Adding e-documents to a migrated Concordance 10.x database

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Adding e-documents to a migrated Concordance 10.x database

Concordance Desktop is able to import a variety of electronic documents (eDocuments), including text, Adobe Acrobat PDF, Microsoft Word, PowerPoint, Excel, and Outlook or Outlook Express message files into an existing eDocuments database.  

Electronic documents require that source file software, like Microsoft Office and Adobe Acrobat, are pre-installed on your network in order to extract the data from the file and import it into your Concordance Desktop database.

Concordance Desktop, however, does not allow importing of data from any zipped, encrypted, .exe, or system files. The files are imported but not the data contained with the file.  You’ll need to adhere to any forensic data processes as outlined by your organization or recommended for e-discovery processing.

Some earlier versions of Microsoft Excel files are no longer supported through Microsoft and cannot be opened from Concordance Desktop.  For more information, please see the Microsoft website.

When using the Record Divider option, imported Microsoft Excel files that contain more than one sheet and viewed in Concordance Desktop Viewer will display only the first sheet for the database record.  No view is available for the other sheets associated with the record.

Adding documents to an existing E-Documents database is made easy using a simple file drag-and-drop operation. Concordance Desktop automatically processing the documents, assigning document IDs, reading document metadata, extracting text, and appending the records to the database.

Any file or electronic document format not supported will be added to the database as an excluded file, but the contents will not be imported.  You’ll need to adhere to any forensic data processes as outlined by your organization or recommended for e-discovery processing.

Some earlier versions of Microsoft Excel files are no longer supported through Microsoft and cannot be opened from Concordance Desktop. For more information, please see the Microsoft website.

Supported E-Document File Types

Concordance Desktop supports the following e-document file types for creating and adding documents to an e-documents database:

File Type

Description

*.tif, *.tiff

Tagged Image File

*.jpg, *.jpeg

Joint Photographic Experts Group

*.gif

Graphic Image File

*.bmp

Bitmap

*.asc

ASCII text

*.pcx

PC Paintbrush bitmap

*.csv

Comma-Separated Values

*.cal, *.cals

Facsimile

*.pdf

Adobe Portable Document Format

*.doc, *.dot, *.docx

Microsoft Word

*.ppt, *.pps, *.pptx, *.pptm

Microsoft PowerPoint®

*.xls, *.xlsx, *.xlw, *.xlt

Microsoft Excel®

*.msg

Microsoft Outlook 2010 or later Message File

*.eml

Microsoft Outlook Express

*.txt

ASCII Text

*.rtf

Rich Text Format

*.html, *.htm

Web/HTML

*.pab

Microsoft Outlook Personal Address Book

*.wps

Microsoft Works

When importing records using a DAT file, ensure that the carriage return delimiter is set to something other than "new line" (value 013). If the new line (value 013) delimiter is set, change the delimiter in the DAT file before attempting to import the file.

To Add Extra Documents to an Existing Concordance 10.x Database

1.In Concordance Desktop, click Documents, click Import, then click e-documents.

2.Select whether to import by file type(s) or by specific files.

3.Select how you want to import the files.

a.To import by file type:

1.Select the Import by file type option, then click Next.

2.Select the file extensions you want to import.

i.Import all extensions (*.*) indicates that all files, regardless of the extension, are to be imported. If you select this option, you can still exclude some of the files by clicking the Exclude button.

ii.Import selected extensions allows you to select only specific file types to import. If your file type is not listed (for example, docx), you can add it by clicking the Add custom button.  

3.When finished selecting the file types, click Next.

4.Go to the folder where the files are located.

5.Click Add to add the folder to the Directory pane.

i.To select another folder, repeat the step above.

6.(Optional) To import files from sub-folders in the folder you have selected, check the Import files from subdirectories button.

7.Click Next.

b.To import specific files:

1.Select the Import specific files option, then click Next.

2.Go to the folder where the files are located and select the files.

i.To select multiple files, use SHIFT+click or CNTRL+click.

3.Click Add.

4.Click Next.

5.Continue on with step 4.

4.Select the field mappings for your database, and click Next. For fields that do not match, leave them set to <none>.

5.Select the appropriate options for the files you are importing:

a.Match metadata field names

b.Store file name without full path

c.Create hyperlinks to original document

d.View e-Docs in Concordance Desktop Viewer

e.Auto-number documents with a DOCID (document ID)

i.If you select to auto-number DOCID, you need can setup a Prefix to precede the number, and the number to begin with. Ensure that you precede the starting number with zeros.

6.(Optional) To create a plain text file for messages produced during the import, click Browse to setup a log file name and location to capture the messages.

7.(Optional) If importing plain text files, enter the Record divider. If the record divider is anchored, also check the Divider is anchored check box.

8.Click Next.

9.Click Import.

10.When the import finishes, click Done.