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Treasury Software Reinstalls

Use this checklist to install Treasury Software on an additional workstation - or to move the software to a new computer.

The following instructions only apply to the Desktop platform. See the SQL Express or SQL Server install instructions for help with those platforms.



On the original workstation:
--a. Using Windows Explorer on the original workstation, navigate to C:\Program Files\TreasurySoftware\Data
--b. Copy the entire Data folder, and its contents, to a network drive folder.
--c. Start the software and enter into any account. From the main menu select 'Help', then 'About'. Write down your version number (including service pack - if any), version date and license ID. Close this window

Skip step 'd' if you are adding an additional workstation. ONLY follow this step if you no longer using the original workstation.
--d. From the program main menu select 'File', 'Enter License Codes', then click on 'Remove License'. This will increase your available license count by one workstation. Exit the software.

On the new workstation:
--1. Install the software.
If you have the original InstallShield setup file, double click on the file and install the software.
If you do not have the original InstallShield setup file, download and install the current InstallShield setup file (http://www.treasurysoftware.com/download.aspx)
Note: You cannot copy the contents of the directory from the original computer to the new computer. The InstallShield setup file must be run.
--2. Copy all the .BRD files (except Sample.BRD) from the network drive folder (step 'b') into the Program Files\Treasury Software\Treasury Desktop\Data folder on the new workstation.
--3. Start Treasury Software
--4. From the main menu select 'File', 'New Account', 'Add an Existing Account' to your catalog and select the .BRD (account) file to add to your catalog. Allow the software to update the account(s) if prompted. Repeat this step for each .BRD (account) file.
--5. Enter your license information - from the main menu select 'File', 'Enter License Codes' and enter your ID and password.

If you do not have a valid license ID and password ...
--. If you have re-installed the original version you purchased:
There is never a charge. Simply contact licensing with your company name, phone number, email address and license ID (if available).
--. If you have upgraded by installing the current version from our web site, please click here for upgrade pricing.


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