OneStop Reporting for on-premise ERP systems

This installation guide applies to users of on-premise ERP systems, such as Visma Business and Visma Global who wants to use OneStop Reporting.

To set up such an environment, users are required to install a Cloud Agent on their server(s) to create a gateway. The Cloud Agent allows OneStop Reporting to access data from on-premise ERP databases.

Installing and configuring the Cloud Agent is usually done by an administrator. It may require special knowledge of your on-premises servers, as well as your ERP system.

To use the OneStop Reporting drill-down functionality to see underlying vouchers in your reports, you must set up file access for the voucher file in Cloud Agent Administration during data source setup. Next, you must configure vouchers when you set up your connection from OneStop Reporting.

When you add a data source to the Cloud Agent, you need to provide the unique Pairing Key for that data source. This key is used to securely access your data source. Be aware that the pairing key is your secret access token and should not be exposed or distributed to other parties.

There are two ways to download the installation file:

1. In OneStop Reporting portal, go to Import Data, click New, and download the installation file.

OR

2. Download the installation file from here.

1. Run the .exe file.
2. Select the file path where you want to install the agent. NOTE: The closer the Cloud Agent is to the server, the faster the connection will be. It is recommended to install the Cloud Agent on a machine that can be left running all the time.
3. Click Install.

The Cloud Agent Administration screen opens in your browser (http://localhost:5002/). From here, you can add a data source and pair it with a connection in the Portal.

1. In Cloud Agent Administration, click Add data source.
   NOTE: If you are using proxy server, click the Settings button to access the proxy server settings.

   

   NOTE: You can access the Cloud Agent Administration at any time to add data sources, from http://localhost:5002.

   Under Database access, you specify connection details to your ERP system database.

2. In the Server name field, enter the name of your SQL server.
3. In the Database field, enter the database name of your ERP master database. For example, for Visma Business it will be vbsys.
4. Under Authentication, select SQL Server Authentication or Windows Authentication*. If you select SQL Server Authentication, you must fill in Login name and Password.
5. Under File access, in the Add path field, specify the file path to vouchers, if you will be using vouchers. You can add multiple paths here, by clicking the Add
   NOTE: The account running the OneStop reporting Cloud Agent service must have access to the paths added here. By default, this account is the local system account. You change the account, see the procedure “Change OneStop Reporting Cloud Agent service account” below for more information.
6. In the Name field, enter a name for this data source.
7. Click Save.

*You can choose if you set up the connection with an SQL user or Windows authentication: 

• SQL user: If you set up using an SQL user, this user’s level of access controls the general level of access for all users in OneStop Reporting (read access for running reports, read+write access if you want to do budgeting and write back to the system).
• Windows authentication: If you use Windows authentication, the account running the Cloud Agent service must have access to the databases on the SQL server. The OneStop Cloud Agent service is by default set up to run with a local system account. However, this can be changed to another account. See the procedure “Change OneStop Reporting Cloud Agent service account” below for more information.

You will now receive a Pairing Key that you must use to set up a connection in the OneStop reporting portal. Copy the pairing key, you will need it when you set up connections in OneStop Reporting.

IMPORTANT: It is important that you copy and keep your Pairing Key. OneStop Reporting cannot access this information as it is your private information.

Change OneStop Reporting Cloud Agent service account

You can change the OSR Cloud Agent service account. By default, this is set up to be local.

1. Open Control Panel > Administration tools > Services.
2. Find the service OneStop Reporting Cloud Agent.
3. Right-click the service and select Properties.
4. On the Log On tab, select the This account
5. Enter account name and password.
6. Click OK.
   

NOTE: The account you set up here is also the account that needs permission to access the path(s) where the vouchers are stored.

NOTE: The user must have Modify permission to the folder: Program Files\OneStop Reporting\Cloud Agent\Agent Configuration.

Next, you must, set up a connection to your data from OneStop Reporting.
 
NOTE: To get access to the OneStop Reporting portal, you must accept the invitation in the email you received from OneStop Reporting.

See Create connection for more information.