Transfer workflows

Refer to the sections below for the various transfer workflows available in Staging Explorer. Also, see Best practices, limitations, and data transfer performance considerations for additional information to be aware of before transferring files.

Note: The maximum number of active transfers for one instance of the Staging Explorer is three. See Updating Transfer Settings.

Uploading files

To upload files:

Launch the Staging Explorer.

In the Local pane, navigate to the drive and folder on your local drive that contains the files you want to upload to the Staging Explorer storage location.

Note: If you plan for this data set to be later processed in Relativity, make sure the dataset folder name is unique. Data sources are not case sensitive. If you have data sources with duplicate names, you may see processing errors. For example, \\[file.share]\Processing Source[SOURCE.NAME] and \\[file.share]\Processing Source[Source.Name] would be considered duplicate names since the system does not differentiate between capital and lower case letters. To make them unique, you could rename the folders [SOURCE.NAME1] and [Source.Name2].

Next, in the Staging pane, navigate to the drive and folder in your Staging Explorer storage location where you want to upload the files from your local drive.

Back in the Local pane, click on the file(s) or folder(s) to be uploaded, and then click the Upload button. If the Auto Start checkbox is selected, the transfer begins immediately. Otherwise, see Starting and canceling a transfer. If the system detects a potential issue with the transfer job, a warning window displays. Click Cancel to cancel the transfer or click I want to proceed anyway to continue with the transfer.

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

From the Transfers tab, monitor upload progress via the Progress and Status columns displayed for the transfer. When the transfer successfully completes, a circled green check mark displays. You can click the Expand button button to view the transfer details. See Transfer workflows.

Note: Uploading overwrites existing files if a file already exists in the destination folder and its metadata and contents differ; otherwise, it will be skipped.

Downloading files

To download files:

Launch the Staging Explorer.
In the Staging pane, navigate to the drive and folder containing the folder or files that you want to download to your local drive.

Note: Click on any column header to sort the column in ascending or descending order.

Next, in the Local pane, navigate to the drive and folder in which you want to download the files from Staging.

Back in the Staging pane, click on the file(s) or folder(s) to be downloaded to your local drive, and then click the Download button. If the Auto Start checkbox is selected, the transfer begins immediately. Otherwise, see Starting and canceling a transfer. If the system detects a potential issue with the transfer job, such as inadequate space on the destination drive or impact on performance, a warning window displays. Click Cancel to cancel the transfer or click I want to proceed anyway to continue with the transfer.

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

Note: Downloading overwrites existing files if a file already exists in the destination folder and its metadata and contents differ; otherwise, it will be skipped.

Starting and canceling a transfer

Note: Staging Explorer does not alter metadata while transferring files. Aall metadata remains untouched.

You can manually start a canceled/failed transfer or cancel a transfer that is being calculated or in progress.

Start a transfer: To start a transfer, highlight the transfer job in the Transfers tab and click the Start button or simply click the two-way arrow icon in the Actions column of the desired job. These options are only available if you do not have the Auto Start checkbox selected.

Note: To start multiple transfers, you may also hold down CTRL to select multiple individual transfers or hold SHIFT to select all the transfers between the first one you selected and the next before initiating the start action. The next transfer starts automatically when the previous transfer finishes.

Cancel a transfer: To cancel a transfer, click the circle with the line through it icon in the Actions column of the Transfers tab. The transfer completes the most recent file in progress and stops immediately after that.

Retrying a transfer

The Retry button is enabled if the transfer was stopped (Canceled) or it failed due to an error. When you click this button, the status reverts to "Transferring" once the transfer is starts. Be aware that the transfer will continue from the point it was stopped. Any files that were successfully transferred prior to the cancellation or failure will not be re-transferred, and any incomplete transferred files will be re-transferred in their entirety.

Note: Transfer jobs that completed successfully are not eligible for retry.

Deleting a transfer

Individual transfers with the status New, In Queue, Canceled, Finished, or Failed can be deleted by clicking the Trash Delete button button under the Actions column. To delete multiple transfers, you may also hold down CTRL to select multiple individual transfers or hold SHIFT to select all the transfers between the first one you selected and the next and click the Trash button.

Note: Once a transfer is deleted, it is removed from both the Transfers tab and the user's machine.

Viewing transfer history

When opening Staging Explorer, all of the transfers you previously ran displays in the Transfers tab.

Launch the Staging Explorer.
Click on the Created On column header to sort the transfers by the creation time in the ascending or descending order.

Note: When a new transfer is created, the transfer is added at the beginning of the Transfers tab, provided no sorting has been selected.

Hover over a column heading to view the Filter icon and click it. You will be able to filter the column by selected Filter Rules and Filter Values, which will vary depending on the column selected. The sample displays the filter options for the Type column. To filter on the transfer created date, click the filter icon next to the Created On column heading and use the Filter Values tab to select a date.

You can also use CTRL+F to filter the transfers displayed by entering sort criteria in the filter box that displays.

(Click the screen below to view short video.)

Viewing and editing transfer details

Refer to the sections below for how to view and edit transfer details.

Viewing transfer details

To view details for a transfer, click the expand plus Expand button button for the transfer in the Transfers tab. When you extend the details of a transfer, all folders/files that are in scope of that transfer are highlighted in gray in the source directory in the Local or Staging pane depending on the transfer type (upload or download).

The following information is displayed about the transfer:

Status—status of the transfer (such as, New, In Queue, Calculating, Authorizing, In Progress, Finished, Canceled, Failed).
Remaining Time—how long the transfer will take.
Duration—how long the transfer took.
Started On—the date and time the transfer started.
Finished On—the date and time the transfer completed.
Job ID — unique number of a transfer.
Limit Bandwidth— Yes indicates the Limit bandwidth setting is turned on in Transfer Settings and No indicates it is off. See Updating Transfer Settings.
Transferred Data—the size of the data currently transferred in reference of the total size of the transfer.

Note: If the Transferred Data shows more data than requested, for example 6 GB / 4.5 GB, it might mean that some of documents were modified after the transfer was started.

Transferred Items—the number of files currently transferred in reference to the total amount of files and empty directories of the transfer.

Note: The Transferred Data and Transferred Files total values increase while the Calculation phase is in progress.

Incl. Empty Directories—the number of empty directories included in Transferred Items.
Skipped files—the number of skipped files in the transfer.
Failed files—the number of failed files in the transfer.

Notes:

icon indicates the transfer Failed with failed path issues.
icon indicates the transfer finished with skipped paths, but no failed paths, in the transfer.
For active transfer, if there are any path issues, failed or skipped, the icon displays. However, if the transfer finishes with failed paths the icon displays.
Click Skipped/Failed details link to download a CSV file to your local drive containing

Email Recipients—by default this field will be populated with the email addresses entered in Transfer Email Notification Recipients field. If applicable, remove or add email recipients for a particular transfer.

Note: This field will only be visible to users who have the Send Email Notification permission on. They will only receive an email notification when a transfer finishes or fails.

Error—text box displays error messages.

The Email Sent checked box will display above the Email Recipients field when the email is sent.

Saving the path issues report

The path issues report is generated for each transfer that has at least one skipped or failed path. The report can be saved during and after the transfer completes by clicking on the Save details button. The saved file contains information about the phase when the issue occurred (Calculation or Transfer), the error message, and the path that was skipped or failed.