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PS Stockbook

What to do when you get a new computer

Summary

When I purchase a new computer, how do I transfer my Stockbook program and data from my old computer to my new computer?

Detailed Description

When you are transferring your Stockbook program and data from an old computer to a new one, there are a number of steps involved:

  1. Backup data from your old computer.
  2. Install PS Stockbook onto your new computer.
  3. Register your new PS Stockbook installation.
  4. Restore your backup.

 

Step 1: Backing up your data

If you do not have access to the Practical Systems' Data Warehouse, you will need to backup your data to a USB stick or other external device.

  • Go to File > Backup Database menu option.

NOTE: Please do not be concerned that an 'Error' message will be displayed if you do not have a disc inserted into the Drive "a" of your computer. Inset the disc and click 'OK' otherwise click 'Cancel' and choose another means to save your backup.

 

  • Plug your  USB or external device into your computer.
  • In the Backup/Restore Utility window, click on the yellow folder icon to browse.

 

  • Find your USB in the file explorer in Computer or My Computer.
  • Click on the OK button. This will take you back to the Backup/Restore Utility window.

 

  • Click on the Fix button. 

 

  • A unique Backup File Name will automatically be generated. (Note: you are not able to type a backup name.)
  • Comment - optional.
  • Tick the Send this file to the Practical systems Data Warehouse upon completion check box, if you wish to also backup to the Data Warehouse.
  • Click on the Backup button to save.

  • Click Yes to the Confirm message: ' Do you want to continue with the backup? (TEST00170315-01.sbu)
  • Click OK to Information message: 'Backup completed.'
  • After processing, your files will be saved onto your USB.

 

NOTE: If you chose to have your backup sent to the 'Data Warehouse' upon completion you will then be asked to sign into Data Warehouse and complete that backup process. 

  • Click OK to the Information message: 'You will now be asked to login to the data warehouse server. Once logged in your backup will be uploaded.'
  • To Login, enter your Practical Systems Client Code and Password.
  • Click OK to continue.

 

  • Click on the Next button. (Password protecting your backup is OPTIONAL. Not advisable because if you forget the password the backup will be unusable. There is absolutely no way a password can be retrieved.)
  • Enter a backup file description. e.g. TEST1 Backup 17/03/17.
  • Click on the OK button.

 

  • Click OK to the Information message: 'The File has been successfully uploaded to the server.'

 

Step 2.: Install Stockbook onto your new computer

To ensure you are installing the most up to date version of Stockbook, it is best to install the program from our website.

 

  • Login with your five digit Practical Systems Client ID and Password (which is generally the first name of the account holder). 

  • Select the Stockbook program download by clicking on the blue link. 

 

  • Click on the download tab that appears at the bottom left hand corner of your screen. 

 

  • Click on the Run button.
  • Follow the installation prompts. 

 

Step 3: Register your program 

  • When the Stockbook installation is complete, double click on the Stockbook icon on your Desktop. 
  • The Register Now window will appear:
    • Enter your Client ID and Password.
    • Click on the Register Now button.

If you have skipped this window by clicking on Go to Demo, you will need to register your program using the following steps:

  • Note: You can not register your program if you are in Demonstration. Click on File > Other Databases > Default Database menu option.)
  • Click on the File > Registration menu option.
  • Enter your Client Id.
  • Click on Register NOW!

 

  • Click on the Yes button to the Confirm message:

 

  • In the Website Password window, enter your password (usually your first name).
  • Click on the OK button.

 

Step 4: Restoring your Data

We will now restore the Backup from your old computer into your new Stockbook.

  • Ensure you are in the correct livestock type (Select F5) and society (select F7).
  • You will also need to ensure you are working in either the default database or your own database. Go to File > Other Databases, select Default Database. 
  • Click on File > Restore Database menu option.

 

NOTE: Please do not be concerned that an 'Error' message will be displayed if you do not have a disc inserted into the Drive "a" of your computer. Inset the disc and click 'OK' otherwise click 'Cancel' and choose another means to save your restore.

  • In the Backup/Restore Utility window, you can either Get backups from
    • Option 1: Data Warehouse
    • Option 2: a local folder ...

Option 1: Restoring from Data Warehouse

  • Click on the Data Warehouse radio dial.
  • Click on the Restore button.

 

  • To Login, enter your Practical Systems Client Code and Password.
  • Click OK to continue.

 

  • In the Select file to restore ... window
    • The available backups will be listed, click on the backup to highlight.
    • Click on the OK button.

 

  • Click OK to Information message: ' The File has been successfully downloaded from the server.'
  • Click Yes to the following Confirm message:

  • Click OK to Information message: ' Restore completed'.

 

Option 2: Restoring from a local folder ... (e.g. USB)

  • Plug your  USB or external device into your computer.
  • Click on the a local folder... radio dial. (Backup is saved to an external device, e.g. USB)
  • Click on the Restore button.
  • Click on the yellow folder icon to browse for your external device

 

  • Find your USB in the file explorer in Computer or My Computer.
  • Click on the OK button. This will take you back to the Backup/Restore Utility window.

 

  • The available backups will be listed, click on the backup to highlight.
  • Click on the Restore button.

  • Click Yes to Confirm message:

 

  • Click OK to Information message: ' Restore completed'.

 

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