Upgrading BudgetLink
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Overview
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.
Upgrading BudgetLink
- Install the latest version of BudgetLink
- The start up wizard should begin;
- 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 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 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 Full Get Data and start using BudgetLink.