Get Started with Eclipse SE by Ipro

The following table shows the prerequisites that must be in place before you start.

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After the system is properly configured, the first step in the process of using Eclipse SE is the creation of a case. After a case is created, you can import documents and transcripts, review them, and create productions.

To create a case, follow the steps below:

1. In Eclipse SE Administration, click the Case Management tab.

2. In the navigation panel, expand the Client/Case Management menu and click one of the following work tasks:

   • Create Case (New)
   • Create Case (from Existing)
   • Migrate Case from Concordance
   • Migrate Case from Summation
   • Batch Migrate Case from Summation

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

   • Client ID: Select the client whose case is being defined. If the client is not listed, add it as explained in Add a Client then return to creating cases.

   • Case Name: Enter a name for the case. 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: \ ? / : * " < > |

   • Matter Number: This entry is optional. If needed, enter a case matter number of up to 100 characters.

   • Data Directory: The location where Eclipse SE will place database-specific files and other files required for the case. A case-specific folder will be created for each 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 data 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 data directory is not defined).

4. When finished, proceed through the Case Creation tabs and, when finished click Create.

For a step-by-step guide to adding a case in the Case Management module, see Create a Case.

The easiest way to add documents is via a load file.

1. Double-click on the Eclipse SE Administration icon to open Eclipse SE Administration.

2. In the navigation panel, expand the Import/Export menu and click the Import Data work task.

3. Beginning with the first tab (Step 1) of the Import Data workspace, review and make a note of the information you will need for each step.

4. Complete each of the tabs, when you are finished, click Submit.

For a step-by-step guide to importing case data, see Import Case Data.

Once your case has been created and loaded with data, you may find that not all of the necessary case documents were contained in the load files that you used. There are several options for going about importing these documents depending on whether you need to import native files, images, or physical documents.

1. Double-click on the Eclipse SE Administration icon to open Eclipse SE Administration.

2. Click the Processing tab.

   

3. Proceed with one or more of the following actions depending on what type of data that needs to be imported:
   • Ingest Native Files
     1. In the left navigation panel, click the Native Ingestion option.
     2. When the Native Ingestion module opens select the Client ID and Case.
     3. Go through the following steps in the workspace as necessary:
     4. Click the Start button.
     5. Once all of the native files have been ingested into the case, close out of the Native Ingestion module.

     For more detailed information on this procedure, see Ingest Native Files.

   • Ingest Images
     1. In the left navigation panel, click the Image Ingestion option.
     2. Select the Client ID and Case then click the Start button.
     3. Go through the following steps in the workspace as necessary.
     4. Click the Start button.

     For more detailed information on this procedure, see Ingest Image Files.

   • Scan Physical Documents
     1. Double-click on the Eclipse SE Desktop icon.
     2. Select a client and case

     3. Click the Eclipse SE button and select Scan Documents > Start New Scan.

        

     4. Scan the documents.
     5. Quality check the documents.
     6. Complete the scanning session.

     For more detailed information on this procedure, see Scan a New Document into a Case.

     You can also import transcripts. For more information, seeOverview: Transcripts.

If all of the necessary files have been imported and you would like to create OCR or image files for multiple documents, then you do so from the Processing tab in Eclipse SE Administration.

1. If you have not already done so, double-click the Eclipse SE Administration icon.

2. Click the Processing tab.

   

3. Proceed with one or more of the following actions, depending on what your case needs:
   • OCR Multiple Documents
     1. In the left navigation panel, click the OCR option.
     2. Select the appropriate Client ID and Case.
     3. In the OCR Images workspace, select the OCR import options such as which documents to process, how to handle page rotation, and language options.
     4. Once all of the appropriate fields have been filled and selected, click the Start button.

     For more detailed information on this procedure, see Create OCR for Multiple Documents (Bulk OCR).

   • Create Document Images
     1. In the left navigation panel, click the TIFF option.
     2. Select the appropriate Client ID and Case.
     3. Select the document range to be processed, and set the file types you would like to include/exclude.
     4. Once all of the appropriate fields have been filled and selected, click the Start button.

     For more detailed information on this procedure, see Create Multiple Document Images (Bulk TIFF).

   For more information on processing files, see Overview: Processing Files and Workflow: Process and Produce Documents.

After a case has been created and documents have been added to a case, text has been OCR'd and images have been created, you are ready to begin the review process.

Note: Administrators may choose to create review passes and batches to further control the review process. For more information, see Create a Review Pass and Batches.

1. Double-click on the Eclipse SE Desktop icon.

2. Select the review pass and batch you would like to review.

3. Review the documents assigned to you.

4. Once all batches have been appropriately reviewed, close Eclipse SE Desktop.

For more information on reviewing documents, see Workflow: Review a Case. You can also review transcripts, for more information, see Review a Transcript.

Once all of the documents that will be produced have been reviewed as needed, you are ready to produce your documents.

1. Double-click on the Eclipse SE Administration icon.

2. In the top panel, click the Production tab.
3. Go through each of the following procedures:
   1. Create Production: start by selecting the case and relevant documents you would like to produce, either from advanced search or from a document range.
   2. Output Options: once the document set is specified, define output options such as output type, naming, load file options, etc.
   3. Image Options: if you selected Image or PDF as your output type, you can set options such as image type, page scaling, and margins.
   4. Endorsement Options: this section allows you to set various types of endorsements, such as image keys, date fields, or a custom message.
   5. Print Options: if you selected Print as your output type, you can set printing options for your produced files.
   6. Summary: this tab shows a summary of all of the production settings that have been defined for your case.
   7. Production: once you have confirmed all of your production settings are correct, this page allows you to either start the production immediately, or set a delayed start time. You can also set production numbering options before starting the production.
4. Check the output directory and error log locations to ensure that all files were produced.
5. Close Eclipse SE Administration when you are finished.

For more detailed information on this procedure, see Workflow: Create a New Production Job

Related Topics

Eclipse SE Administration

Eclipse SE Desktop