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Errors are a good thing, because reverse proxies can have lots of issues that are very difficult to troubleshoot as they don't generate an error. From what I can tell Intella Connect doesn't have any weird webservices or sockets requiring special proxy settings. You should be able to piece together what is going on by reviewing the proxy log in addition to your browser (Chromium browser developer screen).

Hi Jon, I'm trying to add a column to the export preset linked to an export set. It happens fairly often that there are levels of agreement between sides, and a change in specifications are not unheard of. I can create a new export set, but my previously-produced items get new numbers.

AMD has some real benefits now that Intel is consistently patching exploits which tend to make the CPUs slower. For larger implementations, you would design redundancy using multiple systems but it sounds like this is a single box, correct? Fail-over isn't easy to accomplish with a single box, but if disk redundancy is what you are going after, RAID is a great way to do it. Just make sure that if you go hardware RAID, you have a backup card or motherboard because those can get hosed as well. You don't want to trade one nonredundant component for another. "Delayed RAID" sounds more similar to a bare-metal backup, where the system's OS is also backed up and you can throw it onto a new drive and hit the ground running. While you can do this, it doesn't take more than say, an hour to install Windows and a fresh copy of Intella Connect so the benefit here is less clear. On the other hand, taking regular backups of case files can be easily scripted and this is the data you cannot reinstall.

Hi, I'm in a real-world scenario with the production/export specifications changing over the course of this year. I eventually needed to add a couple columns. Easy to do if this is the first production, but many items have already been exported; It would be great to keep the same bates numbering for items being produced again. Reproduction can happen due to family relationships. I noticed the export-set-templates folder contains XML specs. I had some success in editing these (after a backup, of course) to add columns, but when adding Intella Columns such as a tag, the tag ID I copy from a new template simply doesn't work in the export set template. For example, Export Set ABC uses Template 1. In order to edit ABC, I have edited Template 1 using a new template unrelated to a set, Template 2. Unfortunately, the new columns are blank despite using the valid "lines" from Template 2's XML file. Any idea if this is possible to do? The alternative I'm facing at this point, is sending a new bates numbering scheme to opposing counsel and starting fresh.

I just did this with a DAT load file with single backslashes, not double. It worked great.

Definitely creating a copy of the data on the forensics network would be a viable alternative, as is doing a pentest and audit. I will definitely keep these strategies in mind, thanks!

Thanks, this is helpful! I did try running as a service with not-so-good results. Our cases are on a mapped drive (SAN presented as a CIFS share) and the service doesn't see mapped drives. Edit: The options are a little hacky and UNC paths are working on the case watch folder so I think I'll just adjust the workflow and have people use the UNC path each time. Thanks again for the idea, it looks like this will work.

It saves time because most of our cases are PDF production and not email. For those email cases I've been using FTK but it lacks any sort of email deduplication, although it OCRs as part of processing. The option of email dedupe far outweighs the additional time required so I'll be phasing Intella in now that I have a handle on 1.9. I sample a couple files to determine if already OCRed. Under the odd instance where only some of the production is OCRed, I just OCR all of it. With 32 cores doing a page each it's really quick. Autobahn does have an option for what to do with Non-Image PDFs: OCR, Raise Error, Skip, and Pass-through. We are currently using OCR and see no adverse effects, but Pass-through is probably the most elegant way of dealing with these. We only see a mixture of 'native' PDFs and scanned PDFs in rare cases. Cheers, Gabriel

We use Intella Connect on our corporate network with access to file shares. We're primarily a forensic accounting practice so a big feature is the ability to add clients (attorneys) into Connect for remote review alongside us. Often, they'll have a unique outlook on a case and this is much better than going back and forth. Our plan is to isolate Intella Connect as a published Citrix app. The main concern here is that because it has access to all production data, a public-facing web server is probably not a good idea. Citrix is a decent compromise between compatibility (many firms use and/or trust it) and security. Something like a VPN is probably a no-go, since it's pretty intrusive software to be installing. What steps have you all taken to secure access to Connect?

Thanks Jon, I didn't think about that. My initial thought was to set up the tags on a new case, and copy the case as a template before items are added. This is also helpful, although I'd need to give RDP access to any user creating a new case. I'm really trying to stay away from having to use Intella, and stick with Intella Connect.

Thanks for taking the time to reply and adding it into the roadmap! Actually, AdamS's process of using third party tools is what we prefer, if you're open to it. We already have backup and filesystem versioning/snapshotting in place. Assuming his exact backup method isn't recommended due to data corruption issues backing up attached databases (I know other vendors would tell me not to) I think an option to simply take them offline at a regular interval is all that's really needed. With modern backup/filesystems, "backup" could be done almost instantly, taking up almost no additional space. A maintenance window feature which could simply unshare all cases and reshare all "Auto-share" cases between certain hours would be great. I assume this would take less time than a full Intella backup solution. Andrej, your proposed solution is also good. The only thought I had was that if it only backs up unshared cases, there should be a way to automatically unshare a case. For example, this could be done during off-peak hours for all cases without an active reviewer. The problem with only doing unshared is that the shared cases are the most active, and by definition are the ones which we really want to back up.

Hi, We evaluated Abbyy but for HPC it was a little pricey. We also looked at an eDiscovery tool (Vound competitor) but it failed some basic tests. Finally we pulled the trigger on Aquaforest Autobahn DX. For $5500 +yr2 SMS you get unlimited pages on unlimited cores. We run Intella Pro and Intella Connect on two monster hosts with 32 cores each, and Autobahn runs on third VM. If you'd like to create a sample data set for this thread maybe we can get some benchmarks going...I'd be curious what a comparable system to Jon's would do (would be easy to shut down and specify 4 cores). As far as ROI, we haven't done any analysis; To be honest I think we're getting terrible use out of it. It makes sense to use the tool for large jobs, and otherwise people tend to let Acrobat at the data. The reason we got it though is that when a big job does come in, and you need everything OCRed now, this is really the way to do it. Outside vendors just took a day or two to spec out the job. Typically I process the files before processing in Intella, since it's just so easy to do now. Previously, I had to worry about processing and OCRing later as time permits. Regards, Gabriel

In order to tag documents by date (Bank Statements for example) users are creating 12 tags a year, for each month. So 2013-01 to 2015-12 has 36 tags to create, for example. It is very likely cases will be using similar tagging, and having to recreate it each time is really time-consuming. I would like to see a tag template, similar to the export templates, where you could apply one or more templates and bring those into your case. As an alternative, moving the tags to the case.xml would allow us to simply edit this programmatically and embed those tags. This would avoid the need to have to program all that in.

Backup is a requirement, not only for best practices and data integrity, but also because without backing up, there's no way to remove a source. In order to remove a source, the entire case must be scrapped. Obviously this is unacceptable, and the workaround is to back up the case prior to adding any source. With the above in mind before adding sources we need to back up. In order to back up a case we need to: un-share the case open up Intella Pro (via RDP in my case) open case close case choose to backup case while closing switch to Intella Connect share case again There needs to be an easier way. Users are now able to process new data in the web interface which is great. But considering this limitation, they'd still all need to have Remote Desktop access to Intella Pro just to backup the case. Intella Connect needs more robust backup because it addresses these two important areas. Perhaps an automatic backup of all cases into a designated folder?

Correct, it did not work for me. Thanks for including the field! The reason I mentioned the attribute is that the 'cn' field was recommended in the manual and I think most users would not want to login with "John C. Doe" as their account name.

Just wanted to mention that I could simply not get authenticated using the manual and finally, just used USERNAME for the Authentication user DN and it worked! Specifying 'cn' for the username attribute means my users have to type in their full names instead of their "login name". I used sAMAccountName instead which is the shortened user account name most AD shops are used to. Finally, for all users, I really wanted to use a security group rather than an OU - the reason for this is that our users are spread across the domain by location. For the base DN, I used DC=domain,DC=com and for the Query I used: (&(objectClass=user)(objectCategory=person)(memberof=CN=Intella Users,OU=Subgroups,OU=Groups,DC=domain,dc=com))