Import/Export overview
Import/Export provides an efficient and streamlined ability to import raw data files, document load files, image load files, and production files, as well as to export production sets.
Note: 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:
Available import and export workflows
The following workflows can be performed using the Import/Export functionality.
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Import workflows:
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Express Transfer application, for data uploads greater than 20 GB
Note: Express Transfer is a desktop application that supports large data uploads above 20 GB. The current version supports Microsoft Windows and Apple MacOS. For more information, refer to Express Transfer overview.
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Export workflow:
System requirements
Refer to the sections below for the necessary requirements to use the Import/Export functionality.
Workspace requirements
When using Import/Export, you need the following RelativityOne applications installed in your workspace:
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Import/Export
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Export
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Import
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Processing
Note: Refer to Installing the Import/Export application manually if you need to manually install the application in all your workspaces.
Permissions
The following permissions are required to use Import/Export. All permissions are set in
Object security | Tab visibility | Other Settings |
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Port Access
You need to allow TCP Port 443 traffic to import and export data via Import/Export.
Supported file types
Import/Export supports the following file types:
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ZIP and PST files—for transferring data to the server-side.
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Native files for processing—see the list of supported file types for processing.
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Document Load File import—.dat, .csv and .txt load files.
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Image Load File import—Opticon-formatted page-level files. Formats supported: single page, Group 4 .tiff files, .jpg files, and single and multipage .pdf files.
Data upload size limitation
Import/Export accepts a single .zip or .pst containers or a single load file up to 20 GB for a single import. Please note that there is no data limit when uploading data with Express Transfer. See Express Transfer overview for more information.
Installing the Import/Export application manually
The Import/Export application will not be installed automatically in all your workspaces. To manually install the Import/Export application from the Application Library:
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Log into RelativityOne as an Admin user.
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Navigate to the Application Library.
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Type Import/Export in the Name field's filter and press Enter.
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Click the application name to go to the Application Information tab.
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Click Select in the Workspaces Installed pane.
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Find and select your workspace and click the right arrow button to move it to the right-hand pane.
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Click Apply.