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The following guide is designed to upgrade the The Finance Shop Product Suite software and database on the server. The server (or domain controller) installation is designed to allow client workstations access to the The Finance Shop database and files that are installed on the server.

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Important: Steps 11-16 are only required if installing the  The Finance Shop Product Suite on the server. Insula Software recommends installing The Finance ShopS on on the server as it allows:

1. Remote access for The Finance Shop users. 
2. Allows Insula Software the ability to run as a remote user to better support your The Finance Shop installation.

Additional Support Software

If installing the The Finance Shop Product Suite on the server, consider installing Microsoft Office as this assists with:

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After the file copy, the folder structure should look like: 

Important: This installation guide will refer to the location above as: [tfs folder]

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1. Open Windows Explorer.
2. From the Tools menu, select Map Network Drive.... The Map Network Drive dialog appears.

Note:  In Microsoft Windows Vista or above, if the Tools menu is not visible, press the Alt key.

3. Using the drop-down menu, select the required drive letter.

Note: The selected drive letter should be the same for all systems (typically T:\).

1. Click the Browse... button. The Browse For Folder dialog is displayed.
2. Browse to the [server name] and select the shared folder TheFinanceShop.
3. Click OK.
4. Tick: Reconnect at logon
5. Click Finish.

Step 3 - Install Sentinel Protection Installer (Not required for TFS version 13)

Installs the Sentinel Hardware Licence Key security software.

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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 (Express Edition)

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Important: If Microsoft SQL Server 2008 is already installed, proceed to Step 8 - Restore Database.

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. Open SQL Server Configuration Manager (Start > All Programs > SQL Server 2008 > Configuration Tools > SQL Server Configuration Manager).
2. Log on to the system.
3. Expand: SQL Server Network Configuration > Protocols for MSSQLSERVER
4. Enable TCP/IP.
5. Enable Named Pipes.
   
   Note: A warning prompt will inform that these changes will not apply until the service is shut down and restarted.
   
   
6. Restart the SQL Server Service.

Step 8 - Restore Database

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1. Open Microsoft SQL Server Management Studio Express (Start > All Programs > Microsoft SQL Server 2008> SQL Server Management Studio).
2. Login to Microsoft SQL Server.
3. Right-click on Databases and click Restore Database.... The Restore Database dialog will be displayed.
4. In the To Database field, enter the TFS Database Name.

Example: TFSMain

In the From Device field, click the Browse button. The Specify Backup dialog will be displayed.

1. Click the Add button. The Locate Backup File dialog will be displayed.
2. Select the folder and file location of the Microsoft SQL Server backup file.
   • Typical Folder:  \[tfs folder]\Service\01 - Default Data\
   • Typical File: TFSSQL.bak
3. Click the OK button. The Locate Backup File dialog will close.
4. Click the OK button. The Specify Backup dialog will close.
5. In the Restore column, tick the backup to be restored.
6. Select the Options tab.
7. In the Restore the database file as list, click the TFS Database Name (i.e., TFSMain) Browse button. The Locate Database Files dialog will be displayed.
   
   OR
   
   Use the default file location.
8. Select the folder location where the database will be restored to.

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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.

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.

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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.

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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.

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Step 12 - Install Core Components

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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.
   Image Removed
   Image Added
    
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.
   
   
    
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.

Step 16 - User Acceptance Tests

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