Difference between revisions of "Upgrading ODBClink"

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[[File:InstallODBClink.png|300px|thumb|right|Unzip ODBClink]]
[[File:InstallODBClinkWelcome.png |300px|thumb|right|Accept the EULA]]
[[File:InstallODBClinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]]
[[File:InstallODBClinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]]
[[File:InstallODBClinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]]
[[File:InstallODBClinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]]
[[File:InstallODBClinkUpgradeFinal.png |300px|thumb|right|Start ODBClink]]
== Overview ==
== Overview ==
This article assists '''existing users''' upgrading ODBClink to the latest version.
If you are a '''new user''' and wish to install ODBClink, see [[Installing ODBClink]] instead.


To ease the pain of upgrades, ODBClink's upgrade process will seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may also need to configure ODBClink for any new features.
To ease the pain of upgrades, ODBClink's upgrade process will seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may also need to configure ODBClink for any new features.


We recommend upgrading ODBClink at least once a year. To do so, follow the instructions below.
To upgrade to the latest version follow the steps below.


== Upgrading ODBClink ==  
== Upgrading ODBClink ==


[[File:WelcomeToODBClink.png|300px|thumb|right|Welcome dialogue]]
# Start ODBClink;
[[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]]
# Click '''Upgrade''' on the menu to see if a new version of ExcerlReportLink is available;
[[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]]
# From the website, [[Downloading ODBClink|download ODBClink]];
# To start the WinZip self extractor, click '''Install_ODBClink...exe''' and choose '''Run'''. It may be located at the bottom of your Browser;
# On the '''Winzip Self Extractor - Install_ODBClink...exe''' form, click '''Unzip''';
# Click '''OK''' once the unzip is successful;
# On the '''Welcome to ODBClink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next''';
# Tick the '''Upgrade Installation''' checkbox and then click '''Next''';
# Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of ODBClink and then click '''Next''';
# If upgrading from very old versions of ODBClink, enter a name for your organisation which will be used as the name of the [[Workspace]];
# '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next''';
# '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install''';
# Once the installation is complete click '''Start'''.


The following instructions will assist you in upgrading your new installation of ODBClink.
=== Notes ===
* Older users of ODBClink may need to manually download the latest version as the check for upgrade functionality was not available.


# [[Installing ODBClink|Install the latest version of ODBClink]]
* The upgrade process only needs to be done by a single user if installed in a shared location that others can access.
# Start ODBClink;
# On the ODBClink welcome dialogue, read the '''User License Agreement''';
# Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms;
# Click on the '''Upgrade''' button;
# On the '''Detected Installations''' screen, select your old installation of ODBClink;
# If your old installation of ODBClink is not listed, click the '''Browse''' button and browse to the your old ODBClink.exe;
# Once the correct installation is selected in the list, click '''OK''';
# ODBClink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok''';
# Wait for the upgrade progress dialogue to complete, then click '''Close''';
# Perform a [[Get Data|Full Get Data]] and start using ODBClink.
<br clear=all />


== Related Topics ==
== Related Links ==
* [[Downloading ODBClink]]  
* [[Getting Started Guide]]
* [[Installing ODBClink]]
* [[Downloading ODBClink]]
* [http://accountingaddons.com.au/services/consulting-and-support/ Support]


[[Category:Getting Started Guide]]
[[Category:Getting Started Guide]]
[[Category:How To Guides]]
[[Category:How To Guides]]

Revision as of 23:40, 5 May 2019

Unzip ODBClink
Accept the EULA
Choose Upgrade
Confirm the old version installation
Confirm reports to upgrade
Confirm data warehouses to upgrade
Start ODBClink

Overview

This article assists existing users upgrading ODBClink to the latest version.

If you are a new user and wish to install ODBClink, see Installing ODBClink instead.

To ease the pain of upgrades, ODBClink's upgrade process will seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may also need to configure ODBClink for any new features.

To upgrade to the latest version follow the steps below.

Upgrading ODBClink

  1. Start ODBClink;
  2. Click Upgrade on the menu to see if a new version of ExcerlReportLink is available;
  3. From the website, download ODBClink;
  4. To start the WinZip self extractor, click Install_ODBClink...exe and choose Run. It may be located at the bottom of your Browser;
  5. On the Winzip Self Extractor - Install_ODBClink...exe form, click Unzip;
  6. Click OK once the unzip is successful;
  7. On the Welcome to ODBClink... window, read the User License Agreement and tick the checkbox if you accept them, then click Next;
  8. Tick the Upgrade Installation checkbox and then click Next;
  9. Confirm that you are upgrading the correct version and if not click Select to choose the old version of ODBClink and then click Next;
  10. If upgrading from very old versions of ODBClink, enter a name for your organisation which will be used as the name of the Workspace;
  11. Tick or untick the reports to confirm which ones to upgrade, then click Next;
  12. Tick or untick the data warehouses to confirm which ones to upgrade, then click Install;
  13. Once the installation is complete click Start.

Notes

  • Older users of ODBClink may need to manually download the latest version as the check for upgrade functionality was not available.
  • The upgrade process only needs to be done by a single user if installed in a shared location that others can access.

Related Links