Workflow: Create a Case Definition Template

Applies To: LOCAL DISCOVERY

In this article

Step 1: Create a Client for Templates

Step 2: Create a Case for Templates

Step 3: Define Template Options

Step 4: Export the Template

 

In the Case Management module, you can create Case Definition File templates. A Case Definition File template can be used to create future cases that share similar characteristics. After you create a case, LOCAL DISCOVERY allows you to define case options that can be exported as a load file. The load file you create is an .XML file with a file extension of .CSE. This file contains the case characteristics as selected by the user and will not contain any case data. (A case definition file can be created whether or not data has been added to the case.)

This topic contains high-level procedures to help you create a .CSE (Case Definition File) template in Case Management. The following illustration shows the basic process outline. The numbers correspond to the procedures in this topic. You can click on the numbered steps in the image to jump to a specific task in the workflow.

ClosedStep 1: Create a Client for Templates

The first step in creating a Case Definition File template involves creating a client for your case templates.

Important: You must be logged in as a Super Administrator to be able to add clients to the system.

To add a client to the LOCAL DISCOVERY Database:

  1. On the Dashboard, click the Case Management module.

  2. In the left navigation panel, click the Clients tab.

  3. Click the Add Client button above the Clients table. The Add Client dialog appears.

  4. Enter Templates or the desired template name as your Client ID.

    For more information about Client IDs and how to create them, see Overview: Clients.

  5. Click Save.

ClosedStep 2: Create a Case for Templates

The second step in creating a Case Definition File template is creating a case to store your case templates.

To add a case to the LOCAL DISCOVERY Database:

  1. On the Dashboard, click the Case Management module.

  2. In the navigation panel, click the Cases tab.

  3. Click the Create Case button above the case table.

  4. In the Case Info step, enter all information:

    • Client ID: Select the Templates client or the client name you created for templates.

    • Case Name: Enter Case Template or the desired template name. This name must be unique and cannot include certain special characters. The hyphen, underscore, and parentheses are among the characters allowed. Maximum length is 75 characters.

      Note: The following characters are not permitted in a case name: \ ? / : * " < > |

    • Case Database Directory: The location where Case Management will place database-specific files and other files required for the case template. A case-specific folder will be created for the case. The entry may be a mapped drive or UNC path, but it must be accessible by all users. (A UNC path can help ensure this.) The Case Database Directory can be one of the following:

      • The system directory identified when you first logged in. This is the default location.

      • Another directory defined to be the default data directory (see Configure System Level Options). This directory can optionally be set as the required directory (no override allowed during case creation).

      • A user-selected directory (if a required Case Database Directory is not defined).

  5. When finished, click Next to continue with the next step.

  6. Select Option 5: Use Native File Ingestion Template to proceed with the case template creation.

ClosedStep 3: Define Template Options

The third step in creating a Case Definition File template is defining the template options.

To define case template options:

  1. Select the options you would like to include in your Case Definition File template. The following options can be defined in this step:

    • User-defined database field definitions (field names, types, and options)

      NOTE: System fields are not included in .CSE files. If a .CSE file is used to create a new case, new system fields will be created automatically.

    • Control/pick list values

    • Tag palette (tag groups and tags)

    • Redaction palette

    • Stop words

    • Key words

    • Saved searches

    • Coding forms

    The following case characteristics are included in the .CSE file by default:

  • Tagging options (document/case level tagging)

  • Date format

  • History/tracking options

  • Import validation option

    NOTE: See Create a Case for detailed information about each option.

  1. Click Next to finish setting the template options.

  2. Once all of your settings are selected, review the information on the Summary page of the wizard and then click Create.

    The system processes the information you entered in the wizard and creates the case.

  3. After the case is created, the Confirmation page displays. Click Close to close the wizard.

ClosedStep 4: Export the Template

The last step in creating a Case Definition File template is exporting the file for future use.

To export a case definition file:

  1. On the Dashboard, click the Case Management module.

  2. In the navigation panel, click the Cases tab.

  3. Locate the case with the setting you would like to export. Double-click on the case to open the Edit Case wizard. The wizard opens to the Details tab.

  4. Click the Export Case Definition button.

  5. In the dialog box, select the items to export and click Save.

  6. In the next dialog box:

    1. Navigate to the location where you want to save the case definition file.

      Tip: IPRO recommends saving the .CSE file in the case NDS (Network Data Store) location for easy access.

    2. Enter a file name and click Save. The file extension is not required.

  7. The case definition file is saved to the specified location. When appropriate, use the exported case definition file to create a new case as explained in Overview: Create Cases and Create a Case.

    NOTE: The case used to create the CSE template can be used for Option 1 during case creation. For more information, see Step 2: Load a Case Definition, on Create a Case.

 

Related Topics

Create a Case

Overview: Edit Cases

Edit Case Details and Perform Basic Case Actions