Install Guide Oracle J Boss 5201

SABRIX® SOLUTION
INSTALLATION GUIDE
For Instances Using the Oracle Database and
JBoss Application Server
Version 5.2.0.1
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this free software. This software is free and provided "as-is" by the author E. Wray Johnson who assumes liability to the extent of the
amount that is hereby being charged for the software.
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Hypersonic SQL Group. Copyright 1995-2000. All rights reserved. SabrixReports includes content, code, and products originally
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Indiana University Extreme! Lab. Version 1.1.1 Copyright 2002. All rights reserved.The Sabrix Solution includes software developed
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whatsoever resulting from loss of use, data or profits, whether in an action of contract, negligence or other tortuous action, arising out of
or in connection with the use or performance of this software.
Jason Hunter & Brett McLaughlin. Copyright 2000-2004 . All rights reserved. The Sabrix Solution includes software developed by the
JDOM Project (http://www.jdom.org/).
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JGroups. Portions of the Sabrix Solution were developed using the open source JGroups library (http://www.jgroups.org/
javagroupsnew/docs/index.html). The JGroups library is distributed under the GNU Lesser General Public License (LGPL). Under the
LGPL, you can download the JGroups library separately from the Sabrix Customer Center (https://customercenter.sabrix.com/sabrixcc)
for viewing or modification. Contact Sabrix Professional Services for additional details.
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grants Sabrix, Inc right to use, reproduce, and distribute OpenReports under the terms and conditions of the Apache License, Version
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Open Source Libraries. In compliance with the license agreements for the Open Source Libraries leveraged by Sabrix, our customers
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from, out of or in connection with the software or the use or other dealings in the software.
November, 2010
v
TABLE OF CONTENTS
INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
HOW THIS BOOK IS ORGANIZED . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
STYLE CONVENTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
PRE-INSTALLATION CONFIGURATION . . . . . . . . . . . . . . . . . 3
MEETING SYSTEM REQUIREMENTS . . . . . . . . . . . . . . . . . . . . . . . . .3
CONFIGURATION PARAMETER CHECKLIST . . . . . . . . . . . . . . . . . . .4
OBTAINING THE SABRIX SOLUTION SOFTWARE . . . . . . . . . . . . . . .6
DOWNLOADING FROM CUSTOMER CENTER. . . . . . . . . . . . . . . .6
UNPACKING THE SOFTWARE. . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
CONFIGURING YOUR DATABASE . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
DATABASE INITIALIZATION PARAMETERS . . . . . . . . . . . . . . . . . .8
DATABASE CHARACTER SET . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
ORACLE TABLESPACES AND USERS . . . . . . . . . . . . . . . . . . . . . .8
FINAL PRE-INSTALLATION CHECKLIST. . . . . . . . . . . . . . . . . . . . . . . .9
INSTALLING AND CONFIGURING THE SABRIX

SOLUTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
CONFIGURING THE JBOSS APPLICATION SERVER . . . . . . . . . . . . 11
SETTING THE JAVA_HOME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
MODIFYING JBOSS APPLICATION SERVER JAVA
OPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
MODIFYING THE JBOSS DATA SOURCE
CONFIGURATION FILE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
COPYING ORACLE JDBC DRIVER . . . . . . . . . . . . . . . . . . . . . . . .14
MODIFYING THE LOG4J LOG LEVEL . . . . . . . . . . . . . . . . . . . . . .15
DEPLOYING THE SABRIX.EAR FILE. . . . . . . . . . . . . . . . . . . . . . .15
STARTING THE JBOSS APPLICATION SERVER . . . . . . . . . . . . .15
RUNNING THE SABRIX SOLUTION IMPLEMENTER . . . . . . . . . . . . .16
INSTALLING TAX DATA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
IMPORTING TAX DATA INTO THE SABRIX SOLUTION . . . . . . . .17
CREATING AND CONFIGURING A SABRIX
SOLUTION COMPANY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
TESTING YOUR SABRIX SOLUTION INSTALLATION . . . . . . . . . . . .19
AFTER YOU INSTALL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
vi TABLE OF CONTENTS
1
INTRODUCTION
The Sabrix Solution enterprise transaction tax management software is a highly scalable and
reliable taxing service for all business applications needing consolidated tax determination,
calculation, and recording. A three-tier application built on industry standard J2EE technology and
state-of-the-art object oriented design principles, the Sabrix Solution is designed to optimize
performance, reliability, interoperability, manageability, and security.
This document describes the procedures for performing a fresh installation of the Sabrix Solution
and is intended for those persons responsible for Sabrix Solution installation and system
configuration.
HOW THIS BOOK IS ORGANIZED

• This introduction describes how the guide is organized and its style conventions.
• Chapter 1, PRE-INSTALLATION CONFIGURATION (page 3),shows how to prepare your
system for Sabrix Solution installation.
• Chapter 2, INSTALLING AND CONFIGURING THE SABRIX SOLUTION (page 11),
explains how to configure the application server to support the Sabrix Solution, install the
Sabrix Solution and test basic Sabrix Solution functionality.
STYLE CONVENTIONS
This section describes the styles used in this document.
Bold text indicates most user interface elements (pages, windows, menu items, buttons, and so
on).
Italic text indicates any of the following:
• File and directory names

• Document titles
• Web sites
• User input
• Combo box selections
SABRIX SOLUTION
INSTALLATION GUIDE - VERSION 5.2.0.1
2 INTRODUCTION
STYLE CONVENTIONS
Courier text indicates command-line input/output.
Indicates important text that should be carefully reviewed before proceeding.
Indicates suggestions or additional, detailed information.
SABRIX SOLUTION
3
PRE-INSTALLATION CONFIGURATION
The following steps must be taken before you attempt to install and configure the Sabrix Solution.
By performing these tasks and verifying their successful completion, you will ensure a smooth
Sabrix Solution installation.
• Ensure that your system meets minimum requirements (page 3).

• Complete the configuration parameters list (page 4).
• Download and unzip the Sabrix Solution release files (page 6)
• Perform Oracle database configuration steps (page 8).
• Perform a final check to ensure the system is ready for installation (page 9).
MEETING SYSTEM REQUIREMENTS

The Sabrix Solution requires you to meet certain requirements for the following:
• Computer Hardware
• Operating System
• Database
• Application Server
To confirm that you are using supported software components for the Sabrix Solution, please see
the following documents in the Sabrix Knowledge Base:
Sabrix Application Suite Platform Support Guide:

https://customer.sabrix.com/cgi-bin/sabrix.cfg/php/enduser/std_adp.php?p_faqid=527
Sabrix End of Product Service Notice Update:

https://customer.sabrix.com/cgi-bin/sabrix.cfg/php/enduser/std_adp.php?p_faqid=679
This guide only describes how to install the most current application server that is supported by
Sabrix. To determine the most current application server supported in Sabrix Solution Version 5.2,
see the Sabrix Application Suite Platform Support Guide.
SABRIX SOLUTION
4 PRE-INSTALLATION CONFIGURATION
CONFIGURATION PARAMETER CHECKLIST

To install the Sabrix Solution, you need to know certain administrative information about the
database and the application server. Before you begin the installation, add your values to the
tables below:
Server/Service Value at Your Implementation Used in Section(s)...

Oracle Service Name • CONFIGURING YOUR
__________________________ DATABASE (page 8)
• MODIFYING THE JBOSS
Obtain from your Oracle DBA DATA SOURCE
CONFIGURATION FILE
(page 13)
Oracle RDBMS Server • CONFIGURING YOUR
__________________________ DATABASE (page 8)
• MODIFYING THE JBOSS
Obtain from your Oracle DBA DATA SOURCE
CONFIGURATION FILE
(page 13)
Sabrix Solution Server • RUNNING THE SABRIX
URL __________________________ SOLUTION IMPLEMENTER
(page 16)
Obtain from your application • INSTALLING TAX DATA
(page 17)
server administrator
• TESTING YOUR SABRIX
SOLUTION INSTALLATION
(page 19)
• AFTER YOU INSTALL (page
20)
Purpose User Name Password Used in Section(s)...

Customer • OBTAINING THE SABRIX SOLUTION
Center Access ___________ ____________ SOFTWARE (page 6)
Obtain from Obtain from
Sabrix Sabrix
SABRIX SOLUTION
PRE-INSTALLATION CONFIGURATION 5
Purpose User Name Password Used in Section(s)...

Oracle SYS • CONFIGURING YOUR DATABASE (page 8)
Database ____________
Access
Obtain from
your IT
department
Sabrix Admin dba password • RUNNING THE SABRIX SOLUTION
IMPLEMENTER (page 16)
(Be sure to • INSTALLING TAX DATA (page 17)
change this • TESTING YOUR SABRIX SOLUTION
once you INSTALLATION (page 19)
complete the
• AFTER YOU INSTALL (page 20)
installation.)
SABRIX SOLUTION
OBTAINING THE SABRIX SOLUTION SOFTWARE

The following sections explain how to download and unpack the Sabrix Solution software .zip file.
DOWNLOADING FROM CUSTOMER CENTER

Sabrix Solution installation and tax data files, including complete user documentation, are located
on the Sabrix Customer Center Web site (https://customercenter.sabrix.com/sabrixcc). Before
accessing the Customer Center, obtain your user name and password from Sabrix Technical
Support.
To download the installation files:
1. Access the Sabrix Customer Center using the Username and Password assigned by
Sabrix.
2. The Downloads page that appears after you log on lists the products for which you are
licensed. This product list includes the Sabrix Solution, SabrixReports, and one or more
versions of Tax Data (Sabrix Canada Tax Data, Sabrix INTL Tax Data, and Sabrix US Tax
Data).
3. For the Sabrix Solution, select None for Current Installed Version.
4. Click Download and save this file to a directory on the system hosting the Sabrix Solution or
to a networked folder that can be accessed by that system.
SABRIX SOLUTION
5. Download the tax data master files if this is a fresh installation of the Sabrix Solution. For
each type of tax data (INTL, Canada, or US), select 5.2.0.1 / G for Platform and None for
Current Installed Version.
6. Click Download for each type of tax data file, saving the files to a directory similar to the one
you used in step 4.
Do not unzip your tax data files. You will load these into the Sabrix Solution as zipped files.
UNPACKING THE SOFTWARE

The SabrixSolution5201.zip file contains the following files and directories which should be
extracted into a temporary directory, then moved to the appropriate locations as shown here. If
both the database and the Sabrix Solution are hosted on the same system, you do not need to
move the files once they are extracted.
• The sabrix.ear file must be placed in a directory that can be accessed during the
deployment phase of application server configuration. For example, you could extract it to
an accessible networked directory or one on the system hosting the application server.
• Setup scripts (extracted to the scripts directory) must be placed on the system hosting the
Sabrix Solution database (.sql scripts) or on the application server (other scripts).
• Documentation files (extracted to the documentation directory) can be placed in any
location from which you would like to view or print them.
SABRIX SOLUTION
CONFIGURING YOUR DATABASE
CONFIGURING YOUR DATABASE

This guide covers the installation of the Sabrix Solution in the Oracle RDBMS. Once you have
confirmed that you are using the correct database version for this release of the Sabrix Solution,
review the following:
DATABASE INITIALIZATION PARAMETERS

Set the appropriate database initialization parameters for the Sabrix Solution. Contact Oracle if
you need assistance setting these in your environment.
DATABASE CHARACTER SET

Configure the database to use a UTF8-compatible database character set. If you use the
AL16UTF16 character set (default), multi-byte character handling performance will be optimized.
You need to either install or upgrade the database to meet this requirement.
ORACLE TABLESPACES AND USERS

Oracle tablespaces and users must be created before you install the Sabrix Solution. You can use
the .sql scripts provided in the downloaded .zip file to perform this task.
For production environments, you should create separate tablespaces to contain tax and audit
data (SBXTAX and SBXAUD). If you accept the setup script defaults, these tablespaces are
created automatically. The setup script also creates the users sbxtax and sbxaud; these user
names are referred to throughout this document.
The tablespace creation script also enables you to create a single tablespace to hold all data.
While this configuration may be desirable for a test environment, Sabrix Professional Services
advises against using it in a production environment.
To create the required tablespace(s) and users:
1. On the system hosting the Oracle database, open a command prompt or terminal window.
2. Change directories to the directory containing the downloaded .sql scripts.
3. Log into SQL*Plus with /nolog, then connect to the database as SYSDBA. For example:
conn sys/password@myoraclesys as sysdba
4. Execute the following setup script:

@sabrixOracleSetup10g.sql
This script executes both the tablespace and user creation scripts. You can also execute these
scripts separately, if desired.
5. Enter the path to the Sabrix datafile directory (without a trailing separator). The default
shown (for example, D:\oracle\sabrix\dbfiles) is the directory containing default Oracle
tablespaces on your system. Press ENTER to accept the default, or enter a new path name.
6. Enter the path separator for your platform. The default (/ or \) should already be selected.
SABRIX SOLUTION
FINAL PRE-INSTALLATION CHECKLIST
7. Enter values for the Tax and, optionally, the Audit schemas.
• To accept the defaults (SBXTAX and SBXAUD, as shown in this guide), press ENTER at each
prompt.
• To create a new schema, enter its name at each prompt.
• To not create a schema, enter none at each prompt.
8. Messages appear as the tablespaces are created.

9. You are prompted to verify the locations of the tablespaces created earlier. If you accepted
the defaults above, the prompts will appear as the following:
Tablespace for Sabrix tax data [SBXTAX]:
Tablespace for Sabrix audit data [SBXAUD]:
Temporary Tablespace for Sabrix users [TEMP]:
Accept each default by pressing ENTER.
10.You are prompted to create the user for the Tax schema. Press ENTER to specify the default
(sbxtax, as used in this guide) or enter another desired name.
11. If you chose to create a separate Audit schema, press ENTER to specify the default user
name (sbxaud, as used in this guide) or enter another desired name.
12.Enter a profilename for each user when prompted. If you are unsure which profile to use,
enter default.
Messages appear as the user(s) are created.

Before moving on to the next chapter to install the Sabrix Solution, please verify that you have:
• Ensured that your systems meet the software and hardware requirements (page 3).
• Completed the configuration parameter checklist (page 4).
• Downloaded the Sabrix Solution software (page 6).
• Performed database configuration (page 8).
Please contact Sabrix Professional Services after reviewing this list to verify that no software
updates, such as security patches, have been released since this guide was published.
SABRIX SOLUTION
SABRIX SOLUTION
11
INSTALLING AND CONFIGURING THE

SABRIX SOLUTION
To install and configure the Sabrix Solution, you will:
• Configure the application server (page 11).

• Run the Sabrix Solution Implementer (page 16).
• Install Sabrix Solution Tax Data (page 17).
• Perform a quick test of your installation (page 19).
• Perform post-installation tasks (page 20).
CONFIGURING THE JBOSS APPLICATION SERVER

Before you proceed to the following tasks, ensure that you have installed JBoss Server according
to JBoss’ instructions. Once JBoss is ready for Sabrix configuration, complete the following:
• SETTING THE JAVA_HOME (page 11)

• MODIFYING JBOSS APPLICATION SERVER JAVA OPTIONS (page 12)
• MODIFYING THE JBOSS DATA SOURCE CONFIGURATION FILE (page 13)
• COPYING ORACLE JDBC DRIVER (page 14)
• MODIFYING THE LOG4J LOG LEVEL (page 15)
• DEPLOYING THE SABRIX.EAR FILE (page 15)
• STARTING THE JBOSS APPLICATION SERVER (page 15)
SETTING THE JAVA_HOME

Confirm that your JAVA_HOME operating system environment variable is pointing to the directory
containing the JDK that is supported for this version of JBoss.
SABRIX SOLUTION
12 INSTALLING AND CONFIGURING THE SABRIX SOLUTION
MODIFYING JBOSS APPLICATION SERVER JAVA OPTIONS

Before starting the JBoss Application Server, you need to make several changes to the following
file: <jboss_home>/bin/run.conf. This table describes the changes, and there is an example that
follows:
JAVA Option Value Description

-Xms 1024m Increase this starting value to at least this
amount; add more if memory is available.
-Xmx 1536m Increase this maximum value to at least this
amount; add more if memory is available.
-Djava.awt.headless= true
-server Only add this option if you are using the Sun
HotSpot JVM.
-DBASE_SABRIX_DIRECTORY= Insert the If you plan to run the Sabrix Solution in several
directory instances of the application server on the same
path for server, add this parameter to ensure that each
logging. instance logs to its own directory. If you are only
running one instance of the application server,
you can skip this and set the parameter in the
Sabrix Solution on the Sabrix Config page (see
the online help for further details).
To complete the changes in the table above, find the following section in run.conf:
if [ "x$JAVA_OPTS" = "x" ]; then
JAVA_OPTS="-Xms128m -Xmx512m -XX:MaxPermSize=256m \

-Dorg.jboss.resolver.warning=true \
-Dsun.rmi.dgc.client.gcInterval=3600000 \
-Dsun.rmi.dgc.server.gcInterval=3600000"
fi
Change or add the values in bold italics:
if [ "x$JAVA_OPTS" = "x" ]; then
JAVA_OPTS="-Xms1024m -Xmx1536m -XX:MaxPermSize=256m \

-Dorg.jboss.resolver.warning=true \
-Dsun.rmi.dgc.client.gcInterval=3600000 \
-Dsun.rmi.dgc.server.gcInterval=3600000 \
-Djava.awt.headless=true \
-DBASE_SABRIX_DIRECTORY=<enter_your_logging_directory>"
SABRIX SOLUTION
INSTALLING AND CONFIGURING THE SABRIX SOLUTION 13
MODIFYING THE JBOSS DATA SOURCE CONFIGURATION FILE

A template version of the sabrix-oracle-ds.xml configuration file can be found in the /scripts
directory of the Sabrix Solution installation .zip file you downloaded and extracted earlier (page 9).
You will now need to edit this file to match your environment, then place the file in
<jboss>/server/default/deploy.
Here is the sample configuration file, with modifiable text in bold italic.
<?xml version="1.0" encoding="UTF-8" ?>










<datasources>
<local-tx-datasource>
<jndi-name>jdbc/TaxDataSource</jndi-name>
<connection-url>jdbc:oracle:thin:@hostname:port:servicename</connection-
url>
<driver-class>oracle.jdbc.driver.OracleDriver</driver-class>
<user-name>sbxtax</user-name>
<password>sbxtax</password>

<valid-connection-checker-class name>
org.jboss.resource.adapter.jdbc.vendor.OracleValidConnectionChecker
</valid-connection-checker-class-name>

<exception-sorter-class-
name>org.jboss.resource.adapter.jdbc.vendor.OracleExceptionSorter</exception-
sorter-class-name>


<metadata>
<type-mapping>Oracle9i</type-mapping>
</metadata>
</local-tx-datasource>
<local-tx-datasource>
<jndi-name>jdbc/AuditDataSource</jndi-name>
<connection-url>jdbc:oracle:thin:@hostname:port:servicename</connection-
url>
<driver-class>oracle.jdbc.driver.OracleDriver</driver-class>
<user-name>sbxaud</user-name>
<password>sbxaud</password>


<valid-connection-checker-class-name>
org.jboss.resource.adapter.jdbc.vendor.OracleValidConnectionChecker
</valid-connection-checker-class-name>
SABRIX SOLUTION

<exception-sorter-class-
name>org.jboss.resource.adapter.jdbc.vendor.OracleExceptionSorter</exception-
sorter-class-name>


<metadata>
<type-mapping>Oracle9i</type-mapping>
</metadata>
</local-tx-datasource>
</datasources>
The following data can be modified; defaults are listed where applicable:
Item Description
<jndi-name> for Tax Data Source jdbc/TaxDataSource
<connection-url> for Tax Data You must modify the string to contain values
Source for your implementation:
• hostname: the name of the system hosting
the database.
• port: the database port; the default is 1521.
• servicename: the name of your Oracle
service.
User <name> and <password> By default, sbxtax. Modify these values only if
for Tax Data Source you set non-default values when creating
Oracle users (page 8).
<jndi-name> for Audit Data jdbc/AuditDataSource
Source
<connection-url> for Audit Data You must modify the string to contain values
Source for your implementation:
• hostname: the name of the system hosting
the database.
• port: the database port; the default is 1521.
• servicename: the name of your Oracle
service.
User <name> and <password> By default, sbxaud. Modify these values only if
for Audit Data Source you set non-default values when creating
Oracle users (page 8).
Once you modify the file, save it to the <jboss>/server/default/deploy directory.
COPYING ORACLE JDBC DRIVER

If it is not already present, copy the Oracle JDBC driver (<ORACLE_HOME>/jdbc/lib/ojdbc6.jar)
into <jboss>/server/default/lib so it can be accessed by JBoss.
SABRIX SOLUTION
MODIFYING THE LOG4J LOG LEVEL

By default, the log level for JGroups is set at a level that fills Sabrix log files and the console with
extraneous data. You can increase the level to avoid this problem.
To do so:
1. Open <jboss>/server/default/conf/jboss-log4j.xml with a text editor.

2. Search for the following text:
<category name="org.jgroups">
<priority value="WARN"/>
</category>
3. Change the word WARN to the word ERROR.

4. Save the file.
DEPLOYING THE SABRIX.EAR FILE

The sabrix.ear file is in the root directory of the Sabrix Solution installation .zip file you downloaded
and extracted earlier (page 9). Move this file to the <jboss>/server/default/deploy directory.
STARTING THE JBOSS APPLICATION SERVER

If JBoss is already running, shut down and restart the application server to load your configuration
changes and deploy Sabrix. If it is not, skip the shut down step and simply start the server.
To shut down and restart:
1. Log in to the system.

2. Navigate to <jboss>/bin/.
3. If necessary, execute shutdown.sh.
4. Execute run.sh.
SABRIX SOLUTION
RUNNING THE SABRIX SOLUTION IMPLEMENTER
RUNNING THE SABRIX SOLUTION IMPLEMENTER

Once you have configured your application server and deployed the sabrix.ear file, you can run the
Sabrix Solution Implementer.
1. Open the following URL: http://<your_server_name>:<port>/sabrix/install (replace

<your_server_name> with the name of the computer hosting the application server and
<port> with the port number).
2. Once the logon page appears, enter the following username and password: dba/password. A
page similar to the following appears:
3. Verify the information shown and click Run. Note that the database and driver information
will be specific to your implementation.
When the process finishes, you should see the following message at the end of the output:
Implementation completed successfully!
If you do not see this final completion message, but instead see the following, contact Sabrix
Technical Support: Problem(s) encountered during implementation! Check the installation
messages for more information.
SABRIX SOLUTION
INSTALLING TAX DATA
INSTALLING TAX DATA

Installing tax data is a two-step process that includes:
• Importing tax data files into the Sabrix Solution.

• Creating your company and configuring it to reference the imported tax data.
IMPORTING TAX DATA INTO THE SABRIX SOLUTION

You downloaded the tax data file(s) at the beginning of this installation process (page 4). You now
need to import the files into the Sabrix Solution using the Sabrix Data Interchange.
Do not unzip your tax data files. You will load these into the Sabrix Solution as zipped files.
1. Open the following URL: http://<your_server_name>:<port>/sabrix/ (replace

<your_server_name> with the name of the computer hosting the application server and
<port> with the port number).
2. Log on to the Sabrix Solution as the dba user: dba/password.
To protect your system, be sure to change the password for the dba user once you have completed
the initial installation. See the Online Help for details about how to change the password.
3. Navigate to Menu > System > Sabrix Data Interchange > Import.
4. Browse to the directory containing the first downloaded file.
5. Enter the filename to import, or browse to it and click OK.
6. Click Import.
7. The SDI Import Wizard displays information about the file to be imported. Click Next.
8. Click Next on each page until the import starts.
9. Once the import has started, close this status window—even though the import is not
finished. The import will continue, and you can navigate to the History tab periodically to
check the status. Click Refresh to update the display.
10.Repeat steps 3-8 for the other Tax Data Provider(s) as appropriate.
Once you install this master tax data, you will need to perform monthly tax data updates to keep
your tax data current. You can automate all or part of the update process. For more information,
see the Sabrix Data Interchange topic in the Online Help.
SABRIX SOLUTION
INSTALLING TAX DATA
CREATING AND CONFIGURING A SABRIX SOLUTION COMPANY

To use the newly downloaded and imported tax data, you must create and initially configure a
Sabrix Solution company.
To create and initially configure a company:
1. Log on to the Sabrix Solution as the dba user.

2. Navigate to Menu > System > Companies.
3. Select Add from the Actions menu.
4. On the Edit tab, enter basic company information and click Submit.
5. Click the Tax Preferences tab.
6. In the Data Providers section, select values for your Tax Data Provider and click Submit.
You now have a basic Sabrix company with which you can perform the test in the following section.
Once you successfully complete the test, you can make additional company configurations (see
the Online Help topic Working with Companies).
SABRIX SOLUTION
TESTING YOUR SABRIX SOLUTION INSTALLATION
TESTING YOUR SABRIX SOLUTION INSTALLATION

After you install the Sabrix Solution and create a basic company, you can test it using the
Workbench in the Tax Control Panel:
1. Log on to the Sabrix Solution as the dba user.

2. Select the company you previously created from the Company selector in the upper right-
hand corner of the page.
3. Select Menu > Workbench.
4. Enter scenario information for a test transaction. For example, you could create a simple
transaction containing the following information. On the main Workbench screen:
• Scenario: 1
• Invoice Number: 1
• Company Role: Seller
• Currency: United States Dollar
• Quantity: 1
• Gross Amt: 1000
On the Locations page (click the Locations tab):

• Ship From Country: US
• Ship From State: WA
• Ship From County: KING
• Ship From City: Seattle
• Ship From Zip: 98101
• Ship To Country: US
• Ship To State: CA
• Ship To County: Alameda
• Ship To City: Oakland
• Ship To Zip: 94601
5. Click Submit. You should see an effective rate and tax amount for your transaction. By
clicking Results, you can review the actual processing of the invoice including tax
breakdowns per jurisdiction.
6. Select Input XML or Output XML from the Actions menu to view the XML sent to and
returned by the Sabrix Solution. These tools can be extremely helpful if you need to debug
the integration software that connects your source system with the Sabrix Solution. See the
Programmer Guide for more details.
SABRIX SOLUTION
AFTER YOU INSTALL
To quickly test the Sabrix Solution’s basic reporting capabilities:
1. Save the Workbench scenario from the previous procedure to the audit tables by selecting
Audit in the Audit drop-down list and clicking Submit.
2. Enable your Utility Reports menu option by navigating to Menu > System > Sabrix Config
and adding a parameter called UTILITY_REPORTS_URL. The value for this should have the
following format: http://<your_server_name>:<port>/utilityreports. After you click Submit,
you must change the selected company in the upper right-hand corner of the page before the
change takes effect.
3. Click Menu > Reports > Utility Reports.
4. When Utility Reports opens, click Audit Reports > Audit Extract.
5. Select All from the Show External Companies/Internal Companies drop-down list.
6. Select a Company, Date Source, Start Date, End Date, and Country and click Next.
7. Click the check boxes for the items you want to view in your report and click Run.
8. Look in the report for the transaction you saved.
AFTER YOU INSTALL

Once you verify that the Sabrix Solution is running, you may need to complete some post-
installation tasks:
• Connecting your Sabrix Solution instance to your business source system using integration
software. Contact your implementation partner for assistance.
• Securing your Sabrix Solution installation. See the Sabrix Solution Online Help topic
Securing Sabrix Solution Installations.
• Enabling additional cluster nodes if you are using more than one instance of the Sabrix
Solution. See ENABLE_SERVER_COMMUNICATION parameter in the online help topic
Sabrix Config.
• Modifying Sabrix config parameters to reflect your hardware, network, and security
environment. You can also modify those parameters that affect auditing, tax calculations,
and reporting. See the online help topic Sabrix Config.
• Setting up users to access the Sabrix Solution. This might include tax professionals, tax
clerks, and Sabrix administrators. See the online help topic Edit Users.
• Completing the Company configuration you began in the section Creating and Configuring
a Sabrix Solution Company. See the online help topic Working With Companies.
• Installing and configuring Utility Reports and SabrixReports. See the online help topic
Running Reports.
• Reviewing the application messages spreadsheet contained in the Sabrix distribution .zip
file. This Excel spreadsheet contains a list of all Informational, Warning, and Severe
messages that could be returned by the Sabrix Solution.
SABRIX SOLUTION

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SABRIX® SOLUTION

INSTALLING AND CONFIGURING THE SABRIX

HOW THIS BOOK IS ORGANIZED

Italic text indicates any of the following:

• File and directory names

Courier text indicates command-line input/output.

Indicates important text that should be carefully reviewed before proceeding.

Indicates suggestions or additional, detailed information.

• Ensure that your system meets minimum requirements (page 3).

MEETING SYSTEM REQUIREMENTS

Sabrix Application Suite Platform Support Guide:

Sabrix End of Product Service Notice Update:

CONFIGURATION PARAMETER CHECKLIST

Server/Service Value at Your Implementation Used in Section(s)...

Purpose User Name Password Used in Section(s)...

Purpose User Name Password Used in Section(s)...

OBTAINING THE SABRIX SOLUTION SOFTWARE

DOWNLOADING FROM CUSTOMER CENTER

To download the installation files:

UNPACKING THE SOFTWARE

CONFIGURING YOUR DATABASE

DATABASE INITIALIZATION PARAMETERS

DATABASE CHARACTER SET

ORACLE TABLESPACES AND USERS

To create the required tablespace(s) and users:

4. Execute the following setup script:

8. Messages appear as the tablespaces are created.

Accept each default by pressing ENTER.

FINAL PRE-INSTALLATION CHECKLIST

INSTALLING AND CONFIGURING THE

To install and configure the Sabrix Solution, you will:

• Configure the application server (page 11).

CONFIGURING THE JBOSS APPLICATION SERVER

• SETTING THE JAVA_HOME (page 11)

SETTING THE JAVA_HOME

MODIFYING JBOSS APPLICATION SERVER JAVA OPTIONS

JAVA Option Value Description

if [ "x$JAVA_OPTS" = "x" ]; then

JAVA_OPTS="-Xms128m -Xmx512m -XX:MaxPermSize=256m \

Change or add the values in bold italics:

if [ "x$JAVA_OPTS" = "x" ]; then

JAVA_OPTS="-Xms1024m -Xmx1536m -XX:MaxPermSize=256m \

MODIFYING THE JBOSS DATA SOURCE CONFIGURATION FILE

<?xml version="1.0" encoding="UTF-8" ?>

Once you modify the file, save it to the <jboss>/server/default/deploy directory.

COPYING ORACLE JDBC DRIVER

MODIFYING THE LOG4J LOG LEVEL

1. Open <jboss>/server/default/conf/jboss-log4j.xml with a text editor.

3. Change the word WARN to the word ERROR.

DEPLOYING THE SABRIX.EAR FILE

STARTING THE JBOSS APPLICATION SERVER

To shut down and restart:

1. Log in to the system.

RUNNING THE SABRIX SOLUTION IMPLEMENTER

1. Open the following URL: http://<your_server_name>:<port>/sabrix/install (replace

INSTALLING TAX DATA

• Importing tax data files into the Sabrix Solution.

IMPORTING TAX DATA INTO THE SABRIX SOLUTION

1. Open the following URL: http://<your_server_name>:<port>/sabrix/ (replace

CREATING AND CONFIGURING A SABRIX SOLUTION COMPANY

To create and initially configure a company:

1. Log on to the Sabrix Solution as the dba user.

TESTING YOUR SABRIX SOLUTION INSTALLATION