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Julie Doyle-Whitelock (Deactivated)

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Provides The Finance Shop with instructions to read and write from the database.

 

Critical: Microsoft Windows 64-Bit Operating Systems include two executable files to open ODBC Data Source Administrator. To connect to The Finance Shop, please use the secondary location listed below: 
  • Main Location: \\%SystemRoot%\system32\odbcad32.exe is used to create and maintain data source names for 64-bit applications.
  • Secondary Location: \\%SystemRoot%\SysWOW64\odbcad32.exe is used to create and maintain data source names for 32-bit applications, including 32-bit applications that run on 64-bit operating systems.


Procedures

Configuring The Finance Shop ODBC DSN

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Installs a set of common software tools used by The Finance Shop.

Procedures

Installing Core Components

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Installs The Finance Shop.

Procedures

Installing The Finance Shop

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Important: Proceed only if: 
TFS was NOT installed on the server. 
AND 
This is the FIRST client installation of The Finance Shop.

Procedures

Configuring The Finance Shop Administration Tool

  1. Open The Finance Shop Administration (Start > All Programs > Insula Software > TFS Administration). TheSecurity Log On dialog will be displayed.
  2. Log on to the system using the Username and Password supplied on the Software Licence Certificate.
  3. From the Administration menu, select Sentinel Key. The Sentinel Hardware Security Key dialog will be displayed.

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  4. Enter the following information:
    • Key Code: Provided by Insula Software.
    • Database Server Name: Server/workstation name that hosts the The Finance Shop database.
    • Database DSN: The licence database name stored in the licence database. Typically TFSMain.
    • SSPro Server Name: Server/workstation name that hosts the Sentinel Hardware Licence Key. Typically this is the same as the Database Server Name.
  5. Under the License System heading: 
    • Licence System DSN: TFSMain
  6. Click Refresh. The yellow coloured fields will populate.
  7. Click Save.
  8. Close the Sentinel Hardware Security Key window.
  9. Exit the The Finance Shop Administration Tool.

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Important: Proceed only if: 
TFS was NOT installed on the server. 
AND 
This is the FIRST client installation of TFS.

Procedures

Configuring The Finance Shop

  1. Open The Finance Shop (Start > All Programs > Insula Software > The Finance Shop).
  2. Log on to the system using the Username and Password supplied on the Software Licence Certificate.
  3. From the Help menu, select Configuration. The System Configuration dialog will be displayed. The following image displays the default settings.

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  4. In the Database column, confirm that the Drive and Folder locations are correct. If the TFS files were installed to a different location, modify them using the Browse buttons.
  5. Click OK.
  6. Restart The Finance Shop.

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Important: This step is ONLY required if Step 7 - The Finance Shop System Configuration was skipped.

Procedures

Staring The Finance Shop

  1. Start The Finance Shop (Start > All Programs > Insula Software > The Finance Shop).

    Tip: Double-click the The Finance Shop desktop icon.

  2. Log on to the system.

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