Upgrading from WinTOTAL Aurora to TOTAL
This document explains how to upgrade from WinTOTAL Aurora to TOTAL, using the Aurora Transition Assistant.
Document 6001 | Last updated: 11/13/2017 RR2
If you've been using WinTOTAL Aurora, upgrading to TOTAL is a snap!
Because TOTAL is Aurora's successor, it can read all of your existing reports, your QuickLists, and more, right out of the box. It's ready to streamline and speed up your process whenever you are.
Follow these steps to move your reports, data, contacts, users, QuickLists, and images from Aurora to TOTAL.
Server Installations: TOTAL requires a TOTAL Server License in order to install as a network. If you do not already have a TOTAL Server License please click here to learn more or purchase one.
Before you begin, make sure that you have installed TOTAL. If you haven't installed TOTAL yet, click here and follow the steps to get TOTAL up and running. At the end of the install process, you'll be prompted to run the Aurora Transition Assistant — simply confirm that you want to run through the assistant. Then, return to this document and follow along.
If you launched the Aurora Transition Assistant from TOTAL's installation wizard, or if you already have the Aurora Transition Assistant open, click here to jump ahead.
At this point, the Aurora Transition Assistant opens — guiding you through the process of copying your information over to TOTAL. Click Next to begin.
Choose which Aurora users to move to TOTAL. Place a check in the box beside each user you want to import. Then, click Next.
If you're transferring a user from Aurora that already exists in TOTAL, the existing user's settings, signature, and QuickLists are overwritten with the information being transferred from Aurora.
TOTAL requires a password for each user. So, when users are moved from Aurora to TOTAL, a temporary password of password is assigned, with a temporary security question of 12345. We recommend that you change your password as soon as possible after using the Aurora Transition Assistant.
Choose how you want to create your photos database in TOTAL:
It's a good idea to leave the path for your photos database at the default location, but if you prefer to save it in a different location, type the path or click the Browse button to choose a new location in the Photo Transfer Options section.
If you choose to move or duplicate your photos database, additional options are made available that allow you to exclude unused and used photos that are older than a certain number of days. Adjust these options as needed and/or click Next to continue.
Choose whether you want to move all of your Aurora reports to the Shared Reports folder in TOTAL, or leave your reports in Aurora. If you choose to leave your reports in Aurora, you won't be able to open an Aurora report in TOTAL until you move it to a TOTAL folder. Once you've chosen to move or leave your reports, click Next.
Indicate whether you want to start fresh with your contacts database in TOTAL, or if you want to import your contacts from Aurora. If you're concerned about duplicate contacts, click Launch Aurora's Contact Cleanup to run the contact cleanup wizard prior to importing your contacts. When you're finished, click Next.
Review the summary of what will be transferred from Aurora to TOTAL. When you're ready to begin the transition, click Next.
Depending on how many photos and reports are being transferred, this process takes anywhere from a few minutes to a few hours to complete. If your Transition Assistant looks "stuck" when it's moving your reports or photos, simply continue to let it run. Rest assured, even if the progress bar appears stalled, your files are actively moving to their destination!
That's it! You're ready to begin using TOTAL. Check the box to view the TOTAL User's Guide to continue reading about all of TOTAL's features and functionality, and/or check the box to launch TOTAL to open the Appraisal Desktop and begin using TOTAL. Then, click Finish.