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How do I transfer my Yearli data from one computer to another?

Views: 2738 Created: 2016-07-21 15:22 Last Updated: 2016-10-28 16:58

SYMPTOM

How do I transfer my Yearli data from one computer to another?

RESOLUTION

Procedure 1 (Transfer Yearli data files)

  1. Close Yearli.
  2. Navigate to the Yearli Installation directory for the desired year.*
  3. Open the Utilities folder.
  4. In the Utilities folder, right click the Yearli Desktop Backup App and choose Run as Administrator.
  5. Click Next.
  6. Choose the year of the software you would like to backup.
  7. Click Browse to choose where the backup will be saved.
  8. Click Backup.
  9. Click Finish to close the wizard.
  10. Go to selected save location.
  11. Open the Yearli Backup folder.
  12. Copy the Yearli20XX_Data and Yearli20XX_Data_LOG files for the appropriate year and transfer to the new computer.

Note: Options include transferring the folder over the network, flash drive, CD, etc.

  1. Install the Yearli program on the new computer.
  2. Access the Microsoft SQL Server Configuration Manager.  For steps to do this see the How do I access SQL Server configuration manager? article.
  3. Click on SQL Server Services to display a list of the currently running services.
  4. Right click SQL Server (YD2015_SS8E)** and click Stop.
  5. Navigate to the Yearli installation directory on the new machine.*
  6. Open the Data folder.
  7. Copy the Yearli20XX_Data and Yearli20XX_Data_LOG files that were copied from the old machine over the top of the existing Yearli20XX_Data and Yearli20XX_Data_LOG files.
  8. Select Yes to replace all files when prompted.
  9. Restart the SQL instance by following steps 14 through 16, clicking Start rather than Stop.
  10. Launch the program and verify payer and recipient data is available.

*The file directory will differ depending on the version of the program. The file directories associated with each version of the program are:

  • WinFiler: C:\Program Files or Program Files (x86)\Greatland Corporation\WinFiler or WinFiler Server
  • WinFiler Plus and Yearli 2014: C:\Program Files or Program Files (x86)\Greatland Corporation\WinFiler Plus or WinFiler Plus Server
  • Yearli: C:\Program Files or Program Files (x86)\Greatland Corporation\Yearli or Yearli Server

**The SQL Server instance will differ depending on the version of the program. The SQL servers associated with each version of the program are:

  • WinFiler 2012 - 2013: WF_SS8E
  • WinFiler Plus 2013 - 2014: WFP_SS8E
  • Yearli 2014: WFP_SS8E
  • Yearli 2015 - Current: WFP_SS8E or YD2015_SS8E
APPLIES TO

  • WinFiler 2012 - 2013
  • WinFiler Plus 2013
  • Yearli 2014 - Current