Getting Started With Tally ERP 9

8/13/2019 Getting Started With Tally ERP 9

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Getting Started with Tally.ERP 9
http://www.tallysolutions.com/http://www.tallysolutions.com/


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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 respond

to changing market conditions, it should not be interpreted to be a commitment on the part of Tally, and Tally cannot guarantee the

accuracy 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 THIS

DOCUMENT AND SHALL NOT BE LIABLE FOR LOSS OR DAMAGE OF WHATEVER NATURE, ARISING OUT OF, OR IN

CONNECTION WITH THE USE OF OR INABILITY TO USE THE CONTENT OF THIS PUBLICATION, AND/OR ANY

CONDUCT 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 including

copyrights, rights of translation, etc., are vested exclusively with TALLY SOLUTIONS PRIVATE LIMITED. No part of this document

may 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 Tally

Solutions Pvt. Ltd.

Tally may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this

document. 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.

2009 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 of

Tally Solutions Pvt. Ltd. in India and/or other countries. All other trademarks are properties of their respective owners.

Version: Getting Started with Tally.ERP 9/1.5/August 2009


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Contents

i

Contents

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 Share the Data Folder..............................................................................................................................17

3.2 Installing Tally.ERP 9 Gold - Client ...........................................................................................................17

3.2.1 Method 1 ...................................................................................................................................................17

3.2.2 Method 2 ...................................................................................................................................................18

Lesson 4: Installing Tally.ERP 9 Gold

4.1 Installing Tally.ERP 9 - Gold.......................................................................................................................20

4.1.1 Method 1 ...................................................................................................................................................20

4.1.2 Method 2 ...................................................................................................................................................20

4.1.3 Share the Data Folder..............................................................................................................................28

4.2 Installing Tally.ERP 9 Gold - Client ...........................................................................................................28

4.2.1 Method 1 ...................................................................................................................................................28

4.2.2 Method 2 ...................................................................................................................................................29

Lesson 5: Installing Tally.ERP 9 in Silent Mode (for Advanced Users

5.1 Record the Installation ...................................................................................................................................31

5.2 Installating in Silent Mode ............................................................................................................................33

Lesson 6: Rental Licensing

6.1 Activate Rental License.................................................................................................................................34

6.2 Rental License Resolutions ...........................................................................................................................37

6.2.1 To Install and Start License Server on this computer...............................................................................37

6.2.2 Configure existing License Server............................................................................................................39

6.2.3 Continue activation in Single User mode .................................................................................................39


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6.3 Extend Rental License ...................................................................................................................................40

6.3.1 Payment by Credit Card...........................................................................................................................41

6.3.2 Payment by Tally Currency ......................................................................................................................42

6.4 Convert to Regular License ..........................................................................................................................44

6.4.1 Using the Regular License you have ........................................................................................................45

6.5 Purchase a Regular License .........................................................................................................................45

6.5.1 Purchase using Credit Card.....................................................................................................................46

6.5.2 Purchase using Tally Currency ................................................................................................................48

6.6 Changing the Product Edition ......................................................................................................................49

6.6.1 Change from Gold to Silver on a Standalone computer...........................................................................51

6.6.2 Change from Silver to Gold on a Standalone computer...........................................................................51

6.6.3 Change from Gold to Silver on a Multi User Client.................................................................................51

6.6.4 Changing from Silver to Gold on a standalone computer to become a Multi User Client.....................51

Lesson 7: Launching Tally.ERP 9 .............................................................................................. 53

Lesson 8: Activating Tally.ERP 9 Single Site

8.1 Activating Tally.ERP 9..................................................................................................................................54

8.1.1 Step 1: Activate Tally.ERP 9 ....................................................................................................................54

8.1.2 Step 2: Procedure to Unlock License File ................................................................................................57

Lesson 9: Activating Tally.ERP 9 Multi-Site

9.1 Introduction................. ................ .............. ............... ............... ............... ............... ............... ............ 60

9.2 Step1: Activate Tally.ERP 9 .........................................................................................................................60

9.3 Step 2: Procedure to Unlock the License File............................................................................................64

Lesson 10: Licensing Resolution

10.1 Licensing Resolution ...................................................................................................................................66

10.1.1 Option 1: If you want to add this Serial Number to the same Account: .................................................67

10.1.2 Option 2: Provide new account id & retain existing account id as administrators account: ...............67

10.1.3 Option 3: Have accidentally entered, the wrong e-mail address, & re-enter information to proceed: .68

Lesson 11: Configuring Tally.ERP 9

11.1 Data Configurations .....................................................................................................................................70

11.2 TDL Configuration.......................................................................................................................................71

11.2.1 Local TDLs .............................................................................................................................................7211.2.2 Account TDLs .........................................................................................................................................74

11.2.3 Remote TDLs ..........................................................................................................................................75

11.3 Advanced Configuration .............................................................................................................................75

11.4 Configure Existing License ........................................................................................................................76

Lesson 12: Updating License

12.0.1 Steps for License Updation .....................................................................................................................78


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Lesson 13: Surrendering License

13.1 Surrendering License ...................................................................................................................................79

Lesson 14: Reactivating Tally.ERP 9

14.1 Reactivate License........................................................................................................................................81

14.2 Procedure to Unlock License File .............................................................................................................82

Lesson 15: Uninstalling Tally.ERP 9

15.1 Uninstalling Tally.ERP 9 ............................................................................................................................83

15.2 Uninstalling License Server........................................................................................................................85

Lesson 16: Reset License

16.1 Reset License ................................................................................................................................................87

Lesson 17: Work in Educational Mode ....................................................................................................................88

Lesson 18: Tally Data Migration Tool .......................................................................................................................91

Lesson 19: TallyAdmin Tool

19.1 Tally Admin Tool .........................................................................................................................................92

Lesson 20: Migrating Secondary Files

20.1 Migration of TCP files to Tally.ERP 9 Format ......................................................................................96

20.1.1 TCP Files ................................................................................................................................................9620.1.2 Configuration File ................................................................................................................................104

20.1.3 Encrypted files ......................................................................................................................................107

20.1.4 Dictionary Files ....................................................................................................................................108

20.1.5 Conversion of Tally 7.2 files to Tally.ERP 9 New Format...................................................................108

Lesson 21: Introduction to Tally.NET

21.0.1 Tally.NET Features...............................................................................................................................109

Lesson 22: Configure & Connect to Tally.NET

22.1 Configuring Tally.NET .............................................................................................................................110

22.2 Connect Company to Tally.NET .............................................................................................................112

22.3 Disconnect a Company from to Tally.NET ...........................................................................................113

Lesson 23: Create Tally.NET Users .......................................................................................................................... 114

Lesson 24: Create Security Controls for Tally.NET Users

24.1 Assign security permission to Tally.NET User.....................................................................................118

24.2 Assign security permission to Tally.NET Auditor...............................................................................122


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Lesson 25: Authorise Tally.NET Users

25.1 Authorise Tally.Net User..........................................................................................................................125

Lesson 26: Remote Login

26.1 Login as Remote User...............................................................................................................................127

Lesson 27: Tally.ERP 9 Features ................................................................................................................................130


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1

Welcome

Congratulations and Welcome to the World of Tally.ERP 9.

With the launch of Tally.ERP 9, multiple features like built in Remote Access, Excise forManufacturers , Site Administration andOnline Supporthave 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 Helpfor a detailed explanation on the concepts,features, functions and how to use Tally.ERP 9 on a day-to-day basis, pressAl t+Hto access theOnline Helpavailable with Tally.ERP 9, once installed.

Package Content

The Tally.ERP 9pack contains:

Tally.ERP 9Program CD

Installation Guide for Tally.ERP 9

Serialand Keylabel 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 of Tally.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 40MB Minimum (Excluding data)

Monitor Resolution 800 x 600

Recommended 1024 x 768 or higher

Increasing RAM could improve the performance of Tally.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 of Tally.ERP 9on 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 Instal ling Tally.ERP 9 Silver

You can install Tally.ERP 9using any one of the following methods:

2.1.1 Method 1

Double click the INSTALL.EXEicon available on the CD.

Or

2.1.2 Method 2

Click STARTfrom Windows

Select RUN

TYPE :\INSTALL

Press ENTER

Follow the instructions displayed on your screen to proceed with the Installation of Tally.ERP 9.


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Installing Tally.ERP 9 Silver

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1. The Tally.ERP 9Setup Wizard is displayed as shown.

Figure 1.1 Tally.ERP 9 Setup Wizard

2. Click Nextto continue with the installation.3. The Tally.ERP 9 Setupscreen is displayed as shown.

Figure 1.2 Tally.ERP 9 Setup


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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.


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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, Configuration Direc-tory, Language Directoryor License Directory respectively. Appl ication Directory: Tally.ERP 9program files reside in this directory.

Data Directory: Tally.ERP 9data resides in this directory.

Configuration Directory: Tally.ERP 9configuration file reside in this directory. Language Directory: Tally.ERP 9Language files (.dct) reside in this directory.

In the License Details section

Use Local License Fileis selected by default.

License Directory:Tally.ERP 9 license file resides in this directory.

5. Click Next.

Ensure that an earlier version of Tally.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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6. The Country/Language Selection screen is displayed as shown.

Figure 1.3 Country / Language Selection

7. In the Country/Language Selection screen, check Install Operating System Language

Supportto install Tally.ERP 9with 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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9. The Setup Status screen is displayed as shown.

Figure 1.4 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 OKto 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 Sucessful ly screen is displayed as shown.

Figure 1.5 Tally.ERP 9 Installed Successfully

12.In the Tally.ERP 9 Installed Successfull y screen click Finishto complete Tally.ERP 9setup.

You can double click the Tally.ERP 9icon 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 of Tally.ERP 9and License Serveron one systemor on different systems.

3.1 Installing Tally.ERP 9 - Gold


3.1.1 Method 1

Double click the INSTALL.EXE icon available on the CD

Or

3.1.2 Method 2


Select RUN

TYPE :\INSTALL

Press ENTER



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Installing Tally.ERP 9 Gold

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1. The Tally.ERP 9 Setup Wizardis displayed as shown.


2. Click Nextto continue with Installation. The Tally.ERP 9 Setupscreen is displayed as shown.



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3. The Tally.ERP 9 Setupscreen appears, in the Programsection select Tally.ERP 9. InTally.ERP 9 Setupsection you may accept the default directories or click on the buttonsprovided to change the path ofAppl ication Directory, Data Directory, Configuration

Directory or Language Directoryrespectively.

Appl ication Directory: Tally.ERP 9program files reside in this directory.


Configuration Directory: Tally.ERP 9configuration file reside in this directory.

Language Directory: Tally.ERP 9Language files (.dct) reside in this directory.

In the License Detailssection, select Use License Server and provide the Name/IP

Address 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 Selectionscreen, check Install Operating System LanguageSupportto install Tally.ERP 9with multi-lingual support.

6. In Country Selectionchoose India/SAARCwhen you are residing in Indiaor SAARCcountries else choose Others.

In case you are installing the License Serverand Tally.ERP 9application on the

same computer then you may also enter Localhost in Name/IP and provide the PortNumber in Port.


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7. Click Install



9. In case you are prompted for the language support files in the Files Neededscreen, insertoperating systems CD in the drive or click Browseand select the i386 folder where therequired language support files reside on your computer.

10. Click OKto install Language Support.


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 9in English only,uncheck Install Operating Systems Lan-

guage Suppor t

In case you click Cancel or do not have the operating system CD, the language



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11. On successful installation of Tally.ERP 9, the Tally.ERP 9 Installed Successfu lly screen willbe displayed as shown.


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.EXEicon available on the CD.

Or

Click STARTfrom Windows.

Select RUN.

TYPE :\INSTALL.

Press ENTER.

In case you click Launch Tally.ERP 9, the installer will close and start Tally.ERP 9.


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13. The Welcomescreen appears.

14. Click Next

15. The Tally.ERP 9 Setupscreen is displayed. In the Programssection select License Server

In the License Server Setup section accept the default License Server Directory andPort number or specify the License Server Directoryand Portof 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 9displays a message Older version of License Server is already installed. Doyou want to overwrite with newer version of License Server?

19. Click Yesor press Y

20. Tally.ERP 9displays 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 3.7 Unistall License Server

22. Click Next

23. In the Tally L icense Server 3.0 Installed Successfullyscreen 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.EXEicon available on the CD.

Or


Select RUN.

TYPE :\INSTALL.

Press ENTER.

13. The Welcomescreen appears.14. Click Next

15. The Tally.ERP 9 Setupscreen is displayed.

In the Programssection select License Server


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Figure 3.8 Common License Server

16. Click Next

17. In case the previous version of License Serveris available, Tally.ERP 9prompts tooverwrite the previous version of the License Server

Figure 3.9 Prompt to remove license server

18. Press Yor click Yesto remove the previous version of license server.

19. In case License Server for Tally 7.2/Tally 8.1/Tally 9are active, the Tally.ERP 9setupscreen 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 3.0 Installed Successfully

22. Click Finishto complete the Installation

3.1.3 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 addressof this system.

Share Namefor the shared Data folder.

3.2 Installing Tally.ERP 9 Gold - Client

3.2.1 Method 1


Or


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3.2.2 Method 2


Select RUN. TYPE :\INSTALL.

Press ENTER.


23. In the Welcometo Tally.ERP 9 Setup Wizardscreen click Nextto continue with Installation.The Tally.ERP 9 Setupscreen is displayed as shown.


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 9program files reside in this directory. Data Directory: Enter the Name/IP Addressof the computer and the name of the shared

data folder noted earlier.



Select Use License Server, provide the Name/IP addressof 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 Successfullyscreen appears as shown


27. Click Finish


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Lesson 4: Install ing Tally.ERP 9 Gold

The installer will assist you in the installation of Tally.ERP 9and License Serveron one systemor on different systems.

4.1 Installing Tally.ERP 9 - Gold


4.1.1 Method 1

Double click the INSTALL.EXE icon available on the CD

Or

4.1.2 Method 2


Select RUN

TYPE :\INSTALL

Press ENTER



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1. The Tally.ERP 9 Setup Wizardis displayed as shown.


2. Click Nextto continue with Installation. The Tally.ERP 9 Setupscreen is displayed as shown.



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3. The Tally.ERP 9 Setupscreen appears, in the Programsection select Tally.ERP 9. InTally.ERP 9 Setupsection you may accept the default directories or click on the buttonsprovided to change the path ofAppl ication Directory, Data Directory, Configuration

Directory or Language Directoryrespectively.

Appl ication Directory: Tally.ERP 9program files reside in this directory.




In the License Detailssection, select Use License Server and provide the Name/IP

Address 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 Selectionscreen, check Install Operating System LanguageSupportto install Tally.ERP 9with multi-lingual support.

6. In Country Selectionchoose India/SAARCwhen you are residing in Indiaor SAARCcountries else choose Others.

In case you are installing the License Serverand Tally.ERP 9application on the

same computer then you may also enter Localhost in Name/IP and provide the PortNumber in Port.


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7. Click Install



9. In case you are prompted for the language support files in the Files Neededscreen, insertoperating systems CD in the drive or click Browseand select the i386 folder where therequired language support files reside on your computer.

10. Click OKto install Language Support.


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 9in English only,uncheck Install Operating Systems Lan-

guage Suppor t

In case you click Cancel or do not have the operating system CD, the language



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11. On successful installation of Tally.ERP 9, the Tally.ERP 9 Installed Successfu lly screen willbe displayed as shown.


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.EXEicon available on the CD.

Or


Select RUN.

TYPE :\INSTALL.

Press ENTER.

In case you click Launch Tally.ERP 9, the installer will close and start Tally.ERP 9.


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13. The Welcomescreen appears.

14. Click Next

15. The Tally.ERP 9 Setupscreen is displayed. In the Programssection select License Server


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 9displays a message Older version of License Server is already installed. Doyou want to overwrite with newer version of License Server?

19. Click Yesor press Y

20. Tally.ERP 9displays 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 3.7 Unistall License Server

22. Click Next

23. In the Tally L icense Server 3.0 Installed Successfullyscreen 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.EXEicon available on the CD.

Or


Select RUN.

TYPE :\INSTALL.

Press ENTER.

13. The Welcomescreen appears.14. Click Next

15. The Tally.ERP 9 Setupscreen is displayed.

In the Programssection select License Server


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Figure 3.8 Common License Server

16. Click Next

17. In case the previous version of License Serveris available, Tally.ERP 9prompts tooverwrite the previous version of the License Server

Figure 3.9 Prompt to remove license server

18. Press Yor click Yesto remove the previous version of license server.

19. In case License Server for Tally 7.2/Tally 8.1/Tally 9are active, the Tally.ERP 9setupscreen 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 3.0 Installed Successfully

22. Click Finishto 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 addressof this system.

Share Namefor the shared Data folder.

4.2 Installing Tally.ERP 9 Gold - Client

4.2.1 Method 1


Or


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4.2.2 Method 2


Select RUN. TYPE :\INSTALL.

Press ENTER.


23. In the Welcometo Tally.ERP 9 Setup Wizardscreen click Nextto continue with Installation.The Tally.ERP 9 Setupscreen is displayed as shown.


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 9program files reside in this directory. Data Directory: Enter the Name/IP Addressof the computer and the name of the shared

data folder noted earlier.



Select Use License Server, provide the Name/IP addressof 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 Successfullyscreen appears as shown


27. Click Finish


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Lesson 5: 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.

5.1 Record the Installation

To record the installation of Tally.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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Installing Tally.ERP9 in Silent Mode

32

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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Installing Tally.ERP9 in Silent Mode

33

5.2 Installating in Silent Mode

To install Tally.ERP 9in Silent 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 6: Rental Licensing

Tally introduces the concept of Rental Licensingwith an objective to failitate the user to explore,gain an insight and empower themselves with the knowledge of the flagship product Tally.ERP 9.The rental licensing enables the users/organisations to activate a Promotional/Rental licenseand use all the features of Tally.ERP 9 for a limited promotional period. On expiry of thepromotional period, users can opt to extend the license period on payment of requisite charges orpurchase a new license from the website, partner or within the product itself. Rental licenses havebeen broadly classified into the following categories:

Promotional License: is available for a limited promotional period of 90 days or 3 monthsfrom the date of activation.

Rental License: is renewable on payment of the requisite charges for Monthly/Quarterly/Yearlybasis.

Authorised Tally Partnerand Original Equipment Manufacturercan provide the pre-assignedPromotional Codeusing which the end user can activate the Promotional/RentalLicense.

6.1 Activate Rental License

The process to activate a Tally.ERP 9 Promotional/Rentallicense is similar to activating a SingleSiteLicense, to activate a Promotional/Rentallicense follow the steps shown:

Start Tally.ERP 9

The Startupscreen appears

SelectActivate License


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TheActivate Licensescreen appears

Figure 6.1 Activate License

SelectActivat ion of Promot ional Rental License

In theActivate Licensescreen:

Enter the promotional code in the Promotional Codefield.

Enter the Administrators E-Mail Address in E-Mail ID of the Administratorfield.

Repeat Administrators E-Mail Address in Repeat (E-Mail ID of the Administrator)field


The process to activate a Rental License is similar to activating a Single User License which isdiscussed in Lesson 8 - Activating Tally.ERP 9 Single Site.


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On successful activation of the Promotional/Rentallicense, the Gateway of Tallywill appear asshown:

Figure 6.3 Rental License Activated

Promotional Rental Licensecomes with multi user license capability, inorder to utilize the complete features, activate the license from LicenseServer

OEM product dealers cannot activate a license using the Offline Mode.

Activation procedure for promotional/rental license is similar to activatingSingle Site Multi -Userlicense.


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6.2 Rental License Resolutions

The Promotional Rental Licenseis available with full Multi User capabiilities. During installation

of Tally.ERP 9, the installer locates for a License Server with the required configurations. In casethe installer does not find the license server or the license server configurations do not match therequirement, then the licensing resolutions screen appear. You can select the appropriate optionto resolve and continue with Installation of Tally.ERP 9.

The License Server Resolution screen appears as shown:

Figure 6.4 License Server Resolutions

6.2.1 To Install and Start License Server on this computer

Select Option 1: Install and Start License Server in this system

The Install and Start License Serverscreen appears

Promotional Rental License comes with multi user license capability and in order to

utilize its complete features, the license has to be activated through a license server.


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In the Tally License Serverexecutable path field, enter the required License Serverpath

Accept to Install and start the License Server

Figure 6.5 Install and Start License Server

Tally.ERP 9will re-start to establish a connection with the License Serverand displays theStartupscreen.

You can continue the activation process as described in Lesson 8

The file TallyLicenseServer.exe has to be available in the path given above.

By default, the Tally.ERP 9 License Server uses port 9999.


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6.2.2 Configure existing License Server

In case the Tally License server was installed but not configured then :

Select Option 2: Configure existing License Server

The Configure Existing Licensescreen appears:

Figure 6.6 Existing Multi User License

In the Tally License Severfield, enter the Name/IP Addressof the License Server

By default, the license server uses port 9999

Tally.ERP 9will re-start to establish a connection with the License server and displays theStartup screen


6.2.3 Continue activation in Single User mode

To activate the Promotional Rental Licensein Single Usermode: Select Option 3: Continue activation in Single User mode

Tally.ERP 9will re-start and continue with the activation process



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6.3 Extend Rental License

On expiry of the promotional period, you can either extend the license for a Month/Quarter/Year

by paying the requisite charges or upgrade to a regular license by purchasing Tally.ERP 9fromthe nearest partner or online from the website using Tally Currency or Credit Card.

To extend the rental license follow the steps shown:

From Gateway of Tallyor Company Info> F12: Configure> Licensing

The Licensingappears as shown:

Figure 6.7 Licensing Menu

Select Extend Rental License

The Extend Rental Periodscreen appears

The Serial Number,Account ID, Site ID(if provided) and E-Mail ID of the Administ ratorare prefilled.

In the Bill ing Namefield enter the name of the Company that has to be printed on the bill.

In theAddress field enter the required address of the company.

In the Countryfield select the required country from the List of Countries

In the Statefield select the required state from the List of States

In the Cityfield select the required city from the List of Cities

In the Postal Codefield enter the required postal code

In the Method of Paymentfield select the required payment mode from the List ofPayment Methods


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6.3.1 Payment by Credit Card

In the Preferred Partnerfield select New Sales Partner

The Partner Searchscreen appears Search for the nearest partner based on the location or the name and select the

required partner

In the Editionfield select the required edition from the List of Product Types

In the Period to Extendfield enter a number and select the required period (Months/Quarters/Years) from the list of Periods.

The Pricefield is prefilled to display the rental amount based on the period selected.

Figure 6.8 Extend Rental License

Acceptto save the details


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The Credit Card Payment Gatewayappears

Figure 6.9 Payment Gateway for Credit Card

Enter the required credit card details to extend the rental period

The payment gateway displays a Payment Successful Message. You may print theacknowledgement for future reference.

6.3.2 Payment by Tally Currency

In the Editionfield select the edition from the List of Product Types

In the Period to Extend field enter a number and select the required period (Months/Quarters/Years) from the list of Periods

The Pricefield is prefilled to display the rental amount based on the period selected


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In the Tally Currency Keyfield enter the Tally Currency Key

Figure 6.10 Extend Rental License - Tally Currency

Acceptthe save the details

Tally.ERP 9displays a message License Updated Successfully.

The LIcense Detailssection of the Information Pane displays thevalidity period of the License.

The validity period of Tally.NETsubscription is limited to the extent ofPromotional/Rental Licenseperiod.


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6.4.1 Using the Regular License you have

In case you have purchased Tally.ERP 9license:

Select Using the Regular License you have The Convert to Regular Licensescreen appears

Figure 6.13 Convert to Regular License

Enter the license Serial Number andActivation Key in the Serial Number andActivationKey fields.

Accept to convert to Regular L icense.

Once the Serial Number and Activation Key are confirmed, the existing rental license is

converted to regular license retaining the existing Tally.NET Account ID and E-Mail ID ofAdministrator. On converting to a regular license the user will obtain a license withunconstrained validity.

6.5 Purchase a Regular License

To purchase a Tally.ERP 9 software online follow the steps shown:

Select Buy the Regular License now

The Convert to Regular Licensescreen appears

The Serial Number,Account ID, Site ID(if provided) and E-Mail ID of theAdministrator are pre-filled.

For a detailed reading on activation refer to the chapter Activat ing Single Site

Licensein this book.


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In the Bill ing Namefield enter the Company Name that has to be printed on the bill.

In theAddress field enter the required address of the company.

In the Countryfield select the required country from the List of Countries In the Statefield select the required state from the List of States

In the Cityfield select the required city from the List of Cities

In the Postal Codefield enter the required postal code

In the Method of Paymentfield select the required payment mode

6.5.1 Purchase using Credit Card

In the Preferred Partnerfield select New Sales Partner

The Partner Searchscreen appears

Search for the nearest partner based on the location or the name and select the

required partner In the Editionfield select the edition from the List of Product Types

The Pricefield is prefilled to display the product value


Accept to save the details

The Credit Card Payment Gatewayappears


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Figure 6.15 Credit Card Payment Gateway

Enter the required credit card details to extend the rental period

The payment gateway displays a Payment Successful Message. You may print theacknowledgement for future reference.


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6.5.2 Purchase using Tally Currency

In the Editionfield select the edition from the List of Product Types

The Pricefield will automatically display the product value In the Tally Currency Keyfield enter the Tally Currency Key


Acceptto save the details

Tally.ERP 9displays a message License Updated Successfully


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6.6 Changing the Product Edition

On renewal of an promotional license under the paid rental mode, the user has the option to

change the product edition from Multi-User to Single User and vice versa.

To change the product edition follow the steps shown:

From Gateway of Tallyor Company Info> F12: Configure> Licensing

The Licensingmenu appears as shown:

Select Change Product Edition


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A screen displaying the terms for interchange between editions of Tally.ERP 9appears asshown:

Figure 6.17 Terms for Edition Change

Press Yor click Yesto continue with changing the product edition The Change Product Editionscreen appears as shown:

Figure 6.18 Change Product Edition


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6.6.1 Change from Gold to Silver on a Standalone computer

When present edition of Tally.ERP 9is Goldunder the Paid Rental Mode, the user can change

the edition to Silverin the local machine directly. Acceptthe screen to change the edition to Silveras shown

The Version block of the Information Paneldisplays the changed edition as shown:

Figure 6.19 Change Edition

6.6.2 Change from Silver to Gold on a Standalone computer

When the current edition of Tally.ERP 9 is Silverunder Paid Rental License Mode, the user canchange it to Gold in the local machine directly, the procedure to change edition is similar to

Changing f rom Gold to Silver on a standalone computer.

6.6.3 Change from Gold to Silver on a Mult i User Client

When the current edition of Tally.ERP 9 is Gold on the client machine under Paid Rental LicenseMode, the user can change it to Silver, the procedure to change edition is similar to Changingfrom Gold to Silver on a standalone computer. The License file is moved from the LicenseServer to the local machine

6.6.4 Changing from Silver to Gold on a standalone computer to become aMulti User Client

The user can change the edition from Silverto Goldto become a Multi User Clientand makethe license available on the License Serverin order to enable multi user access. In this case theLicense Servercan be in the same or in a different machine.

To change as a Multi User Client from a standalone computer follow the steps shown:

In the Change Product Editionscreen

Enter the Name/IP Addressof the license server in the License Serverfield

Accept to change the product edition

Do not provide the license server Name/IP Addressand PortNumber in

License Serverand Portfields respectively In the Productfield Silveris displayed while changing the edition from

Gold to Silverand Goldis displayed when changing from SilvertoGold.

The validity period of the rental license will change depending on theproduct edition selected.


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Resolutions while changing from Silver on a Standalone Computer to Gold - Multi UserClient

Resolve the following situations as they arise while providing the License Server status in case ofabove scenario.

By default, the Tally.ERP 9 License Serveruses port 9999, enter the required

port in case you had changed it earlier.

The Tally License Servers must be installed in a different folder incase they are

installed on the same machine.

The License Serverand Portare mentioned so as to enable the Clients to

connect to the License Server.

The Licensefileis moved from the Clientmachine to the License Server.

Message Resolution

No License Server available in the Machine Install the License Server

License Server Available is not compatible forthe current version of Tally

Install the latest version of the LicenseServer in a different folder

License Server is already serving a validlicense of Tally (Gold)

Install the latest version of the LicenseServer in a different folder andconfigure the same

License Server is compatible but serving avalid single user license therefore cannotserve license for cl ients

Install Tally License server in anotherfolder and start the same


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Lesson 7: Launching Tally.ERP 9

You can start Tally.ERP 9by using any one of the methods shown below:

Go to Start> Programs > Tally.ERP 9

The Tally.ERP 9sub-menu is displayed as shown.

Figure 5.1 Tally.ERP 9

Select Tally.ERP 9.

Or

Double click the Tally.ERP 9shortcut displayed on the desktop.

Figure 5.2 Tally Shortcut Icon

Or

Click the Tally.ERP 9icon in the Quick Launch bar if enabled.


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Lesson 8: Activating Tally.ERP 9 Single Site

8.1 Activating Tally.ERP 9

In Tally.ERP 9,licensing works on the concept of sites. A site is a single instance of Tally.ERP 9Silveror Gold installed and activated. The License Activation is shown in two simple steps:

8.1.1 Step 1: Activate Tally.ERP 9

When you start Tally.ERP 9for the first time, the Startupscreen is displayed as shown.

Figure 6.1 Startup Screen

SelectActivate Licenseand press Enter


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Select First Time Activation for your Organisation

Figure 6.2 First Time activation of the License.

Press Enter.

TheActivate License screen is displayed.

In the Serial Number field enter the Serial Numberprinted on the Installation Guide.

In theActivationKey field enter the ActivationKeyprinted on the Installation Guide.

Enter a youremail addressin the Email ID of Administratorfield. 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.

Enter the email address in Repeat (E-mail ID of Administrator)

Figure 6.3 Activation Form


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Go to Gateway of Tally> F12: Configure> Licensing> Send External Request

Figure 6.5 Startup

Tally.ERP 9displays a message Offline Response File Generated Successfully.

Copy tally_lck.licfile to a pendrive/CD and paste this file to the Tally.ERP 9folder of thecomputer where Tally.ERP 9is to be activated.

Start Tally.ERP 9.

Proceed to section Step 2: Procedure to Unlock License File.

8.1.2 Step 2: Procedure to Unlock License File

Access your email and retrieve the unlock keybefore proceeding to unlock the license file.

The license Startupscreen is displayed.

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

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 ear-

lier versions of Tally.


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Select Unlock License.

Figure 6.6 Startup

The Unlock Licensescreen is displayed.

Type the unlock key retrieved in Unlock Keyfield and press Enter.

Figure 6.7 Unlock License

On successfully unlocking the license, Tally.ERP 9displays a message as shown.

Figure 6.8 License Succesfully Activated


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On startup Tally.ERP 9, the Edition and number of Users information are displayed underVersion, similarly the License Serial NumberandAccount IDappear under Licenseblock ofthe Information panel as shown.

Figure 6.9 Tally.ERP 9 License Details for Single User

Similarly, you can also activate Tally.ERP 9 Gold or Tally.ERP 9 Auditors EditionSingle SiteLicense.

The procedure to activate Tally.ERP 9 Silver/Gold/Auditors Edition is thesame for aSingle Site.

In case of Tally.ERP 9 Gold or Audi tors Edi tion a request to activate the

license can be made from the server or client machine


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Lesson 9: Activating Tally.ERP 9 Multi-Site

Introduction

A Multi-Site has more than one Tally.ERP 9Silveror Goldlicenses active on different machinesor locations under a single account comprising of same or different serial numbers.

On purchase of Tally.ERP 9Multi Site License, the associated Tally Partner creates anAccountIDusing your E-Mail ID, the Multi Site License Serial Numbers are associated to the accountcreated. You need to provide theAccount IDand Password to access the account information,or reactivate Tally.ERP 9license.

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 9for the first time, the Startupscreen isdisplayed as shown.

Figure 1.1 Startup


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SelectActivate License and press Enter.


SelectActivat ion of an Addit ional Site for your Organisation and press Enter.

TheActivate Site License formappears.

In the Serial Number field enter the Serial Number printed on the Installation Guide.

In theActivationKey field enter theActivation Keyprinted on the Installation Guide.

Enter the Account IDin theAccount IDfield

Enter the Site Namein Site ID field. An account can have one or more active sites.

Enter your E-mail ID in E-mail ID of Site Administ rator field. The Unlock key, Passwordand account information is mailed to the E-Mail ID provided.

Re-enter the email address in the Repeat (E-mail ID of Site Administ rator) field.


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Tally.ERP 9displays a message Your Off line Activation Request fi le has been CreatedSuccessfully. A license request file named tally_req.lic is generated and stored in thedefault Tally.ERP 9folder.

Copy the tally_req.lic file and transfer it to another computer with an internet connectionand Tally.ERP 9installed.

Start Tally.ERP 9.

Go to Gateway of Tally > F12: Configure> Licensing> Send External Request.

Figure 1.5 Startup

Tally.ERP 9displays a message Offline Response File Generated Successfully.

Copy tally_lck.licfile and transfer this file to the default Tally.ERP 9folder of the computerwhere Tally.ERP 9is activated.

Start Tally.ERP 9.

Proceed to the section Step 2: Procedure to Unlock License File.

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 theUnlock Keywithin 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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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 Startupscreen is displayed. Select Unlock License.

Figure 1.6 Startup

The Unlock License screen appears.

Enter the Unlock Keyemailed in the Unlock Keyfield and press Enter.

Figure 1.7 Unlock License


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On successfully unlocking the license file, a message is displayed as shown.

Figure 1.8 License Activates Successfully

On starting Tally.ERP 9, the Editionand User information is displayed under Versionblock, theLicense Serial Number, Site IDandAccount ID are displayed under the Licenseblock of theinformation panel.

Figure 1.9 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 Confirmtheactivation within a span of 15days from the date of activating the Site.

Any licensing operation performed for a Site is logged in the Support Centreand by default thestatus is displayed as Closed.

Similarly, you can also activate Tally.ERP 9 Gold or Tally.ERP 9 Audi tors Edit ion 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 8.1 User Resolution

In the User Resolutionscreen, select the required option to activate the license:


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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 existing

account. The Supporting Activation Formappears displaying the Account ID

Figure 8.2 Supporting Activation Form

Enter the required Site Name in the Site Namefield to proceed with the activation ofTally.ERP 9License

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 existing account id as the administrator of the account:

Select this option when you want to retain the existingAccount IDfor the purpose ofAccount Adminis tration and the License Serial Numberprovided to be activated underthe newAccount ID.


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The Supporting Activation Formappears as shown:

Figure 8.3 Supporting Activation Form

Provide the requiredAccount IDin theAccount IDfield, a new account will be createdand the License Serial Numberprovided in theActivation Form will be included in thenew Account ID.

10.1.3 Option 3: Esc, If you have accidentally entered, the wrong e-mailaddress, and re-enter the information to proceed:

Select this option when you have provided the wrong e-mail id.

You will return to theActivate Licenseform

The remaining steps to unlock the license file are discussed under the heading Unlock Licenseunder licensing.


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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 or Company Info menu

Press F12:Configure

The Configurationmenu appears as shown

Figure 9.1 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

Incase you do not want Tally.ERP 9to load companies on startup, set Load Companies on

Startup to No.

Tally.ERP 9allows the user to add or modify the path where the Language, Data and Configura-tion files reside. To change the required configurations, execute the following steps.

Go toGateway of TallyorCompany Infomenu

Press F12:Configure

Select Data 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.ERP9appears in Location of Tally Configuration Files field. Specifythe required path, if the configuration file resides in another folder.

By default C:\Tally.ERP9\Dataappears 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\Dataappears 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 ofCompaniesor select Specificand mention the required paths to load the required compa-nies on startup


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Figure 9.2 Configure Licensing

Select End of List.

Acceptto save the data configurations.

Tally.ERP 9displays a message Do you want to restart Tally.ERP 9 for the changes tohave effect?

Press Yor click Yes to effect changes and restart Tally.ERP 9.

11.2 TDL Configuration

The TDL Configurationscreen 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

Select TDL Configuration.


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The TDL Configuration screen appears as shown.

Figure 10.3 TDL Configuration

11.2.1 Local TDLsDisplays the TDLs that are available and their Status as Active, Not Allowedand Error. Selectthe button F4: Local TDLs, it displays the following screen.

Figure 10.4 TDL Configuration


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Multiple TDL files can be specified in this TDL configuration screen as shown.

Figure 10.5 Multiple TDL Configuration

Once the TDLsare attached, the screen displays the status of each file and when these files areloaded successfully its status is changes toActive.

Figure 10.6 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 10.7 Error Status


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A TDLfile can be disabled by prefixing the file name with # symbol.

Figure 10.8 TDL Configuraton

The status of the disabled file is then shown as Not Allowed.

Figure 10.9 Local TDLs

11.2.2 Account TDLs

For further reading on creating TDL Configuration refer to the topic Control

Centrein 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 10.10 Account TDLs


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Figure 10.12 Client/Server Configuration

10.Acceptto save the configurations.11.Tally.ERP 9displays a message Do you want to restart Tally.ERP 9 for the changes to

have effect?12.Press Yor click Yes to effect changes and restart Tally.ERP 9.

11.4 Configure Exist ing License

You can configure the existing license by providing the License Server Nameand Port Number.By default, Tally.ERP 9 uses 9090 port for communication between the license servers andclients, in case you opt for a different port number, please contact the system or network adminis-trator. To configure the existing license, execute the following steps.

Go toGateway of TallyorCompany Infomenu

1. Press F12:Configure.2. Select Licensing > Configure Existing License.

3. The Configure Existing License screen appears.4. Provide the required License Server Nameor IP Addressin the Tally License ServerField.


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5. By default, Tally.ERP 9License Servicesuses port 9999to operate. Provide the required portnumber, in case you want Tally.ERP 9license services to use another port for communication.

Figure 10.13 Configure Existing License

6. Accept to save the License Configurations.7. Tally.ERP 9displays a message Do you want to restart Tally.ERP 9 for the changes to

have effect?8. Press Yor 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 License Updation

From the Gateway of Tally or Company Info menu

Press F12: Configure.

Select Licensing > Update License.

The Login as Remote Tally.NET User screen appears.

Enter your E-Mail ID in Your E-Mail ID field.

Enter your Tally.NET Passwordin Your Tally.NET Password.

Figure 10.1 Login as Remote User

Acceptto update the license

Tally.ERP 9 displays the message License Updated Successfully !


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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 Login As Remote Tally.NET Userscreen is displayed. Provide your E-Mail IDin Your E-Mail IDfield.

Provide your Tally.NET Password in Your Tally.NET Password.

Figure 11.2 Login to Surrender

Press Enter

Tally.ERP 9displays a message as shown.

Figure 11.3 License Surrendered


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Internet Connectivity i s Available

The tally_lck.licis generated and stored in the default Tally.ERP9Directory.

The Unlock Key is emailed to the E-Mail ID provided.

Refer to Procedure to Unlock License File

Internet Connectivity i s Not Available

Tally.ERP 9displays the message Could not connect to Internet, Do you want to gen-erate the License file o ffline.

Press Y or click on Yes.

Tally.ERP 9displays a message Your Off line Activation Request fi le has been CreatedSuccessfully. The license request file named Tally_req.lic is generated and stored in thedefault Tally.ERP 9folder.

Copy the tally_req.lic file and transfer it to another computer with an internet connectionand Tally.ERP 9installed.

Start Tally.ERP 9.

Go to Gateway of Tally> F12: Confider> Licensing> Send External Request

Copy tally.licand transfer it to the computer where Tally.ERP 9is to be activated

Start Tally.ERP 9.

.

14.2 Procedure to Unlock License File

In the Startupscreen

Select Unlock License.

Enter the Unlock Keyemailed in the Unlock field and press Enter.

On successfully unlocking the license file Tally.ERP 9displays license activated successfully.

TheAccount ID, Site IDand Email ID of Site Administrator must be the same as provided

in the activation form.


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Lesson 15: Uninstalling Tally.ERP 9

15.1 Uninstalling Tally.ERP 9

You can uninstall Tally.ERP 9or the License Server or both, to uninstall, execute the followingsteps:

Click Uninstall from Start> Programs> Tally.ERP 9.

Figure 13.1 Uninstall Wizard


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By default, Tally.ERP 9 is selected.

Click on Uninstallto uninstall Tally.ERP 9.

Figure 13.2 Uninstallation Successful - Finish

Click Finishto complete uninstalling.

Uninstalling removes all files created except for DataFolder which remains intact.

In Tally.ERP 9folder a Backupfolder containing a Restore_Date_Timefolder is created.

The Restore_date_timefolder contains stat.900and Langfolder which has the dctfiles.

You need to have administrator rights or login as administrator to uninstall

Tally.ERP 9

When some of the Tally.ERP 9 files are open, a message Couldnt Delete

Some of the files . Exiting Uninstallation is displayed. Click OK. to unin-

stall, close the file/s and start the uninstall procedure again.


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15.2 Uninstalling License Server

Click Uninstall from Start> Programs> Tally.ERP 9.

Figure 13.3 Uninstall Wizard

By default, License Server is selected.

Click on Uninstallto uninstall the License Server.


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Click Finish to complete the uninstallation of Tally License Server.

Figure 13.4 Uninstall License Server.

In a situation where the Tally.ERP 9and the License Serverare installed on the

same computer, you can uninstall both the Tally.ERP 9and the License Serverby

selecting both the options.


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Lesson 16: Reset License

16.1 Reset License

This option enables you to remove all licensing data from the computers. This will bring the userscomputer to a state, where Tally.ERP 9activation was not done earlier.

To reset Tally.ERP 9License, execute the following steps:

Go to Gateway of Tallyor Company Infomenu

Press F12:Configure

Select Licensing > Reset Licensing

Figure 14.1 Reset License

Tally.ERP 9displays the message You are about to Reset Your License. Continue?

Press Y or click Yes to proceed with surrendering the license.

Tally.ERP 9displays a messageLicense Reset Successfully.


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Work in Educational Mode

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Gateway of Tallyscreen is displayed as shown.

Figure 15.2 Gateway of Tally

Experience the features of Tally.ERP 9.


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Lesson 18: Tally Data Migration Tool

Tally 7.2customers can now migrate their data from Tally and Tally Compliant Products (TDLfiles/Customised files) to Tally.ERP 9using the Tally Data Migration Tool.

The Tally Data Migration Tool works with the Tally.ERP 9and allows migration of company dataincluding Masters and Vouchers.

The data migrated from Tally 7.2 to Tally.ERP 9will appear in the Tally 7.2 data folder. Themigrated data folder is prefixed with 0and appears as a 5digit number.

For a detailed explanation of Migration refer to the Tally.ERP 9 Reference Manualor GettingStarted wi th Data Migration.


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TallyAdmin Tool

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The Tally Admintool is displayed as shown

Figure 17.1 Tally Admin Tool

The TallyAdmin tools screen has two tabs namely Licensing and Conversion.TheLicensing is further classified into Service Operations, License Servers, LicenseOperations and License Server Status. While the Conversion tab enables the user to

convert TCP and TSF files from the earlier versions of Tally 9 to a format compatible withTally.ERP 9.

Service Operationsis further classified into

Install: Click to set up/run the license service in the background on the computerdesignated as Server. On starting the License Service, a message Tally License ServerInstalled and Started Successfullyis displayed.

Uninstall: Click to uninstall the license service from the Server. On uninstalling the LicenseService displays the message Tally License Server uninstalled successfully.

Restart: Click to restart the License Server once again. On restarting the license server a

message Tally License Server restarted successfullyis displayed.

Product: Select the required Product and click Refresh License to get the most recentinformation on licenses running for that product


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TallyAdmin Tool

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Proxy Configuration: Will allow the user to configure the proxy server. Click ProxyConfigurationand enter the Proxy Server URLusing which you can access the internet, in casethe proxy server requires authentication enter the Usernameand Password.

Figure 17.2 Proxy Configuration

Avai lable L icense Servers: will display the list of license servers available within the LAN alongwith the System Name, IP Address, Port and License Status for different products of Tally.

Figure 17.3 TallyAdmin License Servers


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In case the Tally.ERP 9and License server are installed on the same machine, the

Tally.ERP 9 License can also be activated using Gateway of Tally >

F12:Configuration> Licensing

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License Activation for: Depending on the License Status displayed for the system, the licensingoperation is available, you can select the required license operation. When the License Status isdisplayed as Permanent License, the licensing operation available is Update or when the licensestatus is displayed as No License you can Activate License or Reactivate License based on yourrequirement.

Activate License: This option is available, only when the user starts the TallyAdmin toolfor the first time after installation of Tally.ERP 9or when the License Statusis displayed

as No License. You can activate a single site or multi site license, using this option. Thedetailed steps for activating a single site and multi site license is discussed in the chapter

ActivatingTally.ERP 9 Single SiteandActivatingTally.ERP 9 Mult i Site respectively.

Reactivate License:This option is available only when the user starts the TallyAdmin toolafter installation or surrendered the license of Tally.ERP 9. You can Reactivate a single siteor multi site license using this option. The detailed steps for activating a single site andmulti site license is discussed in ReactivatingTally.ERP 9.

Update: will update the most recent license information on your sy

Documents

Getting Started With Tally ERP 9