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

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== 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.


[[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]]
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.  
[[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]]
[[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]]


BudgetLink exists as a series of files and folders contained with a main folder. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive.
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
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
# Request a Transfer Key (only if moving to a new machine or hard drive);
# Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive).


=== Step 1: Move the BudgetLink folder to the new location ===
Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder


Please follow these instructions to move the BudgetLink folder to a new location.
== Procedure ==


# Locate the [[BudgetLink Folder]] to move;
# Locate the existing [[BudgetLink Folder|BudgetLink Folder]];
# Cut and paste the folder to the new location;
# Create a smaller copy of BudgetLink to move
# Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]];
## Copy and paste BudgetLink folder in the same parent folder (providing you have enough space) to duplicate it
A new user wizard will start
## 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
=== Step 2: Request your Transfer Key ===
### 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;
A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version.
# Rename the '''BudgetLink Copy''' to '''BudgetLink'''
 
# [[Enable user access to BudgetLink folders]]
Please follow these instructions to request your transfer key.
# 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.
# Start BudgetLink;
# Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue;
# On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue''';
# Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key;
# Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step.
 
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''' dialogue;
# 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  of the '''Registration''' dialogue 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 [[Changing how BudgetLink connects to your data file]] for more information.
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 ==
== Related Topics ==
 
* [[System Requirements]]
* [[Troubleshooting Transfer Problems]]
* [[Troubleshooting Transfer Problems]]
* [[BudgetLink Folder]]
* [[BudgetLink Folder]]
* [[How to transfer BudgetLink to another location (Folder / Computer)]]
* [[How to transfer BudgetLink to another location (Folder / Computer)]]
* [[How to Share BudgetLink with Multiple Users]]
* [[How to share BudgetLink from Dropbox]]

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

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