Aware - Export Content in Search & Discover

This article contains information on bulk exporting data from Search & Discover in various formats, including .CSV, DAT, PDF, and RSMF. It also offers customization options and guidelines for handling sensitive data securely.

RSMF format must be turned on at the System Admin Level > System Settings > Modules > Search & Discover > toggle on RSMF.

Search and Discover exports allow export configuration flexibility when users export images and files. This includes the following:

• • The ability to export files and images for all content, not just marked content, could result in very large exports split into multiple 5GB zips.
  • The ability to request files and images for parent messages only instead of defaulting to all files and images for search results and their associated context messages.
  • Custom configurability for a number of messages to be included within the context surrounding a search result.
  • Files with duplicate names in the same export will be appended with an auto-incrementing number to denote duplicates.
  • File names starting with a special character (e.g., *, . ) will be prepended with an underscore (_).

Exports over 5 GB will be split into multiple files.

Export to .CSV

Exporting to .CSV will provide in-depth information for:

• • Authored Content.
  • Contextual Content.
  • Messages.
  • Mentions.
  • Documents.
  • Images/Videos.

This option will provide all message data from your search in .CSV format to share as needed. You can then use this data to track metrics and manipulate data, or import it into other eDiscovery systems.

See Search Export Glossary of Terms for more information on .CSV exports.

How to Export to CSV

1. Open the Search & Discover application.
2. Open the search you need to export from your list of processed searches.
3. Click the Export button at the top right-hand corner
4. Choose between exporting All Content or Marked Content. From here, select the appropriate Additional Export Options.

• • Create a Separate .cvs file for message context: This option creates a separate context.csv file with only message context.
  • Include Images (and Files): Include images in this export. This may increase processing and download times. Videos and files will only download for Export Marked Content.
  • Generate .txt file: This will generate a.txt files for each exported search result and for files that contain text.

5. Click on Build Export. You will receive an email when it is complete.
6. When your export is complete, click the link in your email, or go to Search & Discover > Search Name > Exports tab to download your export.

7. Your export will be provided in .zip format with messages, txt files, and images/files if selected.

Export to PDF

Exporting to PDF allows you to quickly export a single conversation and its context in an easy-to-read format.

How to Export a Single Event to PDF

1. Open the Search & Discover Application.

2. Open the search that you need to export from your list of processed searches.

3. Click on the specific conversation event that you wish to export.

4. Use the Export to PDF button to immediately export and download the conversation.

Relatively Short Message Format

An additional export format option, known as RSMF (Relativity Short Message Format), is available in Search & Discover.

RSMF files are compatible with Relativity’s Short Message Viewer, which produces a conversational format for short messages making review of collaboration data easier on Relativity end users. This option will be available to existing and new customers and will be configurable in application settings within the customer’s Aware tenant. It will be disabled by default but can be toggled on by the customer if they are a Relativity user.

While Aware’s existing export formats (.csv and .dat) can be loaded into Relativity today, they often become mapped as separate documents, meaning each individual message exists as a unique object for review, as opposed to a section of conversation being contained in the document.

With this release, Aware will provide an RSMF-viewer compatible export option that results in a more user-friendly review experience.