Difference between revisions of "Installation"

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(Created page with "There are two experimental PalOMoney versions called, in programmer language, "debug" and "release." Debug versions use the Microsoft debug libraries ''mfc90ud.dll'', ''msvc...")
 
(→‎Check Your Money Installation)
 
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There are two experimental PalOMoney versions called, in programmer language, "debug" and "release."  
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There are two experimental PalOMoney versions called, in programmer language, "debug" and "release." Release versions do not have the extensive error checking and reporting facilities of the release. Accordingly, we are distributing debug versions to testers during this initial phase. Distributing the Microsoft debug libraries can be done only to qualified testers who accept the [[Tester's Agreement]]. See [[How to Be a PalOMoney Tester]].
  
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Debug versions use the Microsoft debug libraries ''mfc90ud.dll'', ''msvcr90d.dll'', and ''msvcp90d.dll'', which are not licensed for redistribution. These libraries are installed on computers that have Microsoft Visual Studio installed. Otherwise, they have to be installed on test computers only in compliance with the Visual Studio licensing terms. These terms are under investigation. Testers may have to have some relationship with the developer for these libraries to be distributed to them from the developer.
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=== Check Your Money Installation ===
  
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Release versions have not been extensively tested, and so may have bugs that are not present in the debug version. Also, release versions do not have the extensive error checking and reporting facilities of the release. Accordingly, it is most preferable to distribute debug versions to testers during this initial phase.
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Make sure Money Plus (aka 2008 or Version 17) or Money Plus Sunset is installed on your computer.
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(Both the ''Deluxe'' and ''Home & Business'' editions are compatible)
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* Launch Money.
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* Locate and open your Money file.
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* Make sure all is Ok.
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* Close Money.
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If your Money file is password protected, see [[Password Protected Money File]].
  
 
== Using the PalOMoney-XXXX.msi file ==
 
== Using the PalOMoney-XXXX.msi file ==
  
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* Optionally, [[Download and Install the PalOMoney Root Certificate]] in your certificate store.
 
* Download the .msi installation file to some folder on your computer.  
 
* Download the .msi installation file to some folder on your computer.  
 
* Open the folder in Explorer, locate and right click the downloaded file, the select ''Install.''
 
* Open the folder in Explorer, locate and right click the downloaded file, the select ''Install.''
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* If the installation (.msi) file did not contain the necessary libraries, you will have to download them [[here]].
 
  
 
== Manual install PalOMoney-XXXX.zip file ==
 
== Manual install PalOMoney-XXXX.zip file ==
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This procedure is for advanced users only.
  
 
* Download the installation file to some folder on your computer.  
 
* Download the installation file to some folder on your computer.  
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* Open the folder in your zip program (e.g., WinRar) and copy the files to a folder of your choice.
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* Open the folder in your archive program (e.g., WinRar) and copy the files to a folder of your choice.
 
* Right click the PalOMoney.exe file, select Create Shortcut, and drag the Shortcut to your Desktop or the Start menu, or both.
 
* Right click the PalOMoney.exe file, select Create Shortcut, and drag the Shortcut to your Desktop or the Start menu, or both.
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* If necessary, download the required Microsoft libraries [[here]].
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* If necessary, download the required Microsoft debug libraries. Contact support for help.
  
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PalOMoney creates a file of preferences titled PalOMoney.ini in its installation folder. You will have give yourself permissions to access the installation folder so you can save your preferences. A planned future enhancement will be to locate this file in your My Documents folder.
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PalOMoney creates a file of preferences titled PalOMoney.ini in the folder containing each Money file you open. PalOMoney also creates a '''MnyUpdates''' subfolder to save log files.
  
 
== Test the Installation ==
 
== Test the Installation ==
  
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* Back up or copy your Money file. (Of course, you should always back up to a different disk, for example, a flash drive, or another computer.)
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See [[Usage]] and [[Test Installation]].
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* Optionally, open MS Money on the same file.
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* Launch PalOMoney.
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== More ==
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* Locate and open your Money file. Observe the list of securities you have in your investment accounts.
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* Fiddle with the column widths, and check the column sorting.
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After you have read the help, you can [[Install the Example Quote Source]] and try that out.
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* Click ''Update Now'' to update your quotes using the default settings.
 
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* Observe the updated investment prices and totals in the PalOMoney list.
 
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* Optionally, observe updated data in the MS Money. You might have to refresh the page.
 
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* Close PalOMoney, relaunch, and observe that the window placement and column widths are the same as previously.
 
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* Optionally, fetch historical quotes:
 
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** Click the ''History'' check box,
 
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** Click the ''Specify Historical'' button (labeled ...) to launch the ''Historical Quotes'' dialog
 
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** Choose or enter appropriate settings (e.g., Weekly on Fridays) and click ''Ok'' to close.
 
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** Click ''Update Now'' to update both historical and real time quotes.
 
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* Play with the controls, and see which ones work.
 
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* Check the help function:
 
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** Tool-tips give hints on what controls do. These should work.
 
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** The Help button (arrow-question mark) should launch the Help file and open an appropriate topic.
 
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** The Help menu pick should open the help file to the Table of Contents.
 
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** The help topics should be accurate and up-to-date.
 
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* If anything doesn't work, email contact dev for development (later, this will change to support) at the appropriate email domain (can't get more specific here without triggering a lot of unwanted solicitations).
 

Latest revision as of 19:14, 10 February 2013

There are two experimental PalOMoney versions called, in programmer language, "debug" and "release." Release versions do not have the extensive error checking and reporting facilities of the release. Accordingly, we are distributing debug versions to testers during this initial phase. Distributing the Microsoft debug libraries can be done only to qualified testers who accept the Tester's Agreement. See How to Be a PalOMoney Tester.

Check Your Money Installation

Make sure Money Plus (aka 2008 or Version 17) or Money Plus Sunset is installed on your computer. (Both the Deluxe and Home & Business editions are compatible)

  • Launch Money.
  • Locate and open your Money file.
  • Make sure all is Ok.
  • Close Money.

If your Money file is password protected, see Password Protected Money File.

Using the PalOMoney-XXXX.msi file

Manual install PalOMoney-XXXX.zip file

This procedure is for advanced users only.

  • Download the installation file to some folder on your computer.
  • Open the folder in your archive program (e.g., WinRar) and copy the files to a folder of your choice.
  • Right click the PalOMoney.exe file, select Create Shortcut, and drag the Shortcut to your Desktop or the Start menu, or both.
  • If necessary, download the required Microsoft debug libraries. Contact support for help.

PalOMoney creates a file of preferences titled PalOMoney.ini in the folder containing each Money file you open. PalOMoney also creates a MnyUpdates subfolder to save log files.

Test the Installation

See Usage and Test Installation.

More

After you have read the help, you can Install the Example Quote Source and try that out.

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