Transcript Re-installation - Tally Solutions

Shoper 9 POS Re-installation
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When is re-installation required?
Planned
You are changing the hardware such as Hard disk or Mother
Board
You are moving Shoper 9 from one system to another
You are changing the Operating System
Unplanned
The system has crashed
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Resources for re-installation
Contents of tool kit for Single Store
Latest Shoper 9 Setup CD or latest setup files from the website
Latest Shoper 9 LiveUpdate tool
MS-SQL Express (recommended) setup (if you are not using
Shoper 9 CD, download from website)
SQL Server 2005, if available with the client use it
MSDE, if you are using it (not recommended for Shoper 9)
Necessary files for Barcode, Business and Bill templates, if any
Shoper 9 POS Installation and Setup document
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Resources for re-installation
Contents of tool kit for Chain Store
Latest Shoper 9 Setup CD or latest setup files from the website
Latest Shoper 9 LiveUpdate tool
MS-SQL Express (recommended) setup (if you are not using
Shoper 9 CD, download from website)
SQL Server 2005, if available with the client use it
MSDE, if you are using it (not recommended for Shoper 9)
Necessary chain specific custom installer along with Business and Bill
templates, if any
Shoper 9 POS Installation and Setup document
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Planned re-installation
Take the backup of Application and Security databases
Take the backup of Secondary database, if any
Collect all the exes and ini files, if customisations are present
Make a note of the database server name, user names,
passwords, Shoper company codes along with the system
name (computer name)
Backup the necessary files for Customisation, Shoper Barcode,
Business and Bill templates, if any
Make a note of the Terminal Id’s and descriptions
Surrender Shoper 9 License
On Shoper 9 splash screen, click Manage License >
Surrender License
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Unplanned re-installation
Surrender Shoper 9 License using Control Centre
Go to http://www.tallysolutions.com
Log in using Tally.NET User ID and Password
Go to License and Configuration > List of Licenses > Action >
Surrender
In case of Single Store
Collect the recent backup from external storage device
In case of Chain Store
Get the complete mode replication file from the chain’s head
office. This is to ensure that you have the latest synchronised
data from HO
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Before re-installation
Ensure that SQL/ MSDE is installed
In case of Server installation and if MSDE is used then go to MSDE >
Tools > Server and Network Utility and ensure that TCP/IP and
Named pipes protocols is enabled
Copy all the database backups into a temporary folder which can be
utilised during the re-installation process
Copy the latest customised templates, barcode script files, Business
and Bill templates, if any
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Different types of re-installation
Standalone – for a single user of Shoper 9 POS
Server – for a multi user of Shoper 9 POS were you have Server
and one or more nodes
Client – you have two options:
Full Client – the nodes will have all the required files in the
node application folder
Connectivity components – the server will have all the
required files and the nodes use the files from the server
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Care to be taken during re-installation
In server re-installation, ensure that the Shoper Application folder is
shared with Full Control
During node re-installation, use the same terminal Ids provided
earlier for each node
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Re-installation process of Shoper 9 POS
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Recovering data in case of a system crash
For Single Store
Install Shoper 9 using appropriate business template along with the
assigned company code
Collect the recent backup from the Backup folder or from external
storage device
Restore the same using Housekeep > Restore option
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Recovering data in case of a system crash
For Chain Store
Install Shoper 9 using appropriate business templates along with
assigned company code
Get the complete mode replication file from the chain’s Head office
Copy the complete mode replication file in ASTIn folder
Import using Housekeeping > Data Import > Import from AST
OR
Copy the complete mode replication file in In folder and do Manual
Sync
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Re-activating Shoper 9 License
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Reactivating Shoper 9 License
Ensure you have an active internet connection
Run Shoper 9 POS
On Shoper 9 splash screen click Manage License
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Reactivating Shoper 9 License
The Manage License screen with License Operation options is
displayed
Select Re-Activate License
Click Continue
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Reactivating Shoper 9 License
The Reactivate license screen is displayed
Select If you wish to reactivate a site
Click Continue
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Reactivating Shoper 9 License
The Reactivate Site License screen is displayed
Enter
Account ID
Site ID
E-Mail ID of Site Administrator
Password
Click Submit
The Unlock Key will be mailed to the E-Mail ID of Site Administrator
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Reactivating Shoper 9 License
The Sample e-mail is displayed as shown.
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Reactivating Shoper 9 License
The Manage License screen now displays the options Unlock License
and Reset License
Select Unlock License
Click Continue
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Reactivating Shoper 9 License
The Unlock License screen is displayed.
Enter the Unlock Key received by e-mail
Click Submit to activate the Shoper 9 License
An activation successful message is displayed
Click OK to return to Manage License screen
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Reactivating Shoper 9 License
The Manage License now displays the options Update License,
Surrender License and Reset License
Close Manage License screen
Close Shoper 9 POS splash screen
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Checks after completion of re-installation
Ensure that all the databases are restored (Such as Security,
Application, Secondary Database)
If any customised ini and exe files exist, copy them into the
application folder
Collect the latest Custom LiveUpdate and latest Custom Patches
from the Chain’s Head Office
If any bill templates and barcode files exist, copy them to the
respective folders
Take the backup and check all the transactions for Day End, Day
Begin and other transactions then restore the backup
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Checks – If you are not a Primary Partner
Contact Primary Partner and discuss before starting the assignment
Keep the Primary Partner informed about the progress of the
assignment
On completion inform the primary partner about the completion and
take a sign off
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Checks – If re-installation is assigned by TIPL
Follow the instructions provided in the TIPL mail
Carry all latest documents available at the Partner Portal
If you have any issues contact the concerned person mentioned in
the mail
If you are doing the re-installation for the first time, contact TIPL
and get trained
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Shoper 9 Installation Documents
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Where to find Shoper installation documents?
For reference documents Go to http://www.tallysolutions.com
Click Download
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Where to find Shoper installation documents?
Click Shoper 9
Click Download Shoper 9
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Where to find Shoper installation documents?
Select Shoper 9 Series A Release 1.0 Installation Guide for
installation and re-installation process document
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Points discussed
Re-installation Scenarios
Resources for re-installation
Planned and unplanned re-installation
Steps to be followed before formatting the system
Care to be taken before re-installation
Re-installation process of Shoper 9 POS
Recovering data in case of system crash
Reactivating Shoper 9 Licenses
Checks after completion of re-installation
Checks – If you are not a Primary Partner
Checks – If re-installation is assigned by TIPL
Availability of Shoper installation documents
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Thank You
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