Shoper 9 Control Centre

The information contained in this document is current as of the date of publication and subject to change. Because Tally must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Tally, and Tally cannot guarantee the accuracy of any information presented after the date of publication. The information provided herein is general, not according to individual circumstances, and is not intended to substitute for informed professional advice. This document is for informational purposes only. TALLY MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT AND SHALL NOT BE LIABLE FOR LOSS OR DAMAGE OF WHATEVER NATURE, ARISING OUT OF, OR IN CONNECTION WITH THE USE OF OR INABILITY TO USE THE CONTENT OF THIS PUBLICATION, AND/OR ANY CONDUCT UNDERTAKEN BY PLACING RELIANCE ON THE CONTENTS OF THIS PUBLICATION. Complying with all applicable copyright and other intellectual property laws is the responsibility of the user. All rights including copyrights, rights of translation, etc., are vested exclusively with TALLY SOLUTIONS PRIVATE LIMITED. No part of this document may be reproduced, translated, revised, stored in, or introduced into a retrieval system, or transmitted in any form, by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Tally Solutions Pvt. Ltd. Tally may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written licence agreement from Tally, the furnishing of this document does not give you any licence to these patents, trademarks, copyrights, or other intellectual property. 2009 Tally Solutions Pvt. Ltd. All rights reserved. Tally, Tally 9, Tally9, Tally.ERP, Tally.ERP 9, Shoper, Shoper 9, Shoper POS, Shoper HO, Shoper 9 POS, Shoper 9 HO, TallyDeveloper, Tally Developer, Tally.Developer 9, Tally.NET, Tally Development Environment, Tally Extender, Tally Integrator, Tally Integrated Network, Tally Service Partner, TallyAcademy & Power of Simplicity are either registered trademarks or trademarks of Tally Solutions Pvt. Ltd. in India and/or other countries. All other trademarks are properties of their respective owners. Version: Shoper 9 Control Centre/1.1/August 2009

Contents
Shoper 9 Control Centre Introduction Start Control Centre ................................................................................................................................ 3 Licensing & Configuration ....................................................................................................................... 6
To List License(s) ................................................................................................................................. 6 To Change the Site/ license Status ......................................................................................................... 7 To Change Site ID ................................................................................................................................ 8 Change Site Admin ............................................................................................................................... 9

User Management................................................................................................................................. 10
To List Users ...................................................................................................................................... 10 To Alter User ...................................................................................................................................... 11 To View audit log ................................................................................................................................ 12 Create User........................................................................................................................................ 13 List of Security Levels......................................................................................................................... 14 To Alter Security Levels ....................................................................................................................... 15 View audit log .................................................................................................................................... 16 To Configure Security Level Search ................................................................................................... 16

Create Security Level............................................................................................................................ 17 Account Profile Management ................................................................................................................ 18

To Change Basic Details ..................................................................................................................... 19 To Change account ID ......................................................................................................................... 20 To Set/ Change address details ............................................................................................................ 21 To Set/ Change contact person details .................................................................................................. 22

Change Account Admin ........................................................................................................................ 23 Knowledge Base ................................................................................................................................... 24

Shoper 9 Control Centre

Introduction
The control centre available on the Tally Solutions website will simplify the task of managing various activities associated with licenses. The main functions of the control centre are: Managing Licenses Creating and Managing Users Creating and Managing Security levels for Users Manage Company Profile Change Passwords Partner Search Activity History

To understand these functionalities, the concepts used are explained herewith.

Every Shoper 9 customer gets an account. This account is called a Tally.NET Account ID (frequently referred to as Account ID). This is basically a short and easy to remember name for your organisation, for example, AcmeCorp. Every Account has one Account Administrator, recognised by an ID. An account with only one site (one serial number) is called a Single Site Account. An account with multiple sites (more than one serial number) is called a Multi Site Account. If you have multiple sites, then each site will have a Site ID. This is basically how you refer to the site, for example, ABC Mall Bangalore or Retail Plaza Chennai. Every site will have one Site Administrator, recognised by an ID.

You can choose and change the name you want to use as the Account ID but it has to be unique across all the customers of Tally. To ensure uniqueness, it is recommended that you use an e-mail id as the account id. Similarly, Account Administrators ID, Site ID and Site Administrators ID can also be changed, using the control centre.

For a single site account, your Account ID and Account Administrator's ID will be created based on the e-mail ID provided during the licensing process. For example, ram@mail.com. This will be treated as the Account ID as well as the Account Administrators ID. This Account Administrator will be able to manage the license operations such as, surrender a license and view the details of a license through the control centre.

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For a multi site account, your Account ID and Account Administrator's ID will be created based on your request. For example, AcmeCorp as the Account ID and admin@AcmeCorp.com as the Account Administrators ID. This Account Administrator will be able to manage the license operations such as, confirm a license, reject a license, surrender a license and view the details of a license for all the sites associated with this account. He can also manage sites and site administrator accounts through the control centre. While activating any site, you need to provide the Account ID to identify the account to which the site belongs. During the license activation for any site, you need to provide the Account ID, Site ID and the E-mail ID. This e-mail ID becomes the Site Administrators ID. For example, AcmeCorp as the Account ID, Crazy Fashions Bangalore as the Site ID and CrazyBlr@AcmeCorp.com as the Site Administrators ID. At each of your sites, the Site Administrator will be able to perform the surrender operations of the site license for which he is the administrator.

The Account Administrator can create Tally.NET Users who can perform administration activities, except license management. If such a Tally.NET User is linked to a site, then he can perform administration activities for the site. In case the Tally.NET User is not linked to a site, he can perform administration activities for all the sites in the account. Such Tally.NET Users are assigned privileges based on the Security Level defined for them.

Note: Any Tally.NET User can use the Support Centre, for posting queries. He can also view the responses provided to his queries. A Site Administrator can view queries posted by all Tally.NET Users in his site and provide solutions. In the case of a multi site account, the Account Administrator can view the queries posted by all the Tally.NET Users in all the sites linked to his account and provide solutions.

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Start Control Centre

To start Control Centre, Go to http://www.tallysolutions.com Enter the Tally.NET User ID and Password The login window is displayed as shown:

Figure 1. Login Window

Click Login

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The My Tally.NET Account(s) window is displayed as shown:

Figure 2. My Tally.NET Account(s) window

The My Tally.NET Accounts window displays the Account ID, Account Name and Role(s).

Select the required Account ID

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The Account Profile Management window is displayed as shown:

Figure 3. Account Profile Management window

You can use this option to change the Account ID, Account Admin details, etc. This screen will appear only if you have sufficient permission. Otherwise appropriate message would appear. Click on the required menu where you have sufficient permissions. The My Tally.NET Account(s) window displays the options available which are briefly described below: Licensing & Configuration: Allows you to configure and perform license operations such as confirm, Reject the license, surrender license and display the detail of license. User Management: You can create Users and assign security levels. Account Profile Management: Maintain details related to your account and can change account ID Change Account Admin: Allows the Account Administrator to change the Admin ID Knowledge Base: You can search for information and answers to queries regarding various aspects of the product.

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Licensing & Configuration

The License and Configuration process is done by the Account administrator. The Account administrator can perform license operations such as, surrender, confirm, reject and configure.

To List License(s),
Go to License and Configuration > List of Licenses The List License(s) window is displayed as shown:

Figure 4. License and Configuration window

Lists of Licenses: Displays the information related to each site/ license, such as Site Id, Site administrator, serial number, Product type, status etc. The license status is as follows: Active: indicates that the site/ license is in operation Surrender: indicates that the site/ license has been surrendered Pending for Confirmation: indicates that the site/ license are pending for confirmation from the Account administrator. Suspended: When license violation occurs more than 3 times. Rejected:indicates that the site/ license is rejected by the Account administrator.

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Note: In case you surrender your license using control centre when it is being used by Shoper 9, then license violation occurs.

Caution: Your license will get cancelled if the violation occurs more than 3 times.

To Change the Site/ license Status:

Click on the Action button If the site/ license status is active then Change Site Admin, Change Site ID, Display License View and Surrender appears in the drop down. Display License View: Click to view the basic information, license details, version details, edition details, configuration details, co-existence information, address and contact details of the site/ license. Change Site Admin: Click to Change the site administrator Id. Change Site ID: Click to Change the site Id. Surrender: Click to surrender the site/ license.

Note: The surrender option is used when Shoper 9 has crashed and you want to surrender the license. If the site/ license status is surrendered/ suspended, then, only Change Site Admin, Change Site ID and Display License View appears in the drop down. If the site/ license status is Pending for Confirmation then Change Site Admin, Change Site ID, Display License View, Confirm and Reject appears in the drop down. Display License View: Click to view the basic information, license details, version details, edition details, configuration details, co-existence information, address and contact details of the site/ license. Confirm: Click to confirm the site/ license when the status is Pending for Confirmation. This is done by the Account Administrator when he is sure that the site is valid.

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Note: In case the Account Administrator does not confirm the site within 15 days, then the site/ license would be deactivated. Reject: Click to reject the site/ license when the status is Pending for Confirmation. This is done by the Account Administrator when the site is not valid.

To Change Site ID
Go to List of Licenses Click on the Action button Select Change Site ID The Change Site ID window is displayed as shown:

Figure 5. Change Site ID window

Old Site ID: Enter the old site ID New Site ID: Enter the new site ID Save: To change the account ID

Shoper 9 Control Centre

Change Site Admin

The Site administrator can perform only Surrender operations for his site.

To Change Site administrator: Go to List of Licenses Click on the Action button Select Change Site Admin

The Change Site Admin window is displayed as shown:

Figure 6. Change Site Admin window

Old Site Admin: Enter the old site admin id. New Site Admin: Enter the new site admin id. Save: To save the changes done.

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User Management
The User Management section in the control centre helps to manage the users belonging to an account. You can create users, assign security levels, list users and list security levels. Note: To create a new user, Create Security Level if required (Owner and Standard User is available by default.) Create User

To List Users,
Go to User Management > List of Users The List of Users window is displayed as shown:

Figure 7. List of Users window

Lists of User(s): Displays the information related to each user, such as Security Level, Tally.Net Id, type of remote user, Site Id, status etc. In the List of Users window, you can alter and view log of the user by clicking on the Action button.
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To Alter User:
Click on the Action button Select Alter User The Alter User window is displayed as shown:

Figure 8. Alter User window

Security Level: You can alter the predefined security level of the user. Tally.Net ID: You can alter the Tally.Net ID if required.

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To View audit log:

You can view the log which gives details of the operations, date and time and also by whom the operations was done. Click on the Action button Select View audit log The User Audit Log window is displayed as shown.

Figure 9. User Audit Log window

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Shoper 9 Control Centre

Create User
To create a new user, Go to User Management > Create Users Security Level: Select the predefined security level of the user Tally.Net ID: Enter the Tally.Net ID The Create User window is displayed as shown:

Figure 10. Create User window

Save: Click to create the new user

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List of Security Levels

You can view the List of Security Levels in this window. The security levels - Owner and Standard User are available as default levels. The security level of the Owner cannot be altered. Hence it is not displayed in the view list. You can alter the security level of the Standard User. Additionally, new security levels can be created if required.

The List of Security Level(s) window is displayed as shown:

Figure 11. List of Security Level(s) window

According to your requirement you can configure, alter and view log of the security levels.

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To Alter Security Levels:

Click on the Action button Select Alter The Security level Alter window is displayed as shown:

Figure 12. Security level Alter window

Name of security level: Displays the name of the security level. You can alter the name of the security level, if required. Access Rights: Lists the rights that can be provided to the security level. Allow the following facilities: The selected rights in this window will be assigned to this security level. Save: To save the alteration done Delete: To delete the security level Cancel: To cancel the changes done

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Shoper 9 Control Centre

View audit log

In the View audit log window, you can view the log which gives details of the operations, date and time and also by whom the operations were done. To View audit log: Click on the Action button Select View audit log The Security Audit Log window is displayed

To Configure Security Level Search:

Go to User Management > List of Security Levels > Configure Configure Security Level Search The Configure Security Level Search window is displayed as shown:

Figure 13. Configure Security Level Search window

You can select the filters, enter details and configure search for the security levels.

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Shoper 9 Control Centre

Create Security Level

The Security Level is created to provide necessary rights to the user. The access rights are Manage Configuration, Manage Security Levels, Manage Support Centre and Manage Users. By default Owner and Standard User security levels are available. Owner: Owner will have all the rights except the License operation rights such as, surrender, confirm and reject. The rights of the Owner cannot be changed. Standard user: By default the Standard User will have only rights for Support Centre operations and can view the Control Centre. He will not be able to perform any operations. You can change rights of standard user. To Create Security Level, Go to User Management > Create Security Level The Create Security Level window is displayed as shown.

Figure 14. Create Security Level window

Name of security level: Enter the name of the security level Access Rights: Lists the rights that can be provided to the security level Allow the following facilities: The selected rights in this window will be assigned to this security level Save: To create the new security level

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Shoper 9 Control Centre

Account Profile Management

The basic account details, such as Account ID, E-mailID of the account administrator, type of account, etc. can be viewed in this window. This window can be accessed only by the Account Administrator and Owner. Account ID: In case of Single Site/ License, the account ID and E-mail ID of the account administrator will be the same. In case of Multi site the account ID will be common for all the created sites. The Account ID will be linked with the administrators mail ID.

Note: It is advisable for every site user to know their Account ID, which is useful in case of reactivation.

The Address details and Contact details can be set/ changed or viewed in the Account Profile Management window. The Account Profile Management window is displayed as shown.

Figure 15. Account Profile Management window

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To Change Basic Details

Go to Account Profile Management > Basic details Click on the Action button Select Change Basic Details The Change Basic Details window is displayed as shown:

Figure 16. Change Basic Details window

Organization: Select to enter the basic details of the organisations Individual: Select if it is individual and enter the basic details such as name, e-mail Id, mobile number, job title, etc.

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Shoper 9 Control Centre

To Change account ID
Go to Account Profile Management > Basic details Click on the Action button Select Change Account ID The Change Account ID window is displayed as shown:

Figure 17. Change Account ID window

Account ID:Enter the new account ID Save: To change the account ID

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To Set/ Change address details

Go to Account Profile Management > Address details Click on the Action button Select Set/ Change address details

The Set/ Change Address Details window is displayed as shown:

Figure 18. Set/ Change Address Details window

Enter the Mailing Details such as Address, phone numbers, billing address, mailing address, shipping address, etc. Save: To create/ modify address details

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Shoper 9 Control Centre

To Set/ Change contact person details

Go to Account Profile Management > Contact details Click on the Action button Select Set/ Change contact person details The Set/ Change contact person details window is displayed as shown:

Figure 19. Set/ Change contact person details window

Enter the Contact Person Details such as Salutation, Name, Job Title, E-mail, Mobile number etc Add More: To add more contact person details Save: To create/ modify address details

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Change Account Admin

Account administrator will have maximum rights. He will be able to perform license operations such as Surrender, Confirm and Reject. In case of a Site administrator, he can perform only Surrender operations for his site. To Change account administrator Go to Change Account Admin The Change Account Admin window is displayed as shown.

Figure 20. Change Account Admin window

Account ID: Displays the account id for which you are going to change the account administrator. Old Account Admin ID: Enter the old account admin id. New Account Admin ID: Enter the new account admin id. Save: To save the changes done

Caution: The Account administrator ID has to be handled carefully. If there is alteration or changes done with wrong profile, it will affect the control centre functions and license of the organisation.

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Knowledge Base
This is a repository of information, FAQs, How do I and trouble shooting of Tally and Shoper. You can search for the required content using the following window:

Look for: Enter few words of the topic you want to search for In product: Select the product you wish to search in Match: Select All Words, Any Word or Exact Phrase to list the topic you are searching Click GO! : To begin the search

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