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:

•
Start Tally. Tally displays Online Activation Form with three fields.
•
Enter the correct Serial and Key, and Email - ID in the Activation form that displays and press Enter to proceed.
•
Tally connects to the Tally Internet Services Server to validate your registration information.
•
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:

•
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.
•
Press F12: Configure > Licensing > Offline> Activate
•
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.
•
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.
•
Paste the tally_req.lic file to the Tally folder on this computer, start Tally and go to F12: Configure > Licensing > Offline

•
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.
•
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.
•
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:

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

•
Install: To install the multi-user license on the server, press Install button
•
Uninstall: To uninstall the multi-user license previously installed, if any, press Uninstall button.
•
Click on Install button
•
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

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

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

•
This is a one-time process.
•
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.

•
This is a one-time process.
•
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)

•
Go to F12: Configure > Licensing > Online > Surrender
•
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
•
On surrendering the license, Tally will function in Educational mode
•
You can now activate the same license on a different computer


For Offline Users (Surrendering Offline)

•
Go to F12: Configure > Licensing > Offline > Surrender
•
Press Enter to proceed
•
A message displays Offline Surrender Request tally_req.lic file is successfully generated
•
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
•
Paste the tally_req.lic file to the Tally folder on this computer, start Tally and go to F12: Configure > Licensing > Offline

•
Click on the Send External Request option to send the surrender request to Tally Internet Services server
•
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:

•
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

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:

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


•
Click Next to continue
•
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.



•
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.
•
Click Install Operating System Language Support to enable Language Support.
•
Select your Country name in Country Selection.
•
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).



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

•
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

•
Click Finish to complete Setup.


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