Install OneStop Reporting Cloud Agent

OneStop Reporting Cloud Agent

A Cloud Agent enables OneStop Reporting to retrieve data from Visma Business databases. It is an application installed on a server within the local domain.

Installing the Agent

The agent installation program can be downloaded here: Cloud Agent.

1. Run the installation program.
2. Choose the file path where you want to install the agent.
   • Note that the closer the Cloud Agent is to the database server, the faster the connection will be.
   • It is recommended to install the agent on a machine that can remain on at all times.
3. Click Install. The management screen for OneStop Reporting Cloud Agent will open in your browser http://localhost:5002.

Adding a Data Source

In the OneStop Reporting Cloud Agent Administration, click on “Add data source”.

NOTE: You can access the Visma Cloud Agent Administration at any time to add or modify data sources from http://localhost:5002.

• In the Server Name field, enter the name of the SQL Server.
• In the Database field, enter the name of the Visma Business system database, typically called vbsys.
• Under Authentication, select either SQL Server Authentication or Windows Authentication.
  • If you choose SQL Server Authentication, you must specify a Login and Password.

NOTE: The specified account must have read access to the Visma Business system database and all Visma Business client databases you want to access.

NOTE: If you are using Windows Authentication, the account running the Cloud Agent service must have access to the databases on the SQL server. The OneStop Reporting Cloud Agent service is by default set up to run with a local system account. However, this can be changed to another account.

• In the File access field: Here you must enter the file path to the area where the records are stored, and the user with whom the cloud agent runs (login point 4) must have at least read access to the area where the files are located. Multiple areas can be entered here.
• In the Name field, enter a name for this data source.
• Click Save. You will now receive a Pairing Key. Copy this key and use it when configuring the data connection in OneStop Reporting.