Best practice for moving WL installation to new computer
Author: innertrader
Creation Date: 6/26/2017 4:33 PM
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innertrader

#1
I am installing WL 6.9 on new computer. It is currently running on an older computer.

Is there a recommended procedure for WL d/l and migration of files and setting from old WL instance to new? I am particularly concerned about keeping custom strategies and DataSets.
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Eugene

#2
It's answered in the Wealth-Lab Wiki FAQ > General > How to transfer Strategies and other data between computers?

The directory structure should be pretty evident but just let us know if you have any additional questions as you migrate the data.
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innertrader

#3
Straightforward. One suggestion to consider for future is to put data folder in My Documents folder on Windows installs. Makes it easier to migrate personal data with available tools.
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Eugene

#4
QUOTE:
One suggestion to consider for future is to put data folder in My Documents folder on Windows installs.

It's not going to happen. Storing user's data in the AppData folder follows Microsoft Windows guidelines. It's a convention. Available tools should be able to adjust to it, and most do.

You can already relocate your Fidelity data (see Data Manager tab) and your Strategies to a network disk (e.g. USB stick in your network router) via "Open Strategy". As an unsupported workaround, meaning that you're on your own, it might be possible to relocate the whole Data folder as suggested in the Wiki FAQ:

Can I relocate the whole "Data" folder (or only some subfolder) of my Wealth-Lab 6 from C: to a different drive or directory?
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rbryant

#5
Hi

I just transferred to a new computer. I read the guideline here: It's answered in the Wealth-Lab Wiki FAQ > General > How to transfer Strategies and other data between computers?

I have copied my strategies and datasets from my old computer to the new one, eg to C:\Users\Rod\AppData\Roaming\Fidelity Investments\WealthLabDev\1.0.0.0\Data\Strategies\ for strategies.

I see the files in Explorer. I can not see the Strategies or datasets in Wealth Lab though, only the default ones. Any ideas please?

I also note there is Wealth lab data at: C:\Program Files\MS123\Wealth-Lab Developer 6\Data

I have copied them there also. I don't know the difference.

Thanks and regards

Rod
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Eugene

#6
QUOTE:
Hi

I just transferred to a new computer. I read the guideline here: It's answered in the Wealth-Lab Wiki FAQ > General > How to transfer Strategies and other data between computers?

I have copied my strategies and datasets from my old computer to the new one, eg to C:\Users\Rod\AppData\Roaming\Fidelity Investments\WealthLabDev\1.0.0.0\Data\Strategies\ for strategies.

I see the files in Explorer. I can not see the Strategies or datasets in Wealth Lab though, only the default ones. Any ideas please?

I also note there is Wealth lab data at: C:\Program Files\MS123\Wealth-Lab Developer 6\Data

I have copied them there also. I don't know the difference.

Thanks and regards

Rod


Hi,

If they're invisible after copying as suggested and then restarting WLD, then you've copied them incorrectly. The correct process ensures that the XML files are copied to subfolders. So if copied into the "Strategies" root folder they won't appear.

If still no go, could you attach a screenshot in PNG format of how the folder and one of its subfolder look like?

The folder under Program Files serves a a very different purpose and it's not recommended to copy your strategies there.