When a matter is changed to a different Practice Code in ProLaw/Elite, you must allow the workspace generator to create a new workspace for the matter in iManage.
1- Log into the SQL server containing the ProLaw Database & Import jobs (Ex. SQL02)
2- Open ProLaw and search for the matter to be updated, to verify the new area of law & matter type (TEST01-01, Area: Business, Matter type: Corporation -101)
3- Navigate to the SQLExportFiles folder, and open the Business.txt file (Ex. C:\DATA\WorkspaceGenerator\SQLExportFiles\Business.txt)
4- Make a copy of the txt file and edit the original so that only the matter to be updated is listed (Ex. Test01-01 through Test99-99 are in the document, remove ALL lines except Test01-01)
5- Save the file so that Business.txt only has one line and Business – Copy.txt is still intact
6- Log into iManage Web (This can be done on a test.user VDI to make things easier)
7- Search for Test01-01, rename the matter (ex. Test01-01 “Test Matter”, rename to “zzTest Matter”
8- Remove the Client/Matter association by deleting the Client & Matter fields for Test01-01 and save it
9- Open Task Scheduler on the SQL Server (Ex. SQL02), locate the “Create Business Workspace” task, and manually run it. Refresh to monitor status as it goes from ‘Ready’ to ‘Running’.
(This task is importing the Business.txt file we modified containing only TEST01-01, so that a new iManage Workspace will be created and associated with TEST01-01)
10- Once task is complete, search iManage for TEST01-01. You should now see 2 results, with one containing the “zzTest Matter” description, and a new one containing the original name “Test Matter” (You may need to do an advanced search to find the matter if you do not see it right away)
11- Verify the new matter has a folder structure (This structure may vary depending on the Area of Law)
12- Delete the Business.txt file in the SQLExportFiles folder found earlier, and rename the “Business – Copy.txt” back to Business.txt (Verify that all of the matters are listed in the txt file now)
13- We now must move all files out of the old Matter workspace, into the new Matter workspace (from “zzTest Matter” to “Test Matter”). You can do this by either using the “Move” option while still in SQL02 in iManage Web, or by logging into Test.User so that you can open iManage Web AND iManage Work Panel for Outlook and drag files between the two matters much quicker.
14- Navigate through the old matter’s folders and move any existing files into the same folder in the new matter until the old matter is completely empty.
15- Delete the old matter in iManage & notify the client of the completed task.
