How to install Fiscal Reporting?

Installing Fiscal Reporting is quick and easy; all you need to do is make a few simple settings. However, we strongly recommend that you review the software and hardware requirements before beginning the installation.

You can then log in, change passwords, and back up your data.

Requirements

The following hardware and software requirements must be met in order to run Fiscal Reporting:

Software Requirements:

The operating system versions on which PFR can run must support the.NET 4.0. Framework. For more information, please refer to the support article.

Minimum Hardware Requirements:

• 1.4 GHz x86/x64 processor (2.0 GHz or higher recommended);;
• 1 GB of RAM for 32-bit OS or 2 GB of RAM for 64-bit OS (2 GB or higher recommended for 32-bit OS and 3 GB or higher for 64-bit OS);
• 6 GB of free disk space;
• DVD drive (only for installation using a physical DVD);
• Minimum screen resolution of 1024x768;
• Network card for Internet access.

Installing Fiscal Reporting

The installation of the Fiscal Reporting product follows the same procedure as for ERP modules, that is, through a setup process.

To install PFR, follow these steps:

1. Select the installation Language;
2. Specify the licensing terms using the text of the license agreement;
3. Accept the terms of the agreement;
4. Specify the User Name and the Company Name, and indicate whether the product will be installed for any user on the workstation or only for the Administrator;
5. Select the destination location for the product files;
6. Specify the folder where the PFR will be accessible, such as: Start | Programs;
7. Indicate which packages you want to install. This step is very important because the connectors will be configured based on the packages you select, as well as the selected models/countries. For example, if Fiscal Reporting connects to the ERP, Connector 10 must be selected. However, if the station also has a v9 installation, the connector for that version can also be selected, since more than one connector can be selected in the installation, as they are independent, just like the versions. Regarding markets, when selecting the Portugal package, you can choose to install all the models you want or just a few;
8. Click Next;
9. Click Install;
10. The installation process ensures that all connection settings between the ERP and the product are configured. You should verify that the installation is completed successfully.

Authenticate access

User authentication in PFR is performed by entering a login and password. The login can be created by the Administrator or imported from the ERP system, provided that companies and users have been imported.

To log in to the application, follow these steps:

1. Access Fiscal Reporting;
2. Check whether you are prompted to enter a password (recommended);
3. The system verifies the user's existence and their profile (previously defined in the Administrator area, under the Users and User Permissions options);
4. Verify that the application is displayed in the language set for the user and that, after selecting the criteria for viewing the returns, only those companies for which the user has access permissions are displayed.

The system allows you to choose between the traditional authentication service (using a specific login and password) and the hybrid service (Windows authentication and/or traditional authentication service).

Although you don't need to enter your password when Windows login is active, you still need to confirm your login.

Change password

For centralized password management, changes to this security mechanism are made in the ERP system for users who have the ERP User option enabled. Please note that the password used to access PFR is the same as the one used for the ERP system.

You should only change the password in PFR if this option is not available in the ERP.

For users who are not an ERP User, the password associated with their login can be easily changed in Fiscal Reporting.

To change your password, follow these steps:

1. On the PFR start screen, select Change password;
2. Verify that a window appears where you must enter the following information:
   - Previous password;
   - New password;
   - Confirm new password;
3. Click Save.

If three failed login attempts are made, that login will be disabled and can only be reactivated by an Administrator in Administrator | Users.

Backing up data

When PFR is used together with the ERP, you can take advantage of a range of features offered by the Platform, including:

• Create Maintenance Plans;
• Perform and Restore Backups;
• Reorganize and Compact the Database;
• Manage Indexes;
• Configure Database Properties;
• Within Files.

To access these features, go to Other Databases in the Administrator and select the PFR database. You can also configure the properties of this module by going to Applications | Fiscal Reporting.

Import and Generate Magnetic Files

PFR uses XSLT transformations powered by the Altova engine in the processes for importing and generating magnetic files. This component is included because the .NET XSLT transformation engines only support version 1.0 of XSLT, whereas this component supports version 2.0, which offers better performance. Therefore, if PFR does not detect the component installed, it will display an error message when attempting to import or generate a magnetic file.

The PFR setup freely distributes Altova XML 2009 (an XSLT 2.0 transformation engine). It installs silently and includes its own setup file (distributed in the <installation_folder>\PRIMAVERA\PFR100\Apl folder, “AltovaXML2009.exe”) for possible reinstallation.

Another option is to copy the DLL Altova.AltovaXML.dll from the C:\Program Files (x86)\Altova\AltovaXML2012 folder to the C:\Program Files (x86)\PRIMAVERA\PFR800\Apl folder.

To avoid issues with generating magnetic files, the PFR platform includes the option to generate magnetic files using Saxon (for Java) via the command line. This means there are two ways to generate magnetic files:

• Altova (default);
• Saxon (/MSAXON parameter).