BL Banking is a software application, which consists of program files and application data. The latter are a matter of the bank connections, retrieved account statements, submitted payments, payment recipients, etc. These data are all located in a subdirectory called workspace, which by default lies below the program directory, that is to say the directory, where BL Banking is installed.
To use BL Banking, you normally don't have to worry about the workspace directory. However, it certain situations it can be useful to access it directly, as well as other directories and files. For this purpose, please open the file manager of your operating system (e.g. for Windows the Explorer) and navigate to the directory, where BL Banking is installed.
In rare cases it may happen that BL Banking will not start anymore. Reason for this may be an interrupted program update, a crashed computer, or in a USB installation a stick that was not removed safely.
In such a case please first try the following simple repair. Use the file manager of your operating system to navigate to the directory, where BL Banking is installed. e.g. C:\blbanking, and from there into the directory configuration. Delete all subdirectories there, but not the config.ini file. After a successful start of the program, the deleted subdirectories are restored.
If the problem is not solved thereby, you need to reinstall BL Banking. For this purpose, please proceed as described in section Installation - Update.
If you want to install a new or different operating system on your computer, or would like to set up a completely new computer, you can perform a migration to transfer the data from the existing installation of BL Banking to the new platform.
For this it is necessary that you back up the data of BL Banking before upgrading or reinstalling the operating system. The data are stored in a directory with the name workspace. To determine where this is located, click on Open workspace directory under the Help menu. The directory is then shown in the file manager, which you can use to copy it to a different storage location, e.g. to a network drive.
After your computer has been newly set up, install BL Banking on it according to the instructions in section Installation - Update. Thereby, deactivate the checkbox Run BL Banking in the last step of the wizard before clicking Finish. Then copy the backed up workspace directory to the same storage location, where it has been before.
If an employee leaves the company, the successor may continue to use the existing installation of BL Banking. Thereby it is possible to preserve, for example, the recipient data or payments from the past. However, in most cases the bank access of the predecessor will be blocked, so that a re-initialization is required.
If you know the password of the predecessor, use it log on to BL Banking. Then create a new user for yourself, whereby you proceed according to the instructions in the guide Network installation, section Add user. Furthermore, assign him administrator rights by clicking Modify.
If you haven't noted the access data for the bank elsewhere, you can look them up in the bank properties. For this purpose, right-click the bank in the Jobs perspective and then select Properties.
You can also find this data in the file 0.properties in the directory banks below the workspace. For each set up bank there is a .properties file with the numbers 0, 1, 2, etc. You can open the files with a text editor (e.g. Notepad).
Then exit the program, restart and log in with the new user. Thereupon the wizard for the first initialization appears, where you first have to enter the license number. If you don't have this on hand, you can determine it from the directory keys/OldUser in the workspace, where OldUser here would be the user name of your predecessor. In this directory there is a file with a name such as abc123defg4.license, where abc123defg4 here would be the license number. With this and the access data of the bank you can initialize yourself as described in the the guide Network installation, section Initialize user.
After the initialization, you should delete the user of your predecessor. This is performed with the same dialog box, with which you added your user.
If you don't know the password of your predecessor, yet want to reuse his data, please contact your user support. However, if the local files were encrypted, you cannot make the data of the predecessor readable without the password.
All data of BL Banking are located in the workspace directory. Protection against data loss can therefore be ensured through regular back up this directory. In many companies, the drives of file servers are automatically backed up regularly by the in-house IT department. You can make use of this by installing BL Banking on a network drive, instead locally on your computer. You can find a description on this in the the guide Network installation, section Installation.
Please also note the following points: 1) If you have made modifications outside the workspace directory, e.g. to the configuration file BL Banking.ini, you must back them up too. 2) If you have changed your password, you might need to use the old password after a restore to log on to the program and to sign orders. 3) If you have encrypted the local files, the data backup is therefore encrypted too. If you later change your password, you cannot decrypt the data of the backup using this changed password. For this you would need to enter the password that you had used at the time of the backup.
If after a data loss a restore should be necessary, please proceed as described above in section Migration.
The more error-prone the storage medium is, where BL Banking is installed, the more important it is to protect against failure of the program. For example, a USB stick can get lost or damaged by not being removed safely. In such a case, you should keep a second installation ready on another storage medium or another computer. This second installation you can create by simply copying the program directory, where BL Banking is installed. In addition, you should regularly copy the workspace directory into the second installation, in order to have data as up-to-date as possible available in case of a failure.
General - General Functions - Help - Update application
General - Installation
General - First initialization
Jobs - Bank properties
Jobs - Bank connections - Initialize bank access
General - Preferences - General
General - Installation - Installation scenarios