How to Upgrade Intella Team to Intella Investigator

    1. Download installer from https://www.vound-software.com/software-downloads
    2. Start the Installer

    3. Click Next

    4. Agree to the License Agreement

    5. Choose typical or custom installation. If you choose typical, it wil install both Investigator and Node to C:\Program Files\Vound\Intella Investigator 2.6. If you wish to install in a different location or Install only Investigator/Node, please choose “Custom” installation. (Note: Intella Node is required to be able to Index sources in cases via Intella Investigator. Please refer to the product User Manuals for more information).

    6. If you Chose Custom installation, this next screen will ask you which products would you like to Install. If you have no other instance of Node, please choose both and click Next.

    7. You will now have to specify the path that you wish for the products to be Installed on.

    8. You will now need to provide the service account credentials (Instructions on how to create a valid service account can be found here: https://support.vound-software.com/help/en-us/8-installation/99-creating-a-service-account-in-windows) If you do not have a service account and are unable to create one, please untick the option to install as a service.

    9. Once the valid credentials are entered, please click on Next.

    10. Choose the start menu shortcuts path and click on Next.

    11. The Installation process has started. Please bear with it until it finishes.

    12. After the Installation completes, a Welcome webpage with Setup steps to help you get started. Once you click on the Login button, it will open a new browser window with the login screen to Intella Investigator where you need to type in your credentials do the Admin Dashboard. (Default credentials are Login: admin; Password: admin)

    13. Please note, if Intella is Installed as a service, it will be installed under a separate user (as the service account) which means that all configurations and cases from Team Manager will not be available. In order to import the old cases, in the Admin Dashboard, you need to go to the “Import” tab.

    14. Here, you can specify the path where the case is located and click on Add Case.

    15. This case will now be available on the “List” tab.
    16. Due to the case being created with a 2.5.x version of Intella, it will require Conversion. To do that, you need to click on the “Convert Case” button.
      IMPORTANT NOTE: Please make sure that Intella Node service or application (depending on the installation options you chose) is running. Intella Node is required for the conversion process.
      IMPORTANT NOTE 2: The conversion process can be time consuming depending on the case size. Please make sure adequate downtime window is scheduled as during the process the case will be unavailable to reviewers.

    17. You will receive a window advising that this will create a copy of the case (the 2.5 case will still be available for use with older versions of Intella.)

    18. Clicking on Yes, will give you a window to specify the Name of the newly created case, the case folder where the new case will be located and the Node you can use to convert the case. (If you installed the application as a service, the Node should already be available on the dropdown menu, if you have not installed as a service, you need to start the IntellaNode.exe application from the Investigator installation path)

    19. Once you click on Start Conversion, the process will run in the background.

    20. When the conversion process is finished, you will have the “Finish case conversion” button available.

    21. Intella will then ask you if you wish to add the case to the list, to which you should answer “yes”

    22. The case will then be made available on the list.

    23. After setting up the user accounts (please review the User Manual section going into this with details - https://www.vound-software.com/docs/investigator/2.6.1/Intella%20Investigator%20Administrator%20Manual.html#_user_management) and granting user access to the case (https://www.vound-software.com/docs/investigator/2.6.1/Intella%20Investigator%20Administrator%20Manual.html#_granting_case_access_to_users) You will be able to click on the “Share” button which will make the Case URL clickable. After clicking it, you will be taken to a new browser window where the case is located.


    Updated August 2023
    Tags
    Intella Investigator
    Published