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Difference between revisions of "Upgrading BudgetLink"
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== Overview == | == Overview == | ||
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If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. | If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. | ||
The upgrade process will install a new Version folder within the BudgetLink folder and then 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 need to configure BudgetLink for any new features. | The upgrade process will install a new [[Version Folder|Version folder]] within the [[BudgetLink Folder|BudgetLink folder]] and then 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 need to configure BudgetLink for any new features. | ||
To upgrade to the latest version follow the steps below. | To upgrade to the latest version follow the steps below. | ||
== Upgrading BudgetLink == | == Upgrading BudgetLink == | ||
[[File:MenuButtonUpgrade.png|300px|thumb|right|Upgrade Button]] | |||
[[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] | |||
[[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] | |||
[[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] | |||
[[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] | |||
[[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] | |||
[[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] | |||
[[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] | |||
# Start BudgetLink; | # Start BudgetLink; | ||
# | # From the Menu click the '''Upgrade''' button; | ||
# | ## If it does not exist on your version then go to https://accountingaddons.com.au/budgetlink/upgrade/ | ||
# | # If a new version is available you will be asked if you want to upgrade. Choose '''Yes'''; | ||
# BudgetLink will close and the Download BudgetLink Upgrade page will appear in your browser; | |||
# Click '''Install_BudgetLink...exe''' to download the WinZip self extractor; | |||
# At the bottom of your browser choose '''Run'''; | |||
# On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; | # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; | ||
# Click '''OK''' once the unzip is successful; | # Click '''OK''' once the unzip is successful; | ||
# On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; | # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; | ||
# | # Leave the '''Upgrade Installation''' checkbox ticked and click '''Next'''; | ||
# Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; | # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; | ||
# If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; | # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; | ||