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Installing and Upgrading

- Document for Excel Invoice Manager

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This version of the document, "Installing and Upgrading", was written for Excel Invoice Manager, which was now renamed to Uniform Invoice Software. For the latest version of this document, please download Uniform Invoice Software.

Installing

If you run the setup program of Excel Invoice Manager in a Windows system for the first time, or you have removed/uninstalled Excel Invoice Manager before running the setup program, you are performing a fresh new installation.

Note: If you are running Excel 2007/2010, the setup program installs the invoice templates in Excel 2007 XML-based format (.xlsx file).

  • Windows 2000/XP

    The default installation folder is:

    <System Driver>\Program Files\Office-Kit.com\Excel Invoice Manager\

    You can change the installation folder in the setup wizard. However, all the files, including program files and data files, are always installed into the same folder, no matter what the folder is.

  • Windows Vista/Windows 7

    The default installation folder is:

    <System Driver>\Program Files\Office-Kit.com\Excel Invoice Manager\

    In Windows Vista and Windows 7, the Program Files folder is a system-protected folder. If you choose to install into this default folder, the wizard will prompt for a separated folder for storing data files that are intended to be or could be modified by end users. By default, the data files will be installed into:

    <System Driver>\Users\Public\Documents\Excel Invoice Manager\

    Note: If you are running an earlier version of Excel Invoice Manager (version 2.16.1019 and lower versions), the default data folder is:

    <System Driver>\Users\<User Name>\Documents\My Excel Invoice Manager\

    The following files are seen as data files:

    Table 1 - Data Files Installed into Separated Data File Folder
    INVOICE.xls
    Sample.mdb
    FDINFO10.rst
    MoreRows.xls
    Automotive\Automotive.mdb
    Automotive\Automotive.xls
    Automotive\FDINFO10.rst
    Automotive\ReadMe.txt
    

    However, if you choose another installation folder, i.e. a folder that is outside the system-protected Program Files folder, such as "C:\Excel Invoice Manager", the setup wizard will install all files, including program files and data files, into the same folder.

In other words, the setup program (setup wizard) prefers to install all files into the same folder - data file folder and installation folder are the same one. There is one exception - if you are running Windows Vista or Windows 7 and install Excel Invoice Manager in a system-protected folder, such as Program Files, you will need a separated data file folder.

You can always move or copy the data files to another folder using Windows Explorer, no matter which version of Windows you are running.

Upgrading

If you have a previous version of Excel Invoice Manager installed, and want to upgrade to the latest version, here are the three situations that can occur when you run the setup program of Excel Invoice Manager without removing the previous version in the first place.

  1. You install the program to the same folder as the previous version, and choose "NO - Do not overwrite my data" option on the Upgrade Existing Program screen.

    Excel Invoice Manager - Upgrade screen
    Upgrade screen (Click to enlarge)

    This is the default installation mode if you don't change any option in the setup program and accept all the defaults. This way, you won't lose any data saved with the previous version. However, if you already have a NEW-DATA-FILE subfolder inside the data file folder of Excel Invoice Manager, the following files will be overwritten without any warning message:

    Table 2 - Data Files in the NEW-DATA-FILE folder
    NEW-DATA-FILE\INVOICE.xls
    NEW-DATA-FILE\Sample.mdb
    NEW-DATA-FILE\FDINFO10.rst
    NEW-DATA-FILE\MoreRows.xls
    NEW-DATA-FILE\Automotive\Automotive.mdb
    NEW-DATA-FILE\Automotive\Automotive.xls
    NEW-DATA-FILE\Automotive\FDINFO10.rst
    NEW-DATA-FILE\Automotive\ReadMe.txt
    

    All the shortcuts, including those on the Windows Start menu and Desktop, will point to the files in the original data file folder or installation folder of Excel Invoice Manager, but not the files in the NEW-DATA-FILE folder.

  2. You install the program into the same installation folder and data file folder as the previous version, and choose YES - I want to overwrite all existing data files option on the Upgrade Existing Program screen.

    All the data files listed in the above table will be overwritten. If you were using the Sample.mdb database file in the data file folder as the working database, you will lose your data.

  3. You install the new version to a different folder than the one where the previous version was installed.

    The installer will upgrade all your program files, and copy all the data files listed in the above table to the new folder. All the shortcuts created by the installer, including the ones on the Windows Start menu and Desktop, will point to the files in the new folder.

    All the data files you saved with the previous version will remain there. To use your original template and database, just go to the folder where you stored your template, and then open the template file.