iXBRL Update Instructions //

Backup your data

Run the install

Update your LTD format

Finishing touches

Backing up your data (existing customers)

Before updating the software, you must back up your existing data:

1. Open Compac
2. Head to Backup & Restore
3. Select Backup
4. Follow the onscreen prompts
5. Make sure you save the backup to a separate location (ideally a different drive)
6. Repeat from step 4 for each of your clients.

Make a note of the data directory (where your files are stored) that is shown in step 3 - you will need it later.

If you have many clients, you can reduce the amount of backup work needed by simply copying your data directory to a separate location.  If choosing this option, you should check that you can restore from this backup directory before continuing with the installation.

Running the install

1. Download the setup file
   Download the setup file
2. Open or click Run (what you see will depend on your internet browser)
3. Click Next
4. Click Next or change the install directory
5. You will be asked where you would like the Client Manager data to go.  If you are installing as a standalone, you can leave this as the default and click Next.  If you have multiple users, you should select a shared directory - contact support if you need any help with this.
6. Wait for the installation to complete
7. Click Finish

Update the LTD format

1. Go to My Computer, and browse to your data directory (this is where your client data for Compac is saved)
2. Find the folder called LTD
3. Right click on the folder, and select Rename
4. Change the name to LTDOLD
5. Browse to C:\Keytime\Compac and find the folder called LTDXBRL
6. Right click on the folder, and select Copy
7. Browse back to your data directory, right click in a free area of the screen, and select Paste. Rename to LTD.
8. Browse to C:\Keytime\Compac, select all the files in that folder, apart from the LTD or LTDXBRL folder, right click and select Copy
9. Browse back to your data directory, right click and select Paste.

If you chose to install to a custom location during setup, you should find LTDXBRL in that location.

If you use any of the additional modules (sales & purchase ledger, time & fees ledger, fixed assets register), you will need to perform one additional step:

Browse to your original install location (C:\Compac or C:\Compac62, or your own custom location) and find the file called CFG.CPC.  Right click on the file, and select Copy.  Browse to C:\Keytime\Compac and right click, then select Paste.

Finishing Touches

1. Open Compac
2. Select Configuration
3. Change the Data location if it differs from the location you took a note of during the Backup step.
4. Open the LTD master
5. Select Database from the top toolbar
6. Change entries 14, 15, 23, 25 and 37. In database entry 25 the requirement is now for just the auditor’s name.
7. For clients - form the accounts in the normal way. The LTD master client data contains a new CA1 Format with all new Layouts. On the Format Contents, press F4 to Format Options, then Master Client checks at the bottom of the menu. Select Whole format: Revert to master. You can still use your existing Layouts but they may require tagging.  The database entry 25 will need to be changed to just the auditor’s name. You can either edit this or use main menu, Database, Compare with master. On the “Database checks” window select row 25, then select the Copy current row button.