Importing a production load file via Import/Export
You can use Import/Export to import external productions into RelativityOne with Import/Export. This is useful after a production goes out the door in the event a case team needs access to documents as they were in the production and needs them available for searching.
To import a production load file:
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Use tabs, search, or the quick nav bar to navigate to the Import/Export Job page.
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On the Import/Export Job page, click the New Import/Export Job button to start a new job.
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On the Choose workflow dialog, the Import button is selected by default. Next, click the Structured (Processed) Data workflow box to import a production load file into your workspace.
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On the Choose the Load File type dialog, click the Production box to import a production load file to your workstation.
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On the Choose load file and location dialog, complete the following fields:
Job name—provide a descriptive job name so that you can quickly identify and track that job on the Import/Export Job page. The Job name field accepts up to 50 characters.
Destination folder—click the Select button and choose the destination folder.
Profiles—Import/Export is able to read and apply job settings from existing .kwi configuration files. To apply job settings from a .kwi file, select the From Local Disk option and use the drag and drop feature or browse for a file to choose the .kwi file. All job settings provided in the selected file will be filled out automatically.
Load file—use the drag and drop feature or browse and select the zipped production load file from your local drive.
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On the Import Settings dialog, you can select production to import and choose numbering and import mode settings.
Production—select the Production set to import.
Numbering—choose the numbering option:
Use load file page IDs—default setting.
Auto-number pages—select this option if page IDs in the production are not unique.
Import mode—choose how you want the records to be imported:
Append Only—loads only new records.
Overlay Only—updates existing records only. You must include an Overlay Identifier in an overlay load. This field acts as a link indicating to Relativity where to import the data.
Append/Overlay—adds new records and overlays data on existing records.
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If you selected Overlay Only or Append/Overlay in the previous step, select an Overlay Identifier to specify the field that links your overlay load file to the workspace.
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Merge Values—merges all values for multi-choice and multi-object fields in the load file with corresponding multi-choice and multi-option fields in the workspace. The fields are merged regardless of the overlay behavior settings in the environment.
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Replace Values—replaces all values for multi-choice and multi-object fields in the load file with corresponding multi-choice and multi-option fields in the workspace. The fields are merged regardless of the overlay behavior settings in the environment.
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Use Field Settings—merges or replaces all values for multi-choice and multi-object fields in the load file with corresponding multi-choice and multi-option fields in the workspace. The fields are merged according to the overlay behavior settings in the environment.
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Click the Import button to start importing process.
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Review the importing progress on the Importing dialog. Click the Cancel button if you need to stop the import job before it completes. Click the Close button when the importing process is complete.
Note: Keep the Importing dialog open until the data is successfully imported. Closing the dialog earlier will terminate the data transfer.
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When the import is complete, the Import Summary displays. If errors were found in the load file, the number will be listed. If you want to correct the detected errors manually and import it to RelativityOne, click the Download Error Load File button.
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Click Finish to close the dialog.
You can review the Import/Export Job page to see more information about the job. Refer to
