There are three places that you can create an export from within Onna:
- From an entire source
- From a saved search
- From an advanced search
Exporting an entire source
Once your source is finished syncing you can create an export from the Information section. This can be reached through the Source options found on the Source card. To get to these click on the ellipsis you see while hovering over the card (pictured below). The option to export will only be displayed if the source is viewed from a workspace. If you are viewing the source from 'My Sources' continue following the steps listed below.
Click on 'View details'. If you're in the source already, click on the details button on the right hand side (pictured below)
Either will take you to the following page where you should head to Details and scroll to the bottom where you'll find an option to 'Export all files'
This will open a pop-up that will take you through our export workflow. The pop-up you'll see looks like this:
An export name will be generated based on the source's name. This can be modified at any time. Next you have three options:
- Generate CSV report with metadata: This option is if you'd just like to create a report of all of the files in the source and their metadata
- Generate CSV report and download files: This will create the report with metadata and also download all files currently in the source. By default, files will download with their original file name.
- Advanced export - Choose this option if going for an eDiscovery export
There is an option on whether to include family members with your export. This applies to saved searches where files that contain matching terms may have parent files.
Once you've selected your desired option, click 'Configure'
The next screen lists all of the metadata available for export.
The first column, 'Document metadata', lists all metadata fields commonly found on documents.
The second column, 'Source metadata', lists metadata fields commonly found at the original source. It also lists Machine learning metadata which is added during our processing phase and includes classification and detected language.
The third column, 'Metadata by type of source', lists the different integrations we offer and the specific metadata available to them.
Once you select the metadata fields you'd like to see on your export, click next.
If you've selected to get a CSV or a CSV + files, you'll see a summary of the report you'll be creating. Click 'Done' to start your export.
If you've selected Advanced Export you'll see the following screen:
On this screen you can configure the control number of the export, choose whether to export using original file name, and choose whether it includes native files and/or text files (default: include). For files that are in HTML you can choose to export these in PDF.
You can also choose the format of your load file and choose from
- custom txt file
Depending on your configuration you will also be able to modify the encoding and different types of characters on the right hand side.
Once you're finished configuring your export, click next. You'll get the summary screen of your export. Click 'Done' to start your export.
A collection of your exports can be found by accessing the Export section on the global menu on the left-hand side.
The export will show you while it's in progress and when it's ready to download. You can also delete old exports from this screen.
To download an export click on the title to reveal the different volumes.
You'll see one or more zip files depending on the size of your export.
After 30 days an export will expire and will not be available to download.
In the event you still need to access the export click on the export title & click 'Re-enable download'. The export will now be available to download.