Backing Up Case Data from Case Manager

For cases where the Create a legal copy option is enabled, you can manually run a backup of the case data from Case Manager. However, data must also be content indexed before it will appear in search results.

Before You Begin

Before editing a case, ensure there are no backup or content indexing jobs running on the case data.

Only cases that have Create a legal copy enabled can be backed up from Case Manager.

Procedure

  1. In the Case Manager tab under Case Name, select one or more cases for which you want to run backup jobs.

    Only cases that have Create a legal copy enabled can be backed up from Case Manager.

  2. Under the Case Manager tab, click Run Job.

  3. In the Run Job dialog box, select the type of data that you want to backup:

    • Files: backup file system data.

    • Mailbox: backup mailbox email data.

    • Journal Hold: backup journal email data.

  4. To begin the backup job, click OK.

    A confirmation message appears in the lower-right corner of the page.

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