Uploading your Data
Before uploading your data, your team will zip a full copy of your current database and upload it. Please provide a full copy, and we will decide together during our dedicated data calls what to import and what to leave behind. We accept a variety of database file types. If you're not sure that we are able to accept the file type you are using, feel free to email your LegalServer Onboarding Specialist and ask.
One note about the backup file: If you are using a Microsoft SQL Server, the backup made for LegalServer can be a "Simple" one, excluding the log tables. Those tables will not be used by LegalServer.
We suggest you use some type of encryption (such as 7zip), and securely provide us with the password to access your data. If your data cannot be zipped, please contact us to discuss alternative methods.
There are two ways to upload your data, both are described below. How you upload your data will depend on the size of your data. Please note, these are the ONLY ways we will accept data uploads, unless specifically agreed to and confirmed in writing. Once we have your data, our team will convert your data so we can view the tables and fields with you in the migrate module.
Small Uploads (under 100GB)
Most groups use the Migrate Module Upload Tool to provide their data. We ask that you zip and encrypt your data using 7zip or a similar program.
Step 1: Log into your site, go to the migrate module tab and click on the Upload Client Data link at the top.
Click on choose files, select the zipped file from your computer or server, and click upload.
Once your data is uploaded, please email your LegalServer Onboarding and you will be given access to our secure messaging tool to provide the encryption password.
Large Uploads (over 100GB): SFTP Instruction
SFTP is a secure way to upload data to our secure servers. You can use any program that handles SFTP. The instructions below are for Filezilla (which can be downloaded from https://filezilla-project.org). Alternatives are WinSCP, and many others.
Step 1: Discuss Your Upload with LegalServer Onboarding Contact
Your LegalServer onboarding contact will discuss your upload options, and once we've identified the need for an SFTP upload, your LegalServer contact will provide the user name and password. You will not be able to upload your data without this information.
Step 2: Zip the database
Zip your entire database, or use 7zip to both zip and encrypt it at the same time.
Due to the number of client data files we receive on any given day, please name it according to this naming convention: organization.abbreviation.today’s date.zip (Example: PSTI.061210.zip).
Step 3: Upload
These instructions are for FileZilla. Adjust as needed if you use a different program to upload.
Choose SFTP, not Quickconnect to communicate with our servers. It is slower but safer. Set the port to port 70.
Enter your user name and password provided by LegalServer staff.
Click OK here when you get the unknown key caution.