Most of the reports can be used before and after processing. For each report type, you can select the batch label and run a report for that specific batch. To access the reports, go to the
Processing module for a selected case, and click Reports to select the report you want to run.
Note: Batch level reports are available for processing batches in cases created prior to version 6.6. For cases created in 6.6 and later, additional reports for discovery batches and processing batches are also available.
Before Processing…
• View file errors found during discovery.
Run the Discovery Errors report before processing to view an initial list of errors found during discovery, including PST and NSF files that failed discovery. Before processing, this report provides a list of issues that you can address without processing the entire batch first. When selected, you can also choose from a list of Reason Codes to search for a specific error type. (After processing, run this report again for a comprehensive list of file errors. See Step 7.)
• To view all items not yet processed (including items selected or excluded based on your pre-processing options), run the Not Processed Documents report.
Note: This report is available for loose files only, and does not include data from PST and NSF files. To view other file types in your case, run the Not Processed Documents report after discovery has completed, and check the Type and Extension option.
• View files excluded by the NIST list
To determine which files are excluded from processing due to the selected NIST list, run the
• View the filtering options selected for the data set.
Run the Discovery and Processing Options report to list options selected for Discovery or Processing batches of documents or Processing Source data.
• View documents containing errors after import from a load file source
Run the Load File Discovery Errors report to view a list of documents that contained errors upon importing a third party load file source in pre-processing.
For details about importing load files, refer to the "Load File Import Guide".
Step 6: Start Processing
After reviewing processing details for your sources, select the sources and start processing. Statistics are tracked and monitored across multiple processing runs and are fully incremental, so users can easily process an initial set of documents for early case assessment based on the most critical document types and time periods and then easily expand out the range of documents processed as the scope of the case expands.
Step 7: Review Processing Results
To learn about the files that were processed (or did not process), generate the processing reports found on the Processing module > Reports screen.
For more information, see “Generating Processing Reports” on page 95
Run the following reports to view the different aspects of your case files.
After Processing…
• Review a complete and comprehensive list of locations for de-duplicated documents. During processing, de-duplication is performed across all document sources and all custodians.
Run the De-duplication report for a complete and comprehensive list of locations and sources for de-duplicated documents.
• Review a list of custodian level de-duplicated documents.
Run the De-duplication by Custodian reportto see, at the custodian level, how much the document set has been de-duplicated during Processing.
• Review the filtering options chosen for the data set.
Run the Discovery and Processing Options report to generate a list of options used. • Review all errors encountered during processing.
Run the Discovery Errors report after processing to see a comprehensive list of errors found during processing, including PST and NSF files that failed to process. Errors that can only be discovered during processing include OST/MBOX conversion errors.
• Review a list of files that were not processed. For example, whether a document is discovered but not processed, or if it is excluded from Discovery or Processing or both based on the different exclusion criteria (such as date range, size range, file types and extensions, de-NIST list, and container file count).
Run the Not Processed Documents reportto display files that were not processed or excluded by the case’s pre-processing options or exclusion criteria.
Note: This report is only available after attempting to process the data. • Review the documents that produced Discovery errors during Load File Import.
Run the Load File Discovery Errors report to identify Discovery errors affecting Load File Import.
Lists the documents that were included and imported from a load file source. For more information, refer to the Load File Import Guide. (Shows loose files only)
• Review “Other Type” documents (these are documents that do not fit into any other of the categories listed under Document Type in Processing > Sources & Pre-Processing > Pre- Processing Options).
Run the Other Type – Extensions report for a list of document that are not listed according to their type.
• Review a summary of all processed files within the case.
Run the Processed Documents report for a complete list of files processed including any errors that were encountered.
• Review and track data during Discovery and Processing phases for reconciliation.
Run the Processing Reconciliation report to get summary and detailed reports for the list of files and the associated files on disk and document/attachment counts needed for reconciliation. This report identifies which files get discovered, extracted, excluded, and the exact count of documents and attachments that are processed or dropped from those files.
Case Administration Guide