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Any workstation or server that is to perform integration must first be installed with all the required software to access and operate the respective systems (including The Finance Shop).

Note

Ensure MYOB Premier or MYOB Accounting is installed and working on the system. For detailed instructions for installing and configuring MYOB, please refer to the MYOB product documentation.

TFS Integration

For detailed instructions on installing TFS Integration, refer to the TFS Product Suite Installation Guide.

In brief, the installation of the following is required: 

  • The Finance Shop Product Suite
  • Microsoft SQL Server 2008
  • Core Components
  • MYOB Premier (Version 12 or above) or MYOB Accounting (Version 18 or above)
  • DSN configurations for:
    • TFS (TFSMain)
    • MYOB


TFS Integration Licensing

A TFS Integration licence is required to be activated before the software can be run.

Note

An update to your Sentinel Hardware Licence Key may be required to use TFS Integration.

MYOB ODBC DSN Connection

For TFS Integration to update and access MYOB data, an ODBC Data Source Name (DSN) connection to the MYOB database is required.

How to Setup a MYOB ODBC DSN

  1. Open Data Sources (ODBC) (Start > Control Panel > Administrative Tools > Data Sources (ODBC)). The ODBC Data Source Administrator dialog will be displayed.
  2. Select the System DSN tab.
  3. Click the Add button. The Create New Data Source dialog will be displayed.

  4. Select: MYOAU0801

    Note

    The MYOB ODBC data source MYOAU0801 is only used by MYOB Premier 12 and MYOB Accounting 18.


  5. Click the Finish button. The ODBC MYOB Setup Configuration dialog will be displayed.

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  6. Enter the required Data Source Name.
  7. Enter a description, if required.
  8. Click the Browse button to search for the MYOB Company File location. The Select File for ODBC Source dialog will be displayed.
    • Select the required .myo file (e.g., company.myo).
    • Click the Open button. The dialog will close.
  9. Enter a Username and Password, if required.
  10. In the Developer Access section, tick Enable. The Developer Access fields become available.
  11. Click the MYOB Application Path Browse button. The Select MYOB Application file dialog will be displayed.
    • Select the required .exe file (e.g., myobp.exe)
    • Click the Open button. The dialog will close.
  12. If the File Access section is enabled (it is disabled when pointing towards the MYOB Accounting executable), select the correct file access settings.
  13. Click the Key Value Browse button. The Select Key File dialog will be displayed
    • Select the required .key file (e.g., 012345678910.key)
    • Click the Open button. The dialog will close.
  14. Click the OK button. The MYOB ODBC DSN connection will be created.

Enable MYOB Licence

The following procedure allows write access to the MYOB ODBC DSN connection.

  1. Open MYOB.
  2. Open the correct database.
  3. Open the Company Information screen (Setup > Company Information)
  4. Click the Licence button. The Enable Licence dialog is displayed.
  5. Click the Enable Online button.The licence will be enabled.
  6. After the licence has been enabled, the Update Licence Confirmed dialog will be displayed. Click the OK button.
  7. Click the OK button.
  8. Close MYOB.