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Tally Solutions Pvt. Ltd. All Rights Reserved 1
Control CentreDecember 09
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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
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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 shortand 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.
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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 AccountAdministrators 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
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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-mailID
You can choose and change the name you want to use as the Account IDbut 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 theAccount ID
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Start Control CentreOpen www.tallysolutions.com
Enter the Tally.NET User ID and Password
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Control Centre
In the My Tally.NET Account(s) window,
Click the Account ID
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Control Centre
The Account Profile Management window
Used to change the Account ID, Account Admin details
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Control Centre
Licensing & Configuration: Configure and perform license operations suchas confirm, reject the license, surrender license and display the detail oflicense
User Management: Create Users and assign security levels
Account Profile Management: Maintain details related to your account andchange account ID
Change Account Admin: Change the Account Administrator E-mail ID
Knowledge Base: For information and answers to queries regarding variousaspects of the product
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Licensing & Configuration
The License & Configuration can be accessed by Tally.NET users basedon 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, Surrenderand ChangeSite ID
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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
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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 arepending 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 Accountadministrator
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Licensing & Configuration Click Action
If the site/ license status is Active then Display License View, ChangeSite Admin, Change Site ID and Surrender appears in the drop down
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Licensing & Configuration
Display License View: Click to view the basic information, license details,version details, edition details, configuration details, co-existenceinformation, 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.
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Licensing & ConfigurationCautions to be taken while surrendering license
The surrender option is used when Shoper 9 has crashed and you want tosurrender 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.
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Licensing & Configuration If the site/ license status is Pending for Confirmation then Display
License View, Change Site Admin, Change Site ID, Confirm and Rejectappears
Confirm: To confirm the activation of the site
Reject:To reject the activation of the site
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User ManagementThe User Management section in the control centre helps to manage the usersbelonging to an account.
You can
o Create Users
o Assign Security Levels
o List Users and
o 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 requireadditional security levels create it before creating the users.
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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
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List User Go to User Management > List of Users
Lists of User(s): Displays the information related to each user, such asSecurity Level, Tally.NET ID, type of remote user, Site ID, Status, etc.
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Alter User Click Action
Select Alter User
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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
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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 bechanged.
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.
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Create Security Level
In 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
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List Security Levels
In List of Security Levels window
You can view the List of Security Levels
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Alter Security Level
Click Action
Select Alter
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Alter Security Level
In Alter Security Level window
Alter the rights of the security level
Click Save
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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-mailID of the Account
Administrator, type of account, etc. can be viewed
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Change Basic Details
Go to Account Profile Management > Basic details
Click Action
Select Change Basic Details
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Change Basic Details
In Change Basic Details window
Select Organisation andenter the basic details such as Account Name,Website address
Select Individual if you are an individual using Shoper 9
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Change Account ID
If you wish to change the Account ID
Select Change Account ID
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Change Account ID
In Change Account ID window
Enter the new Account ID
Click Save to change the account ID
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Set/ Change Address Details
If you wish to change address details
Select Set/ Change address details
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Set/ Change Address Details
In Set/ Change Address Details window
Enter the Mailing Details such as Address, phone numbers, billingaddress, mailing address, shipping address, etc.
Click Save to create/ modify address details.
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Set/ Change Contact Person Details
If you wish to change Contact Person Details
Select Set/ Change Contact Person Details
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Set/ Change Contact Person Details
In 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
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Change Account Administrator
This 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
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Account Administrator Id
In case ofSingle Site, the administrator can perform only Surrenderoperations for his site
Erroneous updation ofAccount administrator ID will affect the licensingfunction of your organisation
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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
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Thank You