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Upgrade and migrate cases to FTK 4.2 and newer

Created by: Brendan Bone
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Introduction: With the database changes first introduced in FTK 4.2, the case upgrade and migration process requires some extra steps compared to previous versions of FTK.  The following will explain the steps to upgrade and migrate FTK 4.1 cases into FTK 4.2 and newer.  

Note: Cases can only be upgraded to FTK 4.2 and newer if they originated in, or had previously been upgraded to, FTK 4.1.

Once your cases are in FTK 4.2 or newer, they can be moved via the One-Step Upgrade method, or by simply backing up the old case and restoring it to the newer version.

 

Case Upgrade & Migration Scenarios:

FTK 4.1 Database FTK 4.2+ Database Upgrade/Migration Method
Oracle 10g/10.2 Oracle 10g/10.2 One-Step Case Upgrade
Oracle 10g/10.2 PostgreSQL 9.1/9.3 Two-Step Case Upgrade & Migration
Oracle 10g/10.2 MS SQL Server Two-Step Case Upgrade & Migration
PostgreSQL 9.0 PostgreSQL 9.0 One-Step Case Upgrade
PostgreSQL 9.0 PostgreSQL 9.1/9.3 Two-Step Case Upgrade & Migration
PostgreSQL 9.0 Oracle 10g/10.2 Two-Step Case Upgrade & Migration
PostgreSQL 9.0 MS SQL Server Two-Step Case Upgrade & Migration

 

One-Step Case Upgrade:

In FTK 4.2 and newer:

  1. Go to Case > Copy Previous Case
  2. Set Copy Source to Select From Database
  3. Select the database/version you wish to copy from
  4. Highlight the case(s) to upgrade
  5. Choose whether you want to delete the dtSearch index and click OK
  6. Associate the old user(s) with the new user(s) and click OK

 

Two-Step Case Upgrade & Migration:

In FTK 4.1:

  1. Right-click the case and go to Backup > Backup
  2. Choose a backup folder
  3. Select Use database independent format and click OK
  4. Repeat the process for every case you want to upgrade & migrate

In FTK 4.2 and newer:

  1. Go to Case > Copy Previous Case
  2. Set Copy Source to Select Folder (this is the only option when using MS SQL Server)
  3. Browse to the parent folder of the previously made case backup(s)
  4. Highlight the case(s) to upgrade & migrate
  5. Choose whether you want to delete the dtSearch index and click OK
  6. Associate the old user(s) with the new user(s) and click OK


Notes:

  • If multiple versions of PostgreSQL are installed, the only way to differentiate between them when adding the DB to FTK is to make sure the correct port is specified.
  • When adding an Oracle DB, you must use the SID “FTK2” instead of the default “ADG”.
  • After the case is migrated, it will exist in both the newer FTK version (target database) and the original FTK version (source database).
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Comments

  • Avatar
    Toni Millican

    Is it possible to get assistance wtih upgrade? I have to be a change request in before I update and want to coordinate and make sure I have the appropriate files. I don't have any cases that need to be migrated.

  • Avatar
    Tod Ewasko

    Yes, a ticket was created by support to follow up on your request.

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