1. © Tally Solutions Pvt. Ltd. All Rights Reserved SYNCHRONISATION USING IP ADDRESS IN Presentation by Mohammed Ateeq, Tally Solutions Pvt. Ltd. Chennai (May – 2009)

2. © Tally Solutions Pvt. Ltd. All Rights Reserved Data Synchronization in Tally.ERP 9 This step-by-step guide takes you through Tally’s amazing feature called Data Synchronization, its Configuration and how you can use it effectively to win over a customer. It is designed to help you leverage your customer’s need for increased efficiency.

3. © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 GOLD Clients Delhi Office LAN Tally.ERP 9 GOLD on SERVER Delhi Office Tally.ERP 9 SILVER Chennai Office Tally.ERP 9 GOLD on SERVER – HO Mumbai Tally.ERP 9 GOLD on Clients Mumbai Office LAN Tally.ERP 9 SILVER Kolkatta Office Tally.ERP 9 SILVER CFO’s Laptop Data Synchronization in Tally.ERP 9

4. © Tally Solutions Pvt. Ltd. All Rights Reserved Data Synchronization in Tally.ERP 9

5. © Tally Solutions Pvt. Ltd. All Rights Reserved Data Synchronization in Tally.ERP 9 Data Synchronization is the process of replicating data between two or more locations using Tally.ERP 9 in a Client – Server environment. It enables the branch offices to send data to the head office and vice versa, over the Internet or a private network. Data Synchronization flows both ways, all data of masters and transactions from the Client company (Branch) goes to the Server (Head Office) and all similar data from the Server gets copied to the Client.

6. © Tally Solutions Pvt. Ltd. All Rights Reserved Data Synchronization in Tally.ERP 9 Data is transferred from the client to the server and from the server to the client. Tally.ERP 9 offers control over the frequency of Synchronization i.e., Data can be replicated after each transaction or updated at specific intervals.

7. © Tally Solutions Pvt. Ltd. All Rights Reserved Data Synchronization in Tally.ERP 9 In Tally.ERP 9 both Silver ( Single User) and Gold (Multi User) can be configured as Sync Client or Sync Server. Data can be sent over the Internet, or in a private network system. Replicating data is a single-click activity in Tally.ERP 9 once Synchronization is set up between the server and its clients. Synchronization using IP Address is a default feature available in Tally.ERP 9.

8. © Tally Solutions Pvt. Ltd. All Rights Reserved The highlights of Tally.ERP 9 Data Synchronization Simple, efficient and cost effective mechanism. Simple installation and set-up. Simultaneous updation of data at Server and Client. Single click for updating data. Synchronization using Tally.NET or IP Address. Synchronization over the Internet using a low bandwidth dial-up connection. Adaptable to an occasionally connected environment.

9. © Tally Solutions Pvt. Ltd. All Rights Reserved Steps for Synchronization using IP Address STEP 1 : Configure Server for Synchronization STEP 2 : Configure Client for Synchronization STEP 3 : Create Sync Rule on Client STEP 4 : Handshake Process from Client STEP 5 : Activate/Enable Sync Rule on Server

10. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization using IP Address Step 1: Configure Server for Synchronization

11. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization using IP Address Step 1: Configure Server for Synchronization Set the option Tally is acting as  Server, (to run Tally.ERP 9 as Sync Server)

12. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization using IP Address Step 1: Configure Server for Synchronization Specify the required port number in the Port field (e.g. 9009).

13. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization using IP Address Step 1: Configure Server for Synchronization Set the option Ignore Clients modified Voucher Type Masters to No, so that modifications made to Voucher Type Masters on the Client are updated on the Server

14. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization using IP Address Step 1: Configure Server for Synchronization Set the option Enable Sync Logging to Yes, to generate a Log file which contains synchronized vouchers and is saved in the Tally folder.

15. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization using IP Address Step 1: Configure Server for Synchronization Set the option Truncate previous log before Syncing should be set to Yes, to allow the previous log file to be overwritten by the current log

16. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization using IP Address Step 1: Configure Server for Synchronization For the Synch changes to take effect, Tally.ERP 9 will prompt to restart the application.

17. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization using IP Address Step 1: Configure Server for Synchronization After Tally.ERP 9 restarts, Sync Server configuration is displayed in the Information Panel.

18. © Tally Solutions Pvt. Ltd. All Rights Reserved Steps for Synchronization using IP Address STEP 1 : Configure Server for Synchronization STEP 2 : Configure Client for Synchronization STEP 3 : Create Sync Rule on Client STEP 4 : Handshake Process from Client STEP 5 : Activate/Enable Sync Rule on Server

19. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using IP Address Step 2: Configure Client for Synchronization Set the option Tally is acting as to Client, to run Tally.ERP 9 as Sync Client

20. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using IP Address Step 2: Configure Client for Synchronization Specify the required port number in the Port field (e.g. 9009).

21. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using IP Address Step 2: Configure Client for Synchronization Set the option Ignore Servers modified Voucher Type Masters to No, so that modifications made to Voucher Type Masters on the Server are updated on the Client

22. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using IP Address Step 2: Configure Client for Synchronization For the Synch changes to take effect, Tally.ERP 9 will prompt to restart the application.

23. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using IP Address Step 2: Configure Client for Synchronization After Tally.ERP 9 restarts, Sync Client configuration is displayed in the Information Panel.

24. © Tally Solutions Pvt. Ltd. All Rights Reserved Steps for Synchronization using IP Address STEP 1 : Configure Server for Synchronization STEP 2 : Configure Client for Synchronization STEP 3 : Create Sync Rule on Client STEP 4 : Handshake Process from Client STEP 5 : Activate/Enable Sync Rule on Server

25. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using IP Address Step 3: Creating Sync Rule on Client

26. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using IP Address Step 3: Creating Sync Rule on Client Enter the required Sync Name

27. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using IP Address Step 3: Creating Sync Rule on Client Set Use Tally.NET Server to NO

28. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using IP Address Step 3: Creating Sync Rule on Client Enter the IP Address & Port No. in the Server URL field

29. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using Tally.Net Step 3: Creating Sync Rule on Client Enter the Server Company name in the Company Name on Server field

30. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using Tally.Net Step 3: Creating Sync Rule on Client Select Yes for Synchronize Altered Transactions, to Sync the Vouchers that are altered.

31. © Tally Solutions Pvt. Ltd. All Rights Reserved Steps for Synchronization using IP Address STEP 1 : Configure Server for Synchronization STEP 2 : Configure Client for Synchronization STEP 3 : Create Sync Rule on Client STEP 4 : Handshake Process from Client STEP 5 : Activate/Enable Sync Rule on Server

32. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using Tally.Net Step 4: Handshake Process from Client To initiate the Handshake process from Sync Client… Gateway of Tally  Import of Data  Synchronization  Synchronize

33. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using Tally.Net Step 4: Handshake Process from Client The Synchronization status is displayed in the Calculator Panel.

34. © Tally Solutions Pvt. Ltd. All Rights Reserved Steps for Synchronization using IP Address STEP 1 : Configure Server for Synchronization STEP 2 : Configure Client for Synchronization STEP 3 : Create Sync Rule on Client STEP 4 : Handshake Process from Client STEP 5 : Activate/Enable Sync Rule on Server

35. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using Tally.Net Step 5: Activating/Enabling Sync Rule on Server

36. © Tally Solutions Pvt. Ltd. All Rights Reserved The Sync Rule is transferred from Client to Server. Select the required rule from the List of Rules based on the Client Company Name as shown: Synchronization Using Tally.Net Step 5: Activating/Enabling Sync Rule on Server

37. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using Tally.Net Step 5: Activating/Enabling Sync Rule on Server Select Is Active to Yes to activate the Rule

38. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using Tally.Net Step 5: Activating/Enabling Sync Rule on Server Select Yes for Synchronized Altered Transactions, to allow the altered transactions during Sync

39. © Tally Solutions Pvt. Ltd. All Rights Reserved Synchronization Using Tally.Net Step 5: Activating/Enabling Sync Rule on Server After Data Synchronization is completed, Client displays the status in the calculator panel as shown:

40. © Tally Solutions Pvt. Ltd. All Rights Reserved Do’s & Don’t of Synchronisation 1. Ensure that the same set of features are activated in F11: Features for both the companies at the Client and Server. 2. Do not alter Accounting or Inventory masters. If altered, it will get updated as a new master during synchronization. 3. In cases where masters have been altered, the correction needs to be made manually in the Server and Client systems.

41. © Tally Solutions Pvt. Ltd. All Rights Reserved Do’s & Don’t of Synchronisation 4. Do not delete any vouchers using ALT+D. Instead, cancel the vouchers using ALT+X, which ensures that the voucher remains in the system. 5. Do not use a back-up of company created and restore it at the other location for synchronization. The data will not get synchronized.

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