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Clarity 0JIInstallation Guide Version 6.5
C L A R I T Y s y s t e m s
Clarity FSR Installation Guide
Version 6.5
2nd Edition
Microsoft is a registered trademark. Microsoft SQL Server, Office, Excel, Word, Internet Explorer, FrontPage, Query, Windowsand Windows NT are trademarks of Microsoft Corporation. Adobe Acrobat and Adobe Acrobat Reader are registered trademarksof Adobe Systems Incorporated. All other brand and product names are registered trademarks of their respective holders.
No portion of this manual may be reproduced or transmitted in any form by any means, electronic or mechanical, including pho-tocopying, recording, or using within information storage and retrieval systems, for any purpose other than the purchaser’s per-sonal use without express written permission of Clarity Systems.
Notice: The information contained in this document is subject to change without notice. Clarity Systems shall not be liable forerrors contained herein or consequential damages in connection with the furnishing, performance or use of this material.
Clarity Systems Limited2 Sheppard Avenue EastSuite 800Toronto, ONCanadaM2N 5Y7
1-877-410-50701-416-250-5500www.claritysystems.comPrinted in Canada09/2009
Copyright © 2009 Clarity Systems Limited. All rights reserved.
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TABLE OF CONTENTS
0 Product Overview 1
About Clarity 6 1
Clarity Budgeting and Planning 2
Clarity Forecasting 2
Clarity Reporting 2
Clarity Consolidations 3
Clarity Scorecards 3
Clarity Analysis 3
Clarity Modeling 3
About Clarity FSR 4
Link Source Data to Report Data 4
Workflow 5
Internal Control 5
Audit Trail 5
Data Integration 5
XBRL 5
Output Options 5
Easy to Use 5
1 About This Documentation 7
About this Guide 7
Conventions and Terminology 7
Shortened Names and Acronyms 7
Naming Conventions 8
Additional Reading 9
2 Installation Overview 11
Clarity FSR Network Topology 11
Clarity FSR Installation Process 12
3 Software Requirements 13
FSR Client - End User Requirements 13
4 Database Installation 15
4
FSR Database Server Prerequisites 15
Create an Empty Database in SQL Server 15
MS-SQL Server 2000 15
MS-SQL Server 2005 16
Starting the FSR Database Installation Program 18
Running the FSR Database Installation Wizard 18
5 Client Installations 23
FSR Client Prerequisites 23
Starting the FSR Client Installation Program 23
Running the Clarity FSR Client Installation Wizard 23
6 Web Service Setup 29
Installing Web Service 29
Running the FSR Web Service Setup 29
Modifying the Web Service Configuration File 32
7 Post-Installation Task 35
Starting FSR from a Client Machine 35
8 Optional Post-Installation Tasks 37
Activating XBRL, XET, and TMS (FERC) 37
Setting Macros Security for HFM 38
0 Product Overview
About Clarity 6
Clarity 6 is a single-integrated application that offers the flexibility, security, and controlneeded to make more informed business decisions, meet compliance requirements andensure better corporate responsibility through its highly feature-rich environment.
With Clarity 6, there are no modules or add-ons required to perform the necessaryperformance management processes and functions. Budgeting, forecasting, planning,reporting, consolidations, scorecards, analysis, modeling and more – all in a single, web-based and Excel-compatible application that utilizes existing databases and financial models.
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0 PRODUCT OVERVIEW
Clarity 6 is the only performance management application that supports multiple industrystandard OLAP databases, and it supports multiple industry-standard relational databases aswell. This ability to simultaneously interact with both relational and multi-dimensionalOLAP databases means that Clarity leverages your existing investment in databasetechnology, and connects directly to those databases currently in your environment.
As a web-based application, Clarity provides accessibility and visibility across theorganization while easing deployment and maintenance tasks.
Clarity Budgeting and Planning
Budgeting and Planning with Clarity allows for control over the accuracy, completeness,and timeliness of an enterprise-wide budgeting process. Clarity easily facilitates budgetpreparation at any level of granularity.
Features include:
• Excel look and feel on the web.
• Secure centralized database.
• Collaboration with several or thousands of planners contributing numbers.
• Ease of use allows for input of data via a template online or uploading aspreadsheet; allocation of data across periods and adjusting of data by a percentage.
• Top-down or bottom-up planning.
• Human Resource and Capital planning is built-in.
• Quick access to line item details.
• Ease of deployment.
• Workflow allows for close monitoring of the budget cycle.
Clarity Forecasting
Forecasting with Clarity allows for quick reactions to the rapidly changing competitivelandscape. As drivers change, the impact on financial results can be obtained very quicklywith Clarity.
Features include:
• Excel look and feel on the web.
• Secure centralized database.
• Multiple versions.
• Rolling forecasts.
• Spreading patterns.
• Advanced business rules and modeling capabilities.
Clarity Reporting
Reporting with Clarity allows for the distribution of reports to management on a scheduledbasis with a choice of output format.
Features include:
• Choice of output format.
• Books of reports.
• Ad-hoc reporting.
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0 PRODUCT OVERVIEW
• Advanced hierarchy and template/report security controls access to data.
• Ease of distribution.
Clarity Consolidations
Financial consolidations with Clarity allows for the consolidation of financial results quicklyand accurately while keeping in compliance with international accounting and regulatorystandards.
Features include:
• Import of data from multiple source systems.
• Foreign currency translation.
• Inter-company eliminations.
• Journal entries.
• Consolidation methods.
• Alternate hierarchies.
Clarity Scorecards
Clarity Scorecards help align tactics with corporate strategies; communicate companyobjectives, and monitor performance against targets.
Features include:
• Focus on priorities.
• Insight into your organization.
• Multiple indicators at a glance.
• Access to detail.
Clarity Analysis
Analysis with Clarity helps make accurate, meaningful, and timely decisions. The intuitiveweb interface provides information in a clear, presentable and highly graphical format.
Features include:
• Easy to use template building wizard.
• Powerful graphics with Clarity Visualizer.
• Drill down to underlying transactions or into more detailed reports.
• Zoom-in and zoom-out.
• Traffic lighting to identify values that exceed, meet or fall below a specifiedthreshold.
• Cell notes and row notes to embed explanations.
• Point of view selection to quickly slice and dice data.
Clarity Modeling
Modeling with Clarity provides the ability to adjust various financial and non-financialparameters to determine the impact of these changes on the overall financial results of theorganization.
Features include:
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0 PRODUCT OVERVIEW
• Flexible business rules.
• Parameter-based calculations.
• Multiple versions.
• Alternate scenarios to compare the results.
• Goal seeking.
About Clarity FSR
Clarity FSR (Financial Statement Reporting) provides a comprehensive solution to anyorganization's external reporting requirements by automating the creation of the annualreport, 10K, 10Q, board book, MD&A, plus many other statutory or regulatory filing.Clarity FSR provides a collaborative environment where many contributors can participatein the creation of the external document, within a secure environment, with a tight audit trailand with a seamless connection to source data. With Clarity FSR organizations are able toproduce external financial documents more efficiently, with more controls and in compliancewith Sarbanes-Oxley, Basel II and other related legislation.
The key features of Clarity FSR include:
Link Source Data to Report Data
Every number in the final report links directly back to a single data source ensuring thatthere are no conflicting numbers anywhere in the report. And changes to that source numberautomatically cascade through the report.
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0 PRODUCT OVERVIEW
Workflow
A workflow process within Clarity FSR tracks the status of each section of the document,with due dates and responsibility assignments. With workflow, the administrator can easilysee the status of each section of the document, which sections are overdue and who isresponsible for each section.
Internal Control
Clarity FSR provides a comprehensive set of internal controls to ensure that the proper stepsare being followed in the creation, submission and approval of each section in the document.
Audit Trail
Clarity FSR provides a comprehensive audit trail - tracking each change to the document.With the Clarity FSR audit trail, users can easily compare any two versions of the documentto see what was changed, who changed it, and when it was changed.
Data Integration
Clarity FSR provides an easy-to-use method to pull data from a variety of data sourcesincluding: the leading ERP systems, the leading financial consolidation applications,relational databases, OLAP databases and Excel. Databases supported by Clarity FSRinclude: Oracle, SQL Server, DB2, Essbase, MS-FRx, MS-Analysis Services and SAP.
XBRL
XBRL is becoming a requirement for financial reporting all over the world, which is whyClarity FSR includes powerful built-in XBRL functionality. Clarity FSR users can easily tagfinancial data and commentary once and have it automatically flow to future reports. Userscan extend the company-specific taxonomy using the Taxonomy Designer. And the XBRLViewer lets users view the final XBRL report. All of this is delivered with the full audit trailand workflow functionality included in Clarity FSR.
Output Options
Clarity FSR supports a wide variety of output options including: Word, Excel, PDF, AdobeInDesign, QuarkXPress 7, XBRL (with any taxonomy) and "Edgar-ready" documents (forfiling to the SEC).
Easy to Use
Clarity FSR provides a user interface that leverages all of the formatting capabilities of Wordand all of the calculation abilities of Excel.
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1 About This Documentation
About this GuideThis guide provides all the information needed to configure and administer the Clarity 6web-based integrated applications.
Conventions and TerminologyThis guide uses standard Microsoft naming conventions and terminology to describe theClarity 6 web-based graphical user interface.
Shortened Names and AcronymsThe following table lists the shortened names or acronyms commonly used in this guide.
Full Name Shortened Name or Acronym
Clarity 6 Clarity
Clarity Application Server Application Server
Clarity Consolidations Consolidations
Clarity Cube Manager Cube Manager or CM
Clarity Financial Services Reporting FSR
Clarity Security Services CSS
Clarity Template Builder Template Builder
Clarity Visualizer Visualizer
Clarity Visualizer Report Builder Visualizer Builder
Clarity Web Interface Web Interface
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1 ABOUT THIS DOCUMENTATION
Clarity Web Server Web Server
Database Administrator DBA
Essbase Spreadsheet Add-In Spreadsheet Add-In
Graphical User Interface GUI
Hyperion Essbase Essbase
Hyperion Essbase Integration Services Hyperion EIS or EIS
IBM DB2 OLAP OLAP
Inter-company I/C
Internet Information Services IIS
Microsoft MS
Microsoft Analysis Services MSAS
Microsoft Excel Excel
Microsoft Internet Explorer Internet Explorer or IE
Microsoft SQL Server 2000 SQL Server 2000
Microsoft SQL Server 2005 SQL Server 2005
On-line Analytical Processing OLAP
Single Sign-On SSO
Structured Query Language SQL
Uniform Resource Locator URL
Visual Basic VB
Visual Basic Script VBS
Naming ConventionsThe following naming conventions are used throughout this guide:
• Bold text indicates items such as keys, buttons and menu commands that requireyou to press, click or select. For example, click OK means to click the left-mousebutton once on the OK button.
• Bold text is also used to highlight the names of dialog boxes, tabs, fields, and otherinterface elements.
• Notes provide important information such as warnings, tips, or consequences of anaction.
• Generally Clarity Reports are referred to as ‘templates’ as there is no structuraldifference when building a Clarity Template or Clarity Report. When exceptionsoccur, references will be made to ‘reports’.
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1 ABOUT THIS DOCUMENTATION
Additional ReadingThe following guides are available for Clarity 6:
• Clarity Server Administration Guide
• Clarity Server Installation Guide (including Template Builder)
• Clarity FSR Administration Guide
• Clarity FSR Installation Guide
• Clarity Consolidation Administration Guide
• Clarity Cube Manager Administration Guide
• Clarity Template Builder Administration Guide
• Clarity Visualizer Administration Guide
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2 Installation Overview
Clarity FSR provides a comprehensive solution to an organization’s external reportingrequirements by automating the creation of the annual report, 10K, 10Q, board book, plusany other statutory or regulatory filing.
FSR enables an administrator to create a report, and then delegate the work to end users andmonitor their progress prior to publishing the final report. Clarity FSR leverages the powerof OLAP and relational databases.
Note: For support information on third party OLAP and relational database serverapplications, such as Hyperion Essbase and Microsoft SQL Server, please consult thedocumentation provided by the software manufacturer. FSR documentation does not detailaspects of these components beyond the minimal definitions required to perform specificFSR configuration tasks.
This document is intended to help guide you through the installation and configuration ofClarity FSR. It contains an overview of the high-level architecture, prerequisites, andinstallation steps. It is organized in sequential order, and therefore each section should beread and followed in succession to ensure that the Clarity FSR installation is a successfulone.
Clarity FSR Network TopologyEnd users use the FSR client interface to work with reports and access financial data fromvarious sources. The FSR client communicates with data sources (ex. relational or Excelfiles) via the FSR Database Server. OLAP data can be retrieved via the FSR Database, ordirectly from an OLAP database environment.
Clarity FSR uses server processes in order to co-ordinate communication from an end userclient to the database environment. Other components include administrator and end userclient machines, and existing ERP systems.
Note: There is no “write-back” from the Database Server to the data source.
The following illustrates Clarity FSR’s high-level technical architecture:
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2 INSTALLATION OVERVIEW
For a relational database environment, the Web Service can optionally be used to provide aSystem Account to the FSR client for authentication. This is useful when you do not want togive client accounts direct access to the database.
Clarity FSR Installation ProcessThe Clarity FSR installation CD provides you with all of the required elements tosuccessfully install and implement the FSR solution. Clarity FSR consists of a databaseserver and at least one client installation.
The following installations compose the Clarity FSR software solution:
• FSR Database Server installation
• FSR Client installation
• Optional: Web Service installation
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3 Software Requirements
FSR Client - End User RequirementsPlatform: Windows 2000 SP2 or higher, Windows XP, or Windows 2003
• Microsoft Office 2000/ XP/ 2003, with MS-Word and Excel installed. MS Officeneeds the latest service pack installed.
• TCP/IP connectivity to the FSR Database Server (MS-SQL).
• 40 Mb of free disk space
• .NET Framework 2.0 with .NET 2.0 SP1
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4 Database Installation
FSR Database is contained in a separate installation program. In order to use FSR, theinstallation of FSR Database is mandatory.
FSR Database Server PrerequisitesThe following prerequisites must be met before installing the FSR database:
• MS-SQL Server 2000 or higher
Note:
You must create an empty SQL Server database prior to FSR installation.
If you are installing both a Production and a Demo database, you will need to create twoseparate empty databases prior to running the database server installation program.
Create an Empty Database in SQL Server
MS-SQL Server 2000
To create a new empty database, perform the following steps:
1. Launch the SQL Server Enterprise Manager. The SQL Server Enterprise Managerconsole appears:
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4 DATABASE INSTALLATION
2. Expand the Console Root hierarchy to view the list of local Databases:
3. Right-click on Databases, and choose New Database. The Database Propertiesdialog appears:
• Enter a unique database Name that is not currently in use (ex. Clarity FSR) withinSQL Server.
4. Click OK. The database is created.
5. To close Enterprise Manager, choose File > Exit.
MS-SQL Server 2005
Note: For the user credentials used to create the new database, administrator access to SQLServer is required, with permissions to create a new database.
To create a new empty database, perform the following steps:
1. Launch the SQL Server Management Studio application. The Connect to Serverdialog appears:
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4 DATABASE INSTALLATION
• For Server Type, select Analysis Services from the dropdown menu.
• For Server Name, select the server you want to create a new database for.
2. Click Connect. The SQL Server Management Studio window appears:
3. Right-click on Databases, and choose New Database. The New Database dialogappears:
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4 DATABASE INSTALLATION
• Enter a unique database Database name that is not currently in use (ex. ClarityFSR, or FSR) within SQL Server Management Studio.
4. Click OK. The new database is created.
5. To close SQL Server Management Studio, choose File > Exit.
Starting the FSR Database Installation ProgramUsing Windows Explorer, locate the installation program in the root folder of the installationCD (...\FSR Database Setup\Setup.exe). Double-click on this file to start the InstallationWizard.
Running the FSR Database Installation WizardNote: You can cancel the installation program at any time during the install process byclicking the Cancel button.
To install FSR Database:
1. The installation program prepares to install FSR Server. When it is finished loading, theClarity FSR Database dialog appears:
2. Click Next. The Specify Databases and FSR Administrator step appears:
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4 DATABASE INSTALLATION
Enter the Production Database name and an Administrator name. Also specify aname for the Demo Database if you intend to install it. The database names must havethe same names as the empty databases that were created specifically for FSR. Theadministrator name will be for the production database instance that you are installing to.
3. Click Next. The Select Installation Folder step appears:
4. Specify the folder path where the FSR database(s) will be installed. Click Browse andnavigate to a new folder path if you want to change the default Folder.
You can click Disk Cost to view the available disk space on all available drives towhich you can install the FSR application:
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4 DATABASE INSTALLATION
Choose the appropriate radio button to determine who will be able to use the FSR client:
• Everyone: select this option to install the application for anyone who uses themachine.
• Just me: select this option to restrict access to a single user only.
Note: It is highly recommended that you select Everyone unless there is a specific reasonwhy you cannot choose this option.
5. After viewing the Disk Cost, click OK to close the Clarity FSR Database Disk Spacedialog. Click Next. The Confirm Installation step appears:
6. Click Next. The installation wizard will install the FSR Server using the parameters thatyou have specified:
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4 DATABASE INSTALLATION
7. The installation wizard will notify that the installation is complete:
8. Click Close to exit the FSR installation wizard.
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5 Client Installations
The FSR client is a tool that provides a collaborative user environment, and should beinstalled on individual administrator and end user client machines.
Note: When upgrading to FSR 6.5, the old version of both the FSR web service and clientmust be completely uninstalled prior to reinstallation of the new version. You do not have touninstall the FSR database.
FSR Client PrerequisitesThe following prerequisites and software requirements must be met before installing FSRon an administrative client machine:
• Full installation of Word and Excel (2000 or higher)
• The latest service pack update for Microsoft Office (FSR leverages Wordfunctionality, and uses Microsoft’s document compare feature as part of Audit Trailfunctionality).
• .NET Framework 2.0 with .NET 2.0 SP1
• 40 Mb of free hard disk space
Starting the FSR Client Installation ProgramUsing Windows Explorer, locate the Setup.exe file in the root folder of the installation CD.Double-click the Setup.exe icon to start the Installation Wizard.
Note: If installing FSR client on Windows 2000 or Windows XP client machines, anothernotification dialog may appear advising to install .NET Framework 1.1 and then to restartthe client machine. However, if .NET Framework 1.1 is already installed on the clientmachine, then this notification will not appear.
Running the Clarity FSR Client Installation WizardBefore running the installation program, ensure that the machine on which you are installingthe software meets all the prerequisites outlined on the previous page and complies with all
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5 CLIENT INSTALLATIONS
software/hardware and pre-installation configuration parameters, as required.
Note: You can cancel the installation program at any time during the install process byclicking the Cancel button.
To install the Clarity FSR client:
1. The installation program prepares to install the FSR client. When it is finished loading, adialog appears prompting the administrator to continue by clicking Next:
2. The Specify Database and Web Service URL step appears:
• Enter a Database Server. The default server is (local).
• Enter a Database Name. The default name is FSR.
• If you are using web service, enter a valid URL in the Web Service URL field.
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5 CLIENT INSTALLATIONS
3. Click Next. The Select OLAP API step appears:
If FSR will be used to access an Essbase data source:
• Click on the Essbase 7.1.x radio button for any version of Essbase that is 7.1 orhigher.
• Click on the Essbase 9.3.x radio button for any version of Essbase that is 9.3 orhigher.
• If FSR will not be used to connect to an Essbase data source, click on the Noneradio button.
Note: The MSAS API is always deployed as part of the FSR installation.
4. Click Next. The Select Installation Folder step appears:
Specify the Folder path where the FSR client will be installed. Click Browse andnavigate to a new folder path if you want to change the default destination folder.
Choose the appropriate radio button to determine who will be able to use the FSR client:
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5 CLIENT INSTALLATIONS
• Everyone: select this option to install the application for anyone who uses themachine.
• Just me: select this option to restrict access to a single user only.
Note: It is highly recommended that you select Everyone unless there is a specific reasonwhy you cannot choose this option.
You can click Disk Cost to view the available disk space on all available drives towhich you can install the FSR client application:
5. Click Next to continue. The Confirm Installation step appears, indicating that theinstallation program is ready to begin:
6. Click Next. The install program runs and the FSR client application is installed in thefolder specified in Step 2:
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5 CLIENT INSTALLATIONS
When the software is installed, the Installation Complete step appears, informing you thatthe FSR client is installed and ready for use:
7. Click Close to exit the FSR Client installation program.
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6 Web Service Setup
Installing Web ServiceThe Web Service is an optional installation, to be used in the case where you want to use aService Account for authentication, instead of individual FSR user ID’s. The FSR WebService setup program is run on the application server, and can be run at any point duringthe overall FSR installation process.
FSR supports Active Directory.
Running the FSR Web Service SetupBefore running the installation program, ensure that the machine on which you are installingthe software meets all the prerequisites outlined on the previous page and complies with allsoftware/hardware and pre-installation configuration parameters, as required.
Note: You can cancel the installation program at any time during the install process byclicking the Cancel button.
To set up the FSR Web Service:
1. Using Windows Explorer, locate the Setup.exe file in the root folder of the installationCD. Double-click the Setup.exe icon to start the Installation Wizard.
2. The installation program prepares to set up the FSR web service. When it is finishedloading, a dialog appears prompting the administrator to continue by clicking Next:
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6 WEB SERVICE SETUP
The Select Installation Address step appears:
You can click Disk Cost to view the available disk space on all available drives towhich you can install the FSR application:
FSR will install the web service to the default web location. If required, you can modifythe FSR web service installation parameters:
• For Virtual Directory, the default is fsrwebservice.
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6 WEB SERVICE SETUP
• Select a different web Site location if required.
• For Application Pool, the default is DefaultAppPool.
3. Click Next. The Enter database connection information step appears:
Enter the following information:
• Server name that the client needs to access
• Database name that the client needs to access
• The user name and password for the Service Account.
Note: To provide user access to multiple databases (ex. Production and Demo databases),you will need to modify the configuration file. Otherwise, the user will not have the abilityto connect to more than the database name specified in 3. See “Modifying the Web ServiceConfiguration File” on page 32.
4. Click Next. The Confirmation Installation step appears:
5. Click Next. The set up process will begin:
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6 WEB SERVICE SETUP
6. When the software is installed, the Installation Complete step appears, informing youthat the FSR web service is installed and ready for use:
7. Click Close to end the installation process.
Modifying the Web Service Configuration FileIf there are multiple databases that the user can access, and you are using web service, thereis an additional step to configure web service. All databases that a user can access must bespecified in the FSR databases.config file.
To configure access to an additional database in the databases.config file, perform thefollowing steps:
1. Open Windows Explorer
2. Navigate to the fsrwebservice subfolder, installed by default to...\Inetpub\wwwroot\fsrwebservice.
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6 WEB SERVICE SETUP
3. In the fsrwebservice subfolder, right-click on the file and open databases.config fileusing Notepad or another text editor:
4. To modify the databases.config file to include multiple databases:
a) Copy the entire line of code that is found between <databases> and </databases>:
b) Paste the code:
c) Modify the code to reflect the additional database name, and the connection string:
• Ex. In the line of copied code, references to “FSR_10K” database are replacedwith the other (second) database “FSR_Test_Environment”.
5. Repeat for each additional database to be added.
6. Save the changes to the databases.config file, and close the file.
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7 Post-Installation Task
Starting FSR from a Client MachineOnce FSR has been installed and configured properly, end users are able to access theapplication via the client machine (provided their machine has the appropriate networkconnections to the FSR Server and Database).
Follow the procedure below to ensure that FSR is running correctly and that the end userscan connect:
1. On a remote client machine, open the FSR application via the Windows Start menu.
By default, the installation program installs FSR under the following Start menu path:Programs > Clarity Systems > Clarity FSR.
2. If the application is correctly installed, the login dialog will appear:
• Specify a valid Server and FSR Database name.
• FSR supports instances where Windows authentication is used to log into SQLServer. If a single point of sign on is being used to log in, simply click on the usingWindows authentication radio button.
• Log in via Web Service is also an option, but requires a valid Web address.
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7 POST-INSTALLATION TASK
• Enter the User ID and Password if Web Service or Windows authentication are notused.
• Enable the Automatically log in next time button to save the current login detailsand automatically log you in for the next session.
3. Click on the Log In button to sign in with the credentials specified.
4. If your connection is successful, FSR will list all existing reports in the Select Reportdialog:
5. Click on the existing report that you want to view, and click OK. The report will open.
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8 Optional Post-InstallationTasks
Depending upon the features being used in your instance of FSR, there are optionalconfiguration tasks that may need to be performed.
Activating XBRL, XET, and TMS (FERC)If you are using the following features in FSR, you will need a license key for each:
• XBRL
• XET
• TMS (FERC)
To activate these features, the license keys will need to be added to a table in SQL ServerManagement Studio.
Note: Administrator level access is required to add license keys to the database.
To add license keys, follow these steps:
1. Launch the SQL Server Management Studio application. The Connect to Serverdialog appears:
• For Server Type, select Database Engine from the dropdown menu.
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8 OPTIONAL POST-INSTALLATION TASKS
• For Server Name, select the name of the server where the FSR database resides.
2. Click Connect. The SQL Management Studio window appears:
3. Select the FSR database and expand the view. Expand the Tables folder and navigate todbo.TxVersion.
4. Right-click on dbo.TxVersion and select Open Table. The table opens in the interface:
5. Enter the licenses for each feature in this table:
• XBRL: enter license in the XBRLLic field
• TMS (FERC): enter the license in the FERCLic field
• XET: enter the license in the XETLic field
6. When are you finished entering the licenses, save the changes.
7. Exit the SQL Management Studio. You can now sign in and use the features in FSR.
Setting Macros Security for HFMIf your organization uses Hyperion Financial Management (HFM) with FSR, there aresome Excel settings that must be configured.
1. In Excel, choose Tools>Options>Security, and select Macro Security.
2. Set the Security level to Medium (or lower).
3. In the Trusted Publishers tab, enable the Trust access to Visual Basic Projectsetting.
4. Click OK to save the settings.
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Clarity Delivers the Whole Solution In addition to providing superior software, Clarity Systems has assembled a large Professional Services division – one of the largest in the industry – totally focused on Performance Management. This allows us to maintain the highest standards in every Clarity implementation and provide you with a “one-stop-shop” that delivers a complete Performance Management solution.
Clarity is the Performance Management Specialist Since 1995, Clarity Systems has been helping large and mid-market companies around the world manage their performance. Clarity Systems understands the challenges that companies face when coordinating a complex Performance Management project. This single-minded focus is why Clarity Systems is known as the Performance Management Specialist.
Global / North American Headquarters 2 Sheppard Avenue East, Suite 800 Toronto, Ontario, Canada M2N 5Y7 Toll free: 1.877.410.5070 Phone: 1.416.250.5500 Fax: 1.416.250.5533 Email: [email protected] European Headquarters 83 Victoria Street London SW1H 0HW, United Kingdom Phone: +44 (0) 203 1784038 Fax: +44 (0) 203 0086180 Email: [email protected] Asia-Pacific Region Penthouse Level, Suntec Tower Three 8 Temasek Boulevard, Singapore 038988 Phone: +65 6866 3613 Fax: +65 6866 3636 Email: [email protected]
Regional Sales Offices Atlanta Boston Chicago Dallas Denver Los Angeles Minneapolis New York City Philadelphia Portland San Francisco St. Louis Vancouver, Canada For information on a Sales Office near you call toll free: 1.877.410.5070
About Clarity Systems Clarity Systems delivers superior CPM software solutions, training, consulting, and advisory services for financial budgeting, planning, reporting, consolidation, and analytics to a large client base across North America and the United Kingdom. With a rich feature set, Clarity 6 is a unified application that offers the flexibility, security, and control needed to meet compliance requirements, make more informed business decisions, and ensure better corporate responsibility. Named as one of Profit’s 100 fastest growing companies in 2005 and a Branham 300 top 100 IT company, Clarity Systems continues to experience a large growth in revenue, expand its client base, and lead the industry as the CPM solutions’ specialist. For more information on Clarity, please visit our website at www.claritysystems.com or call us at 1-877-410-5070.
