Question
How can I backup a case? How do I restore that case?
Answer
This article describes how to use the DBConfig utility to backup and restore cases.
Notes
- Case backups should come from a product version equal to or less than the product version where the backup will be restored. Cases cannot be restored into an earlier version of the product.
- DBConfig does not back up the evidence. This should be done manually if a backup of the evidence is required.
- Project backups in eDiscovery using DBConfig do not backup the collections performed in that Project.
Process
Backup Case
- Run the DBConfig utility (typically at "<drive>:\Program Files\AccessData\Forensic Tools\<version>\bin\dbconfig.exe") as Administrator.
- Select the entry for your database.
- Click Backup.
- Enter (or check) and confirm the following information:
- Backup Path
- Application Database (confirm the Server Name and port are correct)
- Check the case(s) to be backed up
- Click Backup Selected Cases. (Note: A progress bar should appear)
Restore Case
- Make sure all the Users from the old environment also exist in the new environment, so user settings, bookmarks, etc. can be mapped appropriately.
- Run the DBConfig utility (typically at "<drive>:\Program Files\AccessData\Forensic Tools\<version>\bin\dbconfig.exe") as Administrator.
- Select the entry for your database.
- Click Restore.
- Enter (or check) and confirm the following information
- Backup Path (the Backup Path should be the folder one level above your case backup, not the backup folder itself)
- Restore to a separate database (choose this from the drop-down menu)
- Application Database (confirm the Server Name and port are correct)
- Case Folder (optional) - This must be an existing, but empty, folder. Leaving this blank will restore the case folder to its original location, seen under the Path column.
- For each case, do the following:
- Select the case to be restored and click Map User IDs
- Confirm that each user in Previous User Name column has a User Name. These can be mapped by clicking on a user in the left side and then clicking ">>" to add the user to the mappings. Once completed, click Dismiss. NOTE: You must map users 1:1. Do not map multiple users to a single user in the current database. It will fail to restore if you do. (23505: duplicate key value violates unique constraint "pk_fac_objectviewed" )
- Select the case to be restored and click Map User IDs
- Click Restore.
- Click Update Database to confirm whether all restored cases have been updated to the current version, and follow the steps to update them if they haven't.
- If the evidence has been moved, follow the steps at Change Evidence Path to update the evidence paths in all restored cases.
- If the case backup came from legacy eDiscovery/Summation and contains coordinate-based redactions, run AnnotationMigration.exe tool (typically at "<drive>:\Program Files\AccessData\Forensic Tools\<version>\bin\AnnotationMigration.exe") to convert them to a format that FTK Central can use.