Upgrade from Version 16.2
The following describes upgrading from version 16.2.
Record the Serial Number
Make note of the serial number in the current version.
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The serial number can be found in the Project Explorer by expanding the Diagnostics section and opening Task Monitor.
In the Task Monitor, clicking Show License will display the serial number along with other information about the license.
Stop the Schedule
From the Project Explorer, on the right-side Tools tab, at the top, uncheck Scheduler running.
Remove the License
To remove the license, from the Project Explorer, on the right-side Tools tab, at the top, click the Register button.
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To remove the license, follow the instructions in the Move a License section of the XLReporter Product Registration Guide. This has instructions for both online (e.g., internet connected systems) as well as offline systems.
Upgrade the Same Machine
If XLReporter is being upgraded on the same machine, at this point close all XLReporter applications including the Project Explorer.
Installation
Run the installation for the latest version. As part of the installation the project is upgraded automatically.
Upgrade to a New Machine
Installation
Run the installation for the latest version on the new machine. When complete the Project Explorer is opened with the Demo project loaded.
Copy Project
At this point the project used with version 16 should be copied from the original machine to the new machine.
On the original machine, in the Project Explorer, select File, Backup Project. Once backed up, a dialog pops up, showing you where the project is backed up to. Copy this zip file to a location where you can access it from the new machine.
On the new machine, open the Project Explorer. Select File, Restore Project. Browse to the project zip file from the backup.
This triggers an upgrade of the project to the latest version and loads it into the Project Explorer.
After opening the project on the new system, navigate to Diagnostics, System Check in the Project Explorer.
In the System Check, go to the General tab and select Start. This will create any required directories that are missing and check your data connectors for a basic connection.
At this point the XLReporter installation can be uninstalled from the original machine.
License the new Version
If you have not done so already, request a license upgrade by going to:
https://smartsights.com/xlreporter-licensing-upgrades
Once you receive your new license activation, follow the XLReporter Product Registration Guide to complete the licensing process.