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- Table of contents
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www.iprotech.com Ipro eCapture User Guide A-7
877-324-4776 Q1 2014
Arrows facing Up indicate that the rule is a Search-In-Results based rule.
Arrows facing right indicate a New Rule at Level 0, or a dependent/child
rule if it is at Level 1, Level 2, etc. See the next section Rule Bar Options
on page A-7 for information about New Rules and Search-In-Results
rules.
Rule Bar Options
New Rule: This button activates the Rule for criteria selection. If the down
arrow is clicked to the right of the New Rule button, two options appear: New
Rule and New Search-In-Results Rule. New Rule is used to create a new rule, a
rule that is not dependent on any other rules. This is the default.
The Search-In-Results Rule option is used to create a new rule that is depen-
dent on one or more selected rules. Search-In-Results rules allow refined fil-
tering scenarios without the complexity. For example, Rule1 will select all
documents with the responsive term “criminal”, and then SubRule1 will search
within Rule1 to placeholder Excel documents with the responsive term
“money”. Essentially, Excel documents with the words “criminal” and “money”
will be placeholdered.
The Search-In-Results Rule options are:
• Applies to Results of All Previous Rules - The “catch-all” rule for all docu-
ments selected by upper rules. Example: placeholder unknown file
types.
• Applies to Results of Selected Rule - Refined criteria/action for only doc-
uments fitting criteria of selected “parent” rule. Example: keyword
search on documents in a date range. Note: This option is not available
if the selected rule is a De-duplication rule. In addition, de-duplication
options will not be available when creating a rule that is one of these
child rules.
Caveats for these options are:
Any rule with an action to remove documents will not be allowed to have
any child rules. However, a rule with an action to remove documents can
be set as a child rule.
Rules will only move within their level when reordering rules in the list.
- User Guide 1
- Disclaimer 2
- Trademarks and Product Notes 2
- Copyright 2
- 1 Introducing Ipro eCapture™ 3
- 2 Ipro eCapture Controller 3
- 3 Ipro eCapture Queue Manager 4
- 4 Ipro eCapture Worker 4
- Custodians, and Jobs 5
- 6Performing QC 6
- 7 Creating Export Series and 8
- 8 Running Reports 9
- Rules Manager 9
- Appendix B Fail Task Warning 10
- Messages 10
- Appendix C Lotus Notes 10
- Appendix D LFP Files 10
- Contents 11
- Appendix F Glossary 12
- Introducing Ipro 13
- Before Using Ipro eCapture 15
- About this Guide 16
- In This Guide 17
- Related Documents 18
- Document Conventions 19
- Enterprise Support 19
- Before Calling 20
- Ipro eCapture Controller 21
- Getting Started 22
- Job Execution 27
- Worker Maintenance 31
- Creating Task Tables 33
- Assigning Enterprise Workers 38
- Enterprise Applications 40
- Relativity 41
- Loading the Hash Lists 43
- Deactivate a Client 45
- Reactivate a Client 46
- Client Management Tab 47
- Modifying Project Options 76
- Export Jobs 78
- Error Handling 80
- Ipro eCapture Queue 83
- Click the Size Limits tab 92
- Q1 2014 877-324-4776 100
- Ipro eCapture Worker 101
- Configuration 103
- Testing the Connection 104
- 877-324-4776 Q1 2014 105
- About the Worker.LOG file 107
- 3. Click Yes 108
- Creating Clients 109
- Projects, Custodians, and 109
- Workflow Overview 110
- Before Running any Jobs 111
- Creating a New Client 111
- Creating a New Project 112
- Creating a New Custodian 116
- Project Level 117
- Before you Discover 123
- Creating a Discovery Job 124
- Modify Discovery Job dialog 130
- Password Handling 141
- Known Password List 142
- 2. Click 142
- Loading a Password List 143
- E-mail De-duplication 145
- File Extraction 146
- Embedded Files 146
- Indexing Options 149
- Search Indexing 151
- 13. Proceed to the sections: 168
- Color Depth Options 170
- Image Color Depth 171
- PDF Color Depth 171
- Options 190
- Setting the Common Options 192
- Setting the OCR Options 193
- Setting the Time Zone Options 194
- Creating Rules 198
- (Data Extract Job) 206
- Adding a Discovery Job 211
- (Optional) Enter a Batch ID 220
- Data Extract Jobs 223
- Items Area 225
- Batch Reprocessing 228
- Batch Deletion 229
- Re-queuing a Deleted Batch 230
- Batch QC Flag Assignment 232
- Performing QC 235
- Chapter 6, Performing QC 236
- Setting General QC Options 257
- Setting the Auto-QC Options 258
- Setting Merge Job Options 262
- Setting up User-defined Flags 269
- Deleting User-defined Flags 270
- Client List dialog appears 271
- 2. Select a Client 271
- Image Tab Window 277
- Thumbnails Tab Window 280
- View Tab Window 281
- List Window 283
- Records List Window 286
- Clipboard 288
- Document 288
- Conducting a Session Search 289
- Refining a Session Search 290
- Conducting an Advanced Search 291
- Same MD5Hash Value 293
- About Export Sets 296
- Creating an Export Set 297
- Saving Options 301
- QCing Items 302
- Text/OCR 310
- Grayscale (8-bit) JPG (8-bit) 317
- True Color (24-bit) JPG 317
- Setting Excel Options 318
- Setting the Word Options 326
- Reprocessing Exception Files 333
- Reprocessing Unknown Files 333
- Extract Job 334
- QC Module System Options 337
- Creating Export Series 341
- Export Series 342
- Export Sets 342
- Export Job) 343
- Sorting Fields 363
- Inserting Custom Group Fields 367
- Using Generated Numbering 388
- Using Predefined Numbering 389
- Proceed to Step 4 393
- Export Formats 596
- Export to Summation Case 597
- Ringtail Format 599
- Ipro DLF (Ipro Eclipse) 602
- About Export Series 604
- Data Extract Export) 606
- Editing an Export Series 608
- Deleting an Export Series 608
- Saving Export Settings 610
- Running Reports 611
- Ipro eCapture Legacy Reports 612
- Warnings vs. Errors 613
- Chapter 8, Running Reports 614
- Closing the Report Module 616
- Running the Selected Reports 624
- Appendix A Using the Flex 627
- Processor Rules Manager 627
- Preparation 629
- Rule Bar Options 633
- Import/Create Rules 637
- Category Options 638
- Export/Copy Rules 640
- Master Rule Sets 640
- Customizing Placeholders 644
- Defining Selection Criteria 653
- Date Criteria Tab Options 658
- Search Criteria Tab Options 660
- Item IDs 669
- Import from Another Job 670
- E-mail Entry IDs 671
- General Options 674
- Date Range Filtering Options 674
- Appendix B Fail Task 679
- Warning Messages 679
- Overview 681
- Appendix C Lotus Notes 683
- Copying the User ID File 684
- Switching the ID 685
- Changing the Password 686
- Appendix C, Lotus Notes 688
- Appendix D LFP Files 691
- Appendix D, LFP Files 692
- Importing a New Page (IM) 693
- Changing Boundaries 695
- Adding Information to Images 698
- Creating a New Issue Tag (IN) 701
- Highlighting Search Text 702
- Moving Images 706
- Changing an Image Key (CK) 708
- Removing a Single Page (RP) 709
- Securing Images 710
- Comment Line (##) 710
- Example: 711
- Appendix E Password 713
- Protected Detection 713
- OutsideIn File Types 713
- Microsoft Access 714
- Microsoft Excel 714
- Microsoft Word 716
- Microsoft PowerPoint 717
- Microsoft Project 719
- Microsoft Visio 719
- Appendix F Glossary 721
- Appendix F, Glossary 722
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