InstallGuideOracleWebLogicONESOURCEIDTDetermination 5400

ONESOURCE INDIRECT TAX DETERMINATION
INSTALLATION GUIDE
For Instances Using the Oracle Database and Oracle WebLogic Server Version 5.4.0.0
2012 Thomson Reuters/ONESOURCE. All Rights Reserved. Proprietary and confidential information of Thomson Reuters. Disclosure, use, or reproduction without the written authorization of TR/S is prohibited. In compliance with the license agreements for the Open Source Libraries leveraged by Thomson Reuters, our customers can obtain copies of these libraries by contacting Technical Support at https://customer.sabrix.com. Nadler; Jeffrey Evan (Portland, OR), Barta; James Donovan (Hillsboro, OR), Blotner; Joseph Allen (Portland, OR), Christian; Eric Thomas (Beaverton, OR), Fong; Carolyn Brauner (Beaverton, OR), Seymour, Jr.; James Madison (Hillsboro, OR), Waterhouse; Thomas William (Lake Oswego, OR), Woolsey; Gregory Alan (Newberg, OR). Sabrix, Inc. (Lake Oswego, OR). Universal Tax Engine. U S Patent 7,933,803, filed June 15, 2004, and issued April 26, 2011. Portions of ONESOURCE Indirect Tax Determination include third-party components governed by the following licenses: Apache License, Version 1.0. Copyright 2000. The Apache Software Foundation. All rights reserved. ONESOURCE Indirect Tax Determination includes software developed by the Apache Software Foundation (http://www.apache.org/). This software consists of voluntary contributions made by many individuals on behalf of the Apache Software Foundation. For more information on the Apache Software Foundation, please see <http://www.apache.org/>. Portions of this software are based upon public domain software originally written at the National Center for Supercomputing Applications, University of Illinois, Urbana-Champaign. Apache License, Version 2.0. Copyright January 2004. ONESOURCE Indirect Tax Determination includes software licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0 Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License. Artistic License. This package is provided "as is" and without any express or implied warranties, including, without limitation, the implied warranties of merchantibility and fitness for a particular purpose. Common Development and Distribution License (CDDL). Version 1.0.1. Disclaimer of warranty. Covered software is provided under this license on an as is basis, without warranty of any kind, either expressed or implied, including, without limitation, warranties that the covered software is free of defects, merchantable, fit for a particular purpose or non-infringing. The entire risk as to the quality and performance of the covered software is with Thomson Reuters/ONESOURCE. Should any covered software prove defective in any respect, Thomson Reuters/ONESOURCE (not the initial developer or any other contributor) assumes the cost of any necessary servicing, repair or correction. This disclaimer of warranty constitutes an essential part of this license. No use of any covered software is authorized hereunder except under this disclaimer. Eclipse Public License. Version 1.0. No Warranty: Except as expressly set forth in this agreement, the program is provided on an "as is" basis, without warranties or conditions of any kind, either express or implied including, without limitation, any warranties or conditions of title, non-infringement, merchantability or fitness for a particular purpose. Each recipient is solely responsible for determining the appropriateness of using and distributing the program and assumes all risks associated with its exercise of rights under this agreement, including but not limited to the risks and costs of program errors, compliance with applicable laws, damage to or loss of data, programs or equipment, and unavailability or interruption of operations. Disclaimer of Liability: Except as expressly set forth in this agreement, neither recipient nor any contributors shall have any liability for any direct, indirect, incidental, special, exemplary, or consequential damages (including without limitation lost profits), however caused and on any theory of liability, whether in contract, strict liability, or tort (including negligence or otherwise) arising in any way out of the use or distribution of the program or the exercise of any rights granted hereunder, even if advised of the possibility of such damages. E. Wray Johnson. ODMG license. Copyright 1999. <[email protected]>. All rights reserved. ONESOURCE Indirect Tax Reporting contains portions of 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. GNU Lesser General Public License, Version 2.1. Copyright 1991, 1999, Free Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301 USA. Indiana University Extreme! Lab. Version 1.1.1 Copyright 2002. All rights reserved.ONESOURCE Indirect Tax Determination includes software developed by the Indiana University Extreme! Lab. For further information please visit http://www.extreme.indiana.edu/. International Business Machines Corporation and others. Copyright 1995-2008. All rights reserved. ONESOURCE Indirect Tax Determination includes software licensed by IBM. The software is provided "as is", without warranty of any kind, express or implied, including but not limited to the warranties of merchantability, fitness for a particular purpose and no infringement of third party rights. In no event shall the copyright holder or holders included in this notice be liable for any claim, or any special indirect or consequential damages, or any damages 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. ONESOURCE Indirect Tax Determination includes software developed by the JDOM Project (http://www.jdom.org/). Jaxen License. Copyright 2003-2006. This software is provided by the copyright holders and contributors "as Is" and any express or implied warranties, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose are disclaimed. In no event shall the copyright owner or contributors be liable for any direct, indirect, incidental, special, exemplary, or consequential damages (including, but not limited to, procurement of substitute goods or services; loss of use, data, or profits; or business interruption) however caused and on any theory of liability, whether in contract, strict liability, or tort (including negligence or otherwise) arising in any way out of the use of this software, even if advised of the possibility of such damage. JGroups. Portions of the ONESOURCE Indirect Tax Determination 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 Customer Center (https:// customercenter.sabrix.com/sabrixcc) for viewing or modification. Contact Technical Support for additional details.
MetaStuff, Ltd. Copyright 2001-2005. All Rights Reserved. ONESOURCE Indirect Tax Determination includes software provided by Metastuff, Ltd. and contributors as is and any expressed or implied warranties, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose are disclaimed. In no event shall Metastuff, Ltd. or its contributors be liable for any direct, indirect, incidental, special, exemplary, or consequential damages (including, but not limited to, procurement of substitute goods or services; loss of use, data, or profits; or business interruption) however caused and on any theory of liability, whether in contract, strict liability, or tort (including negligence or otherwise) arising in any way out of the use of this software, even if advised of the possibility of such damage. Mozilla Public License Version 1.1. The contents of this file are subject to the Mozilla Public License Version 1.1 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.mozilla.org/MPL/. OpenReports licensed by Open Source Software Solutions to Thomson Reuters/ONESOURCE, Inc. under the OpenReports Commercial License. This license grants the right to use, reproduce, and distribute OpenReports under the terms and conditions of the Apache License, Version 2.0. Open Source Libraries. In compliance with the license agreements for the Open Source Libraries leveraged by ONESOURCE Indirect Tax Determination, our customers can obtain copies of these libraries by contacting Technical Support at (866) 472-2749. OpenSymphony Group. Version 1.1. Copyright 2001-2004. All rights reserved. OSCore software is provided by the copyright holders and contributors "as is" and any express or implied warranties, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose are disclaimed. In no event shall the copyright owner or contributors be liable for any direct, indirect, incidental, special, exemplary, or consequential damages (including, but not limited to, procurement of substitute goods or services; loss of use, data, or profits; or business interruption) however caused and on any theory of liability, whether in contract, strict liability, or tort (including negligence or otherwise) arising in any way out of the use of this software, even if advised of the possibility of such damage. Sun Microsystems, Inc., Java Web Services Developer Pack, Version 1.5. ONESOURCE Indirect Tax Determination includes software licensed by Sun Microsystems. All classes are released to the public domain and may be used for any purpose whatsoever without permission or acknowledgment. Portions of the CopyOnWriteArrayList and ConcurrentReaderHashMap classes are adapted from Sun JDK source code. These are copyright of Sun Microsystems, Inc, and are used with their kind permission, as described in the license. The Werken Company. Copyright 2003-2006 All Rights Reserved. ONESOURCE Indirect Tax Determination includes software licensed by the Werken Company. This software is provided by the copyright holders and contributors "as is" and any express or implied warranties, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose are disclaimed. In no event shall the copyright owner or contributors be liable for any direct, indirect, incidental, special, exemplary, or consequential damages (including, but not limited to, procurement of substitute goods or services; loss of use, data, or profits; or business interruption) however caused and on any theory of liability, whether in contract, strict liability, or tort (including negligence or otherwise) arising in any way out of the use of this software, even if advised of the possibility of such damage. X Fire License. Copyright 2005. Envoi Solutions LLC. Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions. The copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. The software is provided "as is", without warranty of any kind, express or implied, including but not limited to the warranties of merchantability, fitness for a particular purpose and non-infringement. In no event shall the authors or copyright holders be liable for any claim, damages or other liability, whether in an action of contract, tort or otherwise, arising from, out of or in connection with the software or the use or other dealings in the software.
January, 2012
TABLE OF CONTENTS
INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
WHAT IS ONESOURCE INDIRECT TAX? . . . . . . . . . . . . . . . . . . . . . . .1 HOW THIS BOOK IS ORGANIZED . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 STYLE CONVENTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
PRE-INSTALLATION CONFIGURATION . . . . . . . . . . . . . . . . . 3
REVIEWING SYSTEM REQUIREMENTS . . . . . . . . . . . . . . . . . . . . . . .3 GATHERING ADMINISTRATIVE INFORMATION. . . . . . . . . . . . . . . . . .4 DOWNLOADING THE SOFTWARE . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 UNPACKING THE SOFTWARE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 CONFIGURING YOUR DATABASE . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 DATABASE INITIALIZATION PARAMETERS . . . . . . . . . . . . . . . . . .6 DATABASE CHARACTER SET . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 ORACLE TABLESPACES AND USERS . . . . . . . . . . . . . . . . . . . . . .6 CONFIRMING YOUR PRE-INSTALLATION STEPS. . . . . . . . . . . . . . . .8
INSTALLATION AND CONFIGURATION . . . . . . . . . . . . . . . . . 9

CONFIGURING ORACLE WEBLOGIC SERVER . . . . . . . . . . . . . . . . . .9 MODIFYING SERVER START PARAMETERS . . . . . . . . . . . . . . . . .9 CREATING THE SABRIX TAX DATA SOURCE . . . . . . . . . . . . . . .13 CREATING THE SABRIX AUDIT DATA SOURCE . . . . . . . . . . . . .24 STARTING SERVERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32 DEPLOYING THE APPLICATION . . . . . . . . . . . . . . . . . . . . . . . . . .33 RUNNING THE IMPLEMENTER. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40 INSTALLING CONTENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41 IMPORTING CONTENT INTO DETERMINATION . . . . . . . . . . . . .41 CREATING AND CONFIGURING A COMPANY . . . . . . . . . . . . . . .42 TESTING YOUR INSTALLATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43 PERFORMING ADDITIONAL CONFIGURATIONS . . . . . . . . . . . . . . .44
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TABLE OF CONTENTS
INTRODUCTION
The ONESOURCE Indirect Tax Determination 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 Determination software is designed to optimize performance, reliability, interoperability, manageability, and security. This document describes the procedures for performing a fresh installation and is intended for those persons responsible for Determination installation and system configuration.
WHAT IS ONESOURCE INDIRECT TAX?

Thomson Reuters Tax & Accounting has created a new global business unit, ONESOURCE Indirect Tax to help multinational companies effectively and efficiently comply with the growing complexity of indirect tax requirements around the world. As part of our overall rebranding effort, the products that make up the Sabrix Application Suite have been renamed. The Sabrix Solution is now ONESOURCE Indirect Tax Determination, or Determination for short. In this guide, we use this new name to refer to the product. Future releases will be incorporating our new naming convention throughout the user interface. With this release, however, much of the user interface has not been updated with the new names. Therefore, this guide refers to what you will actually see on your screen. Examples are: Sabrix Solution Login Sabrix Config Sabrix Data Interchange As these names are changed in a future release, we will update the guide to refer to the new names.
Old Name
Sabrix Application Suite Sabrix Solution SabrixReports Sabrix Integration Sabrix Tax Data Professional Services
New Name
ONESOURCE Indirect Tax Global Software Suite ONESOURCE Indirect Tax Determination ONESOURCE Indirect Tax Reporting ONESOURCE Indirect Tax Integration ONESOURCE Indirect Tax Content ONESOURCE Indirect Tax Consulting Services
ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0
INTRODUCTION HOW THIS BOOK IS ORGANIZED
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 ONESOURCE Indirect Tax Determination installation. Chapter 2, INSTALLATION AND CONFIGURATION (page 9), explains how to configure the application server, install the Determination software, and test basic features.
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
Courier text indicates command-line input/output. Indicates important text that should be carefully reviewed before proceeding.
Indicates suggestions or additional, detailed information.
PRE-INSTALLATION CONFIGURATION
The following steps must be taken before you attempt to install and configure ONESOURCE Indirect Tax Determination (formerly the Sabrix Solution). By performing these tasks and verifying their successful completion, you will ensure a smooth installation. REVIEWING SYSTEM REQUIREMENTS GATHERING ADMINISTRATIVE INFORMATION (page 4) DOWNLOADING THE SOFTWARE (page 4) UNPACKING THE SOFTWARE (page 5) CONFIGURING YOUR DATABASE (page 6) CONFIRMING YOUR PRE-INSTALLATION STEPS (page 8)
REVIEWING SYSTEM REQUIREMENTS

ONESOURCE Indirect Tax Determination has prerequisites in these areas: Computer Hardware Operating System Database Application Server To confirm that you are using supported components for Determination, please see the following documents in the Knowledge Base: Platform Support Guide: https://customer.sabrix.com/cgi-bin/sabrix.cfg/php/enduser/std_adp.php?p_faqid=527 End of Product Service Notice Update: https://customer.sabrix.com/cgi-bin/sabrix.cfg/php/enduser/std_adp.php?p_faqid=679
The guide that you are reading only describes how to install the most current application servers supported in Determination 5.3.0.0. To see these version numbers, consult the Platform Support Guide.
PRE-INSTALLATION CONFIGURATION GATHERING ADMINISTRATIVE INFORMATION
GATHERING ADMINISTRATIVE INFORMATION

To install the Determination software, you need to gather certain administrative information. Before you begin the installation, add your values to the table below: Resources Type
Customer Center Credentials Oracle RDBMS Server Name and Service Name Administration Credentials for Oracle Database Administration Console URL of the Oracle WebLogic Application Server Administration Credentials for the Oracle WebLogic Application Server Name of the Server Hosting Oracle WebLogic and the Port for the Determination Software
Where to Find
Obtain from Customer Support. See your Oracle DBA. See your Oracle DBA for sys account access. See your application server administrator. See your application server administrator. These are used to build the URL for the Determination software. See your application server administrator.
Your Value(s)
DOWNLOADING THE SOFTWARE

Software installation and Content files, including complete user documentation, are located on Customer Center (https://customercenter.sabrix.com/sabrixcc). To download the installation files: 1. Enter the Customer Center entering the Username and Password assigned by Customer Support. 2. The Downloads page that appears after you log on lists the products for which you are licensed. This product list includes Determination, Reporting, and one or more versions of Content (Sabrix Canada Content, Sabrix INTL Content, and Sabrix US Content). 3. For Determination, select None for Current Installed Version. 4. Click Download and save this file to a directory on the system hosting Determination or to a networked folder that can be accessed by that system. 5. Download the Content master files if this is a fresh installation of Determination. For each type of Content (INTL, Canada, or US), select 5.4.0.0 / G for Platform and None for Current Installed Version. 6. Click Download for each type of Content file, saving the files to a directory similar to the one you used in step 4.
PRE-INSTALLATION CONFIGURATION UNPACKING THE SOFTWARE
Do not unzip your Content files. You will load these into Determination as zipped files.
UNPACKING THE SOFTWARE

The ONESOURCEIDTDetermination_5400.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 Determination 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 Determination 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.
PRE-INSTALLATION CONFIGURATION CONFIGURING YOUR DATABASE
CONFIGURING YOUR DATABASE

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

Set the appropriate database initialization parameters for Determination. 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 Determination. 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, we do not recommend this for 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 as SYS or SYSDBA. 4. Execute the following setup script:
@OracleDBSetup.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 Determination datafile directory (without a trailing separator). The default shown 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.
PRE-INSTALLATION CONFIGURATION CONFIGURING YOUR DATABASE
7. Enter values for the Tax and, optionally, the Audit schemas. To accept the defaults (sbxtax and sbxaud are 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 the value of 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 is 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 is 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 the value of default. Messages appear as the user(s) are created.
PRE-INSTALLATION CONFIGURATION CONFIRMING YOUR PRE-INSTALLATION STEPS
CONFIRMING YOUR PRE-INSTALLATION STEPS

Before moving on to the next chapter to install the Determination software, 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 software (page 4). Performed database configuration (page 4). Please contact Customer Support after reviewing this list to verify that no software updates, such as security patches, have been released since this guide was published.
INSTALLATION AND CONFIGURATION
To install and configure ONESOURCE Indirect Tax Determination (formerly the Sabrix Solution), you will complete the steps in the following sections: CONFIGURING ORACLE WEBLOGIC SERVER RUNNING THE IMPLEMENTER (page 40) INSTALLING CONTENT (page 41) TESTING YOUR INSTALLATION (page 43) PERFORMING ADDITIONAL CONFIGURATIONS (page 44)
CONFIGURING ORACLE WEBLOGIC SERVER

Before you proceed to the following tasks, ensure that you have installed and started Oracle WebLogic Server according to Oracles instructions. Once WebLogic is ready for Determination configuration, complete the following: Modifying server start parameters Creating the Sabrix tax data source (page 13) Creating the Sabrix audit data source (page 24) Starting servers (page 32) Deploying the application (page 33)
MODIFYING SERVER START PARAMETERS

Modify the server start parameters for your domain by editing the file setDomainEnv. 1. Find this file in the bin directory below your domain directory under user_projects. 2. Using a text editor, open either setDomainEnv.sh for UNIX/Linux or setDomainEnv.cmd for Microsoft Windows.
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INSTALLATION AND CONFIGURATION CONFIGURING ORACLE WEBLOGIC SERVER
3. Find the lines for the heap setting that look similar to the following: UNIX/Linux (setDomainEnv.sh)
if [ "${JAVA_VENDOR}" = "Sun" WLS_MEM_ARGS_64BIT="-Xms256m export WLS_MEM_ARGS_64BIT WLS_MEM_ARGS_32BIT="-Xms256m export WLS_MEM_ARGS_32BIT else WLS_MEM_ARGS_64BIT="-Xms512m export WLS_MEM_ARGS_64BIT WLS_MEM_ARGS_32BIT="-Xms512m export WLS_MEM_ARGS_32BIT fi ] ; then -Xmx512m" -Xmx512m"
-Xmx512m" -Xmx512m"
Microsoft Windows (setDomainEnv.cmd)

if "%JAVA_VENDOR%"=="Sun" ( set WLS_MEM_ARGS_64BIT=-Xms256m set WLS_MEM_ARGS_32BIT=-Xms256m else ( set WLS_MEM_ARGS_64BIT=-Xms512m set WLS_MEM_ARGS_32BIT=-Xms512m )
-Xmx512m -Xmx512m -Xmx512m -Xmx512m
4. Change or add the text that is in bold italics.

The -server option is only included in the Sun JVM sections.
UNIX/Linux (example from setDomainEnv.sh):

if [ "${JAVA_VENDOR}" = "Sun" ] ; then WLS_MEM_ARGS_64BIT="-Xms1024m -Xmx1536m -XX:MaxPermSize=512m \ -Djava.awt.headless=true \ -Djavax.xml.soap.MessageFactory= \ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl \ -server" export WLS_MEM_ARGS_64BIT WLS_MEM_ARGS_32BIT="-Xms1024m -Xmx1536m -XX:MaxPermSize=512m \ -Djava.awt.headless=true \ -Djavax.xml.soap.MessageFactory= \ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl \ -server" export WLS_MEM_ARGS_32BIT
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else WLS_MEM_ARGS_64BIT="-Xms1024m -Xmx1536m \ -Djava.awt.headless=true \ -Djavax.xml.soap.MessageFactory= \ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl" export WLS_MEM_ARGS_64BIT WLS_MEM_ARGS_32BIT="-Xms1024m -Xmx1536m \ -Djava.awt.headless=true \ -Djavax.xml.soap.MessageFactory= \ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl" export WLS_MEM_ARGS_32BIT fi
Microsoft Windows (example from setDomainEnv.cmd):

if "%JAVA_VENDOR%"=="Sun" ( set WLS_MEM_ARGS_64BIT=-Xms1024m -Xmx1536m -XX:MaxPermSize=512m ^ -Djava.awt.headless=true ^ -Djavax.xml.soap.MessageFactory= ^ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl ^ -server set WLS_MEM_ARGS_32BIT=-Xms1024m -Xmx1536m -XX:MaxPermSize=512m ^ -Djava.awt.headless=true ^ -Djavax.xml.soap.MessageFactory= ^ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl ^ -server else ( set WLS_MEM_ARGS_64BIT=-Xms1024m -Xmx1536m ^ -Djava.awt.headless=true ^ -Djavax.xml.soap.MessageFactory= ^ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl set WLS_MEM_ARGS_32BIT=-Xms1024m -Xmx1536m ^ -Djava.awt.headless=true ^ -Djavax.xml.soap.MessageFactory= ^ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl )
NOTE: If you have difficulty importing Content later in the installation, you may need to increase the maximum heap value (-Xmx).
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5. If you plan to run Determination in several instances of the application server on the same server, add the parameter -DBASE_SABRIX_DIRECTORY to ensure that each instance logs to its own directory. If you are only running one instance of the application server, you can skip this step and set the parameter in Determination on the Sabrix Config page (see the Determination Help for further details). See the example below for the format of this parameter (remove the carets and the example before adding your own drive and directory): UNIX/Linux (example from setDomainEnv.sh):
if [ "${JAVA_VENDOR}" = "Sun" ] ; then WLS_MEM_ARGS_64BIT="-Xms1024m -Xmx1536m -XX:MaxPermSize=512m \ -Djava.awt.headless=true \ -Djavax.xml.soap.MessageFactory= \ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl -server \ -DBASE_SABRIX_DIRECTORY=<enter_your_directory_path_here>" export WLS_MEM_ARGS_64BIT WLS_MEM_ARGS_32BIT="-Xms1024m -Xmx1536m -XX:MaxPermSize=512m \ -Djava.awt.headless=true \ -Djavax.xml.soap.MessageFactory= \ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl -server \ -DBASE_SABRIX_DIRECTORY=<enter_your_directory_path_here>" export WLS_MEM_ARGS_32BIT else WLS_MEM_ARGS_64BIT="-Xms1024m -Xmx1536m \ -Djava.awt.headless=true \ -Djavax.xml.soap.MessageFactory= \ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl -DBASE_SABRIX_DIRECTORY=<enter_your_directory_path_here>" export WLS_MEM_ARGS_64BIT WLS_MEM_ARGS_32BIT="-Xms1024m -Xmx1536m \ -Djava.awt.headless=true \ -Djavax.xml.soap.MessageFactory= \ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl -DBASE_SABRIX_DIRECTORY=<enter_your_directory_path_here>" export WLS_MEM_ARGS_32BIT fi
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Microsoft Windows (example from setDomainEnv.cmd):

if "%JAVA_VENDOR%"=="Sun" ( set WLS_MEM_ARGS_64BIT=-Xms1024m -Xmx1536m -XX:MaxPermSize=512m ^ -Djava.awt.headless=true ^ -Djavax.xml.soap.MessageFactory= ^ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl ^ -server ^ -DBASE_SABRIX_DIRECTORY=<enter_your_directory_path_here> set WLS_MEM_ARGS_32BIT=-Xms1024m -Xmx1536m -XX:MaxPermSize=512m ^ -Djava.awt.headless=true ^ -Djavax.xml.soap.MessageFactory= ^ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl ^ -server ^ -DBASE_SABRIX_DIRECTORY=<enter_your_directory_path_here> else ( set WLS_MEM_ARGS_64BIT=-Xms1024m -Xmx1536m ^ -Djava.awt.headless=true ^ -Djavax.xml.soap.MessageFactory= ^ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl ^ -DBASE_SABRIX_DIRECTORY=<enter_your_directory_path_here> set WLS_MEM_ARGS_32BIT=-Xms1024m -Xmx1536m ^ -Djava.awt.headless=true ^ -Djavax.xml.soap.MessageFactory= ^ com.sun.xml.messaging.saaj.soap.ver1_1.SOAPMessageFactory1_1Impl ^ -DBASE_SABRIX_DIRECTORY=<enter_your_directory_path_here>
6. Save and close the file.
CREATING THE SABRIX TAX DATA SOURCE

The following instructions are for users who are not automatically acquiring lock and activate changes. If you are automatically acquiring these, then ignore the instructions about locking. 1. Click Lock & Edit in the Change Center of the Administration Console. 2. In the Domain Structure section, click Services > Data Sources.
14
3. In the right-hand pane click New > Generic Data Source.
15
4. Complete the fields using the table below as a guide and click Next.
Prompt
Name JNDI Name Database Type
Value
Sabrix Tax Data Source sabrix.TaxDataSource Oracle
16
5. Select the Database Driver *Oracles Driver (Thin) for Instance connections; Versions:9.0.1 and later and click Next.
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6. Uncheck Supports Global Transactions and click Next.
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Prompt
Database Name
Value
The Oracle Service Name (Replace the example of orcl with your value)
Host Name
The system on which the database resides (Replace the example of localhost with your value) The port number for database requests (by default, 1521)
Port
19
Prompt
Database User Name Password Confirm Password
Value
sbxtax Enter the password for sbxtax Confirm the password for sbxtax
8. Click Test Configuration. If you receive the message Connection test succeeded, then click Next. If this test fails, confirm that your values are correct.
20
9. Choose the target for the tax data source. Depending on your WebLogic environment, this will either be a server or a cluster. Click Finish.
21
10.Click Sabrix Tax Data Source.
22
11. On the Settings for Sabrix Tax Data Source page, click the Connection Pool tab. Using the table below as a guide, set the following values.
Parameter
Initial Capacity Maximum Capacity Capacity Increment
Value
4 32 4
12.Click Save and then Activate Changes in the Change Center.

The following steps are optional. They ensure a robust connection but at a slight performance cost. You may want to try running without the Testing configurations enabled, then modify your configuration later if necessary.
23
13.In the Connection Pool tab, scroll to the bottom and click Advanced. 14.Check the Test Connections On Reserve check box.
15.Click Save followed by Activate Changes in the Change Center.
24
CREATING THE SABRIX AUDIT DATA SOURCE

The following instructions are for users who are not automatically acquiring lock and activate changes. If you are automatically acquiring these, then ignore the instructions about locking. 1. Click Lock & Edit in the Change Center of the WebLogic Server Administration Console. 2. Return to Services > Data Sources in the Domain Structure section. 3. After clicking Lock & Edit, click New > Generic Data Source in the right-hand pane.
25
Prompt
Name JNDI Name Database Type
Value
Sabrix Audit Data Source sabrix.AuditDataSource Oracle
26
5. Select the Database Driver *Oracles Driver (Thin) for Instance connections; Versions:9.0.1 and later and click Next.
27
6. Uncheck Supports Global Transactions and click Next.
28
29
Prompt
Database Name
Value
The Oracle Service Name (Replace the example of orcl with your value)
Host Name
The system on which the database resides (Replace the example of localhost with your value)
Port Database Username Password Confirm Password
The port number for database requests (by default, 1521) sbxaud Enter the password for sbxaud Confirm the password for sbxaud
8. Click Test Configuration. If you receive the message Connection test succeeded, then click Next. If this test fails, confirm that your values are correct.
30
9. Choose the target for the audit data source. Depending on your WebLogic environment, this will either be a server or a cluster.
10.Click Finish which returns you to Summary of JDBC Data Sources. 11.Click Sabrix Audit Data Source.
31
12.On the Settings for Sabrix Audit Data Source page, click the Connection Pool tab. Using the table below as a guide, set the following values.
Parameter
Initial Capacity Maximum Capacity Capacity Increment
Value
4 32 4
13.Click Save and then Activate Changes in the Change Center.

The following steps are optional. They ensure a robust connection but at a slight performance cost. You may want to try running without the Testing configurations enabled, then modify your configuration later if necessary.
32
14.Click Lock & Edit and navigate to Sabrix Audit Data Source > Connection Pool. 15.Click the Advanced link at the bottom of the page. 16.Check the Test Connections On Reserve check box.
17.Click Save followed by Activate Changes in the Change Center.
STARTING SERVERS
Start your server or managed servers by doing the following: 1. In Domain Structure, click Environment > Servers. 2. Click the Control tab. 3. Click the checkbox for your server (or managed server).
4. Click Start. 5. If you have other managed servers to start, repeat these steps for each.
33
DEPLOYING THE APPLICATION

The Determination application is contained in the sabrix.ear file, which is in the root directory of the installation zip file you downloaded and extracted earlier. Complete these steps to deploy the application: 1. In the Domain Structure, click Deployments and then Lock & Edit in Change Center. 2. Click Install.
34
3. Enter the path to your sabrix.ear file (in the Path example below, the Microsoft Windows example shows C:\Determination--your value will be different). Click Next.
35
4. Select Install this deployment as an application and click Next.
36
5. On the Select deployment targets page, choose the server or cluster to which you want to deploy and click Next.
37
6. Accept the defaults on the Optional Settings page and click Next.
38
7. Review your choices under the Additional configuration and Summary sections. Click Finish.
8. Click Save and then in the Change Center click Activate Changes. 9. Navigate to Deployments in the Domain Structure and click Lock & Edit in the Change Center.
39
10.Select the checkbox next to the Sabrix application and click Start > Servicing all requests (your WebLogic servers must be running).
Once you deploy the application and your servers are running, you can test your configuration by accessing http://<localhost>:<port>/sabrix/install (replace <app_server> with the name of your application server and <port> with the port number). You should see a logon page for the Implementer as described in the following section.
40
INSTALLATION AND CONFIGURATION RUNNING THE IMPLEMENTER
RUNNING THE IMPLEMENTER

Once you have configured your application server and deployed the sabrix.ear file, you can run the 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 replace <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 Customer Support: Problem(s) encountered during implementation! Check the installation messages for more information.
INSTALLATION AND CONFIGURATION INSTALLING CONTENT
41
INSTALLING CONTENT
Installing Content is a two-step process that includes: Importing files into Determination. Creating your company and linking it to the imported Content.
IMPORTING CONTENT INTO DETERMINATION

You downloaded the Content file(s) at the beginning of this installation process. You now need to import the files into Determination using the Sabrix Data Interchange.
Do not unzip your Content files. You will load these into Determination 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 replace <port> with the port number). 2. Log on to Determination 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 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 windoweven 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 Content, you will need to perform monthly Content updates to keep your data current. You can automate all or part of the update process. For more information, see the Sabrix Data Interchange topic in Help.
42
INSTALLATION AND CONFIGURATION INSTALLING CONTENT
CREATING AND CONFIGURING A COMPANY

To use the newly downloaded and imported Content, you must create and initially configure a company in the Determination software. To create and configure a company: 1. Log on to Determination 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 Determination 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 Help topic Working with Companies).
INSTALLATION AND CONFIGURATION TESTING YOUR INSTALLATION
43
TESTING YOUR INSTALLATION

After you install Determination and create a basic company, you can test it using the Workbench in the Tax Control Panel: 1. Log on to Determination as the dba user. 2. Select the company you previously created from the Company selector in the upper righthand 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 Determination software. These tools can be extremely helpful if you need to debug the integration software that connects your source system with Determination. See the Programmer Guide for more details.
44
INSTALLATION AND CONFIGURATION PERFORMING ADDITIONAL CONFIGURATIONS
To quickly test Determinations 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.
PERFORMING ADDITIONAL CONFIGURATIONS

Once you verify that ONESOURCE Indirect Tax Determination is running, you may need to complete some post-installation tasks: Connecting your Determination instance to your business source system using integration software. Contact your implementation partner for assistance. Securing your Determination installation. See the Determination Help topic Security Measures. Enabling additional cluster nodes if you are using more than one instance of Determination. See the Determination Help topic Sabrix Config (ENABLE_SERVER_COMMUNICATION parameter). 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 Help topic Sabrix Config. Setting up users to access Determination. This might include tax professionals, tax clerks, and Determination administrators. See the Help topic Edit Users. Completing the Company configuration you began in the section Creating and Configuring a Determination Company. See the Help topic Working With Companies. Installing and configuring Utility Reports and ONESOURCE Indirect Tax Reporting. See the Help topic Running Reports. Reviewing the application messages spreadsheet contained in the Determination distribution zip file. This Excel spreadsheet contains a list of all Informational, Warning, and Severe messages that could be returned by Determination.

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ONESOURCE INDIRECT TAX DETERMINATION

INSTALLATION AND CONFIGURATION . . . . . . . . . . . . . . . . . 9

WHAT IS ONESOURCE INDIRECT TAX?

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

INTRODUCTION HOW THIS BOOK IS ORGANIZED

HOW THIS BOOK IS ORGANIZED

Indicates suggestions or additional, detailed information.

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

REVIEWING SYSTEM REQUIREMENTS

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

PRE-INSTALLATION CONFIGURATION GATHERING ADMINISTRATIVE INFORMATION

GATHERING ADMINISTRATIVE INFORMATION

DOWNLOADING THE SOFTWARE

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

PRE-INSTALLATION CONFIGURATION UNPACKING THE SOFTWARE

UNPACKING THE SOFTWARE

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

PRE-INSTALLATION CONFIGURATION CONFIGURING YOUR DATABASE

CONFIGURING YOUR DATABASE

DATABASE INITIALIZATION PARAMETERS

DATABASE CHARACTER SET

ORACLE TABLESPACES AND USERS

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

PRE-INSTALLATION CONFIGURATION CONFIGURING YOUR DATABASE

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

PRE-INSTALLATION CONFIGURATION CONFIRMING YOUR PRE-INSTALLATION STEPS

CONFIRMING YOUR PRE-INSTALLATION STEPS

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

INSTALLATION AND CONFIGURATION

CONFIGURING ORACLE WEBLOGIC SERVER

MODIFYING SERVER START PARAMETERS

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

INSTALLATION AND CONFIGURATION CONFIGURING ORACLE WEBLOGIC SERVER

Microsoft Windows (setDomainEnv.cmd)

-Xmx512m -Xmx512m -Xmx512m -Xmx512m

4. Change or add the text that is in bold italics.

UNIX/Linux (example from setDomainEnv.sh):

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

INSTALLATION AND CONFIGURATION CONFIGURING ORACLE WEBLOGIC SERVER

Microsoft Windows (example from setDomainEnv.cmd):

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

INSTALLATION AND CONFIGURATION CONFIGURING ORACLE WEBLOGIC SERVER

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

INSTALLATION AND CONFIGURATION CONFIGURING ORACLE WEBLOGIC SERVER

Microsoft Windows (example from setDomainEnv.cmd):

6. Save and close the file.

CREATING THE SABRIX TAX DATA SOURCE

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

INSTALLATION AND CONFIGURATION CONFIGURING ORACLE WEBLOGIC SERVER

3. In the right-hand pane click New > Generic Data Source.

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

INSTALLATION AND CONFIGURATION CONFIGURING ORACLE WEBLOGIC SERVER

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

INSTALLATION AND CONFIGURATION CONFIGURING ORACLE WEBLOGIC SERVER

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

INSTALLATION AND CONFIGURATION CONFIGURING ORACLE WEBLOGIC SERVER

6. Uncheck Supports Global Transactions and click Next.

ONESOURCE INDIRECT TAX DETERMINATION INSTALLATION GUIDE - VERSION 5.4.0.0

INSTALLATION AND CONFIGURATION CONFIGURING ORACLE WEBLOGIC SERVER