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Important: For the purpose of the Non-Domain Network installation, the (primary) client workstation that stores the The Finance Shop database will employ a Server Installation whilst the (secondary) client workstations that connect to the The Finance Shop database on the (primary) client workstation will employ a Client Installation.
Step 1 - Implement The Finance Shop Files
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- Open Windows Explorer.
- Browse to: \[tfs folder]\Setup\Sentinel Protection Installer\v7.6.6\
- Double-click setup.exe. The Sentinel Protection Installer Welcome dialog will be displayed.
- Click Next. The Licence Agreement will be displayed.
- Select I accept the terms in the licence agreement.
- 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.
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Step 4 - Install Microsoft Windows Installer 4.5
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- Open Windows Explorer.
- Browse to: \[tfs folder]\Setup\Database - MSSQL 2008\Microsoft - Powershell 1.0\
- Double click the relevant setup file. The Software Update Installation Wizard dialog will be displayed.
- Click the Next button. The License Agreement dialog will be displayed.
- Select I Agree.
- Click Next. The installation will begin.
- Once the update is complete, click Finish.
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Step 6 - Install Microsoft DotNet 3.5
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Note: The computer may need to be restarted after the installation.
Step 7 - Install Microsoft SQL Server 2008
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Important: If Microsoft SQL Server 2008 is already installed, proceed to Step 10 - Install Sentinel Hardware Licence Key.
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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- Restart the SQL Server Service.
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Step 8 - Restore Database
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- In the File Name field, enter the file name: TFSMain_log.ldf
- Click the OK button.
- Click the OK button. The database restoration will be performed.
- Close Microsoft SQL Server Management Studio.
Step 9 - Configure Microsoft SQL Server Security
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- Ensure the selection for the Default Database is: master
- Select the User Mapping page.
- From the Users Mapped to This Login list, tick the required The Finance Shop database. The Database Role Membership For [Selected Database] list will be updated.
- For the The Finance Shop database, ensure that the following two items are ticked:
- db_owner
- public
- Click OK.
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Step 10 - Install Sentinel Hardware Licence Key
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- Insert the USB Sentinel Hardware Licence Key into a USB port on the back of the computer.
Step 11 - ODBC DSN Configuration
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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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- Click Next.
- Click Next.
- Tick Change the default database to.
- From the drop-down list select: TFSMain
- Click Next.
- Click Finish. The ODBC Microsoft SQL Server Setup dialog will be displayed.
- Click Test Data Source....
- If successful, click OK.
- Click OK. The ODBC Microsoft SQL Server Setup dialog will close.
- Click OK. The Data Sources (ODBC) dialog will close.
Step 12 - Install Core Components
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- Open Windows Explorer.
- Browse to: \[tfs folder]\Setup\Core Components\v15.0\
- 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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Step 13 - Install The Finance Shop
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- Open Windows Explorer.
- Browse to \[tfs folder]\Setup\The Finance Shop\The Finance Shop 11.0.x\Setup\
- Double-click TheFinanceShop 11.0.89xx (ASA 3.8.9).msi. The The Finance Shop installation process will begin.
- Click Next. The TFS 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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Step 14 - Configure The Sentinel Hardware Licence Key
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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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Step 15 - The Finance Shop System Configuration
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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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Step 16 - User Acceptance Tests
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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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