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1.7. Transferring Standalone Software 5.x to a New Computer

Disponible en español: Cómo transferir software de Palisade 5.x (Standalone) a un nuevo equipo
Disponível em português: Como Transferir um Software Independente 5.x da Palisade para um Novo Computador

Applies to: All standalone (non-networked) Palisade software, releases 5.x
(Please see Transferring Standalone Software 6.x/7.x to a New Computer for 6.x/7.x standalone, Transferring Palisade 5.x Concurrent Network Software to a New Server for 5.x networks, and Transferring Standalone Software 1.x/4.x to a New Computer for standalone 1.x and 4.x releases.)

How can I transfer my Palisade software, standalone release 5.x, to a new computer?
or
How can I preserve the license while I reformat my computer or install a new version of Windows?

The procedure for transferring between computers is the same as the procedure for reformatting a computer. If you are reformatting, just think "before reformatting" and "after reformatting" when you read "old computer" and "new computer" below.

The transfer is a three-stage process: deactivate the software on the old computer (or before reimaging the computer), install the software on the new computer (or after reimaging), and activate the software.

Transfers can be done just once in 90 days. If you need to use the software only briefly on a particular computer, just install it and use it for up to 15 days as a trial, no more than once on any computer. Just click "Close" when the activation dialog appears, and you have full functionality.

Caution: Before you transfer, check the versions of Excel and Windows that are compatible with your Palisade software. If your new computer does not have compatible Windows and Excel, please contact your Palisade sales office to obtain a software upgrade.

Deactivating the software:

Caution: A given Activation ID can be deactivated only once in any 90-day period. If you try to deactivate a license less than 90 days after the previous deactivation, it will become unusable.

Currently, a bug in the Flexera database code prevents automatic and Web deactivations of version 5.x licenses. Therefore, we are currently processing all 5.x deactivations in Tech Support at no charge, whether you have maintenance or not. Deactivation can be automatic or manual, depending on your computer's connection to the Internet. This procedure covers both possibilities:

1. Run the software on the old computer, and in the menu click Help » License Activation. (If you have already uninstalled the software and it is still activated, unfortunately you will have to reinstall it so that you can deactivate it. If the old computer is broken, so that you cannot deactivate the software, please contact Technical Support. You may need to upgrade to our latest version to put the software on your new computer.

Note: The software can't be run via remote login. However, if you have version 5.7, you can deactivate it via remote login. Click Start » All Programs (or Programs) » Palisade DecisionTools » Palisade License Manager.

2. Write down the Activation ID that is displayed, unless you already have a record of it.

Caution: As soon as you confirm that you want to deactivate, by clicking OK to the prompt, the software becomes unusable on this computer and cannot be activated on any other computer. The only way to make the license available for activation again is to finish the deactivation procedure.

3. If you're connected to the Internet, click Automatic Deactivation and then OK. In a few seconds you should see a message that the deactivation was successful. Skip step 4 and continue at step 5.

4. If you're not connected to the Internet, or if the Automatic Deactivation fails for any reason, you'll need to do a Manual Deactivation:

  1. Click Manual Deactivation » OK » Save Request File. Save the DeactivationRequest file to your desktop or another location where you can find it. A message will tell you to email the deactivation request file; click OK and attach the request file to an email to Palisade Technical Support. We will process the deactivation and send you a new Activation ID for use on the new computer. (Ordinarily, a new Activation ID would not be needed, but because of the database bug we have to create one when you send us the deactivation request file.) but don't email anything. Don't close the Manual Activation [Deactivation] window.
  2. Visit our Manual Activation/Deactivation Web page. Click the Browse button and browse to your request file, then click Submit Request File.
  3. You should get a status of OK. Click Save Response File, and save the response file to your desktop or any convenient location. Come back to the Palisade software on your computer, and click Load Response File and Deactivate Now. Browse to the response file and click Open. You should then see a pop-up, "Manual Deactivation successful". Close the License Activation window.

5. After you follow this deactivation procedure on your old computer, you can uninstall the software in Control Panel » Add or Remove Programs or Programs and Features (requires full administrative rights), or leave it installed but inactive.

Installing the software:

6. If the software isn't already on your new computer, install it. This requires full administrative rights: right-click the installer and select Run As Administrator. During install, leave the box for Activation ID blank. We recommend that you make sure that the software works in its new installation, and then activate it as a separate step.

If you need an installer, please contact Technical Support. Include your serial number in your email so that we can send you the correct installer.

Activating the software:

7. When you launch the software, as a trial version, it will display a trial prompt, giving you the choice of Purchase Now and Continue with Trial. To activate the software, click Purchase Now; you won't be charged any money. (If you're already running the software, click Help » License Activation.)

8. The Palisade License Activation dialog will pop up. Check the Product and make sure it's the right one for your Activation ID. Enter your Activation ID.

9. If you're connected to the Internet, click Automatic Activation and enter your original activation ID. In a few seconds you should see a message that the activation was successful. With that, your transfer is complete.

10. If you're not connected to the Internet, or the automatic activation fails for any reason, you'll need to do a Manual Activation:

  1. Click Manual Activation, and on the next screen click Save Request File. Save the request file to your desktop or any convenient location.
  2. Visit our Manual Activation/Deactivation Web page. Click the Browse button and browse to your ActivationRequest file, then click Submit Request File.
  3. On the next screen you should have an OK status. (If not, please read the error message and take corrective action, then start the activation again.) Click Save Response File, and save the file to your desktop or any convenient location. Notice the file name. If it's ResponseConf, continue with step d; if it's ResponseAct, jump to step h below.
  4. Come back to the Palisade software on your computer, and click Load Response File and Activate Now. Browse to your ResponseConf file, and click Open.
  5. You will get a pop-up, "Manual Activation Successful", but the activation is not complete. (The first activation on a new computer needs two request-response cycles.) Click OK and then click Manual Activation again, then click and save the new file. Windows may ask whether you want to replace the previous file; click Yes.
  6. Go back to the Manual Activation/Deactivation Web page. Click the Browse button and browse to your ActivationRequest file, then click Submit Request File.
  7. On the next screen you should have an OK status. (If not, please read the error message and take corrective action, then start the activation again.) Click Save Response File and save the file, which will be called ResponseAct.
  8. Come back to the Palisade software on your computer, and click Load Response File and Activate Now. Browse to your ResponseAct file, and click Open.
  9. The pop-up says "Manual Activation successful." Click OK, then Close. This concludes your license transfer.

Please keep track of which Activation ID is activated on which computer. Your records are a critical part of managing your licenses.

Additional keywords: Move license, Move software, Transfer license

Last edited: 2017-05-03

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