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You may be a first time trial user or an existing licenced user. This notification is shown when a new Share Trade Tracker workbook is opened for the first time. We provide a few quick tips to ensure your transition to this new version of Share Trade Tracker is as smooth as possible.
For new users
We recommend you review the Quick Start Guide
Existing licenced users....is this a new Major Version ?
Listed on the top right hand side of each Share Trade Tracker worksheet is the version.
If the new Share Trade Tracker workbook is a major version upgrade for your installation then you may need to purchase a new licence or pay an upgrade fee. A major version upgrade is indicated by a change in the major version number, for example from 'v2.2.4' to 'v3.0.1'.
Major versions are released with significant new functionality and features. You don't need to upgrade to a major version but we recommend that Share Trade Tracker users upgrade regularly to ensure they have access to the latest fixes and features.
If on opening the new Share Trade Tracker workbook you see the XLAutomation Production Activation form asking you to provide a "Serial Key" and "Email Address" then you have opened a new major version of Share Trade Tracker.
If you elect to upgrade to a new major version of Share Trade Tracker you will be required to either purchase a new licence or pay an upgrade fee. Refer to the XLAutomation Website for details on the costs to upgrade to a new major version.
Transfer my data from existing Share Trade Tracker workbook
Transfer my data from existing Share Trade Tracker workbook
You might have only a few trades in your old version of Share Trade Tracker or thousands. Regardless you can use the Share Trade Tracker 'Transfer Data' function to quickly import your existing trade details into the new version of Share Trade.
Once you have opened the new Share Trade Tracker workbook click on the 'Transfer Data' button on the ribbon and you will be presented with an option to 'Set Source' for your OLD Share Trade Tracker workbook. Once the source is set the records contained in that workbook will be validated for transfer. Following that the transfer can start.
Click Transfer Data to see a more detailed description on transferring data from your old Share Trade Tracker workbook.
Access to Share Trade Tracker Help
Access to Share Trade Tracker Help
To access the Help information available in Share Trade Tracker, just click on the "Product Support Help" button in the ribbon once the workbook has opened and the Help window will open for you to review.
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