Generis Archive - fme Life Sciences

Webinar 🖥️ Modern Archiving for Life Sciences Enterprises: A Case Study

by Meghan Carr | Sep 11, 2025 | Generis, Life Sciences, OpenText, Technology Services

IT and Operations teams that complete digital transformation programs often face a familiar question: what happens if they decide to leave some records or documents behind? Our clients sometimes run multi-year initiatives to move onto new, best-of-breed platforms. But they may not want to bring every document or decade’s worth of data with them. Still, compliance requirements mean that historical content can’t simply be ignored. So then what? Keep the old systems running? Pay a small team to maintain them?

In today’s competitive environment, these challenges aren’t just operational, they can create a real strategic disadvantage. Let’s look at the most common pain points we hear from clients and partners.

Technical and Operational Challenges

Rising Infrastructure Costs
Maintaining outdated systems and on-premise architectures drives up costs. Hardware upkeep, security patching licensing, and support all add up, making it difficult for organizations to scale efficiently.

System Complexity and Maintenance Overhead
Years of customizations, patches, and integrations often leave legacy platforms fragile. Specialized skills are required to keep them running, but those skills are harder to find as IT professionals gravitate toward modern technologies.

Data Silos and Inconsistent Metadata
Mergers, acquisitions, and department-level repositories often leave organizations with fragmented archives. This leads to inconsistent metadata and taxonomies, reducing visibility and slowing access to critical records.

Compliance and Risk Management Challenges

Audit and Inspection Readiness
Regulators expect rapid, accurate access to historical documents. Legacy systems, with clunky user interfaces and inconsistent metadata, make it difficult to retrieve information quickly during audits or inspections.

Validation Burden
Maintaining compliance requires frequent re-validation of legacy platforms. However, even minor patches or upgrades can trigger new rounds of validation driving up costs and eating up time.

Security Vulnerabilities
Outdated platforms often lack modern safeguards such as role-based access controls, real-time monitoring, or advanced encryption. This leaves sensitive records exposed to potential breaches.

The Bottom Line

IT and Operations leaders are being pulled in all directions: rising infrastructure costs, growing compliance demands, user frustration, and leadership pushing for innovation and AI adoption.

But there is a path forward. Modern archiving strategies allow organizations to move to new platforms without dragging along every last document, while still ensuring compliance, security, and accessibility.

Case Study: fme Modernizes Archiving for Life Sciences Firm

Does this sound familiar? If so, you’re not alone, and there are clear paths forward. There are practical strategies to break free from legacy systems and move toward scalable, secure, and compliant information management.

Early in 2025, one of our global pharma clients faced this exact situation. They decided it was time to retire their costly legacy systems and replace them with a modern archiving solution that could meet today’s business and regulatory requirements.

They turned to fme Life Sciences for our decades of experience in content migrations and our deep understanding of Life Sciences business requirements. Together with our partner Generis, we combined the flexibility of the CARA Platform with the power of fme migration-center to provide a scalable, cost-efficient archiving solution that not only addressed immediate challenges but also laid a strong foundation for future AI-enabled capabilities.

View the Recording to Learn More

If you are struggling with similar challenges with the costs and barriers of legacy systems, view the recording for Modern Archiving for Life Sciences Enterprises: A Case Study to learn more about this distinctive solution. fme’s president Frank D’Entrone and Generis’ Rex Harrison will be sharing details on the project, as well as how the combination of fme and Generis solutions enabled the client to not only achieve immediate goals, but established a strong foundation for future capabilities.

Why Watch This Webinar?

In this session, you’ll learn:

- How to eliminate excessive legacy system maintenance costs and integration complexity
- Planning process and significant benefits of fme’s custom-built archiving tool leveraging Generis CARA and fme’s migration-center
- An introduction to CARA’s AI-powered capabilities for search and content interaction
- How the strategic partnership between fme and Generis benefits our clients

Webinar Details

🖥️ Title: Modern Archiving for Life Sciences Enterprises: A Case Study

📅 Date: Recorded Tuesday, October 7, 2025

Who Should Attend?

- IT Leadership (CIOs, IT Directors, Architects)
- Regulatory & Quality leaders
- Records, Information Management and Data Integrity professionals
- Digital Transformation / Business Systems Owners
- Migration & Compliance IT teams

If your teams are weighed down by the costs and risks of legacy archiving systems, this is your opportunity to learn how to modernize with confidence, especially if you have implemented or are considering modern solutions within other departments.

👉 View the recording today and be ready to learn efficient and cost-effective archiving with modern solutions.

View Recording

Unlock the Power of Generis CARA for Quality — With fme as Your Proven Migration Partner

by Meghan Carr | Apr 16, 2025 | Generis, Quality, Technology Services

The life sciences industry is redefining what quality means in the digital era. No longer confined to siloed workflows or paper-era processes, modern quality management demands real-time insights, cross-functional alignment, and seamless integration across systems.

That’s why more organizations are choosing Generis CARA, a next-generation platform built not only to modernize quality operations, but to align them with broader regulatory, clinical, and enterprise goals. But reaching that vision takes more than selecting the right platform: it requires executing a migration strategy that ensures business continuity, compliance, and long-term value from effective data usability.

This is where fme delivers.

Why Generis CARA is Gaining Momentum

Generis CARA is rapidly becoming the platform of choice for forward-looking life sciences organizations that need more than just incremental improvements to their quality systems. What makes CARA stand out is its metadata-driven architecture, which enables intelligent workflows, dynamic configurations, and true cross-functional collaboration.

CARA brings quality, regulatory, safety, and clinical processes together in a truly single, harmonized environment, eliminating the inefficiencies of disconnected systems that require manual connectivity and redundant data. The platform’s modern UX, personalized dashboards, and responsive design enhance adoption and usability, while deployment flexibility (including public cloud, private cloud, or on-premise) supports a wide range of IT and compliance strategies.

With built-in interoperability and open APIs, CARA integrates naturally with ERP, LIMS, PLM, and other enterprise systems, helping quality become a connected, agile function across the business. Those who know me, know this is a major sticking point for me – stop duplicating your master data in your QMS when you can integrate with your ERP, please!

Proven Experience with Generis CARA Migrations

fme doesn’t just understand quality systems: we understand how to move them. We are actively supporting some of the world’s most complex and highly regulated organizations as they migrate to Generis CARA today. That firsthand experience gives us a deep understanding of the platform’s architecture, its data model, and the transformation steps required to get from legacy to next-gen, all without compromising compliance.

We combine that expertise with migration-center®, our purpose-built migration platform that enables large-scale data and document migrations with precision and traceability. From structured metadata to unstructured legacy documents, we help organizations classify, map, transform, and verify every record so what arrives in CARA is not only compliant, but clean, usable, and aligned with your business goals.

Our work isn’t theoretical. It’s happening now and delivering measurable value to companies modernizing their global landscapes with CARA.

What fme Brings to the Table

Making the move to a new QMS platform is a high-stakes endeavor. fme brings the tools, expertise, and industry knowledge to ensure that the migration isn’t just successful, it’s designed in line with your organization’s strategic goals. That means not only preserving compliance and continuity, but also structuring your data to support future innovation.

Whether you’re building a foundation for AI-driven quality insights, enabling advanced trend analysis, or preparing for greater integration across enterprise systems, we ensure your migration delivers usable, intelligent, and value-rich data that is ready to power what’s next. Here’s what you can count on fme for:

End-to-end CARA migration services, from legacy system analysis with our Migration Readiness Evaluation and Data Quality Assessment offerings to migration execution to legacy system decommissioning and archiving
Accelerated execution through reusable templates, automation frameworks, and proven methodologies from hands-on migrations into CARA
Change-aware transformation, built to preserve compliance history and improve future usability

We don’t just move data, we move the right data, in the right format, with the right controls to support your next-generation quality operations.

The Right Platform. The Right Partner.

Generis CARA is changing the way quality systems work. fme ensures you get there the right way: confidently, compliantly, and with a migration strategy designed to deliver value from day one.

Let’s talk about your path to Generis CARA. Download the datasheet below to learn more about fme’s capability with the Generis CARA platform, and request a personalized discovery discussion.

Download fme's Generis Capabilities Datasheet

Simplify Your Migration to Generis CARA

by The fme Team | Feb 17, 2025 | Generis, Migration Services

Recently, we’ve been helping several leading life sciences clients understand the details, requirements and powerful possibilities of a migration to Generis CARA. If you are unfamiliar, we highly recommend taking the time to learn about the platform to compare your current challenges against CARA’s capabilities. Here’s a quick overview to get you started. Download our Generis datasheet for additional details and to request to meet with fme’s Generis CARA experts.

About Generis CARA

First off, the CARA Platform from Generis is a versatile, low-code foundational content and data management platform designed to solve the complex needs of industries such as pharmaceuticals, biotech, medical devices, and other highly regulated sectors. Regular updates and an experienced eye on the future of content management allow the CARA Platform to deliver a comprehensive, scalable solution equally suited to storing content and contentless objects, providing configurable flexibility to be used for almost any industry.

For life science firms, there is the CARA Life Sciences Platform: an interconnected suite of applications specifically designed to address the challenges of companies with interconnected Regulatory, Quality, Safety, and Clinical processes. It is an easily configured and pre-validated apps platform leveraging distinct modules that simplify and streamline system administration tasks. Generis CARA provides the connectivity, visibility, consistency and capability to reduce re-work and wasted effort and take control of business processes.

Generis CARA provides:

Powerful Architecture: The CARA Platform is back-ended by ElasticSearch, a non-relational database designed to flexibly handle millions of events per second and petabytes of data.
Flexible Configuration: The CARA Platform boasts an in-browser configuration interface with a broad menu of capabilities as well as direct scripting for advanced requirements. Implementation teams are able to script, test, and publish custom actions and other scripted activities without accessing a server or setting up an integration. This supports a seamless user experience with substantially less downtime for updates.
Built in AI Features: Generis built CARA with substantial AI capabilities available out-of-the-box including practical use cases deliver tangible ROI and significantly reduce the time to search for, manipulate and create content.
Shared Administration Ownership: To maximize user adoption and useability, core admins can manage type definitions and other configuration items with the potential for broad impact, while exposing a limited scope of configuration to allow business leads, junior admins, or expert users to make changes to dictionary drop down lists, update dashboards, reports, and workflow templates. Used effectively, this capability can alleviate day-to-day administrative activities for core admin teams, freeing resources to work on priority projects and initiatives.
Exceptional User Experience: The end user experience is often the greatest consideration when selecting a platform and the CARA Platform provides a well-planned, incredibly responsive user experience. Users will be able to quickly adopt the CARA Platform and configure it to their own requirements.

Challenges of Migration to Generis CARA

While the power and flexibility of the Generis CARA Platform is clear, there is an important point to remember. In fact, this isn’t just a quirk of CARA, it is the same for any solution: all capabilities and functionality heavily depend on the organization of the data, metadata and documents it contains. A great system with redundant, obsolete and / or trivial data won’t deliver the useability, compliance requirements or ROI that a business needs to achieve its goals. Unfortunately, many companies fail to effectively prepare their data for the final migration to their target platform, mostly because they are simply unaware of the state of their data.

Here are a few of the ‘short cuts’ we’ve been called to correct:

Assuming 1-to-1 Transfers: This is a far too common mistake. Moving data from a legacy solution to a new, modern platform will never be a 1-to-1 transfer. The way software developers store and even think about data changes continuously. New structures, formats, and metadata requirements evolve to be more efficient and compatible with new systems and coding languages. Think about it: If a data structure hasn’t changed, there’s a high probability the platform isn’t evolving to meet the needs of today’s businesses. Tread carefully when there is an assumption that your migration experience will be easy and a simple “like-for-like” – unless you’re taking a digital solution that has the exact configuration as your legacy system, this will never work. Trust us.
Vendor Professional Services: This sounds like a criticism but it’s simply a business reality. Vendor professional services understand their own system, but have little experience in the structures of the many different source repositories. They’ve focused their time on building a forward-looking solution to solve challenges of today and be ready for the future. They don’t have time to train on, or more importantly, have true hands on experience with, the details of every possible legacy system or the always-present customizations and workarounds made over the years. Likewise, we have seen far too often our clients being handed a mapping specification by vendors and told to fill it out. Good luck! You are going to need it without industry and migration expertise on board.
AI and ‘Automated’ Tools: Emerging AI-based data analysis tools promise a lot, and some are more accurate than others, but they aren’t prepared for the intricacies of regulated data, compliance regulations and requirements, or improperly stored and classified data. The consequences of failure are high, and AI-based tools without detailed human review haven’t proven they can accomplish the tasks required without adding substantial risks.
Relying on Internal Resources: We have worked with amazing teams, but even the most skilled internal resources rarely have the required time to focus on a full migration effort. It is also rare for them to have the depth of knowledge required within both their existing system and the newly updated CARA platform. Many times, we’ve seen deadlines extend far beyond initial plans as skilled internal resources are shifted to other priorities and data preparation receives less focus. This inevitably causes sacrifices and short cuts, increasing risks of errors and detrimental business consequences. In some cases, we are called in after the fact to support massive remediation efforts due to the rush job of simply shoving data in to meet a deadline.

fme Simplifies Migration to Generis CARA

The bottom line is, an accurate, organized data migration is essential for the success of any digital transformation initiative. This is our focus. fme has become the industry leader in successfully executing the complex migrations that allow industry leading firms take advantage of the most powerful new solutions. In fact, after over 20 years of migrating data from all leading platforms, we are experts at extracting, transforming, and importing legacy data effortlessly from any source system, including databases, file shares, cloud platforms, and legacy applications.

As a certified Generis partner, we understand the requirements, functionality and configuration options of the CARA Platform. Let us help you ensure your data is transferred accurately and efficiently, on time and on budget, so you can achieve the full value of your investment in the CARA platform. Download the datasheet below to learn more about our data migration methodology, as well at the additional ways we can support your transformation journey.

Download our Generis Services Datasheet

Solutions for the CARA Platform at Generis Generate 2024

by The fme Team | Mar 20, 2024 | Events, Generis

fme is excited to be presenting our CARA Platform success stories and solutions at Generate 2024 in Lisbon, Portugal this April. As a certified Generis partner, we’ll be contributing to the discussions and sessions focused on maximizing the value of The CARA Platform and The CARA Life Sciences Platform, specifically built for Life Sciences applications.

Here are a few of the topics we’ll be sharing. Contact us below to schedule a custom presentation on how fme can serve your CARA Platform needs.

Successful Migrations to The CARA Platform

The fme team are experts at migrating data, documents and content into, out of, and within the leading content management platforms in the most complex regulated industries. We bring all our experience and know-how to The CARA Platform and have earned our Certified Partner badge year after year.

Whether you are moving to CARA for the first time, consolidating repositories, or upgrading to the newest release, fme understands the possibilities and pitfalls of the platform, and can ensure you have a smooth transition that delivers the maximum ROI while minimizing downtime. Our business consulting and technology services teams work together to provide end-to-end CARA implementation support to ensure your configuration and integration is effectively aligned with your business processes and goals.

Custom-built Tools and Solutions

fme has built a portfolio of proprietary tools and services to streamline and accelerate migration initiatives that we apply to CARA Platform initiatives. Each of these solutions has been tested, refined, and proven through years of client projects.

migration-center™: Save you 60% in costs and 80% in project duration with migration-center, our proprietary migration tool that is CARA ready, allowing you to minimize risks while migrating from any source system into CARA with ease. Learn more >>

MetadataAssist℠: Leverage the power of guided AI and NLP to identify and rescue disconnected content. MetadataAssist supplements your team’s expertise to accelerate the analysis, identification, categorization, and updating of metadata on millions of documents in a fraction of the time. We ensure all your information is fully organized and accessible. Learn more >>

HealthCheckAssist℠ for Generis: Don’t guess at how to improve – HealthCheckAssist tells you where you are and where you should go next based on your own priorities and business goals. Our experts analyze and evaluate your current system and provide a prioritized roadmap for best next steps to enhance efficiency and effectiveness. Learn more >>

compliance-center℠: Streamline, simplify, and accelerate your validation workflows. Built on the CARA platform and based on the CSA guidelines plus our 25 years of working with global pharmaceutical firms, compliance-center’s intuitive interface and clear instructions guides you through your validation process, providing detailed direction on when you can take advantage of CSA, when traditional CSV is required, and when a hybrid approach is possible. Learn more >>

Let’s Connect at Generate 2024!

If you are attending Generate, contact us so we can connect at the booth and join us for our VP of Business Consulting David Gwyn’s presentation on Insights and Best Practices for Maximizing the Value of The CARA Platform. We look forward to seeing you there!

Let's Connect at Generate!

Not attending? No Problem!

If you aren’t able to attend Generis Generate this year, we still have you covered! Connect with us below and we’ll send you the conference slides, and schedule a customized introduction to our CARA Platform solutions.

I'm Interested in CARA Solutions

Solution Spotlight: The CARA Platform from Generis

by Alicia Whitney | Feb 23, 2024 | ECM, Generis, Partners

The CARA Platform from Generis is a versatile, low-code foundational content and data management platform designed to solve the complex needs of regulated industries such as pharmaceuticals, biotech, medical devices, other life sciences and other highly regulated sectors. With adaptable configuration options and Generis’ deep understanding of user workflows, its flexibility and user experience are a comprehensive solution to a wide variety of complex business challenges. Learn more about the CARA Platform below, and contact us for more details and a demonstration of what it can do for you.

The CARA Platform – Greater than the sum of its parts

An incredibly scalable platform, the CARA Platform is ready to solve a variety of business challenges. With recent updates, the CARA Platform is equally suited to storing content or storing contentless objects, providing configurable flexibility to be be used for almost any industry. On top of this is the CARA Life Sciences Platform: an interconnected suite of applications specifically for Life Sciences companies that provides a unified Regulatory, Quality, Safety, and Clinical process management. It is an easily configured and pre-validated apps platform leveraging distinct modules that simplify and streamline system administration tasks.

Powerful Architecture

The CARA Platform is back-ended by ElasticSearch, a non-relational database built on Lucene, which offers scalability and disaster recovery. ElasticSearch is specifically designed to scale to handle millions of events per second and petabytes of data.

Flexible Configuration

The CARA Platform boasts a low-code approach with an in-browser configuration interface. Generis has included a broad menu of capabilities that can be configured without any knowledge of code or query language. Where the extensive configuration options cannot meet a design requirement, scripting is available directly within the configuration interface. Implementation teams are able to script, test, and publish custom actions and other scripted activities without accessing a server or setting up an integration. The ability to embed scripting within a configuration item makes the entire application portable between dev/test/prod environments without the need to make any changes at the server level. Additionally, configuration changes are available immediately in the environment, requiring, at most, a browser page refresh. This supports a seamless user experience with substantially less downtime for updates.

Shared Administration Ownership

To maximize user adoption and useability, businesses can empower users to manage their own configuration in the CARA Platform. While core admins can manage type definitions and other configuration items with the potential for broad impact, it is possible to expose a limited scope of configuration to allow business leads, junior admins, or expert users to make changes to dictionary drop down lists, update dashboards, reports, and workflow templates. Leveraging this capability can alleviate day-to-day administrative activities for core admin teams, freeing resources to work on priority projects and initiatives.

User Experience

The end user experience is often the greatest consideration when selecting a platform. The CARA Platform provides a well-planned user experience which due to the ElasticSearch backend is incredibly responsive. Users will find click/search/view actions beyond other content management solutions and will be able to quickly adopt the CARA Platform due to the potential for them to configure parts of their platform to their own requirements.

On top of the robust configuration options available within the CARA Platform, the Generis team is collaborative, responsive, and informative, constantly improving on the product to provide a satisfying end user experience.

Generis, The CARA Platform, and fme

The CARA Life Sciences Platform is an excellent option to provide the functionality needed for the client solution. Through our years of partnership, fme has successfully implemented and configured the CARA Platform for many business processes:

Controlled content and data management
An archive solution
Living-document management with collaboration capability
Validation documentation and execution solution
Organizational Knowledge Management
And many more

To learn more about how the CARA Life Sciences Platform can solve your content and data management and user workflow challenges, contact us using the form below. We’d be happy to provide more details and a demonstration of the full capability of the CARA platform, and help determine if it is the right solution for your business goals.

Contact us

Generis Generate

fme has had a long partnership with Generis, working together on solutions for organizations in many industries. In April of 2024, fme will be a sponsor of Generis’ annual Generate conference being held in Lisbon, Portugal. If you are attending, please let us know! We’d love to connect with you while we are there. If not, send us your questions and interests and we’ll bring you back a summary of the topics and presentations that match your needs.

Learn more about Generate

Related Resources

Highlights of Generis CARA 5.10 Release

by Alicia Whitney | Dec 19, 2023 | ECM, Generis

Generis recently released a new version of CARA, their top-tier content management platform designed for highly regulated industries, with powerful functionality for security and compliance across business-critical processes. As described in Generis’ December 5 webinar, this release incorporates a number of exciting and valuable features for users and administrators, all delivering compelling reasons to upgrade. fme’s content management experts Alicia Whitney and Jason Montgomery have been examining the details of this newest update, and have summarized many of the high-points that Generis users should look forward to.

Generis CARA 5.10 User Experience Improvements

Always striving to make the platform easier to use, this release includes several key features focused on improving the user experience.

My Checked-Out Documents
The My Checked-Out Documents node has been added under My Desk in the Navigation Tree. Users will be able to access their in-progress documents with one click instead of searching for the document.

MFA codes available via email and hidden initially for security
New column configuration window
CARA is a highly configurable platform that allows multiple Views to be created and configured for each type. The addition of a Column configuration window for the end user provides additional value and enables an even more flexible, tailored user experience. Users may prefer to re-order the columns that have been provided prior to exporting to Excel, or prefer to view only a limited subset of metadata available to them. In any scenario, the user can click the new icon and intuitively select and adjust the columns displayed.
Expand All options for Structure Manager and folder hierarchies
When users are browsing through folders, it takes time to click through each node to expand the folder. Users will appreciate this enhancement when accessing content; a single click will display all nodes in a structure or all levels of folders.

Administrative Experience Improvements

Administrators will appreciate some new functionality that will support their activities as well as making the system more compliant.

Notification templates can be set individually to active/inactive
In previous versions, notification templates could only be created, edited, or deleted. It was not possible to set a notification template to inactive temporarily or in lower environments. This option will allow admins to retain templates for reuse or copying that can provide efficiencies.
Workflow and Lifecycle Diagram export option
Workflows have a diagram option in the UI that is now exportable. These diagrams can be very useful in documentation, validation testing, as well as for user training.
UUID
The 5.10 version of CARA provides the option to assign a Universal Unique Identifier instead of an object-based incremental ID.
Custom Actions that are executed by a Privileged user cannot be edited by non-admin users
Limited view of the control panel and options to update only selected config elements and cannot create new configs
This configuration option offers added flexibility in administration of the system. It is not feasible or recommended to expose the entire configuration to all administrators or skilled users. With this configuration setting, you can expose certain areas to skilled users or limited access administrators, alleviating the load of simple administrative activities like updating a dictionary or adding users into a group. Additionally, limiting the capability of editing and creating new configurations ensures control over the system behavior and provides skilled users and junior admins some confidence to make the necessary updates without worrying about breaking the system.

ElasticSearch in Generis CARA 5.10

It should be noted that for those who host their own CARA instance(s), v5.10 only supports ElasticSearch 8.9. If you are still running OpenSearch, this means a migration is needed to get to CARA 5.10/ElasticSearch 8.9. Furthermore, the current OpenSearch version will drive the method you will use to perform the migration.

There are two paths depending on your current OpenSearch version:

OpenSearch 1.3 – requires the use of LogStash
OpenSearch 7.10 – requires the use of Snapshots

Option 1 – OpenSearch 1.3

Fortunately, Generis has defined both migration processes in the CARA 5.10 Installation Guide, and where required, scripts to complete the process. Let us start with migration from OpenSearch 1.3.

This process requires access to a Linux server having a connection to both the source OpenSearch and target ElasticSearch. This server also requires an installation of Logstash. If you are unfamiliar with Logstash, learn more here.

“Logstash is a free and open server-side data processing pipeline that ingests data from a multitude of sources, transforms it, and then sends it to your favorite “stash”.

The first step copies the OpenSearch indices and index templates from OpenSearch to ElasticSearch. This is done using the python script provided by Generis in the CARA Installation Guide.

After the indexes have been migrated, the actual data is migrated using the Logstash utility. Again, Generis has provided a script to do this as well as instructions for ensuring that Logstash plugin is installed on the source OpenSearch instance. After updating a configuration file to direct the script to source and target, the script will connect to OpenSearch, pull down all data and then connect to ElasticSearch and import it.

Option 2 – OpenSearch 7.10

For those currently running OpenSearch 7.10 the process is slightly different. Here are the pre-requisites:

An existing ElasticSearch 8.9 deployment that is up and running with the “analysis-icu” extension added (see the CARA 5.10 installation guide for extension installation steps).
NOTE: CARA only supports the Hot Data and Content tier.
A snapshot of the source OpenSearch data sitting in an AWS S3 bucket
Access_key, secret_key and session_token from S3 for ElasticSearch so that it can read the OpenSearch snapshot.

Login to elastic.co and choose the “Manage” option for the target deployment. Choose the “Snapshots” option, then “Snapshot and Restore” then “Repositories”. Here you will register the S3 bucket containing the OpenSearch snapshot as a repository using the S3 bucket connection details. Once your snapshot is visible, select it and click the “Restore” button.

When the Restore process is complete, redirect CARA from the old OpenSearch to the new ElasticSearch instance by updating the cara.yml file.

For more details, such as the exact parameters for connecting to an S3 bucket etc., please consult the CARA v5.10 Installation Guide.

fme is a Certified Generis Partner

The Generis CARA 5.10 release has multiple new features and updates that will improve your business processes and user experience. For more information about CARA and how it can solve the challenges of highly regulated content environments with powerful functionality for security and compliance across business-critical processes, please contact us. fme is a certified partner, and ready to guide you through the review, planning, migration and implementation process.

Generis continually adds useful features in each release to keep its users supplied with the most effective tools to achieve their business goals. This is a powerful feature of a modern platform, but it can also cause challenges if updates are released and a company hasn’t had time to review and verify the changes within their own system. fme TechOps Support Services are specifically designed to address this challenge by providing in-depth Vendor Release and Application Change Management, as well as Application and Administrative Support in a customizable set of modular building blocks that match your needs.

Contact us to learn more about fme TechOps Support Services, and find out how easy it is to have affordable, carefree release and post go-live management of your Generis CARA platform.