User guide

www.iprotech.com Ipro eCapture User Guide 5-1

877-324-4776 Q1 2014

Creating Clients,

Projects, Custodians, and

Jobs

In this Chapter

Workflow Overview ......................................................... 5-1

Before Running any Jobs ................................................. 5-2

Creating a New Client ...................................................... 5-2

Creating a New Project ................................................... 5-4

Creating a New Custodian ............................................... 5-8

Importing Custodians and Jobs at the Project Level ....... 5-9

Exporting Custodians and Containers for the Project .... 5-14

Before you Discover ...................................................... 5-15

Creating a Discovery Job ............................................... 5-16

Importing Jobs at the Custodian Level .......................... 5-46

Exporting Existing Jobs and Containers for the

Custodian ................................................................... 5-50

Creating a Standard Processing Job .............................. 5-51

Validating Completed Processing Jobs .......................... 5-55

Creating a Data Extract Import (Processing) Job .......... 5-56

Setting Processing Job Options ..................................... 5-61

Setting Data Extraction Options .................................... 5-81

Creating a Standard Data Extract Job ............................ 5-94

Creating a Data Extract Import Job (Data Extract Job) . 5-98

Adding Discovery, Data Extract, and/or Processing

Jobs Simultaneously ................................................ 5-103

Running Post Process Batch Operations on Completed

Processing Jobs or Data Extract Jobs ....................... 5-115

Running Reports for a Selected Job ............................. 5-125