Documentation

# Migration database report

The Report button generates an Excel summary of the migration database. Available on every connector tab that uses delta tracking (FileSystem, Box, iManage, iManageWeb).

# How to run

  1. Select the migration database from the Database dropdown
  2. Click Report
  3. Confirm the prompt — the report runs against the selected database
  4. The report is saved to Migrate\Report_{timestamp}.xlsx in the Epona.Migrate application directory

# Report contents

The Excel file contains four sheets:

Sheet Contents
Summary Totals: unique sources migrated (with and without errors), unique documents migrated, total document versions, unique document errors, total version errors
MigrateSource Totals Per migration source: document count, version count, version errors, and an Errors flag column for filtering. Auto-filter enabled
Unique Errors Distinct error messages grouped with occurrence count, ordered by frequency
File Errors All rows from _EDMSDocument where an error was recorded — full row dump including source key, target location, and error message

# Identifying matters that need reprocessing

Use the report to find which source locations still have failed documents:

  1. Open the MigrateSource Totals sheet — filter the Errors column to TRUE to list every migration source (matter/folder) that has at least one failed version
  2. Open the File Errors sheet for the full list of failed files — the Source key, TargetDocLib, and Error columns identify exactly what failed and where
  3. Use the Unique Errors sheet to triage: if the same error message appears hundreds of times it likely indicates a systematic problem (permissions, blocked file type, network) rather than individual file issues

Once the root cause is resolved, re-run the import. The delta tracking skip logic skips successfully migrated documents — only documents with errors (or new/modified files) are retried.

Last Updated: 5/11/2026, 2:44:29 PM