Installing the Making Tax Digital Utility (HMRC Only)

EA customer care will provide a MakingTaxDigital.[version].zip file containing the following folders and files:

apiextensions

dbcomponents

eaddins

reports

MakingTaxDigitalAddinGuide

In preparation for installing the Making Tax Digital add-in utility, do the following:

Extract the MakingTaxDigital.[version].zip file's contents to a temporary location on your e-automate client server.

Copy the files from the apiextensions folder into the e-automate\web\bin folder on your e-automate client server.
Note: If a prompt displays indicating the destination folder contains any files with the same names, select the option to replace the files in the destination folder.

From the dbcomponents folder, copy the Making Tax Digital folder into the e-automate\sql\CompanyDb\_components folder on your e-automate client server.
Note: If your e-automate\sql\CompanyDb folder does not contain a _components folder, then create the folder and copy the Making Tax Digital folder into that folder.

Copy the files from the eaddins folder into the e-automate\Addins folder on your e-automate client machine(s).
Note: For server-and-client installations, the default location of this folder is: C:\Program Files (x86)\ECI\e-automate\Addins. If you did not install the e-automate client in the default location, navigate to the location where you installed e-automate and locate the AddIns directory. For per-user, client-only installations, the default location is: C:\Users\MyUserName\AppData\Local\ECI\e-automate\Addins (where MyUserName is the name of the Windows user account from which you are accessing e-automate). This folder location may be hidden by default. To access a hidden folder, see Unhide Files and Folders in Windows.

Install the Making Tax Digital database component as follows:

Log in to e-admin.

From the list of companies, select the company for which you want to install this database component.

From the Company menu, select Maintenance > Database Components.... If you have your e-admin toolbar visible, you can use the drop-down menu on [Maintenance] and select Database Components.... You can also use the right-click menu and select Maintenance > Database Components....

The system displays the Enter Admin Password window.



In the Admin password for [Company ID] field, enter your admin password.

Click [OK]. If the system verifies your admin password for the company you selected, the system displays the Database Components window.


 

Select the Making Tax Digital row.
Note: If you do not see a Making Tax Digital row, return to the "Copying Installation Files" section of this topic.

Click the [Install] button. The system displays the Backup Database Location window. Prior to installing a database component, e-admin requires a backup of the database so that you can restore the backup if the database component installation does not complete as expected.


 

Enter a name for this backup in the File name field.
Note: Your backup name must be unique.

E-admin always displays the last navigated path in the Backup location field. If you want to browse your network for a different backup location, click [(...)] to open the Browse for Backup File... window.
Select the backup location you want to use and click [OK] to return to the Backup database location window. The filename you selected displays in the File name field.

Click [OK]. If you opted to use a file name that has already been used in e-admin, e-admin notifies you that you cannot use the file name identified. Enter a different name.

After the database is backed up, the system attempts to install the database component.

If the installation is successful, the system displays the message, "Installation complete." Click [OK] to acknowledge the message. When you click [OK], the system removes the Yes from the Updates column, updates the Installed Version column to the new version (e.g., 0.1.2), and clears the Available Version column. If the Database Components window lists additional database components to install, return to Step 5 above if you want to install the additional components.
Note: As long as the Database Components window remains open, the system will not prompt you to create a new backup each time you install a new component; if you close this window, you will be prompted to create a new backup the next time you open this window, select a component, and click [Install]. For this reason, you may want to keep this window open until you have finished updating database components (or until an error occurs).

If the installation is not successful, the system displays an Unexpected Error Information window. Review the Description field.

If the Description field reports only that one or more exceptions occurred, then the system was able to restore the backup you created before trying to install the update; you do not need to manually restore your database.

If the Description field—in addition to reporting that one or more exceptions occurred—includes a NOTICE letting you know you need to manually restore your backup, then the system was not able to automatically restore your backup. You need to restore your backup manually, and the NOTICE lists the name of the backup you created prior to trying to install the update. For information on restoring a backup, see the Restoring a Database topic.
Note: If an error occurs and a database backup is restored, automatically or manually, you will need to re-install any database components you installed after you created the backup.

To have the system check for additional updates, click [Refresh].
Note: If e-automate Customer Care instructs you to copy an additional file with updates to your system while the Database Components window is still open, you can copy the file and then click the [Refresh] button to have the system locate and display the additional updates.

To restart DGServer, do the following:

In the Windows Type here to search field on your e-automate client server, enter Services.msc to locate the Services app.

Open the Services app to display the Services window.

Locate and select the DGServer service.

Click the Restart link to restart the DGServer service.