Difference between revisions of "Upgrading BudgetLink"
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# Start BudgetLink; | # Start BudgetLink; | ||
# | # From the Menu click '''Upgrade'''. | ||
# From | # If a new version is available you will be asked if you want to upgrade. Choose '''Yes'''; | ||
# BudgetLink will close and the Download BudgetLink Upgrade page will appear | |||
# From website, [[Downloading BudgetLink|download BudgetLink]]; | |||
# To start the WinZip self extractor, click '''Install_BudgetLink...exe''' and choose '''Run'''. It may be located at the bottom of your Browser; | # 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'''; | # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; |
Revision as of 00:20, 2 July 2020
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.
The upgrade process will install a new Version folder within the BudgetLink folder and then 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 need to configure BudgetLink for any new features.
To upgrade to the latest version follow the steps below.
Upgrading BudgetLink
- Start BudgetLink;
- From the Menu click Upgrade.
- If a new version is available you will be asked if you want to upgrade. Choose Yes;
- BudgetLink will close and the Download BudgetLink Upgrade page will appear
- From website, download BudgetLink;
- 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 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.
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.