All documents are exported and tagged as required. Used to apply tags to documents that match the metadata in the filterĬriteria. For example, tagging information obtained from Relativity could be References the criteria in the filter and may perform an action based onĪ match. You can run a report on this code to identify files Same as an Exclude filter, except that the RPC uses a different loggingĬode for deduplication. New columns with the metadataĮxcludes any document that matches the criteria set in this filter. This functionality is availableīecause metadata is actually stored in filters. Keyword, and its frequency in a document. For example, you could add a keyword search asĪn include filter, so that all documents with this keyword are exported. Click Add, and select one of following options to control the filter behavior.(Optional) Select a filter from the Filter to apply drop-down list.Click Next to display the Select Filters window.Click OK to redisplay the Choose Sources window of the Export Wizard.This is useful for cases in which you want to run a test export and you don't want that job's data permanently tracked. Do not persist export information - enabling this prevents any export information such as completion time and assigned Bates numbers from being tracked in an export table in the Store database.For example, you may want to use a descending sort on the creation date of e-mail messages, so that you list the messages from newest to oldest. Descending - select to perform a descending sort.Then By - performs secondary sort using selected metadata field.Sort By - performs primary sort based on FileId, FileName, ImportSource, ParentFileId, RootFileId, or Virtual Path.You can use this option to flatten all family relationships. For example, you might want to export only the documents with keyword hits, so you may need to export a child without a parent. Ignore Relationships - select this option to treat all documents like parents.None of these are required to run an export If needed, click Options to display the Export Options dialog box.Note: The Comments window serves no purpose at this time. JobId - exports by the JobId value in ascending order.Custodian - exports alphabetically by custodian name.Project - exports alphabetically by project name.The sequence setting dictates the order in which the exporter exports those sources. The Export Sequence is relevant when you export multiple custodians in a single export job.The sequence setting dictates the order in which the exporter exports the selected items. If you are selecting multiple imports you can choose which export sequence to be used.If one or more import jobs have no value entered for the Project, as soon as an import is checked a pop-up window will inform you of that the export sequence is automatically being changed to JobId. The default export sequence is by Project.You can also left-click and drag to highlight a number of jobs then press the space bar to select or deselect them. They are all self-explanatory except for ‘Select All’ which highlights all the import jobs but doesn’t check or un-check any of them. When choosing which import jobs to export you can right click on any of them and make use of the options displayed in the image above.There are no adverse effects of selecting the jobs first, but loading an export un-checks all import jobs automatically and you’ll need to reselect the jobs again. If you want to use a saved export file (.EXF) from a previous job, click Load Export to select it before you pick which jobs to export. Regardless of which option was chosen, you can check or un-check import jobs as needed for your export. When the Export Wizard is opened either no import jobs are checked (if opened by clicking on the data store) or a single import job is checked (if opened by clicking on a specific import.In the Data Stores window either right click on a data store or drill down to a specific import job, right click on either, and click Export to open the Export Wizard.This page contains the following information: Note: For more information on how to export through the RPC, see the Using the RPC Exporter video webinar on the Relativity Training site. Use the steps provided in the following sections to run your exports. When you are ready, you can export files for review, production or any other purpose you may have.
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