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On the system that contains the [tfs folder]:

Insert the The Finance Shop Software Upgrade USB into the USB drive.

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Note: If Autorun is enabled, the TFS Upgrade PDF document will automatically open.

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Note: During the file copy the following dialogs may be displayed: Confirm File ReplaceConfirm Folder ReplaceConfirm File Replace (Read Only). When displayed, click Yes To All to replace all files and folders. 


Step 2 - Download Latest Version

Download the latest version of the The Finance Shop 2015 Product Suite (v11). This is performed via:

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  • \\[tfs folder]\Setup\The Finance Shop\[TFS Version Number]\

 


Step 3 - Configure Folder And File Permissions

The TFS folders (see TFS Folders) require different access permissions depending on the folder. The following table displays the list of The Finance Shop folders and the network permissions required for each. Network permissions are rules associated with a shared resource on a network, such as a file, folder, or printer. These permissions can be assigned to groups, global groups, or individual users.

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See the Microsoft Windows Help and Support documentation for more information on folder security permissions.

(The Finance Shop Folder Structure

Non-Administrative User Network Permissions

Bin

None

ClientFiles

Read/Write

Data

Read

Data\%All Other Database Sub-Folders%

Read

Data\Spellcheck

Read/Write

Documentation

Read

Image

Read

Log

Read/Write

MailMerge

Read/Write

Marketing

Read/Write

Report

Read

Service

Read/Write

Setup

Read

SmartDocs

Read

SmartLodge

Read/Write

Specification

Read

Temp

Read/Write

Upgrade

Read/Write

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Step 4 - Disable Scheduled Tasks

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  • Server Backups
  • Automatic Server Restarts
  • Microsoft SQL Server Data Transformation Services (DTS)
  • Crystal Reports Server
  • Systems Integration

 

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