Install and Configure Tax Navigator Software and Database

 NOTE: 

- The Tax Navigator Database has a PRODUCTION instance running on the Brighton.vcu.edu server and a test instance running on Keystone.vcu.edu .

 - Even though Tax Navigator will work with either server, Payroll uses a shared SQL database folder to assign and release software keys and other shared data.

          - The database is located in: \\HR\Share\HRData\TaxNavSQL

          - Also in this database is a Download folder.  It stores the latest installer packages for Tax Navigator updates.

          - When updating the client apps, the database will also need to be updated.  Once the database is updated, all other existing clients will need to be updated as well.

I.  FRESH INSTALL

     A. Download then run the most recent installer from \\HR\Share\HRData\TaxNavSQL\Download to local drive.

          1. Begin Install Wizard, and Click "Next"

          2. For User and Company name, enter user's EID and Virginia Commonwealth University. Click "Next".

          3. There will be a prompt to Install TaxNav SQL to C:\ProgramFiles(x86)\Windstar\Tax Navigator. Keep this location in mind to edit a configuration file in this location.  Click "Next". 

          4. There will be a field for a shared folder.  The default location is C:\\Windstat.  Leave as default.  Click "Next". 

          5. Choose typical install.  Click "Next". 

          6. There will be a field for a Program Folder name.  Leave the default "International Tax Navigator".  Click "Next".

          7. Verify all choices are correct.  If needed, use "Back" button to edit any fields.  When done or if all fields are correct, click "Next".

          8. If not already installed, the installer will  Microsoft System CLR Types for SQL Server 2017.  Completing installation may require administrator privileges.

          9. If not already installed, the installer will install required .Net framework.  Completing installation may require administrator privileges.

          10. All installs are complete.  Click "Finish"

II.  POST-INSTALL SETUP

     A. There will be a Tax Navigator folder shortcut on the Desktop folder. Open the folder and select the "Tools" subfolder.

          1. In the "Tools" subfolder, open Keyless License Manager. Click on the "Update" tab, then "Update License Information" button.  Paste the license key found here. Close Keyless License Manager.

     B. Go to the file located at C:\ProgramData\Thomson\TRITNCommon.ini . 

          1. Right-click file and select "Properties".   Click on the "Security" tab, then click "Edit" button (administrator privileges are needed). Add the logged in user account and grant "Modify" permissions.  Apply changes and click "Okay". 

          2. Open TRITNCommon.ini file in Notepad.  Go to the line "Database Path" and edit the path to:                                                                                        \\rams.adp.vcu.edu\HR\Share\HRData\TaxNavSQL . Save file and close Notepad.

     C. Go back to Keyless License Manager.  Click on "Keys" tab.  Assign yourself a key.  If needed, release an existing key, then assign to yourself. Close Keyless License Manager.

          1. Please note, only four softkeys can be assigned at any given time.  If you need to add users, or make any edits to the database, you'll need a softkey.  

     D.  In the "Tools" subfolder, open "SQL Database Configuration" (you'll need a softkey for this).

          1. The settings for the PRODUCTION server are:

               a. SQL server name: brighton.vcu.edu

               b. Tax Navigator Database: ITNClient0018_PROD

               c. Common database: ITNCommon

               d. Authentication: SQL Server Authentication

          2. The settings for the TEST server are:

               a. SQL server name: keystone.vcu.edu

               b. Tax Navigator Database: ITNClient0018_TEST

               c. Common database: ITNCommon

               d. Authentication: SQL Server Authentication