User Guide

2012-09-27

• AccessData Legal and Contact Information
• Contents
• 1 Introduction
  • 1.1 Introducing Summation
    • 1.1.1 About the Summation Console
    • 1.1.2 About User Accounts
  • 1.2 Opening the Summation Console
  • 1.3 Introducing the Summation Console
  • 1.4 Workflows for Administrators
    • 1.4.1 Opening the Management Page
  • 1.5 Management Page
  • 1.6 About Content in Lists and Grids
    • 1.6.1 Refreshing the Contents in List and Grids
    • 1.6.2 Managing Columns in Lists and Grids
    • 1.6.3 Sorting by Columns
    • 1.6.4 Managing the Grid’s Pages
    • 1.6.5 Filtering Content in Lists and Grids
  • 1.7 User Actions
    • 1.7.1 Changing Your Password
• 2 Configuring and Managing System Users, Groups, and Roles
  • 2.1 About Users
    • 2.1.1 Users Tab
    • 2.1.2 About Planning User Roles
    • 2.1.3 About User Permissions
  • 2.2 Admin Roles
    • 2.2.1 Admin Roles Tab
    • 2.2.2 Creating an Admin Role
    • 2.2.3 Adding Permissions to an Admin Role
    • 2.2.4 Case-level Permissions
  • 2.3 Managing Users
    • 2.3.1 Managing the List of Users
    • 2.3.2 Adding Users
    • 2.3.3 Associating Admin Roles to a User
    • 2.3.4 Disassociating an Admin Role from a User
    • 2.3.5 Editing the Email Address of a User
    • 2.3.6 Resetting a User’s Password
    • 2.3.7 Deleting Users
    • 2.3.8 Deactivating a User
    • 2.3.9 Activating a User
    • 2.3.10 Associating a Group to a User
    • 2.3.11 Disassociating a Group from a User
  • 2.4 Configuring and Managing Groups
    • 2.4.1 Opening the User Groups Tab
    • 2.4.2 User Groups Tab
    • 2.4.3 Adding Groups
    • 2.4.4 Deleting Groups
    • 2.4.5 Editing Groups
    • 2.4.6 Associating Users/Admin Roles to a Group
• 3 Configuring the System
  • 3.1 System Configuration Tab
  • 3.2 Configuring Active Directory Synchronization
  • 3.3 Configuring an Email Notification Server
  • 3.4 Configuring Default Case Settings
    • 3.4.1 About Default Case Settings
    • 3.4.2 Setting Default Case Settings
    • 3.4.3 Default Evidence Folder Options
    • 3.4.4 Default Evidence Processing Options
    • 3.4.5 Evidence Processing and Deduplication Options
    • 3.4.6 About Optical Character Recognition
    • 3.4.7 About Indexing for Text Searches of Content of Files
• 4 Using the System Console and Logs
  • 4.1 System Console Tab
  • 4.2 Using the System Administration Console
    • 4.2.1 Opening the System Administration Console
    • 4.2.2 Validating Activate Work Orders
    • 4.2.3 Configuring a Work Manager
  • 4.3 Using the System Log and Security Log
    • 4.3.1 About the System Log
    • 4.3.2 System Log Tab
    • 4.3.3 About the Security Log
    • 4.3.4 Security Log Tab
    • 4.3.5 Viewing the System Log or Security Log
    • 4.3.6 Clearing the Log
    • 4.3.7 Exporting the Log
• 1 Introduction
  • 1.1 Introducing the Home Page
    • 1.1.1 The Case List Panel
  • 1.2 About Cases
    • 1.2.1 Workflow for Case Managers
  • 1.3 Viewing the Case List
• 2 Creating a Case
  • 2.1 Viewing Details About the Case
    • 2.1.1 Case Details Tab
• 3 Setting Case Permissions
  • 3.1 Permissions Tab
  • 3.2 Case-level Permissions
  • 3.3 Creating a Case Role
    • 3.3.1 Editing a Case Role
  • 3.4 Associating Users and Groups to a Case
    • 3.4.1 Disassociate Users and Groups from a Case
  • 3.5 Associating Case Roles to Users and Groups
    • 3.5.1 Disassociating Case Roles from Users or Groups
• 4 Managing Custodians
  • 4.1 Custodians Tab
  • 4.2 Adding a Custodian to a Case
    • 4.2.1 Manually Creating Custodians for a Case
    • 4.2.2 Editing a Custodian
    • 4.2.3 Removing a Custodian
    • 4.2.4 Importing Custodians From a File
  • 4.3 Evidence Tab
    • 4.3.1 About Associating a Custodian to an Evidence Item
• 5 Configuring Review Tools
  • 5.1 Configuring Markup Sets
    • 5.1.1 Markup Sets Tab
    • 5.1.2 Adding a Markup Set
    • 5.1.3 Deleting a Markup Set
    • 5.1.4 Editing the Name of a Markup Set
    • 5.1.5 Associating a User or Group to a Markup Set
    • 5.1.6 Disassociating a User or Group from a Markup Set
  • 5.2 Configuring Custom Fields
    • 5.2.1 Custom Fields Tab
    • 5.2.2 Adding Custom Fields
    • 5.2.3 Editing Custom Fields
    • 5.2.4 Creating Category Values
  • 5.3 Configuring Tagging Layouts
    • 5.3.1 Tagging Layout Tab
    • 5.3.2 Adding a Tagging Layout
    • 5.3.3 Deleting a Tagging Layout
    • 5.3.4 Editing a Tagging Layout
    • 5.3.5 Associating Fields to a Tagging Layout
    • 5.3.6 Disassociating Fields from a Tagging Layout
    • 5.3.7 Associate User or Group to Tagging Layout
    • 5.3.8 Disassociate User or Group to Tagging Layout
  • 5.4 Configuring Highlight Profiles
    • 5.4.1 Highlight Profiles Tab
    • 5.4.2 Adding Highlight Profiles
    • 5.4.3 Editing Highlight Profiles
    • 5.4.4 Deleting Highlight Profiles
    • 5.4.5 Add Keywords to a Highlight Profile
    • 5.4.6 Associating a Highlight Profile
    • 5.4.7 Disassociating a Highlight Profile
• 6 Monitoring the Work List
  • 6.1 Work List Tab
• 7 Managing Document Groups
  • 7.1 Creating a Document Group During Import
    • 7.1.1 Creating a Document Group in Case Review
• 8 Managing Transcripts and Exhibits
  • 8.1 Creating a Transcript Group
    • 8.1.1 Uploading Transcripts
    • 8.1.2 Updating Transcripts
    • 8.1.3 Uploading Exhibits
• 9 Managing Review Sets
  • 9.1 Creating a Review Set
  • 9.2 Deleting Review Sets
  • 9.3 Renaming a Review Set
  • 9.4 Manage Permissions for Review Sets
• 10 Managing Tags
  • 10.1 Managing Labels
    • 10.1.1 Creating Labels
    • 10.1.2 Deleting Labels
    • 10.1.3 Renaming a Label
    • 10.1.4 Managing Label Permissions
  • 10.2 Managing Issues
    • 10.2.1 Creating Issues
    • 10.2.2 Deleting Issues
    • 10.2.3 Renaming Issues
    • 10.2.4 Managing Issue Permissions
    • 10.2.5 Applying Issues to Documents
• 1 Imporing Data Introduction
  • 1.1 Importing Data
• 2 Using the Evidence Wizard
  • 2.1 About Adding Evidence Items Using the Evidence Wizard
    • 2.1.1 About Creating Custodians when Adding Evidence Items
    • 2.1.2 About Using the CSV Import Method for Importing Evidence
    • 2.1.3 About Using the Immediate Children Method for Importing Evidence
  • 2.2 Adding Evidence to a Case Using the Evidence Wizard
    • 2.2.1 Evidence Time Zone Setting
• 3 Using Import
  • 3.1 Importing Evidence Using Import
• 4 Using Cluster Analysis
  • 4.1 Cluster Analysis
• 5 Editing Evidence
  • 5.1 Editing Evidence Items in the Evidence Tab
  • 5.2 Evidence Tab
• 1 Introduction
  • 1.1 Introducing the Case Review Page
    • 1.1.1 Accessing Case Review
  • 1.2 Workflow for Case Reviewers
• 2 Customizing the Case Review Layout
  • 2.1 Working with Panels
    • 2.1.1 Hiding and Showing Panels
    • 2.1.2 Collapsing and Showing Panels
    • 2.1.3 Moving Panels
  • 2.2 Working with Layouts
    • 2.2.1 Resetting Layouts
    • 2.2.2 Saving Layouts
    • 2.2.3 Selecting a Layout
    • 2.2.4 Managing Saved Custom Layouts
• 3 Viewing Data
  • 3.1 Viewing Data in Panels
  • 3.2 The Explore Tab
  • 3.3 Using the Item List Panel
    • 3.3.1 Viewing Documents in the Item List Panel
    • 3.3.2 Using the Quick Filter
    • 3.3.3 Using Grid View
    • 3.3.4 Using Summary View
    • 3.3.5 Using Conversation View
    • 3.3.6 Using Columns in the Item List Panel
  • 3.4 Using the Natural Panel
  • 3.5 Using Image Panel
    • 3.5.1 Image Panel
  • 3.6 Using the Text Panel
  • 3.7 The Activity Panel
  • 3.8 The Similar Panel
  • 3.9 The Production Panel
  • 3.10 The Notes Panel
  • 3.11 The Conversation Panel
  • 3.12 The Family Panel
  • 3.13 The Linked Panel
• 4 Working with Transcripts and Exhibits
  • 4.1 Working with Transcripts
    • 4.1.1 The Transcript Panel
    • 4.1.2 Viewing Transcripts
    • 4.1.3 Annotating Transcripts
    • 4.1.4 Searching in Transcripts
  • 4.2 The Exhibits Panel
    • 4.2.1 Viewing Exhibits
• 5 Imaging Documents
  • 5.1 Converting a Document to an Image
• 6 Applying Tags
  • 6.1 The Tags Tab
  • 6.2 The Labeling Panel
  • 6.3 Applying Labels to Single Documents
    • 6.3.1 Removing Labels from a Single Document
  • 6.4 Applying Labels to Multiple Documents
    • 6.4.1 Removing Labels from Multiple Documents
  • 6.5 Viewing Documents with Tags
    • 6.5.1 Viewing Documents with a Label Applied
    • 6.5.2 Viewing Documents with an Issue Coded
    • 6.5.3 Viewing Documents with a Category Coded
• 7 Coding Documents
  • 7.1 The Review Sets Tab
    • 7.1.1 The Review Batches Panel
    • 7.1.2 Checking In/Out a Review Set
  • 7.2 Using the Coding Panel
    • 7.2.1 The Coding Panel
    • 7.2.2 Coding Single Documents
    • 7.2.3 Coding Multiple Documents
• 8 Annotating Evidence
  • 8.1 Adding a Note
  • 8.2 Adding a Highlight
    • 8.2.1 Adding a Transparent Rectangle
  • 8.3 Adding a Link
  • 8.4 Adding a Redaction
    • 8.4.1 Deleting Annotations
    • 8.4.2 Toggling Redactions On and Off
  • 8.5 Profiles and Markup Sets
    • 8.5.1 Selecting a Highlight Profile
    • 8.5.2 Selecting a Markup Set
• 9 Deleting Documents
  • 9.1 Deleting a Document
• 1 Introduction
  • 1.1 Searching Evidence
  • 1.2 Understanding Search Operators
  • 1.3 Understanding Boolean Logic Options
• 2 Running Quick Searches
  • 2.1 Searching in Natural View
• 3 Running Advanced Searches
  • 3.1 Running an Advanced Search
  • 3.2 Understanding Advanced Variations
  • 3.3 Understanding Regular Expressions
    • 3.3.1 Basic Regular Expression Characters
  • 3.4 Using the Term Browser to Create Search Strings
  • 3.5 Importing Index Search Terms
• 4 Re-running Searches
  • 4.1 The Search Tab
  • 4.2 Running Recent Searches
    • 4.2.1 Clearing Search Results
  • 4.3 Saving a Search
  • 4.4 Sharing a Search
• 5 Culling Data
  • 5.1 About Filter Facets
    • 5.1.1 The Facets Tab
    • 5.1.2 Available Filter Facet Categories
    • 5.1.3 Examples of How Filters Work
  • 5.2 Configuring Filters Facets
  • 5.3 Filtering by Column in the Item List Panel
    • 5.3.1 Clearing Column Filters
• 1 Introduction
  • 1.1 About Production Sets and Exports
  • 1.2 Export Tab
• 2 Creating Production Sets
  • 2.1 Production Set General Options
  • 2.2 Production Set Files to Include Options
    • 2.2.1 U.S. Volume Document Options
  • 2.3 Production Set Image Branding Options
  • 2.4 Additional Production Set Options
    • 2.4.1 Saving Production Set Options as a Template
    • 2.4.2 Deleting a Production Set
    • 2.4.3 Sharing a Production Set
• 3 Exporting Production Sets
  • 3.1 Exporting Production a Set
• 1 Using Summation Mobile
  • 1.1 Prerequisites
    • 1.1.1 Summation Mobile Limitations
    • 1.1.2 Tasks You Can’t Perform
    • 1.1.3 Deletions in Summation Mobile
  • 1.2 Copying a Case
  • 1.3 Opening the Copy of Your Case Using Summation Mobile
  • 1.4 Merging a Copied Case