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The following guide is designed to upgrade the The Finance Shop Product Suite software on a client workstation.
Step 1 - Map Network Drive
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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 Step 2 - Install Microsoft SQL Native SQL Native Client.
Procedures
Mapping A Network Drive
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- Click the Browse... button. The Browse For Folder dialog is displayed.
- Browse to the [server name] and select the shared folder TheFinanceShop.
- Click OK.
- Tick: Reconnect at logon
- Click Finish.
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Installs the native client for Microsoft SQL Server 2008. This driver allows the client workstation to connect to the Microsoft SQL Server.
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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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- 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.
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Step 4 - 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 5 - 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 6 - 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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Configuration settings for The Finance Shop.
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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 8 - Test The Finance Shop
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Important: This step is ONLY required if Step 7 - The Finance Shop The Finance Shop System Configuration was skipped.
Procedures
Staring The Finance Shop
- 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.
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Step 9 - 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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