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
1. Under the Module View tab, select the Munis System folder under General
2. Go to Data Access and select the Limited level for Reporting View Access
3. Click Accept

Once these steps have been completed, please create a case with TSM SaaS for connection strings info

Browser not supported