Getting Started
Cerenade Extractions: Pre-Extraction Database Optimizations
At one point in Cerenade's development history, it stored documents directly within its own database. The Cerenade developers later migrated the documents to Azure storage, however, artifacts may still exist in customer databases who have been using ...
Working with Slow Providers
Universal Migrator's best practices are generally optimized around doing migrations as quickly as possible. This is the ideal scenario, however, sometimes providers implement restrictions that force data to move much slower than technically possible. ...
Caret Legal Invoice Ids
When Universal Migrator backs up data from Caret Legal, it will run the Firm Data export. This export can be run by going to: 1. Profile Picture > Firm Settings 2. Your Caret Legal Account > Export: 3. Then clicking "Download Data": If the Caret ...
Assigning Permission Sets
To assign permission sets to a Salesforce User, please do the following: 1. Log into Salesforce 2. Click on Gear > Setup 3. Search for "Users" and then click "Users": 4. Find the applicable user and click their name: 5. Click on "Permission Set ...
Training: Overview
Welcome to the Migration Academy! This series will help you learn everything you need to know in order to deliver high-value, rock-solid data and document migrations. Completion of the academy generally takes 4-8 hours and is required in order to ...
04 - How We Expect Consultants to Talk
As you work with firms, it is important to use a vocabulary that portrays confidence, clarity, and simplicity. This article will help you understand the words you should use and why they are superior to other terms you might have used in the past. ...
02 - How We Expect Consultants to Think
As you work with our team and our tools, we want to encourage you to do adopt the following philosophy: Always Think Like a Surgeon Surgeons have Rock-Solid Equipment No surgeon walks into an operating room that has old or broken tools. No surgeon ...
03 - How We Expect Consultants to Work
The team at Universal Migrator supports over 200 data and document migrations every single month. These migrations are performed by consultants worldwide who are servicing law firms of different sizes with varying needs and requirements. The training ...
01 - Is Universal Migrator for you?
The Universal Migrator is a suite of tools that assists IT consultants in mass-transferring data and performing whole-sale migrations between different systems. It is a technical tool for technical individuals. You should use Universal Migrator if: ...