Getting Started with Tally.ERP 9[1].pdf
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Getting Started with Tally.ERP 9
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The information contained in this document is current as of the date of publication and subject to change. Because Tally must respondto changing market conditions, it should not be interpreted to be a commitment on the part of Tally, and Tally cannot guarantee theaccuracy of any information presented after the date of publication. The information provided herein is general, not according to
individual circumstances, and is not intended to substitute for informed professional advice.
This document is for informational purposes only. TALLY MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THISDOCUMENT AND SHALL NOT BE LIABLE FOR LOSS OR DAMAGE OF WHATEVER NATURE, ARISING OUT OF, OR INCONNECTION WITH THE USE OF OR INABILITY TO USE THE CONTENT OF THIS PUBLICATION, AND/OR ANYCONDUCT UNDERTAKEN BY PLACING RELIANCE ON THE CONTENTS OF THIS PUBLICATION.
Complying with all applicable copyright and other intellectual property laws is the responsibility of the user. All rights includingcopyrights, rights of translation, etc., are vested exclusively with TALLY SOLUTIONS PRIVATE LIMITED. No part of this documentmay be reproduced, translated, revised, stored in, or introduced into a retrieval system, or transmitted in any form, by any means
(electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of TallySolutions Pvt. Ltd.
Tally may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in thisdocument. Except as expressly provided in any written licence agreement from Tally, the furnishing of this document does not give you
any licence to these patents, trademarks, copyrights, or other intellectual property.
2010 Tally Solutions Pvt. Ltd. All rights reserved.
Tally, Tally 9, Tally9, Tally.ERP, Tally.ERP 9, Shoper, Shoper 9, Shoper POS, Shoper HO, Shoper 9 POS, Shoper 9 HO,TallyDeveloper, Tally Developer, Tally.Developer 9, Tally.NET, Tally Development Environment, Tally Extender, Tally Integrator,Tally Integrated Network, Tally Service Partner, TallyAcademy & Power of Simplicity are either registered trademarks or trademarks ofTally Solutions Pvt. Ltd. in India and/or other countries. All other trademarks are properties of their respective owners.
Version: Getting Started with Tally.ERP 9/1.82/June 2010
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Contents
i
Content
WelcomePackage Content........................................................................................................................................1
Lesson 1: System Requirements
1.1 Hardware Requirements....................................................................................................................2
1.2 Operating System Requirements.......................................................................................................2
Lesson 2: Installing Tally.ERP 9 Silver
2.1 Installing Tally.ERP 9 Silver.............................................................................................................3
2.1.1 Method 1.....................................................................................................................................................3
2.1.2 Method 2.....................................................................................................................................................3
Lesson 3: Installing Tally.ERP 9 Gold
3.1 Installing Tally.ERP 9 - Gold............................................................................................................9
3.1.1 Method 1.....................................................................................................................................................9
3.1.2 Method 2.....................................................................................................................................................9
3.1.3 Common Procedure: Firewall on the License Server ..............................................................................17
3.1.4 Share the Data Folder ..............................................................................................................................18
3.2 Installing Tally.ERP 9 Gold - Client ...............................................................................................18
3.2.1 Method 1...................................................................................................................................................18
3.2.2 Method 2...................................................................................................................................................18
Lesson 4: Installing Tally.ERP 9 Auditors Edition
4.1 Installing Tally.ERP 9 - Gold..........................................................................................................21
4.1.1 Method 1...................................................................................................................................................21
4.1.2 Method 2...................................................................................................................................................21
4.1.3 Share the Data Folder ..............................................................................................................................29
4.2 Installing Tally.ERP 9 Gold - Client ...............................................................................................29
4.2.1 Method 1...................................................................................................................................................29
4.2.2 Method 2...................................................................................................................................................30
Lesson 5: Installing Tally.ERP 9 for Rental L icense2
5.1 Installing Tally.ERP 9 - Gold..........................................................................................................32
5.1.1 Method 1...................................................................................................................................................32
5.1.2 Method 2...................................................................................................................................................32
5.1.3 Common Procedure: Firewall on the License Server ..............................................................................37
5.1.4 Share the Data Folder ..............................................................................................................................38
5.2 Installing Tally.ERP 9 Gold - Client ...............................................................................................38
5.2.1 Method 1.................................................................................................................................................. 38
5.2.2 Method 2...................................................................................................................................................38
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Lesson 6: Installing Tally.ERP 9 in Silent Mode (for Advanced Users)
6.1 Record the Installation.....................................................................................................................41
6.2 Installing in Silent Mode..................................................................................................................43
Lesson 7: Launching Tally.ERP 9 .................................................................................................................44
Lesson 8: Activating Tally.ERP 9 Single Site
8.1 Introduction......................................................................................................................................45
8.2 Activating Tally.ERP 9....................................................................................................................45
8.2.1 Step 1: Activate Tally.ERP 9....................................................................................................................46
8.2.2 Step 2: Procedure to Unlock License File................................................................................................51
Lesson 9: Activating Tally.ERP 9 Multi Site
9.1 Introduction......................................................................................................................................54
9.2 Step1: Activate Tally.ERP 9............................................................................................................54
9.3 Step 2: Procedure to Unlock the License File..................................................................................59
Lesson 10: Licensing Resolution
10.1 Licensing Resolution.....................................................................................................................62
10.1.1 If you want to add this Serial Number to the same Account...................................................................62
10.1.2 If you want to provide new account id & retain the as the administrator......................63
Lesson 11: Configuring Tally.ERP 9
11.1 Data Configurations.......................................................................................................................6511.2 TDL Configuration........................................................................................................................66
11.2.1 Local TDLs .............................................................................................................................................67
11.2.2 Account TDLs.........................................................................................................................................69
11.2.3 Remote TDLs..........................................................................................................................................70
11.3 Advanced Configuration................................................................................................................70
11.4 Configure Existing License...........................................................................................................71
Lesson 12: Updating License
12.0.1 Steps for License Updation.....................................................................................................................73
Lesson 13: Surrendering License13.1 Surrendering License.....................................................................................................................74
Lesson 14: Reactivating Tally.ERP 9
14.1 Reactivate License.........................................................................................................................76
Lesson 15: Change Password
15.1 Change Password...........................................................................................................................79
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15.1.1 Password Rules.......................................................................................................................................79
Lesson 16: Reset License
16.1 Reset License.................................................................................................................................81
Lesson 17: Work in Educational Mode.......................................................................................................82
Lesson 18: Rental Licensing
18.1 Activate Rental License.................................................................................................................85
18.2 Buy Rental License........................................................................................................................87
18.2.1 Payment By Credit Card.........................................................................................................................89
18.2.2 Payment by TallyCurrency.....................................................................................................................89
18.3 Rental License Resolutions............................................................................................................91
18.3.1 To Install and Start License Server on this computer.............................................................................9218.3.2 Configure existing License Server..........................................................................................................93
18.3.3 Continue activation in Single User mode...............................................................................................93
18.3.4 Extend Rental License.............................................................................................................................94
18.3.5 Payment by Credit Card.........................................................................................................................95
18.3.6 Payment by Tally Currency....................................................................................................................96
18.4 Convert to Regular License...........................................................................................................97
18.4.1 Using the Regular License you have......................................................................................................99
18.5 Purchase a Regular License..........................................................................................................99
18.5.1 Purchase using Credit Card.................................................................................................................100
18.5.2 Purchase using Tally Currency............................................................................................................101
18.6 Changing the Product Edition......................................................................................................102
18.6.1 Change fromGold to Silver on a Standalone computer.......................................................................104
18.6.2 Change fromSilver to Gold on a Standalone computer.......................................................................104
18.6.3 Change fromGold to Silver on a Multi User Client.............................................................................105
18.6.4 Change fromSilver to Gold on a standalone computer to become a Multi User Client.....................105
Lesson 19: Tally Data Migration Tool ........................................................................................................ 106
Lesson 20: TallyAdmin Tool
20.1 Tally Admin Tool ........................................................................................................................107
Lesson 21: Migrating Secondary Files
21.1 Migration of TCP files to Tally.ERP 9 Format..........................................................................113
21.1.1 TCP Files..............................................................................................................................................113
21.1.2 Configuration File................................................................................................................................120
21.1.3 Encrypted files......................................................................................................................................123
21.1.4 Dictionary Files....................................................................................................................................124
21.1.5 Conversion of Tally 7.2 files to Tally.ERP 9 New Format.................................................................. 124
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Lesson 22: Introduction to Tally.NET
22.0.1 Tally.NET Features...............................................................................................................................125
Lesson 23: Configure & Connect to Tally.NET
23.1 Configuring Tally.NET................................................................................................................126
23.2 Connect Company to Tally.NET .................................................................................................128
23.3 Disconnect a Company from to Tally.NET.................................................................................128
Lesson 24: Create Tally.NET Users............................................................................................................. 130
Lesson 25: Create Security Controls for Tally.NET Users
25.1 Assign security permission to Tally.NET User...........................................................................134
25.2 Assign security permission to Tally.NET Auditor ......................................................................138
Lesson 26: Authorise Tally.NET Users
26.1 Authorise Tally.Net User.............................................................................................................141
Lesson 27: Remote Login
27.1 Login as Remote User..................................................................................................................143
Lesson 28: Quick Setup - Tally.NET
28.1 Procedure to Quick Setup for Tally.NET ....................................................................................148
28.1.1 Company Setup.....................................................................................................................................148
28.1.2 Connect Company.................................................................................................................................15328.1.3 Advanced Setup.....................................................................................................................................155
Lesson 29: Tally.ERP 9 Features
29.0.1 Accounting and Inventory Control Features........................................................................................165
Lesson 30: Uninstalling Tally.ERP 9
30.1 Uninstalling Tally.ERP 9.............................................................................................................168
30.2 Uninstalling License Server.........................................................................................................170
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1
Welcome
Congratulations and Welcome to the World ofTally.ERP 9.
With the launch of Tally.ERP 9, multiple features like built in Remote Access, Excise forManufacturers, Site Administration and Online Support have been included to suit businessrequirements across segments. TDS and Payroll have been fully revamped in line with therequirements of the market. Apart from these new features, Accounting , Inventory andStatutory & Taxation will continue to be an integral part of our flagship product Tally.ERP 9.
Getting Started with Tally.ERP 9will help you in installing and activating Tally.ERP 9. You willbe introduced to new features that facilitate easy maintaining of accounts in the language of yourchoice right away.
Once you start Tally.ERP 9, refer to the Online Help for a detailed explanation on the concepts,features, functions and how to use Tally.ERP 9 on a day-to-day basis, pressAl t+H to access theOnline Help available with Tally.ERP 9, once installed.
Package Content
The Tally.ERP 9 pack contains:
Tally.ERP 9 Program CD
Installation Guide for Tally.ERP 9
Serial and Key label on Installation Guide for Tally.ERP 9
Lets get started!
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Lesson 1: System Requirements
1.1 Hardware Requirements
1.2 Operating System Requirements
Microsoft Windows 98/ME/NT/2000/2003/XP/Vista.
To get the maximum benefit of the Concurrent multilingual capability ofTally.ERP 9, werecommend Windows XP and above.
Processor Intel Pentium IV and above or equivalent
Memory 256 MB RAMRecommended is 512 RAM MB or higher
Free Hard Disk Space 60MB Minimum (Excluding data)
Monitor Resolution 800 x 600
Recommended 1024 x 768 or higher
Increasing RAM could improve the performance ofTally.ERP 9.
The Tally.ERP 9License Servercan be installed on Windows NT/2000/2003/
XP/Vista operating systems only
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Lesson 2: Install ing Tally.ERP 9 Silver
The installer will assist you with the installation ofTally.ERP 9 on your computer. During the instal-lation you can accept the default path to install the program, configuration and language files orspecify a path of your choice.
2.1 Install ing Tally.ERP 9 Silver
You can install Tally.ERP 9 using any one of the following methods:
2.1.1 Method 1
Double click the INSTALL.EXE icon available on the CD.
Or
2.1.2 Method 2
Click START from Windows
SelectRUN
TYPE :\INSTALL
Press ENTER
Follow the instructions displayed on your screen to proceed with the Installation ofTally.ERP 9.
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Installing Tally.ERP 9 Silver
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1. The Tally.ERP 9 Setup Wizard is displayed as shown.
Figure 2.1 Tally.ERP 9 Setup Wizard
2. Click Next to continue with the installation.3. The Tally.ERP 9 Setup screen is displayed as shown.
Figure 2.2 Tally.ERP 9 Setup
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Installing Tally.ERP 9 Silver
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4. In Tally.ERP 9 Setup screen, you may accept the default directories or click on the buttonsprovided to change the path ofAppl ication Directory, Data Directory, Conf iguration Direc-tory, Language Directory orLicense Directory respectively. Appl ication Directory: Tally.ERP 9 program files reside in this directory.
Data Directory: Tally.ERP 9 data resides in this directory.
Configuration Directory: Tally.ERP 9 configuration file reside in this directory.
Language Directory: Tally.ERP 9 Language files (.dct) reside in this directory.In the License Details section
Use Local License File is selected by default.
License Directory:Tally.ERP 9 license file resides in this directory.
5. Click Next.
With Tally.ERP 9Silveryou do not have to install License Server.
To install Tally.ERP 9, you need to have administrator rights (to create, write,
update, modify and delete) the Application, Data, Configuration and Language
directory for Windows NT/ 2000/ XP/ 2003/ Vista operating systems.
Ensure that an earlier version ofTally.ERP 9 Silver is activated. Enter the path of
the license file in License Directory. This enables you to run multiple instances of
Tally.ERP 9 Silveron the same computer using a single license file.
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Installing Tally.ERP 9 Silver
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6. The Country/Language Selection screen is displayed as shown.
Figure 2.3 Country / Language Selection
7. In the Country/Language Selection screen, check Install Operating System LanguageSupport to install Tally.ERP 9 with multi-lingual support.
8. Click Install.
To use Tally.ERP 9 in English only, uncheck Install Operating Systems
Language Support.
In Country Selection choose India/SAARC, if you are residing in India or
SAARC countries, else choose Others
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Installing Tally.ERP 9 Silver
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9. The Setup Status screen is displayed as shown.
Figure 2.4 Setup Status
10.In case you are prompted for the language support files in the Files Needed screen, insertoperating systems CD in the drive or click Browse and select the i386 folder where therequired language support files reside on your computer.
11.Click OK to install Language Support.
Incase you click Cancel or do not have the operating system CD, the language
support will not be available
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The Tally.ERP 9 Installed Sucessfully screen is displayed as shown.
Figure 2.5 Tally.ERP 9 Installed Successfully
12.In the Tally.ERP 9 Installed Successful ly screen click Finish to complete Tally.ERP 9 setup.
You can double click the Tally.ERP 9 icon available on the desktop to start Tally.ERP 9.
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Lesson 3: Install ing Tally.ERP 9 Gold
The installer will assist you in the installation ofTally.ERP 9 and License Serveron one systemor on different systems.
3.1 Install ing Tally.ERP 9 - Gold
You can install Tally.ERP 9 using any one of the following methods:
3.1.1 Method 1
Double click the INSTALL.EXE icon available on the CD
Or
3.1.2 Method 2
Click START from Windows
SelectRUN
TYPE :\INSTALL
Press ENTER
Follow the instructions displayed on your screen to proceed with the Installation ofTally.ERP 9.
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1. The Tally.ERP 9 Setup Wizard is displayed as shown.
Figure 3.1 Tally.ERP 9 Setup Wizard
2. Click Next to continue with Installation. The Tally.ERP 9 Setup screen is displayed as shown.
Figure 3.2 Tally.ERP 9 Setup
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3. The Tally.ERP 9 Setup screen appears, in the Program section selectTally.ERP 9. InTally.ERP 9 Setup section you may accept the default directories or click on the buttonsprovided to change the path ofAppl ication Directory, Data Directory, Configuration
Directory orLanguage Directory respectively. Appl ication Directory: Tally.ERP 9 program files reside in this directory.
Data Directory: Tally.ERP 9 data resides in this directory.
Configuration Directory: Tally.ERP 9 configuration file reside in this directory.
Language Directory: Tally.ERP 9 Language files (.dct) reside in this directory.
In the License Details section, selectUse License Serverand provide the Name/IPAddress of the License Server and Port Number in Name/IP and Port respectively.
4. Click Next.
Figure 3.3 Country/Language Selection
5. In the Country/Language Selection screen, check Install Operating System LanguageSupport to install Tally.ERP 9 with multi-lingual support.
6. In Country Selection choose India/SAARC when you are residing in India orSAARCcountries else choose Others.
In case you are installing the License Serverand Tally.ERP 9 application on the
same computer then you may also enter Localhost in Name/IP and provide the Port
Number in Port.
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7. Click Install
8. The Setup Status screen is displayed as shown.
Figure 3.4 Setup Status
9. In case you are prompted for the language support files in the Files Needed screen, insertoperating systems CD in the drive or click Browse and select the i386 folder where therequired language support files reside on your computer.
10. Click OK to install Language Support.
To install Tally.ERP 9, you need to have administrator rights (to create, write,
update, modify and delete) for the Application, Data, Configuration and Lan-guage directory for Windows NT/2000/XP/2003/Vista operating systems.
To use Tally.ERP 9 in English only, uncheck Install Operating Systems Lan-
guage Suppor t
In case you click Cancel or do not have the operating system CD, the languagesupport will not be available
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Installing Tally.ERP 9 Gold
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11. On successful installation ofTally.ERP 9, the Tally.ERP 9 Installed Successful ly screen willbe displayed as shown.
Figure 3.5 Tally.ERP 9 Installed Successfully
If you choose to install the License Serveron the same system,
12. Click Continue.
Or
If you want to install License Serveron another computer, then
Double click INSTALL.EXE icon available on the CD.Or
Click START from Windows.
SelectRUN.
TYPE :\INSTALL.
Press ENTER.
13. The Welcome screen appears.
In case you click Launch Tally.ERP 9, the installer will close and start Tally.ERP 9.
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Installing Tally.ERP 9 Gold
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14. Click Next
15. The Tally.ERP 9 Setup screen is displayed.
In thePrograms
section selectLicense Server
In the License Server Setup section accept the default License Server Directory andPort number or specify the License Server Directory and Port of your choice.
Figure 3.6 Tally.ERP 9 License Server Setup
16. Note the port number specified in the port field
17. Click Install.
18. Tally.ERP 9 displays a message Older version o f License Server is already installed. Doyou want to overwr ite with newer version of License Server?
19. Click Yes or press Y
20. Tally.ERP 9 displays a message Following are the other License Servers found on yourmachine. Choose the ones you want to uninstall
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Installing Tally.ERP 9 Gold
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21. To uninstall select the required License Servers.
Figure 3.7 Unistall License Server
22. Click Next
23. In the Tally License Server 5.0 Installed Successfully screen click Finish.
Or
If you choose to install the License Serveron the same system,
12. Click Continue.
Or
If you want to install License Serveron another computer, then
Double click INSTALL.EXE icon available on the CD.
Or
Click START from Windows.
SelectRUN.
TYPE :\INSTALL.
Press ENTER.
13. The Welcome screen appears.14. Click Next
15. The Tally.ERP 9 Setup screen is displayed.
In the Programs section select License Server
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In the License Server Setup section accept the default License Server Directory andPort number or specify the License Server Directory and Port of your choice.
Figure 3.8 Common License Server
16. Click Next
17. In case the previous version ofLicense Serveris available, Tally.ERP 9 prompts tooverwrite the previous version of the License Server
Figure 3.9 Prompt to remove license server
18. Press Y or click Yes to remove the previous version of license server.
19. In case License Server for Tally 7.2/Tally 8.1/Tally 9 are active, the Tally.ERP 9 setupscreen displays the list of License Servers available, select to uninstall the License Servers.
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Figure 3.10 Uninstall License Server
20. Click Install
21. The installer displays a message Tally L icense Server 5.0 Installed Successfully
22. Click Finish to complete the Installation
3.1.3 Common Procedure: Firewall on the License Server
On detecting an active firewall on the license server, Tally.ERP 9 installer prompts the user withthe following message.
Figure 3.11 Unblock License Server
Click Yes to allow the Tally.ERP 9 license server to accept connections from the clients
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3.1.4 Share the Data Folder
Share the Tally.ERP 9 Data folder located on the computer where you installed the Tally.ERP 9program with full read and write permissions so that users on the network can access
Tally.ERP 9data.
Note the following details:
Name/IP address of this system.
Share Name for the shared Data folder.
3.2 Install ing Tally.ERP 9 Gold - Client
3.2.1 Method 1
Double click the INSTALL.EXE icon available on the CD.
Or
3.2.2 Method 2
Click START from Windows.
SelectRUN.
TYPE :\INSTALL.
Press ENTER.
Follow the instructions displayed on your screen to proceed with the Installation ofTally.ERP 9.
23. In theWelcome to Tally.ERP 9 Setup Wizard screen clickNext to continue with Installation.The Tally.ERP 9 Setup screen is displayed as shown.
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Figure 3.12 Tally.ERP 9 Setup
24. In the Program section select Tally.ERP 9. In Tally.ERP 9 Setup section accept the defaultApplication, Configuration and language directories.
Appl ication Directory: Tally.ERP 9 program files reside in this directory. Data Directory: Enter the Name/IP Address of the computer and the name of the shared
data folder noted earlier.
Configuration Directory: Tally.ERP 9 configuration file reside in this directory.
Language Directory: Tally.ERP 9 Language files (.dct) reside in this directory.
SelectUse License Server, provide the Name/IP address of the computer where LicenseServeris installed in Name / IP field and enter the port number, you had noted earlier, inthe Port field.
25. Click Install
26. The Tally.ERP 9 Installed Successfully screen appears as shown
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Figure 3.13 Tally.ERP 9 Installed Successfully
27. Click Finish
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21
Lesson 4: Installing Tally.ERP 9 Auditors
Edition
The installer will assist you in the installation ofTally.ERP 9 and License Serveron one systemor on different systems.
4.1 Install ing Tally.ERP 9 - Gold
You can install Tally.ERP 9 using any one of the following methods:
4.1.1 Method 1
Double click the INSTALL.EXE icon available on the CD
Or
4.1.2 Method 2
Click START from Windows
SelectRUN
TYPE :\INSTALL
Press ENTER
Follow the instructions displayed on your screen to proceed with the Installation ofTally.ERP 9.
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1. The Tally.ERP 9 Setup Wizard is displayed as shown.
Figure 4.1 Tally.ERP 9 Setup Wizard
2. Click Next to continue with Installation. The Tally.ERP 9 Setup screen is displayed as shown.
Figure 4.2 Tally.ERP 9 Setup
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3. The Tally.ERP 9 Setup screen appears, in the Program section selectTally.ERP 9. InTally.ERP 9 Setup section you may accept the default directories or click on the buttonsprovided to change the path ofAppl ication Directory, Data Directory, Configuration
Directory orLanguage Directory respectively. Appl ication Directory: Tally.ERP 9 program files reside in this directory.
Data Directory: Tally.ERP 9 data resides in this directory.
Configuration Directory: Tally.ERP 9 configuration file reside in this directory.
Language Directory: Tally.ERP 9 Language files (.dct) reside in this directory.
In the License Details section, selectUse License Serverand provide the Name/IPAddress of the License Server and Port Number in Name/IP and Port respectively.
4. Click Next.
Figure 4.3 Country/Language Selection
5. In the Country/Language Selection screen, check Install Operating System LanguageSupport to install Tally.ERP 9 with multi-lingual support.
6. In Country Selection choose India/SAARC when you are residing in India orSAARCcountries else choose Others.
In case you are installing the License Serverand Tally.ERP 9 application on the
same computer then you may also enter Localhost in Name/IP and provide the Port
Number in Port.
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7. Click Install
8. The Setup Status screen is displayed as shown.
Figure 4.4 Setup Status
9. In case you are prompted for the language support files in the Files Needed screen, insertoperating systems CD in the drive or click Browse and select the i386 folder where therequired language support files reside on your computer.
10. Click OK to install Language Support.
To install Tally.ERP 9, you need to have administrator rights (to create, write,
update, modify and delete) for the Application, Data, Configuration and Lan-guage directory for Windows NT/2000/XP/2003/Vista operating systems.
To use Tally.ERP 9 in English only, uncheck Install Operating Systems Lan-
guage Suppor t
In case you click Cancel or do not have the operating system CD, the languagesupport will not be available
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11. On successful installation ofTally.ERP 9, the Tally.ERP 9 Installed Successful ly screen willbe displayed as shown.
Figure 4.5 Tally.ERP 9 Installed Successfully
If you choose to install the License Serveron the same system,
12. Click Continue.
Or
If you want to install License Serveron another computer, then
Double click INSTALL.EXE icon available on the CD.Or
Click START from Windows.
SelectRUN.
TYPE :\INSTALL.
Press ENTER.
13. The Welcome screen appears.
14. Click Next
In case you click Launch Tally.ERP 9, the installer will close and start Tally.ERP 9.
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15. The Tally.ERP 9 Setup screen is displayed.
In the Programs section select License Server
In the License Server Setup section accept the default License Server Directory andPort number or specify the License Server Directory and Port of your choice.
Figure 4.6 Tally.ERP 9 License Server Setup
16. Note the port number specified in the port field
17. Click Install.
18. Tally.ERP 9 displays a message Older version o f License Server is already installed. Doyou want to overwr ite with newer version of License Server?
19. Click Yes or press Y
20. Tally.ERP 9 displays a message Following are the other License Servers found on yourmachine. Choose the ones you want to uninstall
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21. To uninstall select the required License Servers.
Figure 4.7 Unistall License Server
22. Click Next
23. In the Tally License Server 5.0 Installed Successfully screen click Finish.
Or
If you choose to install the License Serveron the same system,12. Click Continue.
Or
If you want to install License Serveron another computer, then
Double click INSTALL.EXE icon available on the CD.
Or
Click START from Windows.
SelectRUN.
TYPE :\INSTALL.
Press ENTER.
13. The Welcome screen appears.14. Click Next
15. The Tally.ERP 9 Setup screen is displayed.
In the Programs section select License Server
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In the License Server Setup section accept the default License Server Directory andPort number or specify the License Server Directory and Port of your choice.
Figure 4.8 Common License Server
16. Click Next
17. In case the previous version ofLicense Serveris available, Tally.ERP 9 prompts tooverwrite the previous version of the License Server
Figure 4.9 Prompt to remove license server
18. Press Y or click Yes to remove the previous version of license server.
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19. In case License Server for Tally 7.2/Tally 8.1/Tally 9 are active, the Tally.ERP 9 setupscreen displays the list of License Servers available, select to uninstall the License Servers.
Figure 4.10 Uninstall License Server
20. Click Install
21. The installer displays a message Tally L icense Server 4.0 Installed Successfully22. Click Finish to complete the Installation
4.1.3 Share the Data Folder
Share the Tally.ERP 9 Data folder located on the computer where you installed the Tally.ERP 9program with full read and write permissions so that users on the network can access Tally.ERP 9data.
Note the following details:
Name/IP address of this system.
Share Name for the shared Data folder.
4.2 Install ing Tally.ERP 9 Gold - Client
4.2.1 Method 1
Double click the INSTALL.EXE icon available on the CD.
Or
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4.2.2 Method 2
Click START from Windows.
SelectRUN. TYPE :\INSTALL.
Press ENTER.
Follow the instructions displayed on your screen to proceed with the Installation ofTally.ERP 9.
23. In theWelcome to Tally.ERP 9 Setup Wizard screen clickNext to continue with Installation.The Tally.ERP 9 Setup screen is displayed as shown.
Figure 4.11 Tally.ERP 9 Setup
24. In the Program section select Tally.ERP 9. In Tally.ERP 9 Setup section accept the defaultApplication, Configuration and language directories.
Appl ication Directory: Tally.ERP 9 program files reside in this directory. Data Directory: Enter the Name/IP Address of the computer and the name of the shared
data folder noted earlier.
Configuration Directory: Tally.ERP 9 configuration file reside in this directory.
Language Directory: Tally.ERP 9 Language files (.dct) reside in this directory.
SelectUse License Server, provide the Name/IP address of the computer where LicenseServeris installed in Name / IP field and enter the port number, you had noted earlier, inthe Port field.
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25. Click Install
26. The Tally.ERP 9 Installed Successfully screen appears as shown
Figure 4.12 Tally.ERP 9 Installed Successfully
27. Click Finish
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Lesson 5: Install ing Tally.ERP 9 for Rental
License
The installer will assist you to install Tally.ERP 9 and License Serveron one system. For rentallicense users it is recommended to install Tally.ERP 9 and the License Serverin the same folder.
5.1 Install ing Tally.ERP 9 - Gold
You can install Tally.ERP 9 using any one of the following methods:
5.1.1 Method 1
Double click the INSTALL.EXE icon available on the CD
Or
5.1.2 Method 2
Click START from Windows
SelectRUN
TYPE :\INSTALL
Press ENTER
Follow the instructions displayed on your screen to proceed with the Installation ofTally.ERP 9.
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1. The Tally.ERP 9 Setup Wizard is displayed as shown.
Figure 5.1 Tally.ERP 9 Setup Wizard
2. Click Next to continue with Installation. The Tally.ERP 9 Setup screen is displayed as shown.
Figure 5.2 Tally.ERP 9 Setup
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3. The Tally.ERP 9 Setup screen appears, in the Program section selectTally.ERP 9. InTally.ERP 9 Setup section you may accept the default directories or click on the buttonsprovided to change the path ofAppl ication Directory, Data Directory, Configuration
Directory orLanguage Directory respectively. Appl ication Directory: Tally.ERP 9 program files reside in this directory.
Data Directory: Tally.ERP 9 data resides in this directory.
Configuration Directory: Tally.ERP 9 configuration file reside in this directory.
Language Directory: Tally.ERP 9 Language files (.dct) reside in this directory.
In the License Details section, selectUse License Serverand provide the Name/IPAddress of the License Server and Port Number in Name/IP and Port respectively.
4. Click Next.
Figure 5.3 Country/Language Selection
5. In the Country/Language Selection screen, check Install Operating System LanguageSupport to install Tally.ERP 9 with multi-lingual support.
6. In Country Selection choose India/SAARC when you are residing in India orSAARCcountries else choose Others.
In case you are installing the License Serverand Tally.ERP 9 application on the
same computer then you may also enter Localhost in Name/IP and provide the Port
Number in Port.
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7. Click Install
8. The Setup Status screen is displayed as shown.
Figure 5.4 Setup Status
9. In case you are prompted for the language support files in the Files Needed screen, insertoperating systems CD in the drive or click Browse and select the i386 folder where therequired language support files reside on your computer.
10. Click OK to install Language Support.
To install Tally.ERP 9, you need to have administrator rights (to create, write,
update, modify and delete) for the Application, Data, Configuration andLanguage directory for Windows NT/2000/XP/2003/Vista operating systems.
To use Tally.ERP 9 in English only, uncheck Install Operating Systems
Language Support
In case you click Cancel or do not have the operating system CD, the languagesupport will not be available
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11. On successful installation ofTally.ERP 9, the Tally.ERP 9 Installed Successful ly screen willbe displayed as shown.
Figure 5.5 Tally.ERP 9 Installed Successfully
12. Click Continue.13. The Tally.ERP 9 Setup screen is displayed.
In the Programs section select License Server
In the License Server Setup section accept the default License Server Directory andPort number or specify the License Server Directory and Port of your choice.
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Figure 5.6 Tally.ERP 9 License Server Setup
14. Note the port number specified in the port field
15. Click Next.
16. In the Tally License Server 5.0 Installed Successfully screen click Finish.
5.1.3 Common Procedure: Firewall on the License Server
On detecting a firewall on the license server the Tally.ERP 9 installer prompts the user with thefollowing message.
Figure 5.7 Unblock License Server
Click Yes to allow the Tally.ERP 9 license server to accept connections from the clients
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5.1.4 Share the Data Folder
Share the Tally.ERP 9 Data folder located on the computer where you installed the Tally.ERP 9program with full read and write permissions so that users on the network can access
Tally.ERP 9data.
Note the following details:
Name/IP address of this system.
Share Name for the shared Data folder.
5.2 Install ing Tally.ERP 9 Gold - Client
5.2.1 Method 1
Double click the INSTALL.EXE icon available on the CD.
Or
5.2.2 Method 2
Click START from Windows.
SelectRUN.
TYPE :\INSTALL.
Press ENTER.
Follow the instructions displayed on your screen to proceed with the Installation ofTally.ERP 9.
1. In theWelcome to Tally.ERP 9 Setup Wizard screen click Next to continue with Installation.The Tally.ERP 9 Setup screen is displayed as shown.
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Figure 5.8 Tally.ERP 9 Setup
2. In the Program section select Tally.ERP 9. In Tally.ERP 9 Setup section accept the defaultApplication, Configuration and language directories.
Appl ication Directory: Tally.ERP 9 program files reside in this directory. Data Directory: Enter the Name/IP Address of the computer and the name of the shared
data folder noted earlier.
Configuration Directory: Tally.ERP 9 configuration file reside in this directory.
Language Directory: Tally.ERP 9 Language files (.dct) reside in this directory.
SelectUse License Server, provide the Name/IP address of the computer where LicenseServeris installed in Name / IP field and enter the port number, you had noted earlier, inthe Port field.
3. Click Install
4. The Tally.ERP 9 Installed Successfully screen appears as shown
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Figure 5.9 Tally.ERP 9 Installed Successfully
5. Click Finish
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Lesson 6: Install ing Tally.ERP 9 in Silent Mode
(for Advanced Users)
Users from large enterprises who install Tally.ERP 9 frequently do not have to repeat the task ofproviding the same information for each installation, instead, these users can now record thecomplete installation procedure in a script file and store it at the specified location for later use.
The installer uses the script file for subsequent installations and does not prompt the user for therequired parameters to complete the installation; this process is called Silent Installation.
6.1 Record the Installation
To record the installation ofTally.ERP 9, type the following command at the command prompt
install /r /f1 ""
Where:
/r- record the installation
/f1 - specify the path and filename.
Path - specify the path where the file has to be stored
Filename - name of the file to save the installation parameters
Example
Install /r /f1 "C:\SilentInstall\InstalParamts.iss"
Figure 6.1 Recording an Installation
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On recording the installation, the script file will appears as shown below:
Figure 6.2 Recorded Script file
Follow the normal installation procedure to record it in a script file.
Install.exe must be present in the folder/drive from where the command is
given.
Ensure that the path and filename are enclosed within double quotes.
Ensure that you do not to have blank space between /f1, path and filename.
In case the user does not specify the path and script filename, by default the
installer creates Setup.iss file in the default Windows folder
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6.2 Install ing in Silent Mode
To install Tally.ERP 9 inSilent Mode, type the following command at the command prompt:
Install /s /f1 ""
Where:
/s - install in Silent Mode
/f1 - specify the path and filename.
path - specify the path where the file has to be stored
filename - name of the file to read the installation parameters
Example
Install /s /f1 "C:\SilentInstall\InstalParamts.iss"
Figure 6.3 Play a recorded script
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Lesson 7: Launching Tally.ERP 9
You can startTally.ERP 9 by using any one of the methods shown below:
Go to Start >Programs >Tally.ERP 9
The Tally.ERP 9 sub-menu is displayed as shown.
Figure 7.1 Tally.ERP 9
SelectTally.ERP 9.Or
Double click the Tally.ERP 9 shortcut displayed on the desktop.
Figure 7.2 Tally Shortcut Icon
Or
Click the Tally.ERP 9 icon in the Quick Launch bar if enabled.
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Lesson 8: Activating Tally.ERP 9 Single Site
8.1 Introduct ion
Licensing mechanism in Tally.ERP 9 is revamped. Its made simple, faster and comes with a hostof enhancements which includes improved user experience and troubleshooting connectivity
issues.The enhancements introduced are as follows
User Experience
Single menu option for License Activation and Reactivation
Additional fields for multi-site activation available at the click of a button
Reactivate without Unlock Key - J ust provide the Account/Site Administrator's ID
and password, Tally.ERP 9 works in permanent mode immediately after reactivation
On detecting that the administrator is attached to more than a site or an account, theresolution screen appears and helps in solving the site reactivation.
On attempting to activate the surrendered license or reactivate an un-activated serial
number the user is redirected to the reactivation form or to the activation form respec-tively.
Troubleshooting
Connectivity issues: The system automatically detects any problems on the networkduring license Activation and Reactivation and provides you with the possible resolu-tions.
Client in Educational Mode: While attempting to establish a connection with thelicense server, the system detects and lists the problems along with the possible solu-tions and actions.
8.2 Activating Tally.ERP 9In Tally.ERP 9, licensing works on the concept of sites. A site is a single instance ofTally.ERP 9SilverorGold installed and activated. The License Activation is shown in two simple steps:
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8.2.1 Step 1: Activate Tally.ERP 9
When you start Tally.ERP 9 for the first time, the Startup screen is displayed as shown.
Figure 8.1 Startup Screen
SelectActivate License and press Enter.
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TheActivate License form appears as shown:
Figure 8.2 Single Site Activation form
Enter the Serial Numberprinted on the Installation Guide inSerial Number /Promotional Code field.
Enter the Activation Key printed on the Installation Guide in theActivat ionKey field.
Enter a your email address in the Email ID of Administ ratorfield. An account is createdusing the email address provided, the serial number is linked to the account. The UnlockKey, Account Information and Account Password will be emailed separately to theemail-id provided.
For the purpose of confirmation enter the same email address in Repeat (E-mail ID ofAdministrator) field.
Serial Number and Activat ion Key need to be provided in combination to
activate a regular license only. Where as enter the promotional key only to
activate the promotional rental. The promotional key Is a unique alpha-numeric
string provided to the each Tally Partner.
Press F2 or click F2: Multi-Site available on the vertical toolbar for a Multi-Site
activation form.
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The completed License Activation form appears as shown
Figure 8.3 Activation Form
Press Enter.
Tally.ERP 9 searches for the availability of Internet Connectivity on your computer. Onsuccessfully finding the internet connection the system proceeds to activate the license onlinewhich is explained in Online Activation section.
Or
While searching for an Internet connection on your computer, in case the system detects any oneof the issues/errors shown below. The resolution screen appears providing the possible solutionsfor the issues/errors. The user needs to resolve the issue/error and activate the license online. Incase the issue or error remain unresolved, the user needs to activate the license offline. .
Internet connectivity is not established/not working/unavailable.
Outbound connectivity is blocked
The E-Mail ID of Administratorand Repeat (Email ID of Administrator) fields arecase insensitive.
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Invalid entry in the hosts file
Connection Time Out
Connection Refused Network is disabled
Could not find the IP Address
Sending / Receiving failed
Online Activation
Tally.ERP 9 displays the message Congratulations! Your Activation Request has beenProcessed.An encrypted f ile is now on your machine.
Press Enterto continue.
Proceed to section Step 2: Procedure to Unlock License File.
Offline Activation
Tally.ERP 9 displays a Connection Errorscreen containing the Error Code and SystemError Code along with the Reasons for Failure, Possible Solutions and What to donow?(Actions).
Figure 8.4 Offline Activation Message
SelectContinue in offline mode
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Tally.ERP 9 displays a message Your Offline Act ivation Request fi le has been CreatedSuccessfully. A license request file named tally_req.lic is generated and stored in thedefault Tally.ERP 9 folder.
Copy the tally_req.lic onto a pen drive/CD and paste the file into the Tally.ERP9 folder.This computer must be connected to the Internet and Tally.ERP 9 could be running in
Licensed orEducational mode.
Start Tally.ERP 9
The Startup screen appears as shown:
Figure 8.5 Startup
SelectSend External Request
Tally.ERP 9 displays a message Offline Response File Generated Successfully.
Copy tally_lck.lic file to a pendrive/CD and paste this file to the Tally.ERP9 folder of thecomputer where Tally.ERP 9 is to be activated.
Start Tally.ERP 9.
In case Tally.ERP 9 is running in Licensed mode: Go to Gateway of Tally > F12:
Configure > Licensing > Send External Request
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Proceed to section Step 2: Procedure to Unlock License File.
Or
Try to resolve the issue shown with Possible Solutions and continue activating the licensein online mode
8.2.2 Step 2: Procedure to Unlock License File
Access your email and retrieve the unlock keybefore proceeding to unlock the license file.
The license Startup screen is displayed.
SelectUnlock License.
Figure 8.6 Startup
When there is a delay in receiving the Unlock Key, select Work in Temporary
License Mode to continue working with a temporary license for a stipulated
period displayed in the Information Panel. Further, if you do not receive the
Unlock Key within the stipulated duration, activate Tally.ERP 9 and continue
working with a temporary license thrice additionally. This facility is also
extended for Reactivation of license.
In the temporary license mode you will not be able to migrate the data from
earlier versions of Tally.
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The Unlock License screen appears
Type the unlock key retrieved inUnlock Key field and press Enter.
Figure 8.7 Unlock License
On successfully unlocking the license, Tally.ERP 9 displays a message as shown.
Figure 8.8 License Succesfully Activated
Press Enterto continue
A request to activate the license can be made from the server or client machine
while activating Tally.ERP 9 Gold orAudi tors Edi tion .
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The Gateway of Tally appears displaying the Company Info menu. The informationrelated to the product Edition and number ofUsers allowed appearunder Version blockwhere as the License Serial NumberandAccount ID appear under License block of the
Information panel. .
Figure 8.9 Tally.ERP 9 License Details for Single User
Similarly, you can also activate Tally.ERP 9 Gold or Tally.ERP 9 Auditors Edition Single SiteLicense.
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Lesson 9: Activating Tally.ERP 9 Multi Site
Introduction
A Multi-Site has more than one Tally.ERP 9SilverorGold licenses active on different machinesor locations under a single account comprising of same or different serial numbers.
On purchase ofTally.ERP 9 Multi Site License, the associated Tally Partner creates anAccountID using your E-Mail ID, the Multi Site License Serial Numbers are associated to the accountcreated. You need to provide theAccount ID and Password to access the account information,or reactivate Tally.ERP 9 license.
The Multi Site Activation is shown in two simple steps
9.1 Step1: Activate Tally.ERP 9
After the successful installation when you start Tally.ERP 9 for the first time, the Startup screenappears as shown.
Figure 9.1 Startup
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SelectActivate License and press Enter.
TheActivate License form appears
Press F2 or click F2: Multi SiteTheActivate Site License form appears as shown
Figure 9.2 Activate Site License
.
Enter the Serial Numberprinted on the Installation Guide in the Serial Numberfield
Enter theActivat ion Key printed on the Installation Guide in theActivat ionKey field.
Enter the Account IDin theAccount ID field
Enter the Site Name inSite ID field. An account can have one or more active sites.
Enter your E-mail ID inE-mail ID of Site Administratorfield. The Unlock key, Passwordand account information is mailed to the E-Mail ID provided.
For the purpose of confirmation re-enter the email address in theRepeat (E-mail ID of SiteAdministrator) field.
The E-Mail ID of Administratorand Repeat (Email ID of Administrator) fields are
case insensitive.
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The completedActivate Site License form appears as shown:
Figure 9.3 Multi Site Activation Form
Press Enter.
Tally.ERP 9 searches for the availability of Internet Connectivity on your computer. Onsuccessfully finding the internet connection the system proceeds to activate the license onlinewhich is explained in Online Activation section.
Or
While searching for an Internet connection on your computer, in case the system detects any oneof the issues/errors shown below. The resolution screen appears providing the possible solutionsfor the issues/errors. The user needs to resolve the issue/error and activate the license online. Incase the issue or error remain unresolved, the user needs to activate the license offline. .
Internet connectivity is not established/not working/unavailable.
Outbound connectivity is blocked Invalid entry in the hosts file
Connection Time Out
Connection Refused
Network is disabled
Could not find the IP Address
Sending / Receiving failed
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Online Activation
Tally.ERP 9 displays a message Congratulations! Your activation Request has beenprocessed. An encrypted file is now on your machine.
Press Enterto continue.
Proceed to section Step 2: Procedure to Unlock License File.
Offline Activation
Tally.ERP 9 displays a Connection Errorscreen containing the Error Code and SystemError Code along with the Reasons for Failure, Possible Solutions and What to donow?(Actions).
Figure 9.4 Offline Activation Message
Select Continue in offline mode
Tally.ERP 9 displays a message Your Offline Act ivation Request fi le has been CreatedSuccessfully. A license request file named tally_req.lic is generated and stored in thedefault Tally.ERP 9 folder.
Copy the tally_req.lic onto a pen drive/CD and paste the file into the Tally.ERP9 folder.This computer must be connected to the Internet and Tally.ERP 9 coule be running inLicensed orEducational mode.
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Start Tally.ERP 9
The Startup screen appears as shown:
Figure 9.5 Startup
SelectSend External Request and press Enter
Tally.ERP 9 displays a message Offline Response File Generated Successfully.
Copy tally_lck.lic file to a pendrive/CD and paste this file to the Tally.ERP9 folder of thecomputer where Tally.ERP 9 is to be activated.
Start Tally.ERP 9.
In case Tally.ERP 9 is running in Licensed mode: Go to Gateway of Tally > F12:Configure > Licensing > Send External Request
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Proceed to the section Step 2: Procedure to Unlock License File.
Or
Try to resolve the issue shown with Possible Solutions and continue activating the licensein online mode
9.2 Step 2: Procedure to Unlock the License File
Access your email and retrieve the unlock keybefore proceeding to unlock the license file.
The license Startup screen is displayed.
SelectUnlock License.
Figure 9.6 Startup
When there is a delay in receiving the Unlock Key, select Work in Temporary
License Mode to continue working with a temporary license for a stipulated
period displayed in the Information Panel. Further, if you do not receive the
Unlock Key within the stipulated period, you may activate and continue work-
ing with a temporary license thrice additionally. This facility is also extended for
Reactivation of license.
In the temporary license mode you will not be able to migrate the data from ear-
lier versions of Tally.
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The Unlock License screen appears.
Enter the Unlock Key emailed in the Unlock Key field and press Enter.
Figure 9.7 Unlock License
On successfully unlocking the license file, a message is displayed as shown.
Figure 9.8 License Activates Successfully
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On starting Tally.ERP 9, the Edition and Userinformation is displayed under Version block, theLicense Serial Number, Site ID andAccount ID are displayed under the License block of theinformation panel.
Figure 9.9 License Details
On successful activation of a Site belonging to an Account, the Account Administrator isinformed by E-mail about the activation. TheAccount Adminis tratorin turn has to Confirm theactivation within a span of15 days from the date of activating the Site.
Any licensing operation performed for a Site is logged in the Support Centre and by default thestatus is displayed as Closed.
Similarly, you can also activate Tally.ERP 9 Gold or Tally.ERP 9 Auditors Edition for Multi SiteLicenses.
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Lesson 10: Licensing Resolution
10.1 Licensing Resolution
When you try to activate the second or subsequent licenses using the option First time activationfor your organisation and providing the same Account ID, the User Resolution screen appears:
Figure 10.1 User Resolution
In the User Resolution screen, select the required option to activate the license:
10.1.1 Option 1: If you want to add this Serial Number to the same Account:
Select this option in case you want the serial number provided to be included in the existingaccount.
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The Supporting Activation Form appears displaying the Account ID
Figure 10.2 Supporting Activation Form
Enter the required Site Name in the Site Name field to proceed with the activation ofTally.ERP 9 License
The License Serial Numberprovided is activated as new site under the existingAccount.
10.1.2 Option 2: If you want to provide a new account id and want to retainthe as the administrator of that new account:
Select this option when you want to retain the existingAccount ID for the purpose ofAccount Adminis tration and the License Serial Numberprovided to be activated underthe newAccount ID.
The Supporting Activation Form appears as shown:
Figure 10.3 Supporting Activation Form
Provide the requiredAccount ID in theAccount ID field, a new account will be createdand the License Serial Numberprovided in theActivat ion Form will be included in the
new Account ID.
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Lesson 11: Configuring Tally.ERP 9
The user can locally configure the Tally.ini using the configuration options available. You can addor modify parameters to the Tally.ini file without actually opening the file.
To configure Tally.ERP 9
Go to Gateway of Tally orCompany Info menu
Press F12:Configure
The Configuration menu appears as shown
Figure 11.1 Configuration Menu
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Here we will be discussing the four categories of the Configuration menu
Data Configuration
TDL Configuration Advanced Configurat ion
Configure Existing Licensing
11.1 Data Configurations
In case you do not want Tally.ERP 9 to load companies on startup, set Load Companies on
Startup to No.
Tally.ERP 9 allows the user to add or modify the path where the Language, Data andConfiguration files reside. To change the required configurations, execute the following steps.
Go to Gateway of Tally orCompany Info menu
Press F12:Configure
SelectData Configuration
The Data Configuration screen is displayed.
By default C:\Tally.ERP9\Lang appears in Location of Language Files field. Specify therequired path, if the language files reside in another folder.
By default C:\Tally.ERP9 appears in Location o f Tally Configuration Files field. Specifythe required path, if the configuration file resides in another folder.
By default C:\Tally.ERP9\Data appears in Location of Export Files field. You can specifythe additional paths required. The path of the export files can also be changed for individualreports.
By default C:\Tally.ERP9\Data appears in Location of Data Files field. You can specifythe additional paths required. To deactivate a required path you can commenting it with a #,
By default Load Companies on Start-up is enabled,
In Companies to preload on Startup, select the required companies from the List ofCompanies or selectSpecific and mention the required paths to load the required compa-nies on startup
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Figure 11.2 Configure Licensing
SelectEnd of List.
Accept to save the data configurations. Tally.ERP 9 displays a message Do you want to restart Tally.ERP 9 for the changes to
have effect?
Press Y or click Yes to effect changes and restart Tally.ERP 9.
11.2 TDL Configuration
The TDL Configuration screen shows the details about the TDLs that are active and their origin.In Tally.ERP 9 with the availability of remote access the application can get TDLs from thefollowing locations:
Remote server
The owner account and Locally available TDLs
The TDLs are categorized as Local TDLs,Account TDLs and Remote TDLs.
Press F12: Configure
SelectTDL Configuration.
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The TDL Configuration screen appears as shown.
Figure 11.3 TDL Configuration
11.2.1 Local TDLs
Displays the TDLs that are available and their Status as Active, Not Allowed and Error. Selectthe button F4: Local TDLs, it displays the following screen.
Figure 11.4 TDL Configuration
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Multiple TDL files can be specified in this TDL configuration screen as shown.
Figure 11.5 Multiple TDL Configuration
Once the TDLs are attached, the screen displays the status of each file and when these files areloaded successfully its status is changes toActive.
Figure 11.6 TDL Status
If there is any problem in loading the TDL file then its status is shown as Error. On drill down itdisplays the details about the error that had occurred.
Figure 11.7 Error Status
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A TDL file can be disabled by prefixing the file name with # symbol.
Figure 11.8 TDL Configuraton
The status of the disabled file is then shown as Not Allowed.
Figure 11.9 Local TDLs
11.2.2 Account TDLs
For further reading on creating TDL Configuration refer to the topic Control
Centre in Tally.ERP 9 Reference Manual.
The list of TDLs are received from the account are displayed under the section Account TDLs.The following screen shows that no TDLs are received from the account:
Figure 11.10 Account TDLs
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11.2.3 Remote TDLs
When a user selects the option to Login as Remote User, then the TDLs that are attached on theremote server are also available for the client.
TDLs received from the remote server are listed under the heading Remote TDLs as shown:
Figure 11.11 Remote TDLs
The List of all the active TDLs on the remote server are displayed.
11.3 Advanced ConfigurationThe user can add or modify the required parameters required for synchronisation and ODBC. Tochange the required configurations follow the steps shown:
Go to Gateway of Tally orCompany Info menu
Press F12:Configure
SelectAdvanced Configurat ion
The Client/Server Configuration screen is displayed.
1. In Tally is acting as field select the required type from the list ofClient /Server.
2. Set EnableODBC Serverto Yes to start the ODBC connectivity.3. Enter the required port number in the Port field.4. In Connection Timeout fieldset the duration in seconds. The server disconnects from the cli-
ent when it does not receive any response within the specified duration.5. Set Yes to Connect to Tally.NET Servers running on Non-HTTP Port to avoid frequent dis-
connection from Tally.NET or on receiving 16004 Error Code frequently.6. To enable the proxy server communicate the complete URL set Use absolute URL for HTTP
Actions to Yes.7. Set Yes to Enable Sync Logging will generate a log file containing information about the syn-
chronised vouchers. By default this file resides in C:\Tally.ERP9 folder or in the folder of yourchioce. The information available in this file helps in troubleshooting synchronisation.
8. To overwrite the contents of the previous generated log file set Truncate previous log beforeSyncing to Yes .
9. SetYes to Enable HTTP Log to login all SOAP and HTTP Post request/response in the filena-med tallyhttp.log stored in C:\Tally.ERP9 folder or in the folder of your chioce.
10.SetYes to Use HTTP Proxy Serverin case you are connected to the Internet through a proxyserver
11.Enter the IP Address or the URL and Port in URL field12.SetYes toAuthent ication Required to authenticate before connecting13.Enter the username and password in User Name and Password fields respectively.
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Figure 11.12 Client/Server Configuration
14.Accept to save the configurations.15.Tally.ERP 9 displays a message Do you want to restart Tally.ERP 9 for the changes to
have effect?16.Press Y or click Yes to effect changes and restart Tally.ERP 9.
11.4 Configure Existing License
You can configure the existing license by choosng the license mode, providing the LicenseServer Name and Port Number. By default, Tally.ERP 9 uses 9999 port for communicationbetween the license servers and clients, in case you opt for a different port number, please
contact the system or network administrator. To configure the existing license following the stepsshown.
Go to Gateway of Tally orCompany Info menu
1. Click F12:Configure or press F12 >Licensing >Configure Existing License.2. The Configure Existing License screen appears.
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Figure 11.13 Configure existing license
3. Select the license that you want to configure from the list ofLicense Mode displayed
Existing Single User License
4. Provide the required path of the license file in License File Path
Existing Multi User License
4. Provide the required Name/IP address of the license server in Tally License Serverfield.5. By default, Tally.ERP 9 License Services uses port 9999 to operate. Provide the required port
number, in case you want Tally.ERP 9 license services to use another port for communication.6. Accept to save the License Configurations.
7. Tally.ERP 9 displays a message Do you want to restart Tally.ERP 9 for the changes tohave effect?
8. Press Y or click Yes to effect changes and restart Tally.ERP 9.9. The remaining options of the Licensing menu, such as, Update License, Surrender License
and Reset License are discussed as separate lessons in this book
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Lesson 12: Updating License
The procedure to update a Tally.ERP 9 license for Single Site and Multi Site is similar. Yourequire to update the license information, when the TDL/General configuration assigned to theaccount has to be applied to the respective site or when you renew/subscribe for Tally.NET.
Steps for L icense Updation
From the Gateway of Tally orCompany Info menu
Press F12: Configure.
SelectLicensing >Update License.
The Login as Remote Tally.NET Userscreen appears.
Enter your E-Mail ID in Your E-Mail ID field.
Enter your Tally.NET Password inYour Tally.NET Password.
Figure 12.1 Login as Remote User
Accept to update the license
Tally.ERP 9 displays the message License Updated Successfull y!
On logging in to Control Centre, Support Centre, Remote User, Surrender
License and Update License for the first time after creating the account, Tally.ERP
9 will automatically take you to change the password. To know more on how to
change the password read Change My Password.
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Lesson 13: Surrendering License
13.1 Surrendering License
You can surrender the activatedTally.ERP 9 when: Hard Disk has to be formatted
Reinstalling the Operating System
Reactivating the license on another computer or site.
To surrender, the user has to execute the following steps:
Go to Gateway of Tally orCompany Info menu
Press F12:Configure.
SelectLicensing >Surrender.
Figure 13.1 Surrender License
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Tally.ERP 9 displays a message You are about to Surrender Your License. Continue?
Press Y or click Yes to proceed with surrendering the license.
The Log in As Remote Tally.NET Userscreen is displayed. Provide your E-Mail IDinYour E-Mail ID field.
Provide your Tally.NET Password in Your Tally.NET Password.
Figure 13.2 Login to Surrender
Press Enter
Tally.ERP 9 displays a message as shown.
Figure 13.3 License Surrendered
On logging in to Control Centre, Support Centre, Remote User, Surrender
License and Update License for the first time after creating the account, Tally.ERP
9 will automatically take you to change the password. To know more on how to
change the password read Change My Password.
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Lesson 14: Reactivating Tally.ERP 9
14.1 Reactivate License
The process of reactivating a site license is simplified into a single step process. The concept ofunlocking the license file is eliminated. The user needs to provide the Email ID of theAccount/
Site Administratorto reactivate Tally.ERP 9The Reactivate License option is used for subsequent activation of Tally.ERP 9. Aftersurrendering the Tally.ERP 9 Single Site or Multi-Site license, when you start Tally.ERP 9. Itsearches for a valid license file in the default folder. When the license file is not available, the userneeds to Reactivate the license. The process to Reactivate single site or multi site is similar.
The process to Reactivate Tally.ERP 9 is as follows:
In the Startup screen is displayed.
SelectReactivate License and press Enter.
The Reactivate License form appears. Enter the Account/Site Administrators E-mail ID in E-Mail ID of Administrator
Enter the password in Password field..
Figure 14.1 Reactivate License Form
Press Enter
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The Reactivate License Resolution screen appears as shown
Figure 14.2 Reactivate License Resolution
Select the required Site from the List of Sites displayed
Tally.ERP 9 searches for the availability of Internet Connectivity on your computer. Onsuccessfully finding the internet connection the system proceeds to activate the license onlinewhich is explained in Online Activation section.
Or
While searching for an Internet connection on your computer, in case the system detects any oneof the issues/errors shown below. The resolution screen appears providing the possible solutionsfor the issues/errors. The user needs to resolve the issue/error and activate the license online. Incase the issue or error remain unresolved, the user needs to activate the license offline.
Internet connectivity is not established/not working/unavailable.
Outbound connectivity is blocked
Invalid entry in the hosts file
Connection Time Out
In case the user is anAdminist ratorof more than a one site or an account, the
Reactivate Multisite Resolut ion screen appears displaying the list of sites for
the respective Administrator. Select a Surrendered site to reactivate it.
On providing the Account Administrators E-Mail ID of single site or the Site
Administrators E-Mail ID of the respective site the system proceeds to reacti-
vate the license.
On selecting an Active site, Tally.ERP 9 prompts an error message displaying the
System Details, License Path where the license was last activated and suggests
the user to surrender the license using the Control Centre before reactivating the
respective Site.
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Connection Refused
Network is disabled
Could not find the IP Address Sending / Receiving failed
Online Activation
Tally.ERP 9 displays the message Congratulations! Your Activation Request has beenProcessed.An encrypted f ile is now on your machine.
Press Enterto continue.
Proceed to section Step 2: Procedure to Unlock License File.
Offline Activation
Tally.ERP 9 displays a Connection Errorscreen containing the Error Code and System ErrorCode along with the Reasons for Failure, Possible Solutions and What to do now?(Actions)
Figure 14.3 Connection Error
SelectContinue in offline mode
Tally.ERP 9 displays a message Your Offline Act ivation Request fi le has been CreatedSuccessfully. A license request file named tally_req.lic is generated and stored in thedefault Tally.ERP 9 folder.
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Copy the tally_req.lic onto a pen drive/CD and paste the file into the Tally.ERP9 folder.This computer must be connected to the Internet and Tally.ERP 9 could be running inLicensed orEducational mode.
Start Tally.ERP 9
The Startup screen appears
SelectSend External Request
Tally.ERP 9 displays a message Offline Response File Generated Successfully.
Copy tally_lck.lic file to a pendrive/CD and paste this file to the Tally.ERP9 folder of thecomputer where Tally.ERP 9 is to be activated
The Reactivation Successfu l message appears as shown:
Figure 14.4 Reactivation Successful
Press Enter
The Gateway of Tally appears displaying the Info Panel which contains information on theRelease, Edition and Users under Version block, the Serial Number,Account ID and validityof Tally.NET Subscription under License block and various configuration details under the
Configuration block.
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Lesson 15: Change Password
15.1 Change Password
The password is emailed to the E-Mail ID of the Account Administrator or the Site Administratoron successfully creating the account. Y