|
<< Click to Display Table of Contents >> Navigation: CloudNine Explore > Using CloudNine Explore |
CloudNine™ Explore work-flows help to dramatically reduce the cost and time associated with handling large electronic discovery productions by allowing you to search and cull data without requiring full expansion. Once the initial data set has been indexed and culled based on several available filtering mechanisms, a reduced data set can be passed directly to CloudNine™ LAW for full expansion and production capabilities.
This topic discusses the features in CloudNine™ Explore that enable you to perform the essential steps of a prefiltering work-flow, and the administrative features that you can use on an ongoing or as-needed basis.
A basic work-flow in CloudNine™ Explore is described as follows:
1.Configure environment settings. This one-time task configures settings in CloudNine™ Explore which will apply across cases. You will setup a connection to SQL Server, select a license server, and identify a storage location for CloudNine™ Explore cases. For more information on initial setup and configuration of CloudNine™ Explore, see Startup and Configuration.
2.Create a case. Creating a case in CloudNine™ Explore involves specifying a case name and other basic properties, verifying the data connection, selecting analysis options, and setting options for indexing. For more information on creating cases, see Cases in CloudNine™ Explore.
3.Import files. CloudNine™ Explore provides drag and drop functionality for adding items into the import queue. Custodians can be created automatically as items are added. During the import phase, you also create custodians and commit files to the case. The files are then inventoried, indexed, and made ready for filtering. For more information on importing, see Importing.
4.Configure filters. CloudNine™ Explore provides several methods to prefilter source data. These methods are described in the following table:
Filter type |
Removes from the export set: |
|---|---|
File Hash |
File types that do not contain user-related data. |
Duplicate Document |
Documents that are identical to the first identified instance of a document. |
Date Range |
E-mails and files whose sent date falls outside a date range that you specify. |
File Type |
File types that do not match those you explicitly allow. For example, if your filter lists PDF files, all other kinds of files are excluded. |
E-Mail Sender Domain |
E-mail sent from domains other than those you specify. |
Language |
Files that do not contain the languages that you specify. |
i.For more information on filtering, see Filtering.
5.Tag files. Tags can be applied to files in CloudNine™ Explore 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, produced to paper, responsive documents, etc. The tagging feature makes it easier for any project (scanned or electronic discovery) to be produced. For more information on tagging, see Tagging.
6.Perform CloudNine™ LAW or native export. Exporting from CloudNine™ Explore involves generating an export set and then sending the export set to a CloudNine™ LAW case or native file output directory. The export function also allows you to override filtering to include entire e-mail threads containing a filtered document or to only export filtered items with a specified tag. For more information on exporting from CloudNine™ Explore, see Exporting.
CloudNine™ Explore provides the following administrative features:
•Global Dashboard - managing processing across cases. CloudNine™ Explore is designed to make full use of the processing power of multiple networked computers to efficiently process multiple cases. The Global Dashboard is the monitoring instrument in CloudNine™ Explore for tracking the status of the local system and its running services, along with the status of working cases, and the services across all computers sharing in the workload. For more information on using the Global Dashboard, see Using the Global Dashboard.
•Reports. CloudNine™ Explore provides the following report types:
Report |
Description |
|---|---|
Document Timeline |
Summarizes the timeline of the documents in the current case. |
Exception Report |
Displays a report of any errors or other exceptions that my have been logged during the processing of the case. |
Export Exclusion Log |
A tab-delimited text-based log file containing a list of all documents not included in the export set provided to CloudNine™ LAW. |
Export Inclusion Log |
A tab-delimited text-based log file containing a list of all documents included in the export set provided to CloudNine™ LAW. |
Export Report |
Provides a summary of the documents exported to CloudNine™ LAW across all export sessions from CloudNine™ Explore for the current case grouped by custodian. |
File Type Summary |
Summarizes the documents in the current case by file type. This report includes the total number of documents by file type and the total file size of each file type. |
Filter Summary |
Summarizes the results of filtering operations. |
Import Report |
Summarizes items imported into the current CloudNine™ Explore case grouped by session, by custodian, or both. |
Language Identification Summary |
Summarizes the language identification results of the documents in the current case. |
Search Report |
Provides a summary of the search hit results for the search terms defined in the current case grouped by search term and custodian. |
Top 25 File Types |
Summarizes the documents in the current case by the top 25 file types. This report includes the total number of documents by file type and the total file size of each file type. |
User Audit Log |
A tab-delimited text-based log file containing a list of qualified actions performed by users in the case. |
For more information on using the reporting feature of CloudNine™ Explore, see Creating Reports.
•Exception monitoring. CloudNine™ Explore provides robust exception monitoring so you can more easily detect typical problems with data sources, such as encrypted files and corrupted mail stores. For more information on exception monitoring in CloudNine™ Explore, see Reviewing Exceptions.