Add a Data Extract or Processing Job from an Item List

A Data Extract Job and/or a Processing Job may be created from an Item List (ItemID or ItemGUID) file or from a Database Table that contains the ItemIDs list or the ItemGUIDs list.

  1. In the Client Management Tree View, select a Custodian with existing Discovery Jobs.

  2. On the Status and Summary panel, click the Jobs tab.

  3. Click . The Add Job dialog box appears.

  4. Do any of the following:

    • Enter a Job Name.
    • (Optional) Enter a Description for the Job.
    • (Optional) Enter a Batch ID.
  5. Click . The Add New Source dialog box appears.

    On the Type drop-down menu, select Item List.

    On the Content Type drop-down menu, select one of the following:

    • ItemID - Select one of the following:

      • File: Click to browse to the file path (UNC path rather than drive mappings) where the ItemID file resides. Select the file (either a text file or a CSV that contains a list of ItemIDs), and then click Open. The File Path fields populate with the path and selected file.
      • Database Table: Specify the SQL database table that contains the ItemIDs list. For ItemID, the first column of the table must be an integer field named ItemID. This is the only requirement of the table. The rest of the tables may contain any fields or no fields. The location of the tables must be in the client database, [CONFIG]_[CLIENT].

        If you want the system to check whether ItemIDs exist in the Items table, select the option Validate IDs in Table. If the system does not find any ItemIDs, an error occurs. If some ItemIDs are missing, they are indicated in a LOG file named ImportMissingItems.LOG located in the Job folder.

        Note: For either File or Database table, a Flex Processor rule is created (criteria being the ItemID list) for the main imported list. Also, additional rules could be created based on the selected Child Item Handling options. The Scope for each of these rules may be changed as well, further affecting which other documents are selected. As you click each rule created from the imported list, you may view the ItemIDs in the ItemID area on the Advanced Criteria tab.

    • ItemGUID - ItemGUIDs allow for a more reliable method to positively identify eCapture Items records for a Client.

      Select one of the following:

      • File: Click to browse to the file path (UNC path rather than drive mappings) where the ItemGUID file resides. Select the file (either a text file or a .CSV file containing a list of ItemGUIDs) and click Open. The File Path fields populate with the path and selected file.
      • Database Table: Specify the SQL database table containing the ItemGUID list. The first column of the table must be ItemGUID and defined as nvarchar(36). This is the only requirement of the table. The rest of the tables may contain any fields or no fields. The location of the tables must be in the client database, [CONFIG]_[CLIENT].

        If you want the system to check whether ItemGUIDs exist in the Items table, select the option Validate IDs in Table . If the system does not find any ItemGUIDs, an error occurs. If some ItemGUIDs are missing, they are indicated in a LOG file called ImportMissingItems.LOG located in the Job folder.

    Under Import Options, select the check box next to Select children of items that are parents to process the parent item with attachments.

    Note: The rule scope options for created rules will affect parent/child selections as well.

    Select a Child Item Handling option:

    • Select item only
    • Select item and parent
    • Select item parent and all children of parent

    Click OK to return to the Add Job dialog box.

  6. (Optional) Repeat step 5 for an additional new Item List.

  7. To add a container from the Source grid to the Selected Sources list box, either double-click the Item List container or select the Item List container and click . Repeat for each Item List container.

    Note: The following rules apply:

    • Existing containers may not be selected when an Item List is selected (displays in the Selected Sources list box).

    • An Item List may not be combined with a Directory when there is already a Directory source in the Selected Sources list box.

    • An Item List may not be combined with another Item List when there is already an Item List in the Selected Sources list box.

    • Selected Sources cannot include both an existing source container and a new source container. After one or more existing sources (discovered containers) are added to the Selected Sources list box, a new Source may not be added.

    • To remove a container from the Selected Sources list box, select the container and click or double-click the container.

  8. Under Jobs to Create, select Data Extract Job and/or Processing Job.

  9. Select from the following options:

  1. Click OK. The Jobs display under the Discovery, Data Extract Job, and/or Processing Job folders in the Client Management tab for the selected Custodian. The Jobs display in the Job Queue pane ready to start.

     

Related Topics

Add a Discovery Job through a Central Interface

Add Data Extract and/or Processing Jobs for Existing Directory Type Source Containers