Difference between revisions of "Upgrading BudgetLink"

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[[Category:Getting Started Guide]]
[[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]]  
[[Category:How To Guides]]
[[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]]
[[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]]
[[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]]
[[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]]
[[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]]
[[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]]  


== Overview ==
== Overview ==
This article assists '''existing users''' upgrading BudgetLink to the latest version.
If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead.


To ease the pain of upgrades, BudgetLink's upgrade process will seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may also need to configure BudgetLink for any new features.
To ease the pain of upgrades, BudgetLink's upgrade process will seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may also need to configure BudgetLink for any new features.


We suggest upgrading Budgetlink at least once a year or as required to remain compatible. To do so please follow the instructions below.
To upgrade to the latest version follow the steps below.


== Upgrading BudgetLink ==  
== Upgrading BudgetLink ==


[[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]]
# Start BudgetLink;
[[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]]
# Click '''Upgrade''' on the menu to see if a new version of ExcerlReportLink is available;
[[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]]
# From the website, [[Downloading BudgetLink|download BudgetLink]];
[[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]]
# To start the WinZip self extractor, click '''Install_BudgetLink...exe''' and choose '''Run'''. It may be located at the bottom of your Browser;
# On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip''';
# Click '''OK''' once the unzip is successful;
# On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next''';
# Tick the '''Upgrade Installation''' checkbox and then click '''Next''';
# Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next''';
# If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]];
# '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next''';
# '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install''';
# Once the installation is complete click '''Start'''.


# [[Installing BudgetLink|Install]] the latest version of BudgetLink
=== Notes ===
# The start up wizard should begin;
* Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available.
# On the BudgetLink welcome dialogue, read the '''User License Agreement''';
# Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms;
# Click on the '''Upgrade''' button;
# On the '''Detected Installations''' screen, select your old installation of BudgetLink;
# If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe;
# If you have multiple installations of BudgetLink listed, ensure you select the [[BudgetLink Folder]] of the current one you use;
# Once the correct installation is selected in the list, click '''OK''';
# BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok''';
# BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok''';
# Wait for the upgrade progress dialogue to complete, then click '''Close''';
# When the Get Data Options dialogue appears, click on the '''Options''' button;
# Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance);
# Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it;
# Perform a [[Get Data|Full Get Data]] and start using BudgetLink.


* The upgrade process only needs to be done by a single user if installed in a shared location that others can access.


<br clear=all />
== Related Links ==
* [[Getting Started Guide]]
* [[Downloading BudgetLink]]
* [http://accountingaddons.com.au/services/consulting-and-support/ Support]


== Related Topics ==
[[Category:Getting Started Guide]]
* [[Downloading BudgetLink]]  
[[Category:How To Guides]]
* [[Installing BudgetLink]]

Revision as of 23:55, 5 May 2019

Unzip BudgetLink
Accept the EULA
Choose Upgrade
Confirm the old version installation
Confirm reports to upgrade
Confirm data warehouses to upgrade
Start BudgetLink

Overview

This article assists existing users upgrading BudgetLink to the latest version.

If you are a new user and wish to install BudgetLink, see Installing BudgetLink instead.

To ease the pain of upgrades, BudgetLink's upgrade process will seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may also need to configure BudgetLink for any new features.

To upgrade to the latest version follow the steps below.

Upgrading BudgetLink

  1. Start BudgetLink;
  2. Click Upgrade on the menu to see if a new version of ExcerlReportLink is available;
  3. From the website, download BudgetLink;
  4. To start the WinZip self extractor, click Install_BudgetLink...exe and choose Run. It may be located at the bottom of your Browser;
  5. On the Winzip Self Extractor - Install_BudgetLink...exe form, click Unzip;
  6. Click OK once the unzip is successful;
  7. On the Welcome to BudgetLink... window, read the User License Agreement and tick the checkbox if you accept them, then click Next;
  8. Tick the Upgrade Installation checkbox and then click Next;
  9. Confirm that you are upgrading the correct version and if not click Select to choose the old version of BudgetLink and then click Next;
  10. If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the workspace;
  11. Tick or untick the reports to confirm which ones to upgrade, then click Next;
  12. Tick or untick the data warehouses to confirm which ones to upgrade, then click Install;
  13. Once the installation is complete click Start.

Notes

  • Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available.
  • The upgrade process only needs to be done by a single user if installed in a shared location that others can access.

Related Links

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