Summary
When you migrate a project from ACD5 to Catina, all project details, folders, and files are included, covering both draft and finalized documents. You can migrate one or multiple projects at a time, and you’ll see real-time updates on the My Projects page as the process runs.
Note: The projects that you see in "Migrated Projects" are not actually migrated until you click on "Migrate Selected". You must select the project and select "Migrate Selected" for the project to migrate to the "My Projects" Folder.
To migrate a project
- Navigate to the Projects tab.
- Click on ACD5 Projects.
- Select the project(s) you want to migrate from ACD5 to Catina, then select Migrate Selected or select Migrate All
- A pop-up message will display additional information about the migration. Confirm by selecting Migrate again.
- Once the migration is complete you will receive a pop-up message that the Project Migration Completed. Your projects have been successfully migrated and are ready to use.
- Go to the My Projects tab to view the migrated project(s).
- The status will update to Migrated.
- Select a project to access its details, including (Project Files, Documents, Project Manuals, Project Info, Activities)
- The migration includes all items contained within the project, including both draft and finalized documents.
- Click on the arrow (next to the green project folder) to return to a previous section if needed.
Syncing and Resyncing
- Syncing Process:
The projects that you see in "Migrated Projects" are not actually migrated until you click on "Migrate Selected". You must select the project and select "Migrate Selected" for the project to migrate to the "My Projects" Folder. - Resync Option:
Remigrating allows you to bring over new objects without overwriting existing data. For example, if a user adds a new PDF to an ACD5 project, the resync process will migrate the new file to Catina while preserving all previously migrated data.
For more details, refer to the Catina Roadmap.
CUSTOMER FAQs:
Q: Where do I find my list of ACD5 projects to migrate?
A: The list of ACD5 projects can be found in Catina under the “Projects” menu option (left-hand navigation menu) on the “My Projects” page.
Q: Can I migrate all of my projects at once?
A: You can quickly migrate all projects by selecting "Migrate All". For accounts with large amounts of projects it might take 24 hours. Troubleshooting Tip: Triggering a migration will only move over current data, so any documents edited or created after migration will not come over. We recommend only migrating over completed projects or projects you are no longer working on within ACD5 to reduce having to migrate projects more than once or duplicating data within Catina.
Q: Where can I find my Finalized Documents after migrating a project?
Once you migrate a project from ACD5, all final PDF documents will be stored under My Project Files. To access click the project and select Project > My Projects.
Q: How do I migrate projects ?
A: While in the ACD5 Projects tab, select the projects that you want to migrate then select Migrate Selected. Once the project has migrated, it will be visible on the My Projects page.
Q: Can I select more than one project at a time?
A: Yes, you can select one or multiple projects to migrate at once.
Q: Once I click “Migrate Selected” how long will it take projects to migrate?
A: Projects are migrated in real-time. In most cases, projects will appear almost instantly on the “My Projects” page. In rare cases, projects could take 1-2 minutes to appear.
Q: What happens if I rename my project in Catina after it’s migrated?
A: There are no issues related to renaming projects or files once they’re migrated to Catina.
Q: Why do I see duplicate projects?
A migration is run multiple times for the same project
A migration is restarted after an interruption or error
Multiple users migrate the same ACD5 project independently
A partially migrated project is migrated again