There are three places that you can create an export from within Onna:
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From an entire source
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From a saved search
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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:
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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
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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.
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Advanced export - Choose this option if going for an eDiscovery export
When exporting an entire source, all document families are automatically included. You can leave the option Include document family turned off.
Once you've selected your desired option, click 'Configure'
If you have previously added cloud transfer credentials in Onna you will have the option to perform a manual download or cloud transfer.
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Enable the cloud transfer option to view additional fields for configuring your export to use a cloud transfer.
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Select the cloud transfer you would like to use.
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Enter an internal email address or an external email address to notify the user(s) when the cloud transfer has completed.
Note: Leaving the cloud transfer option off will generate the volumes where you could continue to manually download the export.
Check out the article on Cloud Transfer for more information on adding cloud transfer credentials.
The next screen lists all of the metadata available for export.
The first column, 'File metadata', lists all metadata fields commonly found for files.
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 + file, 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 the original file name, and choose whether it includes native files and/or text files (default: include). While exporting your information, you also have the option to Export both PDF and native files when available and include neighboring Slack conversations in your export. These files can also be affected by the Export using original file name option when it is selected.
The list of file types that Onna converts into PDF is EML, MSG, HTML, TXT, DOC, DOCX, RPT, RFT, PPT, PPTX, and CSV.
NOTE: A file is converted into PDF if its size is less than 10MB.
You can also choose the format of your load file and choose from
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dat
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csv
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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 page on the global menu on the left-hand side.
The export page has been redesigned to give you a better user experience on viewing the details and status of your export.
Clicking the export name on the Exports page will take you into a detailed view to show you its current status.
An ellipse button has an option to view your configurations that you set for this export. The export will show you while it's in progress and when it's ready to download. You can also delete old exports from the Exports page.
To download an export click on the title link below Volumes to begin the export.
To download an export, click on the title link below Volumes. The link to begin the export download is valid for 1 hour. After 1 hour, the link to download an export will expire. If you need to access the export at a later time, click on the export title & select 'Re-enable download'. This will generate a new link to download the export.
