---
title: "Migration Export – Open Discovery"
slug: "migration-export-open-discovery"
updated: 2024-11-19T21:31:44Z
published: 2024-11-19T21:31:44Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Migration Export – Open Discovery

> [!WARNING]
> 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 (](https://my.ipro.com/help/Enterprise/Content/Review/Ipro_(Cloud)_review/Enter%20Case%20Interface/Work_With_Export_Sets/Overview_Export_and_Production.htm)[ipro.com](http://ipro.com)[)](https://my.ipro.com/help/Enterprise/Content/Review/Ipro_(Cloud)_review/Enter%20Case%20Interface/Work_With_Export_Sets/Overview_Export_and_Production.htm)
    2. [Create Export and Production Sets (](https://my.ipro.com/help/Enterprise/Content/Review/Ipro_(Cloud)_review/Enter%20Case%20Interface/Work_With_Export_Sets/Create_Export_and_Production_Sets.htm)[ipro.com](http://ipro.com)[)](https://my.ipro.com/help/Enterprise/Content/Review/Ipro_(Cloud)_review/Enter%20Case%20Interface/Work_With_Export_Sets/Create_Export_and_Production_Sets.htm)
  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.

![240 - 01 - Export Natives](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/240%20-%2001%20-%20Export%20Natives.png?width=1001&amp;quality=high)

![240 - 02 - Export Images Redactions](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/240%20-%2002%20-%20Export%20Images%20Redactions.png?width=1000&amp;quality=high)

![240 - 03 - Export Text BatesNos](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/240%20-%2003%20-%20Export%20Text%20BatesNos.png?width=999&amp;quality=high)

![240 - 04 - Output Settings](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/240%20-%2004%20-%20Output%20Settings.png?width=986&amp;quality=high)

![240 - 05 - Volume Folder Settings](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/240%20-%2005%20-%20Volume%20Folder%20Settings.png?width=1001&amp;quality=high)

![240 - 06 - Folder Information](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/240%20-%2006%20-%20Folder%20Information.png?width=950&amp;quality=high)
2. #### **Export 2 – Burned in Redacted Images**
  1. **Helpful Guides**
    1. [Overview: Production (](https://my.ipro.com/help/Desktop/Content/Administration/Production/Production_Overview.htm)[ipro.com](http://ipro.com)[)](https://my.ipro.com/help/Desktop/Content/Administration/Production/Production_Overview.htm)
    2. [Create a New Production Job (](https://my.ipro.com/help/Desktop/Content/Administration/Production/Create_a_New_Production_Job.htm)[ipro.com](http://ipro.com)[)](https://my.ipro.com/help/Desktop/Content/Administration/Production/Create_a_New_Production_Job.htm)
  2. Documents with Redactions only
  3. Use the Production Tab
  4. Output Options

![240 - 07 - Production Export Natives Images](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/240%20-%2007%20-%20Production%20Export%20Natives%20Images.png?width=1001&amp;quality=high)

![240 - 08 - Production Export Redaction Text](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/240%20-%2008%20-%20Production%20Export%20Redaction%20Text.png?width=996&amp;quality=high)

![240 - 09 - Production Export BatesNos](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/240%20-%2009%20-%20Production%20Export%20BatesNos.png?width=998&amp;quality=high)

![240 - 10 - Production Output Settings](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/240%20-%2010%20-%20Production%20Output%20Settings.png?width=993&amp;quality=high)
    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

![240 - 11 - Production Volume Folder Settings](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/240%20-%2011%20-%20Production%20Volume%20Folder%20Settings.png?width=1000&amp;quality=high)

![240 - 12 - Production Folder Information](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/240%20-%2012%20-%20Production%20Folder%20Information.png?width=956&amp;quality=high)
3. #### **Production Volumes and their associated cross-reference file.**
  1. Execute SQL script to create the Production History Report. Please contact [Reveal Support](mailto:support@revealdata.com) 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.

## Related

- [Review Tracking](/review-tracking.md)
- [Find Stories Using Entities](/find-stories-using-entities.md)
- [Migration Import - Reveal](/migration-import-reveal.md)
- [Export Documents from the Review Grid](/export-documents.md)
- [Migration Import - Logikcull](/migration-import-logikcull.md)
