Exporting Data

Question 1

Exporting with the RDC

Answer 1

RDC can export production sets, saved search results, and folders
[Can also use RelativityOne Staging Explorer to export files for workspaces that are set up with Aspera credentials]

Question 2

Exporting a production set - Permissions

Answer 2

Document: Local Access (Download, Copy Text)

Admin Operations - Allow Export

Question 3

Exporting a Production Set

Answer 3

1. Select a workspace
2. On Tools menu, point to export and click “Production Set”
3. To use settings in an existing export file, go to File -> Load Export Settings
4. On the Data Source, select a Production Set in the Productions box
5. Select the Destination Files Tab
6. Complete the fields on the Destination Files tab
7. Select File -> Run (warning message appears if missing information)
8. Review the progress of the export
9. Save Export Settings

Question 4

Exporting with RDC - Data Source Tab

Answer 4

• Views (select view for the data to export)
• Selected Columns
• Start Export at Record #
• Production Precedence (can select group of produced images rather than original images - RDC only produces one version but can have multiple 2nd/3rd choices)

Question 5

Exporting a Saved Search

Answer 5

1. Select Workspace
2. Tools -> Export -> Saved Search
3. Can use existing settings
4. On the Data Source tab, select a saved search.
5. Select Destination Files tab
6. Complete the fields on the Destination Files tab
7. File -> Run
8. Review progress of the Export

Question 6

Fields on the Destination Files Tab

Answer 6

• Export Location
• Physical File Export -> Copy Files from Repository
• Volume Information - [Prefix / Start # / # of Digits /
  Max Size] - e.g VOL002 max size 100 GB
• Subdirectory - controls the naming and size of volume
  subfolders - [Image Prefix / Native Prefix / Text Prefix
  / PDF Prefix / Start # / # of Digits / Max Files]
• File Path [Absolute Paths / Relative Paths / Prefix]
• Load file characters (delimiters) [Column / Quote /
  Newline / Multi-value / Nested Value]
• Text and Native File Names
• Append original file
• Image [Check Export Images / Data File Format
  (Opticon/IPRO) / File Type (Single-Page TIF/JPG,
  Multi-page TIF, PDF)]
• Native (export Native Files / Export rendered PDFs)
• Metadata [Data File Format (csv, dat, txt, html) / Data File Encoding / Export Text Field as Files / Text File Encoding / Text Precedence / Export Multiple-Cohice Fields as Nested]
  For Production Sets:
• Named after [Identifier / Beginning Prod Number / Custom]

Question 7

Exporting Data Through Integration Points - Exporting to a Relativity Workspace

Answer 7

Option of exporting data from a source workspace to a destination workspace

• Select “Relativity” as the destination for the data that you intend to transfer
• Select a specific workspace
• Most efficient way to move documents from one workspace to another
• For workspace-to-workspace integration points, Rel supports transfer across the Document object only and not other RDO’s
• When using integration points to transfer data betwen workspaces, can move original images and natives and metadata
• Aren’t required to have I.P. installed on the destination workspace
• When transferring images to a destination workspace, field mapping is disabled because only the control number is required
• if you want to transfer other field metadata, must create a new integration point without choosing to copy images
• integration points uses multi-value delimiter (ASCII 029) and nested-value delimiter (ASCII 030)

Question 8

Integration Points - Running the Export Job

Answer 8

Based on settings, click "Run" on the transfer options console on the saved integration point.
- can save point as a profile
Click OK on the run confirmation message
Status:
- Pending
- Validation (Validation Failed)
- Processing
- Completed (Completed with Errors)
- Error - job failed (job-level error occured)
- Stopping
- Stopped

Question 9

Integration points - Stopping an Export Job

Answer 9

Can stop if you need to re-prioritize/there was some mistake
- Click Stop on the console
- Click Stop Transfer
Notes on stopping:
- Can also stop a job if it has status of Pending/Processing
- Job is unstoppable if it has any status other than Pending or Processing
- When you click Stop, Rel stops creating new errors
- When you click Stop on a run-now job, Rel marks all errors associated with current job as Expired
- When you click Stop on a retry job, Rel marks all errors associated with the current job history and previous job as expired
- can start a scheduled job after you’ve stopped it
- item counts on layout reflect all items promoted before the agent received the signal to stop the job

To re-start a stopped job, click “Run”