The following topics should be performed on the day (or the evening prior to) the install of theThe Finance Shop Product Suite.

The topics contain information for internal IT staff responsible for the deployment of the The Finance Shop Product Suite and its integration into internal systems and business processes.

Step 1 - Implement The Finance Shop Files

On the system that contains the [tfs folder]:

Insert the The Finance Shop Software Upgrade USB into the USB drive. 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 Product Suite. This is performed via:

Insula Software's FTP page: ftp://www.insulagroup.com.au

Note: If the same version exists on both the The Finance Shop USB and the FTP site, please skip this process.

After downloading the latest version of the application, the files should be extracted and stored in the following folder location:

\\[tfs folder]\Setup\The Finance Shop\[TFS Version Number]\

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.

The available Microsoft Windows folder security permissions include:

Full Control
Modify
Read & Execute
List Folder Contents
Read
Write
Special Permissions

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
Bin	None
ClientFiles	Read/Write
Data	Read
Data\%All Other Database Sub-Folders%	Read
Data\Spellcheck	Read/Write
Log	Read/Write
MailMerge	Read/Write
Marketing	Read/Write
Report	Read
Service	Read/Write
Setup	Read
SmartDocs	Read
SmartLodge	Read/Write
Temp	Read/Write
Upgrade	Read/Write

Step 4 - Disable Scheduled Tasks

Disable any scheduled tasks that may interfere with The Finance Shop Product Suite installation process, such as:

Server Backups
Automatic Server Restarts
Microsoft SQL Server Data Transformation Services (DTS)
Crystal Reports Server
Systems Integration

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