Great questions!  We do have a short guide with the basic information on upgrading, and I have attached it to another thread on the topic, linked below.  Please look it over and let us know if you have further questions.  To discuss specifics on the upgrade, you will need to chat with Toni Grafner, the Account Manager.  She can give more detailed information.

http://forums.csisoftwareusa.com/Topic120-33-1.aspx