Staging reports

You can now access Staging Reports from the Management Console. With the correct permissions, System Administrators and Client Domain Administrators can create a CSV report on any of the four Staging folders and subfolders, such as the number and size of files and folders. Additionally, you can monitor and download reports from the Report List.

Note: As of September 1, 2024, we’ve streamlined our Staging boundaries to more effectively separate staging data from workspace and system data. With this change, you will no longer be able to write to or access data outside of the four defined staging area folders. The four folders that comprise the Staging area are ARM, ProcessingSource, StructuredData, and TenantVM. Folders that were removed include FTA, Temp, Export, and dtSearch, in addition to any other folders that you manually created. Refer to the Staging Area topic and Staging Area FAQ in Community for more details.

Considerations

• Staging Reports are retained in the report list for 7 days.
• If you encounter issues viewing Unicode characters when opening CSV files in Excel, enable UTF-8 encoding within Excel settings. For more information, see How to open UTF-8 CSV file in Excel.
• Sizes On Demand Reports cannot be generated at the top level folder (such as t001\ARM). You must select a sub-folder within the top level folder to generate the report (such as t001\ARM\ExampleSubFolder).
• To view data volumes across the top level folders, use either Billable Summary Reports or Last Recorded Sizes Reports
• CSV reports have a limitation of 1 million records. The job will halt during report generation once 1 million records have been added to the CSV report. The limit can be reached with 1 million folders or files, depending on whether file level details have been included.

• Generating reports may take an extended period of time depending on the number of files and subfolders.

Security permissions

System Administrators or Client Domain Administrators need these minimum Instance-level security permissions to see the Management Console tab and Staging Reports within it. Users must belong to a group that is added at the instance level to access the tabs. For more information on how to set the right permissions, see Setting instance permissions.

Tab visibility	Admin operations
Management Console and Staging Reports	View Staging Reports

Using staging reports

1. Navigate to Staging Reports in the Management Console.
2. Navigate to the folder for which you want to generate a Staging Report and click the Generate Report button.

3. Configure each of the following settings:

• Report Generation Type—choose Last Recorded Sizes (Recommended) to generate the report using pre-collected data up to 7 days old (fast option) or if data will be collected on demand (slower option) using the Sizes On Demand option. In some cases, only the Last Recorded Sizes option will be available.

Note: Sizes On Demand Reports cannot be generated at the top level folder (such as t001\ARM). You must select a sub-folder within the top level folder to generate the report (such as t001\ARM\ExampleSubFolder). To view data volumes across the top level folders, use either Billable Summary Reports or Last Recorded Sizes Report.

• Include File Level Details—the default selection is No to not include file level details. If you chose Sizes On Demand for the previous field and you want to include individual records for every file in the selected folder structure, then select Yes. When Yes is chosen, the Folder Report Export Depth option defaults to Full Report.

• Folder Report Export Depth—choose the level of depth for reporting. For example, selecting Top Folder Only will generate a single line in the CSV file, showing the details of the selected folder.
  

4. Click Generate Report. Generating reports may take an extended period of time depending on the number of files and subfolders.
5. Once the report is completed, it can be downloaded from the Custom Reports Job List tab by clicking the download icon under the Actions column. The reports are retained in the report list for 7 days. Track progress using the Report List. Job statuses do not update automatically as progress continues, so refresh the page to view the latest status.

Billable summary reports

The Billable Summary Reports tab provides a comprehensive overview of folders contributing to your staging allowance. The staging area consists of four folders: ARM, ProcessingSource, StructuredData, and TenantVM. Reports are organized by Client Domain and include details on folder size and file count. Client Domain Administrators have direct access to these reports for expanded visibility into their domain's usage. RelativityOne generates reports at least weekly.

• Name—the name of the folder or file.
• Content-Length—the size of the folder or file expressed in bytes.
• File-Count—the number of files contained within a folder.

Staging report CSV output

The downloaded CSV file follows this format: [FolderName]_[DataCaptureDate].csv

• FolderName—the name of the folder that the report is based on.
• DataCaptureDate—the date when the data for the report was gathered.

Note: All dates and times are displayed in UTC format using the US date convention (MM/DD/YYYY).

The CSV file will contain the following information:

• Name—the name of the folder or file.
• Size (B)—the size of the folder or file expressed in bytes.
• Files—a count of files contained within a folder.
• Folders—a count of subfolders contained within a folder.
• Directory Level—a number indicating the depth of the folder relative to the selected folder. For example, the selected folder is Directory Level = 0, a sub-folder of the selected folder is Directory Level = 1, and so forth.

• Created Date—the date the report was generated.
• Last Modified Date—the date the report was last modified.
• Status—displays In Progress as the report is being generated and Completed when done. If there was an issue calculating the size and/or count of a folder/subfolders, the column displays Completed with Errors.