Exporting with the RDC
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]
Exporting a production set - Permissions
Document: Local Access (Download, Copy Text)
Admin Operations - Allow Export
Exporting a Production Set
- Select a workspace
- On Tools menu, point to export and click “Production Set”
- To use settings in an existing export file, go to File -> Load Export Settings
- On the Data Source, select a Production Set in the Productions box
- Select the Destination Files Tab
- Complete the fields on the Destination Files tab
- Select File -> Run (warning message appears if missing information)
- Review the progress of the export
- Save Export Settings
Exporting with RDC - Data Source Tab
- 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)
Exporting a Saved Search
- Select Workspace
- Tools -> Export -> Saved Search
- Can use existing settings
- On the Data Source tab, select a saved search.
- Select Destination Files tab
- Complete the fields on the Destination Files tab
- File -> Run
- Review progress of the Export
Fields on the Destination Files Tab
- 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]
Exporting Data Through Integration Points - Exporting to a Relativity Workspace
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)
Integration Points - Running the Export Job
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
Integration points - Stopping an Export Job
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”
