MAJOR UPDATE OF DILIGENCE FOR EXCEL FROM A DILIGENCEZIP FILE

These instructions are for a major update of Diligence for Excel over the top of a previous installation only. If you do not have or cannot find a version of Diligence or cannot run your current version for any reason, then please use the instructions for a new installation.

You may be asked to perform this update task if any of the system files have become corrupt, or if updating a major version of Diligence.The instructions below can be undertaken by any level of Exceluser and administrative privileges are rarely required. However,if yourun into problems please see the Issues and Errors section at the end of the document.

This upgrade will overwrite all the Diligence system files, but all existing reports, options and user information will be left unchanged.

  1. Save the the email attachment zip file to a location of your choice. Do NOT open it. We recommend saving to MyDocuments but any folder to which you have read-write access is fine.
  2. Locate your current Diligence installation location, as follows …

From the Diligence ribbon, press the ‘About’ button. The resultant userform will show the location of the addin.

Double click the folder text itself, and a Windows Explorers userform will open thatautomatically navigates to the addin folder.

IMPORTANT: For the purpose of this installation, the Diligence folder is TWO LEVELS ABOVE the ‘Diligence Corporate’ folder being shown.

For example, if Explorer is showing…

C:\Documents\MyDocuments\Diligence\App\Diligence Corporate

Then the Diligence folder is ….

C:\Documents\MyDocuments\Diligence

  1. CloseALL OPEN INSTANCES of Excel.
  1. From the Diligence’ Windows Explorer userform, navigate the two levels up to the Diligence Folder, so your explorer window looks something like the example below…

  1. In a SECOND, NEW INSTANCE of Windows Explorer, navigate to the foldercontaining the zip file you just saved.
  2. Right-click the ZIP file and select ‘Open with’ (not just ‘Open’) then ‘Windows Explorer’ or ‘File Explorer’, as shown below

IMPORTANT: ‘OPEN WITH’ WINDOWS/FILE EXPLORER - DO NOT USE WINZIP OR OTHER ZIP PROGRAMS AS THEY DO NOT MAINTAIN THE REQUIRED FOLDER STRUCTURE AND THE INSTALLATION WILL FAIL

  1. The result should be a new window containing the Diligence Folder; Double-Click it …

  1. The resultant folder should contain the same three sub folders as your current Diligence Installation. Either or both pathsmay also contain a separate shortcut file, and older versions of Diligence may not contain the ‘Custom Function Reports’ folder.

Drag ALLthe newfolders and files to a BLANK area in the first userform screen (or copy and paste if you prefer) to the same location as your current installation…I.e. overwrite the folders and files.

  1. Depending on your operating system you will receive an overwrite warning.

For Windows 7 it will look something like this.…Tick the ‘Do this or all current items checkbox and press ‘Yes’

In Windows 10 it may look like this …

You may also reseive ‘Password’ warnings …if you see these, press ‘Skip File’


That’s it! ….

You can now re-open Excel and start using the new version of Diligence. If you have set up Diligence as an addin from thislocation, it will continue to work as usual. If not, and you would like to ensure Diligence opens automatically with the Excel, see the additional step in the new installation instructions document.

ISSUES AND ERRORS

We’re here to help, but first please check that...

  1. The zip file has been opened with Windows Explorer and NOT a zip program.
  2. The files and folders have been copied to the correct location and have OVERWRITTEN your previous installation.

Still have problems??? …Email us: