Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.
  1. Install the Student Billing 7 Conversion Utility.
    • If you have the conversion utility on a CD:
      1. Browse to the CD-ROM drive and access the \Tools\SB7Conversion directory
      2. Double-click conversionextract.exe
      3. Once the installation is complete, click Finish 
    • If you do not have the conversion utility:
      1. Download the Student Billing 7 conversion utility from our website
      2. Extract the ZIP file containing the plug-in file(s) to the \The Financial Edge \Plugins folder on the server.
                 Note: If the file was sent via email from Customer Support the file may be named with a .bb file extension.
                 Rename the file from .bb to .zip in order to extract the files.
      3. Manually register the DLL file that was extracted 
  2. Update The Financial Edge to the latest version and cumulative patch.
  3. Log into The Financial Edge as Supervisor.
               Note: If you use School Store Manager, the conversion must be run on a workstation where Retail Management System (RMS)
               version 1.2.0151 or higher is integrated with Student Billing.
  4. In Plug-ins, click Initialize Student Billing System.
  5. Click the appropriate conversion option for your organization. For information on the conversion options, refer to the Student Billing Conversion Guide (PDF).
  6. Select the appropriate conversion options and click Convert Now.
  7. Once your Student Billing conversion is complete, a confirmation screen
    appears.
  8. Review the Post-Conversion Checklist in the Student Billing Conversion Guide (PDF) before working in your database.