Using CloudNine LAW > Importing Documents > ED Loader > Progress and Quality Control

After an Electronic Discovery Loader (ED Loader) session, you can open the Session Browser to review an overview of the import session. From the Session Browser, you can open the Session Viewer that opens the log containing a detailed report of the session. The log provides details such as warnings and any errors that occurred during the import process.

To View an Import Session Summary (Session Browser)

Start the Session Browser in either one of the following ways:

•After an import operation, in the results dialog box, click View Logs.

•From LAW Electronic Discovery Loader, on the File menu, click Open Session.

•On the main LAW dialog, on the Tools menu, click Session Browser.

SessionBrowser

In the Session Browser, select the Session on the left to display. The following items are available for review:

•Label. The session label.

•Distributed. Whether the import was distributed or not. For more information on distributed imports, see: Distributed ED Loader.

•Created. Date and time the session was created.

•Elapsed Time. The time taken to process items by that specific machine in that session. If the session was a standalone session then this value should be equal to the total session time. If the session is distributed in nature then this value will represent the total duration for which that specific machine was actively importing documents in the distributed session and this value can be lesser than the actual session duration.

•Directory. The directory where the import log is located.

•Creator. The user name associated with the user who created the session.

•Workstation. The workstation name where the session was created.

•Status. The status of the session; whether it completed or not.

•Processed. The number of documents processed.

•Records Written. The number of case records written.

•Size. The size of all files combined that were processed.

•Errors. The number of errors that occurred during the session.

•Excluded. The number of files that were excluded from processing.

•Partially Excluded. The number of files that were partially excluded from the session.

To learn more about the details concerning these items, open the Session Viewer for this session. See the next section of this topic for more information.

Why does the Session Browser show different information than the Turbo Import Report?

Turbo Import Case, the Session Viewer shows the total of all data that was imported in the “session”. It’s possible to have more than one Import Set being imported during a session, as more than one user could have started an import or users may have re-processed errors from Import Sets that were previously imported; those would be included in the current session.

For post-processing scenarios where you require reporting (after importing, reprocessing of errors), the Turbo Import report will allow you to report that information as a "snapshot" of the current state of the Import Set(s).

To View Import Session Details (Session Viewer)

From the Session Browser, select the appropriate session on the left and click View Session. The Session Viewer opens.

3.Select the tabs in the Session Viewer dialog box to access information about the currently selected session.

The number of records listed in each tab is shown beside the tab name in parentheses. The tabs in the Session Viewer dialog box are described in the following table:

Use this tab	When you want to review
Overview	Session totals, such as the number of items processed, errors, and filtered items.
Settings	ED Loader options. Edit settings from the EDLoader.case.config.ini (located in root LAW case folder), and the state of those settings during the selected session. The VisibleInUi field will indicate if the setting is visible in the ED Loader interface, or if it only exists in the EDLoader.case.config.ini. The SettingKey displays the name of the setting in the configuration file, while the UnderlyingValue field displays the value of the setting in the configuration file.
Sources	Sources that were included in the session and any error messages about them.
Incomplete	Records that did not import completely.
All	All of the records that were imported during the current session.
Warnings	Warning messages generated during import.
Processing Errors	Records that generated an processing error. Processing errors result typically when a file cannot be opened, as for example, might be the case when a file is password protected. Typically, a document that generates a processing error is still imported despite the error, and if so, the error message will be logged to the ErrorMsg field for affected records.
Commit Errors	Documents that failed to import because of a disk write error. Commit errors can result for example, when a disk is full or nearly full, or if there was an error in the connection to the file source during the import. Typically, the import failed for any document listed in this tab.
Duplicates	Records that were flagged as duplicates during the import process. These records may or may not have been imported, depending on the selected action in the Deduplication settings.
NIST Exclusions	Records that were filtered based on the NIST/NSRL database. These records are not written to the LAW case database.
FileType Exclusions	Records that were filtered based on the Include or Exclude list. The documents may or may not have been imported, depending on the selected action in the File Types settings.
Conditional Exclusions	Records that were excluded based on the Exclusions settings. These documents are not written to the LAW database.
Suspect	Records that were determined to be suspect files based on the file extension. LAW validates all files to ensure the original file extension reflects the actual file type. An example of a suspect file would be a Word .doc file that was renamed and given a .pdf extension. If the Auto Assign Suspect Extensions option is enabled in this situation, the .dox extension would be assigned to the DocExt field, and the .pdf extension would be assigned to the OrigExt field. See File Types for more information.

To Export Session Data

The data contained within the tabs in the Session Viewer may be exported to a separate file or to an Excel spreadsheet.

To save the currently selected tab

1.Start the Session Viewer. See the section at the start of this topic for instructions.

2.On the File menu, click Save As.

3.Select a file type:

•CSV - for comma-separated value

•TXT - for text file

4.Select a path to save the file and a file name.

5.Click Save.

6.Click Yes at the prompt to view the output file or click No to view the file later.

To save all tabs in the Session Viewer to file

1.Start the Session Viewer. See the section at the start of this topic for instructions.

2.On the File menu, click Export To Excel.

3.Select a location and file name for the output file and then click Save.

Each tab will appear in its own worksheet in the output Excel file.

Other Session Review Options

Other session review options are listed as follows:

•Session List

This area of the Session Viewer provides a list of sessions that were initialized on the current machine in the currently selected LAW case. The sessions will be named according to the user-defined Session Labels (specified in the ED Loader prior to import).

•Fields

The Fields section lists the fields available for display for the currently selected tab.

•Item Properties

The Item Properties panel displays metadata and other information specific to the selected record. The properties for attachment records will contain information about the parent record as well.

Session Browser and Session Viewer

Session Browser and Session Viewer