FAQs: discovery ][ Local
Expand the options below to find the answers to our most common questions about the Case Management, Administration, Processing, and Review modules.
Note: If you have questions that are questions specific to install, upgrade, or updating Local or TrialDirector 360, see FAQs: Install, Update, Upgrade, and Migration.
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No, you cannot change the Network Data Store path after installation. To correct the path, you will need to re-install Local using a path that is accessible by all case users. It is strongly recommended that you use a UNC path, rather than a mapped drive, for the Network Data Store path. Mapped network drives may not be consistent across all workstations within a multi-user environment.
During the installation process, a step may appear in the wizard prompting you to input a Network Data Store path. The Network Data Store synchronizes changes in a multi-user environment. If you already have Eclipse SE installed on your machine, the sysdir.txt file associated with Eclipse SE will automatically be used for the Network Data Store, and you will not be prompted to input a Network UNC path. However, if Eclipse SE was originally configured using a mapped drive, you must first re-configure it before installing Local. If you do not re-configure SE with a network UNC before installing Local, the installation will fail.
To check to see if your Eclipse SE System Directory was configured using a mapped drive, open the Eclipse SE Administration application, click the System Management tab, then select System Authorization.
The System Directory field displays the path where the System Directory is located. If the path shows a mapped drive, you will need to change it before installing Local. For help on how to do this, contact IPRO support.
- If you make changes to users, groups, or permissions in Administration, in relation to a specific case , users will have to re-login to Dashboard to get their elevated/lowered permissions.
- If you make changes to a user or group in the Case Management module or in the Web Portal, the users have to log in to the Dashboard to get their elevated/lowered permissions.
No. Open ports are not required while using the application.
As with virtually all desktop software applications, the performance of your Local application can be affected by the most restrictive antivirus program configuration settings (specifically “scan all files” operations). Antivirus products running on the desktop, if set to the most restrictive configuration, will cause the most noticeable effect on system performance for the end-user. Antivirus products are aware that their products can cause undesirable performance under some conditions, so please be sure to visit their support sites for the most up-to-date information.
When you upgrade to the full Local suite, cases created in TrialDirector 360 before the upgrade will continue to be viewable in both Case Story and TrialDirector 360. However, these cases will not show up in the Case Management, Administration, Processing, or Review modules. This applies to both locally-created cases and data sync cases.
After upgrading to the full Local suite, you should create all cases in the Case Management module. For more information, see Create a Case.
Please disable or uninstall your security and antivirus. For more information, click here to review the prerequisites.
No, this type of deployment is not supported. Do not install or place the NDS on cloud-based solutions. Performance will be impacted.
For the best experience, ensure that Local is deployed to a dedicated, low-latency network with enough resources to accommodate collaboration and DataSync. Users must also have full read/write/modify/execute permissions to the NDS location. When deployed to a NAS, performance may be impacted.
Information related to tested Citrix configurations, as well as helpful links containing deployment instructions, can be found here: Citrix Versions and Hardware Specs.
Migrate from SE
Individuals who were previously assigned Super Administrator privileges will need to be set as administrators in the Web Portal to have equivalent privileges in the Local application. There is no limit to the number of users that can be set as administrators in the Web Portal. For more information, see Set Administrators.
Either you already migrated the case, or you already have a case with the same name in Case Management or in TrialDirector. You cannot migrate a case if a case of the same name already exists in the database.
Users must first log in to the Web Portal and accept the End-User License Agreement before they will be able to log in to the Local client. For more information, see Migrate Cases and Users from Eclipse SE to discovery ][ Local and Sign In to the Web Portal with a New Account.
I migrated from Eclipse SE to Local. My users can see the cases that they are assigned to in Review. But, I just made additional changes to the case that they do not see when they click the Refresh icon in Review?
If you've migrated users from SE, these users will be reflected in the Case Management module. They will be able to access the case in Review only after they have logged in online and accepted the EULA, after which they will be able to access assigned new or migrated cases in Review. However, if you subsequently change users/groups/case information, any user that has the Review module open will have to exit and re-enter the module in order to see the changes.
You can edit a case in the Case Management module or the Administration module. For more information, see Overview: Edit Cases.
When you edit certain aspects of a case you will need to re-index the case. Certain case changes require that the indexes used for searching be rebuilt, such as:
Changing some aspects of the case definition
Changing database field definitions (field type, flags)
Depending on the size of the database, system capabilities, and other factors, indexing may consume significant system resources and time.
For the IPRO database, in most cases you will be given the opportunity to re-index when changes are made. If you do not re-index at that time, you will need to rebuild indexes manually to ensure that search indexes are aligned with your case definition. If you are working with a SQL database, you will need to re-index using standard SQL procedures.
See Index Maintenance for more details on manually rebuilding indexes.
IMPORTANT! To minimize the impact to the system and interruptions in case activities, it is recommended that you re-index cases during “off hours,” for example, at the end of the work day or on the weekend. Notify users who may work at these times of possible interruptions.
Users and groups are added to the system in the Case Management module. For more information, see:
Control System Access Using Groups, Users, Roles, and Privileges. This topic includes detailed information about all of the roles and privileges available in Local.
If only one user is assigned to the case, then deleting it from Case Management will remove it from the entire Local suite. However, if more than one user is assigned to the case, then deleting it in the Case Management module will remove it from every module except Case Story and TrialDirector 360. For those modules, every user associated with the case must delete it before it's completely removed from the database.
When a case is modified in Administration, any user who has the Review module open must exit the module and relaunch it from the Dashboard in order to view the changes. This includes the administrator who makes the change in Administration. For example, if you update a case (keywords, case alerts, non-discovery documents, database fields, etc.) any user that has Review open will not see the changes until they restart the Review module. Some changes, such as changes to users/groups/permissions, may require users to log out of the Dashboard and re-login to the Dashboard to see the changes you made in Administration.
You can export a .CSE file from an existing case and import it into another case. For more information, see Workflow: Export and Import a Case Definition File.
To use the scanning functionality, your site must use remote authorization and the Scanning module must be authorized.
In addition, specific privileges govern a user’s ability to perform scanning functions. By default, Local administrative roles include these privileges. Check with your administrator if you have any questions about scanning.
If all drives do not appear, check drive status in Windows Explorer. Windows Explorer may incorrectly show drives as disconnected, even though they are connected and available. Once those drives are opened in Windows Explorer, they will be displayed correctly in the Search Locations list.
Documents lacking native files are skipped during the Bulk TIFF process. If an image file already exists for a document, it will not be overwritten. However, if an image needs to be corrected, TIFF-on-the-Fly function in the Review Image tab may be available.
I migrated a case from Eclipse SE that used standard ingestion (rather than streaming ingestion) to process data. Now in the Local application, I want to use streaming ingestion on that same case. Is that possible?
Cases migrated from Eclipse SE that used standard ingestion to process data will not be available for streaming ingestion in Local. Hash values are different between standard and streaming ingestion, which would prevent one set of data from deduplicating against the other. A migrated case that uses standard ingestion in SE will continue to use standard ingestion in Local.
In the far, right corner of the Transcript Work Area menu bar there is a bell icon. When the bell icon is white, , this is an indication that other users have made changes to the case that are not visible to you.
You must click the bell icon to refresh your view of the case to see the changes that other users have made. When the bell icon is blue, , your view of the case is up to date.
When a case is modified in Administration, any user who has the Review module open must exit the module and relaunch it from the Dashboard in order to view the changes. For example, if your Administrator updates a case (keywords, case alerts, non-discovery documents, database fields, etc.) and you have the Review module open at the time the change was made, you will not see the changes until you exit the Review module and re-open it from the Dashboard.
The ability to customize the workspace is a privilege that can be allowed or restricted by an administrator.
If you are not able to perform the custom activities explained in this online Help, such as moving components or creating a custom workspace, you may want to discuss the privilege with your administrator.
Case alerts, instructions, or non-discovery documents may be any type of file. To view a file, the corresponding program must reside on your computer. If you cannot open a particular file, contact your administrator.
Yes. For proper display and searching of CJK (Chinese, Japanese, and Korean) documents, the Arial Unicode MS font must be installed. By default, this font is installed with Microsoft Office and other Microsoft products. If you need (but do not have) the Arial Unicode MS font, obtain it from the Typography section of https://www.microsoft.com.
The first time you open the Transcript Work Area in the Review module, it may take a few minutes for transcripts another user has added to become available for you to review. Certain transcripts take longer to process than others. Wait for the data sync bell in the top-right corner of the screen to turn white, , indicating that changes are available. When you click the bell icon, the page refreshes to show the transcripts that have been previously added.
Smart Folders are folders in which you find and store records based on document tags or categories defined for the case. Smart Folders are public (viewable by anyone who has the privilege to do so). You cannot create a Smart Folder of private tags.
In Review, I sent a document to TrialDirector/CaseStory using the right-click menu option Send to TrialDirector/Case Story. I've since made additional redactions to the document, will those redactions show in TrialDirector/Case Story or, if not, can I send the document again so that the changes will show?
If you send a document from Review to TrialDirector/Case Story, the image key information is stored in the TrialDirector folder in Review. If you try to send that document/page again, you will be notified that it was already sent and asked if you want to send it again. If you select Yes, the document will then appear as a duplicate in TrialDirector/Case Story.
I ran a search on page level tags. When viewing images in the Image tab, the tag shows as checked on the appropriate pages. However, when I view the pages on the Production History tab, page tags are not displayed on the appropriate pages. Why is that?
The Tag Palette is only linked to the Image Tab and not the Production History Tab. Any page tags that are displayed are not actually present on the production images. Instead, they are the page tags that were present the last time the page you are looking at was loaded into the Image Tab prior to clicking on the Production History Tab.
If the symptom you are seeing looks like this:
It is likely that you have your Windows display settings set to a scale other than 100%. Change the Scale and Layout setting to 100%.
I am replicating a case locally so that I can review the case offline. In Eclipse SE, if I wanted the replicated case to include transcripts I had to check a special check box. I don't see that check box in .
In Eclipse SE, in order to have transcripts included in the replicated case, you had to check a box labeled Transcripts. In Review, when you select documents, transcripts are included by default you do not need to select them to be included.
Last Revision: 10/14/2021