Moving an eDiscovery case between appliances

Description

Case migration is the process of restoring a case backup on a different appliance. Migrating cases can be between appliances or clusters.

Migrating a case may be needed in the following scenarios.

• To share case data with a geographically-dispersed team
• To maximize the disk space on eDiscovery (eDP) appliances.
• Large cases require more disk space. Distributing large cases between different appliances can improve performance.

Case Migration Considerations

• A case can be moved between eDP appliances or between eDP clusters.
• A case can only be moved to a different eDP appliance when the application version level is equal to or higher than the application version of the originating appliance. Due to schema changes, a case cannot be move to an appliance with a lower version level than the originating appliance.
• When a case is moved to a new cluster, the system data associated with the appliance moves with it. This means that users with access to one cluster will have access to the new cluster when the case is moved.
• eDP resolves user accounts if the information matches. If the user account information does not match, new user accounts are created on the system.
• To ensure users accounts are properly defined, verify the user accounts and user roles continue to be set correctly after the case migration completes.

To migrate a case

Before beginning: In clustered environments, verify the configuration property, sharedBackupDir, is set to true.

1. Backup the case that is needed to migrate.
2. Restore the case.
   
   - To migrate the case to a new appliance within the same cluster using a shared network location, click the Restore button and select the new appliance when prompted.
   - To migrate the case to a new cluster or to an appliance using an unshared backup location:
    
   1. Navigate to the case backup destination.
      
      The backup directory uses this structure.
      
      caseBackups\cases\<case_ID>_<case_Name>\<backup_Name>
      
      For example, caseBackups\cases\0.6.1.28_SECvsTamas\MondayWeekly
       
   2. Copy the backup directory to the new location using a copy tool such as RoboCopy to preserve folder structure and attributes.  
      (robocopy %source% %dest% *.* /e /dcopy:T /tee) .
      
      In the example above, the entire 0.6.1.28_SECvsTamas directory is copied.
       
   3. Paste the backup directory on the new appliance under the caseBackups\cases directory.
      
      From the eDP web interface, the backup displays in the list of archived cases.
       
   4. From the All Processing module, click the Archives tab.
       
   5. Select the archived case and click Restore.
      
      The case is restored on the new appliance and displays on the Cases screen.
       
3. If a case was migrated to a new cluster, verify the user accounts and user roles continue to be set correctly after the case migration completes.
   
   Migration status displays from the All Processing > Processing > Backups tab. A status message displays while case migration is in progress. A message also displays if the case migration does not complete successfully.

Note: Cases can be moved or restored from a lower to a higher or identical version of eDP. Once upgraded, a case cannot be utilized in a downgraded version.