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Here is a list of transfer methods for moving EdiSoft to a new machine.
Note: We recommend performing a full backup to an alternative media before moving Edisoft to a new location.
Note: Keep in mind that if you use EDN's you will have digital certificates on an existing machine. The Authorised Officers (AO) digital certificate should be backed up and moved to a new machine so you are able to access Verisign in future.
Note: When transferring EdiSoft you can transfer using a USB Stick or via the Network, or any method that you wish. (Note, if burning to CD when extracting back off the CD the files may be marked as read-only. Please ensure that you turn off read-only attributes if using CD to move or restore data).
For Server Setups
Server setups are when the files are located on one machine, and there are other machines that use Edisoft. This can be either when a dedicated file server is being used to host the files, or when two computers are sharing the same Edisoft information. (Peer-Peer Network).
On the Server
| 1. | Move the Woodwind directory and contents from the old server to the new server. |
| 2. | Ensure that the Woodwind Directory is shared, or uses are able to access the new location across the network. (The share must have Full Access and not just read permissions too). |
| 3. | Ensure that the Woodwind folder and contents (including subdirectories) has permissions set for full access. (Read/write permissions isn't enough) For more information see the Permissions section in the Appendix of the Edisoft manual. |
On the Workstations
| 1. | Using File explorer on the workstation, locate and navigate to the woodwind directory on the server. |
| 2. | Run the Runlocal.exe file (Note: if you are running Vista you will need to right click and choose "Run as Administrator") |
| 3. | After the setup process has finished run Edisoft. (Note: if you are running Vista you will need to right - click and choose 'Run as Administrator' for the first time!). |
| 4. | Repeat steps 1-3 for all other computers. |
| 5. | Once you have finished the transfer and confirmed that everything is working correctly you can remove EdiSoft from the old server if not yet done to avoid confusion. |
For Single Installations / Standalone Transfer
Single Installations are when Edisoft only runs on one computer, and the files are stored on the same computer. No network activity is included.
| 1. | Move the Woodwind directory and contents from the old server to the new server. |
| 2. | Ensure that the Woodwind folder and contents (including subdirectories) has permissions set for full access. (Read/write permissions isn't enough) For more information see the Permissions section in the Appendix of the Edisoft manual. |
| 3. | Run the Runlocal.exe file (Note: if you are running Vista you will need to right click and choose "Run as Administrator") |
| 4. | After the setup process has finished run Edisoft. (Note: if you are running Vista you will need to right - click and choose 'Run as Administrator' for the first time!). |
| 5. | Edisoft should now be moved to the new computer. Once you have finished the transfer and confirmed that everything is working correctly you can remove EdiSoft from the old server if not yet done to avoid confusion. |
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