Manage case options

Case administrators can use this value to limit the result set size in the Browse pane for Concepts and Selected Concepts. Limiting the result set size helps prevent concepts in the Browse pane from timing out. If a user opens a result set with more documents than the default, counts will not appear, and the application displays a message indicating to reduce the number of results to view the counts.

25,000

Browse pane

If your result set is greater than this value, the Browse pane displays ellipses instead of the item count. Note that increasing this value reduces the performance of the Browse feature and can cause time-outs and a heavy database load.

70,000

Documents > List

The maximum number of issues that can be added to a Code pane template. Use 0 to allow an unlimited number of issues to be added to the templates.

See also Issue pane issue limit in this table.

1,000

Documents > Code > Coding Template Administration

If enabled, automatically selects all new documents and performs concept analysis during indexing and enrichment. Also changes the appearance of the indexing and enrichment submission dialog by removing the ability to submit documents for concept analysis separately from indexing.

The application selects the option by default for new cases, but clears, or disables, the option for existing cases. Note that selecting this option can increase time for indexing and enrichment jobs.

Cleared for existing cases, selected for new cases

Map

If selected, administrators can browse the email domains and the email addresses of the people associated with each domain on the People and Organizations page in the Case Setup section, and search for documents by email domain using the Organization fields.

The process for extracting email domains from a People value to populate the Organization field populates at most one Organization value per People value. The rules are complex and documented in the Email domain extraction topic.

Selected

Coding

If selected, enables the audio transcription service for a case.

Note: This functionality is enabled through third-party API integration with IBM. For information about licensing and how to sign up for this service, see the following link: https://www.ibm.com/watson/services/speech-to-text.

Cleared

Audio

If selected, the Concept Cloud page on the Case Home page is available for any user with search concepts permissions, as set on the Security > Features page.

Cleared

Case Home

Enable logging for the case. This option is selected by default. You can manually clear this option to stop logging for the case.

Selected

Logging

If selected, this feature allows administrators to create mobile binders to use with the Mobile Binders feature.

Cleared

Binders

Enable PDF redaction functionality for this case. You must also select the Enable PDF annotations portal option. If enabled, users can:

Add redactions, highlights, and notes to PDFs, and print and export those PDFs.

Create productions of annotated PDF files.

Control the resolution of PDF page rendering.

Use page level granularity, which means users are able to work on individual pages of multi-page single file documents.

Important: Once you select Enable PDF annotations for a case, do not disable it.

Cleared

Productions, Pages View

The maximum number of subissues that can be expanded in the issue tree in the Code pane > Issues view. Use 0 to allow users to expand an unlimited number of subissues.

See also Coding template issue limit in this table.

1,000 issues

0 = unlimited

Documents > Code > Issues

If selected, documents that do not have content files or that are identified as non-searchable PDFs during ingestion are automatically submitted for optical character recognition (OCR) processing during indexing and enrichment. The OCR processing uses the default OCR settings.

Note: Documents are scanned for the English language only.

Cleared

Index

One-to-one field that contains the file extension detail of the file to be considered the native file for productions and in the document native view.

none

Productions, Native view

Size of the production placeholder font.

20

Productions

Determines printed letter size for placeholders. The application supports U.S. Letter and A4 values.

US Letter

Productions

Select to use “pre-fetching” of extracted HTML to accelerate document content viewing.

Cleared

Documents > View

When selected, allows group leaders to edit other users’ notes.

Selected

Documents > View

When viewing Outlook mail messages, embedded content can appear as encoded data. Select this option if you do not want to view this type of content.

True

Documents > View

The maximum number of documents in a results set that the application loads in the Timeline pane.

50,000 documents

Documents > View > Timeline

To improve performance when using Internet Explorer, all audio and video files now automatically play in Windows Media Player. To disable this feature for a case, clear the check box.

Selected

Documents > View > Image viewer

Allow users to make private notes. Notes can be made in PDF and image files. Only administrators can view private notes.

Selected

Documents > View > Image viewer

Enable your browser to cache documents with these extensions for viewing. To not cache any documents, set the value to NONE.

doc;xls;ppt;pps;rtf;docx;xlsx;pptx;mpa;odt;vsd

The size of the cached content to keep for each document. This content is loaded immediately when a user clicks to load a document. Any content beyond the set length will render as the user scrolls through the document.

60,000 bytes per documents

The number of days from when a document is loaded or last viewed that the application keeps the cached HTML rendering of the document. Cached HTML content increases performance when viewing documents. Values of 1,000 or higher keep the content cached indefinitely.

1,000 for new documents

180 for existing documents

Maximum number of documents in the cache.

3,000,000 documents

The maximum length of HTML to display when viewing document content. Any HTML beyond the set length does not appear when viewing documents. When the loaded content exceeds this size, the user sees a message asking them to download the document.

10,000,000 bytes per document

The number of documents to pre-load in Formatted content and Unformatted content view in the View pane.

2 documents

The default number of nodes to show on the Communication Network and Domain Network visualizations.

5

The maximum file size that renders when a document with hit highlighting opens in the View pane, in bytes. This is the size of the rendered formatted content, not the underlying native file. Sometimes the rendered content is much larger than the native file. If there are no hits to highlight, this limit does not apply. If the rendered content (including hit highlighting) exceeds this limit, a message indicates that the file cannot be opened.

10,485,760 bytes (10 MB)

Enable HTTP compression to provide faster transmission times between IIS and client browsers that can accept compressed files.

Selected

When selected, does not allow native files to cache. This feature prevents the native application from creating a temporary file, which may then be accessible to a non-authorized person. File types in the Cache types list appear as HTML rather than opening in their native application.

Selected

For exports, the file types excluded from text extraction.

tif,tiff,jpeg,bmp,png,gif,psd,psp,dwg

The export job batch size. For efficiency, all export jobs are split into multiple batches. This allows batches to be spread out among multiple workers. All files from a single document are processed in a batch together.

100

Controls the number of batches or tasks for standalone text extraction jobs or text extraction that is part of the predict process.

The application determines the text extraction job batch size using whichever is smaller in file size: the number of files specified in the Extract text job max batch file size portal option on the Portal Management > Settings > Portal Options page or the file size specified in this case option.

5,000

This value defines the batch size in pages for RPF-driven updates to the file_size field for pages of a document.

1,000 pages

The maximum file size that renders when a document opens in the View pane, in bytes. When a document exceeds the maximum file size, users can click a button to continue rendering the file. A message indicates that the file can take a while to load.

You cannot set this value greater than 21474836470.

3,145,278 bytes

The length of time before a document being converted into an image times out, in seconds.

600 seconds

The priority to assign to small imaging jobs: Low, High, or Immediate.

High

The maximum number of documents in an imaging job to give the job the small jobs default priority.

100 documents

The maximum size of each file type that should be included in an ingestion. Files over the designated size generate a warning when calculating the file size for a folder. You can still submit the files for processing.

The format for this setting is: extension, size in GB;

Note that each setting is separated by a semicolon.

Use an asterisk as the extension to define the maximum size for all extensions not specifically listed.

*,5;PST,6;RAR,3

The maximum size of files you can load using the Load search file tool, in KB.

4,096 KB (4 MB)

Default number of documents per page to display in the Map pane.

2,500 document

Maximum number of documents per page to display in the Map pane.

10,000 documents

Determines the number of documents placed in a batch to extract, score, or tokenize for training.

5,000

The maximum number of documents to process before recalculating the stopped concepts.

The next time an Indexing and enrichment job runs, the job updates the document counts for concepts to respect stopped concepts. This improves results for find similar searches. Going forward, when concepts are stopped, the counts are recalculated. For prevalent concepts, stopping a concept triggers a Concept analysis RPF job to recalculate the counts. The threshold for how prevalent a concept is to trigger a job is controlled by this option.

2,500

Batch size used for the analysis stage of Thread Analysis jobs.

10,000

Batch size used for the body text extraction stage of Thread Analysis jobs.

1,000

Determines if the application generates thumbnail images for documents in the List pane. Thumbnail images are generated during the indexing and enrichment job for the case. After enabling this option, the next indexing and enrichment job may run longer than normal as thumbnails are generated for all existing documents.

False

The timeline histogram default Date field. Defaults to 102, the Document Date field ID.

102

Select this option to enable the Google machine language translation service for the case.

Note: This functionality is enabled through third-party API integration with Google. For information about licensing and how to sign up for this service, see the following: https://cloud.google.com/translate/.

Note: A system administrator must configure the service on the Portal Management > Settings > Translation Services page first.

Tip: You can clone this case option for your organization.

Cleared

Select this option to enable the Microsoft machine language translation service for the case.

This functionality is enabled through third-party API integration with Microsoft. For information about licensing and how to sign up for this service, see the following: https://docs.microsoft.com/en-us/azure/cognitive-services/Translator/translator-text-how-to-signup.

Note: A system administrator must configure the service on the Portal Management > Settings > Translation Services page first.

Tip: You can clone this case option for your organization.

Cleared

Important: Although this case option is available, it is disabled by default. In most scenarios, we recommend leaving this case option disabled. Before enabling this option, carefully consider the following changes that will occur.

If the case option is enabled, the following applies the first time a hash job is run:

The Use Assigned Family Hash rules case option is no longer available to update.

For any documents that received a family hash value from a previous run through the hash process, the application removes any calculated family hash values,

As a result, the only documents with family hash are those for which a user provided the family hash using Import mapping. These values will remain and be used.

For all other documents, including those that had values removed, the hash process uses the individual hash value of the top-parent document in the family as the family hash for all documents in the family.

Cleared

This value is set to true if an analysis server has been set up for a case.

1 (True) if there is an analysis server for the case

The database command time-out allowed when adding documents to or removing documents from a workflow, or when rebuilding a phase.

1,200 seconds

Enables classifier output to be sent to Predict RPF task output. Used for debugging and troubleshooting.

False

Preserves classifier output files generated by Predict RPF tasks. Used for debugging to view outputs from predict.

False

Set to “True” to enable threading worker performance measurement output to be sent to Threading RPF task output.

False