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Using IP Address
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3.2 Procedure for Synchronization
Create Client Rule on the Client system. This is a one time activity required to
initiate the synchronization.
Selectthecompanyyouwishtosynchronize.
GotoGatewayofTally>Import of Data>Synchronization>Client
Rules>Create
The Client Rule Creation screen appears as shown.
Figure 3.3 Client Rule Creation Screen
NameofField Action/Description
NameofRule GiveanamefortheClientRule.Fore.g.
SyncwithHO.
UseTallyLinkServer WhenusingIPAddress,thisfieldwillbe
deactivated.
Using IP Address
26
NameofField Action/Description
ServerURL GivetheIPAddress/Machinenameof
theServeralongwiththeportnumber.
E.g.192.168.1.64:9010
IPAddressPortNumber
TofindtheURLwhenusingWindows98
andabove,
Start>Run>typecmd>typeipconfig
Ifyouareusingawebpageasapass-
throughforsynchronization,youcan
specifythepageURL.Forexample,you
canspecify192.168.1.64/tallysync.asp
astheServerURL.
(PleasereadthesectiononPass-
Throughpageforfurtherinformation)
SecureServer Thisoptionallowsyoutospecify
whethertheServerislisteninginsecure
mode.(ReferSecurityIssues:httpstobe
usedinsteadofhttpforsynchronization)
Whenweusehttps,wenecessarilyneed
tohaveapass-throughpageinbetween
theServerandtheClient.Pleaseread
thesectiononPass-Throughpagefor
furtherdetails.
UserName Ifrequired
Password Ifrequired
Using IP Address
27
ThefurtherstepsforsynchronizationontheClientandServerComputeraresimi-
lartothoseinSynchronizationusingTallyLinkServer.
NameofField Action/Description
UseCompression SetthisoptiontoYestocompressthe
dataforfastersynchronization.Thisalso
enhancessecurityofdataduringsyn-
chronization.
TypeofRule BydefaultitisSynchronize.
CompanyNameonServer Specifythecompanynameavailableon
theServertowhichthevouchersfrom
Clientwillbesynchronized,inthiscase,
itisGlobalEnterprises.
SynchronizeAlteredTransactions SetthisoptiontoYesifyouwantaltered
transactionstogetsynchronized.
Syncoverslowconnection SetthisoptiontoYes,toallowsynchro-
nizationtobecarriedoutoveralow
speedconnection,i.e.onepacket(25
vouchers)atatime.
CompanyGUIDonServer DisplaystheGUIDofthecompanyat
Serverlocation.Thiswillbedisplayed
onlyaftertheinitialsynchronization.
CurrentTID DisplaysthetransactionIDofthelast
voucheroftheremotecompanythatwas
successfullysynchronized.
AlteredTID DisplaystheAlterIDofthelastvoucher
oftheremotecompanythatwassuc-
cessfullysynchronized.
IsActive Thisfieldindicateswhethertheclient
ruleisactivatedontheserver.Itcannot
bealtered.
Using IP Address
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The Server Rule Activation screen appears as shown.
Figure 3.4 Server Rule Activation Screen
Figure 3.5 Statistics prior to Data Synchronization on server
Figure 3.5 depicts the number of vouchers and masters on the server.
Using IP Address
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Figure 3.6 Statistics prior to Data Synchronization on client
There is a mismatch between statistics of Client and Server as synchronization
hasnotbeendone.
Once the data is synchronised, the Statement of Statistics would appear as
shown.(Fig.3.7and3.8)
Using IP Address
30
Figure 3.7 Statistics post Data Synchronization on server
Figure 3.8 Statistics post Data Synchronization on client
Using IP Address
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3.3 Security Issues
Since data is not encrypted by default during synchronization, you can enhance
security by using https in the pass-through web page.
3.4 Web page as a pass-through
A web page is specified as a pass-through in the following circumstances.
WhenaWebServerandTallyServerresideonthesamemachinewhich
connectstotheInternetandonlyPort80(DefaultportfortheInternet)is
madeavailableforsecurityreasons.Inthisscenario,runTallyonaspe-
cificport(say9090)anddevelopawebpagewhichredirectsall
responsestothisport.
WhenitisnotdesirabletohaveTallyoutsidethefirewall,awebpage-
pass-throughcanthenbeusedtoconnecttotheTallyServerwithinthe
firewall.
WhenusersdonotwanttorevealtherealpathtotheTallyServer,a
pass-throughpagecanbeusedtoredirecttoavirtualdirectory.
3.5 Troubleshooting
Tally Error messages on Server when using IP Address
1. <LINEERROR>CouldnotsetSVCurrentCompanyto<servercompany></
LINEERROR>
Figure 3.9 Error Message
Cause: Occurs if the company has not been chosen on the Server.
Solution: Choose the company from Gateway of Tally on the Server.
Using IP Address
32
2. SocketError
Cause: Occurs if Client connectivity is broken during synchronization.
Solution: Check connectivity and assure that Tally Client is running.
Error messages on Client
1. Failed to Post to: http://ipaddress:tallyport/
Figure 3.10 Error Message
Cause: Occurs if Tally Client is not able to access Tally Server.
Solution:
1. Checkconnectivity.
2. CheckwhetherTallyServerisrunning.(openwebbrowserandtypehttp://
serveripaddress:tallyport/.YoushouldgetanHTML/XMLresponse)
2. Tally Server reported possible problems during Sync.
Figure 3.11 Error Message
Cause: Occurs if the connectivity is broken during synchronization.
Solution:
1. Checkconnectivity.
2. CheckwhetherTallyServerisrunning.(openwebbrowserandtypehttp://
serveripaddress:tallyport/.YoushouldgetanHTML/XMLresponse)
Note: Tally.imp file in the Tally folder will contain details of all the vouchers syn-
chronized and also the errors (if any) which occurred while synchronizing.
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4. Principle of Synchronization in Tally
Tally ensures that all masters required to save a transaction are moved along with
the transaction. This includes Groups, Ledgers, Stock Items, Units of Measures,
Currencies and so on. This essentially makes synchronization both a single-click
and error free operation.
After the first instance of synchronization, any alteration in source transactions get
reflected in the subsequent synchronization.
The Current TID (Transaction ID) and Altered TID values of Server and Client
Companies are maintained in their respective synchronization rules.
When the synchronization process starts, the Client sends its previous Current
TID and Altered TID values of the Server as per its Rule to the Server and the
Server checks whether the Current TID and Altered TID are the latest as per its
data. If not, the Server will respond with all vouchers having the Current TID/
Altered TID greater than incoming Rule values. These vouchers will be imported
into the Client. Thus, the synchronization will be complete and all data of the
Client gets updated at the Server and vice-versa.
Note: Current TID of voucher gets generated when a new voucher is entered and
does not change when the voucher is altered. The Current TID is used by Tally
software to find out if any new transactions have been created at the remote-end
since the last synchronization.
Note: Altered TID of voucher gets generated each time the voucher is altered or
re-accepted. Altered TID value is dynamic and is used by Tally software to find
out if any transactions have been altered at the remote-end since the last synchro-
nization.
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5. Synchronizing initial vouchers
Tally maintains Current TID and Altered TID of the Server and Client company
along with the Server/Client Rules. Synchronizing back-dated vouchers would
mean updating these IDs in the respective companies.
The problem of updating these IDs are compounded if you have set up synchroni-
zation between companies having large amount of data.
TheinitialsynchronizationcantakealongtimeovertheInternet.
TheClientcomputerisalsolikelytodisplayanoutofmemoryerror.
Besides, if synchronization takes place in the middle of the year, the masters
without any transactions in them will not get synchronized.
In such cases, there are two options available to proceed with synchronization.
Option 1: Export data of the source company (in XML format) to a disk file and
import the same into the target company. Perform the following steps to ensure
properupdationofRemoteIDsinthecorrespondingRules.
When Client sends data to the Server
CreateaClientRule.
SelectSynchronizeonClientwhichcreatesthecorrespondingServer
Rule.
ActivatetheServerRule.
DONOTsynchronizeagain.Insteadexportallmasters(inXMLformat)
fromtheClienttodiskfile.
Exportallvouchers(inXMLformat)fromtheClienttodiskfile.
ImportthemastersintotheServerfromdiskfile.
ImportthetransactionsintotheServerfromdiskfile.
TheCurrent TIDandAltered TIDofthelastimportedvouchergets
updatedintheServerRule.
SubsequentCurrent TIDsandAltered TIDswouldbeincremental.
Back - dated vouchers
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IfyouwishtosynchronizeoverLAN/Internet,youcansendonepacket
of25transactionsatatimebyselectingSyncoverslowconnectioninthe
ClientRule.Thiswillavoidoutofmemoryerrors.
WhentheClientretrievesdatafromtheServer
CreateaClientRule.
SelectSynchronizeonClientwhichcreatesacorrespondingServerRule
ontheServer.
ActivatetheServerRule.
DONOTsynchronizeagain.Insteadexportallmasters(inXMLformat)
fromtheServertodiskfile.
Exportalltransactions(inXMLformat)fromtheServertodiskfile.
ImportthemastersintoClient.
ImportthetransactionsintotheClientfromdiskfile.GotoGatewayof
Tally>ImportofData>Synchronization>ClientRules>ImportInitial
Option 2: When substantial data exists at Client and Server, users have the
option to update the Server and Client by creating a snapshot file at the source
and importing it to the destination computer.
The process for updating Server is
CreatetheClientRule.
ChooseSynchronizetoactivatetheoptionExport/ImportSnapshot.
ExportthesnapshotatClient.GotoGatewayofTally>ImportofData>
Synchronization>ClientRules>Alter>ChoosetheRule>ExportSnap-
shot.
Copythesnapshotfiletoanystoragemedia
ActivatetheServerRule.
ImportthesnapshotfilefromtheabovestoragemediaattheServer.Go
toGatewayofTally>ImportofData>Synchronization>ServerRules>
Alter>ChoosetheRule>ImportSnapshot.
The process has to be reversed for updating Client.
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6. FAQs
1. HowisDataSynchronizationpriced?
Answer
Data Synchronization using the TallyLink Server is today a free service provided
by Tally. If Data Synchronization is done directly, that is, using own IP Address,
then Server Capabilities and Client Capabilities have to be activated, for which a
licencing fee has to be paid. The current rate for the same is Rs. 36,000/- for
Server Capability and Rs. 3,600/- for each Client Capability.
2. WhataretheadditionalsystemrequirementsforDataSynchronization?
Answer
The foremost requirement is Internet connectivity. Data Synchronization can be
done on normal PC and does not require any additional hardware. However, for a
smoother process the minimum requirement of Pentium IV processor with
Windows XP or Windows 2000 and a 512 MB RAM, have to be met.
3. WhatisthedifferencebetweenDataSynchronizationandDataImport/Export?
Answer
Particulars Import/Export Synchronization
MovingMasters Masters have to be
importedmanually.
Automaticallycreates
themasterswhile
transferringthevouch-
erstothelocation.
Rectification/Alterationof
previouslyimported
vouchers
Voucherhastoberecti-
fiedmanually.Else,it
willneitherbeoverwrit-
tennorrectifiedauto-
matically.
Vouchersareauto-
maticallyrectified(if
optionischosenfor
thesame).
FAQ
38
4. WhatisTallyLinkServer?
Answer
TallyLink Server is used to transmit data between two Tally instances using the
synchronization module provided by Tally.
5. WhenisTallyLinkServerused?
Answer
TallyLink Server (TLS) is used where the user does not have a static IP address or
does not wish to use it.
6. DoIneedastaticIPAddresswhenusingTallyLinkServer?
Answer
No, you dont need a static IP address. It works on any dial-up system and uses
the IP address that is provided by the service provider. Tally uses unique TallyLink
Id feature to identify the Tally Server and Tally Client.
7. CanIdoDataSynchronizationwithinaLAN?
Answer
Yes, provided you have Tally Server capabilities and Tally Client capabilities
activated for your Tally serial numbers.
Particulars Import/Export Synchronization
Duplicationofdata Onrepeatedimportor
exportthesamevouch-
erscouldhavebeen
importedearlier.
Duplicationofdatais
avoided.
Connectivity Companiesneednotbe
connectedwhenexport-
ingorimportingdata.
ServerandClient
havetobeconnected
atthetimeofsynchro-
nizingdata.
FAQ
39
8. CanIdoDataSynchronizationviaVPN(VirtualPrivateNetwork)?
Answer
Yes.
9. CanIsynchronizedatausingtwosingleuserlicencesofTally?
Answer
No. Data Synchronization requires a multi-user licence for the Server even if there
is only a single user. The licence of the Client can be either single user or multi-
user.
10.CanIcreatemorethantwoRulesforsynchronizationfromonecompany?
Answer
Yes. There is no limitation on creation of Rules from a Client.
11.CanIhavetwoTallyLinkServerIDsforoneTallyserialnumber?
Answer
No, only one unique TallyLink ID is available for each Tally serial number and it
cannot be changed once registered with Tally.
12.Howoftendoessynchronizationneedtobedone?
Answer
Tally provides complete control over the frequency of replication. The user can opt
to replicate the data whenever required.
13.Howlongdoesittaketosynchronizedata?
Answer
Data can be synchronized vide various media available today -- V-SAT, VPN
Tunnel, broadband connection, ISDN Dial Up, Normal Dial Up, and so on.
FAQ
40
The speed of synchronization depends on the bandwidth of the Internet connec-
tion you are using. On a good connection, it takes approximately 3 to 4 minutes to
transfer 1 packet, that is, 25 vouchers.
14.CanIskipcertainvoucherswhilesynchronizing?
Answer
No. Synchronization cannot be done for select vouchers.
15.CanIsynchronizemyBankreconciliationbetweenServerandClient?
Answer
Yes.
16.CanIsynchronizemastersalone?
Answer
No. Accounting and Inventory Masters such as ledgers and stock items get syn-
chronized along with the transaction.
17.CanaServerinitializeDataSynchronization?
Answer
No. A Client needs to initiate Data Synchronization.
18.Whycantsynchronizationbeinitiatedbyaserver?
Answer
Synchronization of data has to be initiated at the Branch/Client level after updation
of books of accounts. Moreover, Client always initiates synchronization as the
Server Rule gets created implicitly when a Client Rule tries to synchronize with the
Server.
FAQ
41
19.IfIrewritebooksoftheServerorClient,whatistheimpactonDataSynchro-
nization?
Answer
There will be no impact on the Data Synchronization unless the data is corrupted.
20.Canoptionalvouchersbesynchronized?
Answer
Yes. All vouchers (Optional/ Memorandum/ Reversing Journal/ Cancelled) get
synchronized in the process.
21.WhathappenswhentheInternetconnectionbreaksduringDataSynchroniza-
tion?
Answer
If the connection breaks, synchronization will resume from the last successfully
sent transaction.
22.HowwillIknowifmyServerisconnectedtotheInternetatthetimeofsynchro-
nization?
Answer
To check at the Client level, open web browser and type http://serveripaddress:tal-
lyport, example, http://198.162.1.64:9090. If you recieve an HTML/XML response,
the Tally server is connected.
At the Server level, the calculator panel will display message Successfully
connected to Link Server with ID XXXX (Server ID).
FAQ
42
23.WhyisDataSynchronizationslow?
Answer
Amountofdatatransferredatatimeistoohigh.
Internetconnectionisslow,i.e.thebandwidthistoolowtotransferthe
data.
Thehardwareisbelowrecommendedminimum(RAMisbelow512/128
MBorprocessorisbelowP4).
24.HowdoIgetasecureconnection?
Answer
Since data is not encrypted by default during synchronization, you can use https in
the pass-through web page for greater security. This option is however available
only when using IP address.
25.Whatishttps?
Answer
It is a protocol for encrypted transmission over TCP/IP networks, which sets up a
secure end-to-end link over which HTTP or any other application protocol can
operate. The most common application of SSL is HTTPS for SSL-encrypted
HTTP.
26.Whatisawebpagepass-through?
Answer
A web pass-through page is a web page which acts as a mediator for transmitting
data. It is used in the following scenarios.
WhenaWebServerandTallyServerresideonthesamemachineand
areconnectedtotheInternet,andforsecurityreasonsonlyPort80
(DefaultportfortheInternet)ismadeavailabletotheoutsideworld.In
thiscase,youwillrunTallyonaspecificport(say,9090)anddevelopa
webpageasapass-throughwhichredirectsallresponsestothisport.
FAQ
43
WhenitisnotdesirabletohaveTallyoutsidethefirewall,awebpass-
throughpagecanbeusedtoconnecttotheTallyServerwithinthefire-
wall.
WhenusersdonotwanttoexposetherealpathoftheTallyServer,a
pass-throughpagecanbeusedtodirecttoavirtualdirectory.
27.Candatafrommanylocationsbesynchronizedtoonesinglecompany?
Answer
Yes, data can be synchronized from more than one location to a single Server
Company. However, on account of the two-way synchronization function of Tally,
by default the data will be exchanged from one company to another. For example,
say Company A in Ahmedabad and Company B in Baroda wants to synchronize
their data at the HO in Mumbai to reflect a consolidated position. On account of
two way synchronisation, the data of Company A will, by default, get transferred to
Company B through the HO. To prevent this, Tally would need to be customised
(charges extra) to add the feature One Way Sync.
28.IsDataSynchronizationpossiblebetweentwodifferentcompanies?
Answer
Data Synchronization is possible between any two companies using Tally.
However, no data can be synchronized unless the Server Rule is activated for the
company on the Server.
29.IhavebeenusingTally7.2andwanttousethefacilityofsynchronizationin
TallywithmyBranch.However,thedataistoovoluminous.Isthereanyoption
availablewhereinthedatatransferwillbefaster?
Answer
Yes, you can use any one of the following options. First you have to migrate from
Tally7.2 to Tally9.
Export/Importofthealreadyexistingdata.(ReferChapter5)
Snapshotfacility.
FAQ
44
30.IhavebeenusingTally7.2andwishtosplitthecompanydata.Willtherebea
probleminsynchronization?
Answer
Yes, but first you have to migrate from Tally7.2 to Tally9. Once the data is split, the
old company Rule will not be used. You have to create a new Rule and run the
synchronization cycle.
31.WhodoIcontactforsupportonDataSynchronization?
Answer
For support, please contact
support@tallysolutions.com
1-800-425-8859and(toll-free)forBSNL/MTNLsubscribers
1-800-22-8859forallothersubscribersorthenearestTASC(Tally
AuthorizedServiceCenter)
VendorfromwhomyouhavepurchasedTally
Feedback
45
Name:___________________ Organisation:_____________________________
Address:_________________________________________________________
Telephone No.:____________________ Email ID:_________________________
Please rate your responses on a 5 to 1 scale, where 5 is Excellent
and 1 is Poor.
No. Question 5 4 3 2 1
1. Howusefulisthematerial?
2. YourunderstandingofDataSync.inTallyis...
3. Howcleararethesystemrequirementsfor
DataSynchronization?
4. Howcleararethedifferencesbetweenlicens-
ingrequirementsforDataSynchronization
usingTallyLinkServerandVirtualPrivateNet-
work?
5. Yourunderstandingabouttheuseofsingle-
user/multi-userlicencesis...
6. HowwellareyouabletousetheDataSyn-
chronizationfeatureinTally?
7. Howwell-definedistheprocessofDataSyn-
chronizationinthematerial?
8. Thetrouble-shootingtipsare...
9. Howwellhaveyouunderstoodwhentousea
webpageasapass-through?
10. Howwellareyouabletosynchronizeback-
datedvouchers?
11. Howappropriateisthechoiceofmedia(Book
andDemoCD)?
12. ThecoverageofthetopicDataSync.is...
13. Thecasestudythathasbeenusedis...
14. RatetheusefulnessoftheDemoCD.