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Import flat files

You can import documents into Ringtail using flat files, or text-only load files. You can use the flat file import process with the following flat file types:

●Metadata flat file: DAT, CSV, or TXT files only.

●Image flat file: OPT or LFP files only. The image flat file links the metadata flat file to associated TIFF images.

When you import flat files, you can copy all associated full-text OCR and native source files to Ringtail. When you add a flat file job, Ringtail automatically saves all job settings and field mappings for later use.

Flat file import guidelines

Use the following guidelines to load non-native data into Ringtail using the flat file import feature.

●Data load file (.DAT file): DAT file must be in ANSI encoding. The first line in the load file contains the field names. Each subsequent line in the load file represents the metadata for a document. The following are the supported standard delimiters:

oField delimiter: ( ¶ ) character 020

oText qualifier: ( þ) character 254

oNew line character: ( ® ) character 174

oMulti Value delimiter: ( ; ) semicolon

Ringtail also accepts load files with a .TXT or .CSV extension.

●Date/time values: Always use separate fields for date and time values. For example, “Date Modified” and “Time Modified” must be separate fields, and always contain only the date and time, respectively.

●Image reference file (.OPT or .LFP): Ringtail requires a standard format .OPT or .LFP file for loading of images. The image reference file contains path and document break information for images. The number of lines in the OPT file must match the number images provided. Always ensure the number associated with the first page of each document matches the value in a field for the corresponding row in the DAT file. Always name the first page of the document with Document ID and Control Number.

●Document text: Provide document text as separate text files. Use one text file per document and name each file using the Document ID and Control Number. A field in the DAT file (or other data load file) must reference the relative path to the text file. Ringtail also accepts document text in a single field in the DAT file, but this is not recommended.

●Images: Document images must be copied to the exact path in the OPT file. Always verify that the number of lines in the OPT file matches the number of images.

●Native files: If native files are provided, the DAT file (or other data load file) must have a field with the relative path to the native file. Always name native files using the Document ID and Control Number of the document.

Flat file import process

Use the following procedure to create a flat file import.

1.On the Case Home page, under Manage Documents, click Imports.

2.Click Add.

The Import window appears.

Note: As you complete each page, Ringtail saves the details. If you navigate away from the Import window, click Add to reopen the job. However, if you click Cancel, you lose all changes.

3.On the Import Details page, do the following:

a.In the Job type list, select Flat file.

b.Type a Name for the flat file import job.

c.Optionally, type a Description.

d.In the Date format list, select the default date format for the imported files.

Note: Ringtail supports all date formats. Ringtail uses the default date format only when a date is unclear, for example, 06/05/15.

e.Click Next.

4.On the Metadata File page, select the metadata file (.DAT, .CSV, .TXT) for import:

a.In the File repository list, select the file repository to import the data to. This list contains the file transfer repositories configured for your case.

b.In the Folder name list, select a folder.

c.In the File name list on the right, select the metadata file that you want to import.

d.Click Next.

5.On the Image File page, you can select an image file (.OPT or .LFP) for import.

a.Select Import image file.

b.In the Folder name list, select a folder, and in the File name list on the right, select the image file that you want to import.

c.Click Next.

6.On the Source Files page, use the following procedure to include source files with the import.

a.Select Copy source files to the server.

b.To overwrite matching source files, select Overwrite matching source and/or content files already on the server.

c.In the Folder name list, select a folder.

d.Click Next.

7.On the Delimiters page, set the delimiter character that separates field values in the flat file. You can also set the text qualifier that separates alphabetical characters from numeric characters in field values. After setting the delimiters, use this page to search for fields in the flat files. You can proceed to the next page only after the field search.

a.In the Column - fields list, select the delimiter character for columns and fields. For example, if the flat file is delimited by commas, select , (44).

b.In the Text qualifier list, select the text qualifier character, if required.

c.In the Row - documents list, do not change the default <CR>/<LF> value.

d.To search the flat file for available fields, click Get fields.

Note: Due to RPF server demands, this process can take a while. If an incorrect delimiter is selected, an error message appears. If you change the import details or delimiters, click Get fields again to run the search again.

e.Click Next.

8.On the Map Files page, configure the location from which Ringtail copies the associated native or full-text files.

a.If you are copying source files, in the Native path list, select the field to access native files. This option only appears when you select Copy source files to the server on the Import details page.

Note: The selected field must appear in the relative path to the source files that you set on the Import Details page.

b.Under Full text, select one of the following options:

□None: No import of full-text files.

□Metadata field: If you are importing text content in the flat file, select the field that contains this content. Ringtail uses the selected field values to create associated text files for searching.

□File path: If you are importing full-text or OCR files, in the File path list, select the field that will reference the path to these files.

c.Click Next.

9.On the Existing Documents page, to determine how Ringtail handles the import of existing documents, select one of the following Import action options, and then click Next.

Note: This page is similar to the Import documents feature. For more information, see Import documents.

Select one of the following Import action options:

oAbort import, if it contains an existing document ID

oImport new documents only. Data for documents that already exist in the case will be ignored.

oUpdate existing documents only

oImport new documents and update existing documents

If you select Update existing documents only or Import new documents and update existing documents, additional options appear. See the following table for descriptions of the options.

10.On the Levels page, set the levels into which Ringtail will import documents. By default, the maximum number of documents is 1,000 per level, but this is configurable. When the number of imported documents exceeds the set value, Ringtail creates additional levels at the same depth, and appends each level with a number. For example, Level_0001, Level_0002. Ringtail truncates level names that are longer than 20 characters.

a.To set the maximum number of documents per level, in the Max documents per level list, select a number.

b.Do one of the following:

□To select an existing level, in the Level list, select the root and sublevels. You must select at least one level for the document.

Tip: If there are many levels, filter the list by entering the first few letters of the level name.

□To create a new level, click a level in the Level list, select Add new level, and then type the name of the level. The new level inherits the parent or root-level security settings.

Note: After you create a level, always synchronize the security groups. For information about syncing security groups, see Sync security.

□If the load file has a field with level name values, such as "Custodian," click a level in the Level list, select Use data from load file, and then select the field.

c.Click Next.

11.On the Document ID page, set the document ID fields that Ringtail uses to identify the imported files. You can select from the following options:

oExisting Document ID: Uses the existing document ID of a case.

The following options appear:

□Document ID: Selects the metadata field with the document ID.

□Source and Attachment relationship: When importing native source and attachment documents, select the load file that defines the relationships. If you are using a .DAT file, in the Field defining Source and Attachment relationship list, select one of these options. If there are no values in the chosen field, the job still runs but reports an error.

♦None

♦LFP: Use child designation from the LFP load file to create source attachment relationships.

♦Parent Doc ID: If this option is selected, Ringtail expects attachment documents to contain the Document ID of the parent document in the chosen field.

♦Attachment Doc ID: If this option is selected, Ringtail expects parent documents to contain the Document IDs of the attachment documents. If there are multiple attachments for one parent document, the Document IDs must be separated by a comma or a semi-colon.

♦Family Range: If this option is selected, Ringtail expects all documents to contain a range of Document IDs, for example, DOC_0000001 - DOC_0000015. The first Document ID is the parent, and all other Document IDs between the first and last, including the last, are attachments. .

oGet Next - Levels Based: Uses the levels selected on the Levels page as the document ID. Ringtail generates the document ID based on existing documents in the level.

Note: If no documents exist, Ringtail assigns the level names and a five-character suffix as the ID number for the first document you upload. This number increments as you upload subsequent documents.
For example, If you select Docs_1, Docs_2, and Docs_3 as levels, Ringtail generates the document ID as Docs_1.Docs_2.Docs_3.00001, Docs_1.Docs_2.Docs_3.00002, and Docs_1.Docs_2.Docs_3.00003.

□To set the number of padding zeroes to use for the page number portion of the document ID of the imported documents, select a value in the Page length list.

□To view an example of how the document ID will appear, click View Document ID.

oGet Next - Sequential: Uses a sequential number as the document ID. Ringtail generates the document ID based on existing documents in the level. If there are no documents, Ringtail assigns a nine-character number (000000001) as the document ID.

□To create a custom document ID prefix, type the text into the Document ID prefix box. Ringtail assigns a sequential number to the prefix. For example, if the prefix is AA, Ringtail generates the document ID as AA000000001, AA000000002, and AA000000003.

□To view an example of how the document ID will appear, click View Document ID.

oImage Document ID: Selects the field with the image document ID. This field links the metadata file to the image file (OPT or LFP). The image document ID is auto-populated with the same field value selected in the Document ID field. You can change this value.

12.On the Field Map page, map the import fields to case fields in Ringtail. If you are mapping one-to-many fields, you can select delimiters for the fields. Delimiters are not required for one-to-one fields. For each Import field, do the following:

a.In the Action column, select one of the following actions:

□New: No matching case field; Ringtail creates a new case field.

□Ignore: Ringtail ignores this import field and does not import or update values for this field.

□Import to: Ringtail imports this field into the selected case field.

□Previous: Uses the field mapping from a previous import. This option is available only if the field has been mapped in a prior import. This is the default action, when available.

□Match: Ringtail imports field only when there is a matching case field. If there is no matching case field, Ringtail sets the import field to Import to.

Note: If an import field has a matching case field, but was previously mapped to a case field with a different name, Ringtail always reuses the previous mapping by default. You can change this anytime by selecting the Match option.

b.Click in the Case field column, and then type or select the case field to which you want to apply the action.

c.If you are mapping to a one-to-many field, click in the Value delimiter column and select a delimiter.

d.Click in the Default Value column and type a default value for the case field. Ringtail uses the default value only when a mapped import field has no value.

Note: If the import field has a value, Ringtail does not apply the default value.

e.Click Next.

13.On the Schedule page, set the start time for the import job, or place the job on hold to save as a draft job for later use. You can select from the following options:

oTo schedule a time, in the Start time box, select a date. In the second box, select a time.

oTo submit the job for processing immediately, leave the default Now setting.

oTo place a job on hold for later, select Place on hold, and then click Save as draft. You can return to a draft job at any time from the Imports page.

oTo schedule the job to run as a test, select Schedule as a test run only.

14.Click Finish.

When you click Finish, Ringtail adds the word TEST at the beginning of the description of the import on the Imports page.

Ringtail returns to the Imports page, and indicates that your job is scheduled. Ringtail saves your job definitions for processing. To view the import job details, click the name of the import job. Ringtail displays the details in the Properties page.

View flat file import results

When the flat file import job completes, it appears on the Imports page. Note that jobs saved as draft jobs also appear on the Imports page, but will not have run.

●To view the flat file job details, click the Name of the import job. Ringtail displays the details on the Properties page.

●If the flat file import job completes with errors, view the errors on the Errors page.

●After the import job finishes, you can view the documents on the Documents page, in the List pane.