Difference between revisions of "Moving BudgetLink to a new machine or folder"

From BudgetLink Wiki
Jump to navigation Jump to search
 
(74 intermediate revisions by 2 users not shown)
Line 1: Line 1:
== Overview ==
== Overview ==


This guide describes how to move BudgetLink to a new Location (machine or folder).
If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to locate the [[BudgetLink Folder]] of your current version


== How to move BudgetLink to a new machine or folder ==
If its installed on a shared folder on your file server then you dont need to do anything apart from get access to the folder and then navigate to it from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions.


BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location and a transfer key must be obtained.
If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location.  


You will need to perform three steps:
If you do require BudgetLink to be shared with an additional users then either move [[BudgetLink Folder]] to a shared folder on your file server or if you dont have a Server move it to DropBox or OneDrive or SharePoint.  
# Move the BudgetLink folder to the new machine
# Request a Transfer Key;
# Enter the Transfer Key into BudgetLink.


=== Step 1: Move the BudgetLink folder to the new location ===
If you dont have access the copy of BudgetLink on the old machine then you will need to install a new version of BudgetLink and set it up from scratch


Please follow these instructions to move the BudgetLink folder to a new location.
Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder


# Locate BudgetLink folder to move;
== Procedure ==
# Copy and paste the folder to the new location;


=== Step 2: Request your Transfer Key ===
# Locate the existing [[BudgetLink Folder|BudgetLink Folder]];
# Create a smaller copy of BudgetLink to move
## Copy and paste BudgetLink folder in the same parent folder (providing you have enough space) to duplicate it
## Within the '''BudgetLink Copy''' folder:
### Delete any old version folders withing the BudgetLink folder so just the latest one is kept ie v2021.9.1.1
### Navigate to the Workspaces and then each Workspace folder and delete the Backups folder and the Logs folder
# Cut and paste the '''BudgetLink Copy''' folder to the new location;
# Rename the '''BudgetLink Copy''' to '''BudgetLink'''
# [[Enable user access to BudgetLink folders]]
# Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]];
# A [[New User Setup Wizard]] will start.


[[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink Welcome dialogue]]
BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information.
[[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]]


Please follow these instructions to request your transfer key. Be aware that costs may apply.
== Related Topics ==
 
* [[System Requirements]]
# Start BudgetLink;
* [[Troubleshooting Transfer Problems]]
# Answer OK to all the standard prompts that display until you get the Transfer BudgetLink License;
* [[BudgetLink Folder]]
# On the BudgetLink Welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue''';
* [[How to transfer BudgetLink to another location (Folder / Computer)]]
# Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key;
* [[How to Share BudgetLink with Multiple Users]]
# Click '''Quit BudgetLink''' and wait for your transfer key before proceeding to the next step.
* [[How to share BudgetLink from Dropbox]]
 
Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you.
 
=== Step 3: Enter your transfer key ===
 
Once you receive your transfer key, follow these instructions to enter it into BudgetLink.
 
# Start BudgetLink;
# Answer OK to all the standard prompts that display until you get the Transfer BudgetLink License;
# Click the '''Enter Transfer Key''' button;
# On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key''';
# Copy and Paste your Transfer Key into the Registration Key field and click OK;
# Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue;
 
BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Editing your data file connection]] for more information.

Latest revision as of 20:05, 18 February 2024

Overview

If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to locate the BudgetLink Folder of your current version

If its installed on a shared folder on your file server then you dont need to do anything apart from get access to the folder and then navigate to it from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions.

If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the BudgetLink Folder to the new location.

If you do require BudgetLink to be shared with an additional users then either move BudgetLink Folder to a shared folder on your file server or if you dont have a Server move it to DropBox or OneDrive or SharePoint.

If you dont have access the copy of BudgetLink on the old machine then you will need to install a new version of BudgetLink and set it up from scratch

Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder

Procedure

  1. Locate the existing BudgetLink Folder;
  2. Create a smaller copy of BudgetLink to move
    1. Copy and paste BudgetLink folder in the same parent folder (providing you have enough space) to duplicate it
    2. Within the BudgetLink Copy folder:
      1. Delete any old version folders withing the BudgetLink folder so just the latest one is kept ie v2021.9.1.1
      2. Navigate to the Workspaces and then each Workspace folder and delete the Backups folder and the Logs folder
  3. Cut and paste the BudgetLink Copy folder to the new location;
  4. Rename the BudgetLink Copy to BudgetLink
  5. Enable user access to BudgetLink folders
  6. Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the BudgetLink Folder;
  7. A New User Setup Wizard will start.

BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See Changing how BudgetLink connects to your data file for more information.

Related Topics

Retrieved from "https://accountingaddons.com.au/wiki/budgetlink/index.php?title=Moving_BudgetLink_to_a_new_machine_or_folder&oldid=4896"