User guide

Chapter 5, Creating Clients, Projects, Custodians, and Jobs
5-2 Ipro eCapture User Guide www.iprotech.com
Q1 2014 877-324-4776
Workflow Overview
The Ipro eCapture hierarchy is:
• Client
•Project
•Custodian
•Jobs
• Discovery
• Processing and Data Extract
•Export
After the Client is created, the next step is to create the Project and the Custo-
dian. When creating a new Ipro eCapture project, the system will automati-
cally display the Project Options (by default) so that you may select these
options before Proceeding with Discovery Jobs, Processing Jobs, or Data for
the new project.
When creating Discovery Jobs, Processing Jobs, or Data Extract jobs individu-
ally, the system will automatically display the options for the relevant job type.
The project options can be viewed and/or modified for each separate project
as well as for each individual job type.
After Clients, Projects, and Custodians are set up, Discovery can begin.
When a Discovery Job is created, a directory of the data collection is selected
for Discovery. This process involves traversing a directory of electronic data
and examining the file types in that directory. All data is hashed and indexed
at this time.
Ipro eCapture is a distributed application. As a result, the Microsoft
Office, Lotus Notes, and/or GroupWise settings on each Worker (as
well QC workstations) must be the same to ensure that the TIFF
results are consistent. If a Worker/QC workstation has settings that
differ from another Worker/QC workstation, then the resultant TIFFs
will likely differ.