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Transfer User Settings/History between accounts


Megan LaFrance

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Here is my scenario:

I've setup an Eclipse user account for temporary purposes and provided that to a reviewer; they have setup some saved searches, private tags and complete review in a handful of cases. I've now imported their AD account for their long term user account.

Question:

Is it possible to transfer any of the user related items from the searches, tags, and reviewer history to this new user account so their work product is retained as that other user will get removed?

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Here is my scenario:

I've setup an Eclipse user account for temporary purposes and provided that to a reviewer; they have setup some saved searches, private tags and complete review in a handful of cases. I've now imported their AD account for their long term user account.

Question:

Is it possible to transfer any of the user related items from the searches, tags, and reviewer history to this new user account so their work product is retained as that other user will get removed?

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  • S.W.A.T. Engineer

Hi Megan,

 

At this time there is no simple mechanism for copying that information. A workaround is available by editing some User information in the Activity Tracking tables, which would allow the user to retain their custom layouts and other settings. Items such as activity history, searches, and so forth, are bound to the UserKey value assigned to that user for the case in question. This UserKey value is an internal-only value that is automatically assigned by the system the first time a user accesses a case, and is bound to the user name for the user. Additionally, since we are changing a value in the database to make this change, rather than copying the settings, there are a few limits as to what it can do:

 

1. Any changes performed by the "old" username prior to making the edit described below, will now all show as being performed by the "new" username.

2. After making this change, if the user logs in again with the "old" username, they will not have access to any of their old settings; the system will not recognize them as having logged into the case before, and will generate a new UserKey value associated with it.

 

Because of these limits, we discourage using this method. Anyone who wishes to make the following edit should be bear the following in mind:

 

This should be done prior to the "new" user account logging into the case for the first time, and a full backup should be made of the database prior to any changes being implemented. It is also IMPERATIVE that no other values besides UserName, FirstName, and LastName are modified, as improper changes might result in unexpected database functionality. These edits should only be performed by a DBA or someone familiar with analyzing and understanding SQL data relationships. The change described below will operate as expected in Eclipse 2016.3; however, as this bypasses normal software workflow, it is provided "as-is" and the end user accepts any risk inherent in modifying the program's established operation.

 

Because Eclipse determines user settings by evaluating the user name used to access a case, and it stores a UserKey value associated to each user name which has accessed this case, we can edit a single field to achieve the desired results. You can edit the 'ActivityTracking.DIM_User' table within the Eclipse Case in question in order to "migrate" the settings to the new user. The change is as simple as locating the old user in the "Username" column and modifying this name to match the new AD user account. For instance, if we were using "JohnDoe@lawfirm.com" previously and now have an AD user account for "JohnDoe," we would need to locate the entry in ActivityTracking.DIM_User with the UserName of "JohnDoe@lawfirm.com" and rename it to "JohnDoe." When the user logs into this case using the "JohnDoe" account, the system will recognize this username and load settings associated with the UserKey.

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  • S.W.A.T. Engineer

Hi Megan,

 

At this time there is no simple mechanism for copying that information. A workaround is available by editing some User information in the Activity Tracking tables, which would allow the user to retain their custom layouts and other settings. Items such as activity history, searches, and so forth, are bound to the UserKey value assigned to that user for the case in question. This UserKey value is an internal-only value that is automatically assigned by the system the first time a user accesses a case, and is bound to the user name for the user. Additionally, since we are changing a value in the database to make this change, rather than copying the settings, there are a few limits as to what it can do:

 

1. Any changes performed by the "old" username prior to making the edit described below, will now all show as being performed by the "new" username.

2. After making this change, if the user logs in again with the "old" username, they will not have access to any of their old settings; the system will not recognize them as having logged into the case before, and will generate a new UserKey value associated with it.

 

Because of these limits, we discourage using this method. Anyone who wishes to make the following edit should be bear the following in mind:

 

This should be done prior to the "new" user account logging into the case for the first time, and a full backup should be made of the database prior to any changes being implemented. It is also IMPERATIVE that no other values besides UserName, FirstName, and LastName are modified, as improper changes might result in unexpected database functionality. These edits should only be performed by a DBA or someone familiar with analyzing and understanding SQL data relationships. The change described below will operate as expected in Eclipse 2016.3; however, as this bypasses normal software workflow, it is provided "as-is" and the end user accepts any risk inherent in modifying the program's established operation.

 

Because Eclipse determines user settings by evaluating the user name used to access a case, and it stores a UserKey value associated to each user name which has accessed this case, we can edit a single field to achieve the desired results. You can edit the 'ActivityTracking.DIM_User' table within the Eclipse Case in question in order to "migrate" the settings to the new user. The change is as simple as locating the old user in the "Username" column and modifying this name to match the new AD user account. For instance, if we were using "JohnDoe@lawfirm.com" previously and now have an AD user account for "JohnDoe," we would need to locate the entry in ActivityTracking.DIM_User with the UserName of "JohnDoe@lawfirm.com" and rename it to "JohnDoe." When the user logs into this case using the "JohnDoe" account, the system will recognize this username and load settings associated with the UserKey.

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