Summ_eDisco_6.2_SP1_RN Summation 6 2 SP1 RN

: Pdf Summation 6 2 Sp1 Rn Summation_6_2_SP1_RN 6.2 Summation

Open the PDF directly: View PDF .
Page Count: 14

Download
Open PDF In Browser	View PDF

Summation 6.2 and 6.2 Patches
Release Notes

Document Date: 4/24/2017
©2017 AccessData Group, Inc. All rights reserved

Introduction
This document lists the new features, fixed issues, and known issues for this release. All known issues
published under previous release notes still apply until they are listed under “Fixed Issues.”
See

Summation 6.2 Release Notes on page 3.

6.2 Patch 1
Document Date: 4/24/2017

Patch 1 Fixed Issues
The following have been fixed in this release:

Dashboard
If

you are using an Integrated Windows Authentication (IWA) environment, Active Users are displayed in
the Dashboard and no error is displayed. (7507, 7762)

Project Creation
In

certain circumstances, the following error is no longer generated in the System Log: "The case id
provided is not valid, or you do not have the required permissions to access it." (4230)

Clone Project Properties
When

cloning project properties, Issue Values and Labels are cloned properly. (8016)

Transcripts and Exhibits
You

can add or change a date for a transcript note. (7973)

When

exporting a transcript to PDF, the PDF no longer has a red “Evaluation” watermark on it. (7975)

Summation 6.2 and 6.2 Patches Release Notes

6.2 Patch 1

| 1

Redactions and Branding
Text-based

redactions work correctly when drawn over text that has both single quotes and double
quotes in the same redaction. (7957)

The

font size used for branding is correct when the default font size was selected. (7959)

Bulk Print/Imaging
When

using a distributed processing environment, bulk printing and creating SWF images on-the-fly for
the Standard Viewer work correctly. (7547)

Geolocation
ElasticSearch
Geolocation

is no longer required in order to display the location of photos with EXIF data.

works properly after multiple sets of evidence have been processed. (7863)

LawDrop
When

logged in as a SubAdmin, the LawDrop icon is displayed correctly. (7687)

Important Information
See 6.2 Important Information on page 11.

Known Application Issues in 6.2 Patch 1
Dashboard
Some

columns cannot be filtered. (6955)

In

Summation, the View Dashboard permission is not available when configuring an Admin Role.
(8503)

Comments?
We value all feedback from our customers. Please contact us at support@accessdata.com, or send
documentation issues to documentation@accessdata.com.

Summation 6.2 and 6.2 Patches Release Notes

6.2 Patch 1

| 2

Summation 6.2 Release Notes

Document Date: 4/3/2017
©2017 AccessData Group, Inc. All rights reserved

6.2 New and Improved Features
The following items are new and improved features and feature enhancements for this release:

System
Platforms
The following are changes in supported platforms
Windows

Server

eDiscovery

is now officially supported on Microsoft Windows Server 2016

Database
eDiscovery
Official
Agent

is now officially supported on Microsoft SQL Server 2014

support for Microsoft SQL Server 2008 R2 is being deprecated

Support

Enhanced

Support on Windows 8, 8.1, and 10

Official

support for Mac OS 10.11 and 10.12

Official

Support for Windows Server 2008 R2, 2012 R2, and 2016

Official

support for Red Hat Linux 6.x and 7.x
The 6.2 Linux Agent requires GLIBC 2.17 or newer. Collection from a system running an older GLIBC
version can be attempted using the 6.1 version of the Agent, which can be obtained by contacting
AccessData Support. A system's GLIBC version can be determined by running the following
command: ldd -version.

Encryption
Federal

Information Processing Standard (FIPS)
Summation has been updated to use FIPS-compliant encryption classes, enabling its installation and
functionality in environments that enforce FIPS 140-2 compliance.

Summation 6.2 Release Notes

6.2 New and Improved Features

| 3

Installation/Upgrade
Microsoft

.NET
Microsoft .NET version 4.5.2 is now a pre-requisite. If a previous version of .NET is installed, it will be
silently and automatically updated.
After .NET is upgraded to version 4.5.2, a reboot is required.

Case List
The Action column in the Case List has been moved to the left of the Project Name column.

Dashboard
Summation 6.2 introduces a Dashboard that provides a single, comprehensive window into the status of many of
the software's core functionalities through a series of "widgets", each focused on specific aspects of the product:
A

Collections widget which displays a graphical summary of the status of collection jobs performed over
the previous week

A

Processing Jobs widget which displays a graphical summary of the status of processing jobs performed
over the previous week

An

Active Users widget which displays a list of the users who are currently logged into the system.

A

System Overview widget which displays information on the number of Cases in the system, as well as
the total number and total size of the records contained within those Cases

A

Review Set Status widget which displays a graphical representation of the Review Sets within the
system.

A

Litigation Hold widget which displays a graphical representation of the Custodian acknowledgement
status of the Litigation Holds that exist within the system.

 A

Litigation Holds - Top 10 widget which displays a list of the top ten Litigation Holds contained within the
system based on the number of Custodians

The chart type for the graphical widgets can be customized to display data in a pie chart, horizontal bar chart, or
vertical bar chart format.
Selecting any of the widgets opens a Details window that provides users with the ability to sort, filter, and export
the widget's information, as well as links to the data in their standard interface.
Users with the Application Administrator role will have full access to the new Dashboard. A new View Dashboard
global permission has also been made available to allow non-System Administrators access to the new
Dashboard.

Summation 6.2 Release Notes

6.2 New and Improved Features

| 4

Projects
Processing Options
Entitiy Extraction
This processing option is now disabled by default.

Standard Viewer Options
The Enable Standard Viewer processing option has been renamed to Default Standard Viewer and its behavior
has been updated in the following ways:
When

the Default Standard Viewer option is disabled, the Alternate File Viewer will be the default
viewer in the Review interface.

When

the Default Standard Viewer option is enabled, the Standard Viewer will be the default viewer in
the Review interface.

A

new Default Standard Viewer setting has been made available in the Review interface's Layout
drop-down. This setting is initially set to match the processing option that has been selected for that
project, but can be changed by individual users at any time.
When the Default Standard Viewer option is enabled, native files will be displayed in the Standard
Viewer. SWF files are automatically generated (if they do not already exist) on-the-fly when records
are first viewed with the Standard Viewer.
When the Default Standard Viewer option is disabled, native files will be displayed in the Alternate File
Viewer and SWF files are not generated when records are viewed.

A

new Pre-generate Standard Format setting has also been provided to instruct the system to pregenerate SWF files for display in the Standard viewer, eliminating the need to generate SWF files on-thefly.
The

following file categories are available for SWF pre-generation:

Documents
Email
Presentations
Spreadsheet
Graphics
Mobile

Phone

When

the Pre-generate Standard Format option is selected, the system will initiate an imaging job for
the chosen file categories after the evidence has been processed. A message containing the imaging
job's ID will be displayed in the evidence's Processing Status Messages and the progress of the
imaging job can be monitored on the Project's Work List.

The

default timeout value for SWF generation is 5 minutes, but is configurable. Please contact
AccessData Support for assistance changing the value of this timeout.

Note: When upgrading from a previous version, if a project had the Enable Standard Viewer option

enabled it will operate as if the Default Standard Viewer option is enabled. It will also enable the
Pre-generate Standard Format option for Documents, Email, Presentations, Graphics, and Mobile
Devices file categories.

Summation 6.2 Release Notes

6.2 New and Improved Features

| 5

Processing
Cancelling

and Rolling Back Evidence Processing
Prior to version 6.2, the ability to cancel evidence ingestions was limited to the FTK line of products. A
Cancel Processing option has been added to the Project Evidence tab, which provides users with
sufficient permissions the ability to cancel an active evidence ingestion directly from the web interface.
When an evidence ingestion is cancelled, the system will attempt to "rollback" any changes made to the
Project by the cancelled evidence ingestion, including the removal of records from the database and any
related indexing.
Important: The rollback process will run as a separate job in the background. Other jobs will continue to
process based on priority. If the canceled evidence ingestion is large, the rollback process
may take several hours to complete. If the rollback does not succeed within 24 hours, it will be
cancelled automatically by the system.

Entity

Extraction - People
The list of source names used to identify proper names within a data set when processing with the Entity
Extraction option for People selected has been increased significantly.

The

Processing Manager (ProcessingHost.exe and Distributed Processing Manager) will now allow for
updating the database more efficiently and increasing the threading capabilities.

KFF
The

NSRL data has been updated to version 2.54.

Litigation Hold
The

Custodian Acknowledgement page has been updated to display a message clarifying that "No
Attachments" exist when no supporting documents have been attached to the Litigation Hold.

Review
Conversation Panel
The

grouping and display of email conversations has been changed in the following ways

Processing

time has been improved.

Conversations

are now grouped using the ConversationTopic (email heading) and then split into
threads using additional metadata (such as, To, From, CC, BCC, Subject, SentDate, ReceivedDate,
ConversationIndex, InReplyTo, MessageId, etc.).

The

behavior of the Conversation Panel is similar as before, but no longer displays Emails In Cluster
data. The Conversation view (from the Views options) has been removed from the Review interface.

Standard Viewer Option


Individual end-users are now provided the ability to select either the Standard Viewer or the Alternate
Viewer as their default Native file viewer for a project using the Default Standard Viewer option in the
Layout drop-down within the Review interface.
Enabling the Default Standard Viewer option will result in native records being displayed in the Standard
Viewer. Disabling the Default Standard Viewer option will result in native records being displayed in the
Alternate File Viewer.

Search
The

Quick Search bar within the Review interface now supports that ability to search for Bates numbers.
This search functionality supports the use of wildcards.

Summation 6.2 Release Notes

6.2 New and Improved Features

| 6

Bulk Print
The

behavior of the system's Bulk Print functionality has been modified to better leverage any existing
TIF and PDF images associated to a record. In situations where no images are associated to a record,
the system will now generate PDF images for printing instead of TIF images, which is a faster back-end
process and is expected to decrease the amount of time necessary to generate a printable image format.

Case Organizer
There

is now an Expand All / Collapse All option for Case Organizer Notes.

Exports and Production Sets
Exporting PST/NSF
In

previous versions, exports and productions of NSF data using the "Output to PST/NSF" option would
export the records in PST format only.
Exports and productions of NSF data using the "Output to PST/NSF" option will now export the records in
an NSF format. Data from a PST file will still be exported in a PST format.

Browser Briefcase
The

columns in the Browser Briefcase can now be sorted.

Default Export Templates
Four

new default field export templates have been made available for use with Production and Export

jobs:
Summation

Export Template

Summation

Email Export Template

Relativity

Export Template

Relativity Email Export Template
These templates contain the fields most commonly associated with DII (Summation) and OPT/LPT
(Relativity) loadfile formats and will allow users to quickly and accurately configure loadfiles associated
with Production and Export jobs. These templates are not editable, but can be modified and saved as a
custom template if desired.

Export Logging and Reporting
Logging
If

and reporting have been improved for failures or errors during export:

there was an issue during the export, the final status now shows Completed with Errors

Specific

information is recorded in the reports and logs.

Summation 6.2 Release Notes

6.2 New and Improved Features

| 7

6.2 Fixed Issues
The following have been fixed in this release:

System
Performance
Changes

have been made to reduce load times on the Users tab. (39886/3131)

The

performance of indexing on distributed systems has been improved when the Geolocation
processing option is enabled. (42535/3048)

Small

Print jobs no longer get delayed waiting for other large jobs. (2323/4649)

DB Control
DB

Control properly restores projects that were archived in earlier versions. (41850/2018)

Project Management
Project

Role Permissions can now be added/modified for a group when the User belongs to the group
being granted permissions. (4491/41652)

Project
The

folder paths may now contain a period. (29327/4676)

Standard Viewer setting is now applied properly for cases created in FTK/LAB. (42550/2062)

Data Sources
When

creating a new Custodian Field under Data Sources, and selecting a custodian, and then putting
information in that field for that custodian, the data is now saved. (41779/4482)

Lit Hold
Deactivating

or reactivating a Litigation Hold will not automatically send out notifications to Custodians
and IT Staff. (31032/2106)

When

you click View in eDiscovery from the Approvers page, it opens up the LitHold page with a filter
applied that lists the correct hold. (37448/2096,4848)

After

selecting to acknowledge a Lit Hold, the Accept button is now the default button, not the Cancel
button. (3336)

Some

terms on various pages have been clarified. (3229)

Import
Incorrect
"The

pathing in a DAT file is properly identified and reported. (30848/4095)

Process Files to Extract Metadata option is handled properly. (39394/4236)

"Improvements

to the speed of large imports. (35543/4622,6286/4668)

Processing
EX01

and LX01 image formats are ingested correctly. (36219/2120,4609)

The

speed of indexing during the processing of MacOS hard drive images has been improved
significantly. (41648)

Summation 6.2 Release Notes

6.2 Fixed Issues

| 8

Review
Evidence
Attachments
WAV

to MSG files are properly downloaded from the evidence link. (29829/4012)

files are properly downloaded from the evidence link. (28560/4675)

Search
All

search hits are highlighted, even characters in foreign languages. (2009)

A

simple search report generates correctly when reporting on search hits that are a subset of labeled
objects. (42664/3133)

If

you try to download a search report that has been deleted, you will now get a message to generate the
report again. (3132)

Transcripts and Exhibits
When

uploading a large exhibit and it initially fails, it no longer continues to automatically fail. (4880)

Coding
The

Labels displays correctly when added to the coding panel. (30800/3995)

Read-only
Coding

Custom Fields are no longer editable in the Coding Panel. (6121)

in the Pop-Out Viewer window will now save more reliably. (34949/6438)

The

number of records coded manually and using predictive coding is correct in the worklist. The count of
records skipped are also correct. All records not coded either manually or using predictive coding are
counted as skipped records. (4995)

Case Organizer
Improved

functionality of the Case Organizer action. (3684)

Bulk Print/Redacting
When

using Local Bulk Print, redaction reasons properly display on pages of multi-page native
documents if you have 2 or more redaction reasons for all the pages. (40142/3023, 41784/4929)

Other
When

in Review, and clicking the Current Object ID number, and then selecting to save the file, and the
file has a non-Latin filename, the saved filename contains the correct text. (42239/2036)

When

you click "Current Object ID" and save document to a local disk, the Chinese filename will maintain
correct characters. (4321)

Chinese

characters display properly in msg and eml evidence files and attachments. (42727/2167,6297)

In

a Chinese BSC environment, you can set the OverrideSystemCulture to be "en-us", and English words
appear correctly. (2139)

Chinese

characters are highlighted correctly following a search. (37016/2009)

LawDrop

- You can now upload any document with Chinese filename or special symbols. (2043)

If

a deposition transcript fails to upload successfully, subsequent exhibit uploads are no longer adversely
effected. (38736/3005)

LawDrop
Files

with special symbols or Chinese characters in the filename will upload correctly. (42240/2043)

Summation 6.2 Release Notes

6.2 Fixed Issues

| 9

Exports and Imaging
“Current
Ringtail

Date” formats are preserved when imaging files. (3732)

exports now properly display the correct page numbers. (2272)

Branding
Fixed


works properly for TIFF or MPTIFF image files. (3680)

an issue causing branding images to be different sizes on the same page. (32992/3984)

When producing to PDF with page level branding, data in the forms is properly produced. (30709/3992)

Fixed

an issue that required large DII files be split in order to load successfully. (4688)

When

creating a production set and using the Single-Page TIFF imaging format, and adding a Center
Footer and Far Footer in the branding, branding is carried over correctly for image on TIFF and PDF.
(4825)

Production

sets can be manually deleted. (2086)

Produced

records generate redactions correctly rather than slipsheets. (3763)

Improved

scaling of images with header and footer branding. (41468/4047)

The

scaling of redaction text has been improved. (29412/4010)

ANSI

RTF emails image correctly. (29507/2987)

Records

are imaged correctly when excluding a label from the export. (41456/4493)

Image

branding has been modified to reduce the chance of inadvertently covering the contents of the
document. (33714/3001)

PDFs
Text

containing unusual data are imaged correctly. (33318/4632)

near redactions on PDF files is maintained correctly during imaging. (6459)

The

system log does not report a file conversion error for a PST container file when the .pst record is not
included in the label for creating the production set. (40976)

FTK Compatibility
Cases

that are archived and detached from FTK are now removed from Summation. (2094)

Summation 6.2 Release Notes

6.2 Fixed Issues

| 10

6.2 Important Information
General
Summation

does not support Internet Explorer 8. Make sure that you are running Internet Explorer 9 or

higher.

Requirements
For

general software and hardware requirements, see
http://accessdata.com/solutions/e-discovery/summation/technical

Consolidated Services and Installation Settings
Important!

Read this before installing or upgrading. During a new installation or upgrade, you must
properly set the location of some services.
Starting with version 6.0, the following services are consolidated into the eDiscovery Services.
Infrastructure
Work

Services

Distribution Services

License Services
During an installation or upgrade, you are still prompted to enter the locations of these legacy services.
You must configure the location for these three services so that they match the location of your 6.x
eDiscovery Services computer.

New

6.x installation:
When prompted for the location of the three legacy services, you must use the same location as the
eDiscovery Services computer.

Upgrade

from 5.x to 6.x
When you installed 5.x versions of Summation and eDiscovery, you could specify a unique location for
each of the services. During a 5.x to 6.x upgrade, those previous services locations are carried
through.
If you specified a different location for any of these three legacy services, during the upgrade you
must change them so that they match the location of your 6.x eDiscovery Services computer.

Summation 6.2 Release Notes

6.2 Important Information

| 11

The

new LawDrop Server setting lets you share files stored in your LawDrop with users outside of the
system. This setting needs to be edited with either the domain or the IP address of the server running
MAP not just "localhost”.

Upgrade
When

the application is upgraded, the Enabled Standard Viewer Processing Option is turned off because
it is a slower performing processing option. If you want this functionality, you need to enable it manually in
System Configuration > Project Defaults > Processing Options.

If

upgrading to 5.6, we recommend upgrading SiteServer from the previous PostgreSQL 9.1.11 to 9.3.5
(which is included in the ISO). The 9.1.11 version will function, but in the console, child site servers will
appear in a yellow error state. (15980)

When

upgrading to version 5.6, and when upgrading Site Server to use the latest version of PostgreSQL,
you must first wait for all of your Site Server jobs to clear, then you can un-install and re-install
PostgreSQL.

Summation 6.2 Release Notes

6.2 Important Information

| 12

Updated Imager and AD1 Files
Any AD1 created by FTK/Summation/eDiscovery 6.0 or later can only be opened with Imager 3.4.0 or later.
Imager 3.4 can be freely download from the AD website: http://accessdata.com/product-download
Using an older version of Imager will result in an "Image detection failed" error.
This happens because the AD1 format was enhanced to support forward compatibility between AccessData
applications. Newer AD1 files have a version 4 in the header instead of 3. A hex editor can be used to quickly
determine if your AD1 is v3 or v4 (see screen shot below).

Summation 6.2 Release Notes

6.2 Important Information

| 13

6.2 Known Issues
The following are the Known Issues for this release:
Dashboard
If

you are using an Integrated Windows Authentication (IWA) environment, Active Users are not
displayed in the Dashboard. (7507)

Some

columns cannot be filtered. (6955)

Comments?
We value all feedback from our customers. Please contact us at support@accessdata.com, or send
documentation issues to documentation@accessdata.com.

Summation 6.2 Release Notes

6.2 Known Issues

| 14



---

Source Exif Data:

File Type                       : PDF
File Type Extension             : pdf
MIME Type                       : application/pdf
PDF Version                     : 1.6
Linearized                      : Yes
Author                          : Administrator
Create Date                     : 2014:09:03 16:03:38Z
Modify Date                     : 2017:04:24 18:41:37-06:00
XMP Toolkit                     : Adobe XMP Core 4.2.2-c063 53.352624, 2008/07/30-18:12:18
Format                          : application/pdf
Title                           : Summ_eDisco_6.2_SP1_RN.fm
Creator                         : Administrator
Creator Tool                    : FrameMaker 9.0
Metadata Date                   : 2017:04:24 18:41:37-06:00
Producer                        : Acrobat Distiller 9.0.0 (Windows)
Document ID                     : uuid:984b0f2f-0423-4d86-840c-7ebe2ade0acf
Instance ID                     : uuid:c7138a52-582d-449b-a0f2-0f379a33e6cc
Page Mode                       : UseOutlines
Page Count                      : 14

EXIF Metadata provided by EXIF.tools