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
Create a new Relativity® Connector with the new Relativity® Instance configuration.
Verify the new Relativity® Connector is configured correctly by using the Test Connector button in the Relativity® Connector editor.
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Reconfigure
Select the Reconfigure Connector option for the given Dataset, navigate to the Field Mappings pane and save the Field Mapping as a Template.
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Remove the Relativity® Connector from the target Dataset.
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Using the Choose Connector button, select the Relativity® Connector configured for the new Relativity® instance.
Select the migrated Workspace, ensuring the WorkspaceID has changed.
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Load the previously saved Field Map Template.
Postflight
[glossary_exclude]Sync[/glossary_exclude] the Connected Tags in the target Dataset to ensure the migration was successful.
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