Importing raw unprocessed data for Processing via Import/Export

You can use Import/Export to import native, unprocessed/unstructured files into RelativityOne that require processing.

To import unprocessed files:

  1. Use tabs, search, or the quick nav bar to navigate to the Import/Export Job page.

  2. On the Import/Export Job page, click the New Import/Export Job button to start a new job.

  3. On the Choose workflow dialog, the Import button is selected by default. Next, click the Raw (Unprocessed) Data workflow box to import native (raw) files into your workspace.

    Import Export Choose workflow dialog with raw unprocessed data button highlighted

  4. On the Select file dialog, do one of the following to upload a file:

    Note: Data files must be zipped when using the first two options mentioned below. Single PST files do not require zipping.

Import export select file dialog

  • Drag and drop the zipped data file or single PST file into the upload area.

  • Click browse for a file to select a zipped data or single PST file from your local drive.
  • Click Choose from File Share to upload files directly from the file share. Then, select the import source folder and click Select You do not need to zip files when importing them with this option.
    Import export import source dialog
  1. On the Create Processing Job dialog, complete the following fields:
    Import export create processing job dialog

    • 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.

    • Profile—select the desired Processing profile.

    • Destination folder—click the Select button and choose the destination folder.

    • Select data sources—to assign data sources with custodians, choose the data source by selecting the checkbox next to the folder name. Then, select the proper custodian from the Custodian drop-down list and click the Assign button. If you want to add a new custodian to the drop-down list from here instead of through the Entity object, click the Add Custodian link, and do the following on the Add Custodian modal:

      1. Select the Type:
        • Person—select this option if the custodian of the data to process is a person. Then, enter the person's First Name and Last Name.
        • Other—select this option if the custodian of the data to process is not an individual but is, for example, a company name. The Full Name field displays so that you can enter the company name. You can also select this option if you wish to enter an individual's full name without having that name including a comma once you export the data associated with it.
      2. Click the Add Custodian button. The newly created custodian will be added to the Custodian drop-down list for you to select and assign.

  2. Click Run Job to start importing data.

    Note: Import/Export will upload all the zipped data to the Staging area, extract it, and create a new Processing job based on the data source selection. Only data sources assigned to custodians will be processed and imported to your workspace.

  3. Review the importing progress on the Importing & Processing dialog. You can do any of the following at this time:
    Importing and processing progress bar dialog

    • Click Cancel to stop the importing process before it completes.

    • Click Close when the importing process is complete. If desired, you can also close the modal before the import process finishes without causing an interruption in data flow.

    • Click Go to Processing when the Discovery step begins to go to the Processing Set page.

Import/Export utilizes the Processing application to process native files, extract metadata, and create documents. Depending on the processing profile configuration, the following processing phases will be triggered:

  • Discovery

  • Discovery and publish (if the auto-publish option is enabled in your processing profile)

Please refer to the Processing in Relativity documentation for more information about using Processing to ingest raw data directly into your workspace.