How to transfer software and data to person taking over duties

Products > BTM > BTM-2023 > Installation
To transfer the software from the outgoing secretary to the incoming secretary, do the following:

  1. Download the license transfer form from here and complete the outgoing secretary's portion and the incoming secretary's portion.  Both people must sign the form.  
  2. Complete the payment information, if it applies.
  3. Scan the form and email to transfers@cdesoftware.com or fax to 206-937-6262.
  4. Wait until the license transfer has processed and the incoming secretary has received their new serial # and license registration.
  5. The outgoing secretary does the following:
    1. Open the program and go to Maintenance > Backup > Tournament and backup each Tournament to a portable USB drive
    2. Backup the system files by going to Maintenance > Backup > System files and place on the portable USB Drive
    3. Backup the Local Awards by going to Maintenance > Backup > Local Awards and place on the portable USB Drive
    4. Backup the Common CDE Files by going to Maintenance > Backup > Common CDE Files and place on the portable USB Drive
    5. Remove the registration for BTM by going to Options > Registration > Clear All Registrations
    6. BTM can now be uninstalled
    7. Take the USB drive to the incoming secretary along with any BTM manuals/CD/USB materials.
  6. The incoming secretary does the following:
    1. Install BTM from the installation materials or directly from our website to get the latest updates.
    2. Register BTM using the new registration received (not the registration the old secretary used).
    3. Open the program and go to Maintenance > Restore > Tournament and restore each Tournament from the portable USB drive
    4. Restore the system files by going to Maintenance > Restore > System files and restore from the portable USB Drive
    5. Restore the Local Awards by going to Maintenance > Restore > Local Awards and restore from the portable USB Drive 
    6. Restore the Common CDE Files by going to Maintenance > Restore > Common CDE Files and restore from the portable USB Drive 

Article ID: 3045, , Modified: 2/7/2023 at 5:01 PM

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