Ingest documents

Note: Billing for Data Breach Response will begin when documents are ingested using the steps below.

After the PI Detect and Data Breach Response application is installed into your workspace, documents will need to be ingested before reviewing results. To ingest documents you will need to create a saved search containing all documents to send to Data Breach Response and create an ingestion job.

Caution: PI Detect and Data Breach Response projects cannot be run in the same workspace. Attempting to run separate Data Breach - Ingestion and Personal Information - Ingestion jobs will cause the application to error.

Prerequisites

Before ingesting documents, the following prerequisites must be met:

  • Ingestion requires a saved search as input. For each ingestion job, a different saved search must be used. We recommend creating a list in Relativity containing the documents and generating a saved search from the list. For more information, see Saved search and Lists.
    • We recommend adding the PI_Exception field when creating your saved search. This field will help identify any documents that encountered exceptions during the ingestion job.
      An image showing the PI_Exception field added to a Saved Search

Considerations

The Privacy Workflow tab will not load until you run an ingestion job for the first time.

Creating a new ingestion job

To create a new ingestion job:

  1. Navigate to the Data Breach Response and Personal Information Application.
  2. Click the Jobs tab.
  3. Click Add Documents.
    An image of the Jobs tab found under the PI Detect and Data Breach Response application tab.
  4. Enter a Name for the Job.
  5. Select the Saved Search containing all documents to send to Data Breach Response.
  6. Select Data Settings. We recommend using Default if you have no specialized requirements.
  7. Click Create DBR Job.
    8. Caution: Selecting Save after setting up an ingestion job will cause usage and costs to be calculated.
    See Cost explorer for more details about the information that will be displayed. See Understanding cost in Relativity for information about how costs are calculated.
  8. Once the job has been created, the ingestion job will be automatically started.
    It can take several minutes to hours to complete depending on how large the data set is. You can track your job's progress in the Jobs tab.

Documents will be ingested into DBR in real time as processing completes. You can see the progress of the job in the Job Details view. The same view will also show the number of documents, Job ID, and success/failure completions in real time. You do not need to stay on this page for the job to complete.

Job Failures

If you encounter job failures, please check the failure reasons. If you need to contact support, please include the Job ID in your support ticket for faster resolution.

Jobs page

The Jobs page will show you if the job as a whole completed or failed. There are three possible outcomes:

  • Completed — a job that has completed with zero failed documents will say completed.
  • Completed with failures — the job run was successful but there are some failed documents within the job. Open the Job Details page to investigate those failures at the document level.
  • Failed — the job as a whole has failed. You will need to rerun the job or contact support to proceed with your work.

Job Details page

The Job Details page will show failures on a document level. Look at the message column to see why a given document has failed.