Kleine gegevenssets migreren (minder dan 50 bestanden)
Je kunt een groot deel van je Cloud-omgeving opzetten door bestaande engagementgegevens te migreren of handmatig nieuwe gegevens aan te maken, rechtstreeks vanuit de Cloud-interface. Deze migratiemethode wordt aanbevolen voor kleinere of nieuwe gegevenssets.
Vereisten
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Je organisatie moet beschikken over Working Papers met SmartSync-technologie . Zie Verschillen tussen SmartSync en niet-SmartSyncals je geen SmartSync hebt en neem contact op met je plaatselijke distributeur voor meer informatie.
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Uw organisatie moet een Caseware Cloud site hebben. Als je geen Cloud site hebt, kun je een uitnodiging aanvragen.
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U moet een internetbrowser hebben die TLS 1.2 of hoger ondersteunt. Zie voor meer informatie Toegang tot Caseware Cloud uitschakelen voor oudere en niet-ondersteunde browsers.
Entiteiten uploaden naar cloud
Entities are workspaces that store all the relevant information for a particular client, including business and contact information, documents and engagement files. You can upload a list of entities to Cloud using a .csv file.
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To upload entities from a .csv file, see Create client entities from a client list.
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To create entities manually in Cloud, see Create a single client entity.
You can view all of the entities in your Cloud site by clicking Entities on the Cloud menu.
Personeel uploaden naar cloud
You can upload a list of your staff members from a .csv file or data store export file to get them started with their very own Cloud account. Note that each staff member added to Cloud will receive a registration email from donotreply@casewarecloud.com. We suggest whitelisting this email address to prevent your spam filters from blocking the email.
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To upload staff from a .csv file, see Bulk create user accounts.
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To upload staff and groups from a data store export file, see How to import security configuration settings from Working Papers.
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To add staff manually in Cloud, see Create an account for staff or contacts.
You can view all of the staff and groups in your Cloud site by clicking Staff and Groups on the Cloud menu.
Betrokken bestanden migreren naar Cloud
Migrate your engagement files to Cloud to take advantage of Cloud's file management and engagement tracking tools. You can upload your prior year files directly from the Cloud interface and publish your active files to Cloud from Working Papers. After the migration, each file on Cloud functions as the parent in a synchronization hierarchy.
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To upload prior year files from the Cloud interface, see Upload files to an entity.
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To publish active files to Cloud from Working Papers, see Manage the parent file.
If the migration process is interrupted at any time, it will automatically resume after re-establishing a connection.
