Migration of Tally to Azure for a learning based firm

With the increasing need of accessibility to its accounting environment, customer wanted to host Tally centrally in a consolidated form, where users sitting in different states and different location could access it while maintaining the highest level of security.  Having users in different states, it became a problem for them to manage Tally centrally for all the users sitting across nation. Also, there was no facility to enable users to work from home or any device.

With the increasing landscape of cyber-attacks, it was also a concern of customer to keep their account details in the most secure environment where they can take care of their finances without having to care about the security and management.

Noting down all the points as stated by customer, we advised Tally on Azure as the best possible solution that could cater to all the stated needs and concerns. We decided to host customer’s Tally on the Azure and enabled them to do their work safely.

Since there was no import or export of data from client device and cloud, keeping the centrally hosted environment isolated, customer found it the best fit for them.

Following multi-phase steps were undertaken to Migrate Tally to Azure efficiently.

Phase 1

• Understanding the current on-premises tally setup
• Finding out Tally data migration requirement
• Total number of concurrent Tally users
• Finding out the required configuration of Azure Virtual Machine
• Finding out the client and firewall requirements for VPN
• Deciding the remote access strategy

Phase 2

• Tally on cloud infrastructure design
• Determine license requirements
• Documenting the migration plan
• Testing and pilot planning
• Providing the cloud consumption estimate

Phase 3

• Activation of Azure Subscription, creation of admin account and sharing credentials with customer
• Azure network and firewall configuration as per the design
• Creation of virtual machine and Azure storage
• Installation of Tally application on Azure Virtual Machine
• Creating site to site and point to site VPN tunnels
• Configuring remote desktop services
• Configuration of Backup
• Configuration Automation to start/stop VM during off hours

Phase 4

• Pilot data migration via Azure blob storage
• Provide Testing Environment
• Executing test cases and pilot

Phase 5

• Finalise Tally data and communicate users
• Migrate the finalised data to cloud server
• Training and Transfer of Knowledge to the users

Customer’s Tally environment was successfully migrated to Azure, giving them the ability to work on accounting from anywhere at any given time with the device of their choice. All of this was attained keeping economy of solution in check.