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Moving Systems Survey Maestro to Another PC

Eventually you may need to move your copy of Systems Survey Maestro over to another PC, while retaining all of your data. This is one of the most common questions I get asked on the phone. Moving Systems Survey Maestro, your license information and all of your patient and survey data over to a new PC is a simple and quick process - just follow the steps below.

If you are not comfortable following these instructions or are concerned that you might make a mistake, then print off these instructions and hand them to your PC support person. It should take them only a few minutes to complete this task.


First steps...


  1. You will need an external drive to save your data to - one that can be moved between the 2 PC's. Any USB flash drive or portable disk drive will do. You will need less than 100 meg of free space available on your external drive (a very small amount for today's drives).

  2. On both PC's, you must install the latest version of Systems Survey Maestro:
    http://www.surveymaestro.com/newversion.html

On your existing PC...


  1. Start Systems Survey Maestro


  2. Click on the Setup button (top of screen)


  3. Click on the Backups tab (bottom of screen)


  4. Click on the Change button so you can backup to your external drive


  5. Select the external drive letter


  6. Click on the Backup button


  7. Exit Systems Survey Maestro

Take the external drive you just backed up onto over to your new PC


On your new PC...


  1. Start Systems Survey Maestro


  2. Click on the Setup button (top of screen)


  3. Click on the Backups tab (bottom of screen)


  4. Click on the Change button so you can restore from your external drive


  5. Select the external drive letter


  6. Highlight the backup file


  7. Click on the restore button


  8. Exit Systems Survey Maestro


  9. Start Systems Survey Maestro.

    All your data will now be on the new PC, including your patients, surveys, practice information and registration.

Note: You should uninstall Systems Survey Maestro from your old PC so that you don't accidentally use the old copy.

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