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

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== Overview ==
== Overview ==


This guide describes how to move ODBClink to a new Location (machine or folder).
If you have ODBClink on a Server which is decommissioned and wish to move it to a new one or its installed on a PC and you will need to use it from another then follow the instructions below to move ODBClink


== How to move ODBClink to a new machine or folder ==
The first step is to work out where ODBClink is installed. The default path is C:\ODBClink for a PC. If not sure you can locate the path by tracing the shortcut on your desktop.


[[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|ODBClink welcome dialogue]]
If its installed on a shared folder on your server and your new PC is located in the office then all you need to do is navigate to that folder from the new PC and run the ODBClink.exe from the new PC. The first time its run from that new location a setup wizard will start to capture setup instructions.  
[[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer ODBClink License dialogue]]
[[File:MoveBudgetLinkLicensingDialogue.png|300px|thumb|right|ODBClink License 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 will need to obtain a transfer key. Be aware that costs may apply to request your transfer key.
If located on your local PC then you need to move that copy to your new machine rather than install a new version of ODBClink. To move ODBClink, cut and paste the [[ODBClink Folder]] to the new location.  


You will need to perform three steps:
If you require ODBClink to be shared with an additional user then move the [[ODBClink Folder]] to a shared folder.
# Move the ODBClink folder to the new machine
# Request 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 ===
If you require access to ODBClink from multiple PC's not connected to the office then move the [[ODBClink Folder]] to a [[Syncronised Folder]]


Please follow these instructions to move the ODBClink folder to a new location.
Here are the steps to move ODBClink from one location to another


# Locate the [[ODBClink Folder]] to move;
== Procedure ==
# Copy and paste the folder to the new location;


=== Step 2: Request your Transfer Key ===
[[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|ODBClink welcome dialogue]]
 
[[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]]
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 '''Request Transfer Key''' button and send an email to Accounting Addons 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.
# 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.


# 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 [[Editing your data file connection]] for more information.
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.

Latest revision as of 20:19, 20 December 2020

Overview

If you have ODBClink on a Server which is decommissioned and wish to move it to a new one or its installed on a PC and you will need to use it from another then follow the instructions below to move ODBClink

The first step is to work out where ODBClink is installed. The default path is C:\ODBClink for a PC. If not sure you can locate the path by tracing the shortcut on your desktop.

If its installed on a shared folder on your server and your new PC is located in the office then all you need to do is navigate to that folder from the new PC and run the ODBClink.exe from the new PC. 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 ODBClink. To move ODBClink, cut and paste the ODBClink Folder to the new location.

If you require ODBClink to be shared with an additional user then move the ODBClink Folder to a shared folder.

If you require access to ODBClink from multiple PC's not connected to the office then move the ODBClink Folder to a Syncronised Folder

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

Procedure

ODBClink welcome 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.


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.