How to: Transfer Jobs and License to New PC
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When it comes time to get a new PC, getting all your jobs and software transferred over can seem daunting; this How to will show you how to get all your jobs from the local storage on your old hard drive to the new local storage.
Things you will need:
1x External Hard drive/Flash drive (needs to have enough memory for all your jobs).
1x PlanSwift installed on both computers.
1. Plug in your external HDD/Flash Drive.
2. Open up your File Explorer (My Documents, My Computer, etc.)
3. Go to your computer and choose the Local 'C:' drive.
4. Go to Program Files (x86).
5. Go to PlanSwift 9.
6. Go to Data -> Storages -> Local -> Jobs.
7. Click the very first job so that it is highlighted, then press and hold the Shift key. While holding the Shift key, go to the right of the window and drag the bar all the way down to the bottom. While still holding Shift, click on the last job.
NOTE: DO NOT CLICK THE DATA.XML FILE.
With all the jobs (the folder icons) highlighted, and not the DATA.XML file, right click and move your mouse down to Copy, and select Copy.
8. Now go back to the left side of the window and scroll until you find your external drive (usually E: or F: depending).
9. Open the external, and right-click in the empty white space on the right. Move your mouse down and hover over the New bar; to the right will pop out another pane and you will click Folder.
10. Name the folder PlanSwift Backup.
11. Open the folder, right-click in the empty white space of PlanSwift Backup and click Paste.
12. Allow the files to copy over (depending on the number and sizes of the files, the time could take 5-45 minutes.)
13. Once the data transfer is complete, safely eject your drive (right-click on the USB Icon in the bottom right corner and eject drive).
14. Plug the USB drive into the new computer.
15. Open the External -> PlanSwift Backup and copy all the jobs again (right-click -> copy).
16. Go to the LocalC: Programfiles(x86)/Planswift 9/Data/Storages/Local/Jobs
17. Right-click -> Paste.
18. Allow the data files to transfer.
Once this is done, all of your jobs should show in the Local storage on PlanSwift.
To remove a license from the old computer and activate it on the new computer:
Old Computer
1. Open PlanSwift -> Click on Help at the top.
2. Copy your customer number on the right (if you don't already know it).
3. Click Remove license.
New computer
1. Open PlanSwift.
2. Enter Customer Number and PIN (if you don't know your PIN, PlanSwift support can look it up for you) on version 10.1 and prior.
or
Enter your My Account Email and Password for PlanSwift 10.2 and all future versions!
This completes the step-by-step instructions on how to get your jobs moved between computers.
From within the Software License Options section you can remove or activate your PlanSwift software license.
Remove Software License
1. Select the Software License Option button.
2. To remove your license, select the Remove License option drop-down button.
3. Click OK to confirm you want to remove your license.
4. Your license will be removed, click OK to close the window.
Re-enter Activation Code
1. Select the Software License Option button.
2. To re-enter your activation code, select the Re-enter Activation Code button.
3. To automatically activate PlanSwift, enter your Customer # and Pin # and then click Activate Now.
4. You will be shown the successful activation window. To close the window, click OK.
5. If you have troubles, you can manually activate PlanSwift by selecting the Manual Activation button.
6. Make note of your Computer ID.
7. Either click on the link or enter https://www.planswift.com/activate in your web browser to go to PlanSwift activation page.
8. On PlanSwift's activation page, enter your computer ID from step 6, your Customer # and Pin #.
9. Click the Next Step button to continue.
10. Select your license from the drop-down menu and enter the version of the PlanSwift software you have.
11. Click the Get Activation Code to get your code.
12. When successful, you will be given your Unlock Code. Make note of it before leave this page.
13. In PlanSwift, enter the Unlock Code you received in step 12 into the Activation code box.
14. Click the Activate button to activate your copy of PlanSwift.
15. When complete, click OK to close this window, or go to the online videos.