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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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  1. Open Windows Explorer.
  2. Browse to: \[tfs folder]\Setup\Sentinel Protection Installer\v7.6.6\
  3. Double-click setup.exe. The Sentinel Protection Installer Welcome dialog will be displayed.
  4. Click Next. The Licence Agreement will be displayed.
  5. Select I accept the terms in the licence agreement.
  6. Click Next. The Setup Type dialog will be displayed.
  7. Select Complete.
  8. Click Next. The Ready To Install the Program dialog will be displayed.
  9. Click Install to begin the installation.
  10. Click Finish.

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Step 4 - Install Microsoft Windows Installer 4.5

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  1. Open Windows Explorer.
  2. Browse to: \[tfs folder]\Setup\Database - MSSQL 2008\Microsoft - Powershell 1.0\
  3. Double click the relevant setup file. The Software Update Installation Wizard dialog will be displayed.
  4. Click the Next button. The License Agreement dialog will be displayed.
  5. Select I Agree.
  6. Click Next. The installation will begin.
  7. 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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  1. Restart the SQL Server Service.

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Step 8 - Restore Database

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  1. In the File Name field, enter the file name: TFSMain_log.ldf
  2. Click the OK button.
  3. Click the OK button. The database restoration will be performed.
  4. Close Microsoft SQL Server Management Studio.

 


Step 9 - Configure Microsoft SQL Server Security

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  1. Ensure the selection for the Default Database is: master
  2. Select the User Mapping page.
  3. 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.
  4. For the The Finance Shop database, ensure that the following two items are ticked: 
    • db_owner
    • public
  5. 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: 
  • 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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  1. Click Next.
  2. Click Next.
  3. Tick Change the default database to.
  4. From the drop-down list select: TFSMain
  5. Click Next.
  6. Click Finish. The ODBC Microsoft SQL Server Setup dialog will be displayed.
  7. Click Test Data Source....
  8. If successful, click OK.
  9. Click OK. The ODBC Microsoft SQL Server Setup dialog will close.
  10. Click OK. The Data Sources (ODBC) dialog will close.

 


Step 12 - Install Core Components

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  1. Open Windows Explorer.
  2. Browse to: \[tfs folder]\Setup\Core Components\v15.0\
  3. Double-click setup.exe. The Core Components Welcome dialog will be displayed.
  4. Click Next. The Licence Agreement dialog will be displayed.
  5. Select I accept the terms in the licence agreement.
  6. Click Next . The Customer Information dialog will be displayed.
  7. Enter User Name and Organisation details.
  8. Select Anyone who uses this computer (all users).
  9. Click Next. The Setup Type dialog will be displayed.
  10. Select Complete.
  11. Click Next . The Ready To Install the Program dialog will be displayed.
  12. Click Install to begin the installation.
  13. Click Finish to complete the installation.

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Step 13 - Install The Finance Shop

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  1. Open Windows Explorer.
  2. Browse to \[tfs folder]\Setup\The Finance Shop\The Finance Shop 11.0.x\Setup\
  3. Double-click TheFinanceShop 11.0.89xx (ASA 3.8.9).msi. The The Finance Shop installation process will begin.
  4. Click Next. The TFS Licence Agreement dialog will be displayed.
  5. Select I accept the terms in the licence agreement.
  6. Click Next. The Customer Information dialog will be displayed.
  7. Enter User Name and Organisation details.
  8. Select Anyone who uses this computer (all users).
  9. Click Next. The Setup Type dialog will be displayed.
  10. Select Complete.
  11. Click Next. The Ready To Install the Program dialog will be displayed.
  12. Click Install to begin the installation.
  13. Click Finish to complete the installation.

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Step 14 - Configure The Sentinel Hardware Licence Key

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  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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Step 15 - The Finance Shop System Configuration

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  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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Step 16 - User Acceptance Tests

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Start The Finance Shop

 

 



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