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Version: v0.18.0

Import Concordance

This example will import documents from a concordance or CSV file into a Relativity Workspace

Setup​

Instructions on how to install and setup Sequence and the Sequence Connector for Relativity®.

Instructions on how to install the Relativity® Desktop Client.

Make sure you have set the Sequence.Connectors.Relativity.settings.DesktopClientPath value in your settings file. You may also need to run the Desktop Client at least once to set up your settings

Creating a .kwe file​

To import using this method, you need to create a .kwe file for your data. This file contains information about field mappings etc. for the import. If you have multiple concordance files with the exact same format you can reuse this file.

  • Run the Relativity.Desktop.Client executable

  • Login with your Relativity Username and Password

Logging in to the Desktop Client

  • Choose your Workspace on the dialog that pops up

  • Click Tools/Import/Document Load File

Navigating the menu

  • Choose the file to load and select the correct encoding. You should see all of the File Column Headers listed

Choose Encoding

  • Go to the Field Map tab

  • Use the control to map Workspace Fields to Load File Fields

Field Mapping

  • Set the other fields, particularly those involving Native Files

Other Fields

  • Use Import/Preview Errors to check that everything is okay

No Errors

  • Click File/Save Import Settings (kwe) to save your file

SCL​

Download the SCL here: relativity-import-concordance.scl

To run:

PS > ./sequence.exe run relativity-import-concordance.scl
# Set the name of your workspace. You could also use Workspace Artifact Id
- <Workspace>        = 'Test Workspace'
- <FilePath>         = 'C:\repos\Examples\Concordance\Data\loadfile.dat'
- <SettingsFilePath> = 'C:\repos\Examples\Concordance\LoadFileSettings.kwe'

- RelativityImport
    FilePath: <FilePath>
    SettingsFilePath: <SettingsFilePath>
    FileImportType: FileImportType.Object
    Workspace: <Workspace>