integration Adapter
Customising the Data Integration Adapter
The adapter may be customized in various ways, and for various reasons. Maybe you want to clean, adjust, or convert data that was loaded into the staging table(s). Or, you want to get data from the ERP system that the standard procedure does not provide.
One customizing option you have is to alter/add some logic in the standard procedures that you have...
Loading Opening Balances into Datastore
Loading Opening Balances into Datastore
This topic describes the process for opening balances into a Bizview datastore.
This topic contains the following sections:
Opening Balances in ERP Systems
Loading Opening Balances into <ds>
Opening Balances in ERP Systems
ERP systems handle opening balances differently. Primarily there are two common scenarios:
Pre-calculated opening balances: The ...
Bizview Data Adapter Integration Checklist
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
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
S...
Bizview Visma Business Adapter
Bizview Visma Business Adapter
This section contains the following topics:
Bizview Visma Business Adapter Overview
Bizview Visma Business Adapter Details
Setting Up Integration with Visma Dokumentsenter
Bizview Visma Business Adapter Overview
Bizview Visma Business Adapter Overview
This topic contains the following sections:
Version History for Bizview Visma Business Adapter
Prerequisites
Adapter Content
Version History for Bizview Visma Business Adapter
Version
Date
Comment
1.0
2014-04-08
First version of Bizview Visma Adapter.
1.1
2014-04-24
Added opening balances loading procedure.
1.2
2014-05-05
Added integration ...
Bizview Visma Business Adapter Details
Bizview Visma Business Adapter Details
This topic contains the following sections:
Set Up Data Sources for Visma Business
Object Tags for the Visma Business Adapter
Ledger Transaction Columns
Visma Business Tables
Set Up Data Sources for Visma Business
Below is a list of data sources:
Column
Comment (enter this value)
client_id
Bizview client_id.
module_id
GL (General Ledger).
sy...
Setting Up Integration with Visma Dokumentsenter
Setting Up Integration with Visma Dokumentsenter
Below is a list of steps needed to enable viewing of scanned documents (Invoices) from Visma Dokumentsenter.
Copy stored procedure stg.p_adp_docfile_VB_DOKSENTER to schema custstg .
Modify the stored procedure, set valid UNC path to document files:
In the Drill Down template, make sure you have a column named DOC_REFERENCE.
Add a hyperlink ...
Bizview Visma Global Adapter
Bizview Visma Global Adapter
This section contains the following topics:
Bizview Visma Global Adapter Overview
Bizview Visma Global Adapter Details
Bizview Visma Global Adapter Overview
Bizview Visma Global Adapter Overview
This topic contains the following sections:
Version History for Bizview Visma Global Adapter
Prerequisites
Adapter Content
Version History for Bizview Visma Global Adapter
Version
Date
Comment
1.0
2014-04-08
First version of Bizview Visma Global Adapter
1.1
2014-04-24
Added opening balances loading procedure
Prerequisites
The adapter is c...
Bizview Visma Global Adapter Details
Bizview Visma Global Adapter DetailsThis topic contains the following sections:Set Up Data Sources for Visma GlobalObject Tags for the Visma Global AdapterLedger Transaction ColumnsVisma Global TablesSet Up Data Sources for Visma GlobalBelow is a list of data sources:ColumnComment (enter this value)client_idBizview client_id.module_idGL (General Ledger).system_idVG (Visma Global adapter).db_ins...
Bizview Hogia Adapter
Bizview Hogia Adapter
This section contains the following topics:
Bizview Hogia Adapter Overview
Bizview Hogia Adapter Details
Setting Up Integration with Hogia Approval
Bizview Hogia Apter Overview
Bizview Hogia Apter Overview
This topic contains the following sections:
Version History for Bizview Hogia Adapter
Prerequisites
Adapter Content
Version History for Bizview Hogia Adapter
Version
Date
Comment
1.0
2014-04-08
First version of Bizview Hogia Adapter
1.1
2014-04-23
Added integration with Hogia Approval Manager
1.2
2014-04-24
Added opening balances loading procedure
...
Bizview Hogia Adapter Details
Bizview Hogia Adapter Details
This topic contains the following sections:
Set Up Data Sources for Hogia
Object Tags for the Hogia Adapter
Ledger Transaction Columns
Hogia Tables
Set Up Data Sources for Hogia
Below is a list of data sources:
Column
Comment (enter this value)
client_id
Bizview client_id.
module_id
GL (General Ledger).
system_id
HOG (Hogia adapter).
db_instance
Li...
Setup Integration with Hogia Approval
Setup Integration with Hogia Approval
Below is a list of steps needed to enable viewing of scanned documents (Invoices) from the Hogia Approval database.
Copy stored procedure stg.p_adp_docfile_HOG_APPROV to schema custstg.
In the Drill Down template, make sure you have a column named DOC_REFERENCE.
Add a hyperlink in the template row(s) for column DOC_REFERENCE.
Add refer...
Bizview Jeeves Adapter
Bizview Jeeves Adapter
This section contains the following topics:
Bizview Jeeves Adapter Overview
Bizview Jeeves Adapter Details
Bizview Jeeves Adapter Overview
Bizview Jeeves Adapter Overview
This topic contains the following sections:
Version History for Bizview Jeeves Adapter
Prerequisites
Adapter Content
Version History for Bizview Jeeves Adapter
Version
Date
Comment
1.0
2014-04-08
First version of Bizview Jeeves Adapter
1.1
2014-04-24
Added opening balances loading procedure
Prerequisites
The adapter is compatible with Bizview ve...
Bizview Jeeves Adapter Details
Bizview Jeeves Adapter Details
This topic contains the following sections:
Set Up Data Sources for Jeeves
Object Tags for the Jeeves Adapter
Ledger Transaction Columns
Jeeves Tables
Set Up Data Sources for Jeeves
Below is a list of data soures:
Column
Comment (enter this value)
client_id
Bizview client_id.
module_id
GL (General Ledger).
system_id
JV (Jeeves adapter).
db_instance...