Summary
Bulk Migration - Migrate multiple Projects and Documents ats once in Catina. Customers can select one or multiple projects to migrate, with updates appearing in real-time on the “My Projects” page. For detailed steps and FAQs, refer to the guide.
Migrate multiple Projects
1. Navigate to the Projects tab.
2. Click on Migrated Projects. You’ll see a table with four columns:
ACD Name (Project Name)
Migrated Attempts
Migrated By
Last Migrated
3. Select the project(s) you want to migrate from ACD5 to Catina.
4. Click Migrate Selected
5. A pop-up message will display additional information about the migration. Confirm by selecting Migrate Project Again.
6. Once the migration is complete, the status will update to Migrated.
The project name in the Project List Name column will now have a green check indicating it has been migrated.
7. Go to the My Projects tab to view the migrated project(s).
8. The project name will now have "Migrated" beside it indicating a successful Project Migration.
9. Select a project to access its details, including (Project Files, Documents, Project Manuals, Project Info, Activities)
FAQs
1. How Many Projects Can I Migrate at Once?
You may migrate up to five projects at a time. Once those are submitted, you can begin selecting your next set immediately.
2. Can I migrate multiple projects or documents at once in Catina?
Yes. You can select one or more projects or documents from the "Migrated Projects" or "Migrated Documents" tab and migrate them simultaneously.
3. How will I know if a project or document has been successfully migrated?
Once migrated, a green checkmark will appear next to the project name, and the status will update to "Migrated" on the list. The project will also appear under the "My Projects" tab with a "Migrated" label.
4. Where do I find migrated files after the migration is complete?
Migrated files can be found by selecting the project in the "My Projects" tab, then accessing sections like Project Files, Documents, Project Manuals, Project Info, and Activities.