If you have taken the decision to upgrade from an onsite version of the P11D Organiser to the hosted/SaaS version, you will be asked to follow these instructions. Just for clarity, we will not ask you to put data on a memory stick or send it via email!
There are two ways this can be accomplished:
- Using the in-built function in the P11D Organiser
- Separate backup and transfer by IT
1. Using the P11D Organiser
This process will take all of your existing P11D data and history, package it up, and then transfer it to our secure servers over an HTTPS (secure) connection. None of your data is 'touched' by our employees, it is placed in the correct location on our servers for your new 'hosted' version to pick up when commissioned.
Within the P11D Organiser, click on the Admin menu and select Backup P11D data to ZIP
On the next screen you will see a button at the bottom of the screen to Backup data to MyP11D.com will now be available - enter a description for the backup, and then click that button to start the process:
There are a number of stages to the process, initially building a zip file, and then initiating the transfer to our servers. You will see a message similar to the one below when the process is complete (be patient!):
Separate backup and transfer by IT
Some customers (and their IT teams) are happier to provide a complete copy of the data via a compressed archive (.zip). This means IT can control the process without any need to access the P11D Organiser.
IT will navigate to the folder containing the WHOLE P11D Organiser application, and simply create a ZIP (they are welcome to password protect it if necessary) and then upload that file to a secure, dedicated address that out technicians can access to provision your system. This dedicated address will be provided as and when requested.
Next Steps
Your data is now securely stored in our datacentre and located in the protected location that will be used for your individual hosted provision. Once this process has completed, let the support team know by dropping us a mail to support@p11dorganiser.co.uk, and we can start the process of 'spinning up' your instance.
Once the commissioning of your new instance has been finished, you will be sent user registration emails that will allow you to set up your secure password(s), and you will be asked to check that all your data is present and correct. We do not see your data, so a checking process is essential.
Remember that no further data should be entered into your onsite version of the software after completing this process!
Please note: You will need to re-enter your Government Gateway credentials once the hosted version is up and running - those details are stored in an encrypted format and can't be copied over.