CloudNine Discovery Portal - CloudNine LAW: Is there a way to send my processed data from CloudNine LAW to CloudNine Review?

CloudNine LAW - CloudNine Review Workflow

CloudNine Discovery Portal provides an easy-to-use workflow for transferring data processed in CloudNine LAW to CloudNine Review. 

Step 1: Choosing CloudNine LAW to CloudNine Review Workflow

Step 2: Select the CloudNine Review Case

Step 3: Select LAW Export

Step 4: Confirm & Upload

Step 1: Choosing CloudNine LAW to CloudNine Review Workflow

  1. Launch CloudNine Discovery Portal to access the Welcome (home) screen. 
  2. Under Select Data From: left-click to select CloudNine LAW. Under Review Data Using: CloudNine Review is selected by default. 
  3. With CloudNine LAW and CloudNine Review selected, click Continue

    LAWtoReviewWorkflow

  4. The login to CloudNine Discovery Portal prompt appears. Enter the Email Address and Password you have for CloudNine Review, then click Continue. The Verify your Identity prompt appears. Verify your identity using the two-factor authentication method you set up in CloudNine Review. 

CloudLogin      VerifyIdentity1

Step 2: Select the CloudNine Review Case

You are now on the Select a CloudNine Review Case screen. Here you will enter an Upload name and select the Case Name of the CloudNine Review Case (project) you wish to upload the data to. If the case does not already exist, you can create a temporary case through CloudNine Discovery Portal that is created in CloudNine Review when the data is received. 

Overview

Select an Existing CloudNine Review case

Create a CloudNine Review case

Overview

LAWtoReviewOverview-1

  1. Upload name (Required): The Upload name is used for reference to track the upload. The Upload name should be unique and should follow the naming policy you have in place. 
  2. Search Cases..: When you have a long list of CloudNine Review cases (projects) use this feature to locate the case quickly. Searches are fuzzy and will begin returning results as you enter characters. 
  3. Create Case: If the CloudNine Review case (project) doesn't exist you can create the case in CloudNine Discovery Portal. If a case is created in CloudNine Discovery Portal it is temporary. It is not created in CloudNine Review until the data is received by CloudNine Review. 
  4. Case Name: Lists the CloudNine Review cases (projects) you have administrative rights.
  5. Selected: A check mark indicates the case is selected. 
  6. Next: Advances you to the next screen, Select the LAW Export for Upload

Enter an Upload Name and Select Existing CloudNine Review Case

  1. On the Select CloudNine Review Case enter an Upload name
  2. Scroll or use the Search option to locate the existing CloudNine Review case (project). Left-click your mouse to select the case. The Case is highlighted and a checkmark appears under the Selected column. 
    LAWtoC9RUploadCase
  3. Click Next to advance to Step 3: Select the LAW Export for Upload.

👥You must have Admin rights to the CloudNine Review Case (Project) to load data. If you do not have Admin rights, the case does not appear in the Case Name list. 👥

Creating a New Case for CloudNine Review

If the case is not found in the Case Name list, and you have confirmed the case does not exist in CloudNine Review it is possible to create a new case (project) via CloudNine Discovery Portal. 

Before you create a CloudNine Review case in CloudNine Discovery Portal:

  • In CloudNine Review verify the case (project) does not already exist. 
    • You must have Admin rights to the CloudNine Review case (project) to load data. If you are not an Admin, the case will not appear in the Case Name list in CloudNine Review. 
  • Verify your user permissions for CloudNine Review. You must have Admin or User permissions in CloudNine Review to create a case (project) and load data via CloudNine Discovery Portal. 
  • Maintain the Case (project) naming policies you have implemented for CloudNine Review. 
  • When a CloudNine Review case is created via CloudNine Discovery Portal the case is temporary. The case is not created until the data is received by CloudNine Review. 
  1. On the Select a CloudNine Review Case screen, click the Create Case  createCase button at the top right corner. The Create New Case popup appears. 
  2. Under Case Name, type the desired name for the CloudNine Review project. The case name should follow the naming policies you have in place for CloludNine Review. 
  3. Review the default Time Zone, if the Time Zone is not correct use the drop-down to select the timezone for the project. 
    NewCaseLAWtoC9R
  4. Click Create. You are returned to the Select a CloudNine Review case, the case appears in italics and is selected by default. 
  5. Proceed by entering the Upload Name, verify the newly created Case is selected, then click Next to advance to Step 3:  Select the LAW Export for Upload.


    NewCaseLAWtoC9R2

⚠️When creating a CloudNine Review case in CloudNine Discovery Portal, the case is temporary. The case (project) is created when the data is received by CloudNine Review. At that time you will see the project in CloudNine Review. 

Step 3: Select the LAW Export for Upload

The CloudNine LAW to CloudNine Review workflow has been selected and you have entered an upload name and selected or created the CloudNine Review case (project) to load the data. You are now on the Select the LAW Export for Upload screen. 

LAWtoC9RSelectRoot

  1. Type or copy/paste the root folder of the LAW Export you wish to upload to CloudNine Review. The root folder should contain all images, text, natives, and corresponding load files for the LAW Export. The Browse... option may also be used to locate the data. 
  2. Once the root folder to the export is selected, click Next to advance to Step 4: Confirm & Upload

Step 4: Confirm & Upload

The Confirm & Upload screen is the final step in all CloudNine Discovery Portal's workflows. Here you can review your workflow selections, data, and CloudNine Review case (project) you wish to upload to. 

LAWtoC9RConfirmUpload

  1. Uploading From: Indicates the selected workflow, LAW Export, and the Export path. 
  2. Uploading To: The CloudNine application the data is going, the CloudNine Review case you are uploading to, and the Upload Name. 
  3. Notes & Comments: Add any notes about the project such as the expected number of records, images, text, and native files. 
  4. Import Notes: Notes in Notepad or any other text editor program may be imported. 
  5. Start Upload: Initializes the upload, then takes you to the Global Monitoring Console

Verify the information contained on the Confirm & Upload screen when you are ready, click the Start Upload option to initialize loading the data to CloudNine Review. 

The Global Monitoring Console shows the status of the upload, you receive a Completed status when the data completes upload to CloudNine Servers. You will receive a series of emails about the status as the data is imported to CloudNine Review. 

💡Consider using the File System - CloudNine Review workflow for self-service loading of the exported LAW data. See CloudNine Discovery Portal - CloudNine Review: How do I upload processed data (with load files) to CloudNine Review?