Migrating EMC QuickScan Pro settings from one PC workstation to another

This procedure is useful for several reasons:

1) Backing up QuickScan Pro (QSP) and Desktop Client Settings from scanning PC as part of your disaster recovery and continuity.

2) Purchasing additional licenses of QuickScan Pro and migrating settings and QSP profile configuration between your existing QSP workstation and a new PC.

Procedure: This entire procedure should take less than 10 minutes.

Install FileHold Desktop Client and Brava Viewer

1) Install QSP 4.7 and license it with correct license code as shown above on the new workstation.

2) Install FileHold Desktop Application with Brava viewer, and then set user account and FileHold Server URL in connection options.

3) Login as a user with Library Administration (or higher) credentials.

Working / Scanning Folder Migration:

4)  Make sure all existing QSP batches are imported into FileHold. You do not want to copy over half done batches or information that might be imported again. Then copy over the C drive or D drive based Scanning folder from an existing QSP workstation to a safe place - this scanning folder is usually on the C: drive of the existing scanning PC.

• After copying this folder - make sure all XML files and PDF files are cleaned out of all folders and sub folders - you don't want to duplicate batch imports.
• You can find out this location by looking at an existing batch scan profile in QSP to see where the images and PDF's are being stored for each batch.

QuickScan Pro Profile Migration:

5) On your newly installed QSP workstation, go to Manage Profiles within QSP on the new workstation and move all profile folder contents to a new temp folder on the desktop. You won't need these.  These are samples, and you will be copying in existing profiles from your other workstation. You can delete these from the system once this procedure is successfully completed.

6) Then go to existing QSP workstation where scanning occurs. Copy all profiles from existing QSP workstation over to the new workstation's QSP Manage Profile folder where QSP is installed.

• After launching QSP, click Tools > then > Manage Profiles.
• Copy in all profile settings - now your QSP settings for each batch are migrated.
• Please note, if your scanner model # is different on this new PC, you will have to adjust this for each batch profile.
• Close and Exit out of QSP completely.

7) Relaunch QSP on new workstation. If all steps were followed, you will now see the profiles from your other QSP workstation appear in the new Batch list in QSP.

FileHold Desktop Application - Manage Imports - XML Settings Migration

7a) Go to the user profiles folder on the new scanning PC for the FileHold Desktop Client (FDA) app settings - you will find this in the following path in most Windows operating systems.

• You may need to turn on hidden files and system folders/files in your Folder options to see this Settings folder.
• Someone from your IT department or help desk may need to help you with this if you are unable to find it.
• Ensure the FDA is not running or logged into FileHold. The FDA icon should not appear on your system tray.

Windows XP Example - where the Import .XML files are stored

C:\Documents and Settings\All Users\Application Data\FileHold\FDA\Settings

Windows 7 Example - where the Import.XML files are stored

C:\Users\All Users\FileHold\FDA\Settings

Screenshot of Windows 7 location - with sample .XML file

 7b) Copy the .XML files found in this location in the existing PC or from the backup as shown above into this folder to the corresponding location on the new PC.

• These XML files store the settings for each individual FileHold import files that are displayed in the FileHold Desktop Client's Manage Import tool.

8) Launch the FDA and login, you should now see in Manage Imports - the migrated import files

•  It is a good idea to double check all path settings in QSP and FDA Manage imports to make sure all are pointing to the right location if any trouble occurs.
• Occasionally, our document management system customers move the scanning folder that was originally located on a C drive to a D or other Drive path drive but then forget about update the QSP batch settings or the FileHold Desktop Client : Manage Import settings first!

9) Test all scanning profiles in QSP and associated imports in FileHold Desktop Application.

Once completed - we recommend making a backup of all 3 areas on the new scanning PC, and performing regular backups of these areas. Each customer is responsible for maintaining and backing up these locations.