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Summation 4.0.2 Release Notes
This document lists the new features, fixed issues, and known issues for AccessData Summation 4.0.2. Please
be aware that all known issues published under previous release notes still apply until they are listed under
“Fixed Issues.”

New Features
Comparison View
Comparison view is a new viewer in Case Review that allows you to view two documents side-by-side that were
found as similar during the cluster analysis processing.

The following reports have been added to Summation.

Deduplication Report
You can open the Deduplication Summary report to view duplicate files and emails that were filtered in
the case. Also included in the report are the deduplication options that were set for documents and
email. You can view the report, print it, and save it in a variety of formats, and download it to a

Data Volume
You can generate the Data Volume Report to view the size of precessed data, evidence file counts by
file category, and a breakout of files by extension. You can view the report, print it, and save it in a
variety of formats.

The Summation documentation is now easy to find from your Summation application. You can access the
Summation user documentation after logging in to the application.

©2012 AccessData Group, LLC All rights reserved.

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Fixed Issues

Transcript viewer where preamble numbers are accurately displayed when printing or
reporting. (60554, 65281, 65285)


loading of Canadian Transcripts in CAT format. (64143)


the issue where Search wasn't highlighting the Transcripts & Exhibits. (65154)


displays of more accurate Search Relevancy percentage. (65525)


for EQUAL operator in default date fields. (66076)


a permission issue in 'Redaction Fails' Search. (65475)


an issue with the group validation. (64912)

Review Layouts

Panel has been added to the Search Layout. (66161)

unnecessary layouts from the default list. (66157)

Production Set

watermark quality in the Production Sets. (65036)


the issue where Production Sets were missing redactions created both on Image and Native
views. (65599)

Home Page/Management

irrelevant Menu from the UI. (65966)

Column is now the first column in the case list. (66156)

Natural View /Image View

performance when loading document in Natural view. (65719)

version upgraded to 5.0 improved multiple functional areas:


the Text Redaction placement accuracy. (59844, 61743, 62356, 64023 & 64031)


the issue where Text Redactions were saved as Co-Ordinate based redactions in a
specific scenario. (61867)


random error message while switching between Document viewers. (65861)

©2012 AccessData Group, LLC All rights reserved.

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the issue where the deleted text redactions are preserved. (64834)


issue where Auto Save was not saving removed annotations. (64440)


GetFileStream_WithCaseIdentityHandler.ashx error when viewing some emails. (65762)

to Width and Anti-Aliasing are set to be defaulted for INSO View. (65411)


navigation for multi-page documents in Natural and Image view. (65644)

of the pivot document is shown now in natural view when selecting in conversation view. (62801)

Desktop Express

the issue where the user saw a blank page after logging in with some specific screen
resolutions. (65956)


UI is now consistent with server UI. (65975)

Mobile System

licensing related issues have been resolved. (65458, 65704, 65705 & 65716)

Label View

concurrency issues when user simultaneously add label to the document. (64731, 65066)


Auto Save functionality in Label view when consecutively saving with more than 10 records.


improvement for single and multi-server environment. (65830, 66159, 66269)


improvement for imaging. (63747)

log improvement for imaging. (65325)

Grid View

for Quick Filter: Hide eDiscovery Refinement. (65286, 65287)


for removing duplicated items in Action menu. (65807)


relevant columns are now displayed in the Item list grid by default. (66162)


for correcting counts in Facets. (63989 & 65683)

©2012 AccessData Group, LLC All rights reserved.

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Evidence Processing

the issue where embedded graphics within emails are being treated as attachments. (61754)

processing option in the UI to allow for email body caching during processing. (63897)

for processing Evidence Images (AD1, E01) files. (65133 & 65594)


default de-duplication options for processing email evidence. Set to use To, From, Subject, CC
and Submit Time. (65479)


Auto save functionality when coding only custom Text field. (65559)

Copy Case

Copy Case Login UI to accommodate DB Admin credentials. (66057)


Copy Case/Merge Process by cleaning data placed in the temp directory. (65846)


issue where new labels created in Local system were overwriting some labels in the Network
system in a specific scenario. (65810)


user friendly status/ error messages during Copy Case operation. (65481 & 65678)

Known Issues

opening Summation for the first time, without any cases yet created, you will receive a "please
wait" progress bar on the Home page until you create your first case. (66087)


Save &Next button when coding for DocDate value throws an error message. Data is saved.

©2012 AccessData Group, LLC All rights reserved.

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Summation 4.0 Release Notes
Summation 4.0 is the culmination of the best features of Summation iBlaze, CaseVantage, and AccessData
Early Case Assessment.
AccessData Summation is an online case management hosting service that provides users with secure access
to an off-site document repository which hosts documents, transcripts, electronic evidence, work products and
annotations. It acts as a self-contained workspace where users can store, search, code, review, and produce all
of the documents retained as evidence in any legal matter. Access to these documents is determined by
assigning varying levels of group or individual permissions.
This document lists the key features, known issues, and important information for AccessData Summation 4.0

Important Information

Summation 4.0 retains many of the features that previous versions of Summation contained, not
all feature functionality is the same. Please refer to the Summation Users Guide for a full description of
the features in Summation 4.0.


order to achieve maximum processing efficiency, configure the maximum memory for SQL Server to
half the RAM on the machine.

Key Features
The following features are key to using Summation 4.0.2.

Administrator Features
Administrators have access to the following features to manage Summation 4.0.2 on a global scale.
Administrators perform their primary tasks on the Management page.

Manage Users, Groups, and Admin Roles
Administrators can manage users, groups and the global admin roles from the Management page in
Summation. The easy-to-use interface allows administrators to add, delete, edit, deactivate, and
associate roles with users and groups. Administrators can also reset passwords for users from this

©2012 AccessData Group, LLC All rights reserved.

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Configure System
Administrators can configure the Summation system to meet the needs of the practice. The following
features can be configured for Summation from the Management page:
 Configure Active Directory to enable syncing and importing of Active Directory users
 Configure default settings that will be used for all cases

Monitor the System
 System

Console: Administrators can monitor the performance of the Distribution Server and
the Work Managers from the System Console.
 System Log: Administrators can export the system log and maintain a historical record of
events in Summation.
 Security Log: Administrators can monitor a variety of events including the log in and log out
attempts by administrators and users of Summation.

Case Manager Features
The case manager can perform a variety of tasks on the Home page and in Case Review. The case manager,
given the right permissions, can manage the users, groups, permissions, evidence, and production of a case.
Case managers can use the following features on a case by case scale.

Starting Cases
Using the Case List panel on the Home page, case managers can add or delete cases as well as add
evidence to cases.

Managing Permissions
Case permissions have been stream lined to set all the permissions for users for a case in one
location. Case managers can use the Permissions tab on the Home page to add users and groups to a
case and grant case permissions.

Configuring Review Tools
The following review tools can be configured by the case manager.

Markup Sets
You can create a grouping for reviewers’ annotations to be saved under. This gives you the ability
to give users access to specific markup sets. Also, it allows you to have different sets of redactions
if you are redacting for different purposes. These different sets can be combined during production
set creation. You can toggle between sets in the Natural viewer.

©2012 AccessData Group, LLC All rights reserved.

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Highlight Profiles
You can create profiles that highlight keywords in the Natural panel in Case Review. This feature
enables reviewers to quickly spot important keywords in documents.

Custom Fields
You can create custom fields that can be used to create tagging layouts.

Tagging Layouts
You can create a collection of custom fields that reviewers can use to code documents in the Case
Review. This feature allows you to create a custom layout for reviewers that contains the important
information for their workflow to help streamline the review process. This feature replaces the
forms that were used in iBlaze.

Setting up Review
Case managers can use the Case Review page to set up the review for users to review documents.
The following features are available for case managers in the review interface.

Document Groups
You can add document groups to organize uploaded evidence. You can assign permissions to
document groups. Document groups support "blended collections," which means that different
document types (scanned paper doc, edoc, and email) can be stored in the same group.

Transcripts and Exhibits
You can upload unlimited transcripts and exhibits for review. Exhibits are searchable and you can
assign permissions to transcript groups. There is a better handling of unicode Transcripts and
foreign language (i.e. French).

Review Sets
You can create sets of documents and assign them to users for review. Users can then check out
the review sets, and review and code the documents in the set before checking them back in. This
is a way for you to track the progress of document reviews.

You can create Labels, Issues, and Categories for users to apply to documents.
 Labels: You can color code labels and apply to documents in the Case Review.
 Issues: The case manager can create issues which can then be coded into documents by the
case reviewer.
 Categories: The case manager can create category values for check boxes or radio buttons
which can then be coded into documents by the case reviewer.

©2012 AccessData Group, LLC All rights reserved.

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Production Sets and Exports
Case managers can create production sets in the Case Review from labeled evidence. Creating a
production set is easy to follow with the Production Set Wizard. You can choose one or more markup
sets to burn into your production set so that you can see annotations and highlights in your exported
Case managers can use the export feature on the Home page to export previously created production
set data. You can now export production sets to standard load files.

Summation includes the ingestion of raw native files, parsing the metadata from those files into
database fields, and providing a search capability to those files in Case Review. Using the Evidence
Processing Wizard, you can easily process PST & NSF files (email containers) and handling of DII and
CSV has been streamlined and improved.

Reviewer Features
Reviewers can view, search, filter, label, code and annotate documents using the Case Review page. You can
also review the history of actions performed in the Case Review for each document. The following features are
available to the case reviewer.

Customizing Panels
The Case Review is made up of panels that reviewers can customize to meet their work flow. Panels
can be moved, hidden, shown, and docked. Reviewers can then save their customized layout for
repeated use.

Viewing Documents
Reviewers can view documents using the following panels in Case Review:
 Natural: You can view the document without requiring the native application to be installed on
your computer. You can make redactions, annotations, and notes in this view. In Natural view,
you can redact annotate by selecting text without first creating an image.
 Image: You can view, redact, and annotate image documents.
 Text: You can view the document's content as text.

Mass Actions
Using the mass operations feature in the Item List panel, you can perform actions (labeling, coding,
imaging) on many documents all at once. This can be used on any set of records from search results or
an filtered data set. This feature also allows you include, in the action, documents related to the records
that you have checked (i.e. family documents, similar documents, and linked documents).

©2012 AccessData Group, LLC All rights reserved.

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You can view transcripts using the Transcript panel. This panel allows you to annotate, highlight, and
add notes to transcripts. You can print and create reports for transcripts.

The Conversation panel in Case Review displays email conversation threads and emails from a cluster.
The Conversation panel shows any compilation of related messages that makes up a conversation and
email messages from a cluster that contain similar text. This feature will save you time when sifting
through email records.

Linking Documents
Reviewers can use the Natural and Transcript panels to link highlighted text to other documents in the
case. The Linked panel can be used to see the links for the selected document.

Searching Documents
Reviewers can search through documents using the Case Review search features to find relevant
evidence. The search results are presented with a relevancy ranking. The following search features are
 Quick Search: You can search through the documents in the Item List panel using keyword or
boolean search terms.
 Advanced Search: Advanced search is an improved query builder that allows you to search
from a specified search scope of documents using keywords, regular expressions, fuzzy,
stemming, phonic, related, or synonym searches. You can also search by the data in the fields
of the documents. Term Expansion is a concept search that is also included in the advanced
 Recent Searches: The 10 most recent searches are saved in the Recent Searches for you to
run again, if desired.
 Save Searches: You can save your advanced searches in My Searches to be run again.
 Share Searches: You can share your searches with other user groups.

Filtering Documents
Reviewers can use Case Review to filter out documents and find relevant evidence. The following filter
features are available:
 Facet Filters: Use the pre-defined filter facets to exclude documents from the Item List panel
and cull down the evidence. Some of the pre-defined filter facets include: filtering based on
custodians associated with the case, filtering based on the email senders domain, filtering
based on email date, filtering by file size, ect...
 Column Filters: Filter out documents in the Item List panel by selecting the data you want to
view from each column. This “spreadsheet-like” feature displays the number of items in each
column so you know how many documents have data in that column before you set the filter.

Applying Tags
Reviewers can organize evidence by applying tags to documents. The following tags are available:

©2012 AccessData Group, LLC All rights reserved.

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 Labels:

Apply labels to documents using the Labeling panel and the mass actions in the Item
 Issues: Categorize documents into issues by coding the issue to the document using the
Coding panel and the mass actions in the Item List.
 Categories: Code documents for custom categories using the Coding panel and the mass
actions in the Item List.

Imaging Documents
Reviewers can use the mass actions in the Item List panel to convert multiple documents to images.

Known Issues
The following are known issues:

created Issues and Categories in Case Review do not appear in the Bulk Coding window unless
the program is refreshed. (62667)


must left click and then right-click to remove a new highlight in a transcript without first refreshing the
document. (61895)


created Issues and Categories will not appear in the Coding layout until the application is
refreshed. (63973)


is not available as a viewable column in the Item List panel. (64256)


the Alternate View window, Natural panel never completes loading records when there are no Tagging
Layouts for the case. (64760)


with the Manage Admin Roles, Manage Users, or Manage User Groups permission have the ability
to upgrade themselves or other users to system administrators. (65045)


View does not label preamble pages correctly. (60554)


you have documents coded with a child level issue, and you attempt to delete the parent level issue,
you will receive an error. (64550)


the case of a letter from upper case to lower case or vice versa for a Tag, Label, Category or
Transcript View name will not be saved. However, if you need to change the case of any of the characters
in these item names, change the character to another letter, save your changes, and then go back and
update the character to the correct letter and case. (64714)


a Tagging Layout with fields still in it results in an error. (64793)


following fields can be added to the coding layout, but will cause an error to occur during editing:


and PhysicalSize columns with negative values mean "unknown" or "unavailable." (64999)


a bad path when exporting a production set will result in the inability to export any production
sets until the system is restarted. (65353)

©2012 AccessData Group, LLC All rights reserved.

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cannot overwrite a copied case with another copy when using the Copy Case utility. (65283)


sets cannot have the same batch prefix. (65673)


documents from a Word 2003 file format will not be expanded after processing. (65615)


and AD1 files brought into Summation using Evidence Processing will not expand to display
documents within the file. (65594, 65133)


two users are labeling the same documents concurrently, only the last user's labels will be saved.
Workaround: Use review sets and only have one user assigned to each review set. (65066)


redacting native documents, the output from a production set is a PDF file. This PDF file is a
layered document with one of the layers being the redaction. If you have a PDF creation tool, you can
open the produced "native" and remove the redaction. Workaround: Create a rendered image instead of
the native. (63258)


are not highlighted in Natural view when a highlight profile is selected. (61104)

©2012 AccessData Group, LLC All rights reserved.

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