Follow these instructions if you are replacing a standalone system or the server in a network setting.
On Your Current Computer
Make a backup of your database and save it on an external storage device, such as a flash drive or an external hard drive.
To make this backup, open software and select File > Backup and Restore > Backup Database.
You will be prompted to select a backup location. Select a location easily found again on the external device.
On Your New Computer
Install the software. Be sure to install the same version that was running on the old computer unless you are updating to a newer version of the software. The version number can be found by going to Help > About. The software can be downloaded from the product website HERE.
Once installed, open the program and register the software with your serial number.
Restore your database.
Plug in your external storage device.
In the software go to File > Backup and Restore > Restore Database.
Click on Restore Database from Backup.
Select Restore a database from a specific location.
In the navigation window, find your external device and select the backup file.
If you are running a network version, then each client in your network will need to be directed toward the new server.
Go to File > Database Settings > Connection Settings > Edit Connection Settings.
Select This is an additional computer (client) and press Continue.
Select Manual Setup.
Enter the new server name.
Press Continue.
If you are using our Online Booking, Remote Access or Messaging service, you will want to make sure that your new computer connects to your services for them to function properly.
For Remote Access, go to Online Services > Remote Access Setup. The program should establish a connection at which point your Remote Access is connected.
For Online Booking, go to Online Services > Online Booking Setup. The program should establish a connection at which point your Online Booking is connected.
For the Messaging Service, go to Messaging & Marketing > Messaging Service Setup. The program should establish a connection at which point your Messaging Service is connected.
Once the new computer is set up, you should deactivate and uninstall the software on the old computer. Go to Help > Deactivate Software and follow the steps for deactivating. Once deactivated, you can uninstall the program from Control Panel on your computer.
Transferring to a New Client Computer
If you are only replacing a client computer in a network, follow these instructions.
Make sure the program is closed on the old computer.
Install the software on your new computer. Be sure to install the same version that is currently running on the server computer. The version number can be found by going to Help > About. The software can be downloaded from the product website HERE.
Once installed, open the program and register the software with your serial number.
Go to File > Database Settings > Connection Settings > Edit Connection Settings. Select This is an additional computer (client) and press Continue. Select Manual Setup and type the server name to connect to the server computer. The server name can be found on any working networked computer in the Database Settings > Connection Settings screen.
Close the software on the new computer.
Open the software on the original computer. Go to Help > Deactivate [Program Name] and follow the steps for deactivating. Once deactivated, you can uninstall the program from Control Panel on your computer.
Troubleshooting Tips
If you are having difficulty connecting a client computer connect to the server computer, refer to the article HERE.
If you get a message that the server computer is running a different version than the client computer, then you will need to make sure both the client and server are on the same version and build.
Go to Help > About on the server and client(s).
If the Version and Build do not match on both computers, update them to the most recent version and build available.