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 that is installed on a server in the local domain.

Installing the Agent

The agent installer can be downloaded here: Cloud Agent

1. Run the installer.
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 be left running all the time.
3. Click Install. The administration screen for OneStop Reporting Cloud Agent opens in your browser at http://localhost:5002.

Adding a Data Source

In 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, choose SQL Server Authentication or Windows Authentication.
  • If you choose SQL Server Authentication, you must specify Login Name 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 use 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 vouchers are stored, and the user that the cloud agent authenticates with 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.