Platform

Moving a database to a new location

The easiest way would be to copy and paste the entire data folder from the current computer to the same location on the new computer. Alternatively, you can also mark and export the clients and then import them into the new computer.
Note: Copying the data folder will also copy the backups and ELS files. Exporting/Importing will only copy the clients and their documents.
Method 1: To copy the data folder (recommended method):
  1. Locate the data folder on the current computer. The default path is C:\ProgramData\Software Assistant\Assistant\Data. You can check your location by going to Options and Directories in Assistant.
  2. Connect a USB flash drive.
  3. Right-click on the data folder and select Copy.
  4. Navigate to the flash drive, and right-click to select Paste.
  5. Insert the flash drive into the new computer.
  6. Copy the data folder from the USB flash drive to Assistant’s existing data folder on the new computer. Select Yes  when asked to overwrite the existing files.
Method 2: To transfer the clients using export/import:
  1. Right-click on the client list and select Mark/Unmark clients.
  2. Select All clients and then Execute.
  3. Select File, Export data, and then Marked clients.
  4. Save the zip file to a USB flash drive.
  5. Connect the flash drive to the new computer.
  6. In Assistant, select File, Import data, and then Import exported clients.
  7. Locate the zip file that you saved onto the USB drive, and select Open.
  8. The clients will be automatically transferred into the client list.