Migrating Markups
Migrate Markups Projects are a powerful tool available at the workspace level that helps Case Administrators ensure markup consistency between documents.
Technical Considerations
- Migrate Markups Projects use high-resource workers for execution.
- Execution takes place within the resource pool of the source workspace.
- New files are created for redacted documents in the destination workspace, preserving the source redacted files.
- Note: Blackout 5.1 enables the ability to perform migrations between documents within the same workspace.
Creating and Running a Migrate Markups Project
- Navigate to Blackout | Projects
- Click on Create New Project
- Select Migrate Markups from the available options
- Fill in the requried fields
| Source | Destination | ||
|---|---|---|---|
| Saved Search | The set of source documents that you want to match | Workspace | The workspace where the migrated markups will be placed |
| Markup Set | The markup set you want to migrate from the source workspace | Markup Set | The markup set in the destination workspace the markups will be applied to |
| Document Identifier Field | The field used to match documents from the source workspace | Document Identifier Field | The field used to match documents in the destination workspace |
- Click Create
- Then Click Run to execute the project
Reviewing Migration Results
The results page provides an overview of the Migrate Markups Project's outcome.
- [Destination Workspace] Documents Marked Up: Displays the count of destination workspace documents with markups migrated by the project. Click this area to navigate to the destination workspace to a List Search containing the successfully migrated documents.
- Markups Placed: Presents the total redactions placed in the destination workspace across all project runs.
- Document Warnings: Shows the count of document pairs requiring review from the most recent project run. Download a CSV with document IDs and issue descriptions.
- Source Docs Processed: Total number of documents in the source workspace's saved search during the run.
- Destination Docs Marked Up: Number of destination workspace documents marked up during the run.
Rerunning a Migration Project
Rerunning a completed Migrate Markups Project will do the following:
- Previously failed documents will be retried.
- New documents added to the Saved Search not previously run will be processed.
- Skipped documents are not reprocessed. They will remain flagged as skipped on re-run but you will need to revert the project and run again to reprocess skipped documents.
- Successfully processed documents with new markups since the last execution are not reprocessed.
Document Warnings
Blackout Migrate Markups Project identify specific conditions requiring administrator review:
- Document Skipped
- Source Document has no markups.
- Source Document maps to 0 destination docs.
- Documents with Failures
- Destination document type differs from source document type.
- Destination document is locked for production.
- Spreadsheet markups fail to apply to the destination document.
- Image count differs between source and destination documents.
- Source document contains an External Markup file and the destination document has existing markups.
Reverting a Migrate Markups Project
Clicking the Revert Button after a Migrate Markups Project has been ran will remove all markups placed by the project in the destination workspace, leaving markups in the source workspace intact.