Tips to make it easy to upgrade

from an old version to a new one

The top 3 things to remember to make it easy

to upgrade from an old version to a new one

1. Follow ALL of the instructions for how to upgrade your Systems2win Portal.
   Most importantly - check off every item on the Multi-User Checklist. (/S2winPortal/tCIDontSync/MultiUserChecklist.xls)
2. Use your Customization Logfor any personalizations that are not automatically found and transferred to your new templates by Systems2win's Personalization Upgrade Utility.
3. Keep your templates upgraded to the latest version - every year as part of Annual Maintenance

Upgrade to the latest version

Starting with version 5, most of the programming logic has been separated from the working documents, which makes upgrades much easier.

Although you will still want to upgrade your templates every year, (to take advantage of improvements to the templates themselves), the separation of programming logic from working documents means that you can usually keep using your old working documents without needing to transfer your data - while still taking advantage of increased functionality and bug fixes that can be downloaded at any time.

Purchase Upgrade
Update your Systems2win Add-in for free - any time

Personalize your new master templates first

If, (and only if), you personalized some of your Systems2win master templates. Then...

Before upgrading your S2winPortal, first use your Customization Log to quickly identify any customizations that you made to any of your old templates, and then make those same changes to the new version of the same master template.

Backup

Before overwriting any master template, make a backup and store it where you can find it.

Bookmark = copyPaste

Transfer data from your old working documents

This is optional. The old document will work just fine as it is without doing anything.
And any new working documents that you create will start out with the foundation of the new template.
But if you do want to transfer data from an old working document to take advantage of the features of a new template... you can.

Tips for copying & pasting from an old template to a new one

Unhide any hidden rows or columns on both the source and destination worksheets.

If the source and destination color schemes, styles, formulas, data validation, cell comments, conditional formatting, and other hidden elements are all identical...
then simple copy Ctrl+C and paste Ctrl+V will work just fine.

Because hidden formulas and formatting are often not identical...
you will often want to use Paste Special.

If the workbook is one of the few that cannot be unlocked, then use Systems2win menu > Highlight > Cells Containing Formulas to make it obvious which cells can and cannot be copied.

To copy shapes... the Select Objects Arrow makes quick work of it.

Shouldn't your tools for continuous improvement continuously improve?
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