Load a production from DataHub

Use this procedure to load a production into a project from files stored in DataHub. The wizard guides you through naming the job, selecting the load files, setting the file settings, and mapping fields. You can validate the load before you run it. Before you begin, make sure the load folder in DataHub contains all required folders and files in the correct format.

For more information on getting files into DataHub, refer to the following topics.

• Upload documents to DataHub

• Upload files to DataHub from Desktop Client
  

To load a production from DataHub, complete the following procedure.

1. In the Main Menu, select Load.

2. Click Create Load Job.
3. Name and Destination

   1. In Job Name, enter a name for the job.

   2. In Data Destination, select one of the following.

      • Inspect. You can view the files in Inspect.

        Review. You can view the files in Review.

   3. Click Next.

4. Load Files

   1. In Data Action, define how the load creates or updates records.

      • Create Records. Loads all records as new records.

      • Update Records. Matches and updates existing records only. If an imported record does not match an existing record, the system ignores it.

      • Update / Create Records. Matches and updates existing records, and creates a new record for any imported record that does not match an existing record.

   2. In the DataHub folder list, locate your folder and do the following.

      • Click to expand the folder.

      • For the DAT file, click Assign as Data File.

      • For the LST file, click Assign as Text File.

      • For OPT file, click Assign as Image File and then choose one of the following under Image Set Type.

      • • Original Image. Loads the images as original images.

        • Additional Image (new volume). Loads the images as an additional image set. When you select this option, enter a name for the additional image set.

   3. Click Next.

5. Load File Settings

   1. In File Encoding, the load file's encoding is automatically detected. You can override the detected method by selecting another option from the list.

   2. In Time Zone, select the desired time zone to load data. By default, this field displays the project time zone.

   3. In Date Format, select the date format used in the load file.

   4. In Delimiters, select the delimiter used in the load file for each item in the list, including Field Quote, Field Separator, Multi-Value Character, and New Line Character. If you select Other as the delimiter, you must supply the character to use in the resulting box.

   5. Review the Load File Header Preview to confirm the system reads the file correctly. The preview displays only the first five rows of data.

   6. Click Next.

6. Map Fields

   1. For each Import Field, in Field Name, select an existing Epiq Discover  field or create a field. The Status column shows whether each import field is Mapped, Unmapped, or Excluded, and the Mapped count at the top of the page updates as you map.

   2. To leave an import field out of the load, in Field Name, select Exclude. The Status changes to Excluded.

   3. To create a new Epiq Discover  field for an import field, click the icon next to Field Name, and then complete the following steps in the Create New Field dialog box.

      1. In Field Name, enter a name for the field.

      2. In Field Type, select a field type.

         • Available Field Types

           Field Type	Description
           Short Text	Contains up to 255 characters.
           Long Text	Stores more than 255 characters.
           Single Choice	A value selected from a list of options. Only one option can be selected.
           Multiple Choice	Values selected from a list of options. More than one option can be selected.
           Integer	Includes countable items, such as Page Count, Attachment Count, and File Size.
           Float	Stores floating-point numbers (up to 17 significant digits).
           Date	Includes various file dates, such as Date Created, Date Modified, and System Date Accessed.
           Boolean	A true or false (yes or no) value.

      3. In Allow Document Field Edits, select Yes to allow users to edit the field's values on documents, or clear it to prevent edits. By default, Yes is selected.

      4. Click Create.

   4. To work with the mappings in bulk, click Mapping Actions, and then select one of the following.

      • Import Mapping from Template. Applies the mappings saved in an existing mapping template.

        1. In Select Template, select the template you want to use.

        2. Click Load Template.

      • Import Mapping from File. Applies mappings from a file you select.

        1. Optional. Click Download Template to get a blank mapping file in the correct format.

        2. Drag and drop a CSV file containing saved field mappings into the Mapping File area, or click Browse to select one.

        3. Click Load Mapping.

      • Save as Template. Saves the current mappings as a template that you can reuse for later loads. When prompted, enter a name for the template and then click Save.

      • Export Mapping. Exports the current mappings to a file.

      • Exclude Unmapped. Sets every import field that is not yet mapped to Exclude.

      • Clear All Mapping. Removes all current mappings so you can start over.

   5. Review the Mapped count to confirm all the import fields you want to load are mapped.

7. Validate and Load

   1. To validate the load, click Validate, and then in the Run Validation dialog, complete the following.

      1. In Validate Scope, choose how much of the load to validate.

         • Select First rows only to validate only a sample of rows. Then, in Rows to validate, enter the number of rows to check.

         • Select Entire Load to validate every row in the load.

      2. Optional. In Automatically Load, select Load documents automatically after validation to load the documents as soon as validation completes successfully.

      3. Click Validate.

   2. To run the load, click Load.

You can view the details of the job in the Jobs Overview page.