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Migrating Digita FileCabinet data to Digita Virtual Office

Complete the following multi-part procedure to move Digita FileCabinet data from a local or network drive to Digita Virtual Office, and to set up the Digita Virtual Office installation of Digita FileCabinet.
note
  • Archives are not included in drawer backups.
  • Another option is to restore the archives, then backup the data, migrate to Digita Virtual Office, then recreate the archives in Digita Virtual Office.

Part 1: Back up data from your local installation of Digita FileCabinet

We recommend backing up Digita FileCabinet data in 1 GB pieces rather than the entire database. This will help avoid issues when restoring data into Digita Virtual Office .
  1. Create a folder on your local hard drive named FCSbackups.
    1. Double-click the My Computer icon.
    2. Double-click the C:\ drive.
    3. Choose File > New > Folder.
    4. Name the folder
      FCSbackups
      .
    note
    If you use multiple data locations, you should create a separate backup folder for each data location.
  2. Open your local installation of Digita FileCabinet.
  3. Optional:
     Rebuild the drawer list. To do this, choose Help > Repair, click the Rebuild List of Drawers button, and click Done when Digita FileCabinet is done rebuilding the list.
  4. Choose File > Backup.
  5. Double-click a drawer or drawers to move them to the right (Selected) pane, or click the Select All button.
    note
    The open drawer (if any) is listed in the Selected pane.
  6. In the Backup data group box, click the Modify Backup Location button, navigate to C:\FCSbackups, and click OK.
  7. If you use multiple data locations, log in to each additional location and repeat steps 2 - 4. Be sure to select the appropriate backup destination in step 4.
  8. Optional:
     To back up the Digita FileCabinet system settings (Digita NetClient folder list, default email text, annotations from the Stamp Library, and more), choose System Settings from the drop-down list in the upper-left corner of the Restore dialog, double-click the items you want to back up, and click the Backup button.
    Do
    not
     back up your firm’s data locations.
    If you use Document Presentation, back up Folder Listings and the Digita NetClient folder.
    Do not back up Misc System Settings if you have advanced user/group security settings enabled. The security settings included in this data can cause problems accessing the application in the Digita Virtual Office environment.
  9. Close the local installation of Digita FileCabinet.
Internal use only
If a user has backed up Misc System Settings, before they restore into Digita Virtual Office, they must delete these files from the backup: ZFCSMSC.DAT and ZFCSMS2.DAT.

Part 2: Restore data into the Digita Virtual Office installation of Digita FileCabinet

  1. Click the
    Applications
     link in the Digita NetStaff tab of the navigation pane.
    note
    If you don’t see this link, you don’t have access to applications through Digita Virtual Office.
  2. In the Digita Virtual Office screen, click the Digita FileCabinet icon to open the application.
  3. If you need to set up multiple data locations, contact Digita Support .
  4. Choose File > Restore.
  5. In the Restore Data group box, click the Change Restore Location button, navigate to the FCSbackups folder on your local C:\ drive.
    note
    In the Digita Virtual Office environment,
    C$ on Client (V:)
     is your local C:\ drive.
  6. Double-click one or more drawers in the left pane to move them to the right (Selected) pane, or click the Select All button.
  7. To recreate the folder structure of each drawer, verify that the
    Automatically create folders
     checkbox is marked.
  8. Click the Restore button.
  9. If you use multiple data locations, repeat this procedure for each data location.
  10. Optional:
     If you backed up the Digita FileCabinet system settings, choose System Settings from the drop-down list in the upper-left corner of the dialog and restore the items.

Part 3: Set up the Digita Virtual Office installation of Digita FileCabinet

  1. To restore
    drawer families
    , choose Help > Repair and click the Rebuild Drawer Families button in the Drawers tab.
  2. Choose Setup > System Configuration and modify settings as appropriate for your firm.
    note
    If your firm uses advanced security, you will need to set up the advanced security again.
  3. Each Digita FileCabinet user should verify his user preferences through the Setup > User Preferences dialog.
You are now ready to work in Digita FileCabinet in the Digita Virtual Office environment.

This article applies to:

  • Product: Digita Virtual Office