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Getting Started with TallyPrime on AWS

Welcome to TallyPrime Powered by AWS. This topic will help you quickly set up and start using TallyPrime on AWS in just a few simple steps.

Whether you’re a new or existing user, follow the steps below to access your cloud environment, perform key setup actions, and confidently begin using TallyPrime on AWS.

Step 1: Check Your Provisioning E-mail

Once your virtual environment is ready, you’ll receive a Provisioning E-mail from TallyPrime.

The e-mail contains:

• Subscription Plan Details

• Tally.NET credentials and Secure PIN

• Self Service Portal (SSP) Link

• Client Application Download Link

Choose How to Access TallyPrime

You can log in to TallyPrime on AWS in two ways to access your Virtual Office:

• Via Web Browser: Access instantly from any system’s browser.

• Via Client App: Install the client for a desktop-like experience.

Choose whichever option works best for you.

Step 2: Access TallyPrime

You can access your Virtual Office (TallyPrime on AWS) in two ways:

Option 1: Access via Browser

Easily access TallyPrime from any web browser. While you can use any browser, we recommend using Chrome for the best experience.

1. Open the Self Service Portal link from your e-mail.

2. Enter your credentials.

3. Begin working in the cloud environment.

Login to the Portal (SSP)

a. For New Users

• Click the Self Service Portal link.

• Log in using your Tally.NET credentials and Secure PIN.

• Set a Secure PIN when prompted.

b. For Existing Users

• Use your existing Username and PIN.
  If you forget your PIN or password, simply select the Forgot PIN/Password option on the login screen to start the reset process.

Option 2: Access via Client Application

For an app-like experience, install the TallyPrime Cloud Client.

1. Download the client setup from the link provided in the e-mail.

2. Install the application on your system.

3. Launch the app and log in using your credentials.

Step 3: Perform Key Setup Actions

Once you log in successfully, follow these essential steps to get started with TallyPrime.

Add or Edit Users

The Add User step is not applicable if you are using the Personal plan.

1. Click Actions (…) > Settings > Manage Users in SSP.

2. Add users, assign roles, and grant access permissions.

Update TallyPrime

New VMs are provisioned with the latest TallyPrime release by default. However, you may need to update to a specific release based on your requirements.

1. Click Actions (…) > Settings > Update TallyPrime

2. Select the required release from the dropdown menu.

3. Click Update to apply the changes.

Upload Data to VM

• Use File Transfer from the browser or client.

• Upload your existing Tally data files (e.g., .900, .tsf, .xml).

Reactivate TallyPrime License

1. Open TallyPrime inside the VM.

2. Go to F1 (Help) > Licensing > Reactivate License.

3. Enter your existing Tally.NET ID and Password.

Access Your Company Data

• Start TallyPrime.

• Load your company from the uploaded data.

Backup and Restore

• Take backups regularly from inside TallyPrime.

• You can download and restore as needed.

Schedule VM Shutdown

• Set a VM Auto-Shutdown Time from the portal. This helps reduce unused cloud costs.

Now that you’re all set up, enjoy the flexibility, reliability, and accessibility of managing your TallyPrime on the cloud.