Intella Connect™ User Manual

This user manual is divided into two parts. Please select the part that you would like to read:

• Reviewer manual
• Administrator manual

Solving common problems:

• Troubleshooting

Support information can be found here:

• Getting support

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Table of contents:

• Reviewer Manual
  • 1. An introduction to Intella Connect
    • 1.1. Supported web browsers
  • 2. Working with Intella Connect
    • 2.1. Getting started
    • 2.2. Overview of the Intella Connect case reviewing interface
  • 3. Views
    • 3.1. Dashboard view
    • 3.2. Search view
    • 3.3. Activity view
    • 3.4. Exports view
  • 4. Keyword search
    • 4.1. Search options
    • 4.2. Search query syntax
      • 4.2.1. Use of multiple terms (AND/OR operators)
      • 4.2.2. Minus sign (NOT operator)
      • 4.2.3. Phrase search
      • 4.2.4. Grouping
      • 4.2.5. Single and multiple character wildcard searches
      • 4.2.6. Fuzzy search
      • 4.2.7. Proximity search
      • 4.2.8. Field-specific search
      • 4.2.9. Special characters
      • 4.2.10. Regular Expressions
  • 5. Working with facets
    • 5.1. Available facets
      • 5.1.1. Saved Searches
      • 5.1.2. Features
      • 5.1.3. Tags
      • 5.1.4. Location
      • 5.1.5. Email Address
      • 5.1.6. Phone Number
      • 5.1.7. Date
      • 5.1.8. Type
      • 5.1.9. Author
      • 5.1.10. Content Analysis
      • 5.1.11. Keyword Lists
      • 5.1.12. MD5 and Message Hash
      • 5.1.13. Item ID Lists
      • 5.1.14. Language
      • 5.1.15. Size
      • 5.1.16. Duration
      • 5.1.17. Device Identifier
    • 5.2. Including and excluding facet values
      • 5.2.1. Including a facet value
      • 5.2.2. Excluding a facet value
  • 6. Cluster map
    • 6.1. Understanding a Cluster Map
    • 6.2. Working with the Cluster Map
      • 6.2.1. Removing result sets
  • 7. Details panel
    • 7.1. List view
    • 7.2. Table view
      • 7.2.1. Adding and removing columns
    • 7.3. Thumbnails view
  • 8. Previewing results
    • 8.1. The Toolbar
    • 8.2. Tabs
      • 8.2.1. Contents
      • 8.2.2. Preview
      • 8.2.3. Headers
      • 8.2.4. Raw Data
      • 8.2.5. Properties
      • 8.2.6. Attachments
      • 8.2.7. Thumbnails
      • 8.2.8. Tree
      • 8.2.9. Entries
      • 8.2.10. Comments
      • 8.2.11. Words
      • 8.2.12. Actions
      • 8.2.13. Redaction
  • 9. Tagging
    • 9.1. Tagging in the main window
      • 9.1.1. Adding tags
      • 9.1.2. Removing tags
    • 9.2. Tagging in the Previewer
    • 9.3. Automatic tag inheritance
    • 9.4. Pin a tag to a button
    • 9.5. See all tagged items
    • 9.6. Searching with tags
    • 9.7. Deleting a tag
  • 10. Exporting
    • 10.1. Exporting a list of results
      • 10.1.1. Export formats
      • 10.1.2. Export templates
      • 10.1.3. PDF file options
      • 10.1.4. File naming and numbering (original format, PDF, load files)
      • 10.1.5. PDF rendering options (PDF, load files)
      • 10.1.6. PST options
      • 10.1.7. iBase and Analyst’s Notebook options
      • 10.1.8. Load file options
      • 10.1.9. Headers and Footers (PDF, load files)
      • 10.1.10. Creating a report
      • 10.1.11. Skipped items
    • 10.2. Exporting queries
  • 11. Redaction
    • 11.1. Workflow
    • 11.2. Redacting an item
    • 11.3. Exporting
    • 11.4. Mass redaction
    • 11.5. Redaction Profiles
    • 11.6. Caveats
• Administrator Manual
  • 1. An introduction to Intella Connect
    • 1.1. Supported web browsers
    • 1.2. System Requirements
  • 2. Getting started
    • 2.1. Who should be involved in the successful setup of Intella Connect?
    • 2.2. Installing and starting Intella Connect
    • 2.3. Sharing a Case
      • 2.3.1. Granting case access to users
      • 2.3.2. Case alias
      • 2.3.3. Auto-Start option
      • 2.3.4. Memory settings
    • 2.4. Reviewing with Intella Connect
  • 3. Installing and starting Intella Connect as a Windows Service
    • 3.1. Providing valid credentials (during installation)
    • 3.2. Verifying Windows folders structure (after finalizing installation)
    • 3.3. Firewall settings for using Intella Connect as a Windows Service on Windows Server operating systems
    • 3.4. Intella Connect as a Windows Service running under user account without password
  • 4. Intella Connect Dashboard
    • 4.1. Cases
      • 4.1.1. Adding an existing case to the list
    • 4.2. User management
    • 4.3. Activities stream
    • 4.4. Settings
      • 4.4.1. General settings
      • 4.4.2. SSL support
      • 4.4.3. Branding
    • 4.5. About
  • 5. User management
    • 5.1. Admin user password
    • 5.2. Managing Users and Permissions - the RBAC model
    • 5.3. Create new users, modify and delete existing users
      • 5.3.1. Create new user
      • 5.3.2. Usernames
      • 5.3.3. Change user’s password
      • 5.3.4. Delete existing user
    • 5.4. Managing Roles and Permissions
      • 5.4.1. Adding and Deleting roles
      • 5.4.2. Granting and Revoking permissions
      • 5.4.3. Permission types
  • 6. Setting up HTTPS
    • 6.1. Preface
    • 6.2. Prerequisites for HTTPS configuration
      • 6.2.1. Signed SSL certificate
      • 6.2.2. Configuring the domain
      • 6.2.3. Configuring the router (optional)
      • 6.2.4. Verifying initial setup
    • 6.3. Setting up SSL certificates in Connect
      • 6.3.1. Locating the utility program for working with keystores
      • 6.3.2. Creating a new keystore
      • 6.3.3. Requesting certificate signature
      • 6.3.4. Signing the certificate
      • 6.3.5. Adding certificates to the Keystore
    • 6.4. Modifying SSL settings in Intella Connect Dashboard
      • 6.4.1. Verifying HTTPS
    • 6.5. Disabling HTTPS
  • 7. Branding
    • 7.1. Setting up your company’s logo
• Troubleshooting
  • 1. Troubleshooting
    • 1.1. Important note
• Getting support
  • 1. Different ways to get support
    • 1.1. Standard technical support
    • 1.2. User support contract
    • 1.3. Certified Intella Connect™ training courses
  • 2. Working with Vound support
  • 3. Upgrade contract

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The information in this User Manual is subject to change without notice. Every effort has been made to ensure that the information in this manual is accurate. Vound is not responsible for printing or clerical errors.

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