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Summation 6.2 and 6.2 Patches Release Notes 6.2 Patch 1 | 1

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 | 2

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

-Geolocation 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 Release Notes 6.2 New and Improved Features | 3

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 is now officially supported on Microsoft SQL Server 2014

Official support for Microsoft SQL Server 2008 R2 is being deprecated

-Agent 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 | 4

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 | 5

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 pre-

generate SWF files for display in the Standard viewer, eliminating the need to generate SWF files on-the-

fly.

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 | 6

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 | 7

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

If 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 Fixed Issues | 8

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

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

-"The 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 | 9

Review

Evidence

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

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

-Coding 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 | 10

Exports and Imaging

-“Current Date” formats are preserved when imaging files. (3732)

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

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

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

-Text 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 Important Information | 11

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 Services

Work 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 | 12

-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 | 13

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 Known Issues | 14

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.