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- Open Windows Explorer.
- Browse to: USB Drive (typically the E:\ Drive).
- Right-click on the TheFinanceShop folder and select Copy.
- Browse to the TFS folder on the server (Typically the C:\TheFinanceShop\ drive). The following image is a typical example of the TFS folder.
- From the Folders pane (top arrow), right-click the C:\TheFinanceShop\ folder (bottom arrow) and select Paste. The file copy will commence.
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After the file copy, the folder structure should look like:
Important: This installation guide will refer to the location above as: [tfs folder]
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Important: If Microsoft SQL Server 2008 is already installed, proceed to Step to Step 7 - Restore Database.
Due to the range of versions and platforms available for Microsoft SQL Server 2008, the following instructions are based on the 32-bit Express Edition (with Advanced Services) of MSSQL. Your IT Support team can use this as a guide to installing other editions and platforms.
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- Open SQL Server Configuration Manager (Start > All Programs > SQL Server 2008 > Configuration Tools > SQL Server Configuration Manager).
- Log on to the system.
- Expand: SQL Server Network Configuration > Protocols for MSSQLSERVER
- Enable TCP/IP.
- Enable Named Pipes.
Note: A warning prompt will inform that these changes will not apply until the service is shut down and restarted.
- Restart the SQL Server Service.
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- Open Microsoft SQL Server Management Studio Express (Start > All Programs > Microsoft SQL Server 2008> SQL Server Management Studio).
- Login to Microsoft SQL Server.
- Right-click on Databases and click Restore Database.... The Restore Database dialog will be displayed.
- In the To Database field, enter the TFS Database Name.
Example: TFSMain - In the From Device field, click the Browse button. The Specify Backup dialog will be displayed.
- Click the Add button. The Locate Backup File dialog will be displayed.
- Select the folder and file location of the Microsoft SQL Server backup file.
- Typical Folder: \[tfs folder]\Service\01 - Default Data\
- Typical File: TFSSQL.bak
- Click the OK button. The Locate Backup File dialog will close.
- Click the OK button. The Specify Backup dialog will close.
- In the Restore column, tick the backup to be restored.
- Select the Options tab.
- In the Restore the database file as list, click the TFS Database Name (i.e., TFSMain) Browse button. The Locate Database Files dialog will be displayed.
OR
Use the default file location. - Select the folder location where the database will be restored to.
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Important: This step is ONLY required if The Finance Shop is to be installed on the server.
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 Windows Explorer.
- Browse to: \[tfs folder]\Setup\Core Components\v14v15.0\
- Double-click setup.exe. The Core Components Welcome dialog will be displayed.
- Click Next. The Licence Agreement dialog will be displayed.
- Select I accept the terms in the licence agreement.
- Click Next . The Customer Information dialog will be displayed.
- Enter User Name and Organisation details.
- Select Anyone who uses this computer (all users).
- Click Next. The Setup Type dialog will be displayed.
- Select Complete.
- Click Next . The Ready To Install the Program dialog will be displayed.
- Click Install to begin the installation.
- Click Finish to complete the installation.
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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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The following is a list of view only tests that should be performed after installing the application.
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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