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Page 1: Upgrade From 63_72 Versions to Shoper 9 | Tally Customization services | Access to Tally |  Tally Implementation Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 1

Upgrade from 6.3, 7.2 versionsto Shoper 9

February 2010

Page 2: Upgrade From 63_72 Versions to Shoper 9 | Tally Customization services | Access to Tally |  Tally Implementation Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 2

Objectives

Prerequisites for conversion from each version

Steps to be followed during conversion

Guidelines and best practices to be followed

Frequently Asked Questions

Page 3: Upgrade From 63_72 Versions to Shoper 9 | Tally Customization services | Access to Tally |  Tally Implementation Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 3

Prerequisites

Take backup of the existing Shoper databases.

Print all the necessary stock & sales reports in earlier version of Shoper.

Copy all the necessary files like custom INI, Bill Templates, Barcode templates,

etc.

Run Shoper Diagnostic Tool on existing database and find the results.

Based on the results, fix the data consistency issues before migration process.

Page 4: Upgrade From 63_72 Versions to Shoper 9 | Tally Customization services | Access to Tally |  Tally Implementation Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 4

Hardware & Software Requirements

Stand Alone POS and Server Configuration

Particulars Configuration

Processor Pentium D, 2.4 GHz

RAM 512 MB (Server with MSDE) 1 GB (Server with SQL Server) 2GB (Server with SQL 2005)

Hard Disk 160 GB, 7200RPM, SATA-II

Backup Device DVD Writer

Network 100 Mbps, Switched

Printer TVS MSP 240/250 or Epson LX 300+ (Parallel Port, DMP)

Operating System Windows XP Professional SP2

Database Management System

MSDE or SQL Express; may require SQL 2000 or SQL 2005 for high volumes

Internet Broadband, 256 KBPS

Data Transfer HTTP/ FTP Server/ E-mail (Outlook Express/ Microsoft Outlook)

Anti-Virus Recommended

Firewall Recommended

Page 5: Upgrade From 63_72 Versions to Shoper 9 | Tally Customization services | Access to Tally |  Tally Implementation Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 5

Hardware & Software Requirements

Client Configuration

If the customer is using old systems, ensure that the configurations are compatible with the recommended specifications

Particulars Configuration

Processor P IV 1.8 Ghz

RAM 512 MB

Hard Disk 40 GB

Network 100 Mbps, Switched

Printer TVS MSP 240/250 or Epson LX 300+ (Parallel Port, DMP)

Operating System Windows XP Professional SP2

Anti-Virus Recommended

Firewall Recommended

Page 6: Upgrade From 63_72 Versions to Shoper 9 | Tally Customization services | Access to Tally |  Tally Implementation Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 6

Hardware & Software Requirements

Shoper Diagnostic Tool

Customised Business Templates, if any

Page 7: Upgrade From 63_72 Versions to Shoper 9 | Tally Customization services | Access to Tally |  Tally Implementation Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 7

Installation Process

Uninstall the earlier version of Shoper

Install Shoper 9 with a dummy company code

Update latest patches

Activate the license

Page 8: Upgrade From 63_72 Versions to Shoper 9 | Tally Customization services | Access to Tally |  Tally Implementation Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 8

Migration Process

Create a new company, with the same company code as in the earlier version, for

migration using Setup > Create Company

Select the old database (SQL/ MSDE/ MSAccess)

Complete the migration process

Migrate Secondary database, if any

Uninstall the dummy company created using Setup > Company Maintenance

Page 9: Upgrade From 63_72 Versions to Shoper 9 | Tally Customization services | Access to Tally |  Tally Implementation Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 9

Database Migration Process

Page 10: Upgrade From 63_72 Versions to Shoper 9 | Tally Customization services | Access to Tally |  Tally Implementation Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 10

Data Collection after Migration

Generate all necessary reports after migration

Compare the reports before and after migration

Take backup of the migrated Shoper 9 company

Page 11: Upgrade From 63_72 Versions to Shoper 9 | Tally Customization services | Access to Tally |  Tally Implementation Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 11

Checks after Migration

All the reports before and after migration are matching

Customer sign off is obtained on the reports

Latest patch is updated

All the prefixes are set

All the menus are working after migration

Page 12: Upgrade From 63_72 Versions to Shoper 9 | Tally Customization services | Access to Tally |  Tally Implementation Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 12

More Information

Migration Process

o Shoper 9 POS Installation & Migration guide available on the installation CD

Frequently Asked Question

o Shoper Troubleshooting guide

o Knowledge Base accessible on Tally website

Page 13: Upgrade From 63_72 Versions to Shoper 9 | Tally Customization services | Access to Tally |  Tally Implementation Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 13

Question & Answer

Page 14: Upgrade From 63_72 Versions to Shoper 9 | Tally Customization services | Access to Tally |  Tally Implementation Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 14

Thank You