6. Intella Connect Dashboard¶

6.2.1. Creating new case¶

Creating a new case in Intella Connect is straightforward.

After pressing Create case button located at the bottom of the cases list the Create case dialog will be shown.

Please populate the form with case name, case description (optional) and desired absolute path to the case folder.

Optionally you can specify also Optimization folder. The optimization folder can be used to speed up indexing by distributing certain database files during indexing across the case folder drive and the optimization folder drive.

After you’ve entered all data, press Ok button. You will be presented with *Sources* page of newly created case where you will be able to add and index newly added sources.

6.2.2. Adding an existing case to the list¶

If you have existing case on the disk which is accessible to Intella Connect, then you can manually import it to the available cases list. In order to do that you will have to provide a path to the Case Folder (parent folder of a case.xml file).

Click on the Add case button located at the bottom of the cases list. In the modal window, please type in the absolute path to the case folder. It’s the best to copy and paste it directly from Windows Explorer window. The server will then analyze provided path and if the case is found in that location, it will render basic details about the case. This is presented on the image below. If provided path is invalid, then appropriate message will be shown.

Intella Connect can also be configured to add cases automatically. For more information, see Automatic case discovery section.

6.2.3. Deleting an existing case from the list¶

Click on the Delete case button located at the bottom of the selected case details panel. In the modal window, leave the checkbox empty if the case should only be removed from cases list. Check the checkbox if the case should be removed from cases list as well as from disk.

6.2.4. Case Sources management¶

You will be presented with this part each time new case is created or after Sources button in the case details panel is clicked.

Using this view it’s possible to:

• Add new sources.
• Edit sources.
• Remove sources.
• Re-Index entire case.
• Index new data.
• Import an overlay file.
• See overlay file import statistics.
• See latest indexing statistics.
• Close case which was previously opened for an indexing operation.

6.3.1. Intella Connect Grid¶

If you are running more than one Intella Connect servers then likely you could benefit from configuring them as a part of the same Grid. This feature allows reviewers to have a single point of entry to all Intella Connect servers. This simplifies case management in larger organizations, as reviewers do not need to be aware which Intella Connect server is hosting the case.

For this feature to work, each server forming a Grid must have LDAP integration enabled. This is required to establish a consistent user base for each of the servers.

It’s imperative to manually pick one server which will act as a single point of entry for the Grid and apply any configuration there. Other Grid servers do not need to be further configured (assuming that LDAP configuration was already applied).

It’s common in networking to identify servers interchangeably by their IP, domain or network name (ex. IP 1.1.1.1 matching pc1.mycompany.com). However when Intella Connect server is being added to the Grid only one URL will have to be provided and will be used as a unique identifier of the server. For security reasons these URLs will be used internally to validate the origin of requests accepted by Grid servers. Therefore the grid might not work properly if you set up a server using it’s IP address and then later are accessing it using its domain name.

The same rule applies to the server which acts as a single point of entry. You must make sure to apply any grid configuration using the URL which will later be used to access user dashboards.

Example

This example will walk you through the hypothetical use case of setting up Grid in a company distributed across three continents. It gives you some general guidelines how to approach this task and stresses points which should be discusses with your IT department.

Let’s say that we have three Intella Connect servers running in our company. Here are their details:

• Server1; IP=1.1.1.1; domain=connect.mycompany.com; Location: London
• Server2; IP=2.2.2.2; domain=newyork.mycompany.com; Location: New York
• Server2; IP=3.3.3.3; domain=sydney.mycompany.com; Location: Sydney

Until now there was no strict policy as to how to access those servers so users were using different mix of IPs or domains. The first step is to define a scheme of addressing our servers. We decided to rely on domain/subdomain names as IPs are too fragile to rely upon them. We also decided to promote the Intella Connect server located in London to become our single point of entry. We also asked our IT department to disallow direct access to server by IP (as an additional precaution).

In the next step we went trough all three servers and made sure that each one of them is using the same LDAP provider. It turned out that the one in New York had a bunch of local accounts which were interfering with LDAP (username clashes) so we decided to clean this up and create LDAP accounts for those people.

After that we logged in to connect.mycompany.com (entry point) to set up Grid there. Under Remote Servers > Intella Connect Grid > Known servers we added the remaining two servers. The first one as:

• Name: New York
• URL: http://newyork.mycompany.com

And the second one as:

• Name: Sydney
• URL: http://sydney.mycompany.com

Right after that they were added to Known Servers list with the online status.

We then validated the setup by sharing 1 case on each of the servers and logged in to User Dashboard on the server which we chose as single point of entry (http://connect.mycompany.com). User was successful presented with a list of cases showing three entries.

6.3.2. Intella Nodes¶

Intella Connect can make use of unlimited number of remote Intella Nodes to perform remote indexing. For installing and setting up an Intella Node please see Installing and starting Intella Connect/Node section.

Using this view it’s possible to add/edit/remove remote Intella Nodes that can be used to perform remote indexing.

Make sure that remote Intella Node server is properly running and is directly accessible via network on particular IP and port.

Detected host name and port which can be used when adding new Intella Node can be found on the Intella Node’s local status page.

The IP address that is being detected by Intella Node can be just one of addresses on which that computer can be reached and it might not be always the best one to use. There are few examples that come to mind:

• your computer can have multiple networking interfaces, such as 1Gb/s TP (twisted-pair) ethernet network card and WI-FI network card. If you would connect both of those to different routers or switches, then your computer will be assigned two IP addresses and you can be reached by either of those. In this case you might want to use IP address assigned to the cable-connected network card rather than WI-FI as it might be faster. It could happen, however, that the IP address shown as detected is the one from your WI-FI network card.
• a router or switch to which your computer is connected can be configured to have multiple subnets. That means that the IP address and network mask will depend on the interface to which you are connected on that router or switch. Not much to do here unless you are also network administrator and you understand how the router was configured and how the computer is connected.
• your computer can be reachable on multiple IP addresses and ports even if you have just one network interface connected in your computer. For example: localhost:9999 or 127.0.0.1:9999 (also known as loop-back interface, which points to your own computer), 192.168.1.109:8082 (your local network on your directly connected router), 192.168.0.159:8081 (your company network on your second hop router), 85.74.198.115:80 (your public address). In this case you might want to use IP address which will make least hops on the route to server.

Please note that these are only simple scenarios and there can be much more complex network topologies and configurations. It really depends on what network you have and how it is built and configured. The detected IP address is being read from system configuration, it is not an algorithm that would detect your network and perform speed and reliability measurements to determine what exact address to use. It is meant to be a hint rather than anything else. When in doubt about which IP address to use, please consult your IT/network administrator.

When you have gathered all relevant data (host, port) you can add new remote Intella Node by clicking on the plus sign when hovering mouse over UNUSED remote remote Intella Node slot or by clicking on the button Add Intella Node.

The Add Intella Node dialog will be shown.

Enter name, description, host and port. After pressing Add the Intella Node will show up in the remote Intella Nodes list with status Connecting… which indicates that there is a check being made whether remote Intella Node is up and running and is reachable.

If all entered data were correct and remote Intella Node server was reachable the status of the newly added Intella Node should be Idle which indicates that Intella Node is ready to be used for remote indexing. Connection error status indicates that server is not reachable. If that happens you should check whether:

• Remote Intella Node is properly running which can be done by opening it’s local page.
• Entered data (host, port) were correct.
• Remote Intella Node server is reachable from Intella Connect Server.

6.3.3. Shared folders¶

Shared folders management is actually a way of logically organizing shared folders that are based on UNC paths.

Each defined folder represents specific type of location:

• Evidence location - folder where evidence resides.
• Cases location - folder where cases reside.
• Optimization location - folder used for optimization.

When such Shared folders are defined, the user is able to access them in a file selection tree under Shared folders branch next to Local Server disks.

To add a new shared folder, click Add shared folder

Enter name, description, UNC path and select type of the location that folder represents. After pressing Add Remote folder will be added to the list of the Remote folders.

You can see Shared folders in action on this particular screenshot:

Note that only Shared folder “Cases” representing Cases location is shown when specifying Case location in order to prevent selecting folders representing other locations (Evidence location, Optimization location).

6.6.1. General settings¶

Changing server host

By using the checkbox Override server host and text field Server host it is possible to define the Case URL on which a shared case will be shown as accessible. The Case URL pattern is only informative and shows what the Case URL may look like.

Changing default admin password

The admin password can be changed using the password fields New admin password and Repeat admin password. The passwords entered into those two fields must match in order to eliminate typographical errors.

6.6.2. Automatic case discovery¶

Letting Connect automatically find cases on disk

The last option allows you to make Connect to automatically look for cases available in a specified local disk folder. To enable this feature, simply enter an absolute path to the folder that might contain case folders.

Connect will check this folder every 15 minutes to find any new cases (judged by the presence of a case.xml file) and automatically add them to the available cases list. It will also scan the disk each time that you change and save this path.

For performance’s sake, Connect scans files three levels deep starting from the root (provided folder).

To turn off this feature simply change the path to a blank value and press Save changes.

6.6.3. SSL support¶

Intella Connect supports protecting your setup with a secure HTTPS communication layer. The details on how to set it up is a part of a separate guide available here: SSL guide.

6.6.4. Branding¶

Intella Connect can be partially or fully branded with a custom logo of your choice. The process of setting this up is pretty straightforward. It’s just the matter of uploading:

• a login page logo that will be shown on the application’s login page
• a header logo that will be shown in various places inside the application’s User Interface.

You can find more details on this topic in Branding section.

6.6.5. ABBYY integration¶

When you have access to an ABBYY Recognition Server, you can utilize it to OCR selected items in the case fully automatically. The configuration specified here will be apply to all cases shared by this Intella Connect server.

Below you will find the description of each available configuration option: - Server IP address - IP address of machine hosting ABBYY Recognition Server. The “Service URL” field will be populated automatically based on the entered value. - Version - version of ABBYY Recognition Server installed - Use custom service url - if you know that your server uses a different URL, you can override it by checking the “Use custom service URL” check box. - Workflow name - specify the workflow name that should be used. Alternatively, you can press the “Get list from server” button to select a value from all available workflows on that server. This button can also be used to validate connection to ABBYY Recognition Server. - Number of workers - specify the number of workers to let the Recognition Server process more than one document at a time. The optimal number of workers depends on the Server capabilities (in particular the number of CPU cores on the server) and is also restricted by the server’s license (the number of CPU cores allowed to be used by the Recognition Server license).

Please make sure that your ABBYY Recognition Server is configured correctly: - The “Web Service” component is installed. - You can open the Service URL in a browser and it shows: “RSSoapService. The following operations are supported…”.

After pressing “Save changes” this configuration will be available for all cases shared by Intella Connect.