Migrating Relativity® Workspaces

When migrating Workspaces between Relativity^® Instances, Brainspace work product can be preserved by simply pointing Brainspace to the new Relativity^® Instance via the process described below.

Caveats

The URL linking the Document from Brainspace to Relativity^® will contain the previous Relativity^® Connector information. A feature request has been submitted to facilitate dynamic Connector configurations.

Preflight

1. Create a new Relativity^® Connector with the new Relativity^® Instance configuration.

2. Verify the new Relativity^® Connector is configured correctly by using the Test Connector button in the Relativity^® Connector editor.

   

Reconfigure

1. Select the Reconfigure Connector option for the given Dataset, navigate to the Field Mappings pane and save the Field Mapping as a Template.

   

2. Remove the Relativity^® Connector from the target Dataset.

   

3. Using the Choose Connector button, select the Relativity^® Connector configured for the new Relativity^® instance.

4. Select the migrated Workspace, ensuring the WorkspaceID has changed.

   

5. Load the previously saved Field Map Template.

Postflight

1. [glossary_exclude]Sync[/glossary_exclude] the Connected Tags in the target Dataset to ensure the migration was successful.