Export Wizard

The Export Wizard lets you export the contents of an entire audit, specific search tabs within an audit, or selected messages within an audit.

When exporting a an audit, there are four to five steps to follow, depending on the type of export:

For more information, see Exporting.

Properties

Parameter

Description

Step 1

Lets you specify the search tabs to include for export.

All tabs

Includes all tabs for export.

Selected tab(s)

Includes only selected tabs for export. When you select this option, the available tabs are displayed and you can select the one(s) you want to export.

Step 2

Lets you specify which items to export from the selected tabs.

All items

Includes all items in selected tabs for export.

  • Selected item(s) only

Includes only selected items for export.

  • Skip items having any of the following selected tags

Excludes items that have any of the available tags: Mark as Reviewed, Mark as Unreviewed.

  • Specify the versions that you want to export

Specify the item version(s) to export: select all existing versions, latest versions, or searched versions only.

Step 3

Lets you select the type of export to perform.

One single PDF

Creates a single PDF file for all the items you are exporting. There will be page breaks between each message and selected message parts. If the PDF file exceeds 64 MB, a new PDF file will be created.

One PDF per item

Creates one PDF for each message and each selected message part. PDF files are named sequentially.

    Load File

Exports data to Load File, used by Relativity and other production and presentation tools. You can export Load Files in CSV based or EDRM compatible format.

NOTE
This option is available in eDiscovery only.

CSV

Exports data to a CSV (comma-separated values) file.

NOTE
This option is available for advanced, document, and federated searches and when a live email location is part of the audit.

PST

Exports data as Microsoft PST files; one file per exported mailbox. When exporting PSTs, Outlook must be installed on the node on which the job will run. If the PST file exceeds 20 GB, a new PST file will be created. PST file will not retain any comments.

NOTE
This option is available for advanced, document, and federated searches and when a live email location is part of the audit.

Export to Native File Format

Exports items in a 7ZIP or ZIP file, depending on your selection. The Export to Native File Format option is available for advanced, document, and federated searches. You can export email and third party documents. Emails and their attachments are stored in PST files, one PST file per account. An HTML summary is provided for easy access to each document and PST file.

NOTE
This option is available when a live email location is part of the audit.

Export to Location

Exports data to a new location within the system. A root location must be available to create the new sub-location. Once the export is complete, a new audit will automatically be available and reviewers can be assigned to it.

NOTE
This option is only available for message searches.

Step 4

Lets you specify the type of information to include in the export.

The options available in this step depend on what type of export you are performing. Also, a PDF reader is required for viewing your exported content in PDF format. If any attachments cannot be rendered, a page listing those attachments is included in the PDF.

Email attachments

Includes any email attachments appended to the message.

Search criteria

Includes any search criteria or filters that were used to filter the data. If multiple tabs were selected for export, then the search criteria for each tab is included.

  • Audit file information

Includes the history of the archived item, such as when it was archived, viewed, printed, and so on.

Email metadata

Includes the properties of the Email, such as the sender, recipient, (creation) date and time, subject, attachments, size, and so on.

IM metadata

Includes the properties of the Instant Message, such as the sender, recipient, (creation) date and time, subject, attachments, size, and so on. Additional metadata collected includes: read receipts; who is joining and leaving the chat, channel, or group; the start and end time of chat or channel calls; if the IM is sent from automated workflows or bots; the data required for AI classification

Page header/footer

Includes a header containing the name of the case and search tab, as well as a footer containing the page number on every page in the PDF file.

  • Highlight search terms

If you conducted a search prior to exporting, all search terms found will be highlighted in the exported PDF file, just as in the live search results.

Step 5

Lets you set the export name, email notification and password-protect zip files.

  • Choose a unique name for this export

Lets you enter a name for the export.

  • Send an email once the export is complete

Sends you an email notification when the export is finished.

  • Password-protect zip files (AES encryption)

Creates a password-protected PDF or zip file (for multiple PDFs).

  • Choose export compression format

Lets you select the export compression format (7ZIP or ZIP file).