Relativity Integration Points Guide

Transcription

1 Relativity Integratin Pints Guide Nvember 22, Versin Fr the mst recent versin f this dcument, visit ur dcumentatin website.

2 Table f Cntents 1 Installing Integratin Pints System requirements and specificatins Installing Integratin Pints Adding the Integratin Pints agent Accessing Integratin Pints 4 2 Integratin Pints prfiles 4 3 Imprting data thrugh Integratin Pints Imprting a CSV file Imprting LDAP Imprting a lad file Previewing the imprt file Previewing the imprt file Imprting Office Running the imprt jb Stpping an imprt jb Integratin pint agent cnsideratins Disabling an Integratin Pint sync 32 4 Exprting data thrugh Integratin Pints Exprting a flder Exprting a flder and subflders Exprting a prductin Exprting a saved search Exprting t a Relativity wrkspace Running the exprt jb Stpping an exprt jb 63 Relativity Relativity Integratin Pints Guide - 2

3 4.6.2 Integratin pint agent cnsideratins 64 5 Mnitring jb histry and errrs Jb Histry Viewing jb histry details Jb Histry Errrs Item-level versus jb-level errrs 69 6 Viewing destinatin wrkspaces 70 1 Installing Integratin Pints T successfully use Relativity Integratin Pints 9.4, yu need t install the Integratin Pints applicatin t at least ne wrkspace. Use the fllwing prcedures t install Integratin Pints: 1. Install Integratin Pints frm either the Applicatin Library r an external file. See Installing Integratin Pints n the next page. 2. Add the Integratin Pints agent. See Adding the Integratin Pints agent n the next page. 3. Access Integratin Pints. See Accessing Integratin Pints n the next page. 1.1 System requirements and specificatins Yu must have the fllwing in rder t use Integratin Pints: Integratin Pints 9.4 is nly cmpatible with Relativity 9.4 and abve. As such, Integratin Pints has the same system requirements as its cmpatible Relativity versin. Fr mre infrmatin, see the System Requirements guide. The WebAPIPath instance setting in the Relativity.IntegratinPints sectin cnfigured crrectly Relativity Relativity Integratin Pints Guide - 3

4 Nte: Relativity Prcessing is nt required t use Relativity Integratin Pints. 1.2 Installing Integratin Pints Since Integratin Pints uses the ADS framewrk, yu have the fllwing ptins available fr installing Integratin Pints in yur envirnment. See Relativity Applicatins in the Admin guide. Install Integratin Pints frm the Applicatin Library - If yu add the Integratin Pints applicatin t the Applicatin Library, yu can install it t the current wrkspace, r t multiple wrkspaces at nce, frm the Applicatin Library. Install Integratin Pints frm an external file - Yu can imprt the Integratin Pints applicatin int yur wrkspace frm an external file if it hasn't been added t the Applicatin Library. 1.3 Adding the Integratin Pints agent After yu install Integratin Pints, add the Integratin Pints Agent by ging t the Agents tab and clicking New Agent. Add ne Relativity Integratin Pints Agent per Resurce Pl. See Applicatinspecific agents in the Agents guide fr mre infrmatin. Verify the Enable clumn displays Yes fr the Relativity Integratin Pints Agent. 1.4 Accessing Integratin Pints Once yu've installed Integratin Pints, the Integratin Pints applicatin tab appears in yur wrkspace. 2 Integratin Pints prfiles Yu have the ptin f creating and saving prfiles, which yu can use t run future imprt r exprt jbs thrugh Integratin Pints. Nte: Integratin Pints prfiles are nly available in Relativity and abve. Yu can make yur prfiles specific t each data surce prvider s that yu can then reuse thse settings and avid having t remap fields multiple times. Yu can save a prfile thrugh the Transfer Optins cnsle n an integratin pint that yu're currently creating r editing, r yu can create ne thrugh the Integratin Pint Prfile tab. T save a just-created integratin pint as a prfile, click the Save as a Prfile buttn n the Transfer Optins cnsle. Relativity Relativity Integratin Pints Guide - 4

5 Enter a name in the Prfile Name field and click Save as Prfile. Nte that the prfile name defaults t the name yu riginally gave the integratin pint yu created. T create a prfile thrugh the Integratin Pint Prfile tab: Relativity Relativity Integratin Pints Guide - 5

6 1. Select the Integratin Pint Prfile tab. 2. Click New Integratin Pint Prfile. 3. Cmplete the required fields as yu wuld fr any integratin pint yu're creating. Fr mre infrmatin, see Imprting data thrugh Integratin Pints r Exprting data thrugh Integratin Pints. The fields and layuts fr creating a prfile are identical t thse fr creating any integratin pint that intend t run, except that after yu save the prfile, yu dn't have the ptin t run it. Instead, yu see a detailed layut f the prfile yu just created. Relativity Relativity Integratin Pints Guide - 6

7 Once yu save the prfile, it is visible in the Integratin Pint Prfiles tab, and yu have the ptin f applying it t a new integratin pint thrugh the Prfile field n the Setup layut. Relativity Relativity Integratin Pints Guide - 7

8 3 Imprting data thrugh Integratin Pints Nte: This functinality was intrduced in Relativity in preview mde nly. The fully develped data imprt capabilities, including additinal RDO imprt ptins and image and prductin lad files, are scheduled t be released in Relativity 9.5. Integratin Pints prvides yu with the ability t imprt data directly int yur wrkspace thrugh the same functinality that the Relativity Desktp Client (RDC) prvides fr imprting the dcument bject. This includes imprting a CSV file, LDAP, lad file, r Office 365 directry directly int yur wrkspace, and scheduling future r recurrent imprt jbs. 3.1 Imprting a CSV file See the steps fr imprting a CSV file T create an integratin pint specifically fr imprting an FTP (CSV file), perfrm the fllwing steps: 1. Navigate t the Integratin Pints tab in yur wrkspace and click New Integratin Pint. 2. In the Setup layut, cmplete the fllwing fields: Relativity Relativity Integratin Pints Guide - 8

9 Name - the name f yur integratin fr reference purpses. Type - select Imprt t designate the jb as a data imprt. Selecting Imprt makes all f the pssible imprt surces available fr selectin in the Surce field belw. Surce - select FTP (CSV File) t sync t a Custdian list n an FTP Server t autmatically update custdian infrmatin in yur wrkspace. Relativity strngly recmmends using a secured FTP server and nt using annymus authenticatin. Destinatin - by default, this is set t Relativity and is uneditable when yu select Imprt as the type, since yu've already designated that yu want t imprt int a Relativity wrkspace. Yu'll select the specific wrkspace n a subsequent layut. Transferred Object - select the specific Relativity Dynamic Object t which yu want t imprt the data. Since yu're imprting the dcument bject, select Dcument here. Prfile - allws yu t cmplete the remaining Integratin Pints settings based n the settings f a saved prfile. This includes all f the fields in the Cnnect t Surce layut, as well as field mappings. If n prfiles exist in the wrkspace, yu dn't have the ptin f selecting them. T apply a prfile that yu've already created, select it frm the drp-dwn. Fr mre infrmatin n prfiles, see Integratin Pints prfiles n page 4. Nte: Integratin Pints prfiles are nly available in Relativity and abve. Relativity Relativity Integratin Pints Guide - 9

10 Ntificatin Recipients - enter the addresses f thse wh shuld receive ntificatins f whether the integratin pint exprt succeeded r failed. Use semi clns between addresses. Lg Errrs - select Yes r N t dente whether Relativity tracks item level errrs. If yu select Yes, each jb als lgs any item level errrs. If yu select N, Relativity desn't lg these item level errrs. Regardless f yur selectin, jb-level errrs are always recrded in Relativity. Enable Scheduler - gives yu the ptin f scheduling additinal exprts. Selecting Yes makes the fllwing fields available: Frequency - the interval at which Relativity syncs this integratin pint. Daily - select this ptin t sync nce every day. Weekly - select this ptin t sync n a weekly basis. Yu can specify hw ften in the Reccur field, in which yu'll prvide a number value in the Every # week(s) chice. Yu can then specify n which day f the week the sync will take place by checking any f the days f the week listed. Mnthly - select the day f the mnth that yu want this integratin pint t sync nce every mnth. Reccur - enter the number f mnth(s) in which this integratin pint recurrently syncs. Send On Day _ the mnth - select the day f the mnth that yu want this integratin pint t sync. The f the Mnth - select this ptin fr this integratin pint t sync n the chsen day f every mnth. Fr example, "The Secnd Friday f the mnth." Start Date - the date that yu want Integratin Pints t start syncing the data. End Date - (Optinal) the date that yu want Integratin Pints t stp syncing the data. Leaving the End Date blank causes the Integratin Pint t run indefinitely at the scheduled interval. Scheduled Time - the time at which this integratin pint syncs. This time is lcal t yur PC, nt t the server. 3. Click Next t advance t the Cnnect t Surce layut. 4. In the Cnnect t Surce layut cmplete the fllwing fields: Relativity Relativity Integratin Pints Guide - 10

11 Cnnectin Infrmatin Hst - the FTP (File Transfer Prtcl) r SFTP (SSH File Transfer Prtcl) server address. Fr example, filetransfer.example.cm. If Relativity can't lcate this address, yu will receive an errr stating that the remte culdn't be reslved, and yu wn't be able t prceed. Prtcl - select the FTP r SFTP prtcl. Prt - the server prt t which yu want t cnnect. The FTP prtcl default Prt number is 21. The SFTP prtcl default Prt number is 22. Username - (Optinal) the username t use fr authenticatin. If left blank, Integratin Pints will use "annymus." Passwrd - (Optinal) the assciated passwrd t use fr authenticatin. If left blank, Integratin Pints will use "annymus." File Infrmatin CSV Filepath - the lcatin f the CSV file that Integratin Pints imprts frm the FTP/SFTP server. If yu set the generated CSV file t always include the date, yu can specify this file path value t use date wildcards s that Integratin Pints always imprts the latest file. Fr example, the fllwing file path will imprt the mst recently dated file: /exprt/nightlyexprt/*yyyy*-*mm*-*dd**_hris_exprt.csv 5. Click Next t advance t advance t the Map Fields layut, which cntains a list f Relativity fields frm their destinatin RDO as well as attributes that the surce prvider pulled back. 6. In the Map Fields wizard, Map the attributes r fields s that Integratin Pints imprts the targeted data int specific Relativity fields. Yu have the fllwing ptins fr mapping fields: Use the Shift + click and Ctrl + click methd t select multiple fields at a time, similar t field mapping in the Relativity Desktp Client. Use the single and duble arrws r duble-click a field t mve selected fields between clumns. Relativity Relativity Integratin Pints Guide - 11

12 Click the Map Fields buttn between the Surce and Destinatin clumns t autmatically map all fields with matching names. If yu have Destinatin fields that are mapped t Fields in the Field Catalg, Relativity tries t find name matches between these Catalg Fields, as well. Nte: If the WebAPIPath instance setting in the kcura.integratinpints sectin isn't cnfigured crrectly after upgrade r installatin, the Surce field list is empty because it can't return any attributes, and yu aren't able t map fields. Nte: Yu dn t need t map all attributes r fields. Only the Unique Identifier and Object Identifier are required. The Unique Identifier shuld cntain a value that n ther item in the wrkspace cntains. Fr example, use the GUID r Unique Name. The Object Identifier is the specific field n the bject that hlds the displayed identifier, which might nt be unique. Fr example, the Full Name field is the Object Identifier f the Custdian RDO but it might nt be unique. These tw identifier values can be the same. Relativity Relativity Integratin Pints Guide - 12

13 7. Cmplete the fllwing Imprt Settings n the Map Fields layut: Overwrite - select ne f the fllwing ptins t cntrl hw Integratin Pints treats existing Relativity bject data upn imprt. Append Only - lads nly new recrds. Pre-existing recrds aren't updated. Overlay Only - updates existing recrds nly. Recrds nt existing in Relativity aren't created. Yu must include a wrkspace identifier in an verlay lad, as this field acts as a link indicating t Integratin Pints where t imprt the data. When yu select this r Append/Overlay, yu must cmplete the Multi-Select Field Overlay Behavir field described belw. Append/Overlay - adds new recrds and verlays data n existing recrds. Multi-Select Field Overlay Behavir - determines hw the system will verlay recrds when yu push dcuments t the review wrkspace. This field is nly available if yu've selected either Overlay Only r Append/Overlay abve. This field prvides the fllwing chices: Merge Values - merges all values fr multi-chice and multi-bject fields in the surce data with crrespnding multi-chice and multi-ptin fields in the wrkspace, regardless f the verlay behavir settings in the envirnment. Replace Values - replaces all values fr multi-chice and multi-bject fields in the surce data with crrespnding multi-chice and multi-ptin fields in the wrkspace, regardless f the verlay behavir settings in the envirnment. Use Field Settings - merges r replaces all values fr multi-chice and multi-bject fields in the surce data with crrespnding multi-chice and multi-ptin fields in the wrkspace accrding t the verlay behavir settings in the envirnment. Unique Identifier - fr every imprt, yu must select a Relativity field that ends up cntaining the unique identifier fr the specific imprt. If yu select an Overlay r Append/Overlay t run, Integratin Pints uses this field as the key t determine which recrds already exist in the Relativity wrkspace. Use Flder Path Infrmatin - select a surce field in the drp dwn that cntains a flder path structure that yu want t be created in the wrkspace fr yur dcuments t be placed int. Extracted Text - select the destinatin field that is mapped t a path t Extracted Text files. The cntent f these files will be read int the selected field. Nte that nly Lng Text destinatin fields that are mapped will shw up as ptins in the Extracted Text drpdwn. Yu can select an encding type fr the extracted text files as well. Imprt Native Files - this Yes/N field is nly visible when yu select the Dcuments RDO, and allws yu t indicate whether Integratin Pints shuld imprt any native files in the sync. Native File Path - this field appears if yu select Yes t imprt the native files. Frm the drp-dwn menu, select the surce prvider attribute cntaining the file path links t the natives that yu want t imprt. Custdian Manager Cntains Link - this Yes/N field is nly visible when yu select the Custdian RDO frm the LDAP surce prvider, and allws yu t indicate if Legal Hld shuld expect a linked value in the manager field frm LDAP. 8. Click Save t save the Integratin Pint. Once yu save the Integratin Pint, yu can run the imprt jb. Fr mre infrmatin, see Running the imprt jb. Relativity Relativity Integratin Pints Guide - 13

14 3.2 Imprting LDAP See the steps fr imprting LDAP T create an integratin pint specifically fr imprting LDAP, perfrm the fllwing steps: 1. Navigate t the Integratin Pints tab in yur wrkspace and click New Integratin Pint. 2. In the Setup layut, cmplete the fllwing fields: Name - the name f yur integratin fr reference purpses Type - select Imprt t designate the jb as a data imprt. Selecting Imprt makes all f the pssible imprt surces available fr selectin in the Surce field belw. Surce - select LDAP here, since yu want t imprt data frm a Lightweight Directry Access Prtcl surce. Fr example, use this surce prvider t imprt an rganizatin's peple directry. Destinatin - by default, this is set t Relativity and is uneditable when yu select Imprt as the type, since yu've already designated that yu want t imprt int a Relativity wrkspace. Yu'll select the specific wrkspace n a subsequent layut. Relativity Relativity Integratin Pints Guide - 14

15 Transferred Object - select the specific Relativity Dynamic Object t which yu want t imprt the data. Since yu're imprting the dcument bject, select Dcument here. Prfile - allws yu t cmplete the remaining Integratin Pints settings based n the settings f a saved prfile. This includes all f the fields in the Cnnect t Surce layut, as well as field mappings. If n prfiles exist in the wrkspace, yu dn't have the ptin f selecting them. T apply a prfile that yu've already created, select it frm the drp-dwn. Fr mre infrmatin n prfiles, see Integratin Pints prfiles n page 4. Ntificatin Recipients - enter the addresses f thse wh shuld receive ntificatins f whether the integratin pint exprt succeeded r failed. Use semi clns between addresses. Lg Errrs - select Yes r N t dente whether Relativity tracks item level errrs. If yu select Yes, each jb als lgs any item level errrs. If yu select N, Relativity desn't lg these item level errrs. Regardless f yur selectin, jb-level errrs are always recrded in Relativity. Enable Scheduler - gives yu the ptin f scheduling additinal exprts. Selecting Yes makes the fllwing fields available: Frequency - the interval at which Relativity syncs this integratin pint. Daily - select this ptin t sync nce every day. Weekly - select this ptin t sync n a weekly basis. Yu can specify hw ften in the Reccur field, in which yu'll prvide a number value in the Every # week(s) chice. Yu can then specify n which day f the week the sync will take place by checking any f the days f the week listed. Mnthly - select the day f the mnth that yu want this integratin pint t sync nce every mnth. Reccur - enter the number f mnth(s) in which this integratin pint recurrently syncs. Send On Day _ the mnth - select the day f the mnth that yu want this integratin pint t sync. The f the Mnth - select this ptin fr this integratin pint t sync n the chsen day f every mnth. Fr example, "The Secnd Friday f the mnth." Start Date - the date that yu want Integratin Pints t start syncing the data. End Date - (Optinal) the date that yu want Integratin Pints t stp syncing the data. Leaving the End Date blank causes the Integratin Pint t run indefinitely at the scheduled interval. Scheduled Time - the time at which this integratin pint syncs. This time is lcal t yur PC, nt t the server. 3. Click Next t advance t the Cnnect t Surce layut. 4. In the Cnnect t Surce layut cmplete the fllwing fields: Relativity Relativity Integratin Pints Guide - 15

16 Cnnectin Path - the server used t lcate the directry. Fr example, Relativity.crp. Nte that yu can ptinally include specific rganizatinal unit references by adding a frward slash (/) after the server. The fllwing example lks up items in the Relativity.crp dmain within the Emplyees rganizatinal unit: Relativity.crp/OU=Emplyees,OU=Accunts,OU=Relativity,DC=Relativity,DC=crp Object Filter String - This string specifies certain attributes that the requested LDAP entries must cntain that Integratin Pints cnsiders fr imprt. Fr mre infrmatin n search filter syntax, refer t this Micrsft article: (v=vs.85).aspx Authenticatin - select ne f the fllwing authenticatin types. FastBind is typically the standard authenticatin ptin used t cnnect t LDAP-enabled data surces. Annymus FastBind Secure Scket Layer Username - if required by the server s authenticatin, enter a user name t cnnect t the server (cnnectin path). Passwrd - if required by the server s authenticatin, yu can enter a passwrd t cnnect t the server (cnnectin path). Imprt Nested Items - select Yes fr the imprt t include all sub directries in the specified cnnectin path. Select N fr the imprt t include nly the first level items brught back in the cnnectin path. 5. Click Next t advance t advance t the Map Fields layut, which cntains a list f Relativity fields frm their destinatin RDO as well as attributes that the surce prvider pulled back. 6. In the Map Fields wizard, Map the attributes r fields s that Integratin Pints imprts the targeted data int specific Relativity fields. Yu have the fllwing ptins fr mapping fields: Use the Shift + click and Ctrl + click methd t select multiple fields at a time, similar t field mapping in the Relativity Desktp Client. Relativity Relativity Integratin Pints Guide - 16

17 Use the single and duble arrws r duble-click a field t mve selected fields between clumns. Click the Map Fields buttn between the Surce and Destinatin clumns t autmatically map all fields with matching names. If yu have Destinatin fields that are mapped t Fields in the Field Catalg, Relativity tries t find name matches between these Catalg Fields, as well. Nte: If the WebAPIPath instance setting in the kcura.integratinpints sectin isn't cnfigured crrectly after upgrade r installatin, the Surce field list is empty because it can't return any attributes, and yu aren't able t map fields. Nte: Yu dn t need t map all attributes r fields. Only the Unique Identifier and Object Identifier are required. The Unique Identifier shuld cntain a value that n ther item in the wrkspace cntains. Fr example, use the GUID r Unique Name. The Object Identifier is the specific field n the bject that hlds the displayed identifier, which might nt be unique. Fr example, the Full Name field is the Object Identifier f the Custdian RDO but it might nt be unique. These tw identifier values can be the same. Relativity Relativity Integratin Pints Guide - 17

18 7. Cmplete the fllwing Imprt Settings n the Map Fields layut: Overwrite - select ne f the fllwing ptins t cntrl hw Integratin Pints treats existing Relativity bject data upn imprt. Append Only - lads nly new recrds. Pre-existing recrds aren't updated. Overlay Only - updates existing recrds nly. Recrds nt existing in Relativity aren't created. Yu must include a wrkspace identifier in an verlay lad, as this field acts as a link indicating t Integratin Pints where t imprt the data. When yu select this r Append/Overlay, yu must cmplete the Multi-Select Field Overlay Behavir field described belw. Append/Overlay - adds new recrds and verlays data n existing recrds. Multi-Select Field Overlay Behavir - determines hw the system will verlay recrds when yu push dcuments t the review wrkspace. This field is nly available if yu've selected either Overlay Only r Append/Overlay abve. This field prvides the fllwing chices: Merge Values - merges all values fr multi-chice and multi-bject fields in the surce data with crrespnding multi-chice and multi-ptin fields in the wrkspace, regardless f the verlay behavir settings in the envirnment. Replace Values - replaces all values fr multi-chice and multi-bject fields in the surce data with crrespnding multi-chice and multi-ptin fields in the wrkspace, regardless f the verlay behavir settings in the envirnment. Use Field Settings - merges r replaces all values fr multi-chice and multi-bject fields in the surce data with crrespnding multi-chice and multi-ptin fields in the wrkspace accrding t the verlay behavir settings in the envirnment. Unique Identifier - fr every imprt, yu must select a Relativity field that ends up cntaining the unique identifier fr the specific imprt. If yu select an Overlay r Append/Overlay t run, Integratin Pints uses this field as the key t determine which recrds already exist in the Relativity wrkspace. Use Flder Path Infrmatin - select a surce field in the drp dwn that cntains a flder path structure that yu want t be created in the wrkspace fr yur dcuments t be placed int. Extracted Text - select the destinatin field that is mapped t a path t Extracted Text files. The cntent f these files will be read int the selected field. Nte that nly Lng Text destinatin fields that are mapped will shw up as ptins in the Extracted Text drpdwn. Yu can select an encding type fr the extracted text files as well. Imprt Native Files - this Yes/N field is nly visible when yu select the Dcuments RDO, and allws yu t indicate whether Integratin Pints shuld imprt any native files in the sync. Native File Path - this field appears if yu select Yes t imprt the native files. Frm the drp-dwn menu, select the surce prvider attribute cntaining the file path links t the natives that yu want t imprt. Custdian Manager Cntains Link - this Yes/N field is nly visible when yu select the Custdian RDO frm the LDAP surce prvider, and allws yu t indicate if Legal Hld shuld expect a linked value in the manager field frm LDAP. 8. Click Save t save the Integratin Pint. Once yu save the Integratin Pint, yu can run the imprt jb. Fr mre infrmatin, see Running the imprt jb. Relativity Relativity Integratin Pints Guide - 18

19 3.3 Imprting a lad file See the steps fr imprting and previewing a lad file T create an integratin pint specifically fr imprting a lad file, perfrm the fllwing steps: 1. Navigate t the Integratin Pints tab in yur wrkspace and click New Integratin Pint. 2. In the Setup layut, cmplete the fllwing fields: Name - the name f yur integratin fr reference purpses Type - select Imprt t designate the jb as a data imprt. Selecting Imprt makes all f the pssible imprt surces available fr selectin in the Surce field belw. Surce - select Lad File here, since yu want t imprt a lad file int a wrkspace. On the Cnnect t Surce layut, yu'll have the ptin f specifying whether yur imprting a dcument, image, r prductin lad file. Destinatin - by default, this is set t Relativity and is uneditable when yu select Imprt as the type, since yu've already designated that yu want t imprt int a Relativity wrkspace. Yu'll select the specific wrkspace n a subsequent layut. Relativity Relativity Integratin Pints Guide - 19

20 Transferred Object - select the specific Relativity Dynamic Object t which yu want t imprt the data. Since yu're imprting the dcument bject, select Dcument here. Prfile - allws yu t cmplete the remaining Integratin Pints settings based n the settings f a saved prfile. This includes all f the fields in the Cnnect t Surce layut, as well as field mappings. If n prfiles exist in the wrkspace, yu dn't have the ptin f selecting them. T apply a prfile that yu've already created, select it frm the drp-dwn. Fr mre infrmatin n prfiles, see Integratin Pints prfiles n page 4. Ntificatin Recipients - enter the addresses f thse wh shuld receive ntificatins f whether the integratin pint exprt succeeded r failed. Use semi clns between addresses. Lg Errrs - select Yes r N t dente whether Relativity tracks item level errrs. If yu select Yes, each jb als lgs any item level errrs. If yu select N, Relativity desn't lg these item level errrs. Regardless f yur selectin, jb-level errrs are always recrded in Relativity. Enable Scheduler - gives yu the ptin f scheduling additinal exprts. Selecting Yes makes the fllwing fields available: Frequency - the interval at which Relativity syncs this integratin pint. Daily - select this ptin t sync nce every day. Weekly - select this ptin t sync n a weekly basis. Yu can specify hw ften in the Reccur field, in which yu'll prvide a number value in the Every # week(s) chice. Yu can then specify n which day f the week the sync will take place by checking any f the days f the week listed. Mnthly - select the day f the mnth that yu want this integratin pint t sync nce every mnth. Reccur - enter the number f mnth(s) in which this integratin pint recurrently syncs. Send On - Day _ the mnth - select the day f the mnth that yu want this integratin pint t sync. The f the Mnth - select this ptin fr this integratin pint t sync n the chsen day f every mnth. Fr example, "The Secnd Friday f the mnth." Start Date - the date that yu want Integratin Pints t start syncing the data. End Date - (Optinal) the date that yu want Integratin Pints t stp syncing the data. Leaving the End Date blank causes the Integratin Pint t run indefinitely at the scheduled interval. Scheduled Time - the time at which this integratin pint syncs. This time is lcal t yur PC, nt t the server. 3. Click Next t advance t the Cnnect t Surce layut. 4. In the Cnnect t Surce layut cmplete the fllwing fields. Relativity Relativity Integratin Pints Guide - 20

21 Imprt Detail Imprt Type - select the type f lad file yu'd like t imprt t the wrkspace. The nly ptin available here is Dcument Lad File. Prcessing Surce - click the dwn arrw and select a surce directry fr imprting the flder. This is the rt lcatin, which an admin defines n the Resurce Pl in the Prcessing Surce Lcatin sectin. This is a shared lcatin with prcessing. Lad Data Frm - click the dwn arrw and select the specific file frm the list f flders and files that exist within the prcessing surce lcatin. Start Line - select the line number in the lad file where yu want the imprt prcess t begin. The default value is 1, which results in lading the entire file. File Encding - the fllwing fields are nly available if yu selected Dcument Lad File fr the Imprt Type field abve. File Encding - select an encding fr the dcument lad file. (Cnsult yur prcessing vendr r department t determine the crrect encding ptin, if necessary.) If yur file cntains a language ther than English, chse a Unicde ptin. Nte the fllwing details abut encding: Relativity immediately applies any changes that yu make t the encding f a lad file, and displays these changes in the clumn header preview. Relativity Relativity Integratin Pints Guide - 21

22 Relativity prvides yu with the ability t audit the encding f a lad file. Relativity includes the functinality fr previewing the imprt file. Clumn - select the character used t separate clumns. Qute - select the character used as the text qualifier. Newline - select the character used t indicate the end f a line in any extracted text r lng text field. Multi-Value - select the character used t separate chices within a field. Nested Value - select the character used t separate the different levels f a multi-chice hierarchy. Fr example, yu might imprt a field with fllwing values: Ht\Really Ht\Super Ht; Lk at Later. Using a semi-cln (;) as a multi-value delimiter, and a backslash (\) as a nested value delimiter, Relativity displays the chices File Clumn Headers - displays the lad file's clumn headers. Relativity autmatically updates this sectin f the Lad File tab when yu select the file encding. Nte the fllwing details abut file clumn headers: After yu select an encding, this sectin displays the fields in the lad file. The clumn headers in the file display as vertical list. The fields display in alphanumeric rder. The numeric value in parentheses indicates the psitin f the field within the file. 5. Click Next t advance t advance t the Map Fields layut, which cntains a list f Relativity fields frm their destinatin RDO as well as attributes that the surce prvider pulled back. 6. In the Map Fields wizard, Map the attributes r fields s that Integratin Pints imprts the targeted data int specific Relativity fields. Yu have the fllwing ptins fr mapping fields: Use the Shift + click and Ctrl + click methd t select multiple fields at a time, similar t field mapping in the Relativity Desktp Client. Use the single and duble arrws r duble-click a field t mve selected fields between clumns. If yu have Destinatin fields that are mapped t Fields in the Field Catalg, Relativity tries t find name matches between these Catalg Fields, as well. Click the Map Fields buttn between the Surce and Destinatin clumns t autmatically map all fields with matching names. Nte: If the WebAPIPath instance setting in the Relativity.IntegratinPints sectin isn't cnfigured crrectly after upgrade r installatin, the Surce field list is empty because it can't return any attributes, and yu aren't able t map fields. Relativity Relativity Integratin Pints Guide - 22

23 Nte: Yu dn t need t map all attributes r fields. Only the Unique Identifier and Object Identifier are required. The Unique Identifier shuld cntain a value that n ther item in the wrkspace cntains. Fr example, use the GUID r Unique Name. The Object Identifier is the specific field n the bject that hlds the displayed identifier, which might nt be unique. Fr example, the Full Name field is the Object Identifier f the Custdian RDO but it might nt be unique. These tw identifier values can be the same. 7. Cmplete the fllwing Imprt Settings n the Map Fields layut: Overwrite - select ne f the fllwing ptins t cntrl hw Integratin Pints treats existing Relativity bject data upn imprt. Append Only - lads nly new recrds. Pre-existing recrds aren't updated. Overlay Only - updates existing recrds nly. Recrds nt existing in Relativity aren't created. Yu must include a wrkspace identifier in an verlay lad, as this field acts as a link indicating t Integratin Pints where t imprt the data. When yu select this r Append/Overlay, yu must cmplete the Multi-Select Field Overlay Behavir field described belw. Relativity Relativity Integratin Pints Guide - 23

24 Append/Overlay - adds new recrds and verlays data n existing recrds. Multi-Select Field Overlay Behavir - determines hw the system will verlay recrds when yu push dcuments t the review wrkspace. This field is nly available if yu've selected either Overlay Only r Append/Overlay abve. This field prvides the fllwing chices: Merge Values - merges all values fr multi-chice and multi-bject fields in the surce data with crrespnding multi-chice and multi-ptin fields in the wrkspace, regardless f the verlay behavir settings in the envirnment. Replace Values - replaces all values fr multi-chice and multi-bject fields in the surce data with crrespnding multi-chice and multi-ptin fields in the wrkspace, regardless f the verlay behavir settings in the envirnment. Use Field Settings - merges r replaces all values fr multi-chice and multi-bject fields in the surce data with crrespnding multi-chice and multi-ptin fields in the wrkspace accrding t the verlay behavir settings in the envirnment. Unique Identifier - fr every imprt, yu must select a Relativity field that ends up cntaining the unique identifier fr the specific imprt. If yu select an Overlay r Append/Overlay t run, Integratin Pints uses this field as the key t determine which recrds already exist in the Relativity wrkspace. Use Flder Path Infrmatin - select a surce field in the drp dwn that cntains a flder path structure that yu want t be created in the wrkspace fr yur dcuments t be placed int. Extracted Text - select the destinatin field that is mapped t a path t Extracted Text files. The cntent f these files will be read int the selected field. Nte that nly Lng Text destinatin fields that are mapped will shw up as ptins in the Extracted Text drpdwn. Yu can select an encding type fr the extracted text files as well. Imprt Native Files - this Yes/N field is nly visible when yu select the Dcuments RDO, and allws yu t indicate whether Integratin Pints shuld imprt any native files in the sync. Native File Path - this field appears if yu select Yes t imprt the native files. Frm the drp-dwn menu, select the surce prvider attribute cntaining the file path links t the natives that yu want t imprt. Cell cntains file lcatin - select this ptin if yur extracted text is in dcument-level text files, and yur lad file cntains a path t thse text files. Encding fr undetectable files - select an encding fr the text file. 8. (Optinal) If yu're imprting a lad file, yu have the ptin f previewing the file befre yu run the imprt jb. T d this, click the Preview File buttn listed with the Save and Back buttns n the layut. Fr mre infrmatin, see Previewing the imprt file belw. 9. Click Save t save the Integratin Pint. Once yu save the Integratin Pint, yu can run the imprt jb. Fr mre infrmatin, see Running the imprt jb Previewing the imprt file If yu're imprting a lad file, yu have the ptin f previewing that file befre yu run the imprt jb. Yu can find the preview ptins listed with the Back and Save buttns n the Map Fields layut. Relativity Relativity Integratin Pints Guide - 24

25 Clicking Preview File, Errrs, r Chices & Flders displays the lad file preview. The Lad File Summary sectin prvides the fllwing infrmatin: Preparing Preview - a visual display f the prgress f the lad file preview. Prgress Summary Status - the status f the lad file preview preparatin. Time Elapsed - the amunt f time it's taken Relativity t prepare the lad file preview. Relativity Relativity Integratin Pints Guide - 25

26 Lad File Breakdwn Ttal Recrds - the ttal number f dcuments included in the lad file. Ttal Bytes Read - the number f bytes read fr the lad file preview. Ttal Bytes - the ttal number f bytes cntained in the lad file. Errrs - the number f errrs cntained in the lad file. The Recrds sectin displays the number f the recrd in the lad file, as well as all f the surce fields that yu mapped when creating the integratin pint. Nte that yu can't preview a lad file if yu haven't at least mapped the cntrl number field Previewing the imprt file If yu're imprting a lad file, yu have the ptin f previewing that file befre yu run the imprt jb. Yu can find the preview ptins listed with the Back and Save buttns n the Map Fields layut. Clicking Preview File, Errrs, r Chices & Flders displays the lad file preview. Relativity Relativity Integratin Pints Guide - 26

27 The Lad File Summary sectin prvides the fllwing infrmatin: Preparing Preview - a visual display f the prgress f the lad file preview. Prgress Summary Status - the status f the lad file preview preparatin. Time Elapsed - the amunt f time it's taken Relativity t prepare the lad file preview. Lad File Breakdwn Ttal Recrds - the ttal number f dcuments included in the lad file. Ttal Bytes Read - the number f bytes read fr the lad file preview. Ttal Bytes - the ttal number f bytes cntained in the lad file. Errrs - the number f errrs cntained in the lad file. The Recrds sectin displays the number f the recrd in the lad file, as well as all f the surce fields that yu mapped when creating the integratin pint. Nte that yu can't preview a lad file if yu haven't at least mapped the cntrl number field. 3.4 Imprting Office 365 See infrmatin n imprting Office 365 If yu've integrated Micrsft Office 365 int yur envirnment, yu will see Office 365 listed as a surce prvider when creating an integratin pint. Relativity Relativity Integratin Pints Guide - 27

28 Fr mre infrmatin n Office 365, see Micrsft Office 365 integratin. 3.5 Running the imprt jb See the steps fr running and stpping an imprt jb Once yu've created an Integratin Pint, yu can manually run an integratin pint by selecting the Integratin Pint, and clicking Run frm the cnsle. This allws yu t run an integratin pint instantly, as ppsed t scheduling an integratin pint t run. Relativity Relativity Integratin Pints Guide - 28

29 Click OK n the run cnfirmatin message. The Run buttn turns t red and gives yu the ptin f stpping the jb yu just kicked ff, as lng as that jb has a status f Pending r Prcessing. Fr mre infrmatin, see Stpping an imprt jb belw. If necessary, mnitr the prgress f the prmte jb by viewing the Status field in the Status view at the bttm f the layut. Yu'll see any f the fllwing status values: Pending - the jb has yet t be picked up by an agent. Prcessing - the agent has picked up the jb and is in the prcess f cmpleting it. Cmpleted - the jb is cmplete, and n errrs ccurred. Cmpleted with errrs - the jb is cmplete and errrs have ccurred. Errr - jb failed - a jb-level errr ccurred and the jb didn't cmplete because it failed. Stpping - yu clicked the Stp buttn, and the stp jb has yet t be picked up by an agent. Stpped - the jb has been stpped. Once yu start the imprt jb, yu have the ptin f stpping the jb r viewing the dcuments that yu've just imprted t the wrkspace Stpping an imprt jb Relativity gives yu the ptin f stpping an imprt jb frm prceeding in the event that yu need t re-priritize it r because yu made a mistake when creating it. Yu can d s when that jb has a status f Pending r Prcessing. T d this, click Stp n the cnsle. Relativity Relativity Integratin Pints Guide - 29

30 Relativity then infrms yu that yu wn't be remving any data by stpping the transfer and that yu shuld check t make sure that the verwrite setting yu previusly entered is still apprpriate fr the re-run. Click Stp Transfer t prceed. Once Relativity stps the jb, the Jb Status field n the Status view reflects this. Nte the fllwing abut stpping an Integratin Pints jb: Yu can als stp a scheduled jb if it has a status f Pending r Prcessing. A jb is unstppable if it has any status ther than Pending r Prcessing, r the pint at which Relativity starts prmting dcuments with such as infrmatin as the user wh tagged them and the surce wrkspace. When yu click Stp, Relativity immediately stps creating new errrs fr that jb. When yu click Stp n a run-nw jb, Relativity marks all errrs assciated with the current jb histry as Expired. Relativity Relativity Integratin Pints Guide - 30

31 When yu click Stp n a retry jb, Relativity marks all errrs assciated with the current jb histry and the previus jb as Expired. Yu can start a scheduled jb after yu've already stpped it. The item cunts n the Integratin Pints layut reflect all items prmted befre the agent received the signal t stp the jb. T re-start a stpped jb, click Run. When yu d this, Relativity begins t transfer data again frm the beginning but desn't remve any data already transferred. Once Relativity stps the jb, the Jb Status field n the Status view reflects this Integratin pint agent cnsideratins When yu have ne agent enabled, a scheduled integratin pints jb is always queued and is always run. When yu have mre than ne agent, hwever, the scheduled jb may get queued r it may result in an errr, after which that jb is rescheduled. In ther wrds, there is mixed behavir when yu have enabled mre than ne agent. The fllwing table prvides a breakdwn f this behavir: If 1. Yu enable a single agent called Agent Yu schedule a jb called IP1 t run at 10:00 AM daily. 3. Yu click Run r Retry Errrs n IP1 at 9:59:59 AM. 1. Yu enable Agent 1 and Agent Yu schedule IP1 t run at 10:00 AM daily. 3. Yu click Run r Retry Errrs n IP1 at 9:59:59 AM. 1. Yu enable Agent 1 and Agent Yu schedule IP1 t run at 10:00 AM daily. 3. Yu click Run r Retry Errrs n IP1 at 9:59:59 AM. 4. All ther agents are busy, including Agent 2. Then 1. Agent 1 picks up the Run r Retry Errrs jb fr IP1 and cmpletes it in ne hur. 2. Agent 1 picks up the scheduled jb fr IP1, creates an errr, remves the jb histry frm IP1, and reschedules IP1 t run at the next interval. 1. Agent 1 picks up the Run r Retry Errrs jb fr IP1 and begins wrking n it. 2. Agent 2 picks up the scheduled jb fr IP1, creates an errr, remves the jb histry frm IP1, and reschedules IP1 t run at the next interval. 1. Agent 1 picks up the Run r Retry Errrs jb fr IP1 and begins wrking n it. 2. Agent 1 cmpletes the Run r Retry Errrs jb fr IP1. 3. Agent 1 picks up the scheduled jb fr IP1 and cmpletes it. 1. Yu enable Agent 1 and Agent Agent 1 picks up the Run r Retry Errrs jb Relativity Relativity Integratin Pints Guide - 31

32 If 2. Yu click Run r Retry Errrs n IP1. 3. Yu click Run r Retry Errrs n IP2. Then fr IP1 and begins wrking n it. 2. Agent 2 picks up the Run r Retry Errrs jb fr IP2 and begins wrking n it. 3.6 Disabling an Integratin Pint sync T disable an integratin pint sync, simply turn ff the scheduler. 1. Frm the Integratin Pints landing page, click the Integratin Pint Name that yu wish t disable. 2. Click Edit. 3. Frm the Imprt Scheduling sectin under Enable Scheduler, select N.This disables the scheduling mechanism fr that integratin pint. 4 Exprting data thrugh Integratin Pints Nte: This functinality was intrduced in Relativity in preview mde nly. The fully develped data exprt capabilities, including additinal RDO exprt ptins and prfiles, are scheduled t be released in Relativity 9.5. Integratin Pints prvides yu with the ability t exprt data directly frm yur wrkspace thrugh the same functinality that the Relativity Desktp Client (RDC) prvides fr exprting the dcument bject. This includes exprting saved searches, case flders, and prductins directly frm yur wrkspace, and scheduling future r recurrent exprt jbs. 4.1 Exprting a flder See the steps fr exprting a flder T create an integratin pint specifically fr exprting a flder, perfrm the fllwing steps: 1. In yur wrkspace, navigate t the Integratin Pints tab and click New Integratin Pint. Relativity Relativity Integratin Pints Guide - 32

33 2. Cmplete the fllwing fields in the Setup categry f the Create Integratin Pint layut: Name - the name f yur integratin fr reference purpses. Type - select Exprt t designate this as an exprt jb. Selecting this sets the Surce field t be Relativity. Surce - this is autmatically set t Relativity since yu're exprting data ut f a Relativity wrkspace. Destinatin - select Lad File. This is because yu dn't want t exprt directly t anther Relativity wrkspace, but instead want t leverage the RDC exprt functinality, which is available n a subsequent layut nly if yu select Lad File here. Transferred Object - select Dcument. Prfile - use this t cmplete the remaining Integratin Pints settings based n the settings f a saved prfile. This includes all f the fields in the Cnnect t Surce layut, as well as field mappings. If n prfiles exist in the wrkspace, yu dn't have the ptin f selecting them. T apply a prfile that yu've already created, select it frm the drp-dwn. Fr mre infrmatin n prfiles, see Integratin Pints prfiles n page 4. Ntificatin Recipients - enter the addresses f thse wh shuld receive ntificatins f whether the integratin pint exprt succeeded r failed. Use semi clns between addresses. Relativity Relativity Integratin Pints Guide - 33

34 Lg Errrs - select Yes r N t dente whether Relativity tracks item level errrs. If yu select Yes, each jb als lgs any item level errrs. If yu select N, Relativity desn't lg these item level errrs. Regardless f yur selectin, jb-level errrs are always recrded in Relativity. Enable Scheduler - gives yu the ptin f scheduling additinal exprts. Selecting Yes makes the fllwing fields available: Frequency - the interval at which Relativity syncs this integratin pint. Daily - select this ptin t sync nce every day. Mnthly - select the day f the mnth that yu want this integratin pint t sync nce every mnth. Reccur - enter the number f mnth(s) in which this integratin pint recurrently syncs. Send On Day _ the mnth - select the day f the mnth that yu want this integratin pint t sync. The f the Mnth - select this ptin fr this integratin pint t sync n the chsen day f every mnth. Fr example, "The Secnd Friday f the mnth." Start Date - the date that yu want Integratin Pints t start syncing the data. End Date - (Optinal) the date that yu want Integratin Pints t stp syncing the data. Leaving the End Date blank causes the Integratin Pint t run indefinitely at the scheduled interval. Scheduled Time - the time at which this integratin pint syncs. This time is lcal t yur PC, nt t the server. 3. Click Next t advance t the Surce Infrmatin layut. 4. Cmplete the fllwing fields n the Surce Infrmatin layut: (Click t expand) Relativity Relativity Integratin Pints Guide - 34

35 Surce - select Flder frm the drp-dwn. specify that yu want t select a flder, frm which yu want exprt the data in yur lad file. Yu'll select this flder belw frm the flder structure in the Flder field. Yu'll als need t select a View frm the Views field. Flder - click n the dwn arrw and expand the flder structure, lcate the flder frm which yu want t exprt the data, and select it. This field is nly available if yu've selected Flder + Subflders as the surce abve. Views - click n the dwn arrw and select a view fr the data that yu want t exprt. This is nly available if yu selected Flder r Flder + Subflders as the surce abve. Start Exprt at Recrd - select a recrd number that identifies the initial dcument fr exprt. Integratin Pints, like the RDC, exprts the dcument with this recrd number and cntinues exprting dcuments with subsequent recrd numbers. Surce Fields Selected Fields - chse the fields that yu want t exprt by mving them t the Selected Fields bx. The bx n the left displays all available surce fields. The fields listed in the Selected Fields clumn are determined by what yu select fr the Surce field abve, as well by the flder, prductin set, r saved search that yu select. Only the fields in the Selected Fields bx n the right will be exprted when yu run the integratin pint. Relativity Relativity Integratin Pints Guide - 35

36 5. Click Next t advance t the Destinatin Infrmatin layut. 6. Cmplete the fllwing fields n the Destinatin Infrmatin layut: (Click t expand) Lad File Optins Exprt Type - this field reflects the type f exprt jb yu're running, which yu specified n the Setup layut. By default, Lad File is selected as the base cnfiguratin fr yur exprt jb. Yu als have the ptin f enhancing the lad file thrugh by selecting Images, Natives, and Text Fields as Files, depending n the makeup f yur data. Selecting any f these makes additinal crrespnding utput settings available, which are described belw. Relativity Relativity Integratin Pints Guide - 36

37 The Text Fields as Files ptin determines the exprt f the extracted text r OCR. Select this ptin if yu want t exprt files as individual dcument-level text files, with ne file per dcument. Integratin Pints includes text as part f yur lad file if yu deselect this ptin and if a lng text field is included in the selected fields that yu mapped in the Surce Infrmatin layut. Exprt Lcatin - click the dwn arrw and select a target directry fr exprting the flder. This is the rt lcatin, which an admin defines n the Resurce Pl in the Prcessing Surce Lcatin sectin. This is a shared lcatin with prcessing. Select Overwrite Files if yu want t verwrite any existing files f the same name in the target exprt directry. Destinatin Flder - specify the flder int which yu want t exprt the data frm the lad file. This reads the Exprt Lcatin abve and allws yu t select a subflder f that lcatin, if subflders are present underneath the rt flder. Image File Frmat - select ne f these frmats fr image-level lad file: Opticn IPRO IPRO (Full Text) Data File Frmat - select a the frmat fr the dcument-level lad file yu're exprting: Relativity (.dat) - lad file exprts with the standard Cncrdance delimiters. HTML (.html) - lad file is in HTML and cntains hyperlinks t launch any exprted files. Cmma-separated (.csv) Custm (.txt) - lad file exprts with the custm delimiters that yu select. Data File Encding - select an encding fr the dcument-level lad file frm the drp-dwn bx. File Path - cntrls hw the exprt path fr the files is referenced. Select ne f the fllwing ptins: Use abslute paths - paths t exprted files are represented as abslute paths. Fr example, C:\ Desktp\VOL001\NATIVE001\AS msg Use relative paths - paths t exprted files are represented as relative paths. Fr example,.\vol001\native001\as msg Use prefix - a prefix is added t the relative path, such as a CD drive letter. Fr example, D:\VOL001\NATIVE001\AS msg Include Native Files Path - check this bx if yu want t include the native file path in yur data nce yu exprt it. Nte that in the lad file, fr example a Relativity.dat file, there will be file path infrmatin added fr every recrd yu're exprting. Exprt Multiple Chice Fields as Nested - select this ptin t maintain the hierarchy f Relativity multiple-chice lists, when applicable. The nested value delimiter, a backslash, separates child chices. Name Output Files After - select ne f the fllwing naming cnventin fr exprted files: Identifier - select this ptin t name the files after the identifier fr yur wrkspace. Begin prductin number - select this ptin t name the files after the prductin number. (This number may be the Bates number fr a prductin.) Relativity names files after the prductin number nly if yu select select Prduced Images as the Prductin Precedence belw. Append Original File Name - select this ptin t append the riginal name f the file t the end f the exprted file name. Relativity Relativity Integratin Pints Guide - 37

38 Image - the fllwing fields are nly available if yu selected Images fr the Exprt Type field abve. File Type - select ne f these file types: Single-page TIF/JPG Multi-page TIF PDF Prductin Precedence - select ne f the fllwing grups f prduced dcuments fr exprt instead f the riginal images: Original Images - exprts nly the riginal, nn-prduced images. Prduced Images - exprts a prduced versin f the images. When yu select this, the fllwing fields becme available: Image Prductins - select the prduced images that yu want t act as the precedence. Include Original Images If Nt Prduced - exprts nly the riginal images in the event that they haven't been prduced. Subdirectry Prefix - enter the alpha prefix fr the subdirectry that stres exprted images. By default, this is set t IMG. Native Subdirectry Prefix - enter the alpha prefix fr the subdirectry that stres exprted native files. By default, this is set t NATIVE. This field is nly available if yu selected Natives fr the Exprt Type field abve. Text- the fllwing fields are nly available if yu selected text Fields As Files fr the Exprt Type field abve. Text File Encding - select the encding fr the dcument-level text files Text Precedence - select and assign an rder t lng text fields that Relativity checks fr text when perfrming an exprt. Yu must select ne r mre lng text fields t use this functinality. Click the ellipsis t display the Pick Text Precedence pp-up. T mve fields between clumns, highlight them and click the Right r Left single r duble arrws. Use the Up Relativity Relativity Integratin Pints Guide - 38

39 and Dwn arrws t rder the precedence f the fields. Subdirectry Prefix - enter the alpha prefix fr the subdirectry that stres exprted text files. By default, this is set t TEXT. Vlume Prefix - enter the alpha prefix fr the vlume identifier. By default, this is set t VOL. Start Number - select the first number used fr the numeric sectin f the vlume identifier. Multiple vlumes increment numbers during exprt creating unique vlume identifiers. Number f Digits - select the number f digits attached t the prefix. (Fr example, if yu select 2, the utput is VOL001, VOL002, and s n.) Max Size (MB) - select the maximum size allwed fr each vlume in MBs. Subdirectry Start Number - select the starting number fr the subdirectries. Number f Digits - select the number f digits f the subdirectry prefix (Fr example, if yu select 3, the utput is IMG001, IMG002, and s n.) Max Files - select the number f files t stre in each subdirectry. 7. Click Save t save this integratin pint with these exprt settings. Relativity Relativity Integratin Pints Guide - 39

40 Once Relativity saves the integratin pint, yu'll be able t run it and exprt the data based n the settings yu specified. See Running the exprt jb n page 61 fr details. 4.2 Exprting a flder and subflders See the steps fr exprting a flder and subflders T create an integratin pint specifically fr exprting a flder and subflders, perfrm the fllwing steps: 1. In yur wrkspace, navigate t the Integratin Pints tab and click New Integratin Pint. 2. Cmplete the fllwing fields in the Setup categry f the Create Integratin Pint layut: Name - the name f yur integratin fr reference purpses. Type - select Exprt t designate this as an exprt jb. Selecting this sets the Surce field t be Relativity. Surce - this is autmatically set t Relativity since yu're exprting data ut f a Relativity wrkspace. Relativity Relativity Integratin Pints Guide - 40

41 Destinatin - select Lad File. This is because yu dn't want t exprt directly t anther Relativity wrkspace, but instead want t leverage the RDC exprt functinality, which is available n a subsequent layut nly if yu select Lad File here. Transferred Object - select Dcument. Prfile - use this t cmplete the remaining Integratin Pints settings based n the settings f a saved prfile. This includes all f the fields in the Cnnect t Surce layut, as well as field mappings. If n prfiles exist in the wrkspace, yu dn't have the ptin f selecting them. T apply a prfile that yu've already created, select it frm the drp-dwn. Fr mre infrmatin n prfiles, see Integratin Pints prfiles n page 4. Ntificatin Recipients - enter the addresses f thse wh shuld receive ntificatins f whether the integratin pint exprt succeeded r failed. Use semi clns between addresses. Lg Errrs - select Yes r N t dente whether Relativity tracks item level errrs. If yu select Yes, each jb als lgs any item level errrs. If yu select N, Relativity desn't lg these item level errrs. Regardless f yur selectin, jb-level errrs are always recrded in Relativity. Enable Scheduler - gives yu the ptin f scheduling additinal exprts. Selecting Yes makes the fllwing fields available: Frequency - the interval at which Relativity syncs this integratin pint. Daily - select this ptin t sync nce every day. Mnthly - select the day f the mnth that yu want this integratin pint t sync nce every mnth. Reccur - enter the number f mnth(s) in which this integratin pint recurrently syncs. Send On Day _ the mnth - select the day f the mnth that yu want this integratin pint t sync. The f the Mnth - select this ptin fr this integratin pint t sync n the chsen day f every mnth. Fr example, "The Secnd Friday f the mnth." Start Date - the date that yu want Integratin Pints t start syncing the data. End Date - (Optinal) the date that yu want Integratin Pints t stp syncing the data. Leaving the End Date blank causes the Integratin Pint t run indefinitely at the scheduled interval. Scheduled Time - the time at which this integratin pint syncs. This time is lcal t yur PC, nt t the server. 3. Click Next t advance t the Surce Infrmatin layut. 4. Cmplete the fllwing fields n the Surce Infrmatin layut: (Click t expand) Relativity Relativity Integratin Pints Guide - 41

42 Surce - select Flder + Subflders frm the drp-dwn and specify that yu want t select a flder and subflders, frm which yu want exprt the data in yur lad file. Yu'll select this flder belw frm the flder structure in the Flder + Subflders field. Yu'll als need t select a View frm the Views field. Flder + Subflders - click n the dwn arrw and expand the flder structure, lcate the flder and subflders frm which yu want t exprt the data, and select it. This field is nly available if yu've selected Flder + Subflders as the surce abve. Views - click n the dwn arrw and select a view fr the data that yu want t exprt. This is nly available if yu selected Flder r Flder + Subflders as the surce abve. Start Exprt at Recrd - select a recrd number that identifies the initial dcument fr exprt. Integratin Pints, like the RDC, exprts the dcument with this recrd number and cntinues exprting dcuments with subsequent recrd numbers. Surce Fields Selected Fields - chse the fields that yu want t exprt by mving them t the Selected Fields bx. The bx n the left displays all available surce fields. The fields listed in the Selected Fields clumn are determined by what yu select fr the Surce field abve, as well Relativity Relativity Integratin Pints Guide - 42

43 by the flder, prductin set, r saved search that yu select. Only the fields in the Selected Fields bx n the right will be exprted when yu run the integratin pint. 5. Click Next t advance t the Destinatin Infrmatin layut. 6. Cmplete the fllwing fields n the Destinatin Infrmatin layut: (Click t expand) Lad File Optins Exprt Type - this field reflects the type f exprt jb yu're running, which yu specified n the Setup layut. By default, Lad File is selected as the base cnfiguratin fr yur exprt jb. Yu als have the ptin f enhancing the lad file thrugh by selecting Images, Natives, and Text Relativity Relativity Integratin Pints Guide - 43

44 Fields as Files, depending n the makeup f yur data. Selecting any f these makes additinal crrespnding utput settings available, which are described belw. The Text Fields as Files ptin determines the exprt f the extracted text r OCR. Select this ptin if yu want t exprt files as individual dcument-level text files, with ne file per dcument. Integratin Pints includes text as part f yur lad file if yu deselect this ptin and if a lng text field is included in the selected fields that yu mapped in the Surce Infrmatin layut. Exprt Lcatin - click the dwn arrw and select a target directry fr exprting the flder. This is the rt lcatin, which an admin defines n the Resurce Pl in the Prcessing Surce Lcatin sectin. This is a shared lcatin with prcessing. Select Overwrite Files if yu want t verwrite any existing files f the same name in the target exprt directry. Destinatin Flder - specify the flder int which yu want t exprt the data frm the lad file. This reads the Exprt Lcatin abve and allws yu t select a subflder f that lcatin, if subflders are present underneath the rt flder. Image File Frmat - select ne f these frmats fr image-level lad file: Opticn IPRO IPRO (Full Text) Data File Frmat - select a the frmat fr the dcument-level lad file yu're exprting: Relativity (.dat) - lad file exprts with the standard Cncrdance delimiters. HTML (.html) - lad file is in HTML and cntains hyperlinks t launch any exprted files. Cmma-separated (.csv) Custm (.txt) - lad file exprts with the custm delimiters that yu select. Data File Encding - select an encding fr the dcument-level lad file frm the drp-dwn bx. File Path - cntrls hw the exprt path fr the files is referenced. Select ne f the fllwing ptins: Use abslute paths - paths t exprted files are represented as abslute paths. Fr example, C:\ Desktp\VOL001\NATIVE001\AS msg Use relative paths - paths t exprted files are represented as relative paths. Fr example,.\vol001\native001\as msg Use prefix - a prefix is added t the relative path, such as a CD drive letter. Fr example, D:\VOL001\NATIVE001\AS msg Include Native Files Path - check this bx if yu want t include the native file path in yur data nce yu exprt it. Nte that in the lad file, fr example a Relativity.dat file, there will be file path infrmatin added fr every recrd yu're exprting. Exprt Multiple Chice Fields as Nested - select this ptin t maintain the hierarchy f Relativity multiple-chice lists, when applicable. The nested value delimiter, a backslash, separates child chices. Name Output Files After - select ne f the fllwing naming cnventin fr exprted files: Identifier - select this ptin t name the files after the identifier fr yur wrkspace. Begin prductin number - select this ptin t name the files after the prductin number. (This number may be the Bates number fr a prductin.) Relativity names files after the prductin number nly if yu select select Prduced Images as the Prductin Precedence belw. Append Original File Name - select this ptin t append the riginal name f the file t the end f the exprted file name. Relativity Relativity Integratin Pints Guide - 44

45 Image - the fllwing fields are nly available if yu selected Images fr the Exprt Type field abve. File Type - select ne f these file types: Single-page TIF/JPG Multi-page TIF PDF Prductin Precedence - select ne f the fllwing grups f prduced dcuments fr exprt instead f the riginal images: Original Images - exprts nly the riginal, nn-prduced images. Prduced Images - exprts a prduced versin f the images. When yu select this, the fllwing fields becme available: Image Prductins - select the prduced images that yu want t act as the precedence. Include Original Images If Nt Prduced - exprts nly the riginal images in the event that they haven't been prduced. Subdirectry Prefix - enter the alpha prefix fr the subdirectry that stres exprted images. By default, this is set t IMG. Native Subdirectry Prefix - enter the alpha prefix fr the subdirectry that stres exprted native files. By default, this is set t NATIVE. This field is nly available if yu selected Natives fr the Exprt Type field abve. Text- the fllwing fields are nly available if yu selected text Fields As Files fr the Exprt Type field abve. Text File Encding - select the encding fr the dcument-level text files Text Precedence - select and assign an rder t lng text fields that Relativity checks fr text when perfrming an exprt. Yu must select ne r mre lng text fields t use this functinality. Click the ellipsis t display the Pick Text Precedence pp-up. T mve fields between clumns, highlight them and click the Right r Left single r duble arrws. Use the Up Relativity Relativity Integratin Pints Guide - 45

46 and Dwn arrws t rder the precedence f the fields. Subdirectry Prefix - enter the alpha prefix fr the subdirectry that stres exprted text files. By default, this is set t TEXT. Vlume Prefix - enter the alpha prefix fr the vlume identifier. By default, this is set t VOL. Start Number - select the first number used fr the numeric sectin f the vlume identifier. Multiple vlumes increment numbers during exprt creating unique vlume identifiers. Number f Digits - select the number f digits attached t the prefix. (Fr example, if yu select 2, the utput is VOL001, VOL002, and s n.) Max Size (MB) - select the maximum size allwed fr each vlume in MBs. Subdirectry Start Number - select the starting number fr the subdirectries. Number f Digits - select the number f digits f the subdirectry prefix (Fr example, if yu select 3, the utput is IMG001, IMG002, and s n.) Max Files - select the number f files t stre in each subdirectry. 7. Click Save t save this integratin pint with these exprt settings. Relativity Relativity Integratin Pints Guide - 46

47 Once Relativity saves the integratin pint, yu'll be able t run it and exprt the data based n the settings yu specified. See Running the exprt jb n page 61 fr details. 4.3 Exprting a prductin See the steps fr exprting a prductin set T create an integratin pint specifically fr exprting a prductin set, perfrm the fllwing steps: 1. In yur wrkspace, navigate t the Integratin Pints tab and click New Integratin Pint. 2. Cmplete the fllwing fields in the Setup categry f the Create Integratin Pint layut: Name - the name f yur integratin fr reference purpses. Type - select Exprt t designate this as an exprt jb. Selecting this sets the Surce field t be Relativity. Surce - this is autmatically set t Relativity since yu're exprting data ut f a Relativity wrkspace. Relativity Relativity Integratin Pints Guide - 47

48 Destinatin - select Lad File. This is because yu dn't want t exprt directly t anther Relativity wrkspace, but instead want t leverage the RDC exprt functinality, which is available n a subsequent layut nly if yu select Lad File here. Transferred Object - select Dcument. Prfile - use this t cmplete the remaining Integratin Pints settings based n the settings f a saved prfile. This includes all f the fields in the Cnnect t Surce layut, as well as field mappings. If n prfiles exist in the wrkspace, yu dn't have the ptin f selecting them. T apply a prfile that yu've already created, select it frm the drp-dwn. Fr mre infrmatin n prfiles, see Integratin Pints prfiles n page 4. Ntificatin Recipients - enter the addresses f thse wh shuld receive ntificatins f whether the integratin pint exprt succeeded r failed. Use semi clns between addresses. Lg Errrs - select Yes r N t dente whether Relativity tracks item level errrs. If yu select Yes, each jb als lgs any item level errrs. If yu select N, Relativity desn't lg these item level errrs. Regardless f yur selectin, jb-level errrs are always recrded in Relativity. Enable Scheduler - gives yu the ptin f scheduling additinal exprts. Selecting Yes makes the fllwing fields available: Frequency - the interval at which Relativity syncs this integratin pint. Daily - select this ptin t sync nce every day. Mnthly - select the day f the mnth that yu want this integratin pint t sync nce every mnth. Reccur - enter the number f mnth(s) in which this integratin pint recurrently syncs. Send On Day _ the mnth - select the day f the mnth that yu want this integratin pint t sync. The f the Mnth - select this ptin fr this integratin pint t sync n the chsen day f every mnth. Fr example, "The Secnd Friday f the mnth." Start Date - the date that yu want Integratin Pints t start syncing the data. End Date - (Optinal) the date that yu want Integratin Pints t stp syncing the data. Leaving the End Date blank causes the Integratin Pint t run indefinitely at the scheduled interval. Scheduled Time - the time at which this integratin pint syncs. This time is lcal t yur PC, nt t the server. 3. Click Next t advance t the Surce Infrmatin layut. 4. Cmplete the fllwing fields n the Surce Infrmatin layut: (Click t expand) Relativity Relativity Integratin Pints Guide - 48

49 Surce - select Prductin frm the drp-dwn. specify that yu want t select a prductin set, frm which yu want exprt the data in yur lad file. Yu'll select this flder belw frm the flder structure in the Flder + Subflders field. Yu'll als need t select a View frm the Views field. Prductin Set - click n the dwn arrw and select the prductin set that yu want t act as the surce fr the lad file. This field is nly available if yu've selected Prductin as the surce abve. Start Exprt at Recrd - select a recrd number that identifies the initial dcument fr exprt. Integratin Pints, like the RDC, exprts the dcument with this recrd number and cntinues exprting dcuments with subsequent recrd numbers. Surce Fields Selected Fields - chse the fields that yu want t exprt by mving them t the Selected Fields bx. The bx n the left displays all available surce fields. The fields listed in the Selected Fields clumn are determined by what yu select fr the Surce field abve, as well by the flder, prductin set, r saved search that yu select. Only the fields in the Selected Fields bx n the right will be exprted when yu run the integratin pint. 5. Click Next t advance t the Destinatin Infrmatin layut. 6. Cmplete the fllwing fields n the Destinatin Infrmatin layut: (Click t expand) Relativity Relativity Integratin Pints Guide - 49

50 Lad File Optins Exprt Type - this field reflects the type f exprt jb yu're running, which yu specified n the Setup layut. By default, Lad File is selected as the base cnfiguratin fr yur exprt jb. Yu als have the ptin f enhancing the lad file thrugh by selecting Images, Natives, and Text Fields as Files, depending n the makeup f yur data. Selecting any f these makes additinal crrespnding utput settings available, which are described belw. The Text Fields as Files ptin determines the exprt f the extracted text r OCR. Select this ptin if yu want t exprt files as individual dcument-level text files, with ne file per dcument. Integratin Pints includes text as part f yur lad file if yu deselect this Relativity Relativity Integratin Pints Guide - 50

51 ptin and if a lng text field is included in the selected fields that yu mapped in the Surce Infrmatin layut. Exprt Lcatin - click the dwn arrw and select a target directry fr exprting the flder. This is the rt lcatin, which an admin defines n the Resurce Pl in the Prcessing Surce Lcatin sectin. This is a shared lcatin with prcessing. Select Overwrite Files if yu want t verwrite any existing files f the same name in the target exprt directry. Destinatin Flder - specify the flder int which yu want t exprt the data frm the lad file. This reads the Exprt Lcatin abve and allws yu t select a subflder f that lcatin, if subflders are present underneath the rt flder. Image File Frmat - select ne f these frmats fr image-level lad file: Opticn IPRO IPRO (Full Text) Data File Frmat - select a the frmat fr the dcument-level lad file yu're exprting: Relativity (.dat) - lad file exprts with the standard Cncrdance delimiters. HTML (.html) - lad file is in HTML and cntains hyperlinks t launch any exprted files. Cmma-separated (.csv) Custm (.txt) - lad file exprts with the custm delimiters that yu select. Data File Encding - select an encding fr the dcument-level lad file frm the drp-dwn bx. File Path - cntrls hw the exprt path fr the files is referenced. Select ne f the fllwing ptins: Use abslute paths - paths t exprted files are represented as abslute paths. Fr example, C:\ Desktp\VOL001\NATIVE001\AS msg Use relative paths - paths t exprted files are represented as relative paths. Fr example,.\vol001\native001\as msg Use prefix - a prefix is added t the relative path, such as a CD drive letter. Fr example, D:\VOL001\NATIVE001\AS msg Include Native Files Path - check this bx if yu want t include the native file path in yur data nce yu exprt it. Nte that in the lad file, fr example a Relativity.dat file, there will be file path infrmatin added fr every recrd yu're exprting. Exprt Multiple Chice Fields as Nested - select this ptin t maintain the hierarchy f Relativity multiple-chice lists, when applicable. The nested value delimiter, a backslash, separates child chices. Name Output Files After - select ne f the fllwing naming cnventin fr exprted files: Identifier - select this ptin t name the files after the identifier fr yur wrkspace. Begin prductin number - select this ptin t name the files after the prductin number. (This number may be the Bates number fr a prductin.) Relativity names files after the prductin number nly if yu select select Prduced Images as the Prductin Precedence belw. Append Original File Name - select this ptin t append the riginal name f the file t the end f the exprted file name. Image - the fllwing fields are nly available if yu selected Images fr the Exprt Type field abve. Relativity Relativity Integratin Pints Guide - 51

52 File Type - select ne f these file types: Single-page TIF/JPG Multi-page TIF PDF Prductin Precedence - select ne f the fllwing grups f prduced dcuments fr exprt instead f the riginal images: Original Images - exprts nly the riginal, nn-prduced images. Prduced Images - exprts a prduced versin f the images. When yu select this, the fllwing fields becme available: Image Prductins - select the prduced images that yu want t act as the precedence. Include Original Images If Nt Prduced - exprts nly the riginal images in the event that they haven't been prduced. Subdirectry Prefix - enter the alpha prefix fr the subdirectry that stres exprted images. By default, this is set t IMG. Native Subdirectry Prefix - enter the alpha prefix fr the subdirectry that stres exprted native files. By default, this is set t NATIVE. This field is nly available if yu selected Natives fr the Exprt Type field abve. Text- the fllwing fields are nly available if yu selected text Fields As Files fr the Exprt Type field abve. Text File Encding - select the encding fr the dcument-level text files Text Precedence - select and assign an rder t lng text fields that Relativity checks fr text when perfrming an exprt. Yu must select ne r mre lng text fields t use this functinality. Click the ellipsis t display the Pick Text Precedence pp-up. T mve fields between clumns, highlight them and click the Right r Left single r duble arrws. Use the Up Relativity Relativity Integratin Pints Guide - 52

53 and Dwn arrws t rder the precedence f the fields. Subdirectry Prefix - enter the alpha prefix fr the subdirectry that stres exprted text files. By default, this is set t TEXT. Vlume Prefix - enter the alpha prefix fr the vlume identifier. By default, this is set t VOL. Start Number - select the first number used fr the numeric sectin f the vlume identifier. Multiple vlumes increment numbers during exprt creating unique vlume identifiers. Number f Digits - select the number f digits attached t the prefix. (Fr example, if yu select 2, the utput is VOL001, VOL002, and s n.) Max Size (MB) - select the maximum size allwed fr each vlume in MBs. Subdirectry Start Number - select the starting number fr the subdirectries. Number f Digits - select the number f digits f the subdirectry prefix (Fr example, if yu select 3, the utput is IMG001, IMG002, and s n.) Max Files - select the number f files t stre in each subdirectry. 7. Click Save t save this integratin pint with these exprt settings. Relativity Relativity Integratin Pints Guide - 53

54 Once Relativity saves the integratin pint, yu'll be able t run it and exprt the data based n the settings yu specified. See Running the exprt jb n page 61 fr details. 4.4 Exprting a saved search See the steps fr exprting a saved search T create an integratin pint specifically fr exprting a saved search, perfrm the fllwing steps: 1. In yur wrkspace, navigate t the Integratin Pints tab and click New Integratin Pint. 2. Cmplete the fllwing fields in the Setup categry f the Create Integratin Pint layut: Name - the name f yur integratin fr reference purpses. Type - select Exprt t designate this as an exprt jb. Selecting this sets the Surce field t be Relativity. Surce - this is autmatically set t Relativity since yu're exprting data ut f a Relativity wrkspace. Destinatin - select Lad File. This is because yu dn't want t exprt directly t anther Relativity wrkspace, but instead want t leverage the RDC exprt functinality, which is available n a subsequent layut nly if yu select Lad File here. Relativity Relativity Integratin Pints Guide - 54

55 Transferred Object - select Dcument. Prfile - use this t cmplete the remaining Integratin Pints settings based n the settings f a saved prfile. This includes all f the fields in the Cnnect t Surce layut, as well as field mappings. If n prfiles exist in the wrkspace, yu dn't have the ptin f selecting them. T apply a prfile that yu've already created, select it frm the drp-dwn. Fr mre infrmatin n prfiles, see Integratin Pints prfiles n page 4. Ntificatin Recipients - enter the addresses f thse wh shuld receive ntificatins f whether the integratin pint exprt succeeded r failed. Use semi clns between addresses. Lg Errrs - select Yes r N t dente whether Relativity tracks item level errrs. If yu select Yes, each jb als lgs any item level errrs. If yu select N, Relativity desn't lg these item level errrs. Regardless f yur selectin, jb-level errrs are always recrded in Relativity. Enable Scheduler - gives yu the ptin f scheduling additinal exprts. Selecting Yes makes the fllwing fields available: Frequency - the interval at which Relativity syncs this integratin pint. Daily - select this ptin t sync nce every day. Mnthly - select the day f the mnth that yu want this integratin pint t sync nce every mnth. Reccur - enter the number f mnth(s) in which this integratin pint recurrently syncs. Send On Day _ the mnth - select the day f the mnth that yu want this integratin pint t sync. The f the Mnth - select this ptin fr this integratin pint t sync n the chsen day f every mnth. Fr example, "The Secnd Friday f the mnth." Start Date - the date that yu want Integratin Pints t start syncing the data. End Date - (Optinal) the date that yu want Integratin Pints t stp syncing the data. Leaving the End Date blank causes the Integratin Pint t run indefinitely at the scheduled interval. Scheduled Time - the time at which this integratin pint syncs. This time is lcal t yur PC, nt t the server. 3. Click Next t advance t the Surce Infrmatin layut. 4. Cmplete the fllwing fields n the Surce Infrmatin layut: (Click t expand) Relativity Relativity Integratin Pints Guide - 55

56 Surce - select Saved Search frm the drp-dwn. specify that yu want t select a saved search, frm which yu want exprt the data in yur lad file. Yu'll select this flder belw frm the flder structure in the Flder + Subflders field. Yu'll als need t select a View frm the Views field. Saved Search - click n the dwn arrw and select the saved search that yu want t act as the surce fr the lad file. This field is nly available if yu've selected Saved Search as the surce abve. Start Exprt at Recrd - select a recrd number that identifies the initial dcument fr exprt. Integratin Pints, like the RDC, exprts the dcument with this recrd number and cntinues exprting dcuments with subsequent recrd numbers. 5. Click Next t advance t the Destinatin Infrmatin layut. Relativity Relativity Integratin Pints Guide - 56

57 6. Cmplete the fllwing fields n the Destinatin Infrmatin layut: (Click t expand) Lad File Optins Exprt Type - this field reflects the type f exprt jb yu're running, which yu specified n the Setup layut. By default, Lad File is selected as the base cnfiguratin fr yur exprt jb. Yu als have the ptin f enhancing the lad file thrugh by selecting Images, Natives, and Text Fields as Files, depending n the makeup f yur data. Selecting any f these makes additinal crrespnding utput settings available, which are described belw. The Text Fields as Files ptin determines the exprt f the extracted text r OCR. Select this ptin if yu want t exprt files as individual dcument-level text files, with ne file Relativity Relativity Integratin Pints Guide - 57

58 per dcument. Integratin Pints includes text as part f yur lad file if yu deselect this ptin and if a lng text field is included in the selected fields that yu mapped in the Surce Infrmatin layut. Exprt Lcatin - click the dwn arrw and select a target directry fr exprting the flder. This is the rt lcatin, which an admin defines n the Resurce Pl in the Prcessing Surce Lcatin sectin. This is a shared lcatin with prcessing. Select Overwrite Files if yu want t verwrite any existing files f the same name in the target exprt directry. Destinatin Flder - specify the flder int which yu want t exprt the data frm the lad file. This reads the Exprt Lcatin abve and allws yu t select a subflder f that lcatin, if subflders are present underneath the rt flder. Image File Frmat - select ne f these frmats fr image-level lad file: Opticn IPRO IPRO (Full Text) Data File Frmat - select a the frmat fr the dcument-level lad file yu're exprting: Relativity (.dat) - lad file exprts with the standard Cncrdance delimiters. HTML (.html) - lad file is in HTML and cntains hyperlinks t launch any exprted files. Cmma-separated (.csv) Custm (.txt) - lad file exprts with the custm delimiters that yu select. Data File Encding - select an encding fr the dcument-level lad file frm the drp-dwn bx. File Path - cntrls hw the exprt path fr the files is referenced. Select ne f the fllwing ptins: Use abslute paths - paths t exprted files are represented as abslute paths. Fr example, C:\ Desktp\VOL001\NATIVE001\AS msg Use relative paths - paths t exprted files are represented as relative paths. Fr example,.\vol001\native001\as msg Use prefix - a prefix is added t the relative path, such as a CD drive letter. Fr example, D:\VOL001\NATIVE001\AS msg Include Native Files Path - check this bx if yu want t include the native file path in yur data nce yu exprt it. Nte that in the lad file, fr example a Relativity.dat file, there will be file path infrmatin added fr every recrd yu're exprting. Exprt Multiple Chice Fields as Nested - select this ptin t maintain the hierarchy f Relativity multiple-chice lists, when applicable. The nested value delimiter, a backslash, separates child chices. Name Output Files After - select ne f the fllwing naming cnventin fr exprted files: Identifier - select this ptin t name the files after the identifier fr yur wrkspace. Begin prductin number - select this ptin t name the files after the prductin number. (This number may be the Bates number fr a prductin.) Relativity names files after the prductin number nly if yu select select Prduced Images as the Prductin Precedence belw. Append Original File Name - select this ptin t append the riginal name f the file t the end f the exprted file name. Image - the fllwing fields are nly available if yu selected Images fr the Exprt Type field abve. Relativity Relativity Integratin Pints Guide - 58

59 File Type - select ne f these file types: Single-page TIF/JPG Multi-page TIF PDF Prductin Precedence - select ne f the fllwing grups f prduced dcuments fr exprt instead f the riginal images: Original Images - exprts nly the riginal, nn-prduced images. Prduced Images - exprts a prduced versin f the images. When yu select this, the fllwing fields becme available: Image Prductins - select the prduced images that yu want t act as the precedence. Include Original Images If Nt Prduced - exprts nly the riginal images in the event that they haven't been prduced. Subdirectry Prefix - enter the alpha prefix fr the subdirectry that stres exprted images. By default, this is set t IMG. Native Subdirectry Prefix - enter the alpha prefix fr the subdirectry that stres exprted native files. By default, this is set t NATIVE. This field is nly available if yu selected Natives fr the Exprt Type field abve. Text- the fllwing fields are nly available if yu selected text Fields As Files fr the Exprt Type field abve. Text File Encding - select the encding fr the dcument-level text files Text Precedence - select and assign an rder t lng text fields that Relativity checks fr text when perfrming an exprt. Yu must select ne r mre lng text fields t use this functinality. Click the ellipsis t display the Pick Text Precedence pp-up. T mve fields between clumns, highlight them and click the Right r Left single r duble arrws. Use the Up Relativity Relativity Integratin Pints Guide - 59

60 and Dwn arrws t rder the precedence f the fields. Subdirectry Prefix - enter the alpha prefix fr the subdirectry that stres exprted text files. By default, this is set t TEXT. Vlume Prefix - enter the alpha prefix fr the vlume identifier. By default, this is set t VOL. Start Number - select the first number used fr the numeric sectin f the vlume identifier. Multiple vlumes increment numbers during exprt creating unique vlume identifiers. Number f Digits - select the number f digits attached t the prefix. (Fr example, if yu select 2, the utput is VOL001, VOL002, and s n.) Max Size (MB) - select the maximum size allwed fr each vlume in MBs. Subdirectry Start Number - select the starting number fr the subdirectries. Number f Digits - select the number f digits f the subdirectry prefix (Fr example, if yu select 3, the utput is IMG001, IMG002, and s n.) Max Files - select the number f files t stre in each subdirectry. 7. Click Save t save this integratin pint with these exprt settings. Relativity Relativity Integratin Pints Guide - 60

61 Once Relativity saves the integratin pint, yu'll be able t run it and exprt the data based n the settings yu specified. See Running the exprt jb belw fr details. 4.5 Exprting t a Relativity wrkspace In additin t exprting t a CSV, LDAP, and lad file, yu have the ptin f exprting data frm a surce wrkspace t a destinatin wrkspace in Relativity. Yu'll d this by selecting Relativity as the destinatin fr the data that yu intend t transfer and then selecting a specific wrkspace where yu want that data t g. Exprting t a wrkspace is best exemplified in Relativity's ECA and Investigatin feature. Fr mre infrmatin, see ECA and Investigatin. 4.6 Running the exprt jb T exprt yur lad file based n the exprt settings yu specified abve, click Run n the Transfer Optins cnsle n the saved integratin pint. Nte that yu als have the ptin f saving this integratin pint as a prfile thrugh the Save as Prfile buttn n the Transfer Optins cnsle. Fr mre infrmatin n prfiles, see Integratin Pints prfiles n page 4. Nte: Integratin Pints prfiles are nly available in Relativity and abve. Relativity Relativity Integratin Pints Guide - 61

62 Click OK n the run cnfirmatin message, which infrms yu f where yur dcuments will be placed. The Run buttn turns t red and gives yu the ptin f stpping the jb yu just kicked ff, as lng as that jb has a status f Pending r Prcessing. If necessary, mnitr the prgress f the prmte jb by viewing the Status field in the Status view at the bttm f the layut. Yu'll see any f the fllwing status values: Pending - the jb has yet t be picked up by an agent. Prcessing - the agent has picked up the jb and is in the prcess f cmpleting it. Relativity Relativity Integratin Pints Guide - 62

63 Cmpleted - the jb is cmplete, and n errrs ccurred. Cmpleted with errrs - the jb is cmplete and errrs have ccurred. Yu can view errr details in the Jb Histry Errrs tab. See Mnitring jb histry and errrs fr details. Errr - jb failed - a jb-level errr ccurred and the jb didn't cmplete because it failed. Yu can view errr details in the Jb Histry Errrs tab. See Mnitring jb histry and errrs fr details. Stpping - yu clicked the Stp buttn, and the stp jb has yet t be picked up by an agent. Stpped - the jb has been stpped Stpping an exprt jb Relativity gives yu the ptin f stpping an exprt jb frm prceeding in the event that yu need t re-priritize it r because yu made a mistake when creating it. Yu can d s when that jb has a status f Pending r Prcessing. T d this, click Stp n the cnsle. Relativity then infrms yu that yu wn't be remving any data by stpping the transfer and that yu shuld check t make sure that the verwrite setting yu previusly entered is still apprpriate fr the re-run. Click Stp Transfer t prceed. Relativity Relativity Integratin Pints Guide - 63

64 Once Relativity stps the jb, the Jb Status field n the Status view reflects this. Nte the fllwing abut stpping an Integratin Pints jb: Yu can als stp a scheduled jb if it has a status f Pending r Prcessing. A jb is unstppable if it has any status ther than Pending r Prcessing, r the pint at which Relativity starts prmting dcuments with such as infrmatin as the user wh tagged them and the surce wrkspace. When yu click Stp, Relativity immediately stps creating new errrs fr that jb. When yu click Stp n a run-nw jb, Relativity marks all errrs assciated with the current jb histry as Expired. When yu click Stp n a retry jb, Relativity marks all errrs assciated with the current jb histry and the previus jb as Expired. Yu can start a scheduled jb after yu've already stpped it. The item cunts n the Integratin Pints layut reflect all items prmted befre the agent received the signal t stp the jb. T re-start a stpped jb, click Run. When yu d this, Relativity begins t transfer data again frm the beginning but desn't remve any data already transferred Integratin pint agent cnsideratins When yu have ne agent enabled, a scheduled integratin pints jb is always queued and is always run. When yu have mre than ne agent, hwever, the scheduled jb may get queued r it may result in an errr, after which that jb is rescheduled. In ther wrds, there is mixed behavir when yu have enabled mre than ne agent. Relativity Relativity Integratin Pints Guide - 64

65 The fllwing table prvides a breakdwn f this behavir: If 1. Yu enable a single agent called Agent Yu schedule a jb called IP1 t run at 10:00 AM daily. 3. Yu click Run r Retry Errrs n IP1 at 9:59:59 AM. 1. Yu enable Agent 1 and Agent Yu schedule IP1 t run at 10:00 AM daily. 3. Yu click Run r Retry Errrs n IP1 at 9:59:59 AM. 1. Yu enable Agent 1 and Agent Yu schedule IP1 t run at 10:00 AM daily. 3. Yu click Run r Retry Errrs n IP1 at 9:59:59 AM. 4. All ther agents are busy, including Agent Yu enable Agent 1 and Agent Yu click Run r Retry Errrs n IP1. 3. Yu click Run r Retry Errrs n IP2. Then 1. Agent 1 picks up the Run r Retry Errrs jb fr IP1 and cmpletes it in ne hur. 2. Agent 1 picks up the scheduled jb fr IP1, creates an errr, remves the jb histry frm IP1, and reschedules IP1 t run at the next interval. 1. Agent 1 picks up the Run r Retry Errrs jb fr IP1 and begins wrking n it. 2. Agent 2 picks up the scheduled jb fr IP1, creates an errr, remves the jb histry frm IP1, and reschedules IP1 t run at the next interval. 1. Agent 1 picks up the Run r Retry Errrs jb fr IP1 and begins wrking n it. 2. Agent 1 cmpletes the Run r Retry Errrs jb fr IP1. 3. Agent 1 picks up the scheduled jb fr IP1 and cmpletes it. 1. Agent 1 picks up the Run r Retry Errrs jb fr IP1 and begins wrking n it. 2. Agent 2 picks up the Run r Retry Errrs jb fr IP2 and begins wrking n it. 5 Mnitring jb histry and errrs After yu create an integratin pint and initiate the imprt prcess, yu can mnitr the jb status n the Jb Histry tab and reslve errrs n the Jb Histry Errrs tab. 5.1 Jb Histry This tab lists an entry fr each integratin pint jb, and als prvides yu with the ability t view additinal details fr a specific jb. Relativity Relativity Integratin Pints Guide - 65

66 The Jb Histry tab lists the fllwing infrmatin that yu can use t mnitr the status f an integratin pint jb: Start Time (UTC) - the date and time that a jb started running in Crdinated Universal Time (UTC). Artifact ID - the artifact ID f the wrkspace. Name - the name fr a specific jb run by the integratin pint. Integratin Pint - the name f the integratin pint used t run the jb. Jb Status - the current status f an integratin pint jb. The fllwing jb statuses are available: [blank] - the jb hasn't started r wasn't run. Pending - the jb has been submitted but an agent hasn't picked it up, s the imprt prcess hasn't started. Prcessing - the jb is currently running. Errr - Jb Failed - a jb-level errr ccurred and the imprt wasn't cmpleted. The integratin pint may have been able t imprt sme f the recrds befre the errr ccurred. Cmpleted with Errrs - the imprt jb cmpleted but at least ne item-level errr ccurred. If yu set the Lg Errrs field t Yes fr the integratin pint, yu can view the item-level errrs in the sectin called Jb Histry Errrs n the Jb Details layut. See Viewing jb histry details belw. Cmpleted - the imprt jb cmpleted withut any item-level errrs. Destinatin Wrkspace - the Items Imprted - the number f recrds successfully imprted when the jb ran. Ttal Items - Items with Errrs - the number f recrds that the integratin pint failed t imprt due t item-level errrs Viewing jb histry details T view additinal histry infrmatin, click the name f a specific jb listed n the Jb Histry tab. The Jb Details layut displays basic jb infrmatin, imprt statistics, and a detailed list f errrs. The Jb Histry Errr sectin always lgs jb-level errrs. If yu set the Lg Errrs field t Yes, then it als lgs item-level errrs. Fr mre infrmatin n setting the Lg Errrs field, see Imprting data thrugh Integratin Pints n page 8. Relativity Relativity Integratin Pints Guide - 66

67 The Jb Details layut includes many f the same fields displayed n the Jb Histry tab. The fllwing list includes the additinal fields displayed in this layut: End Time (UTC) - the date and time that a jb cmpleted in UTC. Surce Unique ID - the unique identifier fr the recrd in the surce that caused an errr. Errr - a brief descriptin f the errr that ccurred. Timestamp - the date and time that a jb errr ccurred in UTC. Errr Type - indicates whether the errr ccurred at the jb r item level. 5.2 Jb Histry Errrs In the Jb Histry Errrs tab, yu can use the cnditin lists at the tp f the view t find errrs based n any errr-related metadata fields, such as Artifact ID, Errr, Errr Status, Errr Type, JbHistry, Name, Surce Unique ID, Stack Trace, System Created By, System Created On, System Last Mdified On, and Timestamp (UTC). Relativity Relativity Integratin Pints Guide - 67

68 Once yu specify yur cnditins, yu can search fr the targeted errrs by clicking Search n the right side f the cnditin lists. Yu can then pen any f the individuals errrs returned in the list by clicking the Name value. The Jb Histry Errr Layut prvides the fllwing fields: Name - the system-generated name f the errr. Surce Unique ID - the identifier f the item in which the errr ccurred. Jb Histry - the name f the integratin pint cntaining the file in which the errr ccurred. Errr - the errr message. Errr Status - the current state f the errr. Yu'll see any f the fllwing values fr the status field: New - the errr is new and n actin has been taken n it yet. Expired - the state assigned t an item level errr in either f the fllwing scenaris: Yu received an item-level errr n a jb, yu didn't retry the errr, and the jb ran n a schedule, meaning the Enable Scheduler field is set t Yes n the integratin pint. Relativity Relativity Integratin Pints Guide - 68

69 Yu received an item-level r a jb-level errr, yu didn't retry the errr, and yu click Run Nw n the integratin pint, r it is a scheduled jb. In Prgress - the errr is currently in the prcess f being retried. Retried - the item level errr in a jb has been retried, meaning yu clicked Retry Errrs n the integratin pint and the retry jb is cmplete. Errr Type - an indicatr f whether the errr is item r jb-level. Full Errr- the errr message with details, including a stack trace f the errr, when available. System Created On - the date and time at which the errr was created by the agent during the integratin pint jb. System Created By - the agent that created the errr during the integratin pint jb. System Last Mdified By - the agent that last updated the status value f the errr. With the infrmatin prvided in the Jb Histry Errrs Layut, yu can identify thse files n which errrs ccurred. Yu can then access thse files t manually address the causes f thse errrs. Frm there, yu can return t the integratin pints cnsle and retry the errrs Item-level versus jb-level errrs Nte the fllwing differences in the way Relativity handles item-level and jb-level errrs. Relativity handles a mix f item-level and jb-level errrs in the fllwing way: When yu click Run Nw n an integratin pint that cntains item and jb-level errrs, the entire jb is re-run and all errrs are marked as Expired. When yu click Retry Errrs n an integratin pint that cntains item and jb-level errrs, the entire jb is rerun and Relativity assigns a value f Expired t the item-level errrs while jb-level errrs are marked as In Prgress and then Retried. Relativity handles item-level errrs in the fllwing way: When yu click Run Nw, the entire jb is re-run, and Relativity assigns a value f Expired t the itemlevel errrs. When yu click Retry Errrs, Relativity assigns a value f Retried t the item-level errrs and starts a retry jb cntaining nly thse errr dcuments. Relativity handles jb-level errrs in the fllwing way: It registers nly ne jb-level errr fr the integratin pint. When yu click Run Nw, the entire jb is re-run and Relativity assigns a value f Expired t the jblevel errr. The Retry Errrs and Run Nw buttns are bth available. The Retry Errr buttn re-runs the whle jb, but the jb-level errr is marked as In prgress and then retried. The Run Nw buttn re-runs the whle jb, but the jb-level errr is marked as Expired. Scheduled jb is nt inserted and an errr is thrwn that shws up in the errrs tab in Admin mde that a scheduled jb did nt run fr this integratin because the jb was already running. Relativity Relativity Integratin Pints Guide - 69

70 6 Viewing destinatin wrkspaces Yu can g t the Destinatin Wrkspace tab t view all f the wrkspaces that are designated as destinatins fr dcuments that yu push thrugh integratin pints. The default All Destinatin Wrkspaces view prvides the fllwing fields: Name - the name given t the wrkspace, plus the artifact ID f the actual destinatin wrkspace. Destinatin Wrkspace Name - the name given t the destinatin wrkspace. Destinatin Wrkspace Artifact ID - the identifier f the destinatin wrkspace. Jb Histry - a list f all the Jb Histry entries assciated with the destinatin wrkspace. Relativity Relativity Integratin Pints Guide - 70