Starting a Turbo Import Session(Import)

An Import Set is a grouping of one or more custodians containing one or more sources, with each source containing one or more files. Files that are defined in an Import Set are submitted for processing at the same time. This allows you to setup an Import Set and begin processing it while you then define another Import Set.

The import name automatically increments for each import set that is started. Import Set 001, Import Set 002, etc... The name of the import set will also populate in the EDSession field and Import Set field within LAW for all records populated to LAW.

Prior to clicking Begin Import, the import set name can be changed. The maximum length of the import set name is 100 characters and can include any character supported by SQL.

The default name is based on the "Import Set" followed by the count of import sets for the case + 1. Bear in mind that the Import Set default naming does not consider whether the import sets that were created used the default naming convention or not, and therefore will continue using "Import Set + the sequential number of the Import Set" - ex: Import Set 001, Custom Name, Import Set 003.

In Turbo Import, files within an Import Set are organized by custodian. A custodian can point to one or more individual files, folders, disk volumes, or network shares. For example, within a case you can create an Import Set with one custodian that points to a particular mail store, a second custodian that points to a particular folder, and a third custodian that points to a series of individual files and folders from various places in a file system.

You can work with custodians in the following ways:

•Create Import Sets, add sources within one or more custodians, and start processing.

▪You can create an individual custodian and then add sources to it.

▪You can simultaneously create a single custodian by using drag and drop.

▪Or you can simultaneously create many custodians at one time by using drag and drop.

•Edit custodians. By default, the custodian name is taken from the name of the item as it appears in the file system. You can Edit the custodian(s) prior to starting the import. If any of the custodian's sources have been imported then you are no longer able to edit the custodian name. There isn't an option to delete the custodian name once created.

The custodian name cannot have any of these Windows path reserved characters:

< (less than)

> (greater than)

: (colon)

" (double quote)

/ (forward slash)

\ (backslash)

| (vertical bar or pipe)

? (question mark)

* (asterisk)

The custodian name can be up to 50 characters long.

If you include a leading or trailing space in the custodian name, Turbo Import will automatically remove it.

1.A Turbo Import enabled case needs to be created in LAW 7.0+.

2.On the File menu, click Import, and then select Turbo Import. The CloudNine™ LAW Turbo Import utility opens.

For a newly created database, the Turbo Import Settings dialog will open first for configuring the database settings.

The CloudNine™ LAW Turbo Import utility initially displays on the Import Setup tab. This is where your Import Sets are added and defined. An Import Set is a group of one or more custodians containing one or more sources.

The import name automatically increments for each import set that is started. Import Set 001, Import Set 002, etc... The name of the import set will also populate in the EDSession field and Import Set field within LAW for all records imported during that import set.

1.Click Add Import Set. The dialog updates to allow you to add custodian(s) and source(s).

2.The first Import Name is automatically set to Import Set 001. You can modify the name to anything you want by clicking in the name and editing it. The import set name automatically increments for each import set created.

3.Add files and folders to a custodian in the Import Set. Files and folders can be selected using the Browse drop down, or by dragging and dropping files and/or folders from a standard windows File Explorer window.

a.Use the left pane if you want to create a single custodian for a set of files and/or folders you choose.

b.Use the right pane if you want to create a single custodian for each top level folder in the set of files and/or folders you choose.

4.The dialog updates to show you the custodian(s) and source(s) that have been added to the import set. You can add more sources to custodians in the list, or add sources into new custodians. The Source Name is not editable. It is always defined to be the folder source where the files originated.

5.You can edit a custodian name by clicking Edit to the right of the name, typing in an updated name, and clicking Save.

6.Once you have the custodians and sources specified for the current import set, click Start Import. The screen updates to show details for the custodians in this import set.

7.Initially the Status will display as Pending. Once work begins to process the sources, the Status of each custodian will update to In Progress. When work is done for a custodian the Status will display Complete.

Before importing Lotus Notes mail stores, make sure the Lotus Notes application is closed on all workstations that have LAW Service enabled. If Lotus Notes is open on the LAW Service while attempting to import Lotus Notes mail stores, the email messages in the Lotus Notes mail stores are not extracted during the import.

To quickly add the contents of an entire drive, browse to the drive and open it to display the top level folder structure. Select, drag, and drop all top level folders and files into the desired drag & drop area.

As import sets are processed, the statistics at the top of the Turbo Import window update to reflect the data in the case, including:

•Number of Import Sets

•Total number of sources contained in the Import Sets

•Total size of the source data, in GB.

When reviewing the Import Sets and Sources in your case in Turbo Import, you can use the Filters button at the top right to refine the list that is displayed. You can filter the list by:

•Source Name

•Import Set

•Custodian

You can delete sources from from an Import Set, even after they have been processed.

1.From the Import Data tab in Turbo Import, select the check box to the left of the source or sources you want to delete.

2.Click Remove Selected. The Remove Sources confirmation dialog displays.

3.Click Yes to confirm deletion of the source(s). the sources are removed.

Deleting a source removes all associated data. It cannot be undone.

When deleting Import Sets, Sources, and/or Custodians from Turbo Import, the process may be lengthy based on the number of records being removed, environment, and database speed. The delete process runs as a single agent, and removes data from the LAW case database (both TI and LAW), the Image Archive, Case Folder, and all native copies as well from the file system.

Deleting is best done after you're done importing data, as the delete process must complete before other pending Import Sets/Sources will be processed by Turbo Import. For example, if you start an Import Set, then queue a delete, the Import Set will finish importing. The Delete process will start, and any new imports committed by a user will remain in a "pending" state until the delete is completed.

Other LAW processes, including Batch Processing, QC Tasks, Searching, and Exports are all available during the delete process. You may also import data with Turbo Import in other LAW cases.

Starting a Turbo Import Session

Prior to clicking Begin Import, the import set name can be changed. The maximum length of the import set name is 100 characters and can include any character supported by SQL.

Screen Refresh: