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Replacing or Upgrading Standard Conveyancer™ Workstations or Servers

There are a number of configuration issues and settings that must be taken into account when upgrading or replacing computers or servers running Standard Conveyancer (SC). When planning any such work, you or your networking consultant should call us well ahead of time to ensure minimal disruption.

This memo is an outline of the issues involved when upgrading SC workstations or servers, not a comprehensive guide. It is meant only to give you a preliminary list of issues that need to be dealt with in conjunction with Standard Solutions Technical Support.

General considerations for all upgrades and replacements: Whenever you move SC to a new server or workstation, or operating system, the program will prompt you for an authorization code when you attempt to start it. Please bear in mind you can only get an authorization code from Standard Solutions during business hours (9:00 A.M. to 5:00 P.M.) unless you make other arrangements with us ahead of time.

In all cases we need to know the entire mix of operating systems on the network to ensure your SC is configured to compensate for inconsistencies between operating systems and the various versions of Microsoft Word. There are many potential issues when mixing Microsoft operating system versions.

Your office uses pcAnywhere with a modem or TCP/IP connection for Standard Solutions to do remote service. It is imperative that this connection capability not be disabled during any upgrading or replacing of computers. This is exactly the time when you are most likely to need remote service. If upgrading to a new operating system you may need to upgrade your copy of pcAnywhere as well.

Please also keep in mind that it is vitally important to have good backups of your data before attempting to move programs or upgrade workstations.

Moving files when replacing the server (network installation) or replacing the computer (single-user installation): Most of the SC files reside on your server, unless you are using the program on a single stand-alone computer. Your "server" may be a dedicated server or may be one of the workstations running the program (a peer-to-peer system).

If you are moving the SC files to a new server, or onto a new single stand-alone computer, the following folders must be moved: c:\sc and c:\wp51. If you are using SC with Quicken for automated check writing, you may also need to locate the Quicken data and move that as well. While copying, you must not be running SC, Quicken and any backup programs on any of the workstations or on the server, or you may lose data.

When you move data onto a new server or stand-alone computer it must be copied to the exact same file location as the old. Also, the server location where the files are copied to should be mapped on your workstations as the same drive letter as the old server location. This will eliminate the work of reconfiguring all the internal SC settings on each workstation individually.

Configuration settings when replacing a network workstation or a single stand-alone computer: When replacing a computer, there are several configuration settings to be transferred from the old to the new workstation. These include environment variable settings, stored in autoexec.bat or in the System Properties, which are unique for each SC workstation on your network. These settings need to be in place, and the computer needs to be rebooted, before attempting to start SC on the new workstation. There are also settings needed in the config.sys or config.nt files. Also, often on Windows 2000 or higher the command.com file needs to be copied into the root directory.

Upgrading operating systems on a network workstation or on a single stand-alone computer: When migrating to a new operating system (either on an existing computer or when replacing a computer) you need to be concerned with the same configuration settings as if you were replacing the workstation. Even if the settings are preserved during the operating system upgrade they may need to be changed due to differences in the operating systems.

Additional issues for printing: If you print SC documents from Microsoft Word (97, 2000, or XP), Word macros need to be enabled. If you need to print SC documents to a network printer from WordPerfect 5.1, a printer port needs to be captured or a "net use" for the printer needs to be set. This should generally be done, if possible, even if you are not planning on printing from WordPerfect. In addition, if migrating to a new computer or operating system there are internal SC printing settings that may need to be adjusted.

 

 

 

 

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