Preparing for FYI > Ongoing Maintenance

As an administrator you are busy managing multiple cases, various software programs and databases, and all in various network locations. We recommend that you take some additional time to plan a maintenance schedule based on the following tasks and processes, and any others that are distinct to your organization or client needs.

Typical database management for FYI Server and companion products include:

•Directory and subdirectory folder design to store multiple databases for multiple case reviews within your organization

•Backup schedules for each client and matter, and each database, including multiple database and/or concatenated databases

•Full index updates on databases performed during off hours (weekends or holidays) or offline if multiple databases can be updated while staff continues work in other databases

•Reindex updates when records are added or modified

•Loading data into Concordance databases offline

•Subsequent data and image loads

•Packing databases and dictionary files after removing records within the database.

•De-duplication

•Modifying or adding database fields, which then requires a full index

•Creating or removing users and adjusting security settings and permissions

•Tracking metrics

•Running productions

•Monitoring and extending user sessions

•Managing FYI Reviewer licensing

•Updating product versions in accordance with system requirements

•Archiving data according to your organization’s internal guidelines or client’s needs

For more information about backups and data recovery, see About backups and data recovery.

For more information about automating tasks in the FYI Admin Console, see About scheduling jobs.