Reveal Help Center

Reveal Review Manager - Overview

Reveal Review Manager is used to administer your instance of Reveal. From here you create databases, manage users, load large amounts of data, set analytics options and do any other number of functions associated with the administration of the program. Reveal Review Manager requires VPN access to a remote desktop, access that will be provided to top-level administrators by Reveal Support strictly as required.

Once you have the lay of the land, see Getting Started: Project Setup for a basic idea of project setup workflow in Reveal Review Manager.

Reveal Review Manager Control Panels

There are several panes within the Options panel that allow you to navigate throughout Reveal Review Manager to execute various tasks for configuring, populating and maintaining Reveal databases. More detailed information on these panes is available by clicking the heading link for each. These panes appear on the left-hand side of the screen and are:

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  • Instance Setup configures core ownership and partitioning information for Reveal:

    • Companies, Clients and Projects (in parallel with the Company Admin area in Reveal Review), along with

    • Password Policies and Logo information.

  • Project Setup is used to create and manage

    • Users, and specify project elements such as

    • Templates,

    • Fields,

    • Import Mappings,

    • Text Sets, and

    • Lists.

  • Import is used to load and update

    • Documents,

    • Tags,

    • Images, and

    • Alerts.

  • Create facilitates searching, classifying and enhancing loaded document data under the categories of

    • Indexes,

    • Images,

    • Email Threads,

    • Named Entities,

    • Clusters/Near Dups,

    • Document Folders, and

    • Color Detection.

  • Reports creates output on

    • Near Duplicates,

    • Users Logged In, and

    • User Actions.

  • Advanced Options is used to

    • edit System Settings,

    • view Consolidated Scripts,

    • Email Users in the Reveal system,

    • review Project Versions,

    • run a Query, or

    • Refresh Document Records.

Reveal Review Manager Navigation

As you work in Reveal Review Manager, when you click on the Options panel links to perform tasks, each link opens a menu beneath it in the Options panel. Each menu item selected opens a tab in the main window, or work area, which allows you to navigate back and forth between the various common tasks.

Once open, the tab will remain open unless you close it by clicking on the x in the upper right corner of the tab window, or exit the system.

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Instance Setup

Instance Setup contains the top level management functions for the Reveal Review installation.

  • Companies - Ownership of instance resources including Clients, Users and Projects. There may be more than one Company per Reveal Review instance.

  • Clients - Entity to be invoiced for a Project or Projects.

  • Projects - Case Document Review databases, files and supporting materials accessible to defined Company Users and invoiced to a defined Client.

  • Password Policies - Sets standards for password lockout, forced change, reuse and minimum length for all Reveal Users in the instance; also selects whether new projects show Two Factor Authentication selected as a default.

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  • Logos - This is a listing of all Company Logos uploaded to the instance.

Project Setup
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Project Setup is where the structure of a project is configured and the initial Users added and assigned.

  • Users - This controls individual accounts with login, project and role group information. User accounts are eligible for assignment to teams, profiles, folders and other permissions in each project. Users may be created here as well; this is the only location where Users may be created. See Managing Users for more details also about adding Users when creating a project, and Working with Users in the web Company Admin section.

  • Templates - In adding a new project the administrator has the option of retrieving various categories of Templates containing saved configurations in the categories of:

    • User Info

    • Fields

    • Work Folders

    • Searches

    • Lists

    • Tags

    • Redactions

    • Wordlists

    • Team Documents

  • Fields - Fields starting with a default view may be added, edited and deleted here.

  • Import Mappings - This is where the administrator specifies and saves the mapping of fields in a document set's load file to matching fields in the project database. Concordance DAT format is the default, but other delimited text formats such as CSV may be used or defined. See **Import Mappings** for details.

  • Text Sets - Different categories of text are defined here. There are four defaults, each with settings maximum electronic document file size to index and the ability to customize a Common Words List; generally only the first three would be included in a Document Load selection:

    • Native / HTML

    • Extracted

    • OCR / Loaded

    • Transcription

    • Translated - added as used

    • Manual OCR - added as used

  • Lists - Lists to be used in the project are defined here. These may be part of field picklists, search terms, or wordlist entries. Values may be added manually here, or ingested from a text file or values found in a specified field; the latter is particularly useful in creating an interactive picklist for an updatable field.

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Import

Import is used to load and update Documents, Tags, Images and Alerts. The majority of importing to Reveal will be documents produced or discovered. Opposing productions may still lean heavily on images and OCR, but most discovery today is electronic. Tags may sometimes be ported from an early case assessment or other review system to facilitate review. Alerts may be ingested for conditions of documents under review, such as cautioning for the existence of hidden rows and columns in spreadsheets.

  • Documents -- Once Field Mapping for a load is complete Documents may be loaded. This is the primary method for populating a project. An Import Documents process must be run for each delimited text load file, selecting the Import Data action here.

    • Once all Document imports are complete, go to Create Indexes to render them searchable.

    • Any overlays required to add further metadata or custom values are loaded here as well, selecting Update Data; see Updating - Overlays.

  • Tags -- Tags generated in other ediscovery or analytic systems may be loaded to Reveal as well if output to a carefully formatted load file. This can facilitate review by carrying forward previous evaluations and work product.

  • Images -- Images with load files are imported here. These images may have associated OCR text imported under the Documents load file, or the Project Manager / Administrator may choose to OCR images within Reveal. Reveal will import standard TIFF and JPG/JPEG image formats.

  • Alerts -- Information concerning attributes of specific documents, such as hidden information, may be prepared and uploaded here. Create alerts to add information to the ALERT_DETAIL field and turn the alert feature on\off at a document level using the ALERT yes\no field. This can also be done by loading data into those fields at loading time.

Create

The Create pane is where project components may be generated from imported documents and metadata.

  • Indexes -- Indexes render imported documents searchable while extracting and formatting native document text for rendering in the Native / HTML viewer in the Document Review screen. Indexes are generated for each set of documents and each text set imported, and must be re-run if documents are removed from the Project, for example under a clawback order.

  • Images -- Create Images, also sometimes referred to as Bulk Imaging, generates color or black and white page image files from native documents in the Project by referencing the contents of Work Folders or a List of BEGDOC numbers.

  • Email Threads -- Email messages, replies and forwards are defined as conversation threads. Building Email Threads (which may be run during the Importing Documents process) requires some or all of the following email metadata fields to be present, the more present the more accurate the result:

    • SENT_DATE,

    • MESSAGE_ID,

    • SENT_TIME,

    • THREAD_IN_REPLY_TO,

    • THREAD_REFERENCES,

    • SUBJECT_OTHER.

  • Named Entities -- Entities are email domains, email addresses and document authors defined by document metadata for efficient identification and collection.

  • Clusters/Near-Dups -- Reveal can discover documents related by a percentage of shared content and other measures.

  • Document Folders -- Document folders are logical groupings of imported sets that may be organized by a structure defined in a metadata field such as RELATIVE_PATH in the load file.

  • Color Detection -- Reveal normally scans documents for the presence of color during indexing, and based on this detection classifies whether any color will affect recognition of text (the luminance cutoff, which defaults to 0.40). These values are stored and written to special metadata fields in each record. The color detection states are:

    • None/Null - color detection not yet run or indeterminate.

    • BlackWhite - only black and white elements detected.

    • BlackWhiteSafe - color elements detected but can be rendered in black and white without sacrificing document information.

    • Color - must be rendered in color.

      Note

      An appropriate image format is defined for each by Reveal. The Color Detection utility in Reveal Review Manager is where Reveal can bulk scan a project's selected Import file jobs to detect and render settings for image formatting.

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Reports

Three prepared administrative reports are available here.

  • Near Duplicates

In processing Near Duplicates and Clusters under the Create pane there is an option under Advanced Settings to Generate Pivot Groups. Near Duplicates reveal documents and document clusters that are at least 80% identical (the default setting in processing), which can indicate similar documents for relational coding purposes and drafts of particular documents that could demonstrate evolving intention. Near Duplicate Reports can help to quickly identify these documents and clusters.

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There are two Near Duplicates reports available under the Reports pane:

  • Pivot Export - This report references by default a group ITEMID as its near duplicate ID (NDID), the BEGDOC number of the "pivot" or primary instance document, the BEGDOC DOCID of the near duplicate, the degree of similarity, and a flag for whether the document is a near duplicate pivot. These values are exported to a comma-separated value (CSV) file for further analysis.

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  • Relational Export - The Relational Export sets out (as BEGDOG numbers by default) the primary document, all near duplicate documents, and the near duplicate similarity rating of each near duplicate document in a comma-separated value file.

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  • Users Logged In

    This report lists all users currently logged in for all cases or for a selected case. This is extremely useful when preparing for a maintenance cycle on a database or a release upgrade. It also shows where users may have simply close their browsers and left their Reveal Review sessions open (see report sample below).

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  • User Actions

    This audit report documents all activity in Reveal Review Manager for the number of days requested. It may be filtered by Description, Details (to the extent any are reported), User Id or Performed_Date.

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Advanced Options
  • Consolidated Scripts

    The TSQL Case_Database_Consolidated_Scripts.sql file listed here is a library of SQL database queries and utility scripts. It is very strongly recommended that the scripts contained here not be executed or changed without first consulting Reveal support.

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  • Email Users

    This utility facilitates posting messages to all enabled users assigned to selected or all projects. A checkbox above the project selection list suppresses sending of duplicate emails to users assigned to more than one selected project. The Sender's email address is a default entered in System Settings.

    Enter the Subject and Body of the Email; formatting is available for the Body text.

    You may also Add an attachment to the message; at this time only Microsoft Office or image files may be attached.

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  • Project Versions

    All or selected projects can be polled here to report the Reveal version of the database.

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  • Query

    Direct TSQL querying of a selected project or projects is available here. It is highly recommended that scripts not be run against Reveal project databases without first consulting Reveal support to generate or review the proposed requirements and script.

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  • Refresh Document Records

    This utility rebuilds family relationships and email threads for a selected project and load file(s). See Refresh Document Records for details.

  • System Settings

    Almost every aspect of fine-tuned system configuration is done here. The System Settings table is set out in categories to assist in locating the item to be examined and adjusted. It is very strongly recommended that no settings be changed without first consulting Reveal support.

    This is a sample view of the System Settings table under the Review Tool category:

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    The display, and each setting in the display, may be filtered or set by case (that is, project). The table columns are:

    • Setting - The label for the item configured.

    • Value - The designated or default value for the setting.

    • Case - The project to which the current setting applies; defaults to -Any- in All Cases view.

    • Server - The server or instance to which the current setting applies; defaults to -Any-.

    • Comments - A brief description of the setting.

    There are controls to Edit, Add New, Delete or Copy All Settings for a Case. To emphasize again, any updates of this table should ONLY be done in consultation with Reveal support.

    To view a current setting it is often useful to filter a column. To do so, click on the filter icon to choose the operator (default is Contains) and enter the filter value in the column heading. Here, for example, I have filtered the Value column to locate the default Sender email address for Email Users above:

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