Migrate a discovery ][ Local Case to discovery ][ Enterprise

Migrating a case from Local to Enterprise is a multi-step process because you want to migrate over both the case data and the production history.

  1. Export the case from Local.
  2. Create a case in Enterprise. This is the case into which you will be importing the Local case data.
  3. Import the Local case data into Enterprise using the Eclipse Admin tool.
  4. Export the case production history from Local.
  5. Import the Local production history into Enterprise using the Eclipse Admin tool.

The below diagram shows the export and import process for a given case from Local to Enterprise.

Important: There are some case elements that do not transfer from the Local case to the Enterprise case. These include:

  • Saved Searches

  • User Security

  • Transcripts

  • Smart Folders

  • Case Documents

  • Page-Level Tags

  • Product Shield

  • Control/Pick Lists

  • Production Settings

  • Persistent Highlighting

After the import of case and production history information is complete, you can set up these items, with the exception of transcripts, in the newly created Enterprise case.

 

Note: Private tags also are not exported from Local. To Convert a Private Tag into a Public Tag: To do so:

  1. Create a Public Tag Group - This can be completed in Case Management or Review, depending on permissions.

  2. Create a tag under a public tag group.

  3. Run a search on the private tag items - This can be accomplished by a right-click context menu action, or using quick search or advanced search.

  4. Finally, apply the newly created public tag to the search results - This can be accomplished by selecting all records in the search result and then the tag check box, or using the right click context menu to "apply to search results".

Export discovery ][ Local Case

  1. From Local Administration, select Import/Export > Export Data.
  2. Select Case.
  3. Select Entire Case.

  4. On the Step 2. Select Output tab:

    1. Under Output Directory:

      • Select Output Location

      • Check Copy Image files to output folder.
      • Check Copy Native files to output folder.

      • Check Export Text as File.

      • Check Export .CSE.

    2. Select the following Load Files: . DLF, .DAT, .OPT, .LFP.
    3. Under Items to Export check: Document Level Tags, Redactions, Production History.
    4. All Database Fields selected

  5. Click Start to start the export.

Import Case Data

Create your case in Enterprise. You can use the .cse file you exported or the default case template. Make sure and add any additional fields needed before import. Copy the entire Export Volume to your Enterprise Case Data location.

  1. Import Local Case Data into Enterprise using Eclipse Admin > Import > Import Data.

  2. On the tab Step1. Select Source, in the Import file field use .DLF.

  3. On the tab Step 2. Map Fields:
    1. Select Auto-Select by Field Name and Map any other fields needed.

    2. Edit/Update paths for Text and Natives

    3. After all fields are mapped select Append all records > Import
  4. Import image file
    1. Select Import > Import Data.
    2. Select Source; LFP or OPT file.
    3. Edit/Update paths for images.
    4. Overlay only > Import.

Export Production History from discovery ][ Local

  1. Export Production History using the Local Administration module, select Import/Export > Export Data.
  2. Select the case.

  3. On the Step 1: Select Case tab select Production History.

  4. On the Step 2: Select Output tab:
    1. Under Output Directory, select the Output location and check Copy Image Files to Output folder.
    2. Under the Other Load files section, check .LFP.

  5. Click Start Export.

  6. Copy your Production History to your Case Data folder in Enterprise.

Import Production History into Eclipse Admin

  1. Create Cross-Reference File in Enterprise Review.
    1. Open the case in Enterprise

    2. Run your Production Search

    3. Modify the Grid to show only BEGDOC and PRODBEGDOC fields

    4. Select all documents, click Actions and then select Export.

    5. Select Output Type > DAT File.
    6. Click Export.

    This is your Cross Reference File. Copy it to your Production History folder.

  2. Edit the Production History .LFP

    1. Use Find and Replace to replace the volume.

    2. Update the Path with the full UNC path.

Import Production History into Your Enterprise Case

  1. In Eclipse Admin, select Import > Import Production History

  2. In the Cross Reference File field, click on the folder button and navigate to the location where you stored the cross reference file you just created. Use the Cross Reference File you created.
  3. In the Image Load File field, click on the folder button and navigate to the location where you stored the updated LFP file.
  4. Check the First Line is the header check box.
  5. Enter a Production Name.

  6. Click the Import Production Job button.

     

When the import is finished, you have successfully completed the Local to Enterprise case migration process for your case.