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This means Primafact typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Primafact 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 Primafact. In this scenario, some people may say that Primafact runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

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Primafact is an interesting document storage system.
In most system, when you upload a document into them, the document lives on a server somewhere. Primafact is different though.

When a document is uploaded into Primafact, Primafact cuts each page out of the document and saves each page individually to the server. If a consultant were to merely transfer the documents on a server, the documents would pretty much be unusable as-is: just imagine having to view a 50 page PDF as 50 individual one-page documents!

The Universal Migrator tools for Primafact will re-assemble the individual pages back into a real document that is suitable for transfer. In addition to this, Universal Migrator can create variants of the PDFs that correspond to the Original, Annotated, and Redacted layers inside of Primafact.

This gives firms a familiar experience when moving Primafact documents to a new location.

Note: Because Universal Migrator is reassembling documents, this process takes much longer than a typical extraction and should be run on a high-powered machine.

In Primafact's backend, documents often have illegible file names like "1357219.pdf". Universal Migrator will automatically humanize these names to familiar ones, like "Motion for Private Process.pdf", ensuring firm members see the same human-readable names post-migration as they do when viewing documents directly through Primafact.

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

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

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

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Because Primafact 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.

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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.

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.

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.

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

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