Migration Export – Open Discovery

Important

There are some case elements that do not transfer from the Open Discovery case. These include:

• Custom Layouts

• Saved Searches

• Control/Pick Lists

• Case Documents

• Production Shield

• Production Settings

• Partial Dates – g., 01/00/2023

• User Security

• Smart Folders

• Page-Level Tags

• Persistent Highlighting

• Unbranded Redactions, Comments, Annotations

• Redaction Categories

• Keyword Reports

• Transcripts, Transcript Issues, Notes, Linked Documents

Prepare Open Discovery Data

1. Export 1 - Natives, Images, Text, Metadata, Work Product

   1. Helpful Guides:

      1. Overview: Export and Production (ipro.com)

      2. Create Export and Production Sets (ipro.com)

   2. All documents to be migrated.

   3. Output Options

      1. Use Original Image Keys

      2. Load File Selections: DAT, OPT, LFP, and DLF

      3. No Endorsements

      4. Select all Redactions

      5. Select all fields and tags EXCEPT for fields: [ProductionBegDoc], [ProductionEndDoc], [ProductionBegatt], [ProductionEndAtt], [ProductionVolume], [ProductionPageCount], [ProductionText], and System File Path.

   4. Recommended settings shown in screenshots.  

       

       

       

       

       

       

2. Export 2 – Burned in Redacted Images

   1. Helpful Guides

      1. Overview: Production (ipro.com)

      2. Create a New Production Job (ipro.com)

   2. Documents with Redactions only

   3. Use the Production Tab

   4. Output Options

      1. Images Only

      2. Load Files: LFP, OPT and DAT with just (PROD_BEGDOC)

      3. Single Page Images

      4. Use Original Image Keys

      5. Burn in Redactions

       

       

       

       

   5. d

       

       

3. Production Volumes and their associated cross-reference file.

   1. Execute SQL script to create the Production History Report. Please contact Reveal Support for assistance in generating this report.

   2. The report contains the following fields for all Production Export Sets in the case its executed on: ProductionName, Notes, OutputDirectory, ProdVolume, BEGDOC, and PRODBEGDOC.