Enabling Server-Client ODBC Connections in Tally

Introduction

Tally is a powerful accounting software widely used for managing business financials. One of its features is the ability to connect to databases via ODBC (Open Database Connectivity), allowing seamless data integration and analysis. This guide will help you enable server-client ODBC connections in different Tally versions: Tally. ERP 9 Gold, Tally Prime, Tally Prime Server, and Tally Developer.

Prerequisites

Before enabling ODBC connections, ensure you have the following:

• A valid Tally license.

• Administrative access to the server and client machines.

• Tally installed on both the server and client machines.

• Basic understanding of network configurations and database management.

Enabling ODBC in Tally. ERP 9 Gold

1. Start Tally. ERP 9 Gold:

   1. Launch Tally. ERP 9 on the server machine.

2. Activate ODBC Server:

   1. Navigate to Gateway of Tally.

   2. Go to F12: Configure > Advanced Configuration.

   3. Enable ODBC Server by setting it to Yes.

   4. Note the port number (default is 9000) and ensure it is open in your firewall settings.

3. Configure Client Machine:

   1. Install the ODBC driver on the client machine.

   2. Configure the ODBC Data Source Administrator:

   3. Go to Control Panel > Administrative Tools > ODBC Data Sources.

   4. Add a new data source and select Tally ODBC Driver.

   5. Enter the server's IP address and port number.

4. Testing the Connection:

   1. Use a database client tool like Excel, Power BI, or any SQL client to test the connection.

   2. Query the Tally database to ensure data is accessible.

Enabling ODBC in Tally Prime

1. Start Tally Prime:

   1. Launch Tally Prime on the server machine.

2. Activate ODBC Server:

   1. Navigate to Gateway of Tally.

   2. Select F1: Help > Tally Prime ODBC Server.

   3. Enable the ODBC server option and note the port number.

3. Configure Client Machine:

   1. Follow the same steps as in Tally. ERP 9 Gold to configure the ODBC Data Source on the client machine.

4. Testing the Connection:

   1. Use a database client tool to connect and query the Tally Prime database.

Enabling ODBC in Tally Prime Server

1. Start Tally Prime Server:

   1. Launch Tally Prime Server on the server machine.

2. Activate ODBC Server:

   1. Access the Tally Prime Server administration tool.

   2. Enable the ODBC service and specify the port number.

3. Configure Client Machine:

   1. Configure the ODBC Data Source on the client machine as detailed in the previous sections.

4. Testing the Connection:

   1. Test the connection using a database client tool.

Enabling ODBC in Tally Developer

1. Start Tally Developer:

   1. Launch Tally Developer on your machine.

2. Activate ODBC Server:

   1. In the Tally Developer environment, navigate to Tools > Options.

   2. Enable the ODBC server option and note the port number.

3. Configure Client Machine:

   1. Configure the ODBC Data Source on the client machine as detailed in the previous sections.

4. Testing the Connection:

   1. Use a database client tool to connect and query the Tally Developer database.

Troubleshooting Tips

• Ensure the Tally software is up to date with the latest patches and updates.

• Verify that the ODBC driver is correctly installed on the client machine.

• Check network connectivity between the server and client machines.

• Ensure the firewall settings allow communication through the specified port.

• Review Tally logs for any errors or warnings related to ODBC connections.