Appleton Ridge Technology Services, Inc.
Customer focused PC support &
education with personalized service.

John Fromer
Tel & Fax (207) 975-6995
Email: john@appletonridge.com

Installation, Integration, Connectivity and Data Transfer
Back

Backup & Transfer Data

Data from an old system can be copied onto:

 
  • External Hard Drives
  • Tape Drive
  • DVD-R/CD-R
  • Zip Drive
  • USB Drives
  • Network
 
  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: Backup

Types of data to back up are:
 
  • Accounting Data
  • Pictures
  • Marketing Materials
  • Drawings & Plans
  • Favorites
  • Cookies (maybe)
  • Downloaded applications
  • Email
  • Address Book
  • Archived Email
  • Music & Videos
  • Custom Data
    • Reservations
    • Menus
    • Recipes
    • Logs
    • Templates
  • Office Documents:
    • Word Documents
    • Excel Spreadsheets
    • PowerPoint
    • Publisher Files
    • Access Databases
    • OneNote Notebooks
  The other information you need to copy or have for a new system is:
 
  • User Name & Password
  • Network Settings
  • ISP Settings
  • Online Account Settings
  • Software Licences
  • Email Account Information
  • Application User Names & Passwords
  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: Notebook
Setup Steps
  1. Remove hardware from boxes.
  2. Install any components or upgrades into the computer.
  3. Place equipment.
  4. Connect cables - power cable last using a surge protector.
  5. Power On.
  6. Activate Windows.
  7. Configure Security
  8. Configure networking.
  9. Configure internet connection.
  10. Configure Email.
  11. Install and configure utilities like Norton Internet Security.
  12. Register Windows and applications
  13. Download updates for Windows, utilities and applications.
  14. Delete any unused applications.
  15. Clean up desktop.
  16. Customize desktop and system in general.
  17. Setup and run regular maintenance tools.
  18. Complete testing
Notes:  
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.
Back