• Processor: 300+ MHz. (500+ MHz recommended).
  
• Windows 98®, Windows 2000®, or Windows NT 4.x® with Service Pack 5
  or higher.
  
• Hard Drive Space: 130 MB available space.
  
• RAM: 128 MB (256 MB Recommended).
  
• CD-ROM drive
  
• Internet Explorer 5.5 with Service Pack 1 or higher (Internet Explorer 5.5
  does not need to be your default browser, but it must be present on your system).
  

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Installation Types

In addition to the three product versions, each product can be purchased as a
mobile/stand-alone edition or as a network/concurrent-user edition. The installation
procedures for the mobile and network editions differ. Prior to beginning the installation process, you will need to determine whether you are performing a new installation or an upgrade to an existing product and carefully read through all of the steps for the appropriate (mobile or network, new or upgrade) installation type.

Mobile/Stand-alone installation: This type of installation allows the user to use the Summation application whether or not they are connected to the Local Area Network (LAN). The case data (core database, images, transcripts, etc.) can be stored on the local computer hard drive, or in a shared location on the network. Network/Concurrent-user installation: This type of installation requires that the client computer be connected to the network where the Summation application is installed in order to use it. The Summation application is actually located in a shared network location and can be run concurrently by more than one user at the same time. The case data (core database, images, transcripts, etc.) can be stored on the local computer hard drive or, more typically, on a shared location on the network.

NOTE: The product version and installation type are determined by the serial
number / install code issued upon purchase of the product. If you have questions regarding your product version or install type, please contact the Summation sales department at:

1(800) 735-7866.

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1. Insert the CD-ROM in the CD-ROM drive.
   
   
2. The setup will begin automatically. If the setup does not begin, from Windows Explorer navigate to your CD-ROM drive (typically the D drive) and double-click
   on the "setup.exe" file.
   
   
3. The installation wizard program will walk you through the following steps:
   
   

   a.	Entering user and company information, and serial number.
   b.	Viewing the Summation software license agreement.
   c.	Choosing the location to install the program files.
   d.	Choosing the program components you want to install.
   e.	Determining whether you have enough available disk space.
   f.	Creating a Windows program group.
   g.	Copying files to your system.
   h.	Installing MDAC 2.6 (if necessary). Note: If MDAC 2.6 was not already installed on your machine, you may be asked to reboot your system upon completion.
   i.	Registering newly installed files with Windows.

   
   
4. The installation is now complete; use the desktop shortcut or your start menu icon
   to launch the application.

1. Insert the CD-ROM in the CD-ROM drive.
   
   
2. The setup will begin automatically. If the setup does not begin, from Windows Explorer navigate to your CD-ROM drive (typically the D drive) and double-click
   on the "setup.exe" file.
   
   
3. The installation program will detect a previous version of Summation on your
   system and ask if you want to perform an upgrade to your existing system.
   
   

   a.	Click "Yes" if you want to perform an upgrade to your existing local application files, such as an upgrade from version 1.1 to 2.0.
   b.	Click "No" if you want to perform a completely new installation or upgrade to a different version of Summation, such as upgrade from Blaze LG to iBlaze. If you choose "No", please follow the procedures for a new installation beginning at step 3 in the "new installation" section above.

   
   
4. The installation wizard program will walk you through the following steps:
   
   

   a.	Choosing the location to install the program files.
   b.	Viewing the Summation software license agreement.
   c.	Choosing the program components you want to install.
   d.	Determining whether you have enough available disk space.
   e.	Creating a Windows program group.
   f.	Copying files to your system.
   g.	Registering newly installed files with Windows.

   
   
5. The installation is now complete; use the desktop shortcut or your start menu icon
   to launch the application.
   
   
   

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Step One:

The "server installation" must be installed to a network location. Note that the "server installation" only needs to be performed once for each Summation network/concurrent-user system and does not require registration of Summation components on the server. Please note that if you want to take advantage of Summation's integration with Windows NT security, the server must be part of a Windows NT domain and must NOT be a Domain Controller. If you are using Summation standard security, then the server can be a Domain Controller, a Member Server, or even a Novell server. See the Summation help files for further information on security.

Step Two:

The "client installation" setup must be run on the individual computers that will need to access the Summation network/concurrent-user edition product. Note that the "client installation" portion registers several components on the individual client computers and MUST be run on all of the client machines any time the "server installation" is upgraded to a newer version.

You will need access to both a workstation computer and to a shared directory located on the server that will host your Summation concurrent-user edition system. Summation DOES NOT recommend or support running the Summation "server installation" portion of the install directly from the server desktop. In addition, both computers (workstation and server) must be on the same Local Area Network (LAN).

If you are installing on a Novell Server, be sure to review the next section of this manual entitled "Novell Issues" PRIOR to installation.

Server Installation Procedure (new installation):

1. Create a shared directory on your network server if one does not already exist. If
   you do not have a shared directory available on your network, please see your server/network administrator for assistance.
   
   
2. Locate the product installation CD-ROM and place it in the CD-ROM drive of
   your workstation computer.
   
   
3. The setup program should begin automatically. If setup does not begin automatically, use the Windows explorer to navigate to your CD-ROM drive (typically drive D) and double-click on the "setup.exe" file.
   
   
4. The installation program will walk you through the following steps:
   
   

   a.	Entering company information and serial number.
   b.	Displaying the license agreement.
   c.	Choosing your target directory (network share location where you want to install your server components). This location should be a mapped drive or a UNC path (i.e. \\ServerName\ShareName\SubDir), NOT A LOCAL HARD DRIVE LOCATION. Note that the application files should be placed in a sub-directory under the shared directory, not directly on the "root" of the shared directory, as some versions of windows do not support running an application directly from the "root" of the shared directory.
   d.	Choosing which program components to install.
   e.	Choosing the location of the "client installation" setup software. Summation recommends that you choose the default location if possible.
   f.	Determining whether you have enough available disk space.
   g.	Copying files to your shared network location (UNC path or mapped drive).

   
   
5. The "server installation" portion of the installation is complete. In order to begin using the network/concurrent-user application, proceed to the "client installation" procedures and run the "client installation" for each client that will need access to the network/concurrent-user application.

Server Installation Procedure (upgrade installation)

1. Locate and log on to the same workstation that was used to create the original
   server installation.
   
   Note: If the original workstation that you performed the "server installation" from is no longer available, please follow the server installation procedures for new installations starting with step 2 in the "Server installation Procedure (new installation)" section above.
   

2. Locate the product installation CD-ROM and place it in the CD-ROM drive of your workstation computer. The setup program should begin automatically. If setup does not begin automatically, use Windows Explorer to navigate to your CD-ROM drive and double-click on the "setup.exe" file.
   
   
3. The installation program will detect a previous version of Summation on your
   system and ask if you want to perform an upgrade to your existing server.
   
   

   a.	Click "Yes" if you want to perform an upgrade to your existing server files, such as an upgrade from version 1.1 to 2.0.
   b.	Click "No" if you want to perform a completely new installation or upgrade to a different type of system, such as upgrade from a 3-node network to a 10-node network, or from Blaze LG to iBlaze. If you choose "No", please follow the server installation procedures for new installations starting with step 2 in the "Server installation Procedure (new installation)" section above.

   
   
4. After clicking "Yes", the installation program will walk you through the following steps:
   
   

   a.	Browsing to the location of the server files you want to update.
   b.	Displaying the license agreement.
   c.	Choosing which program components to install.
   d.	Choosing the location of the "client installation" setup software. Summation recommends that you choose the default sub-directory of "Client Setup" if possible.
   e.	Determining whether you have enough available disk space.
   f.	Copying files to your shared network location (UNC path or mapped drive).

   
   
5. The "server installation" portion of the upgrade is completed. Before you attempt to use the network/concurrent-user client application, proceed to the "Client installation procedures (new and upgrade installations)" section and run the client installation to update each client that will be accessing the network/concurrent-user application.
   
   

Client Installation Procedures (new and upgrade installations)

1. While sitting at the workstation computer, use the Windows Explorer to navigate to the location where you chose to install the client files. The default location is the "Client Setup" folder located in the Summation application directory (i.e. \\SummationServer\ShareName\SubDir\Client Setup).

2. Double-click on the "setup.exe" file
   
   
3. The installation program will walk you through the following steps:
   
   

   a.	Displaying the license agreement.
   b.	Choosing which program components to install.
   c.	Copying files to your system.
   d.	Installing MDAC 2.6 (if necessary). If MDAC 2.6 was not already installed on your machine, you may be asked to reboot your system upon completion of the installation process.
   e.	Registering newly installed files.

   
   
4. The client installation is complete; you can now launch the application from the desktop shortcut o your start menu.
   

Additional Installation Notes

Citrix server / Terminal server installations
Follow the installation procedures for the network/concurrent user installation. Run the "server installation" section from a separate workstation, placing the files on a shared server network location that is available to the Citrix / Terminal server. Run the "client installation" from the add/remove programs tool on the Citrix / Terminal server. If you want to publish the Summation application, the application you are publishing is located on the Summation application directory on the network (i.e. \\SummServer\SummShare\SubDir\sw32.exe). If you plan to publish the Summation network edition client, you MUST run the client installation process from the Add/Remove programs applet prior to publication.

"Push" installation methods
Summation network edition client installations can be deployed using various "push" installation methods such as Active Directory, Microsoft Systems Management Server (SMS), etc. that use windows installer files (.msi). The "Summation Blaze LG Client.msi" file located in the Client Setup directory of the server installation supports silent installation mode when run from the Client Setup directory. Note that in order to use the MSI in "silent mode", the sw.ver" file created during the server installation must be present in the same directory as the MSI file. The sw.ver file was generated during the "server installation" step, and contains important version and server file location information.

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Form Editor:

• If the Summation Blaze LG application directory is on a path containing long filenames or spaces, the Form Editor will not be available. Please be sure that the path to the files stored on your Novell server does not contain directories or files that exceed 8 characters, contain spaces, or special characters.
  
  
• If a new case is created in Summation Blaze LG (or iBlaze) AND
  
  - IF the case name has spaces or special characters in it, OR
  - IF the name is longer than 8 characters, OR
  - IF the Case Create location is on a path containing long filenames,
  - THEN the Form Editor will not be available to that specific case.
  
  
• If a case was created using 5.x and then converted to a Summation Blaze LG case,
  the Form Editor will function normally. This is recommended as an option only
  while in transition from Blaze 5.x to Blaze LG/iBlaze while the case is being
  shared between the two different versions.
  
  
• When creating new cases in Blaze LG/iBlaze on a Novell server, you can avoid Novell-related issues by creating cases with short names (8 characters or less, and no spaces or special characters). Once the case has been created, you can rename the case to something more descriptive (longer with spaces and/or special characters).

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Stage 1 Conversion: Converting the SumCase Files
The stage 1 Conversion reads the Version 5.x SumCase database and creates (.CI) files for each case. Unlike Blaze 5.x products, Summation Blaze LG products no longer use the SumCase database structure to maintain case information. This new structure facilitates organizing and setting security for the Case Listing.

When you open Summation and choose to open a different case (from by selecting "open" from the "case" menu), the Stage 1 conversion process is automatically triggered. If the conversion process is not triggered automatically, the stage 1 conversion can be activated manually by choosing "open" from the "case" menu. In the "Select a Case to Load" dialog, highlight and right-click "Summation Cases" in the case tree, choose to "Convert Prior Version Sumcase DB".

Begin stage 1 Conversion:

1. In the first text box enter the path where the Blaze 5.x SumCase database is located. (SumCase typically is found in the Blaze 5.x program directory.) If you click on the "Default Dirs" button, Summation will try to find the correct directory for you.
   
   Example of "Convert Prior Version Sumcase DB" Window.
   
   
   

2. In the second text box, leave "Summation Blaze Cases To Convert" in the text box to
   help you segregate cases that have not undergone the Stage 2 conversion process from the LG-ready cases.
   
   
3. If you want to convert a particular case, enter the name of that case in the third text box.
   It must be the exact case name used in Blaze 5.x Case Open dialog. If you leave this box
   empty, all cases will be converted. Summation recommends that you leave this box empty in order to prepare ALL of the existing cases for the stage 2 conversion process.
   
   
4. Click the "Copy to CI Files" button. This will start the Stage 1 Conversion by reading
   the SumCase database from the location you have specified in the first text box and creating a .CI file for each case, or the specified case.
   
   Note: If invalid file name characters (e.g."/") were used in the 5.x case names, those characters will be modified during the conversion.
   
   
5. A message appears on the screen indicating the number of cases that were converted.
   Close the message box by clicking the "OK" button.

Once the stage 1 conversion is complete, you will see a list of cases in the "Summation Blaze Cases to Convert" directory. These cases are now ready for stage 2 conversion.

Stage 2 Conversion (Moving Files):

The Stage 2 Conversion is the most critical, because the database files are copied into the new Summation Blaze LG/iBlaze structure. Do not interrupt this conversion process!

Summation highly recommends that you that you have a current backup copy of your cases prior to starting the conversion process. Summation will not be responsible for lost or damaged data.

Stage 2 moves or copies database files, digest files, Case Organizer files, and the images with their 5.x markups (redactions & stamps). This process is accomplished quickly, because the entire set of database files is moved using a shell move instead of copying the files to the new structure. This also reduces the risk of damage to the data. Before proceeding with the Stage 2 conversion process, verify that there are not users currently in the case. Failure to do this may cause irreparable harm to your data.

To launch the Stage 2 Conversion:

1. Open the "Select a Case to Load" dialog. Concurrent User (Network) Version: Make sure no other users are currently in the 5.x version or the Blaze LG/iBlaze version of the case. If users are still in the case during this process, serious data loss may occur.
   
   
2. Select the case to be converted from the "Summation Blaze Cases to Convert" directory by highlighting the case name and clicking on the "select" button.
   
   
3. The following message appears:
   
   
   
   
4. To proceed with the conversion, click on "Yes". To cancel the conversion, click on "No". If you select "No", the case will not be converted and you will not be able to open that case with Summation Blaze LG/iBlaze. If you select "Yes", the files are copied and a message appears indicating that the conversion was successful. The case then opens in the appropriate Summation Blaze LG product.
   
   Note: Summation suggests that the user installing the Blaze LG system should open as many cases as possible to trigger the Stage 2 conversion and reduce the number of cases others will have to convert at a later time.
   
   
5. Once the Stage 2 conversion is complete, other users on a concurrent user network system can access the case in either Summation 5.x or Summation LG/iBlaze.
   
   Example of Case Selection Window.
   
   
   
   
   

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Once the case has been converted, images will display in the Blaze LG system as they would in the Blaze 5.x system. Redactions and stamps are copied once from the Blaze 5.x system to the Blaze LG system during the conversion. This is a one-time conversion, but redactions and stamps made in the Blaze 5.x system can be copied to the Blaze LG system by selecting Add 5x Markups from the Image Viewer's Option drop-down menu.

Example of Image Viewer Drop Down Menu.

The copy process can be performed at any time, as well as multiple times in a case. It is important to note that Blaze LG products include new markup capabilities not available in Blaze 5.x products. Therefore, redactions, stamps and other markups can only be copied from the Blaze 5.x to Blaze LG, but not vice-versa. Similarly, new image file types supported by the Blaze LG viewer (i.e. multi-page Tiffs, color images, JPEGs, BITMAPs, and PDFs) cannot, of course, be viewed in the Blaze 5.x system.

Summation Blaze LG Version 2 products offer a greatly enhanced ocrBase. It is important that the ocrBase raw data is re-indexed once the Blaze LG Version 2 software has been installed. The ocrBase file size limit increased from 2 GBs to 10 GBs in Blaze LG Version 2 systems, yet the 2 GB file size limit is still maintained in Blaze 5.x systems. When sharing a case between a Blaze 5.x and LG system it is important to ensure that the ocrBase does not exceed the 2 GB file size limit, since the Blaze 5.x system is not designed to handle such a large ocrBase.

During the conversion process, users' database settings are copied from the Blaze 5.x system to the Blaze LG system, eliminating the need for users to re-implement their settings (i.e. displayed columns, sort order, etc.). Subsequent changes to users' database settings will be saved separately in the Blaze 5.x system and Blaze LG system.

Although backups and restores can be performed from either the Blaze 5.x system or the Blaze LG system, backups are saved in different locations by each system. Therefore, it is important that users are consistent and perform backups and restores of the Document and Notes databases from the same system (either the Blaze 5.x or the Blaze LG system).

The Blaze 5.x program has not been changed, therefore using a Blaze 5.x system will not give you the advantage of the new Blaze LG case organization tools, such as Saved Queries, Image Slideshows, Transcript Evidence hyperlinking, etc. However, sharing a case with a Blaze 5.x system will not limit functionality in the Blaze LG system or affect users' ability to use the new features.

Please note that sharing databases between versions is only intended to be used for a temporary transition period, and Summation DOES NOT recommend continuing the sharing for any longer than necessary to accommodate the transition period.

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Network/Concurrent-user Install:
Q:	When I install Summation network edition, should I perform the server installation at the server console or from a client workstation?
A:	The installation of a Summation network/concurrent-user edition requires that you install from a separate workstation to a shared network directory to which you have read/write permissions.
Q:	While I was installing Summation to the server, I received the message: 'The specified folder is invalid, incomplete or write protected'.
A:	The installation of Summation network edition requires that the user installing the program must have at least read/write permissions on the appropriate Summation program directory.
Q:	During the installation of Summation I was prompted for a serial number. When I entered my serial number and clicked the "next" button, I received the message: 'The Serial No. that you have entered is NOT ACCEPTED, please reenter a valid serial number in order to proceed.'
A:	Your serial number must be entered accurately, including all specified characters and hyphens. Please check your documentation or box cover to verify characters. If you still experience these issues, please contact your sales representative or Summation technical support for assistance.
Q:	I am installing Summation network edition on my Novell network, before I get started are there any special considerations?
A:	Yes, please install Summation network edition into a program folder with eight characters or less.
Q:	While installing Summation from my new CD, I received the message: 'An error occurred during the move data process...'
A:	This message may indicate that you received a CD that was damaged in transit. Please contact Summation Technical Support or your sales representative to get a new CD-ROM.
Q:	While installing Summation from my new CD, I received the message: 'Can't find data3.cab please insert disk 0.'
A:	This message may indicate that you received a CD that was damaged in transit. Please contact Summation Technical Support or your sales representative to get a new CD-ROM.
Q:	I do not have a dedicated server for hosting my Summation network/concurrent-user system and/or network cases. I need to install my Summation network/concurrent-user system on a Peer-to-Peer network, are there any special considerations?
A:	Simply choose the workstation computer that will act as your designated "server" and create the server share. Follow the network/concurrent-user system directions for the "server" installation. If you want to run Blaze LG from the "server" desktop, browse the network and connect to your shared "server" directory (do NOT browse to the local file system i.e. c:\). Locate the "Client Setup" sub-directory and run setup.exe. For more information on installing Summation network edition on a Peer-to-Peer system, please visit our online knowledge base at http://support.summation.com/
Q:	While installing Summation I receive various errors related to system permissions.
A:	When installing Summation products on Windows NT/2000/XP, you must have administrator-level permissions. Please log out of the computer and log in as an administrator.

Client installation:
Q:	When I install Summation network edition, should I perform the server installation at the server console or from a client workstation?
A:	The installation of a Summation network/concurrent-user edition requires that you install from a separate workstation to a shared network directory to which you have read/write permissions.
Q:	Now that I've installed Summation network edition from a workstation to the server, what's next?
A:	All workstations that need access to the Summation network edition as a client must have the client software installed on the local workstation. By default the client installation application is located in your shared network application directory under the "Client Setup" directory.
Q:	I am ready to install the Summation network edition's client software on the local machines but I do not have a CD for the client installation.
A:	This is by design. All components necessary to run the client software's installation are located in your Summation network edition's program directory, within a folder named "Client Setup". To perform this task, log into a client workstation and "browse" to your Summation network program folder, locate the "Client Setup" folder and run the "Setup.exe" file. This will install the files necessary to run the Summation network edition from that local machine. Perform this same task on all machines that are intended to access Summation network edition.
Q:	I was installing the client software for Summation network edition, I received the message: 'Unable to determine location of Summation network folder.'
A:	A file in your "Client Setup" folder, the SW.VER file, contains pathing information specifying where your Summation network edition is installed on the network. The client installation process reads this file for pathing information. Below is an outline of the information that the SW.VER file needs. You can open this file in Windows Notepad and enter the following info into the "SW.VER" file. [sw] Ver=200 AppDir="Path to Summation network edition program directory" Note: The "Path to Summation network edition program directory" is either a UNC path or mapped drive location on your Local Area Network (LAN). Save the file and rerun the client installation.
Q:	If I update a Summation Blaze LG 1.x network edition installation to a Summation Blaze LG 2.x network edition installation, do I need to update the client software as well as the server installation?
A:	Yes, if you are updating your Summation network edition product, your client workstations needs to rerun the client "setup.exe" program to update the client software on every workstation. Failure to do this step EVERY TIME you update your Summation installation will cause unpredictable program behavior.
Q:	I purchased a 10-node Blaze LG network edition system. I have 15 users that will be accessing this 10-node network edition system. Can I install the Summation Blaze LG network edition client on all 15 computers?
A:	Yes. The number of "nodes" in your network edition system refers to the number of users that can connect to your network system CONCURRENTLY (at the same time) not the number of computers on which the client software is installed. Note that, in this case, up to 10 network clients will be able to use the network installation at once.

 

Stage 1 Conversion:
Q:	Now that I have successfully installed Summation network edition on my server and have installed client software on the workstations, what's next?
A:	At this point, you are now ready to convert your 5.x cases. Please refer to our documentation on "Case Conversion" outlined previously in this manual.
Q:	I just completed the installation of my Summation network edition on my server and installed client software on the workstations, but I do not see any of my Summation Blaze 5.x cases. What's going on?
A:	At this point your Summation Blaze 5.x cases are ready to be converted. Please refer to our documentation on "Case Conversion" outlined previously in this manual.
Q:	Before I proceed with the Stage 1 Case Conversion, should I have all users exit the 5.x version of Summation?
A:	Yes, it is absolutely imperative that all users exit Summation 5.x during the entire Case Conversion process. Failure to do so can cause irreparable damage to your case data.
Q:	While I was attempting to run the Stage 1 Case Conversion, I received the message: 'Can't find Sumcase Database in…'
A:	Please verify that the field labeled "Enter the path to a Sumcase Database" in the "Copy Sumcase database records to CI File Format" dialog box contains the correct path to your Summation 5.x directory.
Q:	While I was attempting to run the Stage 1 Case Conversion, I received the message: 'No Sumcase records found.'
A:	This message may indicate that either the field labeled "Enter the path to a Sumcase Database" in the "Copy Sumcase database records to CI File Format" dialog box contains the incorrect path (this path should point at your Summation 5.x directory), or the message could mean that your cases were already converted.
Q:	Now that I am ready to convert my Blaze 5.x cases, is there anything I should do to prepare for the conversion process?
A:	Yes, before converting your cases to the new version of Summation, make sure that you can successfully open all of your cases in Blaze 5.x. If there is a problem opening them in Blaze 5.x, the conversion to LG will not work correctly.
Q:	I have cases created in versions of Summation previous to version 5.x, is there any preparation that needs to take place before converting my cases?
A:	Yes. Before converting any of your cases that were created before Summation version 5.0 (Known as "old style database" or "RBF" files), you will first need to convert the database files. You can convert your pre-5.0 databases by pressing "Control+Shift+C" from the Case Folder Main window in version 5.x (be sure to follow all on screen prompts in carefully). Each case database will have to be converted one at a time.
Q:	How can I tell if any of my databases were created previous to Summation version 5.0?
A:	Open each of your cases. From the menu bar, select Case and then click on Customize. This screen will display the current case data's location. Go to that location in Windows Explorer, you will know if you are using an "old style database" by looking at the file extension of your database files. If you see that your database files are using the .RBF extension, this is indicating that you have an "old style database" and that your database will have to be converted using the "Control+Shift+C" method mentioned above.
Q:	Does the Case Conversion process move any of my case data to another location?
A:	No. The Case Conversion process does not move any of your case data to another location. Please see our Case Conversion documentation for more details.

Stage 2 Conversion:
Q:	After I have completed the Stage 1 case conversion, what's next?
A:	After you have successfully completed the Stage 1 case conversion, you need to follow the directions for the Stage 2 case conversion process before your cases are available to your new Summation Blaze LG/iBlaze application. Please see the Stage 2 case conversion directions outlined previously in this manual.
Q:	Before I proceed with the Stage 2 case conversion, should I have all users exit the Blaze 5.x application?
A:	Yes, it is absolutely imperative that all users exit Summation Blaze 5.x during the entire case conversion process. Failure to do so can cause irreparable damage to your case data. Also, please make sure that you have full rights to all case directory paths and/or that none of your case files are marked as read-only.
Q:	While I was in the process of performing a Stage 2 case conversion on one of my cases, I received the message: 'The Case can not be converted at this time because the case is open and it's database is in use. Please have all users leave the case. Then try the conversion again.'
A:	If you received this message during the Stage 2 case conversion, then one or all of the following things are happening: 1) The case is open by another user; have that user exit the case; 2) The case files for this case are marked read-only or you do not have permissions to modify files in this directory. Please make sure the read-only attribute is deactivated on all case files and that you have read and write permissions to all of the case directories before proceeding with the case conversion.
Q:	While I was in the process of performing a Stage 2 case conversion on one of my cases, I received the message: 'Can not read from file or source disk.'
A:	If you received this message during the Stage 2 case conversion, then one or all of the following things are happening: 1) The case is open by another user; have that user exit the case; 2) The case files for this case are marked read-only or you do not have permissions to modify files in this directory. Please make sure the read-only attribute is deactivated on all case files and that you have read and write permissions to all of the case directories before proceeding with the case conversion; 3) Your database files may not be located in the case directory. If this is so, please move all database files (*.SE1, *.SE2, *.SE3 and *.FRM) to the root level of the case directory to successfully proceed with the Stage 2 case conversion process.
Q:	While I was in the process of the Stage 2 case conversion, I received the message: 'The database directory is not the same as your case directory. There is no conversion for cases with databases in alternate directories.
A:	To proceed with a successful Stage 2 case conversion, move all database files (*.SE1, *.SE2, *.SE3 and *.FRM) to the root level of the case directory. Make sure to update the Case Customize case data pointers to the new database file location.