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Migrate from eDocs / OpenText

Universal Migrator makes leaving eDocs / OpenText easy.

What migrates from eDocs / OpenText?

Universal Migrator transfers all the following data and more.

Firm Data

Users
User Categories
User Categories <=> Participating User Relationships

Matter Data

Matters

Other Data

More Available on Request

Contact Data

Contacts

Documents

Document Categories
Folders
Documents
Document Versions: Current Version
Document Versions: Previous Versions

Where can I migrate eDocs / OpenText to?

eDocs / OpenText
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What a Migration Specialist Should Know

about 

eDocs / OpenText

eDocs / OpenText is a:

Desktop-Based Application


This means eDocs / OpenText typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts eDocs / OpenText on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access eDocs / OpenText. In this scenario, some people may say that eDocs / OpenText runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

Universal Migrator extracts data from eDocs / OpenText via:

Database Connections

eDocs / OpenText uses the following database backend:

Microsoft SQL Server

Other Notes:

Contact Name Assist


In eDocs / OpenText, some contacts only have a "Full Name" field and nothing absolutely identifies it as being a person or a company. Universal Migrator will attempt to determine whether a name looks like a person's name or a company name. The Migration Specialist and the Firm Administrator should review this and make any tweaks if necessary.

The following credentials are required:

Admin eDocs / OpenText Credentials


The Migration Specialist will need an Administrator username and password into eDocs / OpenText in order to extract your data.

Admin Credentials into the eDocs / OpenText Database Server


The Migration Specialist will need the Administrator username and password into the eDocs / OpenText database server in order to extract your data.
This should be the Administrator account and not another account that has administrative access.

Admin Credentials into the eDocs / OpenText File Server


The Migration Specialist will need the Administrator username and password into the eDocs / OpenText file server in order to extract your documents.
This should be the Administrator account and not another account that has administrative access.

The computer used to migrate from eDocs / OpenText:

Should be located near the Documents


Because eDocs / OpenText is a desktop-based application and documents represent a majority of the data that will need to be transferred, the computer used for the migration should be near the same device that stores the documents.

The following people are required for a migration from eDocs / OpenText:

Migration Specialist


The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

Firm Administrator


The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

Firm IT Administrator


The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.

In order to migrate from eDocs / OpenText:

The Firm Administrator must complete a User Mapping spreadsheet.


A member of the firm will need to complete a small spreadsheet mapping users from eDocs / OpenText to users in the new system.

To migrate from eDocs / OpenText, the Migration Specialist needs:

A Universal Migrator Subscription

Remote Access Software (if migrating Documents)

Migration tools for eDocs / OpenText are available to:

Universal Migrator's Internal Migration Team

IT Professionals with an active Gold Migration Specialist certification

IT Professionals with an active Silver Migration Specialist certification

IT Professionals with an active Bronze Migration Specialist certification

What Should I Expect When Migrating?

Have more questions?  Get in-depth answers from a member of our team.

Migrate like MedTech.

Migrate like MedTech.

Have you ever wondered how competing hospital systems running different software applications seamlessly transfer millions of complex medical records every single day?
Universal Migrator uses the same approach to facilitate seamless data migrations for law firms.

Zero Downtime.

Zero Downtime.

Universal Migrator is facilitates seamless migrations. You will never be unable to work and will always have access to all your data through the migration experience.

No Mistakes - No Human Error - Ever.

No Mistakes - No Human Error - Ever.

Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.

Zero Headaches.

Zero Headaches.

Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.

Universal Migrator transfers Big & Small Firms

Universal Migrator handles projects of all sizes.

1000+ Attorneys

300,000 Documents

100+ Staff

100+ Staff

4 Staff

8 Staff

800,000+ Documents

7 Locations

14 Locations

2 Locations

4 Locations

10,000,000+ Documents

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