Shoper 9 Control Centre | Tally Helpdesk | Tally Developer | Tally Customization services

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    Tally Solutions Pvt. Ltd. All Rights Reserved 1

    Control CentreDecember 09

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    Objectives

    Control Centre

    The main functions of control centre

    o Managing Licenses

    o Creating and Managing Users

    o Creating and Managing Security levels for Users

    o Manage Company Profile

    o Change Passwords

    o Partner Search

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    Control Centre

    The Control Centre available on the Tally Solutions website will simplify the

    task of managing various activities associated with licenses.

    Every Shoper 9 customer gets an account. This account is called a Tally.NET

    Account ID (frequently referred to as Account ID). This is basically a shortand easy to remember name for your organisation, for example, AcmeCorp.

    Every Account has one Account Administrator, recognised by an E-mail ID.

    An account with only one site (one serial number) is called a Single Site

    Account.

    An account with multiple sites (more than one serial number) is called a

    Multi Site Account.

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    Single Site Account

    For a single site account, your Account ID and Account Administrator's

    ID will be created based on the e-mail ID provided during the license

    activation process. For example, [email protected]

    This will be treated as the Account ID as well as the AccountAdministrators ID

    This Account Administrator will be able to manage the license operations

    such as, surrender license and view the details of a license through the

    control centre

    mailto:[email protected]:[email protected]
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    Multi Site Account

    In Multi Site Account all the sites will be linked to an Account ID

    Every Account has one Account Administrator, recognised by an E-mail ID

    Each site will have a Site ID

    Also,Every site will have one Site Administrator, recognised by an E-mailID

    You can choose and change the name you want to use as the Account IDbut it has to be unique across all the customers of Tally

    To ensure uniqueness, it is recommended that you use an E-mail ID as theAccount ID

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    Start Control CentreOpen www.tallysolutions.com

    Enter the Tally.NET User ID and Password

    http://www.tallysolutions.com/http://www.tallysolutions.com/
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    Control Centre

    In the My Tally.NET Account(s) window,

    Click the Account ID

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    Control Centre

    The Account Profile Management window

    Used to change the Account ID, Account Admin details

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    Control Centre

    Licensing & Configuration: Configure and perform license operations suchas confirm, reject the license, surrender license and display the detail oflicense

    User Management: Create Users and assign security levels

    Account Profile Management: Maintain details related to your account andchange account ID

    Change Account Admin: Change the Account Administrator E-mail ID

    Knowledge Base: For information and answers to queries regarding variousaspects of the product

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    Licensing & Configuration

    The License & Configuration can be accessed by Tally.NET users basedon provided permissions

    The Account administrator can perform license operations such as,Surrender, Confirm, Reject, Change Site administrator and Change

    Site ID

    The Site administrator can perform license operations such as, Surrenderand ChangeSite ID

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    List LicenseThe information related to each site/ license, such as Site Id, Site administrator,Serial Number, Product Type, Status etc. can be viewed in this screen.

    Go to License and Configuration > List of Licenses

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    Licensing & Configuration The license status is as follows:

    o Active: Indicates that the site/ license is in operation

    o Surrender: Indicates that the site/ license has been surrendered

    o Pending for Confirmation: Indicates that the sites/ licenses arepending for confirmation from the Account administrator

    o Suspended: When license violation occurs more than 3 times

    o Rejected: Indicates that the site/ license is rejected by the Accountadministrator

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    Licensing & Configuration Click Action

    If the site/ license status is Active then Display License View, ChangeSite Admin, Change Site ID and Surrender appears in the drop down

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    Licensing & Configuration

    Display License View: Click to view the basic information, license details,version details, edition details, configuration details, co-existenceinformation, address and contact details of the site/ license.

    Change Site Admin: Click to change the Site Administrator ID.

    Change Site ID : Click to change the Site ID.

    Surrender: Click to surrender the site/ license.

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    Licensing & ConfigurationCautions to be taken while surrendering license

    The surrender option is used when Shoper 9 has crashed and you want tosurrender the license.

    In case you surrender your license using control centre when it is being used

    by Shoper 9, then license violation occurs.

    Your license will get cancelled if the violation occurs more than 3 times.

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    Licensing & Configuration If the site/ license status is Pending for Confirmation then Display

    License View, Change Site Admin, Change Site ID, Confirm and Rejectappears

    Confirm: To confirm the activation of the site

    Reject:To reject the activation of the site

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    User ManagementThe User Management section in the control centre helps to manage the usersbelonging to an account.

    You can

    o Create Users

    o Assign Security Levels

    o List Users and

    o List Security Levels

    Note: While creating users you will have to select the security levels. Default

    security levels such as Owner and Standard User is available. If you requireadditional security levels create it before creating the users.

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    Create User Go to User Management > Create User

    Select the predefined security level of the user

    Enter the Tally.Net ID

    Click Save to create the new user

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    List User Go to User Management > List of Users

    Lists of User(s): Displays the information related to each user, such asSecurity Level, Tally.NET ID, type of remote user, Site ID, Status, etc.

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    Alter User Click Action

    Select Alter User

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    Alter User

    In Alter User window

    Select predefined security level of the user

    Alter the Tally.NET ID if required (It is allowed only if the user is not an

    administrator)

    Click Save

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    Security Levels

    The Security Level is created to provide necessary rights to the user.

    By default Owner and Standard User security levels are available.

    Owner: Owner will have all the rights except the License operation rights

    such as, surrender, confirm and reject. The rights of the Owner cannot bechanged.

    Standard User: By default the Standard User will have only rights for

    Support Centre operations and can view the Control Centre. He will not be

    able to perform any operations. You can change rights of standard user.

    The default access rights available are:

    o Manage Configuration.

    o Manage Security Levels.

    o Manage Support Centre.

    o Manage Users.

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    Create Security Level

    In Create Security Level window

    Enter the name of the new security level

    Select the rights that can be provided to the security level

    Click Save to create new security level

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    List Security Levels

    In List of Security Levels window

    You can view the List of Security Levels

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    Alter Security Level

    Click Action

    Select Alter

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    Alter Security Level

    In Alter Security Level window

    Alter the rights of the security level

    Click Save

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    Account Profile Management

    The Account Profile Management window can be accessed only by the

    Account Administrator and Owner

    The Address details and Contact details can be set/ changed or viewed

    in this window

    The basic account details, such as Account ID, E-mailID of the Account

    Administrator, type of account, etc. can be viewed

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    Change Basic Details

    Go to Account Profile Management > Basic details

    Click Action

    Select Change Basic Details

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    Change Basic Details

    In Change Basic Details window

    Select Organisation andenter the basic details such as Account Name,Website address

    Select Individual if you are an individual using Shoper 9

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    Change Account ID

    If you wish to change the Account ID

    Select Change Account ID

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    Change Account ID

    In Change Account ID window

    Enter the new Account ID

    Click Save to change the account ID

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    Set/ Change Address Details

    If you wish to change address details

    Select Set/ Change address details

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    Set/ Change Address Details

    In Set/ Change Address Details window

    Enter the Mailing Details such as Address, phone numbers, billingaddress, mailing address, shipping address, etc.

    Click Save to create/ modify address details.

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    Set/ Change Contact Person Details

    If you wish to change Contact Person Details

    Select Set/ Change Contact Person Details

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    Set/ Change Contact Person Details

    In Set/ Change Contact Person Details window

    Enter the Contact Person Details such as Salutation, Name, Job Title, E-mail, Mobile number etc

    Click Add More to add more contact person details

    Click Save to create/ modify contact person details

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    Change Account Administrator

    This option can be utilised to change the account administrator

    Click Change Account Admin

    Enter the old account admin id

    Enter the new account admin id

    Click Save to accept the changes

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    Account Administrator Id

    In case ofSingle Site, the administrator can perform only Surrenderoperations for his site

    Erroneous updation ofAccount administrator ID will affect the licensingfunction of your organisation

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    Points discussed

    Control Centre

    o Introduction to Control Centre

    o Introduction Single Site Account

    o Introduction Multi Site Account

    o Usage and functionality

    o Licensing & Configuration

    o User Management

    o Security Levels

    o Account Profile Management

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    Thank You