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Important:
- It is recommended that a mapped drive be added to the network login script.
- If a mapped network drive is already available to the shared The Finance Shop drive, proceed to to Step 2 - Install Microsoft SQL Native Client.
Procedures
Mapping A Network Drive
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Important: If Microsoft SQL Native Client is already installed, proceed to Step to Step 3 - ODBC DSN Configuration. If unsure, re-install the software.
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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:
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Procedures
Configuring The Finance Shop ODBC DSN
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- Open The Finance Shop Administration (Start > All Programs > Insula Software > TFS Administration). TheSecurity Log On dialog will be displayed.
- Log on to the system using the Username and Password supplied on the Software Licence Certificate.
- From the Administration menu, select Sentinel Key. The Sentinel Hardware Security Key dialog will be displayed.
- 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.
- Under the License System heading:
- Licence System DSN: TFSMain
- Click Refresh. The yellow coloured fields will populate.
- Click Save.
- Close the Sentinel Hardware Security Key window.
- Exit the The Finance Shop Administration Tool.
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- Open The Finance Shop (Start > All Programs > Insula Software > The Finance Shop).
- Log on to the system using the Username and Password supplied on the Software Licence Certificate.
- From the Help menu, select Configuration. The System Configuration dialog will be displayed. The following image displays the default settings.
- 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.
- Click OK.
- Restart The Finance Shop.
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- Start The Finance Shop (Start > All Programs > Insula Software > The Finance Shop).
Tip: Double-click the The Finance Shop desktop icon.
- Log on to the system.
Step 9 - User Acceptance Tests
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Note: These tests should be performed after the first installation of The Finance Shop.
Screen / View | Menu Path | Completed |
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Start The Finance Shop |
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View all screens via the Menu bar |
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View all screens via the Sidebar |
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