Difference between revisions of "How to move ExcelReportLink to another location (Folder/Computer)"

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== Overview ==
== Overview ==


This guide describes how to move ExcelReportLink to a new Location (machine or folder).
If you have a new machine (PC) or wish to hand over reporting operations to another person, the first step is to work out where ExcelReportLink is installed. You can do this by tracing the path of the shortcut on your desktop.  


== How to move ExcelReportLink to a new machine or folder ==
If its installed on a shared folder on your server then navigate to that folder from the new PC and run the ExcelReportLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions.


[[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]]
If located on your local PC rather than install a new version, move that installation by cutting and pasting the solution folder to the new location.
[[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]]
[[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]]


ExcelReportLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move ExcelReportLink to a new location, the main folder must be copied in full to the new location. If moving ExcelReportLink to a new machine or hard drive.
That new location can either be a folder on a New PC or a folder on a network share or drop box


# Move the ExcelReportLink folder to the new machine
Here are the steps to move it
# Request a Transfer Key (only if moving to a new machine or hard drive);
# Enter the Transfer Key into ExcelReportLink (only if moving to a new machine or hard drive).


=== Step 1: Move the ExcelReportLink folder to the new location ===
== How to move ExcelReportLink to a new machine or folder ==


Please follow these instructions to move the ExcelReportLink folder to a new location.
[[File:MoveExcelReportLinkWelcomeWindow.png|300px|thumb|right|ExcelReportLink welcome dialogue]]
[[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer ExcelReportLink License dialogue]]
[[File:MoveExcelReportLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]]


# Locate the [[ExcelReportLink Folder]] to move;
# Locate the [[ExcelReportLink Folder]] to move;
# Copy and paste the folder to the new location;
# Copy and paste the folder to the new location;
 
# Enable user access to ExcelReportLink folders;
=== Step 2: Request your Transfer Key ===
# Start ExcelReportLink by clicking the ExcelReportLink.exe file in the [[ExcelReportLink Folder]];
 
Please follow these instructions to request your transfer key.
 
A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below.
 
# Start ExcelReportLink;
# Answer OK to all the standard prompts that display until you get the ExcelReportLink welcome dialogue;
# On the ExcelReportLink 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 ExcelReportLink 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 ExcelReportLink.
 
# Start ExcelReportLink;
# Answer OK to all the standard prompts that display until you get the '''Transfer ExcelReportLink License''' dialogue;
# Click the '''Enter Transfer Key''' button;
# On the ''' ExcelReportLink 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 ''' ExcelReportLink Licensing''' dialogue;


ExcelReportLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how ExcelReportLink connects to your data file]] for more information.
ExcelReportLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how ExcelReportLink connects to your data file]] for more information.
== Related Topics ==
* [[Troubleshooting Transfer Problems]]
* [[How to move ExcelReportLink to another location (Folder / Computer)]]

Latest revision as of 22:34, 30 January 2019

Overview

If you have a new machine (PC) or wish to hand over reporting operations to another person, the first step is to work out where ExcelReportLink is installed. You can do this by tracing the path of the shortcut on your desktop.

If its installed on a shared folder on your server then navigate to that folder from the new PC and run the ExcelReportLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions.

If located on your local PC rather than install a new version, move that installation by cutting and pasting the solution folder to the new location.

That new location can either be a folder on a New PC or a folder on a network share or drop box

Here are the steps to move it

How to move ExcelReportLink to a new machine or folder

File:MoveExcelReportLinkWelcomeWindow.png
ExcelReportLink welcome dialogue
File:TransferLicenseDialogue.png
Transfer ExcelReportLink License dialogue
File:MoveExcelReportLinkRegistrationKeyDialogue.png
Registration key dialogue
  1. Locate the ExcelReportLink Folder to move;
  2. Copy and paste the folder to the new location;
  3. Enable user access to ExcelReportLink folders;
  4. Start ExcelReportLink by clicking the ExcelReportLink.exe file in the ExcelReportLink Folder;

ExcelReportLink should now be useable on the new machine. Be mindful you may need to update your data connection. See Changing how ExcelReportLink connects to your data file for more information.

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