If you're moving from an Online/Express solution to your own locally hosted database read the following for some top tips and things to check to make the move a seamless one.
Log In Details
If you've moved from Express then the method in which you access PPS will have changed and you'll need new login details. When the support team complete your transfer they'll send the administrator login for your system through to your registered email addresses. With this login the administrator can reset/allocate passwords to anyone else who may need access as per the details in this guide.
You'll need to set up some method by which PPS can send your emails. This can be via your locally installed, MAPI compliant email program or via your SMTP account. Details of setting this up can be found here.
Now you're locally hosted other workstations will need to connect to and access your PPS database via your local network. We recommend and support a wired network connection with a minimum 1Gbps speed. This is applicable to the server and all client machines accessing the database. Once your local network is in place you can find details of installing and linking PPS on networked machines here.
We recommend speaking to your IT team about backup plans ready for hosting your local database. Databases below 6gb can use the PPS backup facility or you can employ a dedicated resource to keep a secure copy of your database, or simply copy the PPS-Database folder in its entirety. Please ensure that any program you use to run backups does not use PPS files as you are accessing the system; when another program accesses PPS files as they are in use corruptions can occur which can cause major issues with your data.
You can find our system requirements page here.