| Backup & Transfer Data |
Data from an old system can be copied onto:
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- External Hard Drives
- Tape Drive
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Not all data is stored in My Documents. Some, like
Quicken, QuickBooks, Outlook, your address book and other special
applications store their data in data folders in the program folders on
your hard drive. These can be tricky to find.
If you are reassigning a system or disposing of it, it is
important to delete any data after you are certain you have copied
everything you need. Deleting the data and emptying the recycling
bin does not completely remove all traces of your data. The drives
either need to be wiped, reformatted or physically removed and
destroyed. More information on data backups can be found here:
Types of data to back up are: |
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- Accounting Data
- Pictures
- Marketing Materials
- Drawings & Plans
- Favorites
- Cookies (maybe)
- Downloaded applications
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- Email
- Address Book
- Archived Email
- Music & Videos
- Custom Data
- Reservations
- Menus
- Recipes
- Logs
- Templates
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- Office Documents:
- Word Documents
- Excel Spreadsheets
- PowerPoint
- Publisher Files
- Access Databases
- OneNote Notebooks
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The other information you need to copy or have for a new
system is: |
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- User Name & Password
- Network Settings
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- ISP Settings
- Online Account Settings
- Software Licences
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- Email Account Information
- Application User Names & Passwords
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The above information will reduce downtime
if you have it on hand when calling for support or if I come to your
office to assist you when you need help. Here is a link to help organize
this information:

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| Setup Steps |
- Remove hardware from boxes.
- Install any components or upgrades into the computer.
- Place equipment.
- Connect cables - power cable last using a surge protector.
- Power On.
- Activate Windows.
- Configure Security
- Configure networking.
- Configure internet connection.
- Configure Email.
- Install and configure utilities like Norton Internet Security.
- Register Windows and applications
- Download updates for Windows, utilities and applications.
- Delete any unused applications.
- Clean up desktop.
- Customize desktop and system in general.
- Setup and run regular maintenance tools.
- Complete testing
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| Notes: |
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| Software Installation |
Applications need to be installed from a CD, DVD or
downloaded from the internet. Where possible, purchase software on disk
and do not download it from the internet. This method will save time if
you need to reinstall. However, some businesses work with a home office
and the applications are only available by download. That is a different
case of course. |
| Connect to Network |
Your router or hub handles the communications from one
system to another. Using a surge protector or a battery backup
that supports ethernet connections for your router is a good idea. The
router will also handle wireless security.
A network may include a server or be a peer to peer network where
computers connect to each other on an unmanaged network. |
| Connect to Internet |
Dial up accounts require a user name, password and phone
number. Broadband connections require your account addresses, username
and password. Plan to contact an internet service provider (ISP) a week
before your system arrives if you are setting up service for the first
time. |
| Data Transfer |
Sometimes, your data will need to be converted from one
version to another if you purchased a new application version with your
new system. One easy example of this is with QuickBooks. In case there
is a problem with your new system and for testing purposes, people will
enter data into both the old system and the new one for a number of days
or weeks to prove that the new system is operating properly. |
| Software Updates |
As noted in the buying guide, it is critical to know if
your applications are compatible with a new operating system or version
of Internet Explorer. The Microsoft Vista Advisor may not be
capable of showing compatibility for custom applications or applications
where the manufacturer has not sent information to Microsoft.
Additionally, the cost to upgrade applications so they are compatible
with Windows XP or Windows Vista may run into the hundreds or thousands
of dollars. Consider this information when budgeting for new systems. |
| Data and Information |
It is advisable to have a copy of your backups off site
in case of emergency. This is also true of software licenses, user ids
and passwords and any other information necessary to put your business
back in business and online. |
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