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

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Here are the steps to move ODBClink from one location to another
Here are the steps to move ODBClink from one location to another


== How to move ODBClink to a new machine or folder ==
== Procedure ==


[[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|ODBClink welcome dialogue]]
[[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|ODBClink welcome dialogue]]
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[[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]]
[[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]]


ODBClink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move ODBClink to a new location, the main folder must be copied in full to the new location. If moving ODBClink to a new machine or hard drive, you may need to obtain a transfer key depending on the version you have
# Locate the existing [[ODBClink Folder]];
# Cut (or Copy) and paste it to the new location;
# [[Enable user access to ODBClink folders]]
# Start ODBClink in the new location by double clicking the BudgetLink.exe file within the [[ODBClink Folder]];
A [[New User Setup Wizard]] will start.


You will need to perform three steps:
If using an older version a [[Transfer Key]] may be required.
# Move the ODBClink folder to the new machine
# Buy a Transfer Key (only if moving to a new machine or hard drive);
# Enter the Transfer Key into ODBClink (only if moving to a new machine or hard drive).


=== Step 1: Move the ODBClink folder to the new location ===
ODBClink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information.
 
Please follow these instructions to move the ODBClink folder to a new location.
 
# Locate the [[ODBClink Folder]] to move;
# Copy and paste the folder to the new location;
 
=== Step 2: Request your Transfer Key ===
 
A Transfer Key is required if you are using [[ODBClink v2015.12.2.159]] and below. To get around the transfer key you can '''[http://accountingaddons.com.au/ODBClink/upgrade/ upgrade]''' to a latest version.
 
Please follow these instructions to request your transfer key.
 
# Start ODBClink;
# Answer OK to all the standard prompts that display until you get the ODBClink welcome dialogue;
# On the ODBClink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue''';
# Click the '''Buy Transfer Key''' button to obtain your transfer key;
# Click '''Continue'''. You can still use ODBClink while you wait for your transfer key. Once you receive your transfer 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 ODBClink.
 
# Start ODBClink;
# Answer OK to all the standard prompts that display until you get the '''Transfer ODBClink License''' dialogue;
# Click the '''Enter Transfer Key''' button;
# On the '''ODBClink 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 '''ODBClink Licensing''' dialogue;
 
ODBClink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how ODBClink connects to your data file]] for more information.

Revision as of 01:28, 28 September 2018

Overview

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

If you have a new machine (PC) or wish to hand over ODBClink operations to another person, the first step is to work out where ODBClink 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 ODBClink.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 then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the ODBClink Folder to the location.

If you do require ODBClink to be shared with an additional user then move ODBClink Folder to a folder which can be shared and then provide access to that folder.

Here are the steps to move ODBClink from one location to another

Procedure

ODBClink welcome dialogue
Transfer ODBClink License dialogue
Registration key dialogue
  1. Locate the existing ODBClink Folder;
  2. Cut (or Copy) and paste it to the new location;
  3. Enable user access to ODBClink folders
  4. Start ODBClink in the new location by double clicking the BudgetLink.exe file within the ODBClink Folder;

A New User Setup Wizard will start.

If using an older version a Transfer Key may be required.

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

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