File and folder operations (copy, move, delete, zip, unzip)

File operations are available for files and folders in the Local and Staging panes.

Notes:
  • There is no need to log in to Utility Server virtual machine (UVM) to copy, move, delete, zip or unzip files and folders from Staging.
  • Due to the inherent distinctions in storage technologies between traditional Windows file shares, such as on your local drive, and cloud-based file shares, there are differences in the behavior of file and folder operations. These differences are noted where applicable in this topic when they occur between Local pane and Staging pane functionality.
  • You can only copy and move files and folders between different fileshares that you are permitted to use.

Below are the top-level directories included in the Staging area within each tenant or client domain storage area:

  • ARM—a folder for archiving workspaces and for staging restores via the ARM application.
  • ProcessingSource—a folder for storing files you want to process into your RelativityOne workspace.
  • StructuredData—a folder for importing and exporting workspace data using Import/Export  and Integration Points. Refer to  Import/Export and Integration Points documentation for more information.
  • TenantVM—a folder to temporarily store Utility Server virtual machine (UVM) workflows. Refer to Utility Server documentation for more information.

For information on Staging Area folders, refer to the Staging Area topic and Staging Area FAQ article in Community.

Button legend

The list below identifies the buttons in Staging Explorer.

Plus icon — Add a new folder to the path location

Pencil icon — Rename the folder

Copy icon — Copy the selected folders or files

two arrows move icon — Move the selected folders or files

trashcan delete icon — Delete the selected folders or files

Zip icon — Compress (zip) files

Extract icon — Extract (unzip) files

Up arrow icon — Move up one folder level

two circling arrows icon — Refresh list

Copying files and folders

To copy one or more folders or files in Staging Explorer:

  1. Select the folder or file in the Local or Staging pane, and click the Copy button. To select multiple individual folders or files, hold down the CTRL button on your keyboard as you click each one. To select a group of sequential folders or files, select the first one, then hold down the SHIFT button on your keyboard and select the last file in the group.
    Note: The Copy operation overwrites existing files and folders on the destination location. If a file or folder that is being copied exists on the destination location, it will be overwritten. This applies to the Local and Staging panes.
    Highlighted the folder selected and the copy button
  2. In the Copy dialog box, open the destination folder to copy the folder or file and click Place.
    Note: From this dialog, you can also create a new folder by clicking the plus button, as well as rename an existing one by clicking the pencil button.
    Destination folder highlighted
  3.  Monitor the copy progress via the Progress and Status columns displayed in the File Operations tab. When the copy process is complete, you can click the expand plus Expand button button to view the copy details.
    File Operations tab showing the copy process finished and the details about the copied files
    • Status—status of the copy.
    • Duration—how long the copy took.
    • Started On—the date and time the copy started.
    • Finished On—the date and time the copy completed.
    • Job ID—unique number of a copy operation.
    • Copied Data—the size of the data currently copied in reference to the total size of the selected data to be copied. This field only applies to the Local pane.
    • Copied Files—the number of files currently copied in reference to the total amount of files selected to be copied.
      Note: When copying items in the Staging pane, the number of Copied Items only represents the number of items, that is folders and/or files, selected and not the total number of files in the folders copied. For example, if two folders containing 100 files each and one other separate file were selected and copied, the Copied Items value would be 3/3, meaning three items were copied (2 folders + 1 file). It would not indicate 201 files were copied (100 files + 100 files +1 file). This is not the case when copying items in the Local pane. In that scenario using our example, the Copied Items value would be 201/201, meaning 200 files from the two folders and one other file were copied.
    • Path issues—the number of skipped and/or failed files with the option to save the details.
      Notes:
      • Failed transfer icon icon indicates the operation Failed with failed path issues.
      • Warning transfer icon icon indicates the operation finished with skipped paths, but no failed paths.
      • For active operations, if there are any path issues, failed or skipped, the Warning transfer icon icon is displayed. However, if the operation finishes with failed paths, the Failed transfer icon icon is displayed.

Moving files and folders

To move one or more folders or files in Staging Explorer:

  1. Select the folder or file in the Local or Staging pane, and click the Move button. To select multiple individual folders or files, hold down the CTRL button on your keyboard as you click each one. To select a group of sequential folders or files, select the first one, then hold down the SHIFT button on your keyboard and select the last file in the group.
    Note: For the Local pane, the Move operation overwrites any existing files and folders on the destination location. However, for the Staging pane, the Move operation will fail and not replace any existing files and folders that already exist on the destination location.
    Highlighted the folder selected and the move button
  1. On the Move dialog box, open the destination folder to move the folder or file and click Place.
    Note: From this dialog, you can also create a new folder by clicking the plus button, as well as rename an existing one by clicking the pencil button.
    Destination folder highlighted
  1. Monitor the move progress via the Progress and Status columns displayed in the File Operations tab. When the move process is complete, you can click the expand plus Expand button button to view the move details.
    File Operations tab showing the move process finished and the details about the moved files
    • Status—status of the move.
    • Duration—how long the move took.
    • Started On—the date and time the move started.
    • Finished On—the date and time the move completed.
    • Job ID—unique number of a move operation.
    • Moved Data—the size of the data moved in reference to the total size of the selected data to move. This field only applies to the Local pane.
    • Moved Items—the number of items currently moved in reference to the total items selected to be moved.
      Note: When moving items in the Staging pane, the number of Moved Items only represents the number of items, that is folders and/or files, selected and not the total number of files in the folders moved. For example, if two folders containing 100 files each and one other separate file were selected and moved, the Moved Items value would be 3/3, meaning three items were moved (2 folders + 1 file). It would not indicate 201 files were moved (100 files + 100 files +1 file). This is not the case when moving items in the Local pane. In that scenario using our example, the Moved Items value would be 201/201, meaning 200 files from the two folders and one other file were moved.
    • Path issues—the number of skipped and/or failed files with the option to save the details.
      Notes:
      • Failed transfer icon icon indicates the operation Failed with failed path issues.
      • Warning transfer icon icon indicates the operation finished with skipped paths, but no failed paths.
      • For active operations, if there are any path issues, failed or skipped, the Warning transfer icon icon is displayed. However, if the operation finishes with failed paths, the Failed transfer icon icon is displayed.

Deleting files and folders

To delete one or more folders or files in Staging Explorer:

  1. Select the folder or file in the Local or Staging pane, and click the Delete button. To select multiple individual folders or files, hold down the CTRL button on your keyboard as you click each one. To select a group of sequential folders or files, select the first one, then hold down the SHIFT button on your keyboard and select the last file in the group.
    Highlighted the folder selected and the delete button
  1. Click Delete on the delete confirmation dialog.
  2. Monitor the deletion progress on the File Operations tab via the Progress and Status columns. When the deletion process is complete, you can click the expand plus Expand button button to view the delete details.
    File Operations tab showing the deletion process finished and the details about the deleted files
    • Status—status of the delete.
    • Duration—how long the deletion process took to complete.
    • Started On—the date and time the deletion process started.
    • Finished On—the date and time the deletion process completed.
    • Job ID—unique number of the delete operation.
    • Deleted Data—the size of the data deleted in reference to the total size of the selected data to delete. This field only applies to the Local pane.
    • Deleted Files—the number of files or folders deleted in reference to the total number of files or folders selected to delete.
      Note: When deleting items in the Staging pane, the number of Deleted Files only represents the number of items, that is folders and/or files, selected and not the total number of files in the folders deleted. For example, if two folders containing 100 files each and one other separate file were selected and deleted, the Deleted Files value would be 3/3, meaning three items were deleted (2 folders + 1 file). It would not indicate 201 files were deleted (100 files + 100 files +1 file). This is not the case when deleting items in the Local pane. In that scenario using our example, the Deleted Files value would be 201/201, meaning 200 files from the two folders and one other file were deleted.
    • Path issues—the number of skipped and/or failed files with the option to save the details.
      Notes:
      • Failed transfer icon icon indicates the operation Failed with failed path issues.
      • Warning transfer icon icon indicates the operation finished with skipped paths, but no failed paths.
      • For active operations, if there are any path issues, failed or skipped, the Warning transfer icon icon is displayed. However, if the operation finishes with failed paths, the Failed transfer icon icon is displayed.

Zipping (compressing) and unzipping (extracting) files and folders

You can compress archive data for uploading to the Staging Explorer by using the Zip option in the Staging pane. The file extension for the compressed files will be ".zip." Conversely you can extract the files from a zipped file or folder by using the Extract (unzip) option in the Staging pane. Zipping and unzipping files and folders in this manner preserves metadata, enables faster importing time, and improves data management.

Considerations and Limitations

The following are some considerations and limitations when zipping (compressing) and unzipping (extracting) in Staging Explorer:

  • Compression and Extractions usage factors with Zip, 7z, and RAR:
  Zip 7z (7-zip) RAR
Compression (Zip) Plain
Password protected
Multipart (Split type)
Multipart (Span type)
Compression level
Extraction (Unzip) Plain
  Password protected
  Multipart (Split Type)
  Multipart (Span Type)
  Preserve metadata
Notes:
  • Execution time varies according to the number and size of input files.
  • Source data for compression must not exceed 1 TB. For datasets near or above this limit, we recommend splitting the compressed data and executing multiple jobs. A similar limit applies to extraction—ZIP files should also be under 1 TB.
  • Compress/extract jobs cannot exceed 48-hour runtime. Jobs running longer are automatically canceled.
  • RelativityOne instance limits:
    • Maximum 20 concurrent jobs at the same time
    • Maximum 100 jobs per 24 hours
  • Split (multipart) zip file option is turned off by default. Minimum part size is 500 MB (10242 bytes).
  • Two compression levels are available: 6-Normal and 0-Store. By default, the Compression Level is set “6-Normal,” which means a parity between performance and compression. Compression Level "0-Store" adds files to zip archive with maximum possible speed, but without any compression.
  • Any empty directories and empty files are not included during compression.
  • A canceled extraction job will leave partially extracted files/directories.
  • During extraction, any filenames containing special or unsupported characters will be replaced with underscore character “_” (U+005F).

Zipping (compressing) files and folders

To zip (compress) files and folders:

  1. In the Staging pane, select the file or folder to be zipped (compressed), and click the ZIPZip icon button.
    Note: You cannot zip files at the root directory level.
    Staging pane with zip file button
  1. Do the following:
    Create a name for your zip files dialog
    • Create a name—type a unique name for the zip file.
    • Compress Level—select whether or not to compress the files in the archive zip file. Every compression method supports several levels of compression. Staging Explorer uses two levels: 6-Normal and 0-Store. The zip extraction (unzipping) process is the same for both options.
      • Normal—this is the default value. The files will be compressed using the standard zip compression process. There will be parity between performance and compression. Typically, compressed files are smaller, take up less storage space, and can be easier to transport than uncompressed files; however, the compressing process may take longer, depending on the files being compressed.
      • Store—select this option to group multiple files together into a single archive zip file without compressing them. This option adds files to the zip archive with maximum possible speed, but without compression. It can be used when compressing files is not necessary or when the compression process will take too long and use too much RAM.
    • Split zip file (multipart zip files)—this toggle is off by default. Toggle it on if you want to compress the data into multiple smaller zip files. Files are zipped with the maximum possible speed, but without any compression. If selected, enter the appropriate size (integer value) for each file in the Split to size field and choose MB (10242 bytes) or GB (10243 bytes) from the drop-down list. The minimum split part size is 500 MB. The filename format for each zip file will be <Filename>.zip.001, <Filename>.zip.002, <Filename>.zip.003, and so forth. Splitting large zips files into smaller zip files can:
      • improve the transfer process and time.
      • avoid difficulty transferring large zip files.
      • help if you have size limitations for transferring, sharing, or storing data.
      • help in the event of an interruption during the transfer process, as only the parts (files) that did not transfer will need to be resent, instead of having to resend a very large zip file.
    • Set a password—this toggle is off by default. Toggle it on if you want to password protect the file. Then, enter a password in the Password field that appears. AES-256 is used for encryption.
  1. Monitor the progress on the File Operations tab via the Progress and Status columns. When the compressing process is complete, you can click expand plus Expand button button to view more details.
    File Operations tab with zipped file information
    • Status—the status of the process (such as, In Queue, In Progress, Finished, Canceled, Failed).
    • Duration—the length of time the process took to complete.
    • Started On—the date and time the process started.
    • Finished On—the date and time the process completed.
    • Job ID—the unique identification number of the operation.
    • Compressed Files—the total number of compressed files out of the total number of files in the job.
    • Failed Files—the total number of files that failed to compress.

Note: During compression, the service creates temporary directory "tmp_Zippy_DoNotRemove_..." in the current working directory. It is essential for the compression operation and cannot be removed manually. The temporary directory is automatically deleted when the job is finished.

Unzipping (extracting) files and folders

To unzip (extract) files and folders:

  1. In the Staging pane, select the file or folder to be unzipped (extracted).
    Note: You can only perform this function for one item at a time.
  1. Click the ExtractExtract icon button at the top of the Staging pane.
    Staging pane extract button
  1. For protected archives, enter password. Otherwise, leave this field empty.
    Password protect enter a password
    Note: You can only enter a password for 7-Zip (7z) archives.
  1. Click Extract.
  2. Monitor the progress on the File Operations tab via the Progress and Status columns. When the extracting process is complete, you can click expand plus Expand button button to view more details.
    File Operations tab with unzipped file information
    • Status—the status of the process, such as, In Queue, In Progress, Finished, Canceled, Failed.
    • Duration—the length of time the process took to complete.
    • Started On—the date and time the process started.
    • Finished On—the date and time the process completed.
    • Job ID—the unique identification number of the operation.
    • Extracted Files—the total number of extracted files out of the total number of files in the job.
    • Failed Files—the total number of files that failed to be extracted.