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Disclosure Management 10.1 – Initial Configuration

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After the initial installation (see Installing SAP Disclosure Management 10.1), we need to configure a few basic items to get the application running.

1. Login with the user that was created during the installation

Add the details (email, name) and change the password

2. Save this, you should now have access to this page

System configuration

1. Select the “Administration” tab. Option “System Configuration”

On the tab “E-mail”, configure the email server (and account used). Emails are used in the workflow

2. Miscellaneous tab

Here you define some display options (company, name, description) that are shown in the browser tabs

Also configure the root folder of the web-service.

Note: sometimes this option only works with IP-address or FQDN (if the DNS cannot be resolved)

3. Landscape tab

Define the Application server, with the server-name and port

(in example below, DSM101, 80)

4. Verify logs

Check that the application server is correctly defined, by going to the option “Administration”, “Logs”, “Log files Application server”

Note: the logs are physically stored in C:\inetpub\wwwroot\SAP\SAP Disclosure Management\Logs\AppServer (on the application server)

See also: How to configure log files in version 10.1

Plugins

Disclosure Management uses a number of plugins for document conversion and rendering (e.g. PDF creation, XBRL preview, Excel-to-PDF etc.)

These plugins are .dll files that are uploaded into the application and subsequently registered.

It is important to have the plugins that match the application version (so, there are SP-specific plugins)

You can download the plugins from SMP (http://service.sap.com) and which ones are needed depends on your business needs.

1. Download the plugin (they are zipped in an archive)

2. On the “Administration”, “Plugins” option

Browse to the downloaded file (use the .zip directly, there is no need to unzip the files)

3. Upload file

4. Register

Click register and answer ‘yes’

5. Result – the plugins are registered

Repeat these steps for all required plugins.There are currently 12 plugins

  • DM E-BILANZ PLUGIN 10.1
  • DM EXCEL TO PDF PLUGIN 10.1
  • DM REPORTING PLUGINS 10.1
  • EU XBRL CONS. VAL. PLUGIN 10.1
  • EU XBRL EXCEL PREV PLUGIN 10.1
  • EU XBRL VALIDATION PLUGIN 10.1
  • EU XBRL WEB PREV PLUGIN 10.1
  • UK HMRC IXBRL CREAT. PLG 10.1
  • US SEC CALC TRACE PLUGIN 10.1
  • US SEC PREVIEW PLUGIN 10.1
  • US SEC VALIDATION PLUGIN 10.1
  • US SEC XBRL CREATION PLG 10.1
  • EU XBRL CREAT. PLG DM

User

1. Go to “Administration”, “Users”

Edit the “Admin” user

2. In the Roles tab

Select all the pre-defined roles

3. Result

User now has access to all functions (Report, Monitoring, Settings, XBRL Factory, Transport, and Administration)

With this is in place, you have completed the initial configuration and can continue functional setup (define users, periods, reports etc.)

Advanced settings

Changing DB connection

If you need to change the database that Disclose Management uses (or the user/password needs to be changed), please follow this procedure.

1. Configuration file

The connection details are stored in

C:\inetpub\wwwroot\SAP\SAP Disclosure Management\bin\cundus.enterpriseReporting.Services.dll.config

2. Open the file with an (XML) editor

The section <connectionStrings> contains the connection details (but is encrypted)

3. Highlight the section as per below and delete it

4. Add back the > in <connectionStrings>

5. Add the connection string

<add connectionString="Data Source=SQLServerName;Initial Catalog=DMDatabaseName;Integrated Security=False; User Id=DMDatabaseUser; Password=DMDatabaseInitial1;MultipleActiveResultSets=True" name="enterpriseReporting" providerName="System.Data.SqlClient"></add>

Use the following:

  1. Data Source=SQLServerName --> name of SQL Server
  2. Initial Catalog=DMDatabaseName --> name of DM database
  3. User Id=DMDatabaseUser --> SQL user who has access to DB
  4. Password=DMDatabaseInitial1 --> SQL user’s password

6. Save the file

7. Restart the DM website

After restart, the connection string will be encrypted again, and DM will now connect to the new DB

Change user in DB

If you are locked out of the application and do not remember the password that was used in the initial installation, you can use the following to change the password

1. Open MS SQL Management Studio

Run the following SQL (if the name was still “Admin” you can use the 1st, if the name was changed, use the 2nd)



update Security.Users

set password='/fRdD/EnzjCZPOhV1G0N/A==', IsActive='True'

where login ='Admin'

update Security.Users

set password='/fRdD/EnzjCZPOhV1G0N/A==', IsActive='True'

where UserId=1

After this, you can login with password  = super (all lowercase)