Migration Export – Open Discovery

This concise guide walks you through downloading all the documents in your project along with all available metadata.


 

Important: There are some case elements that do not transfer from the Open Discovery case. These include:

  • Custom Layouts
  • Saved Searches
  • Control/Pick Lists
  • Case Documents
  • Production Shield
  • Production Settings
  • Partial Dates – g., 01/00/2023
  • User Security
  • Smart Folders
  • Page-Level Tags
  • Persistent Highlighting
  • Unbranded Redactions, Comments, Annotations
  • Redaction Categories
  • Keyword Reports
  • Transcripts, Transcript Issues, Notes, Linked Documents

Prepare Open Discovery Data

  1. Export 1 - Natives, Images, Text, Metadata, Work Product

    1. Helpful Guides:
      1. Overview: Export and Production (ipro.com)
      2. Create Export and Production Sets (ipro.com)
    2. All documents to be migrated.
    3. Output Options
      1. Use Original Image Keys
      2. Load File Selections: DAT, OPT, LFP, and DLF
      3. No Endorsements
      4. Select all Redactions
      5. Select all fields and tags EXCEPT for fields: [ProductionBegDoc], [ProductionEndDoc], [ProductionBegatt], [ProductionEndAtt], [ProductionVolume], [ProductionPageCount], [ProductionText], and System File Path.
    4. Recommended settings shown in screenshots. 240 - 01 - Export Natives
      240 - 02 - Export Images Redactions
      240 - 03 - Export Text BatesNos
      240 - 04 - Output Settings
      240 - 05 - Volume Folder Settings
      240 - 06 - Folder Information
  2. Export 2 – Burned in Redacted Images

    1. Helpful Guides
      1. Overview: Production (ipro.com)
      2. Create a New Production Job (ipro.com)
    2. Documents with Redactions only
    3. Use the Production Tab
    4. Output Options
      1. Images Only
      2. Load Files: LFP, OPT and DAT with just (PROD_BEGDOC)
      3. Single Page Images
      4. Use Original Image Keys
      5. Burn in Redactions

      240 - 07 - Production Export Natives Images
      240 - 08 - Production Export Redaction Text
      240 - 09 - Production Export BatesNos
      240 - 10 - Production Output Settings
      240 - 11 - Production Volume Folder Settings
      240 - 12 - Production Folder Information
  3. Production Volumes and their associated cross-reference file.

    1. Execute SQL script to create the Production History Report. Please contact Reveal Support for assistance in generating this report. 
    2. The report contains the following fields for all Production Export Sets in the case its executed on: ProductionName, Notes, OutputDirectory, ProdVolume, BEGDOC, and PRODBEGDOC.

Last Updated 8/08/2024