What to do when you get a new computer

What to do when you get a new computer

What to do when you get a New Computer

Transferring the Stockbook program and data from an old computer to a new computer

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:
  1. Enter your  Client ID and Password
  2. 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 button
  • 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 button  (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

  1. Find your USB in the file explorer in  Computer  or My  Computer
  2. 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'.
 

Article ID 1084