Using Wolters Kluwer Financial Services Administration

This procedure explains the process for using Wolters Kluwer Financial Services Administration to do the following:

  • Login to Wolters Kluwer Financial Services Administration
  • Configure STS
    Note: Verify that you have created a self-signed or official certificate before configuring STS.
  • Create your account
  • Create your organization
  • Add users
  • Assign roles
Note: You must configure the Transforms.xml file located in the STS-InstallTransformKit folder and have created and installed STS and Wolters Kluwer Financial Services Administration. See Configuring Transforms.xml and creating Admin/STS installer for detailed information.
  1. Log into Wolters Kluwer Financial Services Administration; the URL of Admin is based off the server location specified in the Transforms.xml file.
    For example: <Property Id="AdminHostName" Value+"localhost"/>
  2. On the Account page, create your account; enter your Account Name and Customer Number (these are required fields). Select Document Generation Services in the Licensed Products section. Click Save.
  3. On the Organizations page, create your organization. Repeat this step to create multiple organizations.
  4. On the Users page, add your user(s); enter the Username and confirm. Selecting Service Account in the User Status section results in the password never expiring.
  5. If selecting Suppress Emails in the User Status section, the account administrator will create the username and password for each user.
  6. In the Roles section, verify Manage Document Generation Services and Manage Libraries are selected. These roles are recommended for account administrators.
    Note: The Manage Document Generation Services role allows account administrators to manage users and access Administration. The Manage Libraries role allows account administrators to create aliases.
  7. On the User Information page, complete all required fields; note that completing the challenge questions is optional. Click Save.