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HomeProducts >  Tally 9
Tally 9 - Sales & Support of Tally 9 is Discontinued Latest Available ver. is Tally ERP 9

Tally 9 to Tally.ERP 9 Migration Steps/Process

To facilitate smooth transition, especially during this finanacial year end, please follow these 4 easy steps to move to Tally.ERP 9.

Step 1 : Backup Data

• Start Tally 9
• In the Company Info menu select Backup

The Backup Companies on Disk screen appears

• In the Source by default C:\Tally9\Data appears as the source folder
• In the Destination provide the required folder where you want to store the backup of data.
• Press Enter to start backup of data

A file title TBK900.001 is stored in the specified folder

Surrender Tally 9

Go to Gateway of Tally or Company Info menu

• F12: Configure > Licensing > Online > Surrender
• The surrender License request is sent to Tally Internet Services Server. On receiving a valid
response from the Internet Service Server the license is surrendered and Tally will be in
Educational mode

Step 2 : Install Tally.ERP 9

You can install Tally.ERP 9 using one of the following methods:

Method 1

• Double click the install.exe icon on the CD.

Method 2

• Click START from Windows.
• Select RUN.
• TYPE <CD drive>:\INSTALL.
• Press ENTER.

Follow the instructions displayed on your screen to proceed with the installation of Tally.ERP 9.

• TheTally.ERP 9 Setup Wizard screen is displayed as shown.
• Click Next to continue with the installation

The Tally.ERP 9 Setup screen appears

3.1 In the Programs section check select Tally.ERP 9.

3.2 In the Tally.ERP 9 Setup section, you can accept the default directories as shown or click on the buttons provided next to the respective text boxes to change the path of Application Directory, Data Directory, Configuration Directory, Language Directory and License Directory.

3.2.1  Application Directory - The program files reside in this directory.

3.2.2 Data Directory – by default Tally.ERP 9 data is stored in C:\Tally.ERP 9\Data. During the installation process, the wizard detects and retains the data path of previously installed version of Tally.ERP 9.

3.2.3 Configuration Directory – by default the configuration files reside in the application directory.

3.2.4 Language Directory – by default the Language files with the extension .dct are stored in the application directory.

In the License Details section, by default Use Local License File is selected.
License Directory - by default the license file resides in the license directory.

Note: Ensure that an earlier version of Tally.ERP 9 Silver is activated. Enter  the path of the license file in License Directory. This enables you to run multiple instances of Tally.ERP 9 Silver on the same computer using a single license file.

3. Click Next.
4. In the Country/Language Selection screen, check Install Operating System
Language Support to install Tally.ERP 9 with multi-lingual support.

Note: To use Tally.ERP 9 in English only, un-check Install Operating Systems Language Support

5. By default, India/SAARC appears in the Country Selection. Select Others if you are
not residing in India or any of the SAARC countries.

6. Click Install.
7. The Setup Status screen is displayed as shown.

8. You will be prompted for the language support files in the Files needed screen, insert
operating systems CD in the drive or click Browse and select the i386 folder where the
required language support files reside on your computer.
9. Click OK to install Language Support.

Note: Incase you click Cancel or do not have the operating system CD, The language support will not be available

10. In the installer screen click Finish to complete Tally.ERP 9 Setup.

11. Click Finish to complete Tally.ERP 9 Silver Installation.

To start the Tally.ERP 9 application, double click the Tally.ERP 9 icon on the desktop.

Note: While installing Tally.ERP 9 Silver (Single User), ensure that you have not checked My License Server is running at and do not provide the IP Address or the Name of the Server and the Port Number

Sterp 3 : Activate Tally.ERP 9

You can activate a Single Site license for the first time after successful installation of Tally.ERP 9 Silver or Tally.ERP 9 Gold on your computer. To activate the single site license, you must have Administrative Rights or login as an administrator, enter the License Serial Number and Activation Key printed on the Installation Guide for Tally.ERP 9 and enter your E-Mail ID.

Note: Activate Tally.ERP 9 using the Tally 9 License Serial Number and Activation Key provided along with the CD

• Start Tally.ERP 9
The Startup screen appears

• Select Activate License
The Activate License screen appears

• Select First time activation for your organisation

• The Activate License form appears

• Enter the required License Serial Number in the Serial Number field
• Enter the required Activation Key in the Activation Key field
• Enter your E-Mail ID in the E-Mail ID of Administrator field

• Repeat the Email-ID in the Repeat (E-Mail ID of Administrator) field

Unique account identification is created using this E-Mail ID and the license serial number is linked to this account. The License Key, Password and Account related information are mailed to the E-Mail ID provided in the activation form.

• Press Enter to activate a Single Site License.
Tally.ERP 9 searches for the availability of Internet Connectivity on your computer

Internet Connection is Available

• Tally.ERP 9 displays a message Congratulation! Your activation Request has been
• The Tally_lck.lic file is created which resides in the default Tally.ERP 9 directory
• Proceed to section titled Procedure to Unlock License File

Internet Connection is not Available

• Tally.ERP 9 displays a message Could not Connect to Internet, Do you want to
Generate the License File Offline.
• Press Y or click Yes to proceed with the Offline Licensing.
• Tally.ERP 9 displays a message Your Offline Activation Request has been Created
Successfully. A license request file titled Tally_req.lic is generated and stored in the
default Tally.ERP 9 folder.
• Copy the Tally_Req.lic file onto a pen drive/CD and transfer it to another computer with
Internet Connectivity and Tally.ERP 9. On this computer, Tally.ERP 9 could be in Educational
• Start Tally.ERP 9 on this computer
• Go to Gateway of Tally > F12: Configure > Licensing > Send External Request

• Tally.ERP 9 displays a message Offline Response File Tally_lck.lic Generated
Successfully. The Tally_lck.lic is created and stored in the default Tally.ERP 9 directory.
• The License Key to activate the Tally.ERP 9 license and the Password are emailed
separately to the email id provided in the activation form.
• Copy Tally_lck.lic and transfer it to the default Tally.ERP 9 application folder of the
computer where Tally.ERP 9 has to be activated.
• Start Tally.ERP 9
• Proceed to section titled Procedure to Unlock License File

Procedure to Unlock License File

• Access your mail and retrieve the unlock key before proceeding to unlock the license file.
• In the Startup screen select Unlock License.

• Type the Unlock Key retrieved in unlock field and press Enter.

On successfully unlocking the license file, Tally.ERP 9 displays the following message

On starting Tally.ERP 9, the License Serial Number and Account ID are displayed under the Version and Licesing  tab of the information panel respectively.

Step 4 : Restore Tally 9 Data

Restore Data

• In the Company Info menu select Restore

The Select Companies to Restore screen appears

• In the Destination enter the path of the folder where the backup has to be restored.
• In the Source enter the path of the folder/drive where the backup is stored.
• Select the required company from the List of Companies displayed
• Press Enter to restore the backup in the specified folder

Migrate Data

• Start Tally.ERP 9
• Tally.ER9 will commence the process of logically migrating the data to Tally.ERP 9

Note: On successfully activating Tally.ERP 9 you may reactivate Tally 9 and have a co-existence for a period of three months from the date of activating Tally.ERP 9

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