Tutorial Summary
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This article will provide the detailed procedure of upgrading from an older release to Release 5:
There are three ways of upgrading to Release 5, user can opt for any one of these:
Method 1 – Installing Tally ERP 9 in a new folder
In Server system:
- Ensure you have backed up the data
- Surrender the license of old release
- Uninstall License Server and Program (Tally) of old release
- Download Release 5 from Download Centre
- Install it in a new folder, by default Tally Gateway Server will get installed.
- Reactivate the license, then Tally Gateway Server will start functioning on Server.
- Restore the data backup
- Execute the application, now it is ready to operate in Server.
Note: After reactivating license in Release 5, GatewayServer will start functioning with Port Number. The same will be shown in Configuration Panel:
In Client system:
- Uninstall Program (Tally) of old release
- Install Tally (Release 5.0) using same installer in a new folder
- Execute Tally à Go to Licensing àConfigure Existing License à Here you have two options (Gateway Server and License File) à SelectGatewayServer à Specify IP & Port of Server system:
d. From Gateway Tally à F12 à Data Configuration à Specify server data path in Location of Data Files:
*Ensure you have shared the Data folder in Server
- Execute the application, now it is ready to operate in Client.
Method 2 – Installing Tally ERP9 in an existing folder
In Server system:
- Ensure you have backed up the data
- Download Release 5.0 from Download Centre
- During installation, specify the existing Tally.ERP 9 folder path.
- Accept the same and continue installing application
- By default, Gateway Server will get installed with existing (same) port number
- Execute the application, now it is ready to operate Tally at Server.
- The detail of Tally Gateway Server can be viewed from services.msc. Go to Run Command > type Services.msc and press Enter > here search forTally Gateway Server as shown below:
In Client system:
- Install Tally (Release 5.0) using sameinstaller
- During installation, specify the existing Tally.ERP 9 folder path.
- Accept the same and continue installing application
- Execute the application, license will be served through Tally Gateway Server with existing port number.
Method 3 – Accessing existing (old) License in Release 5:
In Server system:
- Ensure you have backed up the data
- Download Release 5 from Download Centre
- During installation, specify the existing Tally.ERP 9 folder path, change the path to a new folder and install it.
- Execute the application. Tally will open with StartUp screen > Select Configure Existing Licensing > Here you have two options (Gateway Serverand License File) > Select License File, cursor goes to License File Path > here specify the License File Path of older release (e.g. if Tally oldrelease is installed in C:/Tally.ERP9), then specify path as shown below and accept the changes.
Note:
# Once you accept the changes, immediately GatewayServer will start functioning with new port number (new port 10000), if old License Server is running with 9999
# Lower releases license also can be accessed by specifying Release 5 License path in Server.
- The detail of TallyGatewayServer can be viewed from Services.msc. Go to Run Command > type Services.msc and press Enter > here search forTally Gateway Server as shown below. (Here, you can see both Tally License & Gateway Servers):
In Client system:
- Install Tally (Release 5) using same installer in a new folder
- During installation, specify the existing Tally.ERP 9 folder path. Change the path to a new folder and install it.
- Execute the application. Tally will open with StartUp screen > Select Configure Existing Licensing > Here you have two options (Gateway Serverand License File) > Select Gateway Server.The cursor goes to Server Name/IP > here, specify the Server IP or Name with Port number as shown below:
Note: To find GatewayServer Port, go to Server Tally and check in Configuration Panel:
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