How to transfer software and data to person taking over duties

How to Transfer BLS Software from the Outgoing Secretary to the Incoming Secretary

Step 1: Complete the License Transfer Form

1. Download the License Transfer Form:
   • Download the form from the provided link.
2. Complete the Form:
   • The outgoing and incoming secretaries need to fill out their respective portions of the form.
   • Both people must sign the form.
3. Payment Information:
   • Complete the payment information, if applicable.
4. Submit the Form:
   • Scan the completed form and email it to transfers@cdesoftware.com.
5. Wait for Processing:
   • Wait until the license transfer is processed and the incoming secretary receives their new serial number and license registration.

Step 2: Tasks for the Outgoing Secretary

1. Backup Leagues:
   • Open BLS and go to Maintenance > Backup > League. Backup each league to a portable USB drive.
2. Backup System Files:
   • Go to Maintenance > Backup > System files and save them to the portable USB drive.
3. Backup Local Awards:
   • Go to Maintenance > Backup > Local Awards and save them to the portable USB drive.
4. Backup Common CDE Files:
   • Go to Maintenance > Backup > Common CDE Files and save them to the portable USB drive.
5. Remove Registration:
   • Go to Options > Registration > Clear All Registrations to remove the BLS registration.
6. Uninstall BLS:
   • BLS can now be uninstalled from the computer.
7. Transfer Materials:
   • Give the USB drive, along with any BLS manuals, CDs, or USB materials, to the incoming secretary.

Step 3: Tasks for the Incoming Secretary

1. Install BLS:
   • Install BLS using the materials provided or download the latest version directly from the CDE Software website.
2. Register BLS:
   • Register BLS using the new registration details received (do not use the old secretary’s registration).
3. Restore Leagues:
   • Go to Maintenance > Restore > League and restore each league from the portable USB drive.
4. Restore System Files:
   • Go to Maintenance > Restore > System files and restore them from the portable USB drive.
5. Restore Local Awards:
   • Go to Maintenance > Restore > Local Awards and restore them from the portable USB drive.
6. Restore Common CDE Files:
   • Go to Maintenance > Restore > Common CDE Files and restore them from the portable USB drive.