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ly Solutions Pvt. Ltd. All Rights Reserved Shoper 9 POS Re- installation

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Page 1: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved

Shoper 9 POS Re-installation

Page 2: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 2

When is re-installation required?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

Page 3: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 3

Resources for re-installationResources for re-installationContents 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

Page 4: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 4

Resources for re-installationResources 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

Page 5: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 5

Planned re-installationPlanned re-installationTake 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 LicenseOn Shoper 9 splash screen, click Manage License > Surrender License

Page 6: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

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Unplanned re-installationUnplanned 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 StoreGet the complete mode replication file from the chain’s head office. This is to ensure that you have the latest synchronised data from HO

Page 7: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 7

Before re-installationBefore 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

Page 8: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 8

Different types of re-installationDifferent 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

Page 9: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 9

Care to be taken during re-installationCare 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

Page 10: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 10

Re-installation process of Shoper 9 POS

Page 11: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 11

Recovering data in case of a system crashRecovering data in case of a system crashFor 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

Page 12: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 12

Recovering data in case of a system crashRecovering data in case of a system crashFor 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

Page 13: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 13

Re-activating Shoper 9 License

Page 14: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 14

Reactivating Shoper 9 LicenseReactivating Shoper 9 LicenseEnsure you have an active internet connection

Run Shoper 9 POS

On Shoper 9 splash screen click Manage License

Page 15: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 15

Reactivating Shoper 9 LicenseReactivating Shoper 9 LicenseThe Manage License screen with License Operation options is displayed

Select Re-Activate LicenseClick Continue

Page 16: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 16

Reactivating Shoper 9 LicenseReactivating Shoper 9 LicenseThe Reactivate license screen is displayed

Select If you wish to reactivate a site

Click Continue

Page 17: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 17

Reactivating Shoper 9 LicenseReactivating Shoper 9 LicenseThe Reactivate Site License screen is displayed

Enter Account IDSite IDE-Mail ID of Site AdministratorPassword

Click SubmitThe Unlock Key will be mailed to the E-Mail ID of Site Administrator

Page 18: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 18

Reactivating Shoper 9 LicenseReactivating Shoper 9 LicenseThe Sample e-mail is displayed as shown.

Page 19: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 19

Reactivating Shoper 9 LicenseReactivating Shoper 9 LicenseThe Manage License screen now displays the options Unlock License

and Reset License

Select Unlock License

Click Continue

Page 20: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 20

Reactivating Shoper 9 LicenseReactivating Shoper 9 LicenseThe 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

Page 21: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 21

Reactivating Shoper 9 LicenseReactivating Shoper 9 LicenseThe Manage License now displays the options Update License, Surrender License and Reset License

Close Manage License screenClose Shoper 9 POS splash screen

Page 22: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 22

Checks after completion of re-installationChecks 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

Page 23: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 23

Checks – If you are not a Primary PartnerChecks – 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

Page 24: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 24

Checks – If re-installation is assigned by TIPLChecks – 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

Page 25: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 25

Shoper 9 Installation Documents

Page 26: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 26

Where to find Shoper installation documents?Where to find Shoper installation documents?For reference documents Go to http://www.tallysolutions.com

Click Download

Page 27: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 27

Where to find Shoper installation documents?Where to find Shoper installation documents?Click Shoper 9

Click Download Shoper 9

Page 28: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 28

Where to find Shoper installation documents?Where to find Shoper installation documents?Select Shoper 9 Series A Release 1.0 Installation Guide for installation and re-installation process document

Page 29: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 29

Points discussed 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

Page 30: Shoper 9 POS Re-Installation | Tally Shopper | Tally Chennai  | Tally.NET Services

© Tally Solutions Pvt. Ltd. All Rights Reserved 30

Thank You