Rank: Administration
Posts: 255
Thanks: 3 times
Was thanked: 11 time(s) in 11 post(s)
|
If you are coming upon this posting and have a working copy of Toolkit 6, please take a look around the forum for Support Ticket 7; it will give you a nice set of steps on how to get your data from one working copy of the program to another. If however you are here because one copy is not working and you need to get your data to a new copy, then by all means, please pull up a chair, and continue reading.
Backing Up Your Data
- Go to Start > My Computer (shortened to Computer in recent copies of Windows)
- This will open a window showing all of the drives your copy of Windows know about.
- Open the C: drive (also sometimes called Local Disk C). From there, open Program Files > ICLUBcentral > Toolkit 6
- In the Toolkit folder, look for files that have .mdb and/or .ldb at the end.
- The database file is usually named TK.mdb, while TK.ldb keeps track of what portfolios you have set up. If you have made a new copy of your database at some point, the TK.mdb file may may have a series of numbers as part of the name. If you aren't sure, take the same steps for all .mdb and .ldb files.
- If you don't see anything with those extensions at the end, click on Tools at the top of your screen. Then click Folder Options. (In Windows Vista, click on Organize at the top of your screen. Then click Folder and Search Options.) This will open a new window. Click the View tab in this new window.
- Look down the list for Hide Extensions for Known File Types. Uncheck it and click OK. You should now see the extensions .mdb and .ldb on some of the files.
- Once you have the .mdb files showing, take the following steps:
- Right click on the file, and choose Copy
- Minimize the window
- Right-click on the Desktop, and choose Paste
Now from here, you'll need to get the data on to a CD, or USB drive, or something else portable that you can move from one computer to another. For most copies of Windows this will be pretty easy. That said, lots of drives will have their own software, or specific setup, as always, check any documentation that you may have.
Copying Data off the Computer
- Make sure that your CD, USB, or portable drive is set up, or plugged in.
- Right-click on the file and select Send To (If you copied both a .mdb and a .ldb, you can repeat the following steps for each file separately)
- Select the CD, USB, or portable drive you want to use.
- If you are using a USB or other portable drive, this should take a second or two, and you will be ready to go; if you are using a CD, Windows will normally take you through a few steps to make sure that the information is copied on to the CD. Once this is done, you should be able to remove the CD.
- If you haven't done so already, make sure that you have installed, registered and updated Toolkit on the new computer before you get any further.
Getting Data Into the New Computer
- Make sure that your CD, USB, or portable drive is set up, or plugged in.
- Go to the Start menu, and select either Computer or My Computer
- When this opens, you will see a list of all the drives connected to the computer; double click on the one for the CD or USB drive that you are using. If you're not sure, a quick double-click will open the drive and show if there's anything there.
- Once you have the drive open, right-click on the file, and choose Copy. As with the steps for backing up, you can repeat this process if you have both the .mdb and .ldb files.
- Go to Start > C: > Program Files > ICLUBcentral > Toolkit6
- Note, if you have a 64-bit copy of windows, you will want to go to Start > C: > Program Files(x86) > ICLUBcentral > Toolkit6
- Click Edit, or Organize, and choose Paste.
- Windows will usually ask if you want to copy over the existing file; choose yes.
- Once the computer is done copying the file(s) you can open Toolkit, and use all of your existing information.
Entering your subscription information again
(This is only required if you have not already entered the information in the new copy of Toolkit)
- Open Toolkit and select Options > Preferences > File Locations > Select Data Subscription
- Select the BetterInvesting or the ICLUB option, and enter your login and password;
If you select ICLUB, you should enter your StockCentral login, even if Toolkit shows a box for an email address.
For BetterInvesting, your ID will usually be your member number.
- If you aren't sure what these are, contact whoever you have the subscription with:
ICLUBcentral - 1-877-334-2582
BetterInvesting - 1-877-275-6242
|