Early Data Analyzer Web User Guide

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1 Early Data Analyzer Web User Guide Early Data Analyzer, Version 1.4 About Early Data Analyzer Web Getting Started Installing Early Data Analyzer Web Opening a Case About the Case Dashboard Filtering Tagging Searching Customizing the Views Administrating Early Data Analyzer Web

2 Early Data Analyzer Web User Guide No part of this work may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage or retrieval system, without permission. While the information contained herein is believed to be accurate, this work is provided "as is," without warranty of any kind. The information contained in this work does not constitute, and is not intended as, legal advice. LexisNexis and the Knowledge Burst logo are registered trademarks of Reed Elsevier Inc., used under license. LAW PreDiscovery is a registered trademark of LexisNexis, a division of Reed Elsevier Inc. Other products or services may be trademarks or registered trademarks of their respective companies. LAW PreDiscovery Concordance CaseMap LexisNexis Early Data Analyzer LexisNexis Early Data Analyzer Version: Early Data Analyzer Release Date: July 23, 2013

3 Contents 3 Table of Contents Chapter 1 Early Data Analyzer Web 5 1 About... EDA Web 5 2 Getting... Started 6 Logging on to EDA... Web 6 Changing Your... Password 8 Navigating EDA... Web 10 Modifying Your... User Information Installing EDA Web System Requirements Installing EDA... Web 25 Troubleshooting... EDA Web Errors Using EDA Web Opening a Case About the Case... Dashboard 45 Filtering Tagging Searching About Searching Running Searches Performing... Search Analysis 150 About Search... Operators 157 Customizing... the Tabs Administrating... EDA Web 166 About the Admin... Dashboard 166 About EDA Web... Security 167 Adding Users Assigning Users... to Cases 175 Editing Users Deleting Users Using Active... Directory 184 Index 188 3

4 Early Data Analyzer Web User Guide Early Data Analyzer Web Chapter 1

5 Early Data Analyzer Web 5 Early Data Analyzer Web About EDA Web Early Data Analyzer Web is a Web application designed to allow early viewing and editing of filter and search decisions for cases. It is also designed for easy access from local or geographically dispersed teams, without the need for end-user machine installed components. Early Data Analyzer Web functionality includes: Viewing documents associated with filters Editing filter status Creating, editing, and deleting date range filters Analyzing filters Viewing documents associated with saved search results Creating, editing, deleting, and running saved searches Editing saved search options Analyzing search queries Creating, editing, and deleting tags Applying group tags or individual document tags Early Data Analyzer Web user administration Related Topics About Early Data Analyzer Web Opening a Case About the Case Dashboard Filtering Analyzing Filter Results Tagging About Searching Running Searches

6 6 LAW PreDiscovery Performing Search Analysis About Search Operators Customizing the Tabs About the Admin Dashboard Getting Started Logging on to EDA Web To log on to Early Data Analyzer Web, you will need the URL for the Early Data Analyzer Web application, and, depending on the type of user account set up for you, your Early Data Analyzer Web or network user name and password. To log on to Early Data Analyzer Web 1. Open Early Data Analyzer Web. 2. In the Username field, type your Early Data Analyzer Web user name. If your administrator or user account is enabled for Active Directory logon, in the Username field, type your network user name. 3. In the Password field, type your Early Data Analyzer Web password. If your administrator or user account is enabled for Active Directory logon, in the Password field, type your network password. For Early Data Analyzer Web user accounts, if you forget your password and attempt to log on incorrectly five times within a ten minute period, your user account will be locked and the following message is displayed: Login was unsuccessful. The user account is locked, please contact the site administrator to unlock this account. By default, when a user account is locked for this reason, the user account will automatically be unlocked after 60 minutes. To unlock your account, you can contact the site administrator to unlock the account, or wait 60 minutes. This note does not apply to Active Directory user accounts.

7 Early Data Analyzer Web 7 4. Click the Log On button. Clicking the Log On button opens the Early Data Analyzer Web Home page. If your account was set up to have you change your password the next time you log on, clicking the Log On button opens the Change Password page. 5. In the Current password field, type your current Early Data Analyzer Web password. 6. In the New password field, type your new Early Data Analyzer Web password. Password requirements: Must be at least 8 characters, including spaces Cannot exceed 128 characters Must contain one number Must contain one special character Special characters include: ` # $ % ^ & * ( ) - _ + = [ ] { } \ / : ; " '< >,.? Must not be the same as your previous password Must not contain your user name or address 7. In the Confirm new password field, type your new Early Data Analyzer Web password again. 8. Click the Change Password button. Clicking the Change Password button saves your password changes and the Your password has been changed successfully. message is displayed. To log off Early Data Analyzer Web Click the [Log Off] link next to your [user name] link. Clicking the [Log Off] link logs you out of Early Data Analyzer Web and opens the Early Data Analyzer Web Log On page. Related Topics About Early Data Analyzer Web Changing Your Password Navigating EDA Web

8 8 LAW PreDiscovery Modifying Your User Information Opening a Case About the Case Dashboard Filtering Analyzing Filter Results Tagging About Searching Running Searches Performing Search Analysis About Search Operators Customizing the Tabs Changing Your Password You can change your password on the User Profile page. You can also modify your first and last names and address on the User Profile page, but you cannot modify your Early Data Analyzer Web user name. You can access the User Profile page by clicking your [user name] link next to the [Log Off] link on the Early Data Analyzer Web bar from any page in Early Data Analyzer Web, excluding the Administration module. If your administrator or user account is enabled for Active Directory logon, you can only view your account information on the User Profile page. You cannot change your account properties or passwords in Early Data Analyzer Web. If your Early Data Analyzer Web password has expired, contact your network administrator. When an Early Data Analyzer Web administrator or user account uses an Active Directory logon, the account's password expiration is managed by Active Directory's policy, and must be changed in Microsoft Windows before it will be accepted in Early Data Analyzer Web. Once a password is changed in Microsoft Windows, it may take up to 15 minutes for the new password to propagate across Active Directory, so there may be a waiting period before you can successfully log on to Early Data Analyzer Web with the new password.

9 Early Data Analyzer Web 9 To change your password 1. Open Early Data Analyzer Web. 2. On the Early Data Analyzer Web bar, click your [user name] link next to the [Log Off] link. If you are an Early Data Analyzer Web administrator, the [user name] link is next to the [Administration] link. Clicking your user name link opens the User Profile page. 3. In the Current password field, type your current Early Data Analyzer Web password. 4. In the New password field, type your new Early Data Analyzer Web password. Password requirements: Must be at least 8 characters, including spaces Cannot exceed 128 characters Must contain one number Must contain one special character Special characters include: ` # $ % ^ & * ( ) - _ + = [ ] { } \ / : ; " '< >,.? Must not be the same as your previous password Must not contain your user name or address 5. In the Confirm new password field, type your new Early Data Analyzer Web password again. 6. Click the Save Changes button. Clicking the Save Changes button saves your new password and the Profile and password successfully updated message is displayed.

10 10 LAW PreDiscovery Related Topics About Early Data Analyzer Web Logging on to EDA Web Navigating EDA Web Modifying Your User Information Opening a Case About the Case Dashboard Filtering Analyzing Filter Results Tagging About Searching Running Searches Performing Search Analysis About Search Operators Customizing the Tabs Navigating EDA Web Early Data Analyzer Web consists of three modules: Administration Case Manager Case Home Page When you log on to Early Data Analyzer Web, the Early Data Analyzer Web Home page is displayed.

11 Early Data Analyzer Web 11 Early Data Analyzer Web Bar The Early Data Analyzer Web bar is displayed at the top of every page in Early Data Analyzer Web. Use the Early Data Analyzer Web bar to navigate between the Case Manager, Case, and Administration modules. The Early Data Analyzer Web bar also contains the [Log Off] link for logging off Early Data Analyzer Web, the [user name] link for changing your password and modifying some of your user settings, and the Help icon, PreDiscovery Answer Center., for opening the LAW For more information, see Logging on to Early Data Analyzer Web, Changing Your Password, and Modifying Your User Information. Until a case is opened, only the Home and Case Manager tabs, and if you are an administrator, the Administration tab, are displayed on the Early Data Analyzer Web bar. Once a case is opened, a tab containing the case name is displayed next to the Case Manager tab. The Administration module is only available to Early Data Analyzer Web administrators. Unless you are logged on as an administrator, you will not see the [Administration] link next

12 12 LAW PreDiscovery to the [Log Off] link on the Early Data Analyzer Web bar. Clicking the Administration link opens the Administration module. Early Data Analyzer Web Footer The Early Data Analyzer Web footer is displayed at the bottom of every page in Early Data Analyzer Web. The footer contains links to the LexisNexis copyright information and Early Data Analyzer Web Version Information page. The Early Data Analyzer database's work status is also displayed on in the footer. To view the Early Data Analyzer Web version information On the Early Data Analyzer Web footer, click the Version [version number] link. Clicking the Version [version number] link opens the Version Information page. The Version Information page also includes the Release Notes button. Clicking the Release Notes button opens the Release Notes topic in the LAW PreDiscovery Answer Center. Early Data Analyzer Web Location Bar The location bar in Early Data Analyzer Web is the green bar located in the upper-left corner of the application. The location bar indicates the module, view, or case you are currently

13 Early Data Analyzer Web 13 viewing. When you are on the Home page, Home is displayed on the location bar. When you are in the Administration module, Administration is displayed on the location bar. When you are in the Case Manager module, Case Manager is displayed on the location bar. When you are in the case module, the name of the case is displayed on the location bar. When you are viewing the Early Data Analyzer Web version information, Version is displayed on the location bar. Administration Module The Administration module is only available to Early Data Analyzer Web administrators. Administrators and standards users are created and managed in the Administration module. Standard users are also assigned to an Early Data Analyzer client and individual cases in the Administration module. The Administration module is accessed by clicking the [Administration] link next to the [Log Off] link on the Early Data Analyzer Web bar from anywhere in Early Data Analyzer Web. Clicking the [Administration] link opens the Administration Dashboard page. For more information about the Administration Dashboard page, see About the Administration Dashboard. Navigating in the Administration module In the Administration module, navigation is done using the ACCOUNTS and CLIENTS panel links or the breadcrumb trail links at top of page. The ACCOUNTS and CLIENTS panel is available on every page in the Administration module. The ACCOUNTS and CLIENTS contains

14 14 LAW PreDiscovery quick links to the Manage Administrators, Manage Users, Settings, and Clients pages. You can also go directly to the [client name] page for a specific client by clicking the client name link on the The ACCOUNTS and CLIENTS panel. The letter and All links under CLIENTS are used to determine how clients are listed on the the ACCOUNTS and CLIENTS panel. When you click a letter link, only links to the clients with client names beginning with the selected letter are displayed under CLIENTS. When you click the All link, links to all the clients are displayed on the the the ACCOUNTS and CLIENTS panel. The breadcrumb trail contains links to each page on the path to the page currently displayed. Sorting Data in the Administration Module Wherever data is listed in a table in the Administration module you can sort the data by a specific column in ascending or descending order. A small black arrow or is displayed in the column the table data is currently sorted by, and direction of the arrow indicates whether the data is sorted in ascending or descending order. The up arrow,, indicates ascending order and the down arrow,, indicates descending order. To change the column used to sort the data, click the column header for the column you want to use. To change the sort order, click the column header again.

15 Early Data Analyzer Web 15 Returning to the Home Page To return to the Early Data Analyzer Web Home page from within the Administration module, click the Home link in the breadcrumb trail or click the [Return to main site] link in the Early Data Analyzer Web bar. Case Manager Module The Case Manager module contains the list of cases the current user is assigned to. For administrators, all cases in the Early Data Analyzer database associated with Early Data Analyzer Web are displayed in the Case Manager module. Cases are opened in Early Data Analyzer Web by clicking the case name link in the Name column in the Case Manager module. To access the Case Manager module, click the Case Manager tab on the Early Data Analyzer Web bar. You can sort the case list by a specific column in ascending or descending order, by clicking the column header for the column you want to use. To change the sort order, click the column header again.

16 16 LAW PreDiscovery Case Module When a case is opened in Early Data Analyzer Web, the case is opened in the Case module. The Case module contains Dashboard, Filters, and Search tabs with similar functionality to the same tabs in Early Data Analyzer. For more information about opening a case, see Opening a Case. The case name for currently opened case is displayed to the left of the Dashboard tab and on the Case module tab on the Early Data Analyzer Web bar next to the Case Manager tab. Case Dashboard The Case Dashboard is located on the Dashboard tab in the Case module. The Case Dashboard provides a summary of case metrics and other information for the case currently opened in Early Data Analyzer Web. For more information, see About the Case Dashboard.

17 Early Data Analyzer Web 17 Filters Tab The Filters view is used to selectively remove files from the result set. The remaining subset of documents are those from original source content that have the highest likelihood of being relevant to the case. Documents are only filtered if they unambiguously meet the criteria you specify. For example, if you apply a date range filter and Early Data Analyzer Web finds a file that does not contain any date metadata, the file will not be filtered. For more information, see Filtering.

18 18 LAW PreDiscovery Filter Analysis Tab The Filter Analysis tab is available for the File Type Filter, Sender Domain Filter, and Language Filter in Early Data Analyzer Web. The Filter Analysis tab displays the filters currently designated as "Not Decided". Filters are designated as "Not Decided" when neither the Include or Exclude check box or button is selected for a filter. Once the Include or Exclude check box or button is selected for a filter, the filter is automatically removed from the Filter Analysis tab. The Filter Analysis tab helps you quickly determine, based on the current filter decisions, which filters currently have the most impact on the case. For more information, see Analyzing Filter Results. Search Tab In Early Data Analyzer Web, you can use the Search tab to search the filtered case records that have been imported into the case in Early Data Analyzer. Search is only performed on the filtered records for a case. For example, if a case contains 3,000 records, but after filtering the records there are only 500 records, a search query is only run against the 500 remaining case records. Early Data Analyzer Web allows you to quickly search case data because Early Data Analyzer

19 Early Data Analyzer Web 19 automatically creates a comprehensive index during the import process. You can search and locate all instances or "hits" of your search terms in in the filtered case records. For more information, see About Searching. Related Topics About Early Data Analyzer Web Logging on to EDA Web Changing Your Password Modifying Your User Information Opening a Case About the Case Dashboard

20 20 LAW PreDiscovery Filtering Analyzing Filter Results Tagging About Searching Running Searches Performing Search Analysis About Search Operators Customizing the Tabs Modifying Your User Information You can modify your first and last names, address, and password on the User Profile page, but you cannot modify your Early Data Analyzer Web user name. You can access the User Profile page by clicking your [user name] link next to the [Log Off] link on the Early Data Analyzer Web bar from any page in Early Data Analyzer Web, excluding the Administration module. For more information about changing your password, see Changing Your Password. If your administrator or user account is enabled for Active Directory logon, you can only view your account information on the User Profile page. You cannot change your account properties or passwords in Early Data Analyzer Web. If your Early Data Analyzer Web password has expired, contact your network administrator. When an Early Data Analyzer Web administrator or user account uses an Active Directory logon, the account's password expiration is managed by Active Directory's policy, and must be changed in Microsoft Windows before it will be accepted in Early Data Analyzer Web. Once a password is changed in Microsoft Windows, it may take up to 15 minutes for the new password to propagate across Active Directory, so there may be a waiting period before you can successfully log on to Early Data Analyzer Web with the new password. To edit your user information 1. Open Early Data Analyzer Web. 2. On the Early Data Analyzer Web bar, click your [user name] link next to the [Log Off]

21 Early Data Analyzer Web 21 link. If you are an Early Data Analyzer Web administrator, the [user name] link is next to the [Administration] link. Clicking your user name link opens the User Profile page. 3. Make the necessary changes. 4. Click the Save Changes button. Clicking the Save Changes button saves your new password and the Profile and password successfully updated message is displayed. Related Topics About Early Data Analyzer Web Logging on to EDA Web Changing Your Password Navigating EDA Web Opening a Case About the Case Dashboard Filtering Analyzing Filter Results

22 22 LAW PreDiscovery Tagging About Searching Running Searches Performing Search Analysis About Search Operators Customizing the Tabs Installing EDA Web System Requirements Early Data Analyzer Web requires a Web server for hosting the Early Data Analyzer Web application's Web site. The Web site uses the WISA stack, which consists of the following operating system, applications, and framework: Microsoft Windows Server 2008 R2 (64-bit) IIS 7.5 IIS 7.5 is included in Windows Server You will need to add a Web Server role with ASP.net, and security is ASP.net Forms Auth. Microsoft SQL Server 2008 R2 SP3 or later (Express or full version) Or Microsoft SQL Server 2012 (Express or full version) Microsoft SQL Server Express version 2008 R2 SP3 and version 2012 are limited to 10 GB total database size. ASP.NET (.net 4, MVC 3) Web Server Relationship to Other Early Data Analyzer Components It is best practice to have the Early Data Analyzer Web application's Web site be on a server specifically used for hosting Web sites and to not have any other Early Data Analyzer components running on the same server. The Early Data Analyzer Web application's Web site connects to a Management Store database and the case databases located on other server(s) and to the home directories of the cases. Communication with the other Early Data Analyzer components is achieved through the Management Store database and the case databases. For example, submitting searches to be run through the service. All Early Data Analyzer components need to be at compatible levels of the code libraries and database schemas. The Early Data Analyzer Web install is compatible with Early Data Analyzer version 1.3 or later.

23 Early Data Analyzer Web 23 Web Site Security To ensure that the Early Data Analyzer Web application's Web site is secure, it is important to configure the Web server with appropriate accounts and settings. This includes proper Windows Server security and account setup, proper IIS security and account setup, use of HTTPS for the Web site, and proper SQL Server security and accounts. In addition, user accounts set up in the Early Data Analyzer Web application must be done correctly for the appropriate access needed by individual users. Using HTTPS is essential for the Web site's security. To ensure cookies are HTTP-only and secure when settings up HTTPS, do the following: 1. Add the following information to the web.config file in the <system.web>: <httpcookies httponlycookies="true" requiressl="true" /> 2. Set the IIS Forms Authentication to require SSL: 1. In the Internet Information Services (IIS) Manager, select IIS Authentication. 2. Right-click Forms Authentication, and then select Edit. 3. Select the Requires SSL check box. 4. Click OK to save your changes. For the configuration of the server components, it is highly recommended that you consult with your IT resource(s). Naturally, if the Web site is expected to be public facing on the Internet rather than simply internal on an intranet, then your security setup should be of greater concern. Early Data Analyzer Web Accounts Early Data Analyzer Web user accounts and their role(s) determine a user's permissions in Early Data Analyzer Web. There are currently two roles available for users accounts in Early Data Analyzer Web: Administrator - The administrator is an account for managing all user accounts and has the ability to create, update, and delete users, reset passwords, and assign users to cases. They may also create and manage other administrator accounts. Administrator accounts have access to all cases. The administrator account should be used only for the staff that require this high level of access to manage other users. User - The standard user account has access only to the cases that they have been assigned to. When a standard user is created, the user can be granted full access or read-only access to the cases they are assigned to. A standard user account with full access can apply filters, create and run searches, perform filter and search analysis, and create and apply tags in the assigned cases. Users with read-only access can only view case data in Early Data Analyzer Web, and they cannot access the Filter Analysis tab in Early Data Analyzer.

24 24 LAW PreDiscovery To manage users and case assignments, Early Data Analyzer Web uses clients for grouping. When a case is created in Early Data Analyzer, a client is one of the properties of the case. Clients are assigned to cases in Early Data Analyzer on the General tab in the New Case Settings or Edit Case Settings dialog box. To assign a user to a case in Early Data Analyzer Web, the user must first be assigned to a client. Once a user is assigned to a client, the user can be assigned to any cases associated with the client. Users can only be given access to cases that are also associated with the same client as their user account. Access to each case is explicit and must be configured for each user as is appropriate. In Early Data Analyzer Web, users are assigned to clients on the Create User, Edit [administrator name] page, or Add Users: [client name] page. Users are assigned to cases on the Edit [user name] or Edit Case Users: [case name] page. Supported Client Browsers The Early Data Analyzer Web application's Web site was designed with modern browsers in mind. Early Data Analyzer Web supports the following internet browsers: Microsoft Internet Explorer version 9 or later Google Chrome version 25 or later Mozilla Firefox version 19 or later Cookies are required and JavaScript must be enabled. If you are using Microsoft Internet Explorer, running Internet Explorer in compatibility mode can cause display issues in Early Data Analyzer Web, such as features not aligning correctly in the user interface or the text in the green location bar is extremely small. If you are experiencing these issues, please confirm Internet Explorer is not running in compatibility mode: 1. On the Tools menu, click Compatibility View Settings. 2. Make sure the Early Data Analyzer Web application's Web site is not listed in the Websites you've added to Compatibility View box. 3. Make sure the following two check boxes are not selected. Display intranet sites in Compatibility View Display all websites in Compatibility View 4. Click the Close button.

25 Early Data Analyzer Web 25 Related Topics Installing Early Data Analyzer Web Troubleshooting EDA Web Errors Logging on to EDA Web Changing Your Password Navigating EDA Web About the Admin Dashboard About EDA Web Security Adding Users Assigning Users to Cases Editing Users Deleting Users Using Active Directory Installing EDA Web This topic provides the steps required to setup Early Data Analyzer Web. These instructions assume that you are installing to a computer that meets or exceeds the system requirements of Early Data Analyzer Web. The first time you install Early Data Analyzer Web on a computer, you run the full program installer. The full program installer can be downloaded from LexisNexis, and is also distributed by removable media, such as a DVD or compact disc. After first-time installation is complete, future releases may be applied by downloading and running the smaller update executables. Early Data Analyzer Web is intended for 64-bit systems only. It is not intended for 32-bit systems. Once the installation is completed, you will need to configure the database settings and create the initial administrator account in Early Data Analyzer Web using the Early Data Analyzer Web Configuration Utility. The database settings determine which Early Data Analyzer database and cases are available in Early Data Analyzer Web. Administrators in Early Data Analyzer Web can

26 26 LAW PreDiscovery create other users, including administrators, and assign users to Early Data Analyzer clients and cases from within Early Data Analyzer Web. For more information, see: Adding Users and Assigning Users to Cases. To install Early Data Analyzer Web 1. Run the installation executable file. The Welcome dialog box opens. If you are upgrading Early Data Analyzer Web version 1.3.x to 1.4.x, the upgrade will result in the removal of the existing IIS site and application pool. If you changed the settings since the initial installation, you will need to either: 1. Perform a backup of the settings, install version 1.4.x, and then restore the previous settings. OR 2. Install version 1.4.x and then manually change the settings as needed. If you are upgrading Early Data Analyzer Web from version 1.3.x to 1.4.x, clicking Next opens the following dialog box:

27 Early Data Analyzer Web 27 Click Yes to proceed with the installation or click No to cancel the installation. 2. Click Next. Clicking Next opens the Destination Folder dialog box. The default folder for Early Data Analyzer Web is <SysDrive>:\<inetpub>\wwwroot\EdaWeb. 3. To change the destination location, click the Change button and choose a different

28 28 LAW PreDiscovery directory. 4. Click Next. Clicking Next opens the IIS Application Configuration dialog box. The IIS Application Configuration dialog box is used to configure specific details of the IIS site to be created. 5. In the Port Number field, type the port number to be mapped to the ISS application. The Port Number field defaults to 80. The default value, 80, may conflict with the default IIS site configuration. The Application Pool Identity is the identity that the IIS application will run as. 6. Select of the following options: Default Application Pool Identity The Default Application Pool Identity option uses the default user set up when IIS was initially configured. This default user usually has rights on the local system but not on a network. The Default Application Pool Identity option should only be used if the Early Data Analyzer data will be hosted locally on the same server where Early Data Analyzer Web is installed. Specific User The Specific User option allows Early Data Analyzer Web to be run under a specific user account. This option should be used when Early Data Analyzer Web will require access to data stored on a network resource. The user specified should also have access to the data location for Early Data Analyzer. If you selected the Specific User option, in the User name and Password fields,

29 Early Data Analyzer Web 29 type the user name and password for the user with access to the domain and network containing the Early Data Analyzer data. Click the Validate User button. The Validate User button confirms the user credentials for the domain, not the user's network access to Early Data Analyzer resources. 7. Click Next. Clicking Next opens the Ready to Install the Program dialog box. 8. Click Install. After Early Data Analyzer Web is installed, you will need to configure the database settings and create the initial administrator account in Early Data Analyzer Web using the Early Data Analyzer Web Configuration Utility. To configure Early Data Analyzer Web The Early Data Analyzer Web Configuration Utility is used to setup the management store and the initial administrator for Early Data Analyzer Web after installation. The Early Data Analyzer Web installation adds the utility to the LAW PreDiscovery programs location and it can be accessed from the Start Menu. The utility can be run at any time to configure the Management Database, but will only create the initial administrator if there are no other administrators in the Management Database.

30 30 LAW PreDiscovery 1. Run the utility executable file. By default, the Early Data Analyzer Web Configuration Utility LexisNexis.EdaWeb.ConfigUtility.exe executable file is installed in the...\program Files (x86)\lexisnexis\edanalyzerwebconfig directory. The Management Database Configuration dialog box opens. 2. In the Server field, enter the computer name of the Early Data Analyzer database server followed by the name of the instance of SQL Server, for example: MyServerComputer\SQLEXPRESS The server name and instance name are not case-sensitive. A server name of localhost may be used if SQL Server is running on the same computer where the Early Data Analyzer cases are created. 3. In the Database field, type the Early Data Analyzer database containing the cases and clients Early Data Analyzer Web will be accessing. The User Windows Authentication check box and the Login and Passwords fields provide security credentials to the database server. The supplied credentials or user account must have the SQL Server dbcreate permission enabled for it.

31 Early Data Analyzer Web Determine whether Windows authentication (recommended) or SQL Server authentication is used to connect to the database server. If you want to user Windows authentication, select the Use Windows Authentication check box. When you select the Use Windows Authentication check box, your current Windows login is used as the credentials for connecting to SQL Server. If you want to use SQL Server authentication, in the Login and Password fields, type the user name and password associated with a user account managed by SQL Server. The Login and Password fields are only enabled if the Use Windows Authentication check box is not selected. By default user name in the Login field is law_user, and the default password is law32user. The user name is not case sensitive. 5. Click the Test Connection button to test the connection to SQL Server. A message box indicates whether the connection succeeded. If the connection attempt failed, then review what you entered in the Server field. The syntax is: ServerComputerName\SqlInstanceName. If after reviewing the syntax and values used in the Server field, the connection still fails, contact your database administrator. 6. If you are using a temporary license to access Early Data Analyzer Web, in the Serial field, enter the serial number for the temporary license. If you are not using a temporary license, leave the Serial field blank. 7. Click Next. Clicking Next opens the Create Administrator dialog box. If the configuration file cannot be located, the Early Data Analyzer Web Configuration Utility will prompt you for the web.config file. (The web.config file should be located in the root of the installation folder, example: C:\inetpub\wwwroot\Early Data Analyzer Web\web.config)

32 32 LAW PreDiscovery If this is the first time running the Early Data Analyzer Web Configuration Utility, the you will be prompted to input information to create the initial administrator for Early Data Analyzer Web. All fields in the Create Administrator dialog box are required and the password must meet the password requirements for Early Data Analyzer Web. 8. In the First name field, type the administrator's first name. 9. In the Last name field, type the administrator's last name. 10. In the User name field, type the administrator's user name for logging on to Early Data Analyzer Web. 11. In the Address field, type the administrator's address. 12. In the Password field, type the administrator's Early Data Analyzer Web password. Password requirements: Must be at least 8 characters, including spaces Cannot exceed 150 characters Must contain one number Must contain one special character Special characters include: ` # $ % ^ & * ( ) - _ + = [ ] { } \ / : ; " '< >,.?

33 Early Data Analyzer Web 33 Must not be the same as your previous password Must not contain your user name or address 13. In the Confirm Password field, type the administrator's Early Data Analyzer Web password again. 14. Click Next. Clicking Next opens the Summary dialog box. 15. Review the Early Data Analyzer Web configuration and administrator information. If you need to edit any of the settings, click the Previous button, and make the applicable changes. 16. Click Finish. Clicking Finish adds the database settings to Early Data Analyzer Web and if no administrators have been created yet for Early Data Analyzer Web, the initial administrator is created in Early Data Analyzer Web. Additional steps for setting up Early Data Analyzer Web

34 34 LAW PreDiscovery Once the Early Data Analyzer Web installation and configuration is completed, perform the following tasks to finish setting up Early Data Analyzer Web: Set up HTTPS for the Early Data Analyzer Web site This task is a requirement to ensure the security of the cases and of user credentials. It is highly recommended to have IIS only serve Early Data Analyzer Web using HTTPS. This can be configured in Internet information Services Manager (Start > Run > inetmgr). 1. Configure the site bindings for https. If your organization has a certificate already setup with a certificate authority you can use that. Alternatively, if you are hosting internally and do not have a certificate with an authority, you can setup a machine certificate. It is recommended to check with your IT or security team to determine the appropriate certificate to use. 2. Configure IIS SSL settings to require SSL. From Internet information Services Manager (Start > Run > inetmgr), select SSL Settings for the Early Data Analyzer Web site and select the Require SSL check box.

35 Early Data Analyzer Web 35 In addition, the cookies should be setup to be httponly and Secure. 3. Edit the web.config file and add the line below to the <system.web> section <httpcookies httponlycookies="true" requiressl="true" /> After editing the web.config file, the Forms Authentication for the site has a setting for SSL cookies that overrides the web.config setting and needs to be changed. 4. From Internet information Services Manager (Start > Run > inetmgr), select the IIS Authentication for the Early Data Analyzer Web site. Edit the Forms Authentication and select the Requires SSL check box.

36 36 LAW PreDiscovery Configure permissions for error logging The App_Data\XML_Logs directory must have its permissions changed to allow read/write access to it by the account that was configured for the application pool of Early Data Analyzer Web. Information About Error Handling Early Data Analyzer Web is configured to use IIS httperrors for friendly error page redirection and to use ELMAH for error logging and display. As indicated, the App_Data\XML_Logs directory must have permissions changed to allow read/write access to it by the account that was configured for the application pool of Early Data Analyzer Web. As configured, the ELMAH logs can be viewed by a browser running local on the Web server by the following url: The ELMAH url presents the error logs in a nicely formatted html display. You may also view the error files in their raw xml format by navigating to the App_Data\XML_Logs

37 Early Data Analyzer Web 37 directory under the Web site with Microsoft Windows Explorer. Each error is recorded in its own.xml file. Although it is possible to re-configure ELMAH to allow remote viewing of the error logs, it is highly recommended for security reason to keep viewing restricted to local access only. Resolve conflicts in IIS installation Installing to a new IIS installation will likely have the default Web site using the same ports that Early Data Analyzer Web is setup to use. This, or conflicts with other sites hosted in the same server, will need to be resolved. For example, Early Data Analyzer Web may need to be started and the default Web site in IIS may need to be stopped. Related Topics System Requirements Troubleshooting EDA Web Errors Logging on to EDA Web Changing Your Password Navigating EDA Web About the Admin Dashboard About EDA Web Security Adding Users Assigning Users to Cases Editing Users Deleting Users Using Active Directory

38 38 LAW PreDiscovery Troubleshooting EDA Web Errors This topic contains some of the common errors and their associated resolutions that can occur while setting up and accessing Early Data Analyzer Web. Common Error Messages: The TimeZoneOffset field is required Error Message Login was unsuccessful. The TimeZoneOffset field is required. Possible Causes 1. Internet Explorer running in compatibility mode. 2. Javascript not enabled for browser. 3. Cookies not enabled for browser. Resolutions For cause 1: 1. Turn off compatibility mode in Internet Explorer (Tools menu > Compatibility View Settings). 2. Ensure that the site is NOT listed in the sites for compatibility view AND the make sure the following 2 checkboxes at the bottom are NOT selected. Display intranet sites in Compatibility View Display all websites in Compatibility View For cause 2 and 3: Confirm security settings of browser, and ensure javascript and cookies are enabled. Unable to authorize application on license server

39 Early Data Analyzer Web 39 Error Message Login was unsuccessful. Unable to authorize application on license server Possible Causes 1. License server setting incorrect. 2. License server has been changed. Resolution Restart IIS Service: 1. Start > run > services.msc 2. Stop the World Wide Web publishing Service 3. Start the World Wide Web publishing Service If problem still persists, confirm the current license server setting is pointing to the expected server. From SQL Server Management Studio, connect to the SQL Server and database that is being used for the EDA Management Store (ie (local).eda Management). If you are not sure of the current Management Store, either the web.config can be checked looking at the EDA_ManagementConnectionString or the Early Data Analyzer Web Configuration Utility can be used to confirm. View the settings in the EDA Management db within the table dbo.edasharedproperties. The name of the setting is LicenseServer and the value column contains the server name. If making changes to the settings in the database, the IIS service must be restarted on the Web server to pick up the change. This requires an IIS Service restart and not just a restart of the Web site. If the license server setting is correct, then it may be that the license server is not operating properly (possible restart required of the license server) or that the recent value change and the Web application are still trying to use the old value. The Early Data Analyzer Web application will check the license server setting automatically once each day (processing the first request after midnight). Restarting the IIS service will force the Web application to check the server setting on application start. No licenses available

40 40 LAW PreDiscovery Error Message Login was unsuccessful No licenses available Possible Causes 1. Installed LAW PreDiscovery version is older than version Licenses are not refreshed. 3. All Early Data Analyzer Web licenses are already in use. Resolutions 1. Confirm LAW PreDiscovery version or later is being used. This is the minimum version required since this is the first version to support Early Data Analyzer Web. 2. Refresh licenses and confirm Early Data Analyzer Web licenses are listed. From Law Profile Manager select File> Refresh License From Internet. After refresh complete, click the Advanced button and look at the licenses for the key(s). Confirm the ED Analyzer: Web User shows the expected number of licenses. 3. If some users are able or have been able to connect then it is possible that the number of licenses purchased does not match current usage needs. Current licenses in use can be confirmed from the Law Profile Manager. Click the Advanced button and look at the licenses for the key(s). Then confirm the ED Analyzer: Web User license shows the expected number of free licenses and licenses that are in use. The user account is locked Error Message Login was unsuccessful. The user account is locked, please contact the site administrator to unlock the account. Possible Causes After 5 incorrect login attempts within 10 minutes, the user account is automatically locked. Resolutions 1. The account will unlock automatically 1 hour after last failed attempt. 2. An administrator user can unlock the account.

41 Early Data Analyzer Web 41 General Website Error Error Message General Website Error Sorry, an error occurred while processing your request. Possible Causes Various causes. This is a generic message sent back to the browser when an exception has occurred on the server. The details of the error are not sent to the browser for security reasons. Resolution Navigate to the URL from a browser local on the Web server to identify the error details which can then be used as a starting point for troubleshooting. (Please see Installing EDA Web more information on error handling and ELMAH). No cases available Error Message No cases available Possible Causes The current user account has not been assigned to any cases. Resolution Have an administrator assign the user to a case(s) from the Administration module in Early Data Analyzer Web. Unable to open case-specified error Error Message Unable to open case - unspecified error

42 42 LAW PreDiscovery Possible Causes Various causes. Resolution Navigate to the URL from a browser local on the Web server to identify the error details which can then be used as a starting point for troubleshooting. (Please see Installing EDA Web more information on error handling and ELMAH). Invalid Case Directory Error Message Invalid Case Directory: Unable to open case. Please verify the location of the case directory. Case directory not found at: <CASEDIRECTORYPATH> Possible Causes 1. Case directory does not exist. 2. Case directory is not accessible. 3. The account used for the IIS application pool of Early Data Analyzer Web does not have permissions to the location. Resolutions 1. Confirm that the directory specified in the error message is correct and does exist. 2. Confirm that the directory is accessible from the Web server to that location. 3. Confirm that the account used by the IIS Application Pool of Early Data Analyzer has permissions to the case directory specified. The application pool identity that is configured can be confirmed or changed in Internet information Services Manager (Start > Run > inetmgr). Click Application Pools in the left pane under the server name. In the center pane, right-click Early Data Analyzer Web and then click Advanced Settings. The identity setting under the Process Model section shows how the Web app will access the resources. After confirming the identity being used by the application pool, confirm that account has access to the case directory. This can be done from Windows Explorer. Navigate to the directory and right-click the folder. Select security and confirm the account has access. Below is an example of adding the ApplicationPoolIdentity account access to the case directory (note: this account can only be used if the Web server also has the case directories and SQL Server all on the same box, if that is not how your components are deployed then either a Network Service account or specific user account in the domain should be used for the application pool identity)

43 Early Data Analyzer Web 43 Add IIS APPPOOL\Early Data Analyzer Web as a user to give rights to case directory: 1. Open case directory from Windows Explorer. 2. Right-click Case folder. 3. Click Add. 4. Set location to that machine. 5. Add IIS APPPOOL\Early Data Analyzer Web and give full control. SVG Support Required Error Message SVG Support Required This feature requires a browser with SVG support Possible Causes 1. Browser does not have SVG support. 2. Browser does not have support for ECMAScript 5. Resolution Use any one of the supported browsers. Early Data Analyzer Web supports the following internet browsers: Microsoft Internet Explorer version 9 or later Google Chrome version 25 or later Mozilla Firefox version 19 or later Even if third-party SVG support is added to an older browser, such as the Adobe SVG Viewer for Internet Explorer 8, the charting library used relies on ECMAScript 5 support that the older browser may not have. Related Topics

44 44 LAW PreDiscovery System Requirements Installing EDA Web Logging on to EDA Web Changing Your Password Navigating EDA Web About the Admin Dashboard About EDA Web Security Adding Users Assigning Users to Cases Editing Users Deleting Users Using Active Directory Using EDA Web Opening a Case Cases are opened in Early Data Analyzer Web by clicking the case name link in the Name column in the Case Manager module. You can only open the cases to which you are assigned. To open a case 1. Click the Case Manager tab. Clicking the Case Manager tab opens the Case Manager page. All the cases you are currently assigned to are listed on the Case Manager page. The Case Manager page includes the case name, client associated with the case, and the date and time the case file was last opened. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. Also, a new tab containing the case name is now displayed on the Early Data Analyzer

45 Early Data Analyzer Web 45 Web bar for the Case module. Related Topics About Early Data Analyzer Web About the Case Dashboard Filtering Analyzing Filter Results Tagging About Searching Running Searches Performing Search Analysis About Search Operators Customizing the Tabs About the Case Dashboard The Case Dashboard is located on the Dashboard tab in the Case module. The Case Dashboard provides a summary of case metrics and other information for the case currently opened in Early Data Analyzer Web.

46 46 LAW PreDiscovery The Case Dashboard page consists of four sections: Case Summary Total Documents. The total number of all documents in the case. The count includes archives and the files they contain. Total Containers. The total number of container files, such as mail store.pst and.nsf files and archive.zip files, in the case. Total Custodians. The total number of custodians in the case. Text Index Size. The total size of the case's index. Clicking the View Summary link in the Total Custodians field opens the Custodian Summary dialog box. The Custodian Summary dialog box displays a list of all custodians created for the case, the number of sources and the number of case documents associated with each custodian.

47 Early Data Analyzer Web 47 Filter Summary NIST Filter. Indicates whether the NIST filter is included for the case. Custom Hash Filter. Indicates whether the Custom Hash filter is included for the case. Duplicate Document Filter. Indicates whether the Duplicate Document filter is included for the case. Date Range Filter. Indicates the total number of date ranges created for the Date Range filter and the number of date ranges selected to filter to the case documents. File Type Filter. Indicates the total number of file types in the case and the number of file types selected to filter the case documents. Sender Domain Filter. Indicates the total number of sender domains in the case and the number of sender domains selected to filter the case documents.

48 48 LAW PreDiscovery Language Filter. Indicates the total number languages in the case and the number of languages selected to filter the case documents. The filter settings and results displayed in the Filter Summary section are links. Clicking the link will open the specific filter and filter results on the Filters tab in Early Data Analyzer Web. Search Summary Total Searches. Total number of saved searches in the case. Search Status. Search status for the saved searches. The Search Status field displays the following statuses: Up to date - All saved searches are current. Out of date - One or more of the saved searches is out of date. Document Hits. Total number of document search hits for all the saved searches. Clicking the View Searches link in the Total Searches field opens the Search tab for the case. All of the case's saved search queries are displayed in the Search Request pane. Tag Summary Defined Tags. Total number of tags defined for the case. Total Tagged Docs. Total number documents with applied tags in the case. Clicking the View Summary link in the Defined Tags field opens the Tag Summary dialog box. The Tag Summary dialog box displays a list of all tags created for the case, the number of documents each tag has been applied to, and the sum of the file sizes of the documents the tag has been applied to in megabytes. The Size MB value is calculated using family size. When a parent document contains attachments, the attachments are not included in the file size calculation because the parent document file size already reflects the file size of its attachments. This prevents doubling the actual file size of attachments.

49 Early Data Analyzer Web 49 To access the Case Dashboard If you already have a case open in the Case module, click the Dashboard tab to open the Case Dashboard. If you have not opened a case yet, open the case from the Case Manager tab to view the Case Dashboard. For more information about opening a case, see Opening a Case. To refresh the Case Dashboard The Case Dashboard page is automatically refreshed each time you open the page. The date and time the page was last refreshed is displayed in the Last Refreshed field above the Filter Summary section. If you are viewing a case's information on the Case Dashboard page, and changes are made to the case while you are viewing the Case Dashboard page, you can update the Case Dashboard page with the latest case information by manually refreshing the page. To refresh the page, click the refresh button,, next to the Last Refreshed field.

50 50 LAW PreDiscovery Related Topics About Early Data Analyzer Web Opening a Case Filtering Analyzing Filter Results Tagging About Searching Running Searches Performing Search Analysis About Search Operators Customizing the Tabs Filtering Filtering refers to the ability of Early Data Analyzer Web to selectively remove files from the result set. The remaining subset of documents are those from original source content that have the highest likelihood of being relevant to the case. The filtered subset can then be exported to LAW PreDiscovery from Early Data Analyzer. Documents are only filtered if they unambiguously meet the criteria you specify. For example, if you apply a date range filter and Early Data Analyzer Web finds a file that does not contain any date metadata, the file will not be filtered. Filter results do not include mail store files, such as.pst and.nsf files, or archive files, such as.zip files.

51 Early Data Analyzer Web 51 Early Data Analyzer Web provides these types of filters: File Hash Filter. Filters by NIST (National Institute of Standards and Technology) items and/ or from a custom list of file hash items. Removes file types unlikely to contain relevant content, such as system files or documentation installed with software. Duplicate Document Filter. Removes duplicate files. Date Range Filter. Evaluates the sent date for messages, and start- and end-dates for calendar items. s are filtered if the sent date falls outside the range of dates you specify. Calendar items are filtered if both start- and end-dates fall outside the dates you specific. Items with missing or ambiguous date metadata are not filtered. File Type Filter. Removes all but specified file types. A file type list is generated based on analysis of the source files. Select those file types that you want to bypass filtering. File types are identified by Early Data Analyzer using the same software library used by other LAW PreDiscovery tools. Sender Domain Filter. Evaluates the domain that was sent from. Domains other than those you specify are filtered.

52 52 LAW PreDiscovery Language Filter. Removes all but files containing the specified languages. A language list is generated based on analysis of the source files. Select those languages that you want to bypass filtering. For more information about supported languages, see: Languages. About the Filters Tab The Filters tab consists of three panes, the Filters pane, document list pane, and the document details pane. Filters Pane The Filters pane is used to define the filter settings for the case. Total Effect of Filters Section The Included, Excluded, and Total fields are displayed at the top of the Filters pane regardless of the filter type selected from the Selected Filter list. The Included field

53 Early Data Analyzer Web 53 indicates the total number of files included in the filter results for the case. The Excluded field indicates the total number files excluded from the filter results for the case. The Total field indicates the total number of files currently in the case. The Included, Excluded, and Total fields are divided into three categories: Count, Family Count, and Size. The Count, Family Count, and Size values reflect the actual count, family count, and size of the discoverable data in a case. The Count, Family Count, and Size values include all loose files, messages, and Microsoft Office documents. The values exclude all archive, mail store, and forensic image files. The Count column displays the total number of top-level files. Top-level files include loose files and parent files, such as messages. The Family Count column displays the total number of top-level files and any attachments or child files. In the Size column displays the total size of the documents in gigabytes (GB). The the total size is the sum of the file sizes of the documents and is calculated using family size. When a parent document contains attachments, the attachments are not included in the file size calculation because the parent document file size already reflects the file size of its attachments. This prevents doubling the actual file size of attachments. Selected Filter List The Selected Filter list determines which filter is displayed in the Filters pane. It does not determine which filters are applied to the case. The filter check boxes in the filter list determine which filters are applied to the case documents. Show List The Show List is only available for the File Type Filter, Sender Domain Filter, and the Language Filter. The Show list determines which filters are displayed in the filter list for the selected filter type, based on the filter decision made for each filter. The Show list does not affect whether a filter is included or excluded from the filter results. Only the Inc. and Exc. check boxes in the filter list determine whether a specific filter is included or excluded from the filter results. If the filter list is long, the Show list can help you quickly view which file types have been included, excluded, or are still designated at "Not Decided". By default, the Show list is set to All. The Show list contains four selections: All. All filters are displayed regardless of whether the Inc. or Exc. check box is selected for each filter. Not Decided. Only filters with both the Inc. and Exc. check box not selected are displayed. Included. Only filters with the Inc. check box selected are displayed.

54 54 LAW PreDiscovery Excluded. Only filters with the Exc. check box selected are displayed. For filters designated as "Not Decided" in the File Type Filter, Sender Domain Filter, and Language Filter, the Filter Analysis tab can help you determine which filters should be included in or excluded from the filter results and export. For more information, see Analyzing Filter Results. Include Effect of Filters Check Box The Include Effect of Filters check box determines whether the file count displayed in the Count column and the file size displayed in the Size MB column in the filter list reflect the current filter decisions for other filters that affect a filter or only reflect the value for a filter, regardless of current filter decisions for other filters. The Include Effect of Filters helps you determine the cumulative affect of filter decisions on specific filters. The Include Effect of Filters check box does not affect the number of files associated with a filter that are included or excluded from the filter results. Only the Inc. and Exc. check boxes in the filter list determine whether a specific filter is included or excluded from the filter results, and the cumulative filter decisions for all filters determine the number of files included or excluded in the filter results for each filter. By default, the Include Effect of Filters check box is not selected for each filter type. When the Include Effect of Filters check box is not selected, the Count column and the Size MB column value do not reflect the filter decisions for other filters. When the Include Effect of Filters check box is selected, the Count column and Size MB columns values reflect the current filter decisions for other filters that affect a filter. For example, if there are 50.msg files returned for the MS Outlook Message filter and a date range filter excludes 15.msg files from the filter results. When the Include Effect of Filters check box is not selected, and the Count column displays 50. The Count column value reflects the file count for the filter, regardless of the date range filter. When the Include Effect of Filters check box is selected, the Count column displays 35. The Count column value reflects the actual file count for the filter's filter results, based on the current filter decision for the date range filter that excludes 15.msg files from the filter results.

55 Early Data Analyzer Web 55 Filter List The filter list displays the filters available for the selected filter type. The check boxes next to each filter in the filter list determines whether the filter is applied to the case documents. The filter list contains six columns, with the exception of the Date Range Filter, which has seven columns. Filter List Columns Column Inc. Description Inc. stands for Include. When the Inc. check box is selected for a filter, the filter is included in the filter results. To select all Inc. check boxes, select the Inc. check box in the header. To clear all check boxes, clear the Inc. check box in the header. When both the Inc. and Exc. check boxes not selected for a filter, the filter is automatically included in the filter results, but the filter is designated as "Not Decided". Exc. Exc. stands for Exclude. When the Exc. check box is selected for a filter, the filter is excluded from the filter results. To select all Exc. check boxes, select the Exc. check box in the header. To clear all check boxes, clear the Exc. check box in the header. When both the Inc. and Exc. check boxes not selected for a filter, the filter is automatically included in the filter results, but the filter is designated as "Not Decided". (Date Range Filter only) The check box column next to the Start column determines which date range filters in the filter list are applied to the case documents. When a check box is selected, the filter is applied to the case documents. When the check box is not selected, the date range filter is excluded from the filter results. Name Start (Date Range Filter only) End Name of the filter. Date range start date for date range filter. Date range end date for date range filter.

56 56 LAW PreDiscovery (Date Range Filter only) Count Family Count Size MB Tags The number of case documents returned for the filter results. The number of top-level case documents and attachments returned for the filter results. The sum of the file sizes of the documents in megabytes. The Size MB value is calculated using family size. When a parent document contains attachments, the attachments are not included in the file size calculation because the parent document file size already reflects the file size of its attachments. This prevents doubling the actual file size of attachments. A check box or tag icon,, are displayed in this column. If group tags are applied to the filter, the tag icon,, is displayed. If no group tags are assigned to the filter, the check box is displayed. Click the check box or tag icon,, in the Tags column to view, add, or remove group tags. Sorting Data in the Filter List In the Filter list you can sort the data by a specific column in ascending or descending order. To sort the filter list by a column, click the column header name. When you click the column header name the filter list is sorted by the selected column. After clicking the column header, a small black arrow or is displayed in the column the table data is currently sorted by, and direction of the arrow indicates whether the data is sorted in ascending or descending order. The up arrow,, indicates ascending order and the down arrow,, indicates descending order. To change the column used to sort the data, click the column header for the column you want to use. To change the sort order, click the column header again. Tagging from the Filters Pane Tags are applied and maintained for groups of documents in the Filters pane by clicking

57 Early Data Analyzer Web 57 the check box or tag icon,, for a filter in the Tags column of the filter list. Clicking the check box or tag icon,, opens the Group Tagging tab in the Group Tagging dialog box. For more information, see Tagging. Refreshing the Filter Results The Filters tab automatically refreshes when you select a different filter or navigate away from the Filters tab. If you change the filter settings on the Filters tab or documents are currently being added or removed from the case while you are viewing the Filter tab, you can manually refresh the Filters tab by clicking the Refresh button, filter results., to view the latest For example, if you clear the check boxes for some filters in the filter list, you can click the Refresh button,, to update the Included, Excluded, and Total values at the top of the Filters pane without navigating away from the Filters tab. Showing and Hiding the Filters Pane On the Filters tab you can hide the Filters pane to expand the document details pane for easier viewing. The Show/Hide button at the top of the Filters pane is a toggle for showing and hiding the Filters pane. Click the Show/Hide button to hide the pane. Click the Show/Hide button when the Filters pane is collapsed to display the pane again.

58 58 LAW PreDiscovery The show/hide setting is retained as long as you are on the Filters tab. When you navigate away the Filters tab, the setting reverts back to the default setting with the Filters pane expanded. For more information about changing how the panes are displayed on the Filters and Search tabs, see Customizing the Tabs. Document List Pane The document list pane is used to view the filter results for a selected filter. Clicking a file in the document list will display the file's information in the document details pane.

59 Early Data Analyzer Web 59 Tagging from the Document List Pane Clicking the tag icon,, at the top of the document list pane opens the Group Tagging tab in the Group Tagging dialog box. When you open the Group Tagging dialog box from the document list pane and select or remove a tag, the tag is added to or removed from all the documents contained within the selected filter. For more information, see Tagging. Viewing Attachments When there are attachment files associated with another file, the paper clip attachment

60 60 LAW PreDiscovery icon is displayed next to the file name,, and a down arrow,, is displayed to the left of the File Type field for the document in the document list pane. Click the arrow to view the attachment details. You can click an attachment file name in the document list pane to view the file's information in the document details pane. To collapse the attachment details, click the up arrow,. Navigating in the Document List Pane The navigation bar at the bottom of the document list pane displays the current page number and the total number of pages of filter results for the selected filter. Navigation Bar Key Feature Name Description First page button Previous page button Page of field Navigates to the first page of the search results. Navigates to the previous page of the search results. Indicates the number of the current page displayed for the filter results. You can navigate directly to a page in the filter

61 Early Data Analyzer Web 61 results by typing the page number in the field and then clicking outside of the field. Next page button Last page button Navigates to the next page of the search results. Navigates to the last page of the search results Document Details Pane The document details pane is used to view the file details for a file selected in the document list pane.

62 62 LAW PreDiscovery Tagging from the Document List Pane Tags are applied and maintained for individual documents in the document details pane by clicking the tag icon,, next to the Tags field. Clicking the tag icon,, opens the Tagging tab in the Tagging dialog box. When a tag is applied to the document, the tag name is displayed in the Tags field. For more information, see Tagging. Opening the Native File The native file corresponding to the file currently selected in the document list pane can be opened by clicking the Retrieve document link in the document details pane. Clicking the Retrieve document link opens the native file in its native application.

63 Early Data Analyzer Web 63 The Retrieve document link can only open files that are 2 GB or less. If you click the Retrieve document link for any file over 2 GB, the file will not open and the Error occurred extracting document. error message is displayed. Truncated Text If the extracted text exceeds the extracted text limit for the document details pane, Document text truncated due to length. See all., is displayed at the bottom of the document details pane. Clicking the See all link displays all of the file's extracted text in the document details pane.

64 64 LAW PreDiscovery To configure file hash filtering With the File Hash Filter you can specify files to be filtered from a case based on the hash value of each file. Any file is filtered that matches either of the following conditions: The file is identified in the NIST Items filter. The file matches a custom file hash value, as specified by using the Custom File Hash Items filter. Before case files can be filtered by the NIST Items filter, a NIST database must be downloaded to the same machine where Early Data Analyzer is installed, and a NIST database must be attached to a case in Early Data Analyzer. If a NIST database has not been downloaded and attached to a case, the Warning icon,, is displayed in the NIST items row next to the Edit... link in Early Data Analyzer. Once a NIST database is downloaded and attached to a case, the Warning icon is not displayed for any of the cases in Early Data Analyzer. For more information about downloading and attaching a NIST database, see: To attach a NIST database. Before case files can be filtered by the Custom File Hash Items filter, the custom file hash value list must be created for or imported into the case in Early Data Analyzer. Once a custom file hash value list has been created for a case, it can be exported to a.lst file and imported into other cases. For more information about working with custom file hash value lists including creating, importing and exporting them, see: To manage the custom file hash list for a case. NIST databases cannot be attached to cases and custom file hash value lists cannot be created or imported into Early Data Analyzer Web. Each of these file hash filtering configurations are done for a case in Early Data Analyzer. To configure file hash filtering: 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Filters tab.

65 Early Data Analyzer Web If it is not already visible, in the Selected Filter list, select File Hash Filter. By default, the Inc. check boxes are selected for the Custom File Hash Items and NIST Items filters. 5. To allow NIST items to be included in the filter results, leave the Inc. check box selected for the NIST Items filter. To exclude NIST items from the filter results and export, select the Exc. check box for the NIST Items filter. 6. To allow the file types in the custom file hash value list to be included in the filter results, leave the Inc. check box selected for the Custom File Hash Items filter. To exclude the file types in the custom file hash value list from the filter results and export, select the Exc. check box for the Custom File Hash Items filter. If a NIST database is not attached to the case, then even if the Exclude check box is selected for the NIST Items filter, the NIST Items filter will not function. If a custom file hash value list has not been created or imported into the case, then

66 66 LAW PreDiscovery even if the Exclude check box is selected for the Custom File Hash Items filter, the Custom File Hash Items filter will not function. Optionally, you can click the NIST Items or Custom File Hash Items filter to view the file hash files in the case. The files in the selected file hash filter are listed in the document list pane. 7. In the document list pane, click a file to review it. The file's metadata is visible in the document details pane. To configure deduplication filtering Due to the different technologies used in LAW PreDiscovery and Early Data Analyzer, the hash values generated for files in LAW PreDiscovery versus Early Data Analyzer will not always match. For more information about deduplication, see Deduplication Information. 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Filters tab. 4. In the Selected Filter list, select Duplicate Document Filter.

67 Early Data Analyzer Web 67 By default, the Inc. check box for the Duplicates filter is selected. 5. Do one of the following: To allow duplicates to be included in the filter results, leave the Inc. check box selected. To exclude duplicates from the filter results and export, select the Exc. check box. Optionally, you can click the Duplicates filter to view the duplicate files in the case. The files identified by the Duplicates filter are listed in the document list pane. 6. In the document list pane, click a file to review it. Text extracted from the file, along with file's metadata, are visible in the document details pane.

68 68 LAW PreDiscovery To configure date range filtering 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Filters tab. 4. In the Selected Filter list, select Date Range Filter.

69 Early Data Analyzer Web Click the plus button,, to add a date range for filtering the case files. Clicking the plus button,, opens the Add date range filter dialog box.

70 70 LAW PreDiscovery 6. In the Start Date (UTC) field, enter the date or select the month, day, and year in the calendar. 7. In the End Date (UTC) field, enter the date or select the month, day, and year in the calendar. If the calendar is not displayed in the Start Date (UTC) or End Date (UTC) field, click in the date field you are editing to display the calendar. 8. Click the Add Filter button. Clicking the Add Filter button adds the date range to the Date Range Filter, and the check box for the date range is automatically selected. If you want to filter using multiple date ranges, click the plus button,, again, and repeat the steps for adding a date range for each date range you want to create. 9. To modify the Start or End date for a date range, select the date range in the date range list, and then click the Edit date range filter button,. Clicking the Edit date range filter button opens the Edit date range filter dialog box. You can also open the Edit date range filter dialog box for the selected date range by clicking the Edit date range filter button, the Filters tab., at the top of the document list pane on

71 Early Data Analyzer Web Edit the date range, then click the Update Filter button. Clicking the Update Filter button closes the Edit date range filter dialog and updates the date range in the date range list. By default, all date range check boxes are selected for inclusion in the filter results. The number in the Count column next to a date range indicates the number of files that fall within the given date range. 11. Clear the check box for any date range you want excluded from filter results. Leave the check box selected for all date ranges you want included in the filter results. To remove a single date range, click the Delete date range filter button,, next to the date range or click the Delete date range filter button,, for the selected date range at the top of the document list pane on the Filters tab. To remove all date ranges, click the Delete all date range filters button above the date range list,. Optionally, you can review individual files within a specific date range by selecting the date range from the date range filter list. The files within the selected date range are listed in the document list pane. 12. In the document list pane, click a file to review it. Text extracted from the file, along with file's metadata, are visible in the document details pane.

72 72 LAW PreDiscovery Note the following about how date filtering works: The filter removes with date sent that falls outside the date range(s) you specify. It removes calendar items whose start- and end-date fall outside the date range(s). Dates for files are drawn from the sent date field. If the sent date falls within the date range, then the filter will allow the item to pass. Dates for calendar appointments are evaluated based on start- and end-date fields. Dates for files other than are drawn from the date created and date modified fields. The filter will only retain items whose date created and date modified fall within the date range(s). For example, if date created or date modified is unavailable, then the filter will allow the item to pass. If both dates are known, and either of the dates falls outside the date range(s) specified, the filter will allow the item to pass. To configure file type filtering 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Filters tab. 4. In the Selected Filter list, select File Type Filter.

73 Early Data Analyzer Web 73 The file types of the files in the case are listed. The number in the Count column next to a file type indicates the number of files matching the given file type in the case. By default, the Show list is set to All, and none of the Inc. or Exc. check boxes are selected for any of the file types. When both the Inc. and Exc. check boxes are not selected for a filter, the filter is designated as "Not Decided". The Show list determines which file types are displayed for the File Type Filter, based on the filter decision made for each file type. The Show list does not affect whether a file type is included or excluded from the results. Only the Inc. and Exc. check boxes determine whether a file type is included or excluded from the results. If the file type list is long, the Show list can help you quickly view which file types have been included, excluded, or are still undecided. For filters designated as "Not Decided" in the File Type Filter, Sender Domain Filter, and Language Filter, the Filter Analysis tab can help you determine which filters

74 74 LAW PreDiscovery should be included in or excluded from the filter results and export. For more information, see Analyzing Filter Results. 5. Do one of the following for each file type: Leave both the Inc. and Exc. check boxes blank if you have not yet determined whether the file type should be included or excluded from the filter results. Be aware that the when both check boxes are blank for a file type, the file type is automatically included in the filter results and will be included in the export. A file type is only excluded when the Exc. check box is selected for the file type. Select the Inc. check box to include the file type in the filter results. Select the Exc. check box to exclude the file type from the filter results and export. To select all or clear all check boxes in the Inc. or Exc. column, click the check box in the Inc. or Exc. header to select all and click the check box again to clear all. 6. To view the file type list by filter decision, click the down arrow in the Show list to display the Show list, and then click one of the following: All. All file types are displayed regardless of whether the Inc. or Exc. check box is selected. Not Decided. Only the file types with both the Inc. and Exc. check boxes not selected are displayed. Included. Only the file types with the Inc. check box selected are displayed. Exclude. Only the file types with the Exc. check box selected are displayed. Optionally, you can review individual files of a specific file type by selecting the file type from the file type filter list. The files containing the selected file type are listed in the document list pane. 7. In the document list pane, click a file to review it. Text extracted from the file, along with file's metadata, are visible in the document details pane. To configure sender domain filtering

75 Early Data Analyzer Web Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Filters tab. 4. In the Selected Filter list, select Sender Domain Filter. The sender domains in the case are listed. The number in the Count column next to a sender domain indicates the number of files from the given domain. By default, the Show list is set to All, and none of the Inc. or Exc. check boxes are selected for any of the sender domains. When both the Inc. and Exc. check boxes are not selected for a filter, the filter is designated as "Not Decided". The Show list determines which sender domains are displayed for the Sender Domain Filter, based on the filter decision made for each domain. The Show list does not affect whether an sender domain is included or excluded from the results. Only the Inc. and Exc. check boxes determine whether an sender domain is included or excluded from the results. If the sender domain list is long, the

76 76 LAW PreDiscovery Show list can help you quickly view which domains have been included, excluded, or are still undecided. For filters designated as "Not Decided" in the File Type Filter, Sender Domain Filter, and Language Filter, the Filter Analysis tab can help you determine which filters should be included in or excluded from the filter results and export. For more information, see Analyzing Filter Results. 5. Do one of the following for each sender domain: Leave both the Inc. and Exc. check boxes blank if you have not yet determined whether the sender domain should be included or excluded from the filter results. Be aware that the when both check boxes are blank for an sender domain, the sender domain is automatically included in the filter results and will be included in the export. An sender domain is only excluded when the Exc. check box is selected for the domain. Select the Inc. check box to include the sender domain in the filter results. Select the Exc. check box to exclude the sender domain from the filter results and export. To select all or clear all check boxes in the Inc. or Exc. column, click the check box in the Inc. or Exc. header to select all and click the check box again to clear all. 6. To view the sender domain list by filter decision, click the down arrow in the Show list to display the Show list, and then click one of the following: All. All sender domains are displayed regardless of whether the Inc. or Exc. check box is selected. Not Decided. Only the sender domains with both the Inc. and Exc. check boxes not selected are displayed. Included. Only the sender domains with the Inc. check box selected are displayed. Exclude. Only the sender domains with the Exc. check box selected are displayed. Optionally, you can review individual files sent from a specific domain by selecting the domain in the sender domain filter list. Files sent from the selected domain are listed in the document list pane. 7. Click a file in the document list pane to review it. Text extracted from the file, along with file's metadata, are visible in the document details pane.

77 Early Data Analyzer Web 77 To configure language filtering Some documents may contain multiple languages. When a document contains multiple languages, the document is included in the count for each language it contains. Also, if a document contains multiple languages and one of the languages in the document is excluded from export, but another language in the document is included in the export, the export may include the document containing the excluded language, depending on the other filter and export settings. For example, if French is excluded from export, the export may still include documents containing the French language if the documents also contain a language which is selected to be included in the export. 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Filters tab. 4. In the Selected Filter list, select Language Filter.

78 78 LAW PreDiscovery All the languages identified in the case are listed. The number in the Count column next to a language indicates the number of files that contain the given language. By default, the Show list is set to All, and none of the Inc. or Exc. check boxes are selected for any of the languages. When both the Inc. and Exc. check boxes are not selected for a filter, the filter is designated as "Not Decided". The Show list determines which languages are displayed for the Language Filter, based on the filter decision made for each language. The Show list does not affect whether a language is included or excluded from the results. Only the Inc. and Exc. check boxes determine whether a language is included or excluded from the results. If the language list is long, the Show list can help you quickly view which language have been included, excluded, or are still undecided. For filters designated as "Not Decided" in the File Type Filter, Sender Domain Filter, and Language Filter, the Filter Analysis tab can help you determine which filters

79 Early Data Analyzer Web 79 should be included in or excluded from the filter results and export. For more information, see Analyzing Filter Results. 5. Do one of the following for each language: Leave both the Inc. and Exc. check boxes blank if you have not yet determined whether the language should be included or excluded from the filter results. Be aware that the when both check boxes are blank for a language, the language is automatically included in the filter results and will be included in the export. A language is only excluded when the Exc. check box is selected for the language. Select the Inc. check box to include the language in the filter results. Select the Exc. check box to exclude the language from the filter results and export. To select all or clear all check boxes in the Inc. or Exc. column, click the check box in the Inc. or Exc. header to select all and click the check box again to clear all. 6. To view the language list by filter decision, click the down arrow in the Show list to display the Show list, and then click one of the following: All. All languages are displayed regardless of whether the Inc. or Exc. check box is selected. Not Decided. Only the languages with both the Inc. and Exc. check boxes not selected are displayed. Included. Only the languages with the Inc. check box selected are displayed. Exclude. Only the languages with the Exc. check box selected are displayed. Optionally, you can review individual files containing a specific language by selecting the language in the language filter list. The files containing the selected language are listed in the document list pane. 7. In the document details pane, click a file to review it. Text extracted from the file, along with the file's metadata, are displayed in the document details pane.

80 80 LAW PreDiscovery Related Topics About Early Data Analyzer Web Opening a Case About the Case Dashboard Analyzing Filter Results Tagging About Searching Running Searches Performing Search Analysis About Search Operators Customizing the Tabs Tagging With the tagging feature in Early Data Analyzer Web, tags can be applied to documents to help track, sort, and organize the documents in a case. For example, tags can be applied to documents that need to be converted to TIFF or PDF, produced to paper, responsive documents, etc. Users may even wish to tag documents that should be produced at a larger paper size or produced in color. This feature makes it easier for any project, scanned or electronic discovery, to be produced. In Early Data Analyzer Web, tags can be applied to individual files or files in a group, such as files in a filter or search query. Tags are applied to individual files in the Tagging dialog box and tags are applied to files in a group in the Group Tagging dialog box on the Filters and Search tab. In Early Data Analyzer, tags are added to a case, maintained, and exported on the Tags tab in the New Case Settings and Edit Case Settings dialog box. For more information, see the "Add tags for the case" section in the Cases in Early Data Analyzer topic. In Early Data Analyzer Web, tags are added to a case, maintained, and exported on the Tag Management tab in the Tagging and Group Tagging dialog boxes in Early Data Analyzer Web. A case's tag information is synchronized for the case between Early Data Analyzer and Early Data Analyzer Web. When tags are added, edited, or deleted from Early Data Analyzer or Early Data Analyzer Web, the tag information is automatically updated for the case in the other application. For example, if you add a tag to a case in Early Data Analyzer, the tag automatically

81 Early Data Analyzer Web 81 appears for the case in Early Data Analyzer Web. The same is true if the tag was added to Early Data Analyzer Web. After the tag is added to Early Data Analyzer Web, the tag automatically appears for the case in Early Data Analyzer. To apply tags to individual documents 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Filters or Search tab. 4. Display a list of documents by selecting a filter or search query on the tab. 5. In the document list, click the document to which you want to apply tags. 6. In the document detail pane, click the tag icon,, next to the Tags field.

82 82 LAW PreDiscovery Clicking the tag icon,, opens the Tagging tab in the Tagging dialog box.

83 Early Data Analyzer Web Select the check box next to the tags you want to apply to the document. When a tag check box is selected, the tag has been applied to the individual document. When a tag check box is not selected, the tag has has not been applied to the individual document. If you need to delete or add additional tags, in the Tagging or Group Tagging dialog box, click the Tag Management tab. For more information, see the To add a tag in Early Data Analyzer Web and To delete a tag in Early Data Analyzer Web section in this topic. To apply tags by filter 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Filters tab. 4. In the filter list, click the type filter you want to apply to the documents. For more information about applying filters, see Filtering. 5. In the filter list, click the check box in the Tags column for the filter containing the documents to which you want to apply a tag. For example, if you selected the Date Range Filter and want to apply a tag to all documents within a specific date range, select the check box in the Tags column for the date range in the filter list.

84 84 LAW PreDiscovery Selecting the check box opens the Group Tagging dialog box. You can also open the Group Tagging dialog box by clicking the tag button, top of the document list., at the

85 Early Data Analyzer Web In the Group Tagging dialog box, select the check box next to the tag you want to apply to all documents in the filter. If you need to delete or add additional tags, in the Tagging or Group Tagging dialog box, click the Tag Management tab. For more information, see the To add a tag in Early Data Analyzer Web and To delete a tag in Early Data Analyzer Web section in this topic. 7. Click the Save button. Clicking the Save button closes the Group Tagging dialog box. When a tag has been applied by filter, the blue tag icon,, is displayed next to the filter in the Tags column, the tag name is displayed in the Tags field in the document detail pane and the tag is automatically selected in the Tagging dialog box for each document in the group of documents. If additional documents are imported into the case and some of the new documents are returned in the tagged filter results, the tag is automatically applied to those documents. To apply tags by search query

86 86 LAW PreDiscovery 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Search tab. 4. On the Searches tab, select the check box next to the search query containing the records to which you want to apply tags. For more information about search queries, see About Searching. 5. Click the Tag checked searches button,, at the top of the Search Request panel. Clicking the Tag checked searches button,, opens the Group Tagging dialog box.

87 Early Data Analyzer Web 87 You can also open the Group Tagging dialog box by clicking the Tag search button,, at the top of the document list.

88 88 LAW PreDiscovery 6. In the Group Tagging dialog box, select the check box next to the tag you want to apply to all documents in the search query. If you need to delete or add additional tags, in the Tagging or Group Tagging dialog box, click the Tag Management tab. For more information, see the To add a tag in Early Data Analyzer Web and To delete a tag in Early Data Analyzer Web section in this topic. 1. Click the Save button. Clicking the Save button closes the Group Tagging dialog box. When a tag has been applied by search query, the blue tag icon,, is displayed next to the search query in the Tags column, the tag name is displayed in the Tags field in the document detail pane and the tag is automatically selected in the Tagging dialog box for each document in the group of documents. If additional records are imported into the case and some of the new records are returned in the tagged search query results, the tag is automatically applied to those documents.

89 Early Data Analyzer Web 89 To remove tags from individual documents 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Filters or Search tab. 4. Display a list of documents by selecting a filter or search query on the tab. 5. In the document list, click the document from which you want to remove tags. 6. In the document detail pane, click the tag icon,, next to the Tags field.

90 90 LAW PreDiscovery Clicking the tag icon,, opens the Tagging tab in the Tagging dialog box.

91 Early Data Analyzer Web Select the check box next to the tags you want to apply to the document. 7. Clear the check box next to the tags you want to remove from the document. When a tag check box is selected, the tag has been applied to the individual document. When a tag check box is not selected, the tag has not been applied to the individual document. To remove group tags from documents 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Filters or Search tab. 4. Open the Group Tagging dialog box. To open the Group Tagging dialog box, at the top of the document list, click the tag icon,. If you are on the Search tab, you can also open the Group Tagging dialog box by selecting the check box next to a search query and then clicking the the tag button,, at the top of the Search Request panel.

92 92 LAW PreDiscovery 4. In the Group Tagging dialog box, clear the check box next to the tag you want to remove from the documents. 5. Click the Save button. Clicking the Save button closes the Group Tagging dialog box. When you remove a group tag from a group of documents, the tag is removed from the documents in the group, the group tag icon,, is removed from the Tags column for the filter or search query on the Filters or Search tab, and the corresponding tag check box in the Tagging dialog box is cleared for each document in the group of documents. If the same tag was applied to a document individually in the Tagging dialog box and as part of a group of documents in the Group Tagging dialog box, when the group tag is removed from the group of documents in the Group Tagging dialog box, the individual tag will continue to be applied to the document in the Tagging dialog box. For example, if Tag 1 was originally applied to a document in the Tagging dialog box, and then Tag 1 was applied to the same document as part of a group of documents in the Group Tagging dialog box, when the group tag is removed from the documents in the Group Tagging dialog box, the Tag 1 check box will continue to be selected for the document in the Tagging dialog box. The document now only has Tag 1 applied to the document as an individual tag instead of both an individual and group tag. Once a document-level tag has been applied or removed from a document, the document-level tag will no longer be affected by the group tag version of the same name. This tag can only be applied or removed from the tag individually in the Tagging dialog box. Sample Scenario 1: 1. The Privilege tag is applied to a group of documents from the Group Tagging dialog box.

93 Early Data Analyzer Web You determine one of the documents (Document A) in the group is not really privileged, so you remove the Privilege tag from the Document A in the Tagging dialog box. 3. Later, the Privilege tag is applied to another group of documents containing Document A. Results: The Privilege tag is not applied to Document A. Sample Scenario 2: 1. The Privilege tag is applied to an individual document (Document B) from the Tagging dialog box. 2. The Privilege tag is then applied to a group of documents containing Document B from the Group Tagging dialog box. 3. Later, you determine the group of documents is really not privileged, so you removed the Privilege group tag from the Group Tagging dialog box. Results: The Privilege tag is not removed from Document A. To add a tag in Early Data Analyzer Web Tags can be added to Early Data Analyzer Web on the Tag Management tab in the Group Tagging or Tagging dialog box. Tags added to a case in Early Data Analyzer Web are automatically added to the case in Early Data Analyzer. Tags can also be added to a case in Early Data Analyzer. Once tags are created in Early Data Analyzer, they are automatically added to the case in Early Data Analyzer Web. For more information about adding tags in Early Data Analyzer, see the "Add tags for the case" section in the Cases in Early Data Analyzer topic. 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Filters or Search tab. 4. Open the Group Tagging or Tagging dialog box. To open the Group Tagging dialog box, at the top of the document list, click the tag

94 94 LAW PreDiscovery icon,. If you are on the Search tab, you can also open the Group Tagging dialog box by selecting the check box next to a search query and then clicking the the tag button,, at the top of the Search Request panel. To open the Tagging dialog box, in the document detail pane, click the tag icon, to the Tags field., next 5. Click the Tag Management tab.

95 Early Data Analyzer Web In the field to the left of the Add button, type the name of the tag you want to add. 7. Click the Add button. The tag is added to the Tag list. 8. Click the Close button to return to the Filters or Search tab. To delete a tag in Early Data Analyzer Web When you delete a tag that has been applied to documents, the tag is automatically removed from the documents when the tag is deleted. Tags can be deleted from Early Data Analyzer Web on the Tag Management tab in the Group Tagging or Tagging dialog box. Tags deleted from a case in Early Data Analyzer Web are automatically deleted from the case in Early Data Analyzer. Tags can also be deleted from a case in Early Data Analyzer. Once tags are deleted from Early Data Analyzer, they are automatically deleted from the case in Early Data Analyzer Web. For more information about deleting tags in Early Data Analyzer, see the "Add tags for the case" section in the Cases in Early Data Analyzer topic. 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Filters or Search tab.

96 96 LAW PreDiscovery 4. Open the Group Tagging or Tagging dialog box. To open the Group Tagging dialog box, at the top of the document list, click the tag icon,. If you are on the Search tab, you can also open the Group Tagging dialog box by selecting the check box next to a search query and then clicking the the tag button,, at the top of the Search Request panel. To open the Tagging dialog box, in the document detail pane, click the tag icon, to the Tags field., next 5. Click the Tag Management tab. 6. Click the Delete button,, next to the tag you want to delete. Clicking the Delete button deletes the tag from the case. When you delete a tag that has been applied to documents, the tag is automatically removed from the documents when the tag is deleted.

97 Early Data Analyzer Web Click the Close button to return to the Filters or Search tab. To edit a tag name in Early Data Analyzer Web Tag names can be edited in Early Data Analyzer Web on the Tag Management tab in the Group Tagging or Tagging dialog box. Tag names edited in a case in Early Data Analyzer Web are automatically edited in the case in Early Data Analyzer. Tag names can also be edited for a case in Early Data Analyzer. Once tag names are edited in Early Data Analyzer, they are automatically edited in the case in Early Data Analyzer Web. For more information about editing tag names in Early Data Analyzer, see the "Add tags for the case" section in the Cases in Early Data Analyzer topic. 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Filters or Search tab. 4. Open the Group Tagging or Tagging dialog box. To open the Group Tagging dialog box, at the top of the document list, click the tag icon,. If you are on the Search tab, you can also open the Group Tagging dialog box by selecting the check box next to a search query and then clicking the the tag button,, at the top of the Search Request panel. To open the Tagging dialog box, in the document detail pane, click the tag icon, to the Tags field., next 5. Click the Tag Management tab. 6. In the Tag list, click the name of the tag you want edit. Clicking the tag name displays the selected tag name in the field above the Tag list.

98 98 LAW PreDiscovery 7. Edit the tag name. 8. Click Save to save your changes. 9. Click the Close button to return to the Filters or Search tab. To import tags into Early Data Analyzer Web Tags can be imported into a case in Early Data Analyzer Web from the Tag Management tab in the Group Tagging or Tagging dialog box. Tags imported into a case in Early Data Analyzer Web are automatically added to the case in Early Data Analyzer. Tags can also be imported into a case in Early Data Analyzer. Once tags are imported into a case in Early Data Analyzer, they are automatically added to the case in Early Data Analyzer Web. For more information about importing tags in Early Data Analyzer, see the "Add tags for the

99 Early Data Analyzer Web 99 case" section in the Cases in Early Data Analyzer topic. 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Filters or Search tab. 4. Open the Group Tagging or Tagging dialog box. To open the Group Tagging dialog box, at the top of the document list, click the tag icon,. If you are on the Search tab, you can also open the Group Tagging dialog box by selecting the check box next to a search query and then clicking the the tag button,, at the top of the Search Request panel. To open the Tagging dialog box, in the document detail pane, click the tag icon, to the Tags field., next 5. Click the Tag Management tab. 6. Click the down arrow next to the Refresh button, and then click Import Tags. Clicking Import Tags opens the Import Tags dialog box. 7. Click the Browse button. Clicking the Browse button opens the Choose File to Upload dialog box.

100 100 LAW PreDiscovery 8. Browse to and select the tags.txt file you want to import, and then click the Open button. Clicking the Open button adds the tag.txt file path and name to the Import file field in the Import Tags dialog box. 9. Click the Import button. Clicking the Import button imports the tags into the case. On the Tag Management tab, the [number of tags] tags were imported message is displayed at the top of the tab and the imported tags are displayed in the tag list. To export tags from Early Data Analyzer Web In Early Data Analyzer Web, tags created for a case in Early Data Analyzer Web or Early Data Analyzer can be exported to a line-delimited.txt file from the Tag Management tab in the Group Tagging or Tagging dialog box. The exported tags can then be imported into other Early Data Analyzer cases. Tags can also be exported from Early Data Analyzer to LAW PreDiscovery. Tags are automatically exported to and created in LAW PreDiscovery when a file containing tags is exported from Early Data Analyzer to LAW PreDiscovery. For more information about exporting files from Early Data Analyzer, see Exporting.

101 Early Data Analyzer Web Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Filters or Search tab. 4. Open the Group Tagging or Tagging dialog box. To open the Group Tagging dialog box, at the top of the document list, click the tag icon,. If you are on the Search tab, you can also open the Group Tagging dialog box by selecting the check box next to a search query and then clicking the the tag button,, at the top of the Search Request panel. To open the Tagging dialog box, in the document detail pane, click the tag icon, to the Tags field., next 5. Click the Tag Management tab. 6. Click the down arrow next to the Refresh button, and then click Export Tags. Clicking Export Tags opens the File Download dialog box. 7. Click Save. Clicking Save opens the Save As dialog box.

102 102 LAW PreDiscovery 8. Browse to where you want to save the tag.txt file, and in the File name field, type the tag file name. The file name defaults to exported-tags.txt. 9. Make sure Text Document is selected in the Save as type list, and then click Save. When the tag export is completed, the Download complete dialog box opens.

103 Early Data Analyzer Web Click the Close button to close the dialog box, or click the Open or Open Folder buttons to view the exported tags file you created. Related Topics About Early Data Analyzer Web Opening a Case About the Case Dashboard Analyzing Filter Results Filtering About Searching Running Searches Performing Search Analysis About Search Operators Customizing the Tabs

104 104 LAW PreDiscovery Searching About Searching In Early Data Analyzer Web, you can use the Search tab to search the filtered case records that have been imported into the case in Early Data Analyzer. Search is only performed on the filtered records for a case. For example, if a case contains 3,000 records, but after filtering the records there are only 500 records, a search query is only run against the 500 remaining case records. Early Data Analyzer Web allows you to quickly search case data because Early Data Analyzer automatically creates a comprehensive index during the import process. You can search and locate all instances or "hits" of your search terms in in the filtered case records. Search terms can be more than one word. They can also be numbers, text phrases, or a combined use of terms and search operators. A search term is typed into the search query field with results displaying in the document list pane. Early Data Analyzer and Early Data Analyzer Web use the dtsearch search engine for searching in Early Data Analyzer and Early Data Analyzer Web. For more information about dtsearch, see All records or individual records returned from a search query can be tagged in Early Data Analyzer Web. For more information about tagging search queries, see Tagging. There are two levels of searching in Early Data Analyzer Web: Basic Searching performing keyword (one word) searches and locating all instances of the term in the filtered case records. Advanced Full-Text Searching performing searches with two or more search terms or

105 Early Data Analyzer Web 105 phrases that gain stronger, more precise search results. For more information, see Running Searches and About Search Operators. After creating and saving search queries for a case, you can perform a search analysis on selected search queries to help determine their effectiveness for the case. For more information, see Performing Search Analysis. About indexing Early Data Analyzer creates an index when you import files into a case. During the indexing process, Early Data Analyzer reads each imported file and compiles an index based off each word it reads. The index is used when you run searches so you can locate important words, dates, and text phrases easily in your case records. When you import new files into a case, the new files are automatically indexed and included when running new or saved searches. The index settings for a case are defined in Early Data Analyzer on the Indexer tab in the New Case Settings and Edit Case Settings dialog boxes. If you modify a case's index settings or change a case custodian name, you will need to manually reindex the case by rebuilding the index. For more information about rebuilding and managing case indexes, see Managing Indexes. About noise words LAW PreDiscovery and Early Data Analyzer come with a pre-defined list of noise words that it skips while indexing case information. Noise words are words that are automatically excluded from a case index. The noise word list includes the most common words in the English language (and, but, is, if, the). Noise words are words you would generally not search for. Eliminating these words from the index ensures that searches run faster and more efficiently. Effectively, a noise word is processed as an "any word" wildcard (*). For example the search "Harold the cat" is processed as: Harold * cat. A single word search request for a noise word will return no records. For example, a search request for the term "because" yields no results. The noise words for both LAW PreDiscovery and Early Data Analyzer are stored in the noise.dat file. LAW manages noise words at the application level in a file named noise.dat. This file is located in the DTConfig folder which can be found in the installation path of LAW PreDiscovery. To edit the noise word list 1. Navigate to the DTConfig folder located in the LAW PreDiscovery installation directory.

106 106 LAW PreDiscovery If you are using Early Data Analyzer version 1.4 or later, the default directory is: C: \ProgramData\LexisNexis\EdAnalyzer\Home. If you are using Early Data Analyzer version 1.3 or earlier, the default directory is: C: \Program Files\LAW50\. In version 1.4 or later, the default directory for cases created in Early Data Analyzer version 1.3 or earlier remains C:\Program Files\LAW50\ until the OK button is clicked in the Options - Environment Settings dialog box. Clicking OK moves the case's DTConfig directory to the C:\ProgramData\LexisNexis\EdAnalyzer\Home directory. 2. Open the noise.dat file using Notepad or another text editor. 3. Add or remove noise words from the list. 4. Save the file. 5. On the Tools menu click Full Text Index and then click Re-Index All Documents. Removal of noise words from noise.dat can result in reduced performance of indexing and search operations. This is because any word removed from the noise list is indexed along with other keywords. About the Search Tab The Search tab consists of four panes, the Search Request pane, the Search Analysis pane, document list pane, and the document details pane. Search Request Pane The Search Request pane is used to define the search queries used for the case.

107 Early Data Analyzer Web 107 Search Request Pane Toolbar The Search Request pane toolbar is used to manage the case's search queries, including adding, tagging, running, and deleting search queries. You can also refresh the search results and run a search analysis from the Search Request pane toolbar. The Search Request pane toolbar is located at the top of the Search Request pane on the Search tab.

108 108 LAW PreDiscovery Search Request Pane Toolbar Feature Search Options button Refresh saved searches list button New search button Import searches button Tag checked searches button Run checked searches button Delete checked searches button Search Analysis button Description Options the Search Options dialog box. Search options are applied to all full-text searches for the case. Refreshes the search results on the Search tab. Opens the New Search Term dialog box for adding new search queries to the case. Opens the Import Searches dialog box for importing search queries from a line-delimited.txt file. Opens the Group Tagging tab in the Group Tagging dialog box. Runs the saved search queries that currently have their check box selected on the Search Request pane. Opens the Delete Searches dialog box for deleting the saved search queries that currently have their check box selected on the Search Request pane. Opens the Search Analysis pane on the Search tab. For more information, see Performing Search Analysis.

109 Early Data Analyzer Web 109 Hides the Search Request pane to expand the document details pane. Show/Hide button Completed search query status Displays the current number of searches that have successfully run and are up-to-date out of the total number of saved search queries in the case. The current number of searches excludes any search query that is currently running, is new and never run, is out-of-date, or did not run successfully. Search Request List The Search Request list displays the saved search queries created for the case. The check box next to each search query determines whether the the search query runs when the Run checked searches button,, is clicked or if the search query is included in a search analysis when the Search Analysis button,, is clicked. If the check box is selected, the search query will run or will be included in the search analysis, if the check box is not selected, the the search query will not run and is excluded from the search analysis. The Search Request list contains seven columns. Search Request List Columns Column Description The check box column next to the Name column is used to select a search query for running, editing, deleting, or analyzing the search query. Before any of these processes can be performed on a search query, the check box for the search query needs to be selected. To select all check boxes, select the check box in the header. To clear all check boxes, clear the check box in the header. ID The number automatically assigned to a search query when it is created. ID numbers are incrementally assigned from smallest to largest. For example, if three queries are created, the first query created is assigned the number 1, and the last query created is assigned number 3.

110 110 LAW PreDiscovery The ID is permanently assigned to the search query. If the search query is deleted, the query's ID is permanently removed from the case. It is not reassigned to another search query. Status Search Term Date Tags Count Size MB The current status for each saved search query. See the Search Status Icon Key for more information. Search query text. If a date range is added to a search query using the Start Date and End Date fields in the New Search Term or Edit Search Term dialog box, the Date Range icon,, is displayed. The Date column is blank for a query if no date range is entered for the query in the Start Date and End Date fields. If group tags are applied to the search query, the tag icon,, is displayed. If no group tags are assigned to the search query, the Tags column is blank for the query. Click in the Tags column for a search query to view, add, or remove group tags. The number of case documents returned for the search results. The sum of the file sizes of the documents in megabytes. The Size MB value is calculated using family size. When a parent document contains attachments, the attachments are not included in the file size calculation because the parent document file size already reflects the file size of its attachments. This prevents doubling the actual file size of attachments. Search Status Icon Key The Status column, located between the ID and Search Term columns, indicates the current status for each saved search query. The following key shows the different statuses available for saved searches: Search Status Icon Key

111 Early Data Analyzer Web 111 Search Status Icon Key Icon Name Description New Search query is new and has not run yet. Pending Search query is currently running. Complete Search query is completed and is search results are current. Out of Date Search query results are out of date. The Out of Date icon will be displayed if documents have been added or removed from the case or if filter settings that affect the saved search query have been modified. Error Early Data Analyzer Web encountered an error while running the search query.

112 112 LAW PreDiscovery Sorting Data in the Search Request List In the Search Request list you can sort the data by a specific column in ascending or descending order. To sort the Search Request list by a column, click the column header name. When you click the column header name the Search Request list is sorted by the selected column. After clicking the column header, a small black arrow or is displayed in the column the table data is currently sorted by, and direction of the arrow indicates whether the data is sorted in ascending or descending order. The up arrow,, indicates ascending order and the down arrow,, indicates descending order. To change the column used to sort the data, click the column header for the column you want to use. To change the sort order, click the column header again. Tagging from the Search Request Pane When group tags are applied to a search query, in the Search Request list, a tag icon,, is displayed in the Tags column for the search query. If no group tags are applied to the search query, the Tags column is blank for the search query. Group tags are applied and maintained for groups of documents in the Search Request pane by clicking in the Tags column for a search query in the Search Request list. Clicking in the Tags column for a search query opens the Group Tagging tab in the Group Tagging dialog box. For more information, see Tagging. Refreshing the Search Results The Search tab automatically refreshes itself at regular intervals and when you navigate away from the Search tab. By default, the Search tab automatically refreshes itself every five seconds. If a case has thousands of searches and the refresh update takes longer than five seconds, the Early Data Analyzer Web automatically adjusts the Search tab refresh rate for the case to accommodate the longer refresh update time. If documents are currently being added or removed from the case while you are viewing the Search tab, you can manually refresh the Search tab by clicking the Refresh button, the latest search results., to view For example, you can click the Refresh button,, to update the Count and Size MB column values in the Search Request list without navigating away from the Search tab.

113 Early Data Analyzer Web 113 Showing and Hiding the Search Request Pane On the Search tab you can hide the Search Request pane to expand the document details pane for easier viewing. The Show/Hide button at the top of the Search Request pane is a toggle for showing and hiding the Search Request pane. Click the Show/Hide button to hide the pane. Click the Show/Hide button when the Search Request pane is collapsed to display the pane again. The show/hide setting is retained as long as you are on the Search tab. When you navigate away from the Search tab, the setting reverts back to the default setting with the Search Request pane expanded. For more information about changing how the panes are displayed on the Filters and Search tabs, see Customizing the Tabs.

114 114 LAW PreDiscovery Search Analysis Pane The Search Analysis pane is used to determine the uniqueness of selected saved search queries to help determine their effectiveness for a case. For more information, see Performing Search Analysis. Search Request Pane Toolbar The Search Analysis pane toolbar contains the Return to Saved Search List button,, and the Show/Hide button,. The Return to Saved Search List button closes the Search Analysis pane and opens the Search Request pane, and the Show/Hide button hides the Search Analysis pane to expand the document details pane.

115 Early Data Analyzer Web 115 Unique Documents Section The Unique Documents section displays the saved search queries selected on Search Request pane, and indicates the number of documents unique to each search query, based on the search queries in the Unique Documents section. The Unique Documents section contains five columns: Unique Documents Section Columns Column ID Description The number automatically assigned to a search query when it is created. ID numbers are incrementally assigned from smallest to largest. For example, if three queries are created, the first query created is assigned the number 1, and the last query created is assigned number 3. The ID is permanently assigned to the search query. If the search query is deleted, the query's ID is permanently removed from the case. It is not reassigned to another search query. Search Term Count Search query text. The unique count of documents hit after comparing the selected saved search queries. The Count column displays the number of case documents returned for the search results that were hit by only this search query out of the set of compared search queries. Family Count The unique count of families that were hit after comparing the selected saved search queries. The Family Count column displays the number of case document families returned for the search results that were hit by only this search query out of the set of compared search queries.

116 116 LAW PreDiscovery Size MB The sum of the file sizes of the documents in megabytes. The Size MB value is calculated using family size. When a parent document contains attachments, the attachments are not included in the file size calculation because the parent document file size already reflects the file size of its attachments. This prevents doubling the actual file size of attachments. Frequently Hit Documents Section The Frequently Hit Documents section displays the number of search queries that contain the same document in their search results, based on the search queries in the Unique Documents section. The Frequently Hit Documents section contains three columns: Frequently Hit Documents Section Columns Column Search Hit Count Count Size MB Description After comparing the selected saved search queries, the number of search queries containing the same document(s) in the search results. After comparing the selected saved search queries, the number of case documents returned for the search results that contain more than one of the selected search terms. The sum of the file sizes of the documents in megabytes. The Size MB value is calculated using family size. When a parent document contains attachments, the attachments are not included in the file size calculation because the parent document file size already reflects the file size of its attachments. This prevents doubling the actual file size of attachments. Sorting Data in the Search Analysis Pane In the Search Analysis pane you can sort the data by a specific column in ascending or descending order. To sort the Unique Documents list or Frequently Hit Documents list by a column, click the column header name. When you click the column header name the list is sorted by the selected column. After clicking the column header, a small black arrow or is displayed in the column the table data is currently sorted by, and direction of the arrow indicates whether the data is sorted in ascending or descending order. The up arrow,, indicates ascending order and the down arrow,, indicates descending order. To change the column used to sort the data, click the column header for the column you want to use. To change the sort order, click the column header again.

117 Early Data Analyzer Web 117 Showing and Hiding the Search Analysis Pane On the Search tab you can hide the Search Analysis pane to expand the document details pane for easier viewing. The Show/Hide button at the top of the Search Analysis pane is a toggle for showing and hiding the Search Analysis pane. Click the Show/Hide button to hide the pane. Click the Show/Hide button when the Search Analysis pane is collapsed to display the pane again.

118 118 LAW PreDiscovery The show/hide setting is retained as long as you are on the Search tab. When you navigate away from the Search tab, the setting reverts back to the default setting with the Search Request pane expanded. For more information about changing how the panes are displayed on the Filters and Search tabs, see Customizing the Tabs. Document List Pane The document list pane is used to view the search results for a selected search request. Clicking a file in the document list will display the file's information in the document details pane.

119 Early Data Analyzer Web 119 Document List Pane Toolbar The Search Request pane toolbar is used to manage the search query currently selected in the Search Request pane, including editing, tagging, running, and deleting search queries. The document list pane toolbar is located at the top of the document list pane on the Search tab.

120 120 LAW PreDiscovery Document List Pane Toolbar Feature Edit search button Tag search button Description Opens the Edit Search Term dialog box for editing the search query currently selected in the Search Request pane. Opens the Group Tagging tab in the Group Tagging dialog box. When you open the Group Tagging dialog box from the document list pane and select or remove a tag, the tag is added to or removed from all the documents contained within the selected search query. Runs only the selected search query. Run search button Delete search button Opens the Delete Search dialog box for deleting only the search query currently selected in the Search Request pane. Tagging from the Document List Pane Clicking the tag icon,, at the top of the document list pane opens the Group Tagging tab in the Group Tagging dialog box. When you open the Group Tagging dialog box from the document list pane and select or remove a tag, the tag is added to or removed from all the documents contained within the selected search query. For more information, see Tagging. Viewing Attachments When there are attachment files associated with another file, the paper clip attachment icon is displayed next to the file name,, and a down arrow,, is displayed to the left of the File Type field for the document in the document list pane. Click the arrow to view the attachment details. You can click an attachment file name in the document list pane to view the file's information in the document details pane. To collapse the attachment details, click the up arrow,.

121 Early Data Analyzer Web 121 Navigating in the Document List Pane The navigation bar at the bottom of the document list pane displays the current page number and the total number of pages of search results for the selected filter. Navigation Bar Key Feature Name Description First page button Previous page button Page of field Next page button Last page button Navigates to the first page of the search results. Navigates to the previous page of the search results. Indicates the number of the current page displayed for the search results. You can navigate directly to a page in the search results by typing the page number in the field and then clicking outside of the field. Navigates to the next page of the search results. Navigates to the last page of the search results

122 122 LAW PreDiscovery Document Details Pane The document details pane is used to view the file details for a file selected in the document list pane. Tagging from the Document List Pane Tags are applied and maintained for individual documents in the document details pane by clicking the tag icon,, next to the Tags field. Clicking the tag icon,, opens the Tagging tab in the Tagging dialog box. When a tag is applied to the document, the tag name is displayed in the Tags field. For more information, see Tagging. Navigating Search Hits Between the Tags field and the extracted text in the document details pane are Up button,, or Down button,, for navigating between highlighted search hits in the content of the file.

123 Early Data Analyzer Web 123 The [search hit number] of [total number of search hits] field next to the Up button indicates the number of the search hit currently selected in the file and the total number of search hits identified in the current file. Opening the Native File The native file corresponding to the file currently selected in the document list pane can be opened by clicking the Retrieve document link in the document details pane. Clicking the Retrieve document link opens the native file in its native application. The Retrieve document link can only open files that are 2 GB or less. If you click the Retrieve document link for any file over 2 GB, the file will not open and the Error occurred extracting document. error message is displayed. Truncated Text If the extracted text exceeds the extracted text limit for the document details pane, Document text truncated due to length. See all., is displayed at the bottom of the document details pane. Clicking the See all link displays all of the file's extracted text in the document details pane.

124 124 LAW PreDiscovery Related Topics About Early Data Analyzer Web Opening a Case About the Case Dashboard Filtering Analyzing Filter Results Tagging Running Searches Performing Search Analysis About Search Operators

125 Early Data Analyzer Web 125 Customizing the Tabs Running Searches In Early Data Analyzer Web, you can run new and saved searches against a case's filtered records from the Search Request pane on the Search tab. New searches are run by entering a search query in the New Search Term dialog box and clicking the Save and Submit button. Saved searches are run from the Searches tab in the Search Request pane by selecting a saved search or searches and then clicking the Run checked searches, multiple saved searches simultaneously in Early Data Analyzer Web., button. You can run The Status column on the Searches tab, located between the ID and Search Term columns, indicates the current status for each saved search query. For more information about the different statuses available for saved searches, see About Searching. You can create and run basic and full-text searches in Early Data Analyzer Web. When you are creating full-text searches you can manually add search terms or you can add search terms directly from the dictionary, fields, and field values. You can also help fine tune your searches by defining the full-text search options in the Search Options dialog box. Search queries can also be imported into Early Data Analyzer Web from a line-delimited text file. When search queries are imported into Early Data Analyzer Web, they are automatically added to the saved search queries list on the Searches tab in the Search Request pane. On the Search tab, tags can be applied to all or individual records in a search query. For more information about tagging documents by search query, see To apply tags by search query in the Tagging topic. A case's saved search queries are synchronized for the case between Early Data Analyzer and Early Data Analyzer Web. When saved search queries are added, edited, or deleted from Early Data Analyzer or Early Data Analyzer Web, the search query information is automatically updated for the case in the other application. For example, if you add a saved search query to a case in Early Data Analyzer, the saved search query automatically appears for the case in Early Data Analyzer Web. The same is true if the saved search query was added to Early Data Analyzer Web. After the saved search query is added to Early Data Analyzer Web, the saved search query automatically appears for the case in Early Data Analyzer. To create and run a basic word search 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's

126 126 LAW PreDiscovery Dashboard page is displayed. 3. Click the Search tab. 4. In the Search Request pane, click the New search button,. Clicking the New search button,, opens the New Search Term dialog box. 5. Click the Save and Submit button. Clicking the Save and Submit button saves and runs the search query. The new search query is added to the saved search queries list in the Search Request pane. The search results are displayed in the document list pane.

127 Early Data Analyzer Web 127 When the Created and Modified fields are displayed on the Search tab, the time in the Created and Modified fields is displayed in UTC (Coordinated Universal Time), not the local time. 6. Optionally, click a file in the document list pane to preview the text associated with it and the search hits. The text appears in the rightmost panel.

128 128 LAW PreDiscovery If available, click the See all link next to Document text truncated due to length. to view the extracted text in a text editor. If you open a truncated document in the text editor, the search hits are displayed in the text editor, but you cannot navigate between the hits within the text editor. 7. Review the file in any of the following ways: Scroll through the record to find highlighted search hits. Click the Up button,, or Down button,, to move between highlighted search hits in the content of the file. The [search hit number] of [total number of search hits] field next to the Up button indicates the number of the search hit currently selected in the file and the total number of search hits identified in the current file.

129 Early Data Analyzer Web 129 To create and run a full-text search Full-text searching includes additional advanced search features that allow you to write longer full-text queries. When writing advanced full-text search queries, you will want to learn how to use search operators that help provide precise search results. For more information, see About Search Operators. Before running full-text searches, define the full-text search options in the Search Options dialog box. For more information, see To configure full-text search options. 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Search tab. 4. Review the full-text search options in the Search Options dialog box, and make any necessary changes. To open the Search Options dialog box, on the Search Requests pane, click the Search options button,. For more information, see To configure full-text search options. 5. In the Search Request pane, click the New search button,. Clicking the New search button,, opens the New Search Term dialog box. 6. Type the search query, including operators, and/or add words directly from the dictionary or field list.

130 130 LAW PreDiscovery To add a date range to a search query A date range can be added to a search query using the Start Date (UTC) and End Date (UTC) fields in the New Search Term or Edit Search Term dialog box. Date ranges entered on the Search tab only look for date range matches within the case's filtered documents. Documents excluded by the case filters are excluded from search queries, including date ranges in search queries. Just like date range filters on the Filters tab, date ranges entered in the Start Date (UTC) and End Date (UTC) fields on the Search tab search the sent date for messages, and the start- and end-dates for calendar items. Other date ranges can also be added to a search query by manually entering the applicable date range in the search query box, or by selecting the applicable fields and dates in the fields section. 1. In the New Search Term or Edit Search Term dialog box, click the calendar icon,. 2. Clicking the calendar icon displays the Start Date (UTC) and End Date (UTC) fields below the search query box. 3. Click in the Start Date (UTC) field to display the calendar, and then select the month, day, and year in the calendar.

131 Early Data Analyzer Web Click in the End Date (UTC) field to display the calendar, and then select the month, day, and year in the calendar. When you are done creating the search query and click the Save and Submit button, the search query will be saved and the Date Range icon,, will be displayed in the Date column for the search query. The Date Range icon in the Date column indicates a date range has been added to a search query from the Start Date (UTC) and End Date (UTC) fields. You can hover your mouse pointer over the icon to view the date range for the search query. The Date Range icon is not displayed in the Date column if a date range is entered manually in the search query box or from the fields section.

132 132 LAW PreDiscovery To add dictionary words to a search query 1. In the New Search Term dialog box, click the Search dictionary button,. Clicking the Search dictionary button displays the dictionary section of the New Search Term dialog box.

133 Early Data Analyzer Web In the Dictionary Lookup field, type part or all of the word you want locate in the dictionary. When you begin typing the word, the corresponding dictionary words are listed in the dictionary word list. The Word column displays the dictionary words, the Doc Count column displays the number of filtered documents in the case that contain the dictionary word, and the Hit Count column displays the number of occurrences of the dictionary word in the filtered case documents. The dictionary contains words from the records imported into the case that were identified during indexing in Early Data Analyzer. 3. Click the dictionary word you want to add to the search query. If this is the first term being added to the search query, the value selected in the Operators list is ignored. 4. If this is the second or more term to be added to the search query, click AND or OR from the Operators list. The Operators list defaults to AND. For more information about the AND and OR search operators, see About Search Operators.

134 134 LAW PreDiscovery 5. Click the Append button to add the word to the search query. Dictionary terms added to a search query can be edited. 6. If you want to add field and/or field values to the search query, click the Hide dictionary button,, and then click the Search fields button,. To add fields and field values to a search query 1. In the New Search Term dialog box, click the Search fields button,. Clicking the Search fields button displays the fields section of the New Search Term dialog box. The Available Fields box contains all of the metadata fields available for selection. The Available Values box displays the available field values for the field selected in the Available Fields box. When you are adding a field to a search query, you can add both the field and field values or just the field itself to the search query.

135 Early Data Analyzer Web In the Available Fields box, click the field you want to add to the search query. If field values are available for the field, they are displayed in the Available Values box. 3. If you want to include a field value in the search query, in the Available Values box, click the field value you want to add to the query. If you do not want to include a field value in the search query, do not click any value in the Available Values box. When the field is added to the query, the query will display (<field name> Contains("")). If you are adding a field value that contains special characters that dtsearch treats as spaces, Early Data Analyzer will strip these special characters out of the field value when the value is added to the search query and replace them with spaces. If a field value contains special characters that will be stripped from the value, a caution icon,, is displayed next to the Append button. Place your pointer over the caution icon to view the message. For example: The original From field value is oh john <john.oh@enron.com>. When the field value is added to the query, the < and > symbols and the period are removed from the value.

136 136 LAW PreDiscovery If this is the first term being added to the search query, the value selected in the Operators list is ignored. 4. If this is the second or more term to be added to the search query, click AND or OR from the Operators list. The Operators list defaults to AND. For more information about the AND and OR search operators, see About Search Operators. 5. Click the Append button to add the field and/or field value to the search query. Field terms added to a search query can be edited. 6. If you want to add dictionary terms to the search query, click the Hide search fields button,, and then click the Search dictionary button,. If the Any Words or All Words option is selected in the Search Options dialog box, the sequence of words in the query must be wrapped in quotes to prevent the search from inserting Boolean operators (like AND or OR) between the words in the sequence. 7. Click the Save and Submit button. 8. Clicking the Save and Submit button saves and runs the search query. The new search query is added to the saved search queries list in the Search Request pane. The search results are displayed in the document list pane.

137 Early Data Analyzer Web 137 When the Created and Modified fields are displayed on the Search tab, the time in the Created and Modified fields is displayed in UTC (Coordinated Universal Time), not the local time. 9. Optionally, click a file in the document list pane to preview the text associated with it and the search hits. The text appears in the rightmost panel. If available, click the See all link next to Document text truncated due to length. to view the extracted text in a text editor. If you open a truncated document in the text editor, the search hits are displayed in the text editor, but you cannot navigate between the hits within the text editor. 10. Review the file in any of the following ways:

138 138 LAW PreDiscovery Scroll through the record to find highlighted search hits. Click the Up button,, or Down button,, to move between highlighted search hits in the content of the file. The [search hit number] of [total number of search hits] field next to the Up button indicates the number of the search hit currently selected in the file and the total number of search hits identified in the current file. To import search queries On the Search tab, search queries can be created and saved manually or imported from a line-delimited.txt file. Up to 5000 search queries in a line-delimited.txt file can be imported

139 Early Data Analyzer Web 139 at one time. 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Search tab. 4. On the Searches tab in the Search Request pane, click the Import searches button,. Clicking the Import searches button opens the Import Searches dialog box. 5. Click the Browse button. Clicking the Browse button opens the Choose File to Upload dialog box.

140 140 LAW PreDiscovery 6. Browse to and select the search query.txt file you want to import, and then click the Open button. Clicking the Open button adds the path and file name of the the search query.txt file to the Import file field. 7. Click the Import button. When the import is finished, the following message is displayed indicating the number of search queries successfully imported:

141 Early Data Analyzer Web Click the Close button close the Import Searches dialog box. The search queries are imported and added to the saved search queries list on the Searches tab in the Search Request pane, and the New icon, Status column for the imported search queries., is displayed in the 9. Run the imported search queries to view the search results for the imported queries in Early Data Analyzer Web. To configure full-text search options The settings defined in the Search Options dialog box apply to all full-text searches for the case. 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Search tab. 4. In the Search Request pane, click the Search options button,.

142 142 LAW PreDiscovery Clicking the Search options button opens the Search Options dialog box. 5. Select the check box next to the search options you want to enable for the case. Use Stemming. Finds grammatical variations of the term. For example, "fish" also returns "fishing." Use Phonic Searching. Finds terms that sound like the search term. For example, "Smith" also returns "Smyth." Use Fuzzy Searching. Finds words with similar spelling as the search term. For example, the search term case might return records that contains cash, cale, cake, etc. You set the fuzzy value to a number between 1-10, with 1 being the least fuzzy and 10 the most. Search Syntax. Selects terms according to logical operators and character patterns that you specify that occur within the search string. Boolean - Supports standard AND/OR connectors between search terms. All Words - Alternative to using Boolean that implies all ANDs and ORs respectively between words. All of the words in the search query must be present in the record for a record to be retrieved in your search results. Any Words - Alternative to using Boolean that implies all ANDs and ORs respectively between words. Any of the words in the search query can be located in a record. Synonym Searching. Enables synonym searching. WordNet Synonyms - Use synonyms from the WordNet thesarus. WordNet Related Words - Use related words from the WordNet thesaurus. If all search options are enabled in the Search Options dialog box, including the Fuzzy

143 Early Data Analyzer Web 143 Searching value setting, sometimes running saved search requests generates the Invalid search request error message, and the Error icon,, is displayed next to the search queries in the saved searches list. To successfully run the search requests, adjust the search options. 6. Click Save. Clicking Save closes the Search Options dialog box and the search options settings you defined are applied to all full-text searches for the case. To run multiple saved search queries You can have Early Data Analyzer Web run individual saved search queries or multiple saved search queries at one time. When you run multiple search queries at one time, each search query is run individually against the filtered case files. They are not combined into one query. Once the queries have finished running, you can click the saved query to view the search results in the document list pane. When saved searches queries are running, users can continue working in Early Data Analyzer Web, but sources cannot be deleted from a case and OCR cannot be performed on documents in Early Data Analyzer while the searches are processing. 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Search tab. 4. On the Searches tab in the Search Request pane, select the check box next to the saved search queries you want to run. If you want to select all saved queries, select the check box in the header row. You can also clear all the check boxes by clearing the check box in the header row.

144 144 LAW PreDiscovery 5. Click the Run checked searches button,. The Run checked searches button is only enabled when one of more of the saved search query check boxes are selected. When you click the Run checked searches button,, all of the selected search queries run. When the process is complete, the Complete icon,, is displayed in the Status column for the selected search queries, the Count column is updated with the number of hits found for the selected queries, the Size MB column is updated, the number of searches completed is displayed at the bottom of the Searches tab, and the search results are displayed in the document list pane. The Size MB column displays the sum of the file sizes of the documents in megabytes. The Size MB value is calculated using family size. When a parent document contains attachments, the attachments are not included in the file size calculation because the parent document file size already reflects the file size of its attachments. This prevents doubling the actual file size of attachments.

145 Early Data Analyzer Web 145 To run individual saved search queries You can have Early Data Analyzer Web run individual saved search queries or multiple saved search queries at one time. When you run an individual search query, you can run the saved search query from the Search Request pane or the document list pane. 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Search tab. 4. Do one of the following:

146 146 LAW PreDiscovery On the Searches tab in the Search Request pane, select the check box next to the saved search query you want to run, and then click the Run checked searches button,. The Run checked searches button is only enabled when one of more of the saved search query check boxes are selected. In the Search Request pane, click the save search query you want to run, and then click the Run search button,, at the top of the document list pane. When you click the Run checked searches or Run search button,, the selected search query runs. When the process is complete, the Complete icon,, is displayed in the Status column for the selected search query, the Count column is updated with the number of hits found for the selected query, the Size MB column is updated, the number of searches completed is displayed at the bottom of the Searches tab, and the search results are displayed in the document list pane. The Size MB column displays the sum of the file sizes of the documents in megabytes. The Size MB value is calculated using family size. When a parent document contains attachments, the attachments are not included in the file size calculation because the parent document file size already reflects the file size of its attachments. This prevents doubling the actual file size of attachments. To edit saved search queries: 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Search tab. 4. In the Search Request pane, click the saved search query you want to edit. 5. In the document list pane, click the Edit search button,.

147 Early Data Analyzer Web 147 Clicking the Edit search button opens search query in the Edit Search Term dialog box. 6. Edit the search query and then click the Save and Submit button. Clicking the Save and Submit button saves your changes runs the updated search query. To delete saved search queries: Search queries can be deleted from the Search Request pane and the document list pane on the Search tab. Only the search query currently selected in the Search Request pane can be deleted from the document list pane. Currently in Early Data Analyzer Web, if a group tag has been applied to a saved search query, when a saved search query is deleted, the group tag applied to the documents in the deleted search query are automatically removed from the documents when the search query is deleted. To delete search queries from the Search Request pane: 1. Click the Case Manager tab.

148 148 LAW PreDiscovery 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Search tab. 4. In the Search Request pane, select the check box next to the search queries you want to delete. 5. Click the Delete searches button. Clicking the Delete searches button opens the Delete Searches dialog box.

149 Early Data Analyzer Web Click the Delete Searches button. Clicking the Delete Searches button deletes the selected search queries from the case. To delete a search query from the document list pane: 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Search tab. 4. In the Search Request pane, click the search query you want to delete. 5. In the document list pane, click the Delete search button,. Clicking the Delete search button opens the Delete Search dialog box.

150 150 LAW PreDiscovery 6. Click the Delete Search button. Clicking the Delete Search button deletes the selected search query from the case. Related Topics About Early Data Analyzer Web Opening a Case About the Case Dashboard Filtering Analyzing Filter Results Tagging About Searching Performing Search Analysis About Search Operators Customizing the Tabs Performing Search Analysis In Early Data Analyzer Web you can analyze a case's saved searches to help determine their effectiveness for the case. To have Early Data Analyzer Web analyze saved searches, you

151 Early Data Analyzer Web 151 select the saved searches you want to analyze and then click the Search Analysis button,. The search analysis results are displayed on the Search Analysis pane on the Search tab. The Search Analysis pane displays the number of documents unique to each search and the number of documents returned by multiple searches. To perform a search analysis 1. Click the Case Manager tab. 2. In the Name column, click the [case name] link. Clicking the [case name] link opens the case in the Case module, and the case's Dashboard page is displayed. 3. Click the Search tab. 4. On the Searches tab in the Search Request pane, select the check box next to the saved search queries you want to analyze.

152 152 LAW PreDiscovery If you want to select all saved queries, select the check box in the header row. You can also clear all the check boxes by clearing the check box in the header row. 5. Click the Search Analysis button,. Clicking the Search Analysis button opens the Search Analysis pane on the Search tab.

153 Early Data Analyzer Web 153 The selected search queries are listed in the Unique Documents section. By default, the saved search queries are listed by search ID. The Count column displays the number of documents unique to each search query, based on the search queries in the Unique Documents section. In addition to the Count column, the Unique Documents section contains the following information: Unique Documents Section Columns Column ID Description The number automatically assigned to a search query when it is created. ID numbers are incrementally assigned from smallest to largest. For example, if three queries are created, the first query created is assigned the number 1, and the last query created is assigned number 3.

154 154 LAW PreDiscovery The ID is permanently assigned to the search query. If the search query is deleted, the query's ID is permanently removed from the case. It is not reassigned to another search query. Search Term Count Search query text. The unique count of documents hit after comparing the selected saved search queries. The Count column displays the number of case documents returned for the search results that were hit by only this search query out of the set of compared search queries. Family Count The unique count of families that were hit after comparing the selected saved search queries. The Family Count column displays the number of case document families returned for the search results that were hit by only this search query out of the set of compared search queries. Size MB The sum of the file sizes of the documents in megabytes. The Size MB value is calculated using family size. When a parent document contains attachments, the attachments are not included in the file size calculation because the parent document file size already reflects the file size of its attachments. This prevents doubling the actual file size of attachments. The Frequently Hit Documents section displays the number of search queries that contain the same document in their search results, based on the search queries in the Unique Documents section. The Frequently Hit Documents section contains the following information: Frequently Hit Documents Section Columns Column Search Hit Count Count Size MB Description After comparing the selected saved search queries, the number of search queries containing the same document(s) in the search results. After comparing the selected saved search queries, the number of case documents returned for the search results that contain more than one of the selected search terms. The sum of the file sizes of the documents in

155 Early Data Analyzer Web 155 megabytes. The Size MB value is calculated using family size. When a parent document contains attachments, the attachments are not included in the file size calculation because the parent document file size already reflects the file size of its attachments. This prevents doubling the actual file size of attachments. 6. To review the unique documents returned for a search query, in the Unique Documents section, click a search query. The unique documents are listed in the document details pane. 7. In the document details pane, click a file to review it. Text extracted from the file, along with file's metadata, are visible in the document details pane. 8. To review the documents contained in multiple search queries, in the Frequently Hit Documents section, click a row. The document(s) contained in multiple search queries are listed in the document details pane. 9. In the document details pane, click a file to review it. Text extracted from the file, along with file's metadata, are visible in the document details pane.

156 156 LAW PreDiscovery 10. Click the Return to Saved Search List button,, to close the Search Analysis pane. Related Topics About Early Data Analyzer Web Opening a Case About the Case Dashboard Filtering Analyzing Filter Results Tagging About Searching Running Searches About Search Operators Customizing the Tabs

157 Early Data Analyzer Web 157 About Search Operators Search operators allow you to formulate or write your own advanced queries to garner stronger search results from your case records. Once you learn to use search operators, you can advance to typing complex searches that will help you locate information that might otherwise takes hours of review to uncover. Searching in Early Data Analyzer Web is not case sensitive, so you do not have to enter all caps when typing in operators. You should type spaces between search terms and the operator (LayK AND LangW), except when searching with characters or using symbols and punctuation. For more information, refer to the Search Operators table below. Once you learn how to write your own basic queries, you can advance to creating full-text search queries. Document level (Boolean) Boolean operators are based on the binary logic used in computers today, producing strict true or false results. In Early Data Analyzer Web, Boolean operators search at the document level. Boolean operators used in Early Data Analyzer Web include AND, OR, and AND NOT. Field level (Context) Context operators search at the field level. The search term you are trying to locate may still exist elsewhere in your case data (in another field or spreadsheet), you are just narrowing your search to one field. Early Data Analyzer Web uses the search operator, CONTAINS, to locate text within a specified field. An alternative to typing CONTAINS is typing double colons ::. When you use this option, you must have a space before and after the double colons. Field names must have quotes around them. For example, when you search the Author field, your query should by typed as: "Author". Word level (Proximity) Proximity operators search at the word level and are useful when looking for content that appears in records either in direct succession or adjacent order, or in close succession to each other within a specified range. This number refers to the maximum number of intervening indexed words. Character level (Wildcards) Wildcard operators are symbols you can use as a substitute for characters or series of characters in a search term, creating a broader search with stronger results.

158 158 LAW PreDiscovery Using wildcard characters helps you locate: Variations on a root word Possible misspellings of a name or word Words or names that might include punctuation (apostrophes) Search Operators Search Operators Operator Query Results DOCUMENT LEVEL AND contains both words OR contains either word AND NOT contains first word, but not second WORD LEVEL BEFORE NEAR w/5 not w/12 w/5 xfirstword w/5 xlastword lay AND lang lay OR lang lay AND NOT lang kenneth BEFORE lay kenneth BEFORE5 lay lay NEAR5 lang lay w/5 lang lay not w/12 lang lay w/5 xfirstword lay w/5 xlastword Finds all records with both the words: lay and lang Finds all records with either lay or lang, or both Finds all records with lay, but not lang Finds kenneth directly preceding lay Finds kenneth before five words of lay Finds lay within five words of lang Finds lay within five words of lang Finds lay where it is not within 12 words of lang Finds lay when it occurs in the first five words of a document Finds lay when it occurs in the last five

159 Early Data Analyzer Web 159 Search Operators Operator Query Results words of a document LIKE LIKE deposition Finds synonyms from the thesaurus for the search term specified; might locate testimony % performs a fuzzy search Phil% Finds Phil, Philip, and Philllip * Fuzzy searching finds words even if they are misspelled. The position of the % character determines how many letters at the start of the word must match exactly. For example: ba%nana must begin with ba and have at most one difference between it and banana. The query: b%%anana finds words that begin with b and have at most two differences between it and banana. For more information, see Fuzzy Searching. # performs a phonic search #Smith Finds words that sounds alike, such as Smith and Smythe For more information, see Phonic Searching. ~ stemming at the end of a word finds grammatical variations of a word manage~ apply~ Finds manager and management Finds applies, applied, applying For more information, see Stemming. & finds synonyms &fast Finds quickly For more information,

160 160 LAW PreDiscovery Search Operators Operator Query Results see Synonym Searching. //text contains //text contains Smith Finds Smith within the content of the documents only. FIELD LEVEL Does not search for Smith in the a document's metadata fields. CONTAINS "Filename" CONTAINS meeting Finds meeting in the File Name field * Text before the CONTAINS operator must be a field name and the field name must be in quotes. ** The CONTAINS operator cannot be used with the NEAR or BEFORE operators. :: "Filename" :: meeting Short form alternative for the CONTAINS operator. Returns the same results: Finds meeting in the File Name field. CHARACTER LEVEL Requires a space before and after the double colons. The field name must be in quotes.? represents any character in its place in the character sequence wom?n??99 10:?? Finds the following: woman, women Finds all dates in the year 1999 Finds all timeframes of 10:00 o'clock (a.m. or p.m.), i.e. 10:00, 10:42

161 Early Data Analyzer Web 161 Search Operators Operator Query Results = matches any single digit =55 =12 Finds all records that contain the number 55 Finds dates with the number 12, such as 12/01/2001 and 08/12/2005 * matches multiple characters Phil* Finds Phil, Philip ## regular expression "##app.*ie" Finds apple pie NUMERIC Finds search terms that includes a combination of characters. A regular expression included in a search query must be in double quotes and must begin with ##. For more information, see Regular Expressions. < less than < 50 Florida < Finds numbers less than 50 Finds Florida followed by a number less than > greater than > 50 Finds numbers greater than 50 <= less than or equal to <=50 Finds numbers less than or equal to 50 >= greater than or equal to >=50 Finds numbers greater than or equal to 50 = equal to =50 Finds the number 50 <x and >x not equal to <50 and >50 Finds all numbers except 50 ~~ numeric range 10 ~~ 20 Finds any numbers

162 162 LAW PreDiscovery Search Operators Operator Query Results between the two numbers, such as between 10 and 20 For more information, see Numeric Range Searching. TO 10 TO 20 Finds numbers in text within the specified range * The TO operator requires numeric text before and after the operator. Related Topics About Early Data Analyzer Web Opening a Case About the Case Dashboard Filtering Analyzing Filter Results Tagging About Searching Performing Search Analysis Running Searches Customizing the Tabs

163 Early Data Analyzer Web 163 Customizing the Tabs The Filters and Search tabs in the Case module consist of three panels. The Filters or Search Request panel on the left, the document list pane in the middle, and the document detail pane on the right. You can customize how the three pane are displayed using the Customize Tab toolbar. The Equal Size button is selected by default. The tab setting is retained as long as you are on the tab. When you leave the tab, the setting reverts back to the default Equal Size setting. To change the tab setting, on the Customize Tab toolbar, click the button for the setting you want to apply to the view. Customize Tab Toolbar Buttons Button Name Description Equal Size All panels are equal size. Left Larger The left pane is larger than the center and right panes. The center and right panes are the same size as each other.

164 164 LAW PreDiscovery Center Larger The center pane is larger than the left and right panes. The left and right panes are the same size as each other. Right Larger The right pane is larger than the left and center panes. The left and center panes are the same size as each other. Automatic The panes automatically resize, depending on where the cursor is placed. The pane the cursor is currently in automatically becomes larger than the other two panes. You can also expand the document detail pane by hiding the Filters or Search Request pane. The Show/Hide button at the top of the Filters pane and Search Request pane is a toggle for showing and hiding the Filters pane and Search Request pane. Click the Show/Hide button to hide the pane. Click the Show/Hide button when the Filters or Search Request pane is collapsed to display the pane again.

165 Early Data Analyzer Web 165 Related Topics About Early Data Analyzer Web Opening a Case About the Case Dashboard Filtering Analyzing Filter Results Tagging About Searching Running Searches Performing Search Analysis About Search Operators

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