Difference between revisions of "Moving BudgetLink to a new machine or folder"
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== Overview == | == 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. | |||
[[ | |||
BudgetLink | 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 == | |||
# 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 | ## Copy and paste BudgetLink folder in the same parent folder (providing you have enough space) to duplicate it | ||
A | ## 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. | |||
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
- Locate the existing 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.
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.