Migrate FileCabinet CS data to Onvio Documents

Before you begin

Make sure you've completed the preparation steps.
Make sure you're assigned to a permission group that has
Migrations
,
Documents tab
, and
Client Documents
enabled.
Know that drawers are locked while they are being migrated. Generally, a drawer that includes 30 documents should take 3-5 minutes to be migrated.

Migration steps

Download the installation file. Skip to step 3 if you're on Virtual Office or Software as a Service. The migration tool is automatically installed for you.
Locate the
fcab_migration_installer-en_us.msi
file on your computer, open the file, and follow the steps in the setup wizard to install the FileCabinet CS migration tool.
In FileCabinet CS, choose
File
Export to Onvio
.
In the window that opens, enter your Onvio credentials and select
Continue
.
In the
Data Location
field, choose the data location of the drawers to migrate.
note
If you get an error message saying "Cannot select the path", use a UNC path or map the network drive of the data path to the local Administrator account on your machine.
Use the
Select All
button to move all available drawers to the right pane, or choose some drawers in the Drawers available pane and then use the Select button to move drawers to the right pane.
Optional:
in the
Focus
area, you can filter the drawers that appear in the Drawers available pane by marking the checkboxes for
Active
,
Inactive
,
Defunct
, or
Previously Migrated Drawers
.
note
By default, FileCabinet CS doesn’t show previously migrated drawers in the Drawers available pane. If you choose to migrate a drawer to Onvio that was already migrated, any duplicate files for those clients will be replaced in Onvio.
Mark the appropriate checkboxes in the
Options
area. You can use these options together to choose a date range and then choose specific folders that you want to include within the selected date range.
Export documents from selected folders only.
Mark this checkbox to open a window to choose to include all folders in a specified date range or to include specific folders. You can use the Select Folders button to open the window again to make changes before continuing.
Include Annotations:
Mark this checkbox to retain all annotations in the migration process. After migration, annotations become permanent components of their associated documents.
Select
Continue
to begin the migration process.

To view conflicts, select
Setup
, then
Migrations in Onvio
.
Select
Resolve These Conflicts
from the banner that will appear when a migration is paused during a conflict.
For each conflict listed, select the applicable options presented to you.
Select
Submit
when you're finished. You can submit at any time and come back to finish making your selections; you don't need to choose what to do with every conflict at once. However, you can't begin another migration until all conflicts have been addressed.

Next steps

Migrate another product, if you plan to.
Review your migrated data in Onvio.