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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.  

Notes: 

• Cases can only be upgraded to FTK 4.2 and newer if they originated in, or have 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.

Case Upgrade & Migration Scenarios:

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:

• When associating old users to new users, associations should be made one-to-one.  Associating multiple old users to the same new user can cause problem.
• 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).