TAS software - Making business easy

A workgroup is small network of TAS BOOKS users that share their TAS BOOKS data. In general, a workgroup supports up to five TAS BOOKS users, but can be expanded to support a maximum of ten TAS BOOKS users.
 
One computer acts as a gateway and operates the central workgroup database 'engine'. All the computers with TAS BOOKS installed connect to the gateway to access your TAS BOOKS data.
 
Normally you would keep your TAS BOOKS data on a separate network server; this ensures the data is available to everyone.

If you don’t have a network server, you can now have a peer-to-peer workgroup.
 
Whichever setup you have, we call the computer that has the data the primary client computer. Other computers that have TAS BOOKS installed that share the data on the primary client computer are called additional client computers.
 
One change in the upgrade process for this version is that you will need to install a copy of TAS BOOKS on the computer where you store your TAS BOOKS data - the primary client computer. This is different to how TAS BOOKS has worked in previous versions - so it's important that you follow the steps below carefully.

The primary client computer is the computer where you store your TAS BOOKS data.
 
In previous multi-user versions of TAS BOOKS, you didn't install a copy of the program on your primary client computer. One of the changes introduced by TAS BOOKS v8 is the central workgroup database 'engine' - which means you must install a copy of TAS BOOKS on primary client computer.

You'll need to log in to TAS BOOKS using the primary client computer at least once every 90 days. If your primary client computer is not easily accessible - or it is a server running a server operating system - you may wish to consider upgrading to a network edition of TAS BOOKS, as this may be more appropriate for your needs.

Pop your TAS BOOKS v8 upgrade CD into your CD drive.  Most computers will run the CD automatically and display the TAS BOOKS menu. (If your CD doesn't start automatically, then if your CD drive is the d: drive, run d:\setup.exe from your Windows start menu.)
 
Choose Install Products from the menu.

Choose Upgrade TAS BOOKS from the menu.
 
The screenshots we've shown here are all from TAS BOOKS 3 v8, but the process is the same whether you have TAS BOOKS 2 or TAS BOOKS 3.

The TAS BOOKS installation wizard appears.
 
Click Next to start installing the TAS BOOKS v8 upgrade.

The TAS Software Licence Agreement appears.
 
You must accept the terms of this licence before installing TAS BOOKS v8. A printed copy of the licence is included in your TAS BOOKS v8 Upgrade guide.
 
Click Next to continue

The Pervasive Licence Agreement appears.
 
The Pervasive Summit database engine is incorporated as part of TAS BOOKS v8. You must accept the terms of this licence before installing TAS BOOKS v8.
 
Click Next to continue.

If you have TAS Payroll installed on the this computer, you may be informed that you also need to install an update for TAS Payroll. Step 6 below will show you how to install this update, when you have finished installing your TAS BOOKS v8 upgrade.
 
Click OK to continue.

The wizard will start installing your TAS BOOKS v8 upgrade. This may take some time.

After the wizard has upgraded your TAS BOOKS, you must restart your computer to ensure that all your system files are updated correctly.
 
Choose 'Yes, I want to restart my computer now' and click Finish.

After you have restarted your computer, double-click on the TAS BOOKS icon on your Windows desktop.
 
The Company Manager window appears. The name of this computer will be shown in the bottom right-hand corner of the Company Manager window - make a note of this, as you will find it useful later on.
 
You will need to activate TAS BOOKS v8 before you can start using the program.
 
Select File > Activation from the menubar.

The TAS BOOKS activation wizard appears.
 
In the User Options section, choose 'I want to use TAS BOOKS on more than one computer'.
 
In the Data Location section, choose 'My data is stored on this computer'.
 
Click Next to continue.

Click Browse to select the location of your data.
 
If the data is already on this computer, select that location. If the data is going to be moved to this computer, we recommend that you use the default location.
 
Click Next to continue.

The primary client computer will also store the activation certificate so that your additional client computers can access your TAS BOOKS data. You should only change this setting if instructed to do so by TAS Software Support.
 
If you need to change this setting, click Edit to select the location of the activation certificate.
 
Click Next to continue.

The Activation Wizard will make some network checks to ensure it can reliably access the data on your primary client computer.
 
If the network tests are successful, click Next to continue.
 
If any of the network tests fail, you should check your network settings to make sure that you have full access to the location of your data.

If you're upgrading from TAS BOOKS v7 and have not moved your data, the activation wizard will find your existing licence information.
 
You will need to enter your new TAS BOOKS v8 activation code, so choose 'Change the Licencing information by entering a new activation code'.
 
Click Next to continue.

If you're upgrading from TAS BOOKS v7 and have not moved your data, your serial number and company name will be shown here..
 
If you're upgrading from an earlier version of TAS BOOKS, or if you've changed the location of your data, you should enter your serial number and company name.
 
Click Next to continue.

Enter your TAS BOOKS v8 activation code.
 

If you don't have the new activation code to hand, you can email support@tassoftware.ie to obtain it.
 
Click Next to continue.

The Activation Wizard will display the details of your TAS BOOKS licence.
 
If the activation is unsuccessful, check you have entered your activation code, serial number and company name correctly. If you still need help, contact TAS Support on 1890 946 881 for assistance.
 
Click Finish to close the Activation Wizard.

The first time you use TAS BOOKS after installing v8, TAS BOOKS will need to upgrade your data files. From the Company Manager window, double-click your TAS BOOKS company.

The upgrade window appears.
 
Click OK to continue.

If you did not take a backup of your data before installing the TAS BOOKS v8 upgrade, you MUST do so now.
 
If you have already taken a backup, click OK to continue; otherwise click Cancel.

TAS BOOKS will upgrade your data files to version 8 format.
 
If your TAS BOOKS data files are large, this may take some time.

When the upgrade has completed, you are now ready to use TAS BOOKS.
 
Click Yes to log into TAS BOOKS as normal.
 
If you have a multi-company edition of TAS BOOKS, you will need to complete Step 3 for each of your TAS BOOKS companies.
 
Don't forget to check your Upgrade guide for more details on the exciting new features included in TAS BOOKS v8.

You'll need to install the TAS BOOKS v8 upgrade on your additional client computers. Simply repeat the process in Step 1 on every computer that runs TAS BOOKS.

After you have restarted your computer, double-click on the TAS BOOKS icon on your Windows desktop.
 
The Company Manager window appears.
 
You will need to activate TAS BOOKS v8 before you can start using the program.
 
Select File > Activation from the menubar.

The TAS BOOKS activation wizard appears.
 
In the User Options section, choose 'I want to use TAS BOOKS on more than one computer'.
 
In the Data Location section, choose 'My data is stored on a different computer'.
 
Click Next to continue.

Click Browse to select the location of your data on the primary client computer.
 
You must use a UNC path (one that looks like \\server\tas_data).  The first part of the path will be the name of your primary client computer that you noted earlier in Step 2.
 
Click Next to continue.

The primary client computer will also store the activation certificate so that your additional client computers can access your TAS BOOKS data. You should only change this setting if instructed to do so by TAS Software Support.
 
If you need to change this setting, click Edit to select the location of the activation certificate.
 
Click Next to continue.

The Activation Wizard will make some network checks to ensure it can reliably access the data on your primary client computer.
 
If the network tests are successful, click Next to continue.
 
If any of the network tests fail, you should check your network settings to make sure that you have full access to the location of your data.

The Activation Wizard will obtain your licence information from the primary client computer.
 
Choose 'Licence this computer automatically as a network client using the information found in the activation certificate'.
 
Click Next to continue.

The Activation Wizard will display the details of your TAS BOOKS licence.
 
If the activation is unsuccessful, check you have entered your activation code, serial number and company name correctly. If you still need help, contact TAS Support on 1890 946 881 for assistance.

  Click Finish to close the Activation Wizard.