Import/Export overview

Import/Export provides an efficient and streamlined ability to import raw data files, document load files, image load files, production files, RDO files, as well as to export folders and subfolders, production sets, saved searches, and RDO files. It is the recommended method for importing and exporting data for RelativityOne. You can use Import/Export with or without activating Express Transfer. For more information on Express Transfer, see Express Transfer overview and refer to Import/Export overview below.

Notes:
• Import/Export is not supported in RelativityOne Government environments at this time. Please contact your RelativityOne Customer Enablement team representative for more information.
• Be sure to use Import/Export for your RelativityOne importing and exporting needs instead of using the Remote Desktop Client (RDC). Relativity will deprecate the RDC for RelativityOne commercial customers on December 31, 2023. RDC support plans for RelativityOne public sector customers will be announced end of Q3 2023.
• After documents are imported using Import/Export, you can automate creating a dtSearch index or run a search terms report with those documents using Automated Workflows

This page contains the following information:

Getting started with Import/Export checklist

Ready to get up-to-speed with Import/Export? Learn more about the functionality, how to get it installed in your instance of RelativityOne, and workflow specifics with the resources listed below.

Overview Sessions:

1. Review this page and watch this short video to get acquainted with the solution.
2. Watch this recorded webinar hosted by our Product Team.
3. Take a deeper dive by watching our recorded Import/Export Overview session.
4. Schedule an Import/Export Best Practices Session with our Workflow Enablement Team. During this meeting, we will advise on how to best transition your Relativity Desktop Client (RDC) workflows to Import/Export.

Before you can start working with Import/Export, you will have to set things up in your RelativityOne instance:

1. Reach out to your IT Department and ensure TCP port 443 is open to transfer data in RelativityOne with Express Transfer.
2. Install Import/Export from the Relativity Application Library.
3. Open Import/Export and install Express Transfer for larger data transfers and to streamline structured data loads.
4. Ensure that users have the proper permissions.

Now that Import/Export is set up, you are ready to perform these workflows and benchmark your speeds:

• Import data, both structured and unstructured
• Export data, Productions and Saved Searches
• Import and export data using Express Transfer
• View the Job History

Special Consideration:

Once your file shares are migrated to the new file system, you can expect significantly improved data transfer speeds with Import/Export, while performance of the RDC will be degraded.

Have questions?

• Join one of our Live Monthly Import/Export What’s New and Q&A Sessions.
• Email Solutions@Relativity.com for workflow assistance.
• Visit our What’s New page, Relativity Documentation or our Community Site.
• Contact Relativity Customer Support.

Available import and export workflows

The following workflows can be performed using Import/Export .

• Import workflows:

  • Unstructured data workflow with Processing

  • Document load file import

  • Image load file import

  • Production load file import

  • Relativity Dynamic Object load file import

• Export workflows:

  • Folder export

  • Production set export

  • Saved Search export

  • RDO export

Considerations when to use and not use Express Transfer with Import/Export

Use Import/Export with Express Transfer activated for importing and exporting workflows, particularly when:

• data file size is greater than 20 GB.
• processing multiple import jobs. The jobs will be queued and executed when the previous job is complete.
• slow or unstable network connection. Express Transfers enables you to retry the upload.

Use Import/Export without activating Express Transfer when:

• your company policy prohibits installing desktop applications.
• your network configuration does not allow third party applications to send or receive data, such as proxy settings.
• data file size is less than 20 GB.
• data is in ZIP files.

Note: In some cases, you may need to use Express Transfer to transfer zipped data, such as uploading password-protected ZIP files containing native files and using Password Bank functionality in Processing to decrypt the data and uploading and processing Case file format (L01/N01).

Permissions

Import/Export validates the user's permissions and checks if all required applications are installed in their workspace. If they do not have permission to run a given workflow or if any application needed for that workflow is not installed, Import/Export grays out (inactive) the workflow button and displays a warning message below the button explaining why it's inactive. This validation works separately for each workflow. For example, if a user does not have permission to run a Processing job, they may still be able to import load file data but not be able to process the data.

The following permissions are required to use Import/Export. All permissions are set in Workspace security.

Object security	Tab visibility	Other Settings
Document - Add, Edit, View Entity - Add, Edit Folder - Add, Edit Relativity Import Data Source - Add, Edit Relativity Import Job - Add, Edit Relativity Export Service Job - Add, Edit, View Processing Data Source - Add, Edit Processing Error - Add, Edit Processing Set - Add, Edit Production - View Quick Create Set - Add, Edit Import/Export Extraction Job - Add, Edit Import/Export Job - Add, Edit	Documents Import/Export Job	Admin operations Allow Export Allow Import Mass operations Assign to Entity

Supported file types

Import/Export supports the following file types. Refer to Import/Export load file specifications for more information.

• ZIP and PST files—for transferring data to the server-side.

• Native files for processing—see the list of supported file types for processing.

• Document Load File import—.dat, .csv and .txt load files.

• Image Load File import—Opticon-formatted page-level files. Formats supported: single page TIFF (Group IV) files, single page JPG files, and single and multiple PDF files.

Note: RelativityOne allows users to restrict given file types from being imported into their instances with the RestrictedFileTypes instance setting. Import/Export reads and applies this instance setting when importing materials into RelativityOne, therefore, all file types listed as restricted file types will be skipped.

Data upload size limitation

When Express Transfer is activated for use with Import/Export, there is no data upload limit. See Express Transfer overview and Activating Express Transfer for more information.

When Express Transfer is not activated for use with Import/Export, the application accepts single .zip or .pst containers or a single load file up to 20 GB for a single import.