Tally Data Migration

The Tally Data Migration Tool helps you upgrade from Tally 7.2 to Tally 9, by migrating Data and TCP (Tally Compliant Product) files. It also restores 7.2 backup files.
Using the Tally Data migration Tool, you can migrate Payroll data also
Tally 7.2 Data and TCP files cannot be used on Tally 9 unless you migrate them, for which you need to be a licensed user of Tally 9.
Tally 6.3 users can also use the migration tool, which will rewrite the version to Tally 7.2 and then migrate the data to Tally

Tally Data Migration ടൂള്‍

The Tally Data Migration Tool works with the tally 9. exe and helps you migrate Tally 7.2 company data. It also helps you migrate Tally 7.2 TCP files.
A brief explanation on Tally Data Migration and Tally 9 screen follows, as both screens open simultaneously during migration.

Migrate Company Menu
The Migrate Company menu displays the following:
· Migrate Data
· Migrate TCP
· Restore 7.2 Backup
Migration Messages Pane
The migration status displays in the Migration Messages Pane when the migration is in progress.
Calculator PaneIf errors occur during migration, then an error message displays in the Calculator പാനല്‍

Migrating Data

If you have enabled and used Payroll in Tally 7.2, before migrating data, ensure that the Payroll process for the previous month is complete and processed because Payroll in Tally 9 will be effective from the date of migration.
· Migrating Data from Tally 7.2 to Tally 9
· Migrating Group company data from Tally 7.2 to Tally 9
· Post Migration Steps for Payroll data in Tally 9
Advantages of Migrating Payroll data from Tally 7.2 to 9
1. Processing Payroll in Tally 9 has now become so easy that you can generate a Pay slip in four steps.
2. Pay Head and Salary details creation has become user-friendly and can be defined at the master level.
3. Though there is a hierarchy change in Pay Heads, after migration to Tally 9 the migration tool allows you migrate the calculation type specified in Tally 7.2, thus allowing you to continue generating Payroll reports.
4. A simple re-configuration of the Pay Heads after migration allows you to continue with the Payroll processing in Tally 9.

Migrating Data from Tally 7.2 to Tally 9

For an existing 7.2 customer, the migration process takes place as explained below.
1. Click the tallymigration icon to start the migration.

2. Tally Data Migration and Tally 9 start simultaneously, in separate screens.As soon as Tally 9 is loaded, the message ‘Ready for Migration’ displays in the Migration Messages Pane.

Tally Licensing

Tally Licensing is one of the best thing for Tally and the most unique licensing system for stopping software piracy. In fact Tally is one of those software companies who had succeeded in stopping the piracy of software by implementing innovative licensing system.
Although it has proved a boon to company but is has been a bane for the users. This licensing system has raised difficulties for its users. According to Mr Bharat Goenka , Managing Director Tally India, life of pirated user is more easier the original user. All the hardship of licensing are faced by original user.
Many of Tally users have asked me about licensing related problem from time to time.These are related to activation of license, surrender of license and the updation of license. Lets understand the licensing process to solve the problems faced.

The Process of Licensing
After Installing Tally, you have to activate the license. Activation of license actually puts the signature of your computer into Tally's server. The signature, which contains information related to version of operating system, the hardware installed, the machine name etc is stored in Tally's server against your serial no. That serial no. is blocked against any other installation preventing duplication of your license. Internet is needed to send the signature file to Tally's server. In response to the entry a file is sent to the computer which is stored in the same folder where Tally is installed. This file is stored as tally9.lic in same folder where tally is installed.
There are two ways to activate the license. Online and Offline. Computer with direct internet connection can activate the license by online process. Those computers which has no direct internet have to follow offline process.


Activation of License

The License is to be activated to avail full features of Tally. If the license is not activated Educational would be shown on the top right corner. And Multi Account printing menu would be disabled.
Just after starting the tally the activation form is displayed. After connecting the internet this form has to be filled and submitted. The serial no. and the key is printed on every box which comes with Tally. You have to fill the email address which you often use because tally sends latest updates regarding product on this email address.

The offline Process.
If you don't have the direct access to internet then you have to follow the offline process of license activation. The concept is same, a file has to be generated and sent to the tally server and another file from server has to be installed in Tally machine. If the computer has no internet connection then we have to find a pc where the internet connection is available. So the file from our computer has to be generated and then copied to another system and from there it has to be uploaded and the resultant file has to be again copied in tally folder.
For this out have to escape the activation form in the starting and perform following steps.
Go to F12 -> Licensing -> Offline -> Activation.
Again the same form will be displayed and after pressing enter with all information filled a file called tallyreq.lic would be generated. This file has to be copied on any cd or pen drive and pasted in the computer where internet connection is available. (if Tally is not installed on that computer then it is to be installed there also.)
Here when you follow these steps:-
Go to F12 -> Licensing -> Offline ->SEnd External Request.
You would get tallyresp.lic file in response to file you have uploaded. Now the last and final step of offline activation is to copy the file from Tally folder and paste in the folder where Tally is to be activated. After pasting the file just run Tally and you would be greeted by a message of successful activation and a prompt for you to register your software.


Your Tally is activated.

Updation of Tally License
The Tally License has to be updated frequently. This is usually done to prevent license being expired. After 30 to 45 days you would start watching a message in your lower right corner that your license is going expire, please update/renew your license. This message is usually 5 days
prior to the expiry of license. During this period what you have to do is just connect to Internet and start Tally. The License is automatically updated. Otherwise you can choose
F12-> Licensing->Online-> Update

Surrender of License
Tally has made provisions to surrender the software license in case The machine you are currently using is going to be formatted. If the change is inevitable then one should surrender the license so that the information written in Tally server can be erased. Only after successful surrender of your license it can be installed on another machine.
F12 -> Licensing -> Online -> Surrender
Here it is noteworthy that while surrendering the license we should update the license first just to check that if internet is working properly or not. Otherwise it may happen that due to unavailability of connection or poor connectivity the license get surrendered on machine but information on internet server is not correctly updated. So only after successful message of updation you should surrender the license.

So from the above discussion it is clear that:-
1. We activate license to make it origional.
2. We update license when it is going to expire and
3. We surrender the license just to reactivate it somewhere else.

TallyAscent

Imagine an ERP system that adapts itself to your business, instead of force-fitting your business to a set system. Or an ERP solution that serves as your primary business management application, right from the day you start implementing it. With TallyAscent, these unbelievable concepts are now a reality.

Welcome to TallyAscent – the revolutionary fully integrated suite that overcomes the time and cost challenges associated with traditional ERP. TallyAscent follows ‘iterative implementation’, so it can be used from day one of implementation. It is very simple to use, requires minimal user training and demands the least utilisation of resources. This means that you are assured of high levels of efficiency and control, with low cost of ownership.

TallyAscent helps you adapt quickly to business changes and empowers your enterprise to gain the competitive edge in a global business environment. It puts you in control, by helping you visualise critical information, enhancing your productivity and seamlessly integrating all your business processes - irrespective of the magnitude of change or growth. This robust product fulfills the needs of a growing business, with amazing flexibility and incredible speed.

Innovative technology coupled with the power of simplicity, makes TallyAscent a perfect fit for a growing business that needs ‘business defined controls in system', rather than 'system defined controls in business’.

Tally 9 – The Complete Business Solution

As your business grows and transcends state and international borders, you need a business accounting software that keeps pace with your complex business demands and simplifies growth. The software you choose must offer you greater speed, power and reliability, besides having the ability to adapt quickly to your business. Tally 9 was engineered to effectively fulfill these needs and help overcome the challenges of a growing business.

Designed for unmatched speed, power, scaleability and reliability
Powered by Tally’s path-breaking proprietary technology - C:MuLate (Concurrent Multi-lingual Accelerated Technology Engine) – Tally 9 is the result of a perfect fusion between the Concurrent Multi-lingual Platform and Object Oriented Database Engine. This technology is what ensures the blazing speed, power, scaleability and world-class reliability that Tally 9 promises.

Features that will empower your business
The dynamic features and MIS capabilities in Tally 9 are designed to simplify your business operations, while giving you complete control over your accounting, inventory and statutory processes. Multi-lingual and data synchronisation capabilities, allow you to transact business without language barriers or geographical boundaries.

Tally 9 is very simple to learn and even easier to use. And the advantages of using this robust product are apparent from the start. To learn more about how Tally 9 can enhance your productivity and profitability, do look through the features and benefits

Creating an Earning Pay Head

To create an Earning Pay Head, Basic Salary, under Indirect Expenses:

Go to Gateway of Tally> Payroll Info. > Pay Heads> Create


1)Enter the Name of the Earning Pay Head.

2)Select Earnings for Employees as the Pay Head Type from the List of Pay Head Types.

3)Select the respective Pay Head Group Earnings from the list for the field Under.

4)Select Yes from the list if you want the Pay head to affect the net salary.

5)The Pay Head name entered in the Name field will appear in this field. You can change the same, if required. The name entered in this field will appear on the payslip.

6)Select Flat Rate from the List of Calculation Types.

7)Select the Calculation Period Type from the list.

8)Based on the Calculation Period Type, you can select and enter the details for Per Day Calculation Basis.

9)Select the Rounding Method from the list if applicable.

10)Accept to save the Pay Head.

Similarly, you can create Earning Pay Heads for HRA, Conveyance and so on..

Creating a Deduction Pay Head

To create a Deduction Pay Head, Professional Tax under Employees’ Statutory Deductions:

Go to Gateway of Tally> Payroll Info.> Pay Heads> Create

1)Enter the Name of the Deduction Pay Head.

2)Select the Pay Head Type from the List of Pay Head Types.

3)Select the Group from the List of Groups.

4)Select Yes from the list if you want the Pay Head to affect the net salary.

5)The Pay Head name entered in the Name field will appear in this field. You can change the same, if required. The name entered in this field will appear on the payslip.

6)Select the Calculation Type from the List of Calculation.

7)On selecting the calculation type to 'As Computed Value, a new field Calculation Period appears which will be set to Months automatically

8)Select On Current Earnings Total from the list to be Computed On.

9)Specify the Slab Rate.

10)Select the Rounding Method from the list if applicable.

11)Accept to save the Pay Head.

Similarly, you can create a Deduction Pay Head for Provident Fund and so on.

A Salary Payable account under the group Current Liabilities is used to credit the total of Net Payable salary of all employees. When salary is disbursed, this account is debited and Cash or Bank account is credited.

To create Salary Payable Pay Head under the group Indirect Expenses:

Go to Gateway of Tally> Payroll Info.> Pay Heads> Create





Creating Salary Payable Ledger

1)Enter the Name of the Pay Head

2)Select Not Applicable from the List of Pay Head Types

3)Select Current Liabilities from the list

4)Accept to save the Pay Head

Creating Gratuity Pay Head

To create a Pay Head Gratuity under Current Liabilities:

Go to Gateway of Tally> Payroll Info.> Pay Head> Create


1)Enter the Name of the Pay Head

2)Select Gratuity from the List of Pay Head Types

3)Enter the Slab Rate Details for Gratuity Calculation in the sub-screen



4)Select Current Liabilities from the list

5)Accept to save the Pay Head

Note: To use the Earning Pay Head for Gratuity calculation, set Use for Gratuity? field to Yes in the ledger creation screen (for Pay Heads such as Basic Salary, HRA, and so on, created under Indirect Expenses).

Enabling Payroll in Tally

To enable Payroll in Tally

Go to Gateway of Tally > F11: Features> Accounting Features

Set Maintain Payroll to Yes

You can set More than ONE Payroll / Cost Category to Yes if you wish to process payroll for multi group of Employees
Set Maintain Payroll to Yes
The new enhanced Payroll in Tally requires minimal effort for accurate processing. Setting up Pay Heads, Employee Group, Employees, Salary Details and Attendance/Production Type is now a simple process with Tally’s Four easy steps to generate a payslip.

Step 1
Create Pay Heads
The components of structured salary are created under Pay Head

Create the salary structure components in pay head. The Pay head creation in tally is very user friendly. Tally allows creating any complex type of pay head.

Step 2
Create Employee Masters
Create an Employee master. Enter the requisite Employee Details & Employee group by grouping employees under the function they perform; their department or designation.

Step 3
Create Salary Details
Create the applicable Salary Details for both Employee Groups as well as Individual Employees with earnings, deductions and basis of computation.

Step 4
Process Payroll and Generate the Payslip
Pass a Payroll voucher to enter all Earnings and Deductions in payroll transactions that are paid along with the Salary Payslip for all employees

Generate the Payslip that provides employee as well as attendance details, itemises each component of the employee’s earnings and deductions, and displays the net amount paid to him for a given pay period. It also provides information to the employee as to how the net amount was arrived at.

The Payroll Configuration can be enabled as shown below:

Gateway of Tally > F12: Configure > Payroll Configuration

In the above screen:

The option Show NI Number (for International companies only) and Show Statutory Details (for India/SAARC companies only) can be set to Yes to enter the NI details/ PF, ESI and PF PAN details in the Employee details form and print the same information in the Employee Payslip.

The options, Show Passport & Visa Details and Show Contract Details, should be set to Yes as shown, to display the Passport, Visa and Contract Details in the Expat Reports. If these options are set to No, then the Expat Reports menu will not be displayed under Payroll Reports. Some of the Information related to Employee passport such as Passport Number, Passport Expiry date, Visa Number, Visa Expiry date, Contract Start and Expiry dates will not be displayed at the creation of the Employee.

Synchronization Using Tally Link Server

Tally Link Server is a service under Tally Internet Services that allows you to synchronize data without worrying about the Fixed IP.
In a network environment, The Tally Server instance connects to the Tally Link Server, available on a public IP on a predefined port. The Tally Client instance connects to the Tally Link Server and communicates with the target Tally Serverinstance as long as the Tally server remains connected to the Tally Link Server
The destination Tally Server instance is identified using its unique TallyLinkId.
Thus, even if you have a dynamic IP on the Tally Server, you don’t need to change anything on the Client. Just log on to the Tally Link Server and stay connected.
The figure below depicts the complete picture:


Set Up for Synchronization
On Client Computer
1. Open Tally.ini file in the client computer and insert this line: clientserver=client
2. Execute Tally
3. F12: Configure> Connectivity> Sync Configuration

TallySync Configuration
Ignore Server’s modified Voucher Type Masters?
To modify the client’s Voucher Type Masters during synchronization set this field to Yes.
TallyLink Configuration
Use TallyLink?
The field, Use TallyLink?, is set to No by default. If using the Tally Link Server, set this field to Yes.
TallyLink ID
Enter TallyLink ID to register against your serial number. This Id is required for the identification on
the TallyLink Server (TallyLink id can be a Tally Serial Number of the client machine or any name
which will be registered against the serial number).
On Server Computer
1. Open Tally.ini file on server computer and insert the following line: clientserver=server
Serverport = 20000 (any port between 1 to 64000, whichever is open. Note that the first 1000 to 1500 ports are standard ports, which must be avoided).

TallySync Configuration
Ignore Client's modified Voucher Type master?
To modify the server’s Voucher Type Masters by the client after synchronization set this field to Yes.
Enable Sync Logging (SockReq.log)
To log all requests and responses in a file called sockreq.log set this field to Yes. This will help when
debugging the sync process.
Truncate previous log before Syncing
This field appears only on setting Enable Sync Logging (Sockreq.log) to Yes. Setting Truncate
previous log before Syncing to Yes will delete the previous logs before logging in to the current session.
TallyLink Configuration
Use TallyLink?
Set to Yes to select Tally Link Server for syncing type TallyLink ID
Enter TallyLink ID to register against your serial number.
Connect to TallyLink Server
Set to Yes to establish a connection between the TallyLink Server and the remote Tally clients. (The Connect Button appears in the button bar. On opening the same screen next time use the Connect
Button to connect to TallyLink Server)
Connect on Startup
Set to Yes to connect to the TallyLink server on startup
Accept the Tally Sync Configuration screen. Click on Connect button on the button bar or press
ALT+N to connect to TallyLink server. If TallySync and TallyLink information are found correct, the
following message displays in the calculator pane:

What is the procedure for Migrating the data (Data Migration/ Migration of Data)?

A:
What is the process for converting data from Tally 4.5 to Tally 9 (Data Migration / Data Conversion)?
Data Migration - converting Tally 4.5 data to Tally 9 Data
To migrate the data from Tally 4.5 to Tally 9
•
You will first need to convert the data of Tally 4.5 to Tally 7.2 compatible data using 'Tally 4.5 to Tally 7.2 Data Migration' utility.
•
Then migrate the Tally 7.2 compatible data to Tally 9 using 'Tally 7.2 to Tally 9 Data Migration' utility.

Conversion of date from Tally 4.5 to Tally 7.2 compatible data using 'Tally 4.5 to Tally 7.2 Data Migration' Utility

•
Download the Tally 4.5 data converter utility. You can get the conversion files from the Tally website i.e, go to http://www.tallysolutions.com/ > Select the Region: South Asia > Support > Click on Free Data Migration [a box as shown below, is available on the right side of the support screen]


•
Click on the Download button or Right click the following link and select Save Target As from the right click option. http://www.tally.co.in/Convert45to72.exe
•
Run the Convert45to72.exe and extract the files to a folder (Say 'C:\Tally 4.5)
•
Copy the extracted files to the directory where Tally 4.5 is installed

a.
WCVTALLY.EXE
b.
TW45250.DLL
c.
CNVTALLY.DAT;
•
Run the file WCVTALLLY.EXE (the icon will be identical to Tally Icon). (You can also execute this file from command prompt
Click Start > Run > Type ’C:\\WCVTally.EXE C:\
•
Company Info screen appears, select the company you want to migrate. You will be asked to confirm conversion, and the Data is converted.
Note: The Conversion utility will run in Black & White only (even if you have a Color Monitor.
Migrating Tally 7.2 compatible data to Tally 9 using 'Tally 7.2 to Tally 9 Data Migration' Utility
•
Install Tally 9
•
Now run 'TallyMigrateData' utility from Start > Programs > Tally 9 > TallymigrateData
Note: You can also run the migration utility by double clicking tally72migrate.exe file located in the folder where Tally 9 is installed.

•
The utility will launch Tally Data Migration Tool and Tally 9
•
Select 'Migrate Data' in the Migration Company screen
•
Specify the directory where Tally 7.2 compatible data (Tally 4.5 converted data) is located in the 'Directory' field
•
Select the company from the List of Companies
•
Data Migration utility loads the data of selected company and asks for confirmation
•
Select 'Yes' and start the migration of selected company
•
The status of migration from Tally 7.2 to Tally 8.1 / 9 is shown in the Migration Messages Pane
•
When the migration is complete, it displays an information pop-up, "Migration Completed Check Statistics (press any key)"
•
On pressing any key 'Congratulation' message appears confirming the completion of the migration of the data
[Note: If any error occurs during migration, it gets logged into a file 'migration.err', which is automatically generated and made available in the folder where Tally 9 is installed]
•
The migrated company is by default saved in the directory which was specified in the directory field (refer point 11 above). The migrated data is prefixed with a '0' and appears as a 5 digit number. For example, if the company folder number, before migration was '0099', after migration it would be '00099'.
•
Now your migrated data is ready for use in Tally 9


b]
What is the process for converting data from Tally 5.4 to Tally 9 (Data Migration / Data Conversion)?
A:
Data Migration - converting Tally 5.4 data to Tally 9 Data
To migrate the data from Tally 5.4 to Tally 9, follow the below mentioned steps.
•
Install Tally 9
•
Now run 'TallyMigrateData' utility from Start > Programs > Tally 9 > TallymigrateData
[Note: You can also run the migration utility by double clicking tally72migrate.exe file located in the folder where Tally 9 is installed]
•
The utility will launch Tally Data Migration Tool and Tally 9
•
Select 'Migrate Data' in the Migration Company screen
•
Specify the directory where Tally 5.4 data is located in the 'Directory' field (Say, 'C:\Tally54\data')
•
Select the company from the List of Companies
•
Data Migration utility loads the data of selected company and asks for confirmation
•
Select 'Yes' and start the migration of selected company
•
The status of is shown in the Migration Messages Pane
•
When the migration is complete, it displays an information pop-up, "Migration Completed, Check Statistics (press any key)"
•
On pressing any key 'Congratulation' message appears confirming the completion of the migration of the data
[Note: If any error occurs during migration, it gets logged into a file 'migration.err', which is automatically generated and made available in the folder where Tally 9 is installed]
•
The migrated company is by default saved in the Tally 5.4 data folder. The migrated data is prefixed with a '0' and appears as a 5 digit number. For example, if the company folder number, before migration was '0099', after migration it would be '00099'.
•
Now your migrated data is ready for use in Tally 9


c]
What is the process for converting data from Tally 7.2 to Tally 9 (Data Migration / Data Conversion)?
A:

Data Migration - converting Tally 7.2 data to Tally 9 Data
To migrate the data from Tally 7.2 to Tally 9, follow the below mentioned steps.
•
Install Tally 9
•
Now run 'TallyMigrateData' utility from Start > Programs > Tally 9 > TallymigrateData
[Note: You can also run the migration utility by double clicking tally72migrate.exe file located in the folder where Tally 9 is installed]
•
The utility will launch Tally Data Migration Tool and Tally 9
•
Select 'Migrate Data' in the Migration Company screen
•
Specify the directory where Tally 5.4 data is located in the 'Directory' field (Say, 'C:\Tally54\data')
•
Select the company from the List of Companies
•
Data Migration utility loads the data of selected company and asks for confirmation
•
Select 'Yes' and start the migration of selected company
•
The status of is shown in the Migration Messages Pane
•
When the migration is complete, it displays an information pop-up, "Migration Completed, Check Statistics (press any key)"
•
On pressing any key 'Congratulation' message appears confirming the completion of the migration of the data
[Note: If any error occurs during migration, it gets logged into a file 'migration.err', which is automatically generated and made available in the folder where Tally 9 is installed]
•
The migrated company is by default saved in the Tally 5.4 data folder. The migrated data is prefixed with a '0' and appears as a 5 digit number. For example, if the company folder number, before migration was '0099', after migration it would be '00099'.
•
Now your migrated data is ready for use in Tally 9

How do I upgrade/convert to Tally 9?

a]
Upgrading Tally 7.2 to Tally 9 Single User - for Softlock Users (Online)
A:

Single User Upgrade Process
•
Install Tally 9 in a new folder on your computer
•
Start Tally 9
•
An Activation Form displays as shown

•
Enter your Serial, Key, Email and Accept
•
Congratulations message displays as shown

•
You are now ready to use Tally 9 in the licensed mode



b]
Upgrading Tally 7.2 to Tally 9 Multi User - for Softlock Users (Online)
A:
Multi User Upgrade Process

On the Server Computer :

•
Install Tally 9 in a new folder on the server computer
•
Execute Tally 9
•
An Activation Form appears as shown below

•
Enter your Serial, Key, Email and Accept
•
A Congratulations message appears as shown

•
You are now ready to use Tally 9 in the licensed mode.

On the Client Computer :

•
Install Tally 9 into a new folder on your computer
•
Open Tally.ini file found in Tally folder and set the following parameter
TallyLicenseServer = server : port
(Where server is the Name or IP of License Server Computer and port is the Port Number, default port being 9000)
•
You are now ready to use Tally 9 in the licensed mode



c]
Upgrading Tally 7.2 to Tally 9 Single User - for Hardlock Users (Online)
A:

[Note: Hardlock users need to ensure that the TallyLock is connected to the computer, when upgrading to Tally 9]
Single User Upgrade Process
•
Install Tally 9 in a new folder on your computer
•
Edit TallyLicense parameter by placing two semicolons and specify the TallyLock path in Tally.ini file as shown
•
Save the changes made in the Tally.ini file
•
Start Tally 9 and the conversion form appears as shown

•
If you wish to convert your license to SoftLock, enter your Email-ID and accept to display a Congratulations message.
•
You are now ready to use Tally 9 in the licensed mode



d]
Upgrading Tally 7.2 to Tally 9 Multi User - for Hardlock Users (Online)
A:

Multi User Upgrade process

On the Server Computer to convert from Hardlock to Softlock:

•
Install Tally 9 in a new folder on the server computer
•
Edit TallyLicense parameter by placing two semicolons and specify the TallyLock path in Tally.ini file as shown
•
Save the changes made in the Tally.ini file and start Tally 9.
•
A Conversion Form displays as shown
•
If you wish to convert your license to SoftLock, enter your Email-ID and accept.
•
A Congratulations message displays
•
Install Tally 9 in a new folder on your computer.
•
Open Tally.ini file from the Tally folder and edit the following parameters.
TallyLicenseServer = server : port
(Enter the Name or IP address of License Server Computer instead of server and the Port Number instead of port (default port being 9000))
•
Save the changes made in Tally.ini file.
•
You are now ready to use Tally 9 in the licensed mode

How do I go about licensing?

a] What kinds of licensing does Tally provide?
A:
Tally provides you with two types of licensing options:

•
The Data, Configuration and Language directories appear in the Tally.ini file as specified at the time of installation. However, you can change the respective directory paths by specifying it in the Tally.ini.
•
If you want to load a company automatically on starting Tally, enter the number in the line Load as per the information available in the data directory.
•
You can specify the name or path of the TCP(s) (Tally Compliant Product), if any, after the User TDL field.
•
You can set Color to NO, if you do not want to view the screens with the default colours of Tally.
Note: The lines in the Tally.ini file prefixed by two semi-colons indicate that those features are not enabled. The only way to override these defaults is removing the semi-colons in the Tally.ini.

•
Single-User Licensing
•
Multi-User Licensing
TallySilver for Single-User

Single-user Licensing allows the deployment of Tally on a SINGLE computer with an option of activating it Online or Offline. You can also choose to use the same Tally license on another computer, by surrendering the license activated on a computer and reactivating it on the other. An Offline user takes the request file generated by Tally, to a computer, which has Internet connectivity, and activates the license.

TallyGold for Multi-User

Multi-user Licensing feature facilitates the use of Tally on ANY NUMBER of computers connected to a local area network (LAN). The method of activation is similar to that of a Single-User License
Once a Multi-User license is successfully installed on computer designated as the License Server, you can start up Tally when Windows starts and run as a service in the background. The other computers, designated as License clients can install Tally, and set the parameter TallyLicenseServer (E.g Servername:Port Number) in the configuration file also known as the Tally.ini file.
Note:

•
If you work on Windows XP and have a firewall installed, ensure that the firewall allows license clients access to the Server Port.
•
On the Client computer, there are few significant parameters set by default in Tally.ini file viz., TallyLicense = Connect and TallyLicenseServer = server:port
b] How to go to the Licensing Menu?
A:


To view the licensing menu, Go to Gateway of Tally > F12: Configure > Licensing
Single-User


The License menu displays as shown
List Add-ons
To view additional features enabled in Tally.


Go to Gateway of Tally > F12: Configure > Licensing > Add-ons
Online
This option allows you to activate Tally License Online. The term online indicates that your computer is connected to the Internet.
Offline


This option allows you to activate Tally License Offline. The term Offline indicates that your computer is not connected to the Internet.
Quit


This option enables you to quit the licensing menu.
Multi-User


In multi-user environment, the License menu on the License server displays all the options available to a single-user.
On the License client computers, the options Online and Offline do not exist, as shown:


To view the licensing menu


Go to Gateway of Tally > F12: Configure > Licensing

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c] How do I activate my Tally license?
A:


The Activation Form is displayed, when you run Tally after installation for both Single User and Multi User licensing systems.


Enter the Serial, Key and E-mail, if you are connected to Internet. Else, press Esc or Ctrl+Q to quit this form.


Activating Tally for Single-User:


For Users Connected to the Internet: (Online Activation)


Activate your license by using the Online option available in F12: Configure > Licensing > Online> Activate


To activate your license:

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Start Tally. Tally displays Online Activation Form with three fields.
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Enter the correct Serial and Key, and Email - ID in the Activation form that displays and press Enter to proceed.
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Tally connects to the Tally Internet Services Server to validate your registration information.
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On entering the correct Serial and Key, a message displays indicating that your license is activated.

Once the license is activated, go to F12: Configure > Licensing > Online to view the Online Menu


The Online menu has two options:


Update: This option helps you to update new features of Tally and validate your Tally License.


Surrender: This option helps you to surrender the Tally License.


For Users not Connected to the Internet: (Offline Activation)


If your computer does not have an Internet connection, you can activate your Tally license using the Offline option. Go to F12: Configure > Licensing > Offline > Activate
To activate your license:

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When you start Tally, an Activation Form dialog window will be displayed. As you do not have an Internet connection, press Esc or Ctrl+Q to quit this form.
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Press F12: Configure > Licensing > Offline> Activate
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Tally displays the Offline Activate Form with three fields. If the Serial, Key and Email Id are correct, a message displays indicating that the tally_req.lic file has been successfully generated.
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Copy the tally_req.lic file in the Tally folder on a floppy/CD and take it to any computer with Internet connectivity.
Important: Tally must be installed in the computer with Internet Connectivity.
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Paste the tally_req.lic file to the Tally folder on this computer, start Tally and go to F12: Configure > Licensing > Offline

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Click on the Send External Request option to send the request to Tally Internet Services server. The response will be saved in a new file called tally_resp.lic, which will be generated in the Tally folder.
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Copy the tally_resp.lic file into a floppy or CD, from the Internet connected computer and paste the file into the Tally folder of your computer.
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Start Tally, Tally will display the below screen:


You are now ready to use Tally.


Important: If you desire to make any changes to your Hardware, such as Hard Disk or Removable Storage Devices, it is recommended that you surrender the License from your computer, before initiating these changes. Else, Tally will switch to Educational mode.


Activating Tally for Multi-User:


The method of activation is similar to that of a single user. The license is first installed and activated on the computer designated as the License Server and later on other computers on the network designated as License Clients.


Setting Tally License Server
During the installation of Tally, select the Run Tally License Server at Windows Startup (For TallyGold Users) check box. This will enable the user to have Tally start when Windows starts and run as a service in the background on the server computer.


If you fail to select the Run Tally License Server at Windows Startup (For TallyGold Users) check box, you can use this alternative method to activate Tally:

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Double-click TallyLicServer.exe found in Tally directory. A dialog box appears which comprises the following elements:

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Install: To install the multi-user license on the server, press Install button
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Uninstall: To uninstall the multi-user license previously installed, if any, press Uninstall button.
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Click on Install button
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After installation of Tally on the client computer, open Tally.ini file found in Tally directory and set the following parameters:

TallyLicenseServer = Name of the License Server Computer or IP Address of the Server .


Important: If you desire to make any changes to your Hardware, such as Hard Disk or Removable Storage Devices, it is recommended that you surrender the License from your computer, before initiating these changes. Else, Tally will switch to Educational mode.

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d] How do I register Tally?
A:

To get support, service and regular updates, users of Tally need to be registered. The procedure for registering Tally is the same for single and multi-user systems. Tally provides you an option to register later as well.


Go to F12 > Licensing and click Register Yourself button from the button bar.


The following screen is displayed on successful activation.


You can also set a reminder for registration for a later time. Set the optional field Remind me later to Yes and Tally will remind you to register at periodic intervals. If you set this to No, reminders will not be generated.


Registering Tally – if you have an Internet connection (Online Registration):


To register Tally,


Go to Gateway of Tally > F12: Configure > Licensing > Click Register Yourself button


The Login screen displays

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Enter the Serial number printed on the CD cover.
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Enter the Key printed inside the CD cover.
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Click Login to proceed.
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The Registration screen is displayed. Enter your details in the form.
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Click Save.


You will get a message confirming your registration.
You can also register your Tally by clicking on the Register Yourself link at
www.tallysolutions.com.


Registering Tally – if you do not have an Internet connection (Offline Registration):


If your computer does not have an Internet connection, register Tally from a computer connected to the Internet by clicking on the Register Tally link at www.tallysolutions.com.

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Enter the Serial number and Key in the Login screen
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Click the Login button
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The Registration screen displays. Enter your details in the form and click on Save
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A message displays confirming your registration
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Click Save.

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e] How do I valuate my Tally License?
A:


The procedure for validating Tally is the same for single-user and multi-user systems. The license has to be validated within 45 days of activation. Tally will prompt you to validate the license, before the expiry period.


Validating Tally – if you have an Internet connection (Online):


If you are an Online user who connects to the Internet occasionally, Tally will display the message Your License is about to expire! Please re-activate. Connect to the Internet and validate the license manually using.


F12: Configure > Licensing > Online > Update

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This is a one-time process.
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If you do not validate within the time period, Tally will switch to Educational mode.


Validating Tally – if you do not have an Internet connection (Offline) :


If you are not connected to the Internet, Tally will display Your License is about to expire! Please re-activate message. You can validate the license on any computer with an Internet connection. Follow the procedure explained in the section on If you do not have an internet connection in Activating TallySilver for Single-User.


Once the procedure is complete validate the license manually on your computer using F12: Configure > Licensing > Offline > Update License.

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This is a one-time process.
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If you do not validate within the time period, Tally will switch to Educational mode.
Note: The Offline user needs to use a computer connected to the Internet to Register Tally.

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f] How do I surrender my Tally License?
A:


If you want to use Tally on another computer, surrender the license activated on your computer using the option Surrender from F12 > Licensing > Online/Offline.


Important: If you desire to make any changes to your Hardware, such as Hard Disk or Removable Storage Devices, it is recommended that you surrender the License from your computer, before initiating these changes. Else, Tally will switch to Educational mode.


The procedure followed for surrendering the license is the same for both single-user and multi-user systems.


For Online Users (Surrendering Online)

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Go to F12: Configure > Licensing > Online > Surrender
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The surrender License request is sent to Tally Internet Services Server. If it gets a valid response, the license file in the Tally folder is deleted
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On surrendering the license, Tally will function in Educational mode
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You can now activate the same license on a different computer


For Offline Users (Surrendering Offline)

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Go to F12: Configure > Licensing > Offline > Surrender
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Press Enter to proceed
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A message displays Offline Surrender Request tally_req.lic file is successfully generated
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Copy the tally_req.lic file that is available in the Tally folder to a floppy/CD and take it to any computer with Internet connectivity, having Tally installed on it
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Paste the tally_req.lic file to the Tally folder on this computer, start Tally and go to F12: Configure > Licensing > Offline

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Click on the Send External Request option to send the surrender request to Tally Internet Services server
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Your Tally License is successfully surrendered and is ready for use on another computer.
Note: If you Surrender the license activated on Tally 9, both Tally 7.2 and Tally 9 will switch to Educational mode. You need to activate the license on Tally 8.1 before activating the license on Tally 7.2.

How do I set up "Tally.ini"?

A:


The Installation program loads the Tally.ini file in the Tally programs or applications directory. This is a CONFIGURATION SETTINGS file, which Tally refers to, for some basic settings when starting. The file content appears as shown:

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The Data, Configuration and Language directories appear in the Tally.ini file as specified at the time of installation. However, you can change the respective directory paths by specifying it in the Tally.ini.
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If you want to load a company automatically on starting Tally, enter the number in the line Load as per the information available in the data directory.
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You can specify the name or path of the TCP(s) (Tally Compliant Product), if any, after the User TDL field.
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You can set Color to NO, if you do not want to view the screens with the default colours of Tally.
Note: The lines in the Tally.ini file prefixed by two semi-colons indicate that those features are not enabled. The only way to override these defaults is removing the semi-colons in the Tally.ini

How to install Tally?

a] What are the pre-requisites to install Tally 9?
A:

To install Tally in Windows NT/2000/XP/2003/XP SP2 Workstation,

1]
You need to have administrator/all rights (to create, write, update, modify and delete) on the Application, Data, Configuration and Language directory.
2]
Ensure that the Operating System you use supports Tally for Multilingual support.
b] What is the procedure to install Tally 9?
A:

You can install Tally using one of the given methods.
Method 1:

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Click install.exe from the CD
Method 2:
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Click START from Windows
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Select RUN
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TYPE :\INSTALL
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Press ENTER key
Follow the instructions on your screen to install Tally.
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The Tally Setup Wizard is displayed.


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Click Next to continue
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The Installation wizard displays the License Agreement. Read the license agreement before you proceed. Click I Agree to continue. Click I Decline to stop setup or click Back to go to the previous screen.



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In the Installation screen, you may accept the suggested directories. Else click Change Application Directory or Change data Directory or Change Configuration Directory or Change Language Directory to change the respective directory paths. Use Tab or the mouse to change the path in any of the directories.


Application Directory
The Tally program files reside in this directory.


Data Directory
The Tally data resides in Data directory.
The default directory where data is stored is C:\Tally\Data. To change click on Change Data Directory button and enter the new directory.


When Tally is installed in a directory with an earlier version, it detects and retains the data configuration path of the previous installation.


Configuration Directory


Tally configuration files reside in this directory. Specify the path of the directory where configuration files should be saved. It is usually the same path as that of the Application directory.


Language Directory
Tally Language files (.dct) reside in this directory.


Specify the path of the directory where the Language files will be maintained. It is usually the same path as that of the Application Directory.


Note: If you are a Multi-License User, select the Run Tally License Server at Windows Startup check box.
During installation, you are prompted to specify the path and the OS files to install the Indic languages.
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Click Install Operating System Language Support to enable Language Support.
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Select your Country name in Country Selection.
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7. Select the Initial Startup Language from the list. When you start Tally for the first time, Tally will appear in the language selected as the Initial Startup Language (screen).



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Once you select the Initial Startup Language, Click Install to proceed with the installation.
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The installation progress status is displayed as shown below.

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Insert Windows CD to install language or Browse for the i386 folder in your system.
Note: You will be prompted to install the i386 language support folder only if it is not available in your system

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Click Finish to complete Setup.


After completing installation, you can click Tally icon on the desktop to start working on Tally.