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When you access your business data on the move through a virtual computer, you will certainly want to manage the associated account and computer. Once you purchase a Virtual Computer Connection plan, you are assigned with an account for the virtual machine (also referred to as virtual office) that connects one or more virtual computers depending on the plan. You can manage your virtual machine, including the virtual computers, users associated with your account, data backup, and so on, through the Computer & User Management portal.
Connect to virtual computer – You can access your virtual computer in two ways: by using the Virtual Computer Connection client installed on your system and through the web browser from the Self Service portal.
Start/restart virtual computer – As your business working hour starts, you will need your computer to be available to you. Once you login to the portal, you can start your virtual computer when you need to use it, and shut down the computer when you stop working.
Manage users – When you have multiple users accessing your business data through different virtual computers, you can manage their accounts, as needed. Using the portal, you can add users as Standard User or Administrator, edit their details, or delete users.
Standard user – Start or restart your computer from the portal, as per your convenience. You can view all the downloads for your virtual computer and download a backup of the same to your local computer.
Administrator or owner – In addition to the privileges applicable for a standard user, as an administrator or an owner, you will be able to shut down the computer; take backup manually; add, edit, or remove users from your account; and even update TallyPrime to any available release with a valid TSS. In addition, you can download the backup data of the entire virtual machine.
Manage data backup – Your virtual computer is set to take automatic backup each day, on the first login. The backed up data remains secure at a virtual storage location supported by AWS. As an administrator or an owner, you can also take back up all the data from your virtual computer when you need. You can download the backed up data directly to your local computer or delete the same when not needed.
Access to Control Centre – From the Computer & User Management portal, you can open Control Centre to manage your Tally.NET account, create Tally.NET users, manage your TallyPrime license, and so on. Refer to the Control Centre topic for more information.
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View Virtual Machine Details | Login to the Portal
The Computer & User Management portal allows you to access a virtual machine (also referred to as virtual office) that connects to one or more virtual computers based on the plan. The virtual machine displays details of your account, including the account name, plan, user role, and status of the machine. To view the details of your virtual machine and associated user accounts, you will need to login to the Computer & User Management portal. The login credentials, including the Secure PIN, are shared with you via e-mail that you have registered while purchasing the Virtual Computer Connection plan.
Open the login screen of the portal.
Enter your Tally.NET ID, Password, and Secure PIN to login. If you are logging in for the first time to the portal, you will be prompted to set up a new Secure PIN.
From the Login screen, you can also reset your Tally.NET Password and Secure PIN.
It is highly recommended that you use the latest versions of web browsers for the best experience.
Below are the latest versions of browsers that are compatible with the Self Service Portal:
Operating SystemBrowserWindows 7 SP1 or aboveChromeMac 10.12 or aboveChrome and SafariLinuxChrome (in testing)
Note: Last tested version - Chrome 96
Reset Tally.NET Password
In the Login screen, click Reset Password. This opens the Control Centre.
Reset your Tally.NET Password from Control Centre. Refer to the Control Centre topic, for more information.
You can use the new Tally.NET Password next time to login to the client or portal.
Reset Secure PIN
In the Login screen, click Reset Secure PIN. The following screen appears:
Provide your Tally.NET ID and Tally.NET Password, and click Reset Secure PIN. A one-time PIN will be sent to your registered e-mail ID.
Click Go to Login > enter the Tally.NET ID, Password and the one-time Secure PIN. The Change Secure PIN window appears.
Provide New Secure PIN and Confirm Secure PIN > click Change PIN. The Change Secure PIN message box appears. You can use the new Secure PIN next time you login to the client.
You can click Go to List of Computers to open the homepage of the Computer & User Management portal.
Manage Your Computer
As your business hour gets over, you would generally ensure that you save your data properly and switch off your computer. This not only keeps the data untouched in the non-working hours, but also saves energy. Therefore, managing your virtual computer is important.
You start and connect to virtual computer when you need to work, restart the computer from time to time for regular updates, and shutdown when you are not at work. In addition, you can manage multiple user accounts by adding, editing, or deleting users from your account.
Attempting to log in with a new one-time temporary PIN after 72 hours displays the following error message.
You will have to reset the PIN again in order to log in.
Manage User Sessions | Start/Restart/Shut down computers
On the Computer & User Management portal, under Action against the account name, click the ellipse sign (…), and select Start/Restart/Shutdown. Depending on the action you select, on successful execution, the Status of the virtual machine gets updated.
Note: Every time you start/restart your virtual computer, it is reset to the original setup without impacting your data.
You can shut down your computer when you need to. If you are on a 12-hour plan, there is also a scheduled shutdown of the virtual computers. You will get a notification 15 minutes prior to the scheduled time.
The following is the shutdown schedule for the virtual computers:
Shutdown time – 12:30 AM | Notification time – 12:15 AM
Shutdown time – 3:00 AM | Notification time – 2:45 AM
Shutdown time – 9:00 PM | Notification time – 8:45 PM
Once the virtual computer is shutdown, you can start the computer and continue with your work.
Manage Users of Your Virtual Machine
If you have multiple users working on the same company data, you can add or remove users as needed. You can keep a user active or inactive depending on your work requirements. Let’s say, your plan allows you to have a maximum of four users working on four different computers at the same time. You can add six users to your virtual machine account, and keep any four of them active at a given point to access the virtual computers.
Add & Edit Users
On the Computer & User Management portal, under Action against the account name, click the ellipse sign (…), and select Manage Users. The Manage Users screen appears.
Click Add User. The Add User window appears.
Enter the following details:
Tally.NET ID/E-mail ID – By default, it lists all the Tally.NET ID linked to your account ID. Select an existing Tally.NET ID or enter a valid e-mail ID of a user. If the e-mail ID is not already registered as Tally.NET ID, on adding the user, the e-mail ID is automatically registered as a Tally.NET ID.
User Role – You can add a user as a Standard User or Administrator.
User Status – Set the user as Active or Inactive, depending on the need. You can edit the status anytime you want to.
Click Add User.
On adding a user, a computer is automatically assigned based on the user details you have provided and an e-mail with the login credentials, including the Secure PIN, are sent to the user.
You can edit the details of an exiting user anytime you need.
On the Manage Users screen, click the ellipse sign (…) under Action, and select Edit.
Change the details as needed, and then click Save. Note: You can choose to assign the same computer to a different user by providing the Tally.NET ID or e-mail ID of a different user.
Delete Users
On the Computer & User Management portal, under Action against the account name, click the ellipse sign (…), and select Manage Users. The Manage Users screen appears with the list of existing users.
Click the ellipse sign (…) under Action adjacent to an existing user, and select Delete. The Delete User screen appears.
Confirm the details displayed on the screen, and then click Delete.
The details of the user along with the user data gets permanently deleted from the Virtual Computer Connection.
Update to TallyPrime Releases
If you are an administrator or owner, and you have a valid TSS, you can update TallyPrime to any of the available releases on the virtual computer.
On the Computer & User Management portal, under Action against the account name, click the ellipse sign (…), and select Update TallyPrime. In the current release of Virtual Computer Connection, your virtual computer will be on the latest release of TallyPrime and TallyPrime Server (Release 2.0). Once releases later than 2.0 are available, you can select the respective release to update.
From the Update to TallyPrime release drop-down list, select a TallyPrime release that you want to update to.
Click Update. A message appears prompting you to confirm the update. On confirmation, the TallyPrime application on your virtual computer gets updated to the selected release.
Manage Data Backup
Every day, when you start your virtual computer the first time, the entire data of the virtual computer is automatically backed up. This ensure that your data is latest, secure, and reliable. You can also download the backed up user data anytime to your local computer.
If you are an administrator or owner, you can also manually backup the data of the virtual machine as and when you need. All the backed up data is stored at a backup storage location provided to you by AWS, based on your plan. With administrator or owner privileges, you can download the backed up data for the entire virtual machine to your local computer.
View Details of Data Backup
On the Computer & User Management portal, under Action against the account name, click the ellipse sign (…), and select Manage Backup. The Manage Backup screen displays the following details:
Plan-related details, such as total space allocated for storage and the available backup space
List of all the backup – both automated and manual
Timestamp – data and time when the backup was taken
Size of the backup file
Click the cross mark (X) on the top-right corner to close the Manage Backup window.
Back up computer data
The backup of your virtual computer includes data of the entire computer that includes all files and applications available under the folders My_Applications, My_Files, and Shared_Folder. Backup can be automatic or manual.
Automatic Backup
An automated backup of the data of the virtual machine takes place on starting the virtual computer. This is applicable for all user roles – Owner, Standard User, and Administrator.
Manual Backup
If you are an administrator or owner of the virtual machine, you can take backup of the data, as an when you need.
On the Computer & User Management portal, under Action against the account name, click the ellipse sign (…), select Manage Backup. The Manage Backup screen opens.
Click Backup Now.
On the Take Backup screen, click Backup. A backup of the entire data of your virtual computer is saved at a storage location associated with AWS.
You can see a list of both automatic and manual backup in the Manage Backup screen. All the backed up data is stored on a dedicated AWS storage location. Based on your plan, when the allocated storage space if full, the oldest backed up data is removed automatically to ensure availability of space for the next backup.
Download backed up data to local computer
You may need to refer to the backed up data on your local computer, without having to login to the virtual computer every time. In such cases, you can download the backed up data to the local computer.
On the Computer & User Management portal, under Action against the account name, click the ellipse sign (…), select Manage Backup. The Manage Backup screen appears.
For a Backup Type, under Action, click the ellipse sign (…) and select Download Backup. The backup files for each set of data are available in zip format and are password protected. You can click the asterisks (*****) under the Password column to view the password.
Under Action, click the icon next to the zip file that you want to download. The zip file gets downloaded to your local computer. The downloaded files remains password-protected to ensure additional security of the data on the local computer.
Delete backed up data
On the Computer & User Management portal, under Action against the account name, click the ellipse sign (…), select Manage Backup. The Manage Backup screen appears.
For a Backup Type, under Action, click the ellipse sign (…) and select Delete Backup.
On the Deleted Backup screen, click Delete to confirm. The backup file will be permanently deleted.
Manage Accounts and Users
The Computer & User Management portal provides quick access to the Control Centre for managing your Tally.NET account. In addition, you can change the Secure PIN for the Virtual Computer Connection client from the portal.
Open Control Centre | Tally.NET Account
On the homepage, under Manage Account and Users, click Tally.NET Account. It opens Control Centre where you can manage your Tally.NET Account and other activities related to the account.
Change Secure PIN
On the homepage, under Manage Account and Users, click Change Secure PIN. The Change Secure PIN screen appears.
Enter the Current Secure PIN, New Secure PIN, and Confirm New Secure PIN.
Click Change Secure PIN. The Secure PIN of your account gets changed.
You can use the new Secure PIN while logging in to the Computer & User Management portal.
Update Virtual Computer Connection client to the latest version
When a new update of the client is available, a red dot appears next to the down arrow against the Download Client option. You can upgrade the client to the latest version, if needed.
Click the Download Client. The latest installer for the Virtual Computer Connection is downloaded to your local computer.
Browse to the folder where the installer is downloaded, and double-click the Setup.exe file to update. The client, including the virtual computer, is updated to the latest version on successful completion of the process. Note: There is no impact on your data due to the update.
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