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

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 or delete 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 which will be noted where applicable in this topic when they occur between Local pane and Staging pane functionality.
• File operations allows you to 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.
• 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.

Note: Relativity is deprecating the existing Export folder in September 2024 and is providing a new StructuredData folder in May 2024 to allow you to import and export data from the folder for easier integration with Import/Export and Integration Points. Begin using the StructuredData folder once it's available. This folder will be included in your Staging threshold and will be calculated and billed the same as the existing Staging folders (ProcessingSource, ARM, and TenantVM). The Export folder will be removed in September 2024 and will no longer be billable.

• ProcessingSource—a folder for storing files you want to process into your RelativityOne workspace.
• TenantVM—a folder to temporarily store Utility Server virtual machine (UVM) workflows. Refer to Utility Server documentation for more information.

Note: Starting in September 2024, RelativityOne will be streamlining its staging boundaries to bolster platform security and accelerate the delivery of innovation to your environment. With this change, you will no longer be able to write to or access data outside of the defined staging area folders listed above, and the FTA, Temp, Export, and dtSearch folders will be deprecated. It is strongly recommended that you begin utilizing the ProcessingSource, StructuredData, and ARM folders as soon as possible and be sure to transfer any data you would like to retain access to that is currently housed outside of the designated staging area to an appropriate folder by September 1, 2024. After that date, the folders and data will not be accessible. For more information, see the Staging FAQ article in Community.

Copying files and folders

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

1. Click on a listed folder or file in the Local or Staging pane to select it.

Note: You can also hold down CTRL to select multiple individual folders or files or hold down SHIFT to select all the folders or files between the first one you selected and the next.

2. Click the Copy button in the Local or Staging pane.

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.

3. In the Copy dialog box, open the destination folder to copy the folder or file.

   Note: From this dialog, you can create a new folder by clicking the plus button and rename an existing one by clicking the pencil button.



4.  Click Place.

   Monitor the copy progress via the Progress and Status columns displayed in the File Operations tab. When the copy is complete, you can click the expand plus button to view the copy details.

   

   • Status—status of the copy (such as, New, In Queue, Calculating [only for Local pane], In Progress, Finished, Canceled, Failed).
   • 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 (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:
• icon indicates the operation Failed with failed path issues.
• 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 icon displays. However, if the operation finishes with failed paths, the icon displays.

Moving files and folders

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

1. Click on a listed folder or file in the Local or Staging pane to select it.

Note: You can also hold down CTRL to select multiple individual folders or files or hold down SHIFT to select all the folders or files between the first one you selected and the next.

2. Click the Move button in the Local or Staging pane.

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.

3. On the Move dialog box, open the destination folder to move the folder or file.

Note: From this dialog, you can create a new folder by clicking the plus button and rename an existing one by clicking the pencil button.

4. Click Place.

   Monitor the move progress via the Progress and Status columns displayed in the File Operations tab. When the move is complete, you can click the expand plus button to view the move details.

   

   • Status—status of the move (New, In Queue, Finished, Failed).
   • 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 (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:
• icon indicates the operation Failed with failed path issues.
• 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 icon displays. However, if the operation finishes with failed paths, the icon displays.

Deleting files and folders

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

1. Click on a listed folder or file in the Local or Staging pane to select it.

Note: You can also hold down CTRL to select multiple individual folders or files or hold down SHIFT to select all the folders or files between the first one you selected and the next.

2. Click the Delete button in the Local or Staging pane.



3. Click Delete on the delete confirmation dialog.

Monitor the deletion progress on the File Operations tab via the Progress and Status columns. When the delete is complete, you can click the expand plus button to view the delete details.

• Status—status of the delete (Finished or Failed).
• 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 (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:
  • icon indicates the operation Failed with failed path issues.
  • 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 icon displays. However, if the operation finishes with failed paths, the icon displays.