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Portal Setup Instructions - for an Upgrade

1) Save your S2winPortal.exe and Systems2winInstall.exe files in a permanent location

Be sure to archive or destroy ALL copies of earlier versions - so that you don't accidentally install an old version in the future

2) Install S2winPortal.exe to any temporary folder  

Do NOT overwrite your original S2winPortal

3) Optional personalization

bulletYou can optionally choose to personalize some templates and/or your portal
If you have already personalized any of your existing templates, follow the Tips for upgrading your Systems2win templates from an old version to a new one
bulletYou can optionally choose to remove some templates that you don't want to distribute to your users
If you have already removed some templates from your existing portal, you might want to remove those same templates from your new portal
bulletYou can optionally choose to add some of your own templates that you want to sync to your users
If you have already added some of your own templates to your S2winSync folder, be sure to copy them to the S2winSync folder in your new portal

4) Move your S2winPortal to its permanent location

Option A) Overwrite your existing portal and templates

Recommended if:

bulletYour upgraded templates have the same primary version number as your old ones
(e.g. every time you purchase a license for more users, you get a free upgrade for all the templates you currently own)
If you are just purchasing more templates without adding more users, then follow the instructions for how to install an Options Upgrade
bulletYou are upgrading to a new version, and don't want to confuse your users with multiple versions of templates
If you have personalized some templates, follow the Tips for upgrading your Systems2win templates from an old version to a new one.
If you want to keep a few of your old templates exactly as they are, you can automatically distribute and store them in the S2winSync folder in your new portal.

How to:

bulletUse My Computer to delete the old folders and templates.
Do NOT just copy over top of the old folder without first deleting the old files & folders.
That would overwrite files & folders of the same name, but would leave remnant files & folders that might mess up your new portal.
bulletMove your new S2winPortal from its temporary location to the exact same place where the old one used to be.
(so that users' browser Favorites bookmarks will still work)
bulletHave your IT Dept ensure that your S2winPortal folder is still Read Only for most users.
(so that users don't accidentally overwrite your master templates)
bulletIf you have multiple copies of your portal, repeat.
(it is generally a bad idea to have copies of your portal on multiple servers, but might be justified in unusual circumstances)

Option B) Establish a new portal - rather than overwriting your old one

Recommended if:

bulletYour upgraded templates have a higher primary version number than your old ones
(e.g. you are upgrading from version 5 to version 6)
bulletYour older version has a license for unlimited users
By establishing a second new portal and still keeping your old portal, everyone in your licensed company, division, or location can continue to use your Version 5 or lower templates for unlimited years, while your new per seat licensed users move forward with the new version.

How to:

bulletUse My Computer to move your new S2winPortal from its temporary location to its permanent location
Important consideration for compliance with your License Agreement:
Ensure that your portal is installed in a server folder that is accessible only to your licensed users
bulletHave your IT Dept ensure that your S2winPortal folder is still Read Only for most users.
(so that users don't accidentally overwrite your master templates)

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All rights reserved. No portion of this website may be reproduced or distributed outside of licensed users without written permission.
See License Agreement to learn about cash rewards for reporting unauthorized piracy of Systems2win templates or training.

Tips for printing web pages (like this one)
Option 1) Print in landscape. Internet Explorer - File > Page Setup > Landscape.
Option 2) Print the web page as a PDF file, (which can then be easily printed).  Training: How to download and use free PDF writing software
Important:
Any document created using a Systems2win template that is distributed outside of your licensed usersmust be in a non-editable format, such as printed paper or a PDF

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