Ringtail 8.7.020

Updates to workspace layouts

The Documents page includes updates to the layout of panes in workspaces.

Note: Your administrator must enable the ViewCardBeta option on the Case Options page to make these features available.

New default workspace layouts

The Documents page now includes new default workspaces. The arrangement of panes in each workspace is based on common document review and coding tasks. The name of each workspace indicates the panes that are included in the workspace.

To reset the Documents page to the new Ringtail default workspaces, on the user name menu, point to User settings, and then click Reset to Ringtail default.

Additional workspace layout options

When you create or edit a workspace, you can select from additional layout options for the panes in the workspace.

Ringtail now supports Nuix 6.2 (end of support for Nuix 5)

As of this release, Ringtail supports Nuix version 6.2. Ringtail no longer supports Nuix version 5.0.

Exports - File size available in Download dialog box for one or more jobs

For existing export jobs, you can now select one or more jobs, click Download, and click the View uncompressed size link in the Download dialog box.

Ringtail calculates the estimated size of the files prior to compressing them into a .zip archive for download. Depending on the size, the estimate can appear in KB, MB, or GB.

Click OK to complete the download.

New data aging and availability indicators in Portal Management > Reports

The Usage Summary and Hosted Details pages in the Portal Management > Reports feature now include a new column with color-coded calendar icons that indicate the data aging and availability.

If you select the Total as of option, the calendar icons indicate the following:
  • Red calendar icon: No data is available for the case. You must run an Indexing and enrichment job with the Gather case metrics option selected.
  • Yellow calendar icon: Data is available, but it is more than 30 days older than the specified date.
  • Green calendar icon: Data is available and it is fewer than 30 days older than the specified date
If you select the Net difference between option, the calendar icons indicate the following:
  • Red calendar icon: No data is available for the case for the specified date range. You must run an Indexing and enrichment job with the Gather case metrics option selected.
  • Yellow calendar icon: Data is available for some dates for the specified date range, but data is missing for either the specified start date or end date or both.
  • Green calendar icon: Data is available for the specified start and end dates.
If you download a report, it includes a new column named Data availability.

Reports page now generally available

The Reports page in the Portal Management section is now generally available to administrators. The ManagementReportingUI option is no longer available on the Settings > Portal Options page in the Portal Management section.

Ringtail 8.7.019

Download Search Terms report

On the Search Terms page in the Analysis section, you can now download a report to a spreadsheet (.csv) format.

Note: An administrator must grant group leaders and members access to the Analysis > Search Terms feature on the Security > Administration page.

Ringtail 8.7.018

New user interface style

This version of Ringtail includes new user interface styles for dialog boxes, windows, navigation panes, and buttons, for example, as shown in the following figures.

Document links now copied directly to the clipboard

When you click Copy link<'strong> on the Options menu in the List pane, Ringtail now copies the link directly to your clipboard and a notification appears.

Changes to production field searches

  • The quick search menu now includes options for Produced Document Label and Produced Page Label.
  • When searching for any of the following production fields, if the Renditions search preference is disabled, Ringtail returns base documents whose corresponding renditions have values that match the search criteria.
    • Produced Document Left Footer
    • Produced Document Left Header
    • Produced Document Middle Footer
    • Produced Document Middle Header
    • Produced Document Placeholder
    • Produced Document Right Footer
    • Produced Document Right Header
    • Produced Slip Sheet Text
    • Produced Document Serial Number
    • Produced Page Serial Number
    • Produced Page Serial Number Per Doc
    • Production Print Status
    • Rendition Label

New concept analysis option in Indexing and enrichment

If enabled by your administrator, the Indexing and enrichment feature on the Tools menu now includes the following new option: Refresh concept analysis for selected documents that have already been analyzed.

Note: The Concept analysis option and Refresh concept analysis check box appear only if your administrator did not select the case option to concept analyze all documents in the case.

Upload multipart archive files using Imports or Ingestions

Using the Upload feature in Imports or Ingestions, you can upload multipart archive files (.zip or .rar files). Ringtail extracts the archive parts to the import or ingest folder, as applicable.

Support for multipart archive files for ingestions

Ingestions now processes multipart .rar, E01, and L01 files.

Flat-file imports include additional options for source and attachment relationships

For flat-file imports, you can now select one of the following types of fields to create source and attachment relationships: Parent Doc ID, Attachment Doc IDs, Family Range, or LFP. If you select an option that does not include any values, the flat file job completes with warnings.

Ringtail 8.7.017

All Values view now available for conditional coding templates

When coding a document using a conditional coding template, you can now view all items that have a coded value.

Note: Some items are under development and are currently available as read-only fields. These items will be available for editing soon.

Ingestions and Imports - Password for encrypted archive files

In the Upload files dialog box for both ingestions and imports, you can now select a check box named The file is password protected. By default, the check box is cleared, as shown in the following example for ingestions.

If selected, a text box opens for you to type the password, as shown in the following example for imports. When the upload completes, the password is used to extract the archive.

Continuous Active Learning and Predictive Coding - New time interval options

When configuring training for a population in Predictive Coding, you can now select the time interval. Options include hourly, every four or 12 hours, or daily.

Ringtail 8.7.016

Private binders now available for conditional coding templates

When coding a document using a conditional coding template, you can now add the document to private binders.

Main Date and Document Created Date fields renamed

To clarify the meaning of each field, the Document Created Date field was renamed to Date Added to Case and the Main Date field was renamed to Document Date.

Conditional coding templates - Private binders

You can now add private binders as editable items on a conditional coding template.

Case Setup - New column on Fields and System Fields pages

A new column named Documents appears on the Fields and System Fields pages in the Case Setup section.

This column shows the number of documents that are coded to the corresponding field or system field. The number includes distinct documents only, and not documents coded to multiple values in the field multiple times. The number also ignores document security, so the number is the same regardless of group.

Clicking a number performs a search for ‹selected field› has a value, and then opens the results on the Documents page.

Ingestions - Upload files for ingestions start automatically

The Upload files dialog box for ingestions now includes a check box named Start ingestion with default settings when upload completes. If selected, once the file upload is complete and the uploaded data is reassembled and unzipped, an ingestion job starts. The job has the same name as the uploaded file and uses the default settings.

You can access the Upload files dialog box by clicking the Upload button on the Ingestions page or from the Add ingestion dialog box on the Ingestions page. By default, the new check box is cleared.

Settings - ContentSearchServiceUrl is now a portal option

The ContentSearchServiceUrl setting has moved from the Case Options page to the Portal Options page for use by all cases attached to your portal. To access the setting from the Portal Home page, click Settings.

Ringtail 8.7.015

Introducing support for Bloomberg chat

If your administrator ingested Bloomberg chat files into Ringtail, you can now review those documents in the View and Code pane. If a chat file includes attachments, Ringtail ingests the attachments as documents and reattaches the documents to the corresponding chat document.

Note: Ringtail currently supports Bloomberg Instant and Bloomberg Persistent chat files.

Search for chat documents

You can search for chat documents as follows:

- By document type on the Search page (Document Type is Bloomberg Instant or Document Type is Bloomberg Persistent)

- By Level in the Browse pane

View chat documents

In the View and Code pane, Ringtail provides the following two types of chat views, called “lite” and “full” chat:

Lite chat: This chat view, shown in the following figure, is available in Content (Formatted) view. The lite chat view appears in color, is streamlined for review, and includes a subset of the chat information.

Both views include a summary table that includes the following information:
  • Organization names
  • Participant names

    Note: Ringtail groups participants who do not have an identifiable organization into a “Participants” section in the header.

  • The number of messages (MSG), attachments (ATC), and invitations (INV)

Full chat: This chat view, shown in the following figure, is available in Pages view. The full chat view appears in black and white, is appropriate for production, and includes all of the information in the chat file, including, for example, any disclaimer text, or when participants entered or exited the chat.

Note: If you select Native view in the View and Code window, you can toggle between the lite (.htm) and full (.html) views of the chat document.

Chat coding

Coding information for the chat document is available in Coding view.

Note: Ringtail assigns the Custodian value when you configure the ingestions folder structure.

Shared binders now available for conditional coding templates

When coding a document using a conditional coding template, you can now add the document to shared binders.

Email threading - Failed documents now identified as pivots

Ringtail now identifies documents that fail thread analysis processing as pivots, which can help to ensure inclusion of these documents in your review. Previously, Ringtail did not assign a thread type to failed documents and the Thread – Document Type column in the List pane was blank.

Ingestions feature now supports Bloomberg chat files

You can now import Bloomberg chat files into Ringtail using the Ingestions feature.

Note: Ringtail currently supports Bloomberg Instant and Bloomberg Persistent chat files.

Upon ingestion, Ringtail converts the chat files into documents.

If a chat file includes attachments, Ringtail ingests the attachments as documents and reattaches the documents to the corresponding chat document.

New system fields are now available in Ringtail to support chat files. You must grant permission to these fields to make them searchable.

Speed and scalability enhancements for Ingestions

The Ingestions feature now provides enhanced processing speed and scalability for most data sets.

New default setting option for Ingestions - Indexing and enrichment

In the Default settings window, on the Ingestions Details page, you can now select the Run indexing and enrichment check box. If you select this check box, immediately after the Ingestions job completes, a separate Indexing and enrichment job will run. This job performs document enrichment in addition to indexing.

If you selected the Run indexing and enrichment check box in the Default settings window, after the ingestion is complete, you will see Indexing and enrichment as the indexing type under Ingestion Details on the Properties page.

Ingestions processing log retained for successful jobs

The Ingestions processing log is now retained for successful ingestions jobs. Previously, the log was retained only if jobs returned errors.

Imports and Ingestions - New upload files feature

The new file upload feature allows you to select data locally and import or ingest it into a Ringtail case without using a separate service or third-party tools to stage the data to the correct location.

Data must be in an archive file in a .zip, .rar, .tar, or tar.gz format. The maximum size of the archive is one gigabyte (GB).

Upload files for Imports

A new Upload button appears on the Imports page.

After you click Upload and select the file to upload in the Upload files window, Ringtail extracts the files from the archive and deletes the archive.

During extraction, if the name of a file or folder already exists at the destination, Ringtail adds a numerical suffix to the name and does not overwrite any existing data.

The names of uploaded folders now appear in the Folder name list on the Load File page of the Import window. When needed, you can add them to an import job.

You can also use the Add more files button in the Import window to upload files for an import job.

Upload files for Ingestions

A new Upload button appears on the Ingestions page.

After clicking Upload, you have two options:

- If the archive does not contain a folder structure that corresponds to the Ingestion’s default settings, select Specify values for Ingestion folder structure and enter the file path to create for the files in the uploaded archive. The input fields correspond to the folder structure settings in the Default settings window.

- If you want to use the folder structure present in the archive, select Apply the folder structure used in the archive file for Ingestion.

The names of uploaded folders now appear in the Folders list in the Add ingestion window. When needed, you can add them to an Ingestions job.

You can also use the Add more files option in the Add ingestion window to upload files.

Conditional coding templates - Shared binders

You can now add shared binders as editable items on a conditional coding template.

Productions - New Produced Page Label attribute

When you select the Produced Page Label field in the Columns window on the List pane, a new attribute option called Range is now available.

When you select the Range attribute, the values shown in the results list for the document are the first and last produced page label value per document, separated by a dash, followed by a colon and the production name, as shown in the following examples.

Case options - Retired options

The following case options are no longer in use and are no longer available on the Case options page:

  • DA:LastCountRefreshTime
  • DA:LanguageAnalysisLicenses
  • DAEnableLanguageAnalysis

Ringtail 8.7.014

Organization and people values now available for cube dimensions

If configured by a cubes administrator, you can now navigate into the Organizations dimension to see all organization values present in the cube.

Similarly, if configured by a cubes administrator, you can see the people values present in the cube.

Cubes administration - Organization values now available to select for cube dimensions

When configuring Organizations as a cube dimension, there is a new option in the dimension properties under Detail called Show organization value.

Cubes administration - People values now available to select for cube dimensions

When configuring People as a cube dimension, there is a new option in the dimension properties under Detail called Show people value.

Cubes administration - Pick list system fields added as data types

The following system fields are now available to use for cube dimensions as data types:

  • Document Indexing Status
  • File Analysis Status
  • File Indexing Status

For each of these additional data types, you can select to display all status items or a specific status item.

Default maximum file size to index value increased for new cases

For new cases, the default value for the MaxFileSizeToIndex option on the Case Options page is now 104,857,600 bytes (100 MB). For existing cases, the existing value does not change upon upgrade.

Fields populated by system processes no longer writeable

The “write” setting no longer appears on the Objects page in the Security section for fields populated by system processes. Upon upgrade, if any of these fields were previously set to be writeable for any groups, they will be set to not writeable.

Note: Although the "write" setting is still available on the System Fields page in the Case Setup section, it is disabled. Even if a Case Administrator makes a field writeable, Ringtail reverts the setting to not writeable.

Ringtail 8.7.012

Introducing the Conditional Coding pane

The new conditional coding feature allows you to quickly determine which fields you should code, depending on the values that you provide for related fields. To access this feature, add the Conditional Coding pane to your workspace.

Note: Your administrator must enable this feature for your case.

As you code each field in a conditional coding template, the colors of the remaining fields change to indicate which fields you still need to code. Fields that you have already coded appear in green, fields that your case administrator does not expect you to code appear in gray, and fields that must still be coded appear in white.

If you select a value that is unexpected based on the other values that you have coded, a warning message appears.

When you finish coding all of the fields, you can click Next directly in the Conditional Coding pane to navigate to the next document.

Note: The Next button appears when the conditional coding template contains at least one required field, and all required fields are coded.

Warnings about hidden content in the View pane

The View pane now displays a warning when a document contains hidden content, such as tracked changes, speaker notes in a presentation, or hidden columns in a spreadsheet. When you hover over the warning icon, a list of the hidden content appears.

Improved features for adding annotations

The following new features are available for redacting and highlighting documents.

Select all redactions

You can select all of the redactions on a document page. Click the Select all redactions button on the annotations toolbar.

Redact a full page

You can redact a full page of a document. Click the Full page redaction button on the annotations toolbar.

Filter the available highlights

You can quickly find a highlight by filtering the available highlights. Click the arrow below the Highlight button, and then type the name of the highlight.

Wider highlight and redaction dialog boxes

The highlight and redaction dialog boxes are now wider to display long highlight or redaction names. To increase the width of the highlight and redaction dialog boxes, increase the width of the View pane.

Additional keyboard shortcuts and mouse gestures

The following new keyboard shortcuts and mouse gestures are available for reviewing documents in the Image viewer in the View pane. To make the keyboard shortcuts and mouse gestures active, click a document in the Image viewer.

  • View the next page: Scroll down past the end of a page. Or, press Ctrl + Up Arrow.
  • View the previous page: Scroll up past the top of a page. Or, press Ctrl + Down Arrow.
  • Select all redactions on a page: Press Ctrl + A.
  • Navigate from redaction to redaction: Select a redaction, and then press Spacebar.

You can access a list of keyboard shortcuts from the user name menu.

Search – New field

When enabled by an administrator, a new field called “Concepts” is available on the Search page. Use this field to search for documents by their concepts.

All Ringtail Legal features migrated to Ringtail

The remaining Ringtail Legal administrative features have been migrated to Ringtail and the Launch Ringtail Legal button is no longer available on the Portal Home page. You can now perform all administrative tasks in Ringtail.

Conditional coding templates

To make it easier for reviewers to know what data to code, administrators can create conditional coding templates.

In a conditional coding template, the value that is coded to one item determines which additional items should be coded. The relationship between the value that is coded in one item and the additional items that should be coded is called a condition.

For example, say that you have coding fields for privilege status and privilege type. If a reviewer codes the privilege status field with a value of privileged, you want the reviewer to also code the privilege type, such as attorney-client. To implement this in Ringtail, you create a condition based on the value that is coded for the privilege field.

Create conditional coding templates

You create conditional coding templates on the Case Setup page. Add to the template the items that you want reviewers to code. Then, create conditions to determine the relationships between items.

Note: Some items are under development and are not currently available for editing. You cannot change the read-only status of these items. These items will be available soon.

Tip: To help visualize the conditions in a conditional coding template, we recommend that you draw a flowchart of the coding workflow that you want reviewers to follow. On the flowchart, list the items that you want reviewers to code and the possible values for each item. For each possible value, determine which additional fields you want reviewers to code. Then, in Ringtail, create a condition for each branch of the flow chart.

You can configure the following options for the items on a conditional coding template:

  • Required: Reviewers must code the item. After reviewers code all required items for a document, they see the Next button in the Conditional Coding pane, which allows them to navigate to the next document.
  • Expanded: If the item is a pick list, by default, reviewers must expand the list to select a value. To display all possible values on the coding template, select this option. One-to-many pick lists appear as check boxes, and one-to-one pick lists appear as a list of options.

    Note: If a list has many possible values, the conditional coding template may take a long time to load when reviewers move from document to document.

  • Read-only: Reviewers can view the value, but cannot edit the value. For example, you can display reference information to reviewers. You can set read-only status on a field on a conditional coding template regardless of the general properties of the field.

When you set a default workspace for a group, you can set the default conditional coding template.

Tip: To view a new conditional coding template on the Documents page, refresh the web browser window.

Configure the conditional coding feature

On the Case Options page, administrators can select the Enable Conditional Coding check box to enable the conditional coding feature.

To allow groups to access the Conditional Coding pane on the Documents page, on the Security > Features page, set the Coding – Conditional Coding option to Allow.

To allow group leaders to manage the conditional coding templates that are available to their group, on the Case Home > Security > Administration page, set the following options:

  • Case Setup – Conditional Templates – Properties: Controls whether group leaders can edit the fields on conditional coding templates, add or remove conditions, and change the names of conditional coding templates.
  • Case Setup – Conditional Templates – Security: Controls whether group leaders can set the security for conditional coding templates.

You can also configure security for individual conditional coding templates on the Security page for each template. By default, conditional coding templates are available to users in the group in which they are created.

Updated security settings for accessing documents

In the Security section, on the Features page, the following updates are available for controlling access to documents:

  • Document - Content: This setting makes the Document Content field available on the Search page and on the Quick Search menu. This setting also makes the Formatted content and Unformatted content options available to reviewers on the View pane
  • Document - Native viewer: This setting makes the Native file option available to reviewers on the View pane. This setting was previously called Document - Native File.

Ingestions - Detailed job properties

You can now view detailed properties of an Ingestions job after it has processed. The properties appear for all job statuses, regardless of if jobs complete successfully. For example, the following figure shows properties of an Ingestions job with an error status.

Ingestions - Processed files report

A new report is available on the Report page of Ingestions jobs. The report lists details of each processed file in an Ingestion, including a link to the documents in the case that were generated from each file. To access the report, click the Files processed tab. You can also download a spreadsheet (.csv file) of the report by clicking the Download Report button.

Concepts search field enablement

You must enable the new Concepts search field so user groups can see it on the Search page. You can enable the field for a group on the Features page in the Security section, as shown in the following figure.

User administration – Download user list

You can now download a spreadsheet (.csv file) of the user information that appears on the Users page.

Ringtail 8.7.011

Leading “not” operator in content searches

Users can now use the “not” operator at the beginning of search terms or phrases to exclude certain words or phrases in a content search for documents. For example, you can run the following searches:

  • not banana
  • apple or not banana

You can perform this search in the quick search box, on the Search page, and in the Browse pane. Administrators and group leaders with permissions can also use this operator when creating search terms on the Search Term Families page.

Ingestions – Progress details

When resubmitting an Ingestions job, you can now see progress details from each submission of the job. Previously, you could see only the progress details for the latest submission.

Search Term Families – Search terms file formatting

You can now upload a spreadsheet (.xls or .xlsx file) containing search terms in one column. Previously, you could upload only spreadsheets that contained two columns.

Display users by case

On the Users page in the User Administration section, you can now filter the list of users by case, as shown in the following figure. In the All cases list, type or select a case name to display the users in a case.

A system administrator must select the ManagementReportingUI check box on the Portal Options page to enable the All cases list.

Filtered column data display

On the Users and Deleted users pages in the User Administration section, Ringtail now includes specific data in the message bar when you apply a column filter. For example, as shown in the following figures, filtering the Licenses column displays specific information about the filter results at the beginning of the message bar.

Message without a filtered column

Message with a filter applied to the Licenses column

Jobs – New stage for indexing and enrichment jobs

The indexing and enrichment job type now includes a stage called “page count.” When an indexing and enrichment job runs, this stage calculates page counts and updates the database accordingly for any content file find documents and any documents with a null or 0 (zero) page count. There is no longer a page count job type, and you cannot create a new page count job, but existing scheduled page count jobs will still run.

Note: The page count stage does not currently run in existing scheduled indexing and enrichment jobs, but will soon. For now, to include the stage, create a new scheduled indexing and enrichment job.

Portal Management – Migrate portal data

When portal data is available for migration, the Migrate Portal Data button now appears for system administrators on the Portal Home page. The button disappears after the migration completes.

Ringtail 8.7.009

Documents page

On the toolbar on the Documents page, below the Previous Document and Next Document buttons, the line number of the document that you are viewing and the total number of documents now appear. The or label indicates the current view on the Documents page. The Previous Document and Next Document buttons also now work when the List pane is not in an active workspace.

Ingestions - Lock family deduplication

The Family deduplication setting on the Filters page of the Default settings window now locks to either Case or Custodian for a case if prior jobs ran using only Case or Custodian as the Family deduplication setting. The Family deduplication setting does not lock for a case if prior jobs ran using None or a mix of Case and Custodian. The following figure shows an unlocked Family deduplication field, with options available.

Note: If you select Case or Custodian, that option will always be the default for the case after the next Ingestions job initiates using that setting.

The following figure shows a locked Family deduplication field, with no options available.

Ingestions - New option and field

The following new option and field are available in Ingestions.

  • Family deduplication: Available in the Add ingestion dialog box when adding a new ingestion. Use this option to verify or change the family deduplication setting for the job. Depending on the Family deduplication default setting on the Filters page in the Default settings window, the following options will appear in the Add ingestion dialog box:
    • Case and None
    • Custodian and None
    • None

  • Exclude From Ingestions Deduplication: Allows administrators to exclude documents from family deduplication. The field can be coded with a “Yes” in one of the following ways:
    • In the Code pane, users with permissions can code a document with a “Yes” in the field.
    • If the family deduplication setting is None for an Ingestions job, Ringtail codes all documents (unsuppressed and suppressed) with a “Yes.”
    • Documents loaded on the Imports page using Ringtail MDB, flat file, or SQL are automatically coded with a “Yes.”

    For Ingestions jobs where the Family deduplication setting is Case or Custodian, documents coded “Yes” in the Exclude From Ingestions Deduplication field and their sources and attachments are not considered when identifying duplicates.

Imports

For Ringtail MDB, flat file, or SQL documents loaded into Ringtail on the Imports page, “Yes” automatically appears in the Exclude From Ingestions Deduplication field. Documents loaded through an Ingestions job do not automatically receive a value in the Exclude From Ingestions Deduplication field, except when None is the family deduplication setting.

Existing documents previously loaded using Imports do not automatically receive a value in the Exclude From Ingestions Deduplication field.

Productions

For documents produced in native and endorsable image where the same file is considered both the native and the endorsable image, and the PDL and PPL are set so the first image file of a document has the same name as the native file, Ringtail appends an “.i” suffix to the image file name to make it unique. A warning message appears on the History page for the print job with a link to the rendition documents containing the updated image file names.

Ringtail 8.7.008

Portal Management Reports

The new Reports feature is available in the Portal Management section of Ringtail. This feature allows System and Portal Administrators to view all of the following aggregate information, and download reports for all cases on the portal:

  • Usage Summary: View aggregate data for all of the cases you administer or for specific cases
  • Hosted Details: View information about hosted file sizes in gigabytes for all of the cases you administer or for specific cases
  • Users: View information about the users for all of the cases you administer or for a specific case

Note: Case administrators who are portal users can view information and download reports for the cases they administer.

Enable the Reports feature

This feature is disabled by default. System Administrators can enable it by selecting the ManagementReportingUI check box on the Portal Options page in the Settings section of Portal Management. The Reports link is then available on the Portal Home page.

How does it work?

On the Usage Summary and Hosted Details pages, the numbers update periodically through an “Indexing and enrichment” job, and not in real time. On the Users page, some of the numbers update dynamically, but others require an “Indexing and enrichment” job to run.

If you do not have an “Indexing and enrichment” job scheduled for a case, you may add one on the Jobs page in the Processing section of Portal Management.

To gather case metrics once, create a new “Indexing and enrichment” job on the Jobs page in the Processing section of Portal Management, and select the Gather case metrics check box, shown in the following figure.

Important: To gather case metrics regularly using a previously scheduled “Indexing and enrichment” job, you must delete the existing job, create a new job, and select the Gather case metrics check box.

Usage Summary report

View aggregate data for all of the cases you administer or for specific cases. You can display the total usage summary for a specific date or the net difference for a date range. If you change the date range, click the Apply button to update the table.

The following table provides an overview of the information available in the table on this page. You can also hover over most of the column headings to view the descriptions.

Configure columns in the table on the Usage Summary page

All columns appear by default. To display fewer columns, hover over and click the blue arrow next to a column heading to select the columns you want to display, as shown in the following figure. Clear the check boxes for the columns you want to hide.

For example, to display only data related to ingestions for a specific case, in the Case column, filter the case list to a specific case, and clear all of the check boxes for the columns except the ingestion columns. Ringtail then displays the following table view.

Download a Usage Summary report

To generate a report in a spreadsheet (.csv) format, click the Download button. The report includes the columns you configured in the table, but does not reflect any filters you set.

Hosted Details report

View information about hosted file sizes in gigabytes for all of the cases you administer or for specific cases. You can display the total usage summary for a specific date or the net difference for a date range. If you change the date range, click the Apply button to update the table.

The following table provides an overview of the information available in the table on this page. You can also hover over most of the column headings to view the descriptions.

Configure columns in the table on the Hosted Details page

All columns appear by default. To display fewer columns, hover over and click the blue arrow next to a column heading to select the columns you want to display. Clear the check boxes for the columns you want to hide. When you hide a column on the Hosted Details page, the number in the Total size (GB) column updates accordingly.

Download a Hosted Details report

To generate a report in a spreadsheet (.csv) format, click the Download button. The report includes the columns you configured in the table, but does not reflect any filters you set.

Users report

On this page, you can view information about the users for all of the cases you administer or for a specific case.

The following table provides an overview of the information available in the table on this page. You can also hover over most of the column headings to view the descriptions.

Note: As indicated in the following table, some numbers update dynamically and others require an “Indexing and enrichment” job to be run.

Configure columns in the table on the Users page

All columns appear by default. To display fewer columns, hover over and click the blue arrow next to a column heading to select the columns you want to display. Clear the check boxes for the columns you want to hide.

Download a report of users

To generate a report in a spreadsheet (.csv) format, click the Download button. The report includes the columns you configured in the table, but does not reflect any filters you set.

View detailed user information

If you are a System or Portal Administrator, you can click a linked number on the Users page in the Reports section, shown in the first figure, to access the Users page in the User Administration section, shown in the second figure.

Note: If you are a Case Administrator (and a Portal user), although you can see the counts on the Reports page, you cannot access the User Administration section.

Case cloning

Ringtail now records the following cloned case information, available in a list_variables SQL query:

  • Clone Source: The name of the case from which the new case was cloned
  • Clone Date: The date and time of the clone
  • Clone Version: The Ringtail version at the time of the clone
  • Clone Clear Data: Indicates if the Clear data check box was selected on the Case Details page in the Clone case wizard.

Ingestions

The following updated features are available in Ingestions.

  • Ingestions now removes leading and trailing spaces for field values obtained from folder names.
  • For Ingestions jobs, if the indexing step fails and a search term family was not selected on the Search page in the Default settings wizard, the Ingestions job now completes with warnings. A message indicates that the user should re-run indexing.

Productions

For any productions created with endorsable images, administrators now have the option to export the rendition image files as is, or as non-searchable PDFs.

  • If you select the As non-searchable PDFs option, Ringtail creates one PDF per document to represent the image files only. The PDF file name matches the produced document label for the document.
  • If the image for the rendition is already a PDF file, that PDF is copied as is.
  • If a document has a PDF as its native file and the resulting image PDF has the same file name, Ringtail automatically appends the following suffix to the image PDF file name: _1

Ringtail 8.7.007

Important changes to required user settings

Administrators and users must apply the following settings before working with the new panes and linked workspaces.

Administrator

Administrators should set up new group defaults. Set the user settings to “Set for groups.”

End user

Users can either modify their workspaces or reset to group defaults.

Note: Your administrator must enable the ViewCardBeta option for the case on the Case Options page.

Documents page - View and Code pane now two separate panes

The “View and Code” pane is now in two separate panes for ease of use and document review efficiency.

You can add the new “Code” pane as well as up to two different “View” panes, View (A) and View (B), to your workspace.

Documents page - Linked workspaces

In the List, from the Options menu, you can now open a document in a linked workspace.

You can also access this menu on the toolbar.

Your workspace then appears in a separate window. Use the arrows to navigate from document to document.

Documents page - Updates to the View pane

The Update Pages option is now available on the View menu.

Click the arrow next to the Document ID to switch from a rendition to a base document.

Note: For information about the new View panes, see “Introducing the View pane” under 8.7.002.

Ingestions

The Retry Job button is now available on the Properties and Progress pages for ingestions jobs with an “Error” status or a “Completed with Warnings” status and there are unprocessed files. Click this button to resubmit the job for processing.

Processing

The HTML extraction stage now processes faster by excluding the following files:

  • Files with sizes over the limit specified in the AgentMaxFileSize option on the Case Options page
    Note: The default file size setting is 100 megabytes.
  • Files of standard image types, including the following file name extensions: .tiff, .tif, .jpg, .jpeg, .png, .gif, .bmp, .au, .snd, .wav, .mp3, .aif, .aiff, .aifc, .wma, .mpeg, .mpg, .mov, .mpe, .avi, .divx, .asx, .wmv, .movie, and .swf.

Ringtail 8.7.006

Case Setup

A new column called “Documents” appears on the Binder, Issues, and Child issues pages in the Case Setup section. The Documents columns contain document counts and links to open the documents on the Documents page. These counts do not respect document security, so if your group does not have access to all documents in a binder or issue, you may see fewer documents on the Documents page than indicated by the number in the link. If your group does not have read access to the issue or binder, links will not appear.

Binders: Displays the number of documents in each binder.

Case setup - binders

Issues: Displays the number of documents coded against each issue.

Case setup issues

Child issues: Click an issue on the Issues page to view the Child issues page. The Documents column displays the number of documents coded against each child issue.

Child issues

Ingestions - Default settings window

In the Default settings window, the “Date range” setting on the Filters tab and the “Search term family” setting on the Search tab now have the following infotips:

Date range: Documents with a Main Date in the selected date range are loaded to Ringtail along with any sources and attachments. Other documents are suppressed.

Ingestions filters

Search term family: Documents with content matching the selected search term family are loaded to Ringtail along with any sources and attachments. Other documents are suppressed.

Ingestions search

Ingestions jobs

For Ingestions jobs, any documents that do not have a hash value in Ringtail are coded with the value "Missing Hash Value" in [Meta] Processing Exceptions. “Missing Hash Value” and the total number of these documents appear under “Suppressed Document Ingestion Exceptions” or “Unsuppressed Document Ingestion Exceptions” on the ingestion’s Properties page.

Ingestions properties

Ringtail 8.7.005

Ingestions jobs

For ingestions jobs, Ringtail now populates the page count for multipage image files (TIF or PDF) using the values obtained in processing. If data is unavailable, the page count is not populated, but running an indexing and enrichment job will calculate the page count.

If a hashes job is currently processing in the case, a new ingestions job waits to run the hashes stage until all hashes jobs for the case are complete.

Productions

When a production print completes and all documents within the production did not print successfully, the RPF job status changes to “Succeeded with warnings.” On the Production History page, an error message appears for the print job containing links to rendition documents that did not print successfully.

Ringtail 8.7.004

Tools menu – new items

TIFF-on-the-Fly, Split binder, and Machine language translation are now available on the Tools menu. Previously, these tools were on the Extensions tab in the View and Code pane. Select documents to enable these tools.

Note: Your administrator must grant access to these features.

Tools menu

TIFF-on-the-Fly

TIFF on the fly

Split binder

Split Binder

Machine language translation

Machine language translation

Search Term Families

You can now click a link in the Document count column on the Search Term Families page to view the documents with search term hits in the List pane. Links are only available for search term families to which the user group has access. For example, in the following figure, the user who accessed this page has access to the ENRON SEARCH TERMS family, but does not have user group access to the Common English Words 1 and Common English Words 2 families. Therefore, links do not appear in the Document count column for those two families.

Search term families links

Thread analysis

Thread analysis now identifies more duplicate documents by normalizing names when comparing people values found in email addresses.

Tools menu - OCR processing update

Documents submitted for OCR processing on the Tools menu are now automatically flagged as “refresh pending” for content file find and indexing.

  • If the Concept analyze all documents in case option, shown in the following figure, is selected for the case on the Case Options page in the Cases and Servers section, documents submitted for OCR processing will also be flagged as “refresh pending” for concept analysis.
  • If the Concept analyze all documents in case option is not selected for the case, documents submitted for OCR processing that have already been concept analyzed are flagged as “refresh pending” for concept analysis.
Case options

Ringtail 8.7.003

Improved document loading and new document preview while loading

When enabled by an administrator, users can now begin reviewing document content in the View and Code pane while the document is still loading. Documents with 60 kilobytes or less of rendered HTML content now load instantly. Documents with more than 60 kilobytes of rendered HTML content now instantly load a 60-kilobyte preview of the document.

When reviewing a set of documents of various sizes and file types, the formatted document content now cumulatively loads approximately three to five times faster. Depending on file size and type, the content for some documents may load much faster, while you may not see a difference for other documents. This significantly reduces the wait time to begin reviewing large documents or documents that have complex formatting and can take time to load completely.

The following changes appear in the List pane and the View and Code pane when in Content view:

Initial document view:

Documents with keyword or content search hits now always open to the top of the document in the View and Code pane. The beginning hits count number will also always start at 0 (zero).

Loaded hits count and a plus (+) icon:

In the View and Code pane, a plus sign next to the ending hits count indicates that the document is still loading. The ending hits count indicates the number of hits that have successfully loaded so far. For example, in the following figure, 334 hits have loaded so far.

After the document loads completely, the plus (+) icon disappears and the ending hits count updates with the total number of hits in the View and Code pane.

Keyword hits count:

In the List pane, the number of keyword hits (for search term families with keyword highlighting enabled) appears for documents that are loading. This number may differ from the number of hits in the View and Code pane, which represents all keyword hits or content search hits among the content that has loaded so far.

For example, as shown in the following figure, the number 7008 that appears in the List pane for the document in view is the total number of keyword hits. The number 334+ that appears in the View and Code pane indicates that 334 keyword or content search hits have loaded at this point in the document loading process.

Keyword hits count
Activity indicator:

An activity indicator in the View and Code pane moves to show that the document is still loading.

Activity indicator
Loading large content files:

If a document that is loading loads more than 10 megabytes of HTML content, a message appears in the View and Code pane, indicating that you must download the document, as shown in the following figure.

Loading large content files
Enhanced email formatting:

Email documents now include formatting, as shown in the following figure.

Enhanced email formatting

Load search file

The Load search file tool now returns a document if the value in the search file matches a document ID or a page label for a page within that document.

Enabling improved document loading and document preview while loading

For users to preview documents while they continue loading, administrators must perform the following tasks.

HTML extraction stage

A new processing stage called “HTML extraction” identifies any documents loaded into Ringtail in the last 30 days that have not already had HTML extracted. This stage is a part of the indexing and enrichment job type. You must run an indexing and enrichment job, and enable the document preview feature, before users can review documents while they load.

Note: HTML extraction does not currently occur in existing scheduled indexing and enrichment jobs. To include it, create a new scheduled indexing and enrichment job.

Case options

Case administrators can enable document preview and related content display features, as well as set corresponding options for the case on the Case Options page.

Enable the feature by selecting the ResultsBasedDocumentContent check box.

Results based document content
Optionally, change the following options:

Note: The default values for each option are shown in the following figure.

  • Content HTML Cache Length: The size of the cached content to keep for each document. This content is loaded immediately when a user clicks to load a document. Any content beyond the set length will render as the user scrolls through the document.
  • Content HTML Cache Life: The number of days from when a document is loaded or last viewed that Ringtail keeps the cached HTML rendering of the document. Cached HTML content increases performance when viewing documents.
  • Content HTML Max Length: The maximum length of HTML to display when viewing document content. Any HTML beyond the set length does not appear when viewing documents. When the loaded content exceeds this size, the user is presented with a message asking them to download the document.

    Note: This option refers to the size of the HTML and not the native file size. The HTML size can be larger than the native file size.

Content options

Notifications administration - Select recipients based on group

Administrators can create notifications for recipients based on membership in a group from within the Add notification wizard. The wizard Cases page now contains a column for the group with a default value of No Group. Select a case and click the group value in this column to open a list of available groups, as shown in the following figure. Select groups individually and click Next to view all recipients in the selected groups.

Add notification

Notifications administration - Access the Add notification feature

From the Case Home page, click Groups in the Security section. The notifications bell symbol appears when you hover over a group name, as shown in the following figure. Click the bell to open the Add notification wizard, where the current case and group are pre-selected. Accessing the Recipients page of the wizard provides the group members for selection.

Add notifications from security

Notifications administration - Email notification recipients

Administrators might want to send an email to notification recipients based on whether they have viewed a notification. On the Recipients page of a notification, the sortable Viewed column indicates if the recipient has viewed the notification, as shown in the following figure. Select recipients and click Copy email to clipboard. You can then paste the email addresses, separated by semi-colons, into your email application.

Notifications - email recipients

The Copy email to clipboard button is not available if no email addresses are configured for the selected recipients.

People and Organizations

Administrators can now grant Group leaders access to the People and Organizations page.

Grant access

The group security setting must be “write” for group leaders to access certain features, such as Update documents.

Document fields

Productions

Administrators can now download the information on the Productions page to a spreadsheet (.csv file).

System fields

There is a new system field called “Exclude From Ingestions Deduplication.” This field appears on the System Fields page, but is still under development and is not currently available. It will be available soon.

Transcripts administration

Administrators and group leaders with permissions can start a transcripts index job on the Manage Files page. After adding new transcripts to Ringtail, you must run a transcripts index job to make the transcripts searchable. When deleting transcripts, a transcripts index job runs automatically to remove the deleted transcripts from the index.

Transcripts administration

Administrators can manage transcripts index jobs on the Jobs page in the Portal Management section.

User-defined fields

Upon upgrade, Ringtail no longer allows user-defined fields to have the same name as system fields or user-defined fields of the same type to have the same name. Ringtail renames any user-defined fields with the same name as Ringtail system fields with the suffix [User-defined field]. For any duplicate user-defined fields of the same type, Ringtail renames the field with the higher field ID with the suffix [Duplicate field name].

Ringtail 8.7.002

Introducing the View pane

The new View feature has a streamlined interface that is easy to navigate and facilitates increased productivity. It also provides greatly improved performance when navigating from document to document in formatted and unformatted content view.

Note: Your administrator must enable this feature for your case.

Using the Workspace feature, you can configure up to two View panes, View (A) and View (B), which allow you to see two different views of the same document. For example, as shown in the following figure, you can see the formatted document content with hit highlighting and the image views of the same document in one workspace.

New view

If you configure your workspace to include two View panes, by default, Ringtail displays the formatted content in the View (A) pane and the image in the View (B) pane. You can switch to other available views by clicking one of the following buttons on the left side of the toolbar in the View pane: Formatted content, Unformatted content, Native, and Image Viewer.

The following figure displays a workspace configuration with two View panes.

Edit workspace

Note: Ringtail retains your current settings for the active View panes, even after you log out and log back in. If an administrator configures the workspace settings to group defaults, new users inherit those settings.

The following table provides an overview of the options in the new View pane as well as the corresponding options in the View and Code pane, which you can still add to your workspace.

Tip: Hover over a button in the View pane to view its description.

View table

The following View pane enhancements will be available in upcoming releases:

  • Update pages
  • Open rendition menu (linked with Document ID)
  • Open linked workspace
  • Keyword settings: Query preview and Use group defaults

Notifications

The notifications bell icon appears on the Portal Home page. Click the bell to access the My notifications page and view a list of notifications, as shown in the following figure. Any notifications deleted by the administrator no longer appear on the My notifications page.

My notifications

Quick search

A leading or trailing space in the search string now does not affect quick searches.

View pane configuration

On the Case Options page, you can select the ViewCardBeta option to allow users to add up to two View panes to their workspace configuration.

Note: This option is disabled by default.

View card

Case Home page

On the Case Home page, under Manage Documents, the Ingestions link now appears. A number in parentheses indicates the number of ingestions jobs in the case.

Manage documents - ingestions

Notifications listed by creation date

Notifications on the Administration page now appear sorted by creation date in the Created date column, with the most recent notification first. All columns are sortable.

Notifications - Last edited information

The date of the most recent edit and the user name of the user who last edited the notification appear on the Administration page, as shown in the following figure.

Notifications - last edit

Edit notifications

Administrators can now click the title of an active notification on the Administration page to view and edit the notification properties. Editing the notification Title or Message fields resets the notification for all users, which may cause users to see the notification again, even if Once is selected for the notification Occurrence.

Select the Suspend check box to suspend an active notification. The notification will not appear for recipients until the administrator clears the check box.

The following figure shows the Properties page with editable fields.

Edit notificaton properties

For expired notifications, with the exception of the dates and times, you can view but not change any properties. To enable all fields and edit the notification, change the End date and End time to a future date and time. The following figure shows the Properties page for an expired notification.

Notifications expired

Edit and delete recipients

Administrators can access the Recipients page to view and edit the list of recipients. For active notifications, you can click Add to add recipients. Add recipients individually or select a case name to access a list of users for the selected cases. To delete recipients, select individual names and click Delete. The following figure shows the Recipients page with access to all cases for adding recipients.

Notifications recipients

For expired notifications, you can view but not change the recipients. If the notification is expired, the check boxes for recipients are not available for selection.

Productions

A new quality control check called “To be produced natively but have annotations applied” is available on the Quality Control page of Productions. This option is automatically enabled if there are documents in a Native only, a Native with endorsable image, or a Native with placeholder population, and if the production has any highlights or redactions applied.

If any documents in any of the native populations also contain a highlight or redaction applied in the production, a message appears indicating that there are documents to be produced natively, but that annotations exist. The message includes a link to those documents.

Ringtail 8.7.001

Document analysis now called Concept analysis

Document analysis is now known as Concept analysis. Concept analyzing documents is the process by which Ringtail extracts document concepts, to allow documents to be clustered by conceptual similarity in the Map and on the Mines page.

Unified tool for indexing and analyzing document content

Users with permissions can access the new Indexing and enrichment tool. The Indexing and enrichment tool combines the functionality that users formerly accessed through the Content indexing, Content file find, and Concept analysis tools. The Indexing and enrichment tool is available on the Tools menu on the Documents page.

Index enrichment tools menu

Users no longer need to submit documents manually for a content file find job, because indexing and enrichment now includes the content file find job.

Depending on the case settings, users can reanalyze documents for concepts the next time that an indexing and enrichment job runs.

Index and enrich

Users can also exclude documents from the index, to prevent document content from being searchable.

Users who have permissions can run concept analysis on specific documents, without waiting for the next indexing and enrichment job. Concept analysis is run on documents that are already indexed.

Enrich concept

People and Organizations – new search operators

You can use the following three new search operators to locate correspondence between two parties, for example, where one party is the sender (From) and the other party is a recipient (To, CC, or BCC).

Organizations - search operators

Sample search using the new operators

People org searches

Note: These operators are available for the People and Organizations fields, and not for individual Correspondence Type fields (To, From, CC, BCC).

Searching – error and warning messages for content searches

When users run content searches with syntax issues, Ringtail displays improved error messages or warning messages that suggest changes to the search criteria. Messages can appear for the following types of content searches.

Advanced search, as shown in the following figure:

Search error advanced search

Quick search, as shown in the following figure:

Search error quick search

Documents page Browse pane content search, as shown in the following figure:

Search error browse pane

Note: The error messaging in the View and Code pane in Document view remains unchanged.

Tools menu – changes to options

The TIFF-on-the-Fly, Split Binder, and Machine Language Translation features previously available on the Tools menu are undergoing further development and are currently available on the Extensions tab in the View and Code pane.

Analysis – new links to documents on Search Terms page

Links to documents now appear in the Counts and Coding sections on the Search Terms page. Click a link to open those documents on the Documents page.

Analysis - search terms links
Analysis - search terms docs page

Case Options – new option to concept analyze all documents

Ringtail administrators no longer have to flag new documents and manually initiate concept analysis if they wish to concept analyze all new documents after indexing. The Case Options page for individual cases contains the new Concept analyze all documents in case check box which, when selected, automatically selects all new documents to be run for concept analysis. Ringtail selects the option by default for new cases, but the check box is cleared for existing cases.

Concept analysis option

Case Setup - Change to Correspondence Types

For new cases, the "between" correspondence type is no longer created. The default correspondence types are From, To, CC, and BCC.

Correspondence types

Case Setup - Download a report of people and organizations

On the People and Organizations page in the Case Setup section, you can now download a report to a spreadsheet (.csv file).

Case setup - people and organizations - download

Case Setup - Download a report of case fields

On the Fields page in the Case Setup section, you can now download a report to a spreadsheet (.csv file).

Case setup - fields - download report

For pick list fields, the report also includes the pick list values, as shown in the following figure.

CSV of fields in case setup

Case Setup - Handling of user-defined fields with the same name as existing system fields

Upon upgrade, Ringtail no longer allows user-defined fields to have the same name as system fields. Ringtail renames any user-defined fields that have the same name as existing Ringtail system fields and appends the following suffix to the field name: [User-defined field].

System and user-defined fields

Note: Administrators can rename the fields to remove the suffixes.

System fields - Add and edit Custodian field items

You can now add and edit Custodian field items and apply the changes to the All Custodians field.

Add / edit custodian system field

System fields - New system field for Predictive Coding and CAL text extraction

A new system field has been created named Predictive Text Status. This field captures the text extraction status for documents that are included in scoring jobs using either standard Predictive Coding or Continuous

Active Learning (CAL). If text extraction is successful, “Success” appears as the status message for the field. If text extraction fails, one of the following status messages appears:

  • Error File Corrupt
  • Error File Empty
  • Error File Encrypted
  • Error Generic

Predictive coding

Concept analysis – increased capacity and extraction speed

The storage capacity for extracted concepts and the speed of the extraction process has been increased. Performance for other concepts tasks, such as creating mines, is not affected.

Ingestions – download Report page

You can now download the information on the Report page of an Ingestion to a spreadsheet (.csv file).

Ingestions download report

Productions - Details page – new navigation and pages

The Details page now has the following four new pages:

  • Attributes
  • Production Rules
  • Redactions
  • Endorsements

Production details navigation - before
Production details navigation - now
  • Information on each page is now automatically saved.
  • With the exception of the sort order, all settings that require the use of the Variable Builder still use the existing Variable Builder dialog box.

Productions - Attributes page – new design

The Attributes page design is updated. Existing functionality was not changed.

Production attributes page

Productions - Rules page – new design and features

  • Users can now distinguish production populations using the following rules:
    • Endorsable image only
    • Native only
    • Native with placeholder
    • Native with endorsable image
    • Custom placeholder: This new rule allows users to identify sets of documents to be produced with a .tiff placeholder that includes custom text.
  • There is no limit to the number of exception populations or rules that the user can select.
  • The user can choose to include or exclude content files per production rule population.
  • The new production rules list displays the number of documents added to the production and the number of documents included in each rule set population.
  • The user will see an alert message on the production rules page when there is an overlap in exception populations. Users cannot lock a production if an overlap exists.

Message indicating overlaps in exception populations

Production rules page
  • On the lower section of the page, users can select the following general file settings across production rule populations based on file types:
    • Endorsable image file settings
    • Native file settings
    • Content file settings

Production Rules page

Production rules page

Productions - Redactions page – new design

The Redactions page design is updated. Existing functionality was not changed.

Production redactions page

Productions - Endorsements page – new design

The Endorsements page design is updated. Existing functionality was not changed.

Production endorsements page

Rebuild Assignments

Using new “grouping criteria,” review managers can now recreate all unassigned assignments within a phase that have not cleared. On the Properties page for a phase, a Rebuild button is now available on the toolbar (if an administrator enables this feature for a case).

Rebuild assignments

In the Rebuild unassigned assignments dialog box, shown in the following figure, review managers can do the following:

  • Optionally, rebuild child phases (in addition to rebuilding parent phases)
  • Prioritize the assignment order by saved search, which allows a review manager to add a specific group of documents to a workflow first.
  • Prioritize the assignment order by fields, which allows a review manager to set the order in which documents are added to the workflow by up to six fields.
Rebuild assignments - dialog box

Note: This feature is disabled by default and an administrator can enable this feature on the Case Options page by selecting the “EnableRebuildAssignments” check box, as shown in the following figure.

Rebuild assignments - case option

Transcripts administration

When adding a transcript, before uploading, administrators can now preview the annotation highlights, notes, and footers, as well as an overview of all annotations in the transcript.

Transcripts admin metadata
Transcripts admin annotation highlight
Transcripts admin footer

Ringtail 8.7.000

Advanced search – increased values field size

The values field on the Search page is now wider to accommodate long search strings.

Search values field

Advanced search – Document loading method field

The values field for the Document Created Type system field contains the following four new values to indicate the document import method that populates when new documents are loaded:

  • Import - Flat File
  • Import - MDB
  • Import - SQL
  • Ingestions (for all documents, suppressed or unsuppressed, that are loaded using Ingestions)

Document created type

Quick Search – default option

The first time a user accesses the Quick Search in a case, Document Content is the default search option. If users change their selections, those selections persist for subsequent logins.

Quick search

View and Code pane - Redact menu in Pages view updated

The Redact menu in Pages view in the View and Code pane now includes labels for the Redaction Style and Redaction Label sections, as shown in the following figure. You can now also filter the redaction labels.

Redacted menu

Analysis – new Search Terms feature

Search Terms is a new reporting feature in the Analysis section. Administrators can use this feature to view statistics of search term hits in documents. Administrators can also use this feature to view how each search term contributes to the overall population of hits for the family, along with other metrics, and can download the report to a spreadsheet (.csv file).

Analysis - search terms page

Select a search term family, and then optionally refine the report by selecting any of the following:

Document set:

By default, the report includes information for all documents in the case unless you select a specific document population, such as a binder, issue, or sample.

Analysis - document set

Selecting a document set displays a new field where you can select an object for the document set. For example, selecting Issue in the Document set list displays the field shown in the following figure, where you can select from a list of issues in the case.

Document set extra field
Coding field:

Measure the precision and recall of a search term family by selecting a coding field to view the effectiveness of your search terms. If you select a coding field, you must select one or more values for each of the following fields:

  • Positive: A value identified as a “positive” mark for computing recall and precision. Terms with higher recall return a higher proportion of the documents coded positive in the selected document set. Terms with higher precision have a higher proportion of documents coded positive among the documents that they return.
  • Negative: A value identified as a “negative” mark for computing recall and precision.

The following figure contains an example of results for a search term family using a document set and coding field.

Search Terms page with results

The following table describes the information displayed in the columns and rows on the Search Terms page.

You can download the information on the Search Terms page to a spreadsheet (.csv file), as shown in the following figure.

Analysis - download report

Case Home page – new link to Search Term Families

For group leaders with permissions and administrators, on the Case Home page, under Case Setup, the Search Term Families link now appears for easy access to this frequently used feature.

Case home page

Ingestions - Clone default settings

When you clone the default settings for an Ingestions job, Ringtail creates the Document ID setting using the name of the newly cloned case. This naming convention applies to the cloned settings regardless of whether you selected the Clear Data check box.

Ingestions - Download Properties page

You can now download the information on the Properties page of an Ingestions job to a spreadsheet (.csv file).

Properties page
Properties report

Ingestions - Failed NIST error messaging

In the default settings for Ingestions, if you select the Exclude NIST files option and the NIST table does not exist or is empty, Ingestions will fail to complete the preprocessing step. When this occurs, the administrator will see an Error status on the Properties page, along with the following message: “The NIST list is missing or empty. To continue, install the NIST list or change the exclude NIST files option and start a new Ingestions job."

NIST error

Ingestions - NIST file upload option

The database utility tool includes an option that allows administrators to select and upload an installed NIST data file. This option is available when selecting a temporary database. The NIST reference database option was also removed from the database utility tool.

Transcripts administration

The Manage Files page is now available in the Transcripts Administration feature. Administrators and group leaders with permissions can view, edit, delete, and add transcripts on the Manage Files page, as well as start transcripts indexing jobs.

Transcripts administration manage files page

Inline editing

You can change a transcript’s name and type in the list on the Manage Files page, as shown in the following figure.

Transcripts administration inline editing

Add transcripts

You can upload .txt, PCF, or PTF file types, add new or previously saved formatting, view annotations or other metadata, and preview the transcript before adding it to Ringtail. The transcript appears in the list on the Manage Files page. To make newly added transcripts searchable, you must run an index job.

Add transcript file
Add transcript formatting
Add transcript metadata
Add transcript preview

Delete transcripts

You can remove transcripts from Ringtail. An index job will also run automatically to remove the deleted transcripts from the index.

Delete transcript

Ringtail 8.6.025

Sorting on the Documents page

In the Columns dialog box in the List pane, the “A/Z” column label that previously appeared in the upper section of the dialog box is now named “Order.” The “A↓” and “Z↑” labels that previously appeared in the lower section of the dialog box are now named “A to Z” and “Z to A.”

Sorting in column dialog box

Users can now sort search results in the list using the Quick Code column.

Sorting in list

Notifications

Administrators can now display notifications to Ringtail users. Users receive notifications when they log in to Ringtail, as shown in the following figures. If an administrator has sent more than one notification, the user is prompted to view each message. Administrators can configure notifications to appear once or every time the user logs in (until the notification expires).

Notification example
New features notification example

Notifications administration

Portal Administrators can now view, add, and delete notifications for Ringtail users on the Notifications Administration page. The bell on the navigation bar at the top of the page, shown in the following figure, provides access to the page, which lists the status and a summary of the notification details.

Notifications admin

Administrators can view the status of each notification and determine if the notification is active and being displayed to selected users, expired and no longer being displayed to users, pending, or suspended.

Add a notification

When adding a notification, a wizard guides the administrator through the process. The administrator can configure the following settings, as shown in the following figures:

  • Select one or more cases
  • Select one or more recipients
  • Schedule the notification
  • Write the notification message

On the Cases page, the administrator can limit the list of potential recipients to users in specific cases by selecting one or more cases. If the administrator does not select any cases, he or she can select recipients from all licensed users in the portal.

Add notification - cases

The Recipients page lists active portal users (filtered to display users in selected cases, if the administrator selected cases on the Cases page). The columns on the Recipients page can be sorted and filtered.

Add notification - recipients

On the Schedule page, the administrator defines the time range for the notification to be displayed to recipients. The administrator also chooses whether to display the notification to users once or every time they log in during the specified time range.

Add notification - schedule

On the Message page, the administrator can define the title and body of the notification message. The title and body are displayed to users when they receive the notification. The title is limited to 255 characters, whereas the body of the message is similar to a memo field, where length is not restricted.

The following notification appears after the selected recipients log in to Ringtail.

Notification - end user

Delete notifications

Administrators can select notifications in the list on the Notifications Administration page and delete them, regardless of whether they are active.

Note: In this initial feature release, notifications are not editable. Notifications will be editable in the next feature update. The workaround is to delete and create a new notification.

Ringtail 8.6.024

Email threading – remove documents from threads

Users can now remove documents from threads. Ringtail automatically reanalyzes the remaining documents and the existing threads adjust accordingly. For example, in a thread consisting of three documents—a root message (a duplicate), a first reply (also a duplicate), and a second reply (a pivot)—deleting the second reply changes the first reply document from a ”duplicate” to a “pivot.” (226463)

Email Threading Remove documents

Ingestions – job processing enhancements

For Ingestions jobs, if a search term family is not selected in the Ingestions default settings, the job now skips the indexing step if an Index update is already being run for the case. A warning message appears indicating that the user must run another Index update after completion of the Ingestions job.

If a search term family is selected in the Ingestions default settings, an Ingestions job waits to run its indexing step until any currently running Index update jobs for the case are complete. (208746)

Ingestions – Nuix output format matching

The [Meta] File Path, [Meta] Original Full Path, and [Meta] Email folder field values now reflect forward slashes "/" and leading slashes so that the Ingestions output matches the Nuix output format. See the following table for an example of a previous value and the new value. (263958)

Note: The format changes apply only to fields for documents loaded through new Ingestions jobs. Values currently in the database are not updated.

Nuix output formatting

Ingestions – suppressed and unsuppressed counts on Properties page

On the Properties page of an Ingestions job, you can now more clearly view the Ingestions exception document counts for suppressed and unsuppressed documents. Previously, you could view separate counts of Suppressed Document Ingestions exceptions and Unsuppressed Document Ingestions exceptions. However, there was also a count of Ingestions exceptions per exception type, which included both suppressed and unsuppressed documents. The page organization was unclear and could lead administrators to believe that the Properties page shows only Ingestions exceptions for unsuppressed documents. (266094)

Ingestions properties

Email threading – populate hashes for attachments of selected documents

If the attachments of documents selected for thread analysis do not have hashes populated, Ringtail now automatically populates hashes using the configuration specified on the Hashes page so that the attachments can have their hashes compared, which could identify more duplicates. (237166)

Search term families – validation for syntax and noise words

Search term families now automatically check for errors and perform validation steps when terms are created or modified. Ringtail checks for syntax errors and use of case noise words. (218595)

You can view error and warning messages, and count information in the following areas:

The Syntax messages column on the Search Term Families page. This column displays the total number of terms in each family that have at least one syntax message.

Search term families page

The Syntax messages column on the Terms page, which displays the message text.

Search term families terms page

If a term has more than one message, the message count appears. Hover over the count to view all messages.

Search term families multiple messages

The Terms with syntax messages count on the Properties page of each search term family.

Search term families properties page

Under Syntax message on the Properties page of each term.

Search term families – display change for unprocessed families

For search term families that have never been processed, a blank space, rather than a zero, now appears in the Document count column, as indicated by the orange arrow. Now, a zero in the Document count column means no document hits were returned for the terms in that family when the family was last run, as indicated by the blue arrow.

Search term families - display changes

Transcripts administration

On the Transcripts page, all users can view, search, annotate, download, and print transcripts. Administrators and group leaders with permissions can perform additional administrative tasks, which were previously performed in Ringtail Legal. Transcripts Administration features have moved to Ringtail and include the following updated and new features:

Note: Uploading and removing transcripts tasks are still performed in Ringtail Legal, but will be moving to Ringtail soon.

Format transcripts

On the Formats page, you can browse, delete, and add transcript formatting. (253054, 256202, 256230)

Note: Once you associate a format with a transcript, you cannot edit or delete the format while it is in use.

Add format
  • Formats on this page are also available as “saved formats” when adding new transcript files, as shown in the following figure.

    Note: The Add transcript feature will be available in Ringtail soon.

    Add transcript dialog box

    If you select the New format option and add a new format in the previous figure, that format appears on the Formats page.

Transcripts annotations

Annotations was formerly called Issues in Ringtail Legal. On the Annotations page, you can view a list of annotations, and delete and add annotations. You can also change annotation names and the assigned color. (253051, 254638, 256200, 256205)

Note: User groups cannot see transcripts for annotations to which they do not have read or write access.

Transcripts - add annotation

Transcripts noise words

Noise words reduce the number of common words - such as and, or, the, and but - being indexed in your transcripts. On the Noise Words page, you can view a list of transcript noise words, and delete and add noise words. (253053, 256203, 256206)

Add noise words

Transcript types

On the Types page, you can view a list of transcript types, and delete and add transcript types. You can also change a transcript’s name and description. (253052, 254637, 256201, 256204, 263411)

Note: User groups cannot see transcripts for transcript types to which they do not have read or write access.

Transcripts - add type

Ringtail 8.6.022

Suppression options for Ingestions

When configuring the default settings for an Ingestions job, administrators can now choose to suppress specific file types or categories of files, such as system files. (250026)

Note: The default settings for Ingestions apply only to a new Ingestions job. If you re-run a job that was created before this feature was introduced, the settings will not apply, and no files will be suppressed based on file type.

If the “Exclude by category or extension” option is selected, as shown in the following figure, files with the selected file types are suppressed, with the following exception: selected file types that are part of a document family are not suppressed unless all documents in the family meet the criteria for suppression. File types that are considered system files are suppressed by default. To change the setting for specific file types, select the applicable check boxes.

Ingestions exclusions

Ringtail 8.6.021

Convert page annotations tool

The Convert page annotations tool is now available on the Tools menu on the Documents page. Select documents to enable this option on the Tools menu. (132911)

Convert page annotations

All Text Fields search option renamed to All Metadata and Coding

The "All Text Fields" search option on the Search page and on the quick search menu is now labeled "All Metadata and Coding" to accurately describe the type of search. (215113)

Metadata advanced search

Split binder tool

The Split binder tool is now available on the Tools menu on the Documents page. Select documents to enable this option on the Tools menu. Previously, this tool was available only on the Extensions tab in the View and Code pane. (248532)

Split binder dialog box

Machine language translation tool

The Machine language translation tool is now available on the Tools menu on the Documents page. Select documents to enable this option on the Tools menu. Previously, this tool was available only on the Extensions tab in the View and Code pane. (248533)

Machine language translation

Ingestions summary report updates

For Ingestions, Ringtail now provides a summary report if any documents are loaded to Ringtail as part of an Ingestions job, even if some steps of the job did not complete successfully. If the import steps of the Ingestions job complete successfully, Ringtail will provide the summary report. The report is based on currently available data, and the report details may change if the Ingestions job is rerun. Ringtail displays a message at the top of the Report page to alert the user to the basis of the report. (266875)

Ingestions report

Ringtail 8.6.020

Add links to memo fields

Users with write permissions can now add links to memo fields in the List on the Documents page. In the List, click in a memo field, select existing text (or add new text and select it), and then click Create Link.

Link in memo field

In the Create Link dialog box, select a link target, for example, a binder, and then click Create.

Create link dialog

In the List, click the link in the memo field to view the target documents.

Follow link

Ringtail 8.6.019

View and edit a family’s properties

Use the Properties page to view and modify a search term family’s properties. You can change the name and highlight color for the family, and select the family to run automatically after case indexing.

Family properties - search term families

Terms page

Use the Terms page to view the terms within a search term family, see the status of each term, and manage the terms. You can also run, add, and delete terms and view the properties and processing history of individual terms.

Terms page

The Terms page, shown in the previous figure, contains the following buttons:

  • Run: Runs one or more selected search terms in a family. This allows you to modify one or more terms in a search term family and run only those terms again, if necessary, rather than running all terms.
  • Add: Adds a new term to a search term family. You can add terms individually or by uploading a Microsoft Excel file.
Add search term
  • Delete: Removes a term in a search term family. If the term has search hits, a warning message appears.
Search term families - delete search term

Term properties and run history

Click a term name to view and edit a term’s properties. You can modify the term’s label and query information.

Term properties

Click Run History in the navigation pane, as shown in the previous figure, to see the processing history of the term.

The following columns, shown in the following figure, are new:

  • Document count: Indicates the number of distinct documents in which the term appears.
  • Change: Indicates an increase or decrease in the number of hits the term received between the previous and current time the term was run. A green positive number indicates more hits. A red negative number indicates fewer hits, which could appear, for example, when a document is removed from the case.
Run history

Set family security

You can set security for a search term family by group. In addition to denying and allowing use of the family’s terms, you can also designate all terms in a family as keywords and make the terms available in the Browse pane on the Documents page.

Family security

View family run history

You can view the processing history of search term jobs in a family.

Viewing family run history

The following columns are new:

  • Total terms: Indicates how many terms were in the search term family at the time the job ran.
  • Terms affected: Indicates how many of the terms in the family were affected by the job. If the entire family was run, the Total terms column would equal the Terms affected column. If only a few terms were run, the Terms affected column displays the number of terms that were selected to run. A red number in this column indicates the deletion of search terms.
  • Document count: Indicates the number of distinct documents in which any of the terms in the search term family appear, regardless of which terms were run in that particular job.
  • Change: Indicates an increase or decrease in the number of hits the terms received between the previous and current time the terms were run. A green positive number indicates more hits. A red negative number indicates fewer hits, which could appear, for example, when a term is deleted from the family.
  • Progress: Indicates the processing progress of a running job.

Ringtail 8.6.016

Cubes page updated

On the Cubes page in the Analysis section, the column headings and order have changed, but the definitions of the
columns have not changed.

Cubes page - end users

Display and follow links in memo fields in the List

Existing links in many-to-one memo fields (in expanded view) now appear and can be accessed in the List on the Documents page. To follow the link, press Ctrl + left click.

Search by page count

You can now search by “Page Count” on the Search page.

Search on page count

Review Dashboard – team filter relocated and filter applied to reviewer metrics

The team filter is now located below the progress bar and pie chart and above the reviewer metrics table. When you select a team, the reviewer metrics table changes, but the progress bar and pie chart continue to display unfiltered results for all users.

Review dashboard - all teams

Default “All teams” filter applied

Review dashboard - team filter applied

Team filter applied – reviewer metrics table and list of reviewers changes; progress bar and pie chart remain unchanged

TIFF-on-the-Fly – now available on the Tools menu

If TIFF-on-the-Fly is available in your environment, this feature is now available on the Extensions tab in the View and Code pane and on the Tools menu.

TIFF-on-the-Fly on Tools menu

TIFF-on-the-Fly on Tools menu

TIFF-on-the-Fly dialog box

TIFF-on-the-Fly dialog box

Cubes administration

Cubes administration features previously available only in Ringtail Legal are now accessible to administrators in Ringtail, on the Cubes page in the Analysis section.

Note: Now that cubes administration can be performed in Ringtail instead of Ringtail Legal, although this feature is still available in Ringtail Legal, after upgrading to this version, we strongly recommend administering cubes only in Ringtail, and not in Ringtail Legal, because changes made in Ringtail will not synchronize with Ringtail Legal and vice versa.

The column headings and order have changed, but the definitions of the columns have not changed.

Cubes for admins

Coding details cubes

Previously, administrators could add only standard cubes in Ringtail. Now, they can also add coding details cubes. Coding details cubes report on fields of the pick list type.

Add cube - coding details

View, add, and delete row and column dimensions for cubes

A cube consists of two dimensions: rows and columns.

Administrators can now view, add, and delete the following types of dimensions on the Cubes page in the Analysis section.

  • Binders
  • Yes/No (Booleans)
  • Dates
  • Document Types
  • Issues
  • Levels
  • Main Date
  • Memos
  • Mine Clusters
  • Numbers
  • Organizations
  • People
  • Pick Lists
  • Productions
  • Saved Searches
  • Search Term Families
  • Text Field

The following figure shows adding a Main Date column dimension:

Main Date column dimension

Clone cubes

Administrators can now use Ringtail to clone the design of a cube and assign the cloned cube to other groups.

Clone cube

Ingestions - NIST files tagged in [Meta] Processing Exceptions field

Any NIST files loaded to Ringtail are now tagged in the “[Meta] Processing Exceptions” field with a 'NIST Item' value. NIST items are no longer flagged in “[Meta] NIST - Known File” field.

Ringtail 8.6.015

Batch print – new printing option

  • A new Batch Print printing option has been added: One document at a time, PDFs named to retain search result sort order. If this option is selected, one PDF will be created per document. The name of the PDF will reflect the Document ID, but will also have a four-digit prefix that maintains the order in which the documents appeared in the search results. If there are more than 9,999 documents selected for batch print, the padding of the PDF name prefix will increase to the appropriate number of digits. For example, a batch print request of 10,000 will have a five-digit prefix. All PDFs will then be compressed in a zip file.
  • The text of the other options has also been clarified.

Batch print
Batch print results

List pane

The following changes have been made in the List pane on the Documents page:

Display and follow links in memo fields

Existing links in memo fields now appear and can be accessed in the List. You cannot currently add or delete a link in the memo field in the List, but you can modify the link in Coding view in the View and Code pane.

Link in the memo field

Undo changes to editable fields

Users can now undo changes made to editable fields in the List.

Undo changes

Organizations fields – searching and reporting options

When enabled by an administrator, users can now search and create a report on email domains using the Organizations fields. The search results include documents coded with the people linked to the organization as well as documents coded directly to the organization.

Organizations search fields

Review Dashboard – link on Case Home page

Users who have access to the Review Dashboard can now access it directly from the Analysis section on the Case Home page.

Review dashboard link

Case Options – enable domain extraction for Organizations fields

A new option has been added on the Case Options page in the Cases and Servers section of Portal Administration. Selecting the Enable Domain Extraction check box will enable users in the case to search and create a report on email domains using the Organizations fields. This process extracts the email domains from the People fields and populates the corresponding Organizations fields.

Email extraction

People and Organizations – view email domains as organizations

When the Enable Domain Extraction option is enabled for a case, administrators can now browse email domains and the email addresses (people) associated with each domain on the People and Organizations page in the Case Setup section.

People and organizations page

Ingestions – exclude NIST files

The option to exclude NIST files in an Ingestions job now correctly excludes those files.

Excluding NIST files

Only standalone NIST files are suppressed if the option to exclude NIST files is selected. The Properties page of a completed Ingestions job will display the number of NIST files suppressed.

Ingestions - processed files

Any NIST files loaded into Ringtail, either because they are part of non-NIST families or the option to exclude NIST is not selected, will have the [Meta] NIST – Known File field set to ‘Yes.’

Ringtail 8.6.014

Processing – Indexing and enrichment job type updates

The Indexing and enrichment job type contains the following changes:

  • Indexing and enrichment jobs now automatically calculate page file sizes and find content files for documents that were excluded from indexing and that failed indexing. Previously, these items were optional.
  • The new option, “Scan entire case to sync files with case document records,” allows Ringtail to check all documents in the case for new content files and update page file sizes. If the option is not selected, Ringtail will search for only new content files and recalculate page file sizes for documents that have been identified by a user for content file find (via the Tools menu inside the case).
  • Improvements to the content file find process promote greater efficiency and stability.

Ringtail 8.6.013

Review Dashboard – family coding available for quick codes

On the Review Dashboard, you can now select the family coding in the Coding field list in addition to individual document coding. The default display is for individual document coding.

Family coding

Review Dashboard – only weekdays factor in averages and projections

Estimated completion and Average documents coded per reviewer are now calculated using document coding performed
on weekdays.

Imports – Estimated date and Source and attachment updates now optional

Administrators can now choose whether to update the Estimated date and Source and attachments (document
parent/child relationships) for flat file and Ringtail imports. Previously, this was not optional.

Ringtail 8.6.012

“What’s new in Ringtail” section on the Case and Portal Home page

A “What’s new in Ringtail” section is now available on the Portal and Case Home page. This section includes a link that takes users to the ftitechnology.com website, where they can view information about the latest new and updated features by release.

Note: This option is enabled and configured by an administrator for the portal or case.

What’s new in Ringtail section on the Case Home page in Ringtail

What’s new in Ringtail section on the Case Home page in Ringtail

What’s new in Ringtail section on the Portal Home page in Ringtail

What’s new in Ringtail section on the Portal Home page in Ringtail

Review Dashboard settings retained

In the Review Dashboard, Ringtail now retains the options the user selects in the “Document set” and “Coding field” lists.

Review dashboard stickiness

TIFF-on-the-Fly now available on Tools menu

The TIFF-on-the-Fly option is now available on the Tools menu. Previously, this option was available only on the coding extensions tab in the View and Code pane. Select documents in the List to enable this option.

TIFF-on-the-fly on the tools menu

Tools menu

TIFF-on-the-fly dialog box

TIFF-on-the-fly dialog box

Save search confirmation

If a user attempts to save an existing saved search by clicking the “Save search” option on the Search menu or the “Save search” button pinned to the Search toolbar, a confirmation dialog box appears and the user must click OK to confirm overwriting the existing saved search or Cancel to cancel the action.

Save search option on Search menu

Search menu

Save search confirmation

Save Search confirmation dialog box

Restyled buttons in List and View and Code panes

The following buttons on the Documents page have been restyled, as shown in the following figure.
- In the List pane: “List” and “Working list”
- In the View and Code pane: “View and code single document” and “Code multiple documents”

Previous buttons

Previous buttons

Restyled buttons

Restyled buttons

Ringtail 8.6.011

List pane search result filters

After a search, you can now filter the columns in the List pane to narrow the search results.

Text filter

Text filter

Date filter

Date filter

Boolean filter

Boolean filter

Numbers filter

Numbers filter

To return to the unfiltered results for the search, click Results for previous search (left arrow button).

Once you apply a filter, the criteria used for the filter becomes part of the search label, as shown in the following figure.

Search

You can then click the label to open an advanced search with these criteria in the search builder.

Advanced search

Ringtail 8.6.010

Review Dashboard - average number of documents coded per day

On the Review Dashboard, the “Documents coded” grid now shows the average number of documents coded by each reviewer per day as a rolling seven-day average. This column in the grid is sortable.

Review dashboard - averages

Review Dashboard - filter by team

On the Review Dashboard, users can now select a team from the Team list to filter the results by team. The default is “All teams.” The teams available for the user to select from depend on the teams’ security settings for Review Setup (on the Administration page in the Security section). Users with rights to administer teams can choose from any team. Users without rights to administer teams can choose from the teams of which they are members.

Review dashboard - teams list

OCR processing on Tools menu

The OCR processing tool, previously available only on the Extensions tab in the View and Code pane, is now available on the Tools menu on the Documents page. Select documents to enable this option on the Tools menu.

Note: An administrator must enable this feature for groups on the Features page in the Security section.

OCR processing
OCR dialog box

Search Term Families – redesigned and updated

Search Term Families has been redesigned to include the previous features, as well as some updates and new features.

Search term families main page

The Create Family, Delete Family, reporting functionality, and Update Family features are now available by using the Add, Delete, Report, and Run buttons, respectively.

Status names: The following processing status names have changed:

Status names
Filter menu

Search term families that have not been run since upgrading to Ringtail version 8.6 will have a status of Modified.

The following columns have been added to the Search Term Families page:

  • Document Count: Displays the total number of documents in the case that have hits for any term in the family.
    Note: For search term families that were run before the 8.6 upgrade and have not been run again since the upgrade, the number in the Document count column shown on the new Search Term Families page will be inaccurate. This column was not available on the previous Search Term Families page, and the data is now calculated using a different method. Workaround: Run the search term family after the upgrade to recalculate the count.
  • Document Count: Displays the total number of documents in the case that have hits for any term in the family.
  • Auto run: After an index updates in a case, search term families enabled to auto run will run automatically, which reduces administrator input. A check mark in the Auto run column indicates that auto run is enabled for the family. Auto run is enabled by selecting the Run automatically after indexing check box in the Add search term family dialog box.
    Note: The Auto run feature is a one-time setting that can be set only when adding a search term family (and that cannot be disabled).
Search term families - autorun
  • Progress: Displays the processing status as a percentage. A percentage will display only for families that are currently processing.
Search term families autorun percentage

Reports can now be run on individual search term families. Previously, only reports on all search term families could be run.

Ringtail 8.6.009

Inline editing in the List - memo fields

Inline editing for memo fields is now available in the List on the Documents page. Left-click on the field to edit the value.

Note: The field must be set to writable to be editable. Any field that is set to writable will be editable.

Inline editing - memo field
Edits to memo

End User Reporting: New Review Dashboard

The new Review Dashboard is available under Analysis to provide graphs demonstrating the progress of active review, supplying information based on quick code field and reviewer progress.

The Review Dashboard is visible to case administrators. On the Administration page in the Security section, administrators can enable the Review Dashboard function on the Analysis page for group leaders and members.

Note: In the following figure, group leaders and group members may not see all of the options shown in the navigation pane.

Ringtail 8.6.008

Inline editing in the List

Inline editing for Pick List fields is now available in the List on the Documents page. Left-click on the field to edit the value.

Note: The field must be set to writable to be editable. Any field that is set to writable will be editable.

Ingestions field to identify hidden content

For ingestions, if a document contains hidden content, the [Meta] Office Exceptions Summary field now includes the following item: Excel Print Area, which is available if this item is set to true.

Ringtail 8.6.007

Inline editing in the List

Inline editing for Yes/No (Boolean) fields is now available in the List on the Documents page. Left-click on the field to edit the value. (179620)

Note: The field must be set to writable to be editable. Any field that is set to writable will be editable.

Ringtail 8.6.006

Performance enhancements

Performance improvements have been made while navigating throughout the application, for example, from
the Case Home page to the Documents page, and particularly when using Internet Explorer. In some instances,
this improvement is significant, up to three times faster. See the following graph for an example of
improvements in navigating from the Case Home page to a workspace. In the graph, the x-axis is the build
number and the y-axis is the time, in seconds, for navigation.

Perfomance improvements

Document analysis tool

The Document analysis tool, previously available only on the Extensions tab in the View and Code pane, is now
available on the Tools menu on the Documents page. Select documents to enable this option on the Tools menu.

Document analysis on tools menu

Inline editing in the List

Inline editing for number fields is now available in the List on the Documents page. Left-click on the field to edit the value.

Note: The field must be set to writable to be editable. Any field that is set to writable will be editable.

Inline editing for user-created one-to-one date fields

Inline editing for user-created one-to-one date fields is now available in the List on the Documents page. Left-click on the field to edit the value.

Assignment ID search field

On the Search page, the Assignment Id - Not Cleared search field is now named Assignment ID - Remaining.

Assignment ID

Audio and video files play in Windows Media Player

To improve performance when using Internet Explorer, all audio and video files now automatically play in Windows
Media Player (if your administrator configured this feature for your environment).