Data Synchronization in Tally

Tally (India) Pvt. Ltd. 2007

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Version: Tally Data Synchronization/2.0/Training/July 2007



Preface
Business which operate from multiple locations need to exchange data frequently
between locations and it is time bound and critical to run their business. Data
Synchronization is the ability for data in different locations to be kept up-to-date so
that each repository contains the same information. It ensures uniformity, up-to-
date reporting and quick decision making.
This step by step guide is designed to help you implement and troubleshoot Data
Synchronization in Tally. This guide also addresses the requirement of connecting
occasionally to the internet and update data at various locations in a simple and
cost effective manner.
i
Contents
1. Getting Started................................................................................................................... 1
1.1 Introduction to Tally Data Synchronization................................................1
1.2 Benefits of Data Synchronization.................................................................2
1.3 System Requirements......................................................................................2
1.3.1 Server.........................................................................................................2
1.3.2 Client.........................................................................................................3
1.4 Licencing...........................................................................................................3
1.4.1 TallyLink Server.........................................................................................3
1.4.2 Private Network.........................................................................................3
1.5 Precautions........................................................................................................4
1.6 Scenarios in Synchronization ........................................................................4
1.7 Six step Process................................................................................................5
2. Synchronization TallyLink Server...................................................................... 7
2.1 Configuring for Sychronization ....................................................................8
2.1.1 Server.........................................................................................................8
2.1.2 Client........................................................................................................11
2.2 Procedure for Synchronization....................................................................14
2.3 Troubleshooting.............................................................................................19
3. Synchronization Private Network..................................................................... 23
3.1 Configuring for Synchronization................................................................23
3.1.1 Server.......................................................................................................23
3.1.2 Client.......................................................................................................24
3.2 Procedure for Synchronization....................................................................25
3.3 Security Issues................................................................................................31
3.4 Web page as a pass-through.........................................................................31
3.5 Troubleshooting.............................................................................................31
4. Principle of Synchronization in Tally ................................................................. 33
5. Synchronizing initial vouchers.................................................................................. 35
6. FAQs..................................................................................................................................... 37
1
1. Getting Started
1.1 Introduction to Tally Data Synchronization
A number of businesses in the Small and Medium-Sized Enterprises (SME)
segment operate in more than one location. There is a need for updating account-
ing and inventory information at all locations, to ensure that the business runs effi-
ciently and smoothly.
The frequency of updating data depends on three important factors
Thevolumeofdatageneratedacrosseachlocation.
Theneedforhavingthelatestupdates,readilyavailableateachlocation.
Theresourcesandcostinvolvedinupdation.
Data Synchronization refers to a process where data is replicated between two or
more locations. It enables the branch offices to send data to the head office and
vice versa, over a network with a dynamic IP address or static IP address. Data
Synchronization flows both ways, i.e., data flows from the Client to the Server and
vice-versa.
Data Synchronization can be done with a dynamic IP adress, using the Tally Link
Server or with a static IP address, using Direct Client Server. If the Tally Link
Server is used, then data is synchronized through the TallyLink Server available
on a public IP adress at a predefined port. If a private network is used, the data is
synchronized using the customers static IP address.
The computer where Data Synchronization is initiated is termed as the Client. The
computer to which it synchronizes is the Server.
In this document, Data Sychronization has been illustrated using an example of a
company, Global Enterprises, with Head Office at Bangalore and a Branch Office
located at Chennai.
Getting Started
2
1.2 Benefits of Data Synchronization
The highlights of Data Synchronization are:
Simple,efficientandcosteffectivemechanism.
Simpleset-up.
SimultaneousupdationofdataatServerandClient.
Singleclickforupdatingdata.
Adaptabletoanoccasionallyconnectedenvironment.
1.3 System Requirements
The following infrastructure is recommended for efficient Data Synchronization.
1.3.1 Server

HardwareSet-up PentiumIVandabove
512MBRAM.
Harddiskspacedepending
ondatavolume
OperatingSystem Windows98/2000/2003
WindowsME/NT/XP/VISTA
InternetConnectivity AnInternetconnectionviaa
cablemodemoraleased
linewouldbeideal.Adial-up
connectionwillalsoserve
thepurpose.
Getting Started
3

1.3.2 Client
1.4 Licencing
1.4.1 TallyLink Server
On the Tally Server
ActivateaTallyMulti-UserLicence.
TallyLinkServerCapabilityisactivatedbydefault.
On the Tally Client
ActivateeitheraTallyMulti-UseroraSingle-UserLicence
TallyLinkClientCapabilityisactivatedbydefault.
1.4.2 Private Network
On the Tally Server
ActivateaTallyMulti-UserLicence.
DirectServerCapabilityhastobeactivatedbypayinganadditional
licenceactivationfee.
HardwareSet-up PentiumIVandabove
256MBRAM.
Harddiskspacedepending
ondatavolume
OperatingSystem Windows98/2000/2003
WindowsME/NT/XP/VISTA
InternetConnectivity Internetconnectionatthe
Client-endcouldbedial-up,
asconnectionisrequired
onlywhendatahastobe
synchronized
Getting Started
4
On the Tally Client
ActivateeitheraTallyMulti-UseroraSingle-UserLicence.
DirectClientCapabilityhastobeactivatedbypayinganadditional
licenceactivationfee.
1.5 Precautions
1.EnsurethatthesamesetofCompanyfeatures(F11)areenabledatboththe
ClientandtheServer.
2.Donotdeleteanyvouchers(Alt+D).Instead,cancelthem(ALT+X).This
ensuresthatthevouchersremaininthesystemandareupdatedattheother
end.Theotheroptionistoidentifyanddeletethevoucherfrombothends.
3.DonotalternamesoftheMastersthathavebeensynchronizedatboththe
ends.Ifaltered,itwillgetupdatedasanewmasteronsubsequentsynchroni-
zation.Incaseswheremastershavebeenaltered,thecorrespondingchanges
needtobedonemanuallyattheotherend.
4.Donotuseaback-upofthecompanycreatedandrestoreitattheotherloca-
tionforsynchronization.ThedatawillnotgetsynchronizedastheGlobal
Unique Identifier (GUID)ofboththecompanieswillbethesame.
1.6 Scenarios in Synchronization
The extent and scope of Synchronization differs from person to person and
business to business. Some of the scenarios are:
AlterationofTransactionsattheHOlocationarenotupdatedatthe
branch
By default the altered transactions are updated at both ends. If a business
chooses to update or rectify the corrections manually, they can set the option not
to synchronize altered transactions. This allows the branch and HO to understand
and discuss the required changes on a transaction basis.
BackdatedVouchers
When locations are using Tally independently for a long duration and a later date
decide to synchronize, Tally allows you to update the initial vouchers using
Snapshot or Import/Export of data prior to synchronization.
Getting Started
5

WebPagePass-through
Where companies do not want to open up a specific port on their firewall for data
transfer and use the default port 80 itself. The web pass through page comes in
handy for such implementations.
1.7 Six step Process
Synchronization is a simple six step process.
1.ConfiguretheserverandclientTally.inifileandF12:Configuration.
2.CreateaClientRuleattheClient.
3.EnsurethattheserverisconnectedtotheTallyLinkServer.
4.SelectSynchronizeattheclient.TheClientconnectstotheServerandcre-
atesaServerRuleattheServerside.
5.ActivatetheServerRuleontheServer.
6.ClickontheoptionSynchronizeattheClienttosynchronizedata.Further,
datacanbesynchronizedasandwhenrequired.
7
2. Synchronization TallyLink Server
TallyLink Server is used as a medium to transmit data between the Client and the
Server. TallyLink Server is available on a public IP at a predefined port.
The TallyLink Server can be used in cases where
ThecustomerdoesnothaveastaticIPaddress.
Tallyisrequiredtobeoutsidethefirewallofanorganisationtobeableto
synchronizedata.
The following screens display the statistics of the Head Office - Global Enterprises
which acts as the Tally Server and Branch office - Global Enterprises Chennai,
which acts as the Client.
Figure 2.1 Screen before Synchronization on the server
Using TallyLink Server
8

Figure 2.2 Screen before Synchronization on the client
As can be seen in the above images, there is a mismatch in the statisrtics of the
Server and the Client, as synchronization is yet to be done.
2.1 Configuring for Sychronization
2.1.1 Server
Step 1: Edit the Tally.ini file and add the following:
ClientServer = (Server/Both)
Clientserver specifies the mode in which Tally should run. The possible modes are
ServerTallywouldfunctionasaServerthatcanservicerequestsfrom
otherhostsforsynchronization.
BothTallywouldfunctionbothasaClientaswellasaServer.
Using TallyLink Server
9

ServerPort = XXXX (any valid TCP-IP Port. This is required only if you are using
a port other than the default one which is 9000.
The Tally.ini file at Server appears as shown in Fig. 2.3.
Figure 2.3 Tally.ini file on Server
Using TallyLink Server
10
Step 2: F12:Configuration
Go to Gateway of Tally > F12 > Connectivity > Sync Configuration
The F12:Configuration screen is displayed.
Figure 2.4
Changethesettingsoftheparametersasfollows:
NameofField Action/Description
IgnoreClientsmodified
VoucherTypeMasters
SetthisoptiontoNo,sothatmodifications
madeontheClienttoVoucherTypeMas-
tersareupdatedontheServer.
EnableSyncLogging SetthisoptiontoYes,togenerateaLogfile
whichcontainssynchronizedvouchersand
issavedintheTallyfolder.Thiswillbeuse-
fulfortroubleshooting.
Truncatepreviouslogbefore
Synching?
SetthisoptiontoYes,toallowtheprevious
logfiletobeoverwrittenbythecurrentlog.
Using TallyLink Server
11

2.1.2 Client
Step 1: Edit the Tally.ini file and add the following:
ClientServer = (Client/ Both)
Clientserver specifies the mode in which Tally should run. The possible modes are
ClientTallywouldfunctionasaClienttoSynchronization.Itcannotserv-
icerequestsfromotherhostsforsynchronization.
BothTallywouldfunctionbothasaClientaswellasaServer.
ServerPort = XXXX (any valid TCP-IP Port. Required only if you are using a port
different from the default port 9000.)
UseTallyLink SetthisoptiontoYestousetheTallyLink
Server.
TallyLinkId KeyintherequiredlinkID.Thisisauser
definedIDandcannotbechangedonce
definedandregisteredwithTallyServer.It
iscasesensitive.Ideally,theLinkIDused
shouldbeaTallyserialnumber.
ConnecttoTallyLinkServer SetthisoptiontoYestoconnecttoTallyLink
Server.
ConnectonStartup SetthisoptiontoNoifyoudonotwishto
connecttoTallyLinkServereachtimeyou
startTally.Wheneverneeded,clickCon-
nectonthebuttonbarmenu.
Using TallyLink Server
12
The Tally.ini file appears as shown.
Figure 2.5 Tally. ini file on Client
Using TallyLink Server
13

Step 2: F12:Configuration
Go to Gateway of Tally > F12 > Connectivity > Sync Configuration
The F12:Configuration screen appears as shown.
Figure 2.6 F12:Configuration on Client
Changethesettingsoftheparametersasshownabove.
NameofField Action/Description
IgnoreServersmodified
VoucherTypeMasters
Set this option to No, so that modifications
made on the Server to Voucher Type Mas-
tersareupdatedontheClient.
UseTallyLink Set this option to Yes to use the TallyLink
Server.
TallyLinkID Key in the required link ID. This is a user
defined ID and cannot be changed once
defined and registered with Tally Server. It
is case sensitive. Ideally, the Link ID used
shouldbeaTallyserialnumber.
Using TallyLink Server
14
2.2 Procedure for Synchronization
Ensure that the Client and Server are online. On the Server, click the Connect
button under F12-Sync Configuration. This will connect the Server to the
TallyLink Server.
Steps on Client
1. Create Client Rule on the Client system. This is a one time activity required to
initiate synchronization.
Selectthecompanywhichhasdatathatyouwishtosynchronize.
GotoGatewayofTally>ImportofData>Synchronization>
ClientRules>Create
The Client Rule Creation screen appears as shown.
Figure 2.7 Client Rule Creation Screen
Using TallyLink Server
15

Changethesettingsoftheparametersasfollows:
NameofField Action/Description
NameofRule GiveanamefortheClientRule.Fore.g.-
SyncwithHO.
UseTallyLinkServer SetthisoptiontoYeswhenusingdynamic
IPaddressforsynchronizing.
ServerTallyLinkId SpecifytheServerlinkIDwithwhichyou
wishtosynchronize.Inthiscase,theIDis
783020511.
TypeofRule ThisissettoSynchronizebydefault.
CompanyNameonServer Specifytheexactcompanynameavailable
ontheServertowhichthedatafromClient
willbesynchronized.Inthiscase,Global
Enterprises.
SynchronizeAlteredTrans-
actions
SetthisoptiontoYesifyouwantaltered
transactionstogetsynchronized.
Syncoverslowconnection SetthisoptiontoYes,toallowsynchroniza-
tiontobecarriedoutoveralowspeedcon-
nection,i.e.onepacket(25vouchers)ata
time.
CompanyGUIDonServer DisplaystheGUIDofthecompanyat
Serverlocation.Thiswillbedisplayedonly
aftertheinitialsynchronization.
CurrentTID DisplaysthetransactionIDofthelast
voucheroftheremotecompanythatwas
successfullysynchronized.
AlteredTID DisplaysthealterIDofthelastvoucherof
theremotecompanythatwassuccessfully
synchronized.
IsActive Thisfieldindicateswhethertheclientruleis
activatedontheserver.Itcannotbealtered.
Using TallyLink Server
16
2. To initiate synchronization
On the Client, go to Gateway of Tally > Import of Data > Synchronization >
Synchronize
A Server Rule, corresponding to the Client Rule, is automatically created on the
Server.
A Client cannot exchange data with the Server unless the user on the Server
activates Server Rule. You can have more than one Server Rule depending on the
number of Clients synchronizing data.
If no error message is received in the calculator pane of Tally in the Client
computer, then it is confirmed that the Server Rule has been created successfully.
Steps on Server
1. ActivateServerRuleontheServer.
FromthelistofGUIDS,selectthecompanywhichhasrequestedthesyn-
chronization.
GotoGatewayofTally>ImportofData>Synchronization>Server
Rules>Activate
The Server Rule Activation screen appears as shown.
Figure 2.8 Server Rule Activation Screen
Using TallyLink Server
17

You are now ready for Data Synchronization.
On the Client Computer
Go to Gateway of Tally > Import of Data > Synchronization > Synchronize
A message displays in the calculator panel confirming synchronization.
Figure 2.9 Sync Confirmation Screen
On synchronization, all data from the Client gets posted to the Server and all data
from Server gets saved in the Client.
NameofField Action/Description
NameofRule ThisshowstheGUIDoftheClientcompany
thathasrequestedsynchronization.
CompanyNameonClient Thisshowsthenameofthecompanythat
hassenttherequestforsynchronization.
IsActive SetthisoptiontoYestostartsynchronizing.
SynchronizeAlteredTrans-
actions
SetthisoptiontoYesifyouwantaltered
transactionstogetsynchronized.
CurrentTID DisplaysthetransactionIDofthelast
voucheroftheremotecompanythatwas
successfullysynchronized.
AlteredTID DisplaysthealterIDofthelastvoucherof
theremotecompanythatwassuccessfully
altered.
ClientsLinkID ThisshowsthelinkIDtheClientisregis-
teredwith.Inthiscaseitis783020511.
Using TallyLink Server
18

Figure 2.10 Screen after Synchronization on Server

Figure 2.11 Screen after Synchronization on Client
Using TallyLink Server
19

When sychronization is repeated, only the new and altered vouchers from both
the Client and Server get updated.
2.3 Troubleshooting
Error messages on Server when using TallyLink Server
1. TallyLink Id <provided TallyLink Id> already exists. Choose a different
TallyLink Id
Figure 2.12 Error Message
Cause: Occurs when you select a Link Id that has already been registered by
another user.
Solution: Choose another Link Id.
2. <LINEERROR> Could not set SVCurrentCompany to <server company></
LINEERROR>
Figure 2.13 Error Message
Cause: Occurs if the company has not been chosen on the Server.
Solution:ChoosethecompanyfromGatewayofTallyontheServer.
3.InvalidTallyLinkId<TallyLinkId>forSerialNumber<serialnumber>
Figure 2.14 Error Message
Cause: Occurs when user does not give proper TallyLink Id.
Using TallyLink Server
20
Solution: The Link Id should be the same every time, and is selected only when
the connection to TallyLink Server is established for the first time.
4. An established connection with TallyLink Server was aborted. Discon-
nected from TallyLink Server at trb.tallysolutions.com Port 4001
Cause: Happens if the connectivity between machine running Tally and the
TallyLink Server is broken due to some reason, typically Internet connectivity is
lost.
Solution: Check connectivity status and retry.
Error messages on Client
1. Target TallyLink Id <destination TallyLink Id>is not connected to TallyLink
Server
Figure 2.15 Error Message
Cause: Occurs if the Server TallyLink Id that has been entered in the Client Rule is
not connected to the TallyLink Server.
Solution: Check if the Server is connected to the Internet.
2.InvalidTallyLinkId<TallyLinkId>forSerialNumber<serialnumber>.
Figure 2.16 Error Message
Cause: Occurs when user does not give the correct TallyLink Id.
Solution: Confirm in F12:Configuration if TallyLink Id is given correctly.
Using TallyLink Server
21

3.FailedtoPostto:http://:@trb.tallysolutions.com/lds/gateway
Figure 2.17 Error Message
Cause: Occurs if Tally Client is not able to access Tally Server.
Solution: Check connectivity. Check whether Tally Server is running. (open web
browser and type http://serveripaddress:tallyport/. You should get an HTML/XML
response.
4.Versionmismatch.PleaseupgradeTally.
Cause: Occurs when there is a version mismatch, that is, the Client is using an
older version of Tally, which is not supported by the TallyLink Server.
Solution: Download the latest release and update the Tally Client. (Go to www.tal-
lysolutions.com and download the latest version of Tally.)
23
3. Synchronization Private Network
Customers having static IP address can synchronize data even without using
TallyLink Server.
3.1 Configuring for Synchronization
3.1.1 Server
Step 1:The Tally.ini file is edited as mentioned in the steps for TallyLink Server.
Step 2: F12:Configuration
The F12:Configuration screen appears as shown.
Figure 3.1 F12:Configuration Screen on Server
Ensure that Use TallyLink is set to No, which is set by default. All other parame-
ters remain unchanged as mentioned for Tally Link Server.
Using IP Address
24
3.1.2 Client
Step 1:The Tally.ini file is edited as mentioned in the steps for TallyLink Server.
Step 2: F12:Configuration
The F12:Configuration screen appears as shown.
Figure 3.2 F12:Configuration Screen on Client
Ensure that Use TallyLink is set to No, which is set by default.

Using IP Address
25
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
28
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
29
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
31
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.
33
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.
35
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
36
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.
37
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.