Difference between revisions of "Moving DirectDebitsLink to a new machine or folder"

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


[[File:MoveDirectDebitsLinkWelcomeWindow.png|300px|thumb|right|DirectDebitsLink welcome dialogue]]
[[File:MoveDirectDebitsLinkWelcomeWindow.png|300px|thumb|right|DirectDebitsLink welcome dialogue]]
[[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer DirectDebitsLink License dialogue]]
[[File:MoveDirectDebitsLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]]


DirectDebitsLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move DirectDebitsLink to a new location, the main folder must be copied in full to the new location. If moving DirectDebitsLink to a new machine or hard drive, you will need to obtain a transfer key. Be aware that costs may apply to request your transfer key.
This guide describes how to move DirectDebitsLink to a new Location (machine or folder).  


You will need to perform three steps:
From a Technical perspective the DirectDebitsLink solution is a collection of Excel Workbooks with Macros and databases. The actual application is Microsoft Excel
# Move the DirectDebitsLink folder to the new machine
# Request a Transfer Key (only if moving to a new machine or hard drive);
# Enter the Transfer Key into DirectDebitsLink (only if moving to a new machine or hard drive).


=== Step 1: Move the DirectDebitsLink folder to the new location ===
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


Please follow these instructions to move the DirectDebitsLink folder to a new location.
All you need to do is move the [[DirectDebitsLink Folder]] and its contents to the new location.


# Locate the [[DirectDebitsLink Folder]] to move;
Once moved you need to make sure that all users have full read right access to the DirectDebitsLink folder and the C:\temp folder
# Copy and paste the folder to the new location;


=== Step 2: Request your Transfer Key ===
Upon starting for the first time there is a one time new user setup wizard that will create short customers and create trusted locations so that it will run


A '''Transfer Key is required''' if you are using [[DirectDebitsLink v2015.12.2.159]] and below.
Once moved and tested in the new location if no longer required on the old location you can delete that copy


Please follow these instructions to request your transfer key.
== Procedure ==


# Start DirectDebitsLink;
Please follow these instructions to move the DirectDebitsLink folder to a new location.
# Answer OK to all the standard prompts that display until you get the DirectDebitsLink welcome dialogue;
# On the DirectDebitsLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue''';
# Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key;
# Click '''Continue'''. You can continue using DirectDebitsLink while you wait for your transfer key. Once you receive the key, proceed to the next step.
 
Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you.
 
=== Step 3: Enter your transfer key ===
 
Once you receive your transfer key, follow these instructions to enter it into DirectDebitsLink.
 
# Start DirectDebitsLink;
# Answer OK to all the standard prompts that display until you get the '''Transfer DirectDebitsLink License''' dialogue;
# Click the '''Enter Transfer Key''' button;
# On the '''DirectDebitsLink Licensing''' dialogue, click '''Enter Registration Key''';
# Copy and Paste your Transfer Key into the '''Registration Key''' field  of the '''Registration''' dialogue and click OK;
# Click on the '''Continue''' button of the '''DirectDebitsLink Licensing''' dialogue;
 
DirectDebitsLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how DirectDebitsLink connects to your data file]] for more information.


# Locate the [[DirectDebitsLink Folder]] to move;
# Copy and paste the folder to the new location;
# Grant the user full read write access to the new [[DirectDebitsLink Folder]] and the C:\Temp folder and there subfolders
# Start DirectDebitsLink for the first time by double clicking the DirectDebitLink.exe file in the new [[DirectDebitsLink Folder]]
# Upon starting, run through the one time setup wizard to create shortcuts and create trusted locations.
# Once tested in the new location you can remove the old [[DirectDebitsLink Folder]] if no longer required


== Related Topics ==
== Related Topics ==


* [[Troubleshooting Transfer Problems]]
* [[Troubleshooting Transfer Problems]]
* [[How to transfer DirectDebitsLink to another location (Folder / Computer)]]
* [[How to Share DirectDebitsLink on Network]]

Latest revision as of 21:37, 6 April 2017

Overview

File:MoveDirectDebitsLinkWelcomeWindow.png
DirectDebitsLink welcome dialogue

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 and databases. 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 DirectDebitsLink Folder and its contents to the new location.

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 new user 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

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 full read write access to the new DirectDebitsLink Folder and the C:\Temp folder and there subfolders
  4. Start DirectDebitsLink for the first time by double clicking the DirectDebitLink.exe file in the new DirectDebitsLink Folder
  5. Upon starting, run through the one time setup wizard to create shortcuts and create trusted locations.
  6. Once tested in the new location you can remove the old DirectDebitsLink Folder if no longer required

Related Topics

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