Difference between revisions of "Upgrading ExcelReportLink"

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[[File:InstallExcelReportLink.png|300px|thumb|right|Unzip ExcelReportLink]]
[[File:InstallExcelReportLinkWelcome.png |300px|thumb|right|Accept the EULA]]
[[File:InstallExcelReportLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]]
[[File:InstallExcelReportLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]]
[[File:InstallExcelReportLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]]
[[File:InstallExcelReportLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]]
[[File:InstallExcelReportLinkUpgradeFinal.png |300px|thumb|right|Start ExcelReportLink]]
== Overview ==
== Overview ==


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== Upgrading ExcelReportLink ==
== Upgrading ExcelReportLink ==


[[File:WinzipSelfExtractor-InstallExcelReportLink.png|300px|thumb|right|Installing ExcelReportLink]]
# Start ExcelReportLink;
[[File:WelcomeToExcelReportLinkInstaller.png |300px|thumb|right|Welcome to ExcelReportLink Installer]]
# Click '''Upgrade''' on the menu to see if a new version of ExcerlReportLink is available;
[[File:ExcelReportLinkNewOrUpgrade.png |300px|thumb|right|ExcelReportLink - New Installation or Upgrade]]
# From the website, [[Downloading ExcelReportLink|download ExcelReportLink]];
[[File:ExcelReportLinkOldNewPath.png |300px|thumb|right|ExcelReportLink - Old Path - New Path]]
# To start the WinZip self extractor, click '''Install_ExcelReportLink...exe''' and choose '''Run'''. It may be located at the bottom of your Browser;
 
# On the'''Winzip Self Extractor - Install_ExcelReportLink...exe''' form, click '''Unzip''';
# [[Downloading ExcelReportLink|Download ExcelReportLink]]
# Click '''OK''' once the unzip is successful;
# To start the WinZip self extractor, click '''Install_ExcelReportLink...exe'''. It may be located at the bottom of your Browser;
# On the '''Welcome to ExcelReportLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next''';
# Choose Run. The '''Winzip Self Extractor - Install_ExcelReportLink...exe''' form will appear;
# Tick the '''Upgrade Installation''' checkbox and then click '''Next''';
# At the Unzip to folder, choose a temporary folder to unzip the installer. If not sure use the default;
# Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of ExcelReportLink and then click '''Next''';
# Leave the '''When done unzipping open:''' check box selected
# If upgrading from very old versions of ExcelReportLink, enter a name for your organisation which will be used as the name of the [[Workspace]];
# Click '''Unzip'''. An unzipped successfully message should appear when done;
# '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next''';
# Click '''OK''' to acknowledge the files have unzipped sucessfully. The '''Welcome to ExcelReportLink...''' window should display;
# '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install''';
# Click the '''Getting Started Guide''' for additional help
# Once the installation is complete click '''Start'''.
# Read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''.
# If you already have a version of ExcelReportLink installed and you wish to upgrade to the latest version then click '''Upgrade...''' and then click '''Next'''
# If the first installation then click '''New Installation''' and then click '''Next'''
 
===Upgrade===
# By default the path of the latest version will display. If you wish to upgrade another version, click Select and browse for it. If unsure use the default
# Leave the New Installation path unless your an advanced user. If you need to move it you can do that after the upgrade
# Select any custom reports you use to transfer to the new installation and then click '''OK'''
# Files will be upgraded and transferred to the new  new installation path. In '''Installation Upgrade Complete''' dialog click OK
# In the Upgrade Progress form click '''Close'''
# Once the installation is complete click '''Start'''
 
===New Installation===
# In the '''Choose where to Install ExcelReportLink''' dialog choose either '''Local Machine''' or '''Shared Network Drive''' and click '''Next'''
# Either choose the default path or click '''Browse''' to choose another installtion path then click '''Install'''.
# Files will be transferred to the new installation path
# Once the installation is complete click '''Start'''


===Getting Started===
=== Notes ===
# Click the '''[[Getting Started Guide]]''' and follow the instructions to complete the installation or go back to continue the upgrade instructions.
* Older users of ExcelReportLink 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 ==
== Related Links ==
* [[Getting Started Guide]]
* [[Getting Started Guide]]
* [[Downloading ExcelReportLink]]
* [http://accountingaddons.com.au/services/consulting-and-support/ Support]
* [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]]
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