Moving DirectDebitsLink to a new machine or folder

Overview

This guide describes how to move DirectDebitsLink to a new Location (machine or folder).

From a Technical perspective the DirectDebitsLink solution is a collection of Excel Workbooks with Macros. The actual application is Microsoft Excel

So when moving to a new location its similar to moving a folder of workbooks. So long as you have Excel installed there is not software to install

All you need to do is move the folder of files.

Once moved you need to make sure that all users have full read right access to the DirectDebitsLink folder and the C:\temp folder

Upon starting for the first time there is a one time setup wizard that will create short customers and create trusted locations so that it will run

Once moved and tested in the new location if no longer required on the old location you can delete that copy

Overview

File:MoveDirectDebitsLinkWelcomeWindow.png

DirectDebitsLink welcome dialogue

File:TransferLicenseDialogue.png

Transfer DirectDebitsLink License dialogue

File:MoveDirectDebitsLinkRegistrationKeyDialogue.png

Registration key dialogue

DirectDebitsLink exists as a series of files and folders contained with a main folder. In order to move DirectDebitsLink to a new location, the DirectDebitsLink Folder must be copied and pasted to the new location.

Procedure

Please follow these instructions to move the DirectDebitsLink folder to a new location.

1. Locate the DirectDebitsLink Folder to move;
2. Copy and paste the folder to the new location;
3. Grant the user folder permissions
4. Setup DirectDebitsLink on the new PC
5. Delete the DirectDebitsLink Folder in the old location

Related Topics

• Troubleshooting Transfer Problems