Advanced

Click on the Advanced option to expand the section. Options here enable you to:

• Manage data realignment

• Configure bulk import / export

• Configure health checks

• Manage corpus status

Data Realignment

1. Click Advanced > Data Realignment.
   The Data Realignment page appears.

   Open

   

2. Realign data by user: Enables you to transfer data objects from one user to another.

   1. Use the From field to select the user from whom you want to transfer objects.

   2. Use the To field to select the user to whom the objects must be transferred.

   3. Click Preview to download a Microsoft Excel file showing all the objects mapped from the user you selected in the From field, above.
      The downloaded XLS file contains the following fields:

      1. UID: The UID of the compliance object.

      2. Title: The title of the object.

      3. From Owner: This field is empty, and not used for the current process.

      4. To Owner: This field is empty, and not used for the current process.

      5. From MD: The current master data ID.

      6. To MD: The master data ID to which the objects must be mapped.

      7. Update: Set to True for objects that should be transferred.

      8. Delete: Set to True for objects that should be deleted.

3. By default, all objects mapped to the master data are transferred. Edit the file for more granular control on the migration process.

4. Return to the Data Realignment page and click Upload.
   The Realign Master Data page appears.

   Open

   

    

    

5. Drag and drop the updated Data Realignment Preview file on to the field provided.

6. Click Upload to close the modal and remap the master data.

Bulk Import/Export

1. Click Advanced > Bulk Import/Export.

2. Click the Bulk Data tab.

3. Click Download Template to download a Microsoft Excel file containing the template used for importing/exporting Regology data.

    

4. Click Import for the Import Onboarding Data modal to appear.

    

5. Select the updated onboarding data file in the field provided.

6. Click Upload to close the modal and update the Regology data.

7. Click Export to download the current Regology data.

8. Click the Configuration tab.

9. Click Import to display the Import Configuration modal.

10. Drag and drop the updated configuration file in the field provided.

11. Click Upload to close the modal and update the configuration.

12. Click Export to download the current configuration.

13. Click the Compliance Objects tab.

14. From the list provided, select the objects that you would like to export.

15. Click Export to download a Microsoft Excel file containing the details of the selected compliance objects.

Health Checks

1. Click Advanced > Health Checks. The System Health Checks page appears.

    

   1. Click on Edit button to edit.

Corpus Status

1. Click Advanced > Corpus Status. The Corpus Status page appears.

   The Corpus Status page displays the Corpus ID, Name, Jurisdiction, Type, Last Updated, Planned Next Update, SLA, and Subscribed Status for all your repositories.

2. Use the Subscribed only toggle to access only subscribed repositories.