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Moving from Evaluation v8.x to Purchase v9.x

General questions about using Fund Manager that do not fit into any other forum.

Postby bnb4500 » Fri Sep 12, 2008 2:45 pm

I have an evaluation copy of v8.8 installed and now plan to purchase v9.x. What sequence of download/install should I follow in order to assure that my v8.8 data is not lost?

Thanks,

Bob
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Postby Mark » Fri Sep 12, 2008 2:49 pm

Hi Bob,

Thanks for your purchase plans. Just download and install 9.1 right over your current 8.8 installation. Do not uninstall 8.8. The first time you start 9.1 it will ask you for permission to change the file formats, and warn you the data will no longer be compatible with older versions. Just say "Yes to All" to this prompt.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby bnb4500 » Sun Sep 14, 2008 2:18 pm

Mark -- just purchased my license key for 9.1. I do have some modifications that I want to make in my v8.8 data prior to making the upgrade transfer. I'm not sure how close I'm getting to my evaluation use limit for 8.8 -- will the 9.1 key keep 8.8 running until I'm ready to do the upgrade?

Thanks,

Bob
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Posts: 5
Joined: Wed Jan 23, 2008 12:48 pm

Postby Mark » Mon Sep 15, 2008 8:12 am

Hi Bob,

No, the 9.x and 8.x licenses are separate. I've just emailed you a 8.x license you can use.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11834
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby bnb4500 » Tue Sep 16, 2008 2:45 am

Mark -- got it! Many thanks for your help.

Bob
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