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Installing ProSeries Fixed Asset Manager on a new computer

SOLVEDby Intuit4Updated 1 year ago

Sometimes, upgrading to a new computer may be necessary. This article will assist you with installing ProSeries Fixed Asset Manager on a new computer.

Before you start:

  • This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.
  • If you're installing Fixed Asset Manager to a network, make sure the mapped drives are all set to the same drive letter.
  • Close any year of Fixed Asset Manager and ProSeries you have open.

Downloading the current year of Fixed Asset Manager install file:

  1. Sign in to My Account.
  2. Enter your Email or user ID and Password.
  3. Select Sign In.
  4. To the right of FAM Fixed Asset Manager - ProSeries select the Download 2023 button.
  5. Once the download is complete, press Ctrl + J to open your download folder.
  1. Sign in to My Account.
  2. Enter your user ID and password.
  3. Select Sign In.
  4. To the right of FAM Fixed Asset Manager - ProSeries select Previous Years.
  5. In the dropdown menu, select the year you need to download.
  6. Click on the Download 20YY link to begin the download.
  7. Once the download is complete, press Ctrl + J to open your download folder.

Installing Fixed Asset Manager

  1. Once you've downloaded Fixed Asset Manager, press Ctrl + J to open your downloads folder.
  2. Double-click the PSFAMInstallerTY23.exe file to start the installation.
  3. Select Next on the welcome screen.
  4. Accept the terms of the license agreement and select Next.
  5. Review the installation folder and select Next.
    • If you are installing Fixed Asset Manager to a network, make sure to use the Change button to choose a folder that's accessible by the workstation computers.
    • The install folder must have a folder name that is different from prior year versions of Fixed Asset Manager.
    • Don't choose the root directory of a drive, make sure a folder name is present.
  6. When the install is complete, select the Launch Fixed Asset Manager Readme to finish the installation.

Installing Fixed Asset Managers on workstations

  1. Go to the workstation computer.
  2. Browse to X:\FamWin23\WKSTN
  3. Run the Setup.exe file.
  4. Follow the on-screen setup wizard to finish setting up the workstation.
  5. Repeat for each workstation in the office.
  6. Additional information is available in the Fixed Asset Manager User's Guide.

To back up clients:

  1. Open ProSeries Fixed Asset Manager.
  2. From the File menu, select File Maintenance and choose Copy Files.
  3. Select Clients.
  4. Under Directory, select the C:\FamWinYY\Clients folder.
  5. From the Client Name section, select the client files that you want to back up.
  6. Select OK.
  7. Click on the Browse-FixedAssetManager-US-EX-2021.jpg button to select the folder you want to backup the clients to.
    • If you haven't created a folder yet, you can type in a path to the folder you want, such as C:\FamWinYY\Backup.
  8. Uncheck the Compress client files box.
  9. Select OK.

To restore clients:

  1. Open ProSeries Fixed Asset Manager.
  2. From the File menu, select File Maintenance and choose Copy Files.
  3. Select Clients.
  4. Under Directory, select your backup folder.
  5. From the Client Name section, select the client files that you want to restore.
  6. Select OK.
  7. Click on the Browse-FixedAssetManager-US-EX-2021.jpg button to select the C:\FamWinYY\Clients folder.
  8. Uncheck the Compress client files box.
  9. Select OK.
 

We recommend creating incremental backups. For example, having folders set up with the date of the backup. That way, if a client file becomes damaged, you can restore that file from a prior backup.

Fixed Asset Manager doesn't have a feature to transfer or back up an existing CSV import template so that you can restore it to a new computer or installation. However, you can copy a Fixed Asset Manager import template file and paste it into the new location where the program is installed. Fixed Asset Manager will recognize the import file as normal. See the instructions below for additional information.

 

Where noted, N represents a numeric digit (i.e, 0-9).

  1. On the old computer where Fixed Asset Manager is currently installed and the CSV import file is located, go to the Start menu and select Computer.
  2. Browse to C:\FamWinYY\Import.
  3. Locate MYYNNNN.FIM
    • For example, M214928.FIM.
  4. Right-click on the import file and select Copy.
  5. On the flash drive or medium where you'll back up the *.FIM file, right-click and select Paste.
  6. Remove the flash drive or medium and take it to the new computer (or where Fixed Asset Manager was installed).
  7. On the new computer (or where Fixed Asset Manager was installed), go to the Start menu and select Computer.
  8. Locate the *.FIM import file on the flash drive or medium you used.
  9. Right-click on the import file and select Copy.
  10. Browse to C:\FamWinYY\Import.
  11. Right-click on the Import folder and select Paste.

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