Difference between revisions of "Upgrading DirectDebitsLink"

Upgrading DirectDebitsLink (view source)

Revision as of 22:23, 5 May 2019

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Write, Bureaucrats, Administrators

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+[[File:InstallDirectDebitsLink.png|300px|thumb|right|Unzip DirectDebitsLink]]
+[[File:InstallDirectDebitsLinkWelcome.png |300px|thumb|right|Accept the EULA]]
+[[File:InstallDirectDebitsLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]]
+[[File:InstallDirectDebitsLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]]
+[[File:InstallDirectDebitsLinkUpgradeFinal.png |300px|thumb|right|Start DirectDebitsLink]]
 == Overview ==
-DirectDebitsLink's upgrade process has been tailored to allow you to continue using your old installation of DirectDebitsLink in parallel to the new version. This is to ensure a smooth transition to the latest version.
+This article assists '''existing users''' upgrading DirectDebitsLink to the latest version.
-If you've not done so, download and install the latest version of DirectDebitsLink. For more information, see [[Downloading DirectDebitsLink]] and [[Installing DirectDebitsLink]].
-Once the latest version of DirectDebitsLink has been downloaded and installed to your system, follow these steps.
-== Upgrading DirectDebitsLink ==
-[[File:WelcomeDialogue.png|300px|thumb|right|Welcome dialogue]]
-[[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]]
-[[File:FinaliseUpgradeProcessOfDirectDebitsLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of DirectDebitsLink dialogue]]
-The following instructions will assist you in upgrading your new installation of DirectDebitsLink.
-# Start DirectDebitsLink;
+If you are a '''new user''' and wish to install DirectDebitsLink, see [[Installing DirectDebitsLink]] instead.
-# On the DirectDebitsLink 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 DirectDebitsLink;
-# If your old installation of DirectDebitsLink is not listed, click the '''Browse''' button and browse to the your old DirectDebitsLink.exe;
-# If you have multiple installations of DirectDebitsLink listed, ensure you select the most recent one (e.g. the one you used);
-# Once the correct installation is selected in the list, click '''OK''';
-# Wait for the upgrade progress dialogue to complete, then click '''Close''';
-# Perform a [[Get Data]] and start using DirectDebitsLink.
-You will be allowed to use DirectDebitsLink, without an upgrade key for up to 30 days. After which you will need to request your upgrade key and enter it into the software.
+To ease the pain of upgrades, DirectDebitsLink'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 DirectDebitsLink for any new features.
-=== Requesting and Entering Upgrade Key ===
+To upgrade to the latest version follow the steps below.
-To request and enter your upgrade key, follow these steps.
+== Upgrading DirectDebitsLink ==
 # Start DirectDebitsLink;
-# When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key''';
+# Click '''Upgrade''' on the menu to see if a new version of ExcerlReportLink is available;
+# From the website, [[Downloading DirectDebitsLink|download DirectDebitsLink]];
-=== Download Upgrade Version ===
+# To start the WinZip self extractor, click '''Install_DirectDebitsLink...exe''' and choose '''Run'''. It may be located at the bottom of your Browser;
+# On the '''Winzip Self Extractor - Install_DirectDebitsLink...exe''' form, click '''Unzip''';
+# Click '''OK''' once the unzip is successful;
+# On the '''Welcome to DirectDebitsLink...''' 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 DirectDebitsLink and then click '''Next''';
+# If upgrading from very old versions of DirectDebitsLink, 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'''.
-Please [http://accountingaddons.com.au/directdebitslink/upgrade/download/ Click Here] to fill in a form to download the latest version of DirectDebitsLink
+=== Notes ===
+* Older users of DirectDebitsLink may need to manually download the latest version as the check for upgrade functionality was not available.
-<br clear=all />
+* The upgrade process only needs to be done by a single user if installed in a shared location that others can access.
-== Related Topics ==
+== Related Links ==
-* [[Downloading DirectDebitsLink]]
+* [[Getting Started Guide]]
-* [[Installing DirectDebitsLink]]
+* [[Downloading DirectDebitsLink]]
+* [http://accountingaddons.com.au/services/consulting-and-support/ Support]
 [[Category:Getting Started Guide]]
 [[Category:How To Guides]]