99.9% of all issues that arise as a result of upgrading can be attributed to a simple failure to adjust a file or folder pointer. The main thing you want to keep in mind when upgrading is that Pathagoras 'owns' none of your files. It merely points to them.
Unless otherwise noted, the steps below should be performed regardless of whether you are upgrading or adding a new user. (It is assumed that the computer that is to receive Pathagoras already has a valid copy of Microsoft Word installed.):
o If upgrading to a new computer, copy from the 'old computer' to the 'new' all folders which contain documents you regularly use with Pathagoras. We recommend that you keep them in the same relative location. This makes the transition easier. This is not, however, a 'requirement' and you can place the documents in any folder desired.
o If upgrading to a new computer, copy from the 'old computer' to the 'new' the administrative folders that are unique to Pathagoras. These are typically located in the folder called: "C:\program files\Pathagoras" (If a 64 bit computer, the files will be located in the "C:\program files (x86)\Pathagoras" folder.) We recommend that you copy the entire folder 'intact' and place in into the same relative location on the new computer.
o Install a 'full license' version of Pathagoras to the new computer. (An upgrade or a beta version that you may have earlier been provided will not work. You will receive error messages. Contact Pathagoras if you need to obtain a 'full license' version.)
o Check the pointers to your various books in your Libraries. Adjust if needed.
o Check the pointers to your Instant Database records. Adjust if needed.
o Check the pointers to your *Alias* file. Adjust if needed.
o Recreate/repoint any DropDown Lists require 'fixing'.
o Confirm/reset your Parent Path settings.
With all settings checked and confirmed, you should be ready to roll.