Transferring CostsMaster to a Different PC

This guide describes the recommended method for transferring CostsMaster to a different PC

The CostsMaster licence is tied to the machine it is installed on. It is therefore necessary to remove it from the old PC and later to add it to the new PC. To do this:

• On the old PC start CostsMaster. If it is already running ensure there is no unsaved work as this process will cause the program to close without the opportunity to save work.
• Go to the Help menu and select "About".
• In the window that appears make a note of your Access Key. You will need this later.
• Click the button labelled "Deactivate this licence". Make a note of the Release Code that is displayed. You will need this later.
• When you click OK the program will close. When it next starts it will be running in trial mode and can still be used fully in this state.

If you followed step 2 your settings, abbreviations, export phrases and dictionaries will have been backed up to a folder on your desktop called "CostsMaster Settings". If you did not follow step 2 then Start CostsMaster, go to the Options menu and click "Backup Settings". Then do the following:

• Copy the entire "CostsMaster Settings" folder to your new PC. It doesn't matter where you copy it as long as you can locate it on your new PC.
• On the new PC locate the folder you have just copied and open it.
• Double click the "install.bat" file. This will copy the settings files to their proper locations on your new PC.

Copy your CostsMaster files, forms program templates and export templates from the old PC. For details of how to locate them see this page.

We recommend copying them to the My Documents\CostsMaster Files folder with program templates and export templates stored in sub folders with those names. Wherever you copy them to make a note of the locations as you will need them in the next step.

• Start CostsMaster. Click the "trial button" to run in trial mode.
• Open the Abbreviations and Options windows and assure yourself that all your settings have been successfully copied from the old PC.
• Go to the Options menu, click on "Local Settings" then select "File Locations" from the left hand pane.
• If you copied your documents and templates to a different location to where they were on the old PC the paths displayed on the right hand pane will be showing the old locations. Use the "browse" button (with the folder icon) to locate the correct directory for each. When done close the Options window.
• Click the Open button and verify that it takes you to the correct location for your documents. Satisfy yourself that all your documents have been copied over from your old machine.
• Open a file then export it. If there is an error locating the template go back to the File Locations window and ensure the export templates path is correct.
• Go to the file menu and select "New From Template". Verify that the dialog opens at the program templates directory - it should have at least one file called default.dot - and if not go back to the File Locations window to rectify it.

If CostsMaster is running, close it. Start it up again but at the "trial" window click the "Activate" button. Make a note of the Activation Code.

Email with details of

• Your access key from the old PC
• The release code from the old PC
• The Activation code from the new PC