Upgrading my system or adding new users.

   I have a new computer. I have reinstalled Pathagoras. What else do I need to do to reinstate Pathagoras to the same setup that I had on my 'old' machine.

or

   I am adding new users to my Pathagoras network. I want to point the users to the same Instant Database records, *Aliases* etc. as I have on the older installations.

 

Many users become anxious when they have to add a new computer to the network or switch computers to a fancier model. The situation is made worse when the change is involuntary (such as a crash and complete loss of data).

This outline is intended to get the Pathagoras side of your operations up and running as soon as possible.

Whether an upgrade, an expansion of the network, or the recover from a crash, the approach to installing/reinstalling Pathagoras, and restoring your files, will be similar. Keep in mind the following general concepts:

Your source files are, and always were, standard Word documents. They are, and always were, stored in standard Word/Windows folders.

Pathagoras does not 'own' any of your source files. It simply points to them. As a document assembly engine, it provides 'administrative support' in order for you to quickly locate and assemble documents, but its processing is strictly 'back end'.

So with the above two concepts in mind, you need not have Pathagoras foremost in your thought process as you make decisions regarding adding a new, or restoring a 'crashed', computer. It requires no predetermined setup. Pathagoras works from files wherever you decide to put them.

   So, when you add a new computer to your network, or restore a system after a crash, you need only restore your substantive clauses and documents to a location where you know how to find them. (Of course, it likely will be easier to maintain for the new or restored computer the same configurations you had on the old computer, but that is true irrespective of Pathagoras.)

   Once you have put the new computer on line, or restored the old computer from a crash, (re-)install Pathagoras. Then point the various Pathagoras element (books, Instant Database records, *Aliases*, etc. to the location where the files actually reside. The checklist on the following page of this Manual may be of help.

   If you adding a new computer to your network and want to point to the same locations where other existing computers now point, just open up the setting screens of the existing computers and see where they now point. Then just mimic those settings. (Of course, if the files are not in the same relative location, then you will have to re-point your books to the new location.)

   If you own a single license, and are transferring your license from one computer to another, you can use the Backup features of Pathagoras to copy your setup files to (let's say) a thumb drive, and use the Restore features to move them onto your new computer. The assumption here is that the 'substantive files' for you document assembly system are in the same relative locations on your new computer as they were on your old computer.

Definitions:

  Substantive files: Here, we mean your source documents, the letters, clauses, forms and other text that you assemble when you invoke Pathagoras' document assembly features.

  Administrative files: These are the help files, dictionary files and other files stored in the "C:\Program Files\Pathagoras" folder, including the 'pointers' for your collections of Libraries and Books, SmartPaths and DropDown Lists. Other files can be stored here as well.

   Instant Database files: These are by default stored in  "c:\program files\Pathagoras\IDBS". However, many networked users choose to store these files on the server or other common location. Be sure to re-point them to the server is such is your case.

  Registry settings: Just like with other programs, Pathagoras stores a myriad of 'default' and 'user-personal' settings in the registry. You normally do not have to worry about what Pathagoras stores there, but just know that when you check a box or radio button to tell Pathagoras what to do on a long-term basis (a 'default'), you choice is recorded in the Registry.

Re-pointing:

Check out Pointing and Re-pointing.

If you have the Networked version of Pathagoras, the process of adding and changing computers is made much easier, but does require the use of (and creation of, if it doesn't now exist) the Common Profiles Path ('CPP').

The process is easy:

(1) install the program on the new machine from the original source.

(2) connect to, and register with, the Common Profiles Path ('CPP'). Then, download the profiles and libraries that hopefully have been previously saved there.

   Note: If a CPP has not yet been set up, you should so now. That way information can be uploaded from your old machine to the CPP before the switchover is made.

Using the CPP, the data from your old computer can be preserved by uploading it to the CPP.

Once the new machine is put on line, download the settings from the CPP and be up and running.

   Setting up the CPP is done following the steps on this page of the Manual:

http://www.pathagoras.com/help/index.html?enabling_the_network.htm

   If the CPP has not previously been created, you will need a networking unlock code. Call or write us for that information if you do not still have it. (It was provided in the email that accompanied your initial purchase.)

If the CPP has been created, but the latest profiles and libraries not stored there, just go to the Utilities/Settings screen, click Network Files and then upload the Local Profiles and Libraries to the CPP.) Then, after the new computer is 'up and running,' perform steps (1) and (2) above.

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