© Tally Solutions Pvt. Ltd. All Rights Reserved 1 Control Centre December 09

© Tally Solutions Pvt. Ltd. All Rights Reserved 1

Control CentreDecember 09


Objectives

Control Centre The main functions of control centre

o Managing Licenses

o Creating and Managing Users

o Creating and Managing Security levels for Users

o Manage Company Profile

o Change Passwords

o Partner Search


Control Centre

The Control Centre available on the Tally Solutions website will simplify the task of managing various activities associated with licenses.

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 E-mail 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.


Single Site Account

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 license activation process. For example, [email protected]

This will be treated as the Account ID as well as the Account Administrator’s ID

This Account Administrator will be able to manage the license operations such as, surrender license and view the details of a license through the control centre


Multi Site Account

In Multi Site Account all the sites will be linked to an Account ID

Every Account has one Account Administrator, recognised by an E-mail ID

Each site will have a Site ID

Also, Every site will have one Site Administrator, recognised by an E-mail 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


Start Control CentreOpen www.tallysolutions.com

Enter the Tally.NET User ID and Password


Control Centre

In the My Tally.NET Account(s) window,

Click the Account ID


Control Centre

The Account Profile Management window

Used to change the Account ID, Account Admin details


Control Centre

Licensing & Configuration: Configure and perform license operations such as confirm, reject the license, surrender license and display the detail of license

User Management: Create Users and assign security levels

Account Profile Management: Maintain details related to your account and change account ID

Change Account Admin: Change the Account Administrator E-mail ID

Knowledge Base: For information and answers to queries regarding various aspects of the product


Licensing & Configuration

The License & Configuration can be accessed by Tally.NET users based on provided permissions

The Account administrator can perform license operations such as, Surrender, Confirm, Reject, Change Site administrator and Change Site ID

The Site administrator can perform license operations such as, Surrender and Change Site ID


List LicenseThe information related to each site/ license, such as Site Id, Site administrator, Serial Number, Product Type, Status etc. can be viewed in this screen.

Go to License and Configuration > List of Licenses


Licensing & Configuration The license status is as follows:

o Active: Indicates that the site/ license is in operation

o Surrender: Indicates that the site/ license has been surrendered

o Pending for Confirmation: Indicates that the sites/ licenses are pending for confirmation from the Account administrator

o Suspended: When license violation occurs more than 3 times

o Rejected: Indicates that the site/ license is rejected by the Account administrator


Licensing & Configuration Click Action

If the site/ license status is Active then Display License View, Change Site Admin, Change Site ID and Surrender appears in the drop down


Licensing & Configuration

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.


Licensing & ConfigurationCautions to be taken while surrendering license

The surrender option is used when Shoper 9 has crashed and you want to surrender the license.

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

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


Licensing & Configuration If the site/ license status is Pending for Confirmation then Display

License View, Change Site Admin, Change Site ID, Confirm and Reject appears

Confirm: To confirm the activation of the site

Reject: To reject the activation of the site


User ManagementThe User Management section in the control centre helps to manage the users belonging to an account.

You cano Create Userso Assign Security Levelso List Users ando List Security Levels

Note: While creating users you will have to select the security levels. Default security levels such as Owner and Standard User is available. If you require additional security levels create it before creating the users.


Create User Go to User Management > Create User

Select the predefined security level of the user

Enter the Tally.Net ID

Click Save to create the new user


List User Go to User Management > List of Users

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.


Alter User Click Action

Select Alter User


Alter User

In Alter User window

Select predefined security level of the user

Alter the Tally.NET ID if required (It is allowed only if the user is not an

administrator)

Click Save


Security Levels The Security Level is created to provide necessary rights to the user.

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.

The default access rights available are:o Manage Configuration.o Manage Security Levels.o Manage Support Centre.o Manage Users.


Create Security LevelIn Create Security Level window

Enter the name of the new security level Select the rights that can be provided to the security level Click Save to create new security level


List Security LevelsIn List of Security Levels window

You can view the List of Security Levels


Alter Security Level Click Action

Select Alter


Alter Security LevelIn Alter Security Level window

Alter the rights of the security level Click Save


Account Profile Management The Account Profile Management window can be accessed only by the

Account Administrator and Owner

The Address details and Contact details can be set/ changed or viewed in this window

The basic account details, such as Account ID, E-mail–ID of the Account Administrator, type of account, etc. can be viewed


Change Basic Details Go to Account Profile Management > Basic details

Click Action

Select Change Basic Details


Change Basic DetailsIn Change Basic Details window

Select Organisation and enter the basic details such as Account Name, Website address

Select Individual if you are an individual using Shoper 9


Change Account IDIf you wish to change the Account ID

Select Change Account ID


Change Account IDIn Change Account ID window

Enter the new Account ID

Click Save to change the account ID


Set/ Change Address DetailsIf you wish to change address details

Select Set/ Change address details


Set/ Change Address DetailsIn Set/ Change Address Details window

Enter the Mailing Details such as Address, phone numbers, billing address, mailing address, shipping address, etc.

Click Save to create/ modify address details.


Set/ Change Contact Person DetailsIf you wish to change Contact Person Details

Select Set/ Change Contact Person Details


Set/ Change Contact Person DetailsIn Set/ Change Contact Person Details window

Enter the Contact Person Details such as Salutation, Name, Job Title, E-mail, Mobile number etc

Click Add More to add more contact person details

Click Save to create/ modify contact person details


Change Account AdministratorThis option can be utilised to change the account administrator

Click Change Account Admin

Enter the old account admin id

Enter the new account admin id

Click Save to accept the changes


Account Administrator Id

In case of Single Site, the administrator can perform only Surrender operations for his site

Erroneous updation of Account administrator ID will affect the licensing function of your organisation


Points discussed

Control Centre

o Introduction to Control Centre

o Introduction – Single Site Account

o Introduction – Multi Site Account

o Usage and functionality

o Licensing & Configuration

o User Management

o Security Levels

o Account Profile Management


Thank You

Documents

© Tally Solutions Pvt. Ltd. All Rights Reserved 1 Control Centre December 09