Kofax TotalAgility AP Automation - Manual (Page 10)

Deployment
10 Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide
Deployment
Extract the Zip
Extract the KofaxTotalAgilityAccountsPayable zip to a folder on the destination machine's
root drive. This location will be referred to as <Extract Location> throughout this document.
Deploy the Custom Database
1 Manually create a database called AP_Solution with default settings or run
<Extract
Location>\KTA\Database\Create_Database.sql
.
2 Create the DB objects by running
<Extract Location>\Database\RunSQL.bat
.
a Ensure .bat server is the SQL instance required (currently localhost).
b Run as Administrator.
This will run all the scripts in folders in alphabetical order.
3 If using Azure, do the following:
a Create the database as needed.
b Configure the connection to the database. See Deploy the TotalAgility Components >
Server Variables for further details.
4 If using AX Extract to database:
a From Start > SQL Server Configuration Manager.
b Select Protocols for MSSQLSERVER.
c Enable TCP/IP.
DB Login and User will be installed using the bat.
d Within the properties of the user, check the “db_owner” for both Schemas owned by
this user and Database Role membership.
Deploy KSMS
Set Up ODBC
1 The ODBC login is created on AP_Solution when deploying the custom database.
2 Create the ODBC System DSN:
a Name: AccountsPayable.
b Server: SQL Server localhost.
c Select SQL Server authentication.
▪ Login = ODBCKSMSLogin