Below, we take a closer look at the different Import Types and Import Data Settings components of our improved import experience. Click here to review the complete guided import workflow.
Table of Contents
Imports available to users with Advanced user permissions, only.
Import Types
When importing data into Nextpoint, there are four different Import Types. Each import type has corresponding pre-set recommendations for Deduplication and DeNIST settings.
If you initiate the import process by selecting your files from the File Room, Nextpoint will detect the type of data you selected (single mailbox, loose files, or produced data with load file) and will automatically set such in Step 1 of the guided import workflow, and you will be navigated to Step 2, Import Data Settings.
If you initiate the import process by navigating to DATA Imports, you will be navigated to Step 1 to make your Import Type selection. Since you have not yet selected your files for import, Nextpoint needs to know what type of data you intend to import. After making this selection, you will meet the 'Import selected files from File Room' workflow at Step 2, Import Data Settings.
A closer look at the different Import Types
Single Mailbox
Any single mailbox container file (pst, mbox).
Our recommended best practice is to import one mailbox at a time. You may import multiple mailboxes at once, but your import will be recognized as a Multiple Files Import Type. Please note, only one custodian assignment is allowed per import batch, so consider keeping mailbox imports limited to one custodian per batch, at the minimum.
Multiple Files
Any single non-mailbox file, any selection of multiple loose files (including pdfs, office files, mailboxes and archives), or any folder that does not contain a nextpoint_load_file.csv in the first level.
Production with Load File
Any folder containing a load file titled nextpoint_load_file.csv in the first level.
Our recommended best practice for production data sets is to upload to the File Room unzipped. If you upload a zipped production, then it will be considered a Multiple Files Import Type.
Manual
Any type of file selection. This import type will be most applicable with the upcoming release of our load file mapper. While we are simplifying the load file mapping process, we recognize some users may have existing workflows for produced data imports which they would like to maintain and bypass the load file mapper.
Import Data Settings & Deduplication
Once your files have been selected for import, you will be navigated to Step 2 of the import sequence, Import Data Settings. Here, you will verify and/or outline settings applicable to your current import.
Import Data Settings include the following:
- Type of Import: If you initiated your import from the File Room, verify the Type of Import selected. To modify the import type, click the pencil icon and you will be returned to Step 1 of the sequence to make your selection.
- Selected Files for Import: If you initiated your import from the File Room, verify the selected files. To modify your selection, click the folder icon to access the pop-up file picker which is populated by the File Room contents.
- Batch Name: Recommended for most efficient tracking once the data has been imported.
- Assign Custodian on Import: Search list of existing custodians or add new via the profile + icon .
- Add to Folder on Import: Search list of existing folders or add new via the folder + icon .
- Deduplication and DeNIST Detection: Pre-set recommendations for Deduplication and DeNIST settings will be populated based on which type of data is detected from the File Room (or selected in Step 1).
If you would like to modify the recommended settings, make sure the applicable toggle is turned on and click the gear to open the settings pop-up.
Continue below for a complete list of Import Types and associated Deduplication + DeNIST settings.
A closer look at Deduplication and DeNIST Detection
Complete list of Import Types and associated Deduplication + DeNIST settings outlined below:
Import Type | Deduplication Setting | DeNIST Setting |
---|---|---|
Manual | Dedupe - OFF | DeNIST - OFF |
Single Mailbox | Dedupe - ON , File Match - ON , Context - ON | DeNIST - OFF |
Multiple Files | Dedupe - ON , File Match - ON , Context - ON | DeNIST - ON , Tag-ON |
Production with load file | Dedupe - OFF | DeNIST - OFF |
Deduplication
Deduplication at the time of import prevents existing documents and email families from entering your database multiple times. The deduplication settings selected in the import workflow determine the definition of 'Duplicate' for the import batch at-hand.
When deduplication is turned off at the time of import, no deduplication will occur and all files will be imported.
How does Deduplication work?
FIGURE 1
INITIAL PROCESSING
1 | First, you queue your files for processing by initiating an import. See the three different file types queued for processing on the far left in Figure 1 (above).
2 | Once you initiate an import, Nextpoint begins processing by extracting files from their containers (zips, pst, box), extracting any attachments from their parent emails, and extracting metadata.
FILE MATCH CRITERIA
3 | Next is the First Deduplication Pass on all three file types where we look for a matching expansive hash for all the file types.
- If a loose file, expansive hash is the MD5 hash value.
- If an email family, expansive hash is formulated from the MD5s of all members of the email family.
Once an expansive hash is identified, we compare to other files being processed and existing in the database. Any matches are placed in a Dedupe Queue. Loose files without a match are imported.
4 | Also during the First Deduplication Pass, all remaining email files not placed in the dedupe queue due to matching expansive hash are checked for matching Message ID's.
Again, we look for matches against what already exists in the database and other files currently being processed. If we find a matching set, we add to the Dedupe Queue. If no match is found, the file is imported.
Note: Turn File Match Criteria ON for more aggressive deduplication using expansive hash and email message ID, as describe below. Turn OFF to deduplicate more conservatively and only consider Content Hash matches duplicates.
CONTEXT CRITERIA
5 | Next, we address the Dedupe Queue.
- If Context is OFF, we take everything in the Dedupe Queue and merge field values which may conflict (e.g. file_path of file A is different than file B). We keep the first copy of the file which entered the database and discard the other(s).
- If Context is ON, we take any sets of duplicates* and handle field value conflicts accordingly:
- If fields from our Conflict Field List do not match in a set of duplicates, we keep both files, remove from the Dedupe Queue and import both.
If there are no conflicts present in the Conflict fields: - We evaluate fields from our Merge Field List. If any Merge Field does not match in a set of duplicates*, we keep one copy of the file, merge the mismatched values into the respective field, and discard the last copy to enter the database.
- We evaluate fields from our Ignore Field List. If any Ignore Field does not match in a set of duplicates, we do nothing with the fields and only keep the first copy of the file which entered the database.
- If fields from our Conflict Field List do not match in a set of duplicates, we keep both files, remove from the Dedupe Queue and import both.
*Duplicates can be considered two files within the same import OR a single file in an import being compared to a file existing in the database.
author | document_last_author | email_sent |
bcc | document_subject | email_subject |
created_date_time | email_author | last_print_date |
document_author | email_message_id | modified_date_time |
document_date | email_reply_id |
cc | file_path | recipients |
custodians | mailbox_file | root_folder |
file_name | mailbox_path | shortcut |
All User Generated Fields
Default Fields not on Merge/Conflict Lists
app_name | confidentiality_status | expansive_hash | privileged_status |
batch_id | created_on | has_markups | redaction_notes |
bates_end | delete_at_gmt | highlight_notes | relevancy_status |
bates_range_end | document_title | id | supported_filetype |
bates_range_start | document_properties | npcase_id | title |
bates_stamped | document_type | number | updated_at_gmt |
bates_start | email_received | page_notes | user_id |
billing_size | encrypted | prefix | verified_page_count |
Note: All deduplication is considered at a family-level. If after a loose file is added to your case, that same file is added, but as part of a larger email family (or vice versa), no deduplication will occur.
DeNIST Detection
DeNIST provides a way to filter known, unnecessary files from uploaded data. During import and processing, files are checked against the National Institute of Standards and Technology Reference Library and matching documents are removed from the upload.
When DeNIST Detection is turned on, there are two options to consider:
-
Tagging: Files found to match a DeNIST record will be imported and processed as usual, but will be assigned an additional "NIST" tag.
-
Filtering: Files found to match a DeNIST record will be removed entirely from imports.
To return to the complete import workflow, click here >>
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