Introduction to Exolution Viewer

The following details each of the menus in details:

Admin Options Menu

This menu and all the submenu items are available to the administrators by default. The administrators can grant or remove permissions on all the options other than Edit Redaction Types and Reviewer Permissions. Those two options are strictly available to administrators only.

PII & Keyword Explorer: This is the counterpart of the PII Explorer in the Relativity UI. The only difference is this allows a user to create new types of PII or Keywords (including Regular Expressions), perform a global search, and add PII entries to documents. The user can open the document in the Exolution Viewer by double-clicking on any document from the list.

Term Group Explorer: The user can create a group of terms with multiple terms in it. Exolution identifies each sheet with any of the terms present and displays the sheet with unique matching terms count. The users can open the document in the Exolution Viewer by double-clicking on any document from the list.

Visually Similar Sheet Explorer: It creates groups of sheets based on the look and feel. The data may be the same or different across the sheets in a group, but the look and feel are similar. It also facilitates applying redactions on all sheets in a group in a certain area.
Thread Explorer: Exolution supports Excel file threading, which is like the email threading. This is when the Excel file is fully contained within another Excel file and is listed underneath of the larger Excel files.
Cluster Explorer: Excel file clustering is based on similar sheets. If two or more documents have at least one sheet that is a duplicate across them then they are placed in a cluster. Then all the other Excel files that have at least one duplicate sheet with any of the Excel files in the cluster are also added to the cluster. The process continues until there are no more files left out of the cluster with duplicate sheets with the files in the cluster.
Duplicate Sheet Explorer: It create groups of the duplicate sheets in the document set and allows the user to redact the duplicate sheets through this list.
Sheet List Explorer: The users can create lists of the sheets to make the document review more efficient. The Sheet List Explorer facilitates creating the list of the sheets and browsing them.
Hidden Content Explorer: This form lists all the documents which have original sheets hidden and password protected. It also lists all the documents which have data hidden by making the font color and the background color the same. The users can open the document in the Exolution Viewer by double-clicking on any document from the list.

Pseudonym Explorer: It facilitates redacting each value with a specific redaction label to retain the entity relationships while redacting the values. For Example, redact all instances of Joe@somedomain.com with the label Email00001 and redact all instances of micheal@thesamedomain.com with the label Email00001. It requires a list prepared for each value.
The users are required to avoid conflicts by creating a list of unique values to be searched. A basic conflict check is built into the process, but it is not enough to avoid all the possible scenarios. If a search term is associated with two pseudonyms or a pseudonym is used for two different search terms, or a search term-pseudonym pair is listed more than once then the process could produce unexpected results.
The list of the values to be redacted should be prepared in an Excel workbook. The following is the format of the list. The first row is the column labels.

Original Name	Pseudonym
diana.allen@enron.com	Person0001
harry.arora@enron.com	Person0002
debra.bailey@enron.com	Person0003
jbakondy@enron.com	Person0004
Russell.Ballato@enron.com	Person0005

Below is the process.

1. Import Pseudonym list. If you have already imported it previously then click the Load button
   
   
2. Preview and import the values. The import button is disabled until the Preview button is clicked. Once the import is done, click Pseudonymize menu to run pseudonymization. The values already redacted will be excluded from the pseudonymization process
3. The redacted values will look like normal redactions. Check redacted preview to confirm they are pseudonyms.

Edit Redaction Types: This form allows the administrators to associate a color with redaction type, by providing a redaction type label. Once the color is associated with a redaction type, it immediately becomes available in the Redaction Type dropdown list.
Reviewer Permissions: This form allows to set the permissions of non-administrator users. Only the administrators have permission on this menu. It is not visible when a user with non-administrative privileges uses Exolution.
The Reviewer permission form also facilitates to create a Field List which displays on the top of the Explorer panel at the right side. The Field List displays the Relativity fields selected on the Reviewer Permission form. The following are the steps to create Field List.

1. Click on Admin Options -> Reviewer Permissions. It will open Settings window. Click on Select Fields for Reviewers
   
2. Click on Select Fields for Reviewers button to open the Field Selection window. Select Relativity fields and click on the Update button. Use the red-arrow pointed filter button to filter the field list.
3. The Field List displays at the top of the document panel as displayed below. The Save Fields button is disabled until at least one field value is changed.
   
   
   

Edit Relativity fields

1. To edit the field value, click on the Value column of the field. This opens the Edit Field dialog. Select field value and click OK button.
   
   
   
2. The field value changes in the field list, but it is not yet saved to Relativity. To save it, click on Save Fields button.
   

Viewer Options Menu

The Viewer Options menu is a bundle of special features and its submenu items are explained below. The first 4 menu items Hide Empty Rows/Columns, Convert to B&W, Show All Comments, and Apply AutoFilter are persistent across the review session. E.g. if the option is checked then it will automatically apply to the next documents opened in Exolution until the Exolution viewer is closed.

Hide Empty Rows/Columns: If this option is checked, then the Exolution Viewer hides all consecutive empty rows and columns except for one. E.g. if there are 20 empty rows in sequence, Exolution will hide 19 of them and will keep one visible. This is very useful to bring remote data in front of the reviewer’s eyes. The calculations of the empty rows/columns include the presence of data or comment on all the rows and columns, as well as the presence of objects like charts, pictures, textboxes, etc. If any of those objects are present in a sheet, then any rows and columns that have it overlapped are not considered empty.

Display in B&W: If this is checked then Exolution displays all of the cells in the document with black font color and white background color. It doesn’t impact shapes like a comment, textbox, picture, etc. The redactions retain their color. This is one of the ways to determine whether the background color of certain cells is an original highlight or a redaction.

This feature is very useful in the following two situations:

• Content is made hidden by making font and background color same, e.g. white on white, green on green etc. Black & White makes all the content visible.
• The sheet contains background colors or highlighted text which make the sheet difficult to review or hard to differentiate between redactions and colors within the sheet.

Show All Comments: Displays all the comments in all the sheets in the document.
Apply AutoFilter: Apply AutoFilter to all the columns of all the sheets of the documents. The AutoFilter is applied on the first row of the selection. Meaning, the user can select a row where the header of the content starts. To create a filter on the first row, select any cell in the first row on the sheet prior to applying the AutoFilter.
Shortcut List: Exolution has a shortcut for most of the menu items. Click on this menu item to see all the available shortcuts.

Browse Documents Menu

This menu provides options to browse a certain set of documents.

Unique Documents: Displays unique documents in the current browsing set. For the duplicate documents, the document with the smallest Doc ID is selected
All Documents: Displays all the documents in the current browsing set.
Document Batch: Opens the form Document Sets which displays all the document batches. The document batches can be created from the Global Search panel based on the search results. The Document Sets form provides an option to browse either all the documents in a batch or the unique documents only.
Sheet List: Opens a form providing option to select a Sheet List. The Sheet Lists can be created from the Global Search panel based on the search results.
Relativity Search: Facilitates to browse document using a Relativity Saved Search.
Refresh List: Refreshes the set currently being browsed.

Global Search

Exolution has a very fast global search that pinpoints the exact location of the responsive values within the documents. The location-aware search returns which cell, comment, textbox, sheet-name, or header/footer items have the responsive values. It supports a combination of keywords, a list of values, and Regular Expressions.
The global search runs across the entire collection of the document. Any documents successfully added to Exolution are searchable in the global search.
The global search supports basic search and advanced search. The basic search runs a simple search of the keyword on the document collection. The advanced search is collapsed when the Global Search is launched the first time in the session. The user can expand the advanced search by clicking on the Advanced Search panel.
The global search runs at the value-level, not at the document level. That means if the phrase is split into two parts and stored in two adjacent cells the global search won’t return it as a response when the phrase is searched. The following is an example of it. The values “123 Main Street,” “London” and “VA” are stored in the separate cells. If a user runs a search on “123 Main Street, London, VA” then the global search will not return these values as responsive.

The following are the components of the global search:

1. Search Type: The type of search to be run. More information is provided below this list
2. Search Term: The term to be searched. It can be a keyword, a Regular Expression, or a list of values
3. Search Button: The button to run the search
4. Clear Button: Clear search results
5. Auto Open: If checked, automatically opens the documents when the selection is changed
6. Responsive document list: List of responsive documents with hit(s) count
7. Pagination control: A control to browse the pages of responsive values in the responsive value list
8. Responsive value list: List of the responsive values in the document selected in the Responsive document list
9. Show Snippet: If checked, the Search Snippet table displays a snippet of the responsive value
10. Search Snippet: Displays responsive term with the yellow highlight, and a few values around it

Search Type: Has 4 options: Basic Search, Exact Match, Regular Expression, and Value Collection. The following describes them:

1. Basic Search: It is a basic keyword search, like enron, power, etc. The search is not case-sensitive, that means Enron and enron are the same. The basic search looks for full words only, unless a wild-card is used. That means, the search for power returns the phrases that contain power, but not powerful or powerless. If a phrase contains both, power and powerful then Exolution considers the first term as responsive and includes it in the result. Also, the values like username@power.com are considered responsive to the search for power because the characters @ and period (“.”) are the word boundaries.
   
   The Basic search supports wildcard characters. The following is the list of supported wildcards.
   
   • Asterisk (*): Used to specify any number of characters that may be present. A search of the term power* returns the phrases with the words power, powerful, powerless etc.
   • Question mark (?): Used to specify one character that may be present. E.g. A Search of substation? returns the phrases with the words substation, substations etc.

   Exolution also supports Boolean queries with the conditions AND, OR, and NOT. The Boolean conditions must be typed in capital, otherwise, Exolution considers them as a part of the search term words. E.g. the response of the query enron AND power have items containing both, enron and power, but the search of enron and power returns the items with enron, and, & power because “and” is lower-case and considered as a part of the search term.
   
   The OR condition finds the values containing either of the terms. E.g. enron OR power returns any values that contain enron or power or both.
   
   The NOT condition returns the values that are responsive to the term before NOT, but doesn’t contain the values after NOT. E.g. a search of enron NOT power returns the values containing enron but not power.
   
   Phrase Search: Phrase search allows the search of words in exact order. It is indicated by double-quoting the search term. E.g. “enron power” returns all the matches that have the words enron and power without any other information between those words. If enron power is not double-quoted then it is not a phrase search and it returns all the values that contain both the words in any order and any other words between them, e.g. enron purchased power from California, enron stopped power, etc.
   
   Fuzzy Search: Exolution global search supports fuzzy search, the terms that are similar to, but not exactly like the search term. The fuzzy operator is ~. Adding the operator to the end of the search term runs a fuzzy search. E.g. the search for enron~ returns values like enrn, enrno, ernon, etc.
   The default edit distance is 2, but it can be specified to other value using this syntax: enron~1. This searches all the values with fuzziness 1.
   
   Proximity Search: The proximity search allows the search two terms within certain word distance. The proximity has to be indicated by using phrase search with ~ operator and the word distance. E.g. the search of “enron power”~2 returns the matches up to 2-word distance. E.g. enron power is launched, enron has power, enron south america power, etc.

   
   Note: Basic search is not case-sensitive.

2. Exact Match: This option returns all the values that have all the words from the search present in the same order. E.g. A search of enron power returns the values like enron power, enron-power, enron.power etc., but not the values like we use enron power, enron power is expensive etc. because they contain extra material. This search is not case-sensitive.

3. Regular Expression: Exolution supports Regular Expression searches. Some characters are reserved characters because they are used to define the patterns, so they are required to be escaped with a leading backslash when used as a part of the search term. The following are the reserved characters, all the characters other than < and > can be used as a part of the search.
   
   Reserved characters:  .   ?   +   *   |   {    }  [   ]   (   )   "   \
   
   For an example, to search for (1+1)=2, you would need to write your query as \(1\+1\)\=2
   
   Additionally, any characters (except double quotes) are interpreted literally when surrounded by double quotes: “John@enron.com”
   
   Shorthand Character Classes like \d, \w, \s are not supported
   
   \d (all digits) instead [0-9]
   \w (word character) instead [A-Za-z0-9_]
   \s (whitespace character) instead [ ]
   
   Anchoring (^ $)
   All Regex patterns are always anchored. Anchor using ^ to indicate the beginning or $ to indicate the end is not required (not supported).
4. Value Collection: This option allows to search multiple terms at once. The following are the options:
   
   
   1. Value List: It allows the users to enter a list of values. Each line in the list is considered as a separate value. Exolution automatically ignores the empty lines and removes duplicates from the list. The user can select a set of values from the current document and paste in the search list.
   2. From File: It allows the user to select a file and read all lines as a separate search term. Just like the option above, this option also discards the empty lines and removes duplicates from the list.
   3. Saved Values: This option facilitates the users to select a list of values stored in the database and run a search on it. Each value in the list is considered a search term.
   4. Selected Cells – Same Location: This option allows the search sheets with the same header. The header could be a column or row header and it doesn’t have to be on the first column or row. Unlike the other search options, this option returns a list of the sheets. Show Snippet option is not available for this search option.

Add To Sheet List: A list of sheets. When a user wants to review certain sheets based on the search results. The user can create sheet lists and add sheets to them. A Sheet List can be browsed from the Browse Document menu.

Add To Review Set: Review Set is a set of documents, that a user can browse from the Browse Documents menu. The user can create a Review Set and add documents to it to make the review easier.

Export Result: Exports the list of the documents with the responsive values.

Redact All: Redacts all the responsive values. The entire responsive cell, comment, textbox, sheet names, and header/footer are redacted. Partial redaction of the responsive values is not supported. Also, the Redact All option is not available when Selected Cells – Same Location is used.