Adding and Removing Sources

1.On the LAW Electronic Discovery Loader window go to the Sources tab.

2.Select one or more sources to import. For more information see the Source Types section of this topic.

3.Go to the Settings tab.

4.Configure selection options for folders and archives as needed:

•Automatically set E-Doc folder sources to Recurse when I add them via drag and drop. Ensures that the subfolders of the selected folders are processed.

•Scan folder selections for supported mail stores when added to the queue. Enables scanning of all folder selections for Outlook and Lotus Notes mail stores. If found, the files are processed as mail stores rather than e-docs.

•Scan supported archives. Enables scanning of archives (i.e., zip or rar) for mail stores.

•Add selected folder to queue when mail store scan is active. Adds folders containing mail stores to the queue in addition to any mail stores found. For example, if a folder is selected that contains 5 Excel files and 1 Outlook PST file, enabling this option will result in two sources being added to the queue: one file set consisting of 5 Excel files and 1 Outlook PST file.

5.Do one of the following to add items to the queue:

•Use Windows Explorer to drag and drop items from the file system.

•Click one of the source type buttons and navigate to a source. For more information on source types, see the following section in this topic.

Options are available for selecting any of the five different types of sources.

EDLoaderSourceOptions

These options are described in the following table:

Option

Use it to

Mail Store

Add mail store sources.

LAW currently supports Outlook (*.pst and *.ost) mail stores as well as Lotus Notes (*.nsf) mail stores.

•When the Select Mail Store dialog appears, browse to the mail store(s) and then click <Open>.

The store(s) will be added to the Source Queue.

Outlook Fldr.

Select Outlook folders for import.

1.In the Select Outlook Folder(s) dialog box, select the folders you want to process.

2.Select Recurse Subfolders if you want the subfolders of selected folders also to be processed.

The items in parentheses beside each folder represent the number of items in the folder (first number) and the number of unread messages (second number).

3.Click Accept.

The selected folders are added to the queue.

The mail store(s) containing the folders to be processed must be opened in Outlook prior to starting this option.

Folder(s)

Select one or more folders to import.

1.In the Select Folder(s) dialog box select the folders you want to process.

2.Select Recurse Subfolders if you want the subfolders of selected folders also to be processed.

3.Select Scan selection(s) for mailstores to search any selected folders for supported mail stores. If any stores are found, they will be listed separately in the queue and processed as mail stores.

Disable this option if you want the mail stores contained in the selected folders to be either processed as e-docs or excluded completely, depending on the state of the Exclude mailstores from e-doc processing option located on the Settings tab. See Exclusions for more information.

File(s)

Select one or more files. Use this option to open any type of electronic document, other than Outlook PST files, including MBOX files.

•In the Select File(s) dialog box select one or more files from a folder to process.

You can use the CTRL and SHIFT keys to select multiple files and CTRL+A may be used to select all files in a folder.

File List

Select a file list to import.

1.In the Select File List dialog box browse to the file containing the file paths.

2.Click Open to add the source to the queue.

A file list is a text file with paths to files for import. The file extension does not matter. The file must contain full paths to the files, separated by hard returns, without quotes. If the file contains relative paths, the file list must be placed in a location that will allow the ED Loader to complete the path. For example, if the file list contains a listing of EDOCS\0001.xls, then the file list should be placed one level above the EDOCS folder.

Failed Items

Select Failed Items. Use this option to repopulate the ED Loader Source Queue with documents that failed to fully import through previous ED Loader Sessions.

See Reprocessing Failed Items for more information on how to configure and utilize this feature.

Sources can be removed from the queue by using a Remove option.

Buttons for removing sources

•Remove Item - Removes one source at a time from the queue. To use, click a source in the queue to be removed and then click Remove Item.

•Clear All - Removes all sources from the queue.

•On the Sources tab click View Details.

Or

•On the View menu click Source Details.

If the source consists of a file set or file list, all file names will be displayed.

If the path to a source exceeds 260 characters, which is the Windows limit:

•ED Loader copies the files to a temporary location to allow successful processing of the files.

•A warning will be logged in the Session Viewer logs.