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Brainspace

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.

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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.

    image2.png

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

    image3.png

  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.

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  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.

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Also see:

In this section:
Connector ConnectorDatasetSync