Discovery Manager Workflow Exercise

Product Area

Workflow

Relevant Processes

Discovery Manager

Take data from project creation to export to review (~500 files)

1. Log into the Reveal 11 Platform.

2. Create a new project in processing and review.

3. Choose project settings from an existing template.

4. Load data through an S3 bucket (emails and loose files).

5. Run at least one (1) report.

6. Export all documents, excluding duplicates, to review.

7. Confirm data completes indexing and analytics.

8. Confirm data is visible in review.

9. If analytics runs successfully, the Emotional Intelligence and Entities information should be visible. If this process is not successful, the “Analytics not yet available” text will be displayed and the Emotional Intelligence / Entities filters on the folder pane will not be visible.

KB Articles

1. Getting Started with Reveal 11

2. How to Create a Processing Project

3. How to Create a Project

4. How to Administer and Use S3 Browser Pro with Reveal Processing

5. How to Generate a Processing Report

6. How to Process and Load Data from Reveal Processing

7. How to Index Data

8. Analytics Sync Process

9. Grid

10. Dashboard

Discovery Manager

Load data into an existing project and export to review (~500 docs)

1. Load a current project that is linked to review.

2. Load data through an S3 bucket (emails and loose files).

3. Run at least one (1) report.

4. Export all documents, excluding duplicates, to review.

5. Confirm data completes indexing and analytics.

6. Confirm data is visible in review and with full analytics by confirming the Dashboard, Grid, Clusters, and Heatmap tabs load successfully.

KB Articles

1. How to Link Processing and Review

2. How to Create a Processing Job

3. How to Generate a Processing Report

4. How to Process and Load Data from Reveal Processing

5. How to Index Data

6. Analytics Sync Process

7. Dashboard