How to use the Source Locator Modifier Feature in the Clearwell eDiscovery Platform

Article:HOWTO77638  |  Created: 2012-08-20  |  Updated: 2014-07-21  |  Article URL http://www.symantec.com/docs/HOWTO77638
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The steps below will explain how to use the "Source Locator Modifier" support feature.

Step 1:  Verify

  • Go to page "System > Support Features".

    Note: You will need a Clearwell user account with admin privileges in order to see the "System" menu.

  • Select "Source Locator Modifier".

  • Use the "Within Case" dropdown to select the Case.

  • For "OPERATION" select "Verify".

  • For "SOURCE" specify the source path string to be identified and replaced.

  • For "DESTINATION" specify the new source path string.

  • Optionally select "Save output to file as TXT".

  • Click the "Submit" button.

    This will not update anything. It will simply display the database tables that Clearwell will need to update and the number of updates that will be made (Figure 1).
     

    Figure 1.

 

Step 2:  Execution

Note: This operation will update the Clearwell databases for this case. It is therefore recommended that a Case backup be created before performing this operation, and that no users are accessing the Case while the operation is being performed.

IMPORTANT: Do not perform this operation if the source files have been discovered by Clearwell, but not yet processed (indexed) into Clearwell. If this operation is performed after discovery, but before processing, then there is a known limitation that will cause the processing of any loose files to fail with an "invalid directory" error displayed in the "Processing > Sources & Pre-Processing > Manage Sources" page.

  • Use the "Within Case" dropdown to select the Case.

  • For "OPERATION" select "Execute".

  • For "SOURCE" specify the source path string to be identified and replaced.

  • For "DESTINATION" specify the new source path string.

  • Optionally select "Save output to file as TXT".

  • Click the "Submit" button.

    This will update the Clearwell databases for this Case (Figure 2).

    Figure 2.


    Note: The submit button will turn a grey color as the update is being performed. For a large case (1+ million documents) this could up to take an hour or two. It is therefore recommended that this operation be performed outside of normal working hours. While this update is being performed, use of the other support features will not be possible.

    A log of when any support feature is used, including the "Source Locator Modifier" support feature, can be found in file D:\CW\VXXX\scratch\support\esadb\audit.txt.

     

[OPTIONAL] Step 3:  Change the "Extracted Files" and "Converted Files" locations

The user may also want to change the "Extracted email files to:" and "Place converted files in:" locations for the Case. The current locations being used by the Case, can be found under the "Configure processing parameters and features" section of page "Processing > Settings" for the Case (Figure 3).

Figure 3.


By default, these locations cannot be changed once processing has been performed on the Case. It is possible however, and safe, to change these values using the "Property Browser" support feature and Case-level properties and esa.case.extractedFilesDir and esa.case.convertedFilesDir  (Figure 4 and Figure 5).

Figure 4.


Figure 5.


Note: If the user wants to change these locations for all Cases then simply change the values on page "System > Locations" instead. These are the default locations that all Cases will use; unless the user has overridden these locations using Case-level property values for properties esa.case.convertedFilesDir and esa.case.extractedFilesDir




Article URL http://www.symantec.com/docs/HOWTO77638


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