User creation for SQL access (cloud admin administrator access needed) - Open Google Chrome or other modern web browser
- Navigate to https://muniscloud.tylertech.com (Client in VMC) or https://muniscloud.tylerhost.net (Client in AWS)
- Sign-in with your CloudAdmin account
- Click on User Account Management > Create User
- Create a user for PatternStream
- Check User needs a SQL reporting account (near the bottom right of the page)
- Confirm account and Click Create User
Generate data for PatternStream (Requires Access to System Administration Tyler Menu) - Sign-in to Enterprise ERP (Munis)
- Navigate to System Administration > Miscellaneous Administration > System Update
- Click Define Update Options
- In Utility / Program ID type in: bgbudtbk
- Click Run System Update
- In Budget Book Configuration, Click Update
- Input Projection number and other level settings
- Click Accept
Provide Reporting access to General Ledger (Requires Access to System Administration Tyler Menu) - Sign-in to Enterprise ERP (Munis)
- Navigate to System Administration > Security > User Attributes
- Click Add and enter the PatternStream user information used in CloudAdmin
- Click Accept
- Go to Roles
- Under the Module View tab, select the Munis System folder under General
- Go to Data Access and select the Limited level for Reporting View Access
- Click Accept
Once these steps have been completed, please create a case with TSM SaaS for further configuration of SQL access for PatternStream Userconnection strings info |