Best Practices for your iManage Cloud Migration

 

The process of upgrading your iManage DMS or migrating the iManage Cloud can be greatly simplified and streamlined by engaging with a certified iManage partner. A licensed iManage partner can navigate the technical data available with ease while ensuring detailed planning that allows all stakeholders to become well informed about the various processes and steps.

Precision and dedication must be committed when performing a database clean-up before getting started with upgrading your on-premises system or uplifting it to the iManage Cloud. As running SQL Scripts to fix issues, post-upgrade is not an option due to direct access to the Database in iManage Cloud is restricted. iManage Cloud Migration

Paying attention to the migration analysis and planning at the beginning of the process can help deliver a successful migration and ensure that business operations are uninterrupted. Hence the importance of hiring a certified iManage Partner to manage and implement the Upgrade process.

Among the many necessary steps, there are two important phases that should be followed to ensure your iManage upgrade or iManage Uplift to the iManage Cloud goes smoothly. These are the data analysis and upgrade planning phases.

The Data Analysis Phase

First up, let’s discuss the data analysis phase, which involves performing a data health check to help us identify any orphaned files, missing metadata, and mismatched file size problems.

This phase also entails checking and repairing any discrepancies in the workspace structure to ensure:

All references are valid, and that there are no duplicate entries

Document metadata exists in the appropriate custom metadata

And that all email “To, CC, BCC, etc.” metadata is correctly populated

Next, MacroAgility checks for missing or orphan documents. If there are any values that could be determined as undefined or missing by the iManage Cloud, they must be fixed prior to the upgrade, or the related documents will error out during migration. iManage Support

During this phase, you also get to decide if the previous document history should be purged during the upgrade or not. We then focus on locating broken shortcuts as well as folders and workspaces entries with no name and fix them.

The final step of this phase involves checking for invalid metadata for workspaces, documents, folders, and search folders, users, and groups. As zero-byte files cannot be stored on the iManage Cloud they must be removed, while orphaned files must be mapped to the appropriate destination.