When adding additional e-mails and attachments into a Concordance Desktop database, it is best to add them to an E-mail database because they contain unique internet account type coding for the author and recipients, including a parent and child structure that needs to be preserved, and attachments that need to be retained. All of these components are critical metadata that can easily be altered, spoiling original records and damaging critical information regarding who knew what and when. Once damaged, this information is nearly impossible to restore and is irretrievable after the documents have been added to the database.
Concordance Desktop provides an E-mail database wizard, which includes typical metadata fields from Outlook and takes care of the field mapping for you. The import wizard automatically establishes parent-child relationships with the e-mail messages and their attachments. This provides efficient and comprehensive searching and saves time in document loading. The wizard also lets you create and modify fields as needed. For more information about creating an E-mail database, see Creating an E-mail and attachments database.
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When adding e-mail .msg or .eml files to a Concordance Desktop concatenated database, the e-mails are appended to the last database in the concatenated set. When adding an e-mail .pst file, a new e-mail database is created from the .pst file and the databases are automatically concatenated (CAT). The database onto which the .pst file was dropped becomes the primary database in the CAT set. |
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Drag and drop is not supported for databases that have been migrated from Concordance 10.x, and for DAT and Transcript 10.x migrated databases, Following the steps found under Importing extra e-mail & attachments to a Concordance 10.x E-mail database for adding e-mails and attachments to these migrated databases. |
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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. |
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If you need to export your e-mail from Concordance Desktop back to a .pst file, consider using Discover the Wave’s Trident Pro software. |
To Add a PST File to a Concordance Desktop E-Mail Database
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When dropping multiple PST files onto an e-mail database, drop only one PST file at a time, and reindex the primary database prior to dropping the next PST file. |
1.In Concordance Desktop, open the database to which you want to add the PST file.
2.Open a Windows Explorer window and navigate the location of the PST file.
3.Drag the PST file from the Windows Explorer window and drop it onto the E-mail database open in the Concordance Desktop window.
4.You are asked if you are sure you want to add the files to the database, click Yes.
i.The Import Email and Attachments progress dialog box opens.
5.When the import finishes, check to ensure that the e-mail messages and attachments, if applicable, were added and that they can be viewed in the viewer.
To Add E-Mail & Attachments to a Concordance Desktop Database
E-mail is imported into a Concordance Desktop database using the drag and drop method. During the import, the Import e-mail wizard automatically establishes parent-child relationships with the e-mail messages and their attachments. This provides efficient and comprehensive searching and saves time in document loading.
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When adding e-mail .msg or .eml files to a Concordance Desktop concatenated database, the e-mails are appended to the last database in the concatenated set. When adding an e-mail .pst file, a new e-mail database is created from the .pst file and the databases are automatically concatenated (CAT). The database onto which the .pst file was dropped becomes the primary database in the CAT set. |
1.In Concordance, open the E-mail database into which you want to import additional documents.
2.Open a Windows Explorer window and navigate to the location of the file(s) you want to append to the database.
3.Select the file(s) you want to add.
i.To select multiple files, use SHIFT+click or CNTRL+click.
4.Drag the files and drop them onto the database you have open in Concordance Desktop.
i.A dialog box opens asking if you are sure you want to add files to the current database.
5.Click Yes.
i.The Import Email and Attachments progress dialog box opens.
6.When the import finishes, check to ensure that the e-mail (and attachment if applicable) was added to the database and that it can be viewed in the viewer. For multiple e-mails or attachments, we recommend you check each one.
To Verify the Added Files
Once you have imported your e-mail messages, it is best practice to verify that the files imported correctly. After verification, you need to reindex or index the database.
1.In Concordance Desktop, open the Browse view.
2.In the Browse view, verify that the e-mail messages you imported display properly.
3.If you have already indexed the database, reindex the database. Otherwise, run a full index.
i.For more information about indexing and reindexing databases, see Indexing and reindexing updates.
ii.If you receive the following message, Dictionary file exists, overwrite?, click Yes.