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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.
- Open Windows Explorer.
- Browse to: USB Drive (typically the E:\ Drive).
- Right-click on the TheFinanceShop folder and select Copy.
- Browse to the mapped The Finance Shop folder (Typically the T:\ Drive). The following image is a typical example of TheFinanceShop folder.
- From the Folders pane (top arrow), right-click the T:\ folder (bottom arrow) and select Paste. The file copy will commence.
Note: During the file copy the following dialogs may be displayed: Confirm File Replace, Confirm Folder Replace, Confirm 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:
- The Finance Shop Website Download Page: http://www.thefinanceshop.net.au/html/downloads.php
- Insula Software's FTP page: ftp://www.insulagroup.com.au
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- \\[tfs folder]\Setup\The Finance Shop\[TFS Version Number]\
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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 |
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Bin | None |
ClientFiles | Read/Write |
Data | Read |
Data\%All Other Database Sub-Folders% | Read |
Data\Spellcheck | Read/Write |
Image
Read
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 |
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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