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Introspect 5.3 User Guide

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Introspect 5.3 User Guide Introspect™ Browser User Guide Release 5.3 NOTICES Copyright © 2007 ZANTAZ, an Autonomy company. All rights reserved. This document contains confidential and proprietary information of ZANTAZ. No part of this document may be reproduced, in any form, or disclosed to third parties without the express prior written permission of ZANTAZ. The following are trademarks of ZANTAZ: ZANTAZ® Digital Safe™ Trusted. Proven.® Introspect™ Digital Safe™ EAS™ Enterprise Archive Solution™ EAS Discovery EAS Search First Archive™ First Discovery™ Digital Supervisor Audit Center The names of actual companies and products mentioned in this document may be the trademarks of their respective owners, including without limitation: Black Ice™ is a trademark of Black Ice Software, LLC Crystal Reports® is a registered trademark of Business Objects SA IBM®, DisplayWrite®, Lotus®, and Notes® are registered trademarks of International Business Machines Corporation DAH™, DIH™, DiSH™, IDOL™, IDOL server™, IDOLme™, and IDOL Desktop™, are registered trademarks of the Autonomy Corporation. Java™ and Sun Raster™ are trademarks of Sun Microsystems, Inc. LEADTOOLS® is a registered trademark of LEAD Technologies, Inc. Microsoft® Windows®, Microsoft® SQL Server, Excel®, Exchange®, Internet Explorer®, Outlook®, PowerPoint®, and Visio® are registered trademarks of Microsoft Corporation .NET™ is a trademark of Microsoft Corporation RealLegal® and LiveNote® SR are registered trademarks of LiveNote, Inc. Unicode™ is a trademark of Unicode, Inc. WordPerfect® is a registered trademark of the Corel® Corporation XipPrint™ is a trademark of AllMyPapers Corporation This document is for informational purposes only, and is subject to revision by ZANTAZ, Inc. at any time without notice. Except as may be expressly set forth in a written or electronically accepted agreement between you and ZANTAZ, Inc., ZANTAZ MAKES NO WARRANTY OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE AND ZANTAZ HEREBY SPECIFICALLY DISCLAIMS, ON BEHALF OF ITSELF AND ITS SUPPLIERS, ALL IMPLIED WARRANTIES, INCLUDING ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW. Table of Contents 1 Support and contact information ZANTAZ Technical Support for Introspect ......................................................................... 1-1 2 Introduction Introspect Browser features overview ............................................................................... 2-1 3 Introspect Basics Introduction ....................................................................................................................... 3-1 The document life cycle .................................................................................................... 3-1 Prepare documents .................................................................................................... 3-1 Scan paper documents .............................................................................................. 3-2 Import documents ...................................................................................................... 3-2 Index and filter e-documents ...................................................................................... 3-2 Process e-documents to TIFF files ............................................................................. 3-2 Render documents to text .......................................................................................... 3-2 Working with documents in the Introspect system ........................................................... 3-3 Using Introspect with multiple languages ......................................................................... 3-3 Unsupported Characters ............................................................................................ 3-4 4 Introspect Browser Basics Introduction ....................................................................................................................... 4-1 Note to Introspect Explorer users ............................................................................... 4-1 Starting Browser ................................................................................................................ 4-2 Getting connected ...................................................................................................... 4-2 What is a collection? ......................................................................................................... 4-3 Features of the Introspect Browser navigation window .................................................... 4-3 Using the menu bars ................................................................................................... 4-3 Using the bread crumb list .......................................................................................... 4-4 Using the customizable area ....................................................................................... 4-4 What is an object? What is a container? ........................................................................... 4-4 Viewing the contents of a container ........................................................................... 4-6 What is a document? ........................................................................................................ 4-7 Viewing a document ................................................................................................... 4-8 © 2007 ZANTAZ, an Autonomy company, Introspect Browser User Guide, Version 5.3 iii Contents Changing Windows Explorer file security settings ............................................... 4-8 Introspect Viewing Window .................................................................................. 4-9 Coded information ...................................................................................................... 4-9 Document image ....................................................................................................... 4-10 Document text .......................................................................................................... 4-10 Using the toolbars ........................................................................................................... 4-11 5 Searching Introduction ....................................................................................................................... 5-1 Search types ..................................................................................................................... 5-1 Fields ........................................................................................................................... 5-1 Object ......................................................................................................................... 5-1 Bates ........................................................................................................................... 5-2 PSN ............................................................................................................................. 5-2 Find/Replace ............................................................................................................... 5-2 Performing a Fields search ................................................................................................ 5-2 Performing a SIMPLE search ...................................................................................... 5-2 Performing an advanced fields search ....................................................................... 5-3 Fields search: Search Operators ....................................................................................... 5-6 Searching a Special Date field .................................................................................... 5-8 Fields search: Refining your search .................................................................................. 5-9 Searching for multiple terms in a single field .............................................................. 5-9 Multiple Term Search Operators .......................................................................... 5-9 Using parentheses and quotes .......................................................................... 5-10 Using wildcards .................................................................................................. 5-11 Narrowing your search ....................................................................................... 5-12 Fields search: Expanding your search ............................................................................ 5-13 Using horizontal expansion ....................................................................................... 5-13 Vertical expansion: Adding fields to your query ....................................................... 5-16 Adding fields to a simple query .......................................................................... 5-16 Adding fields to a complex query ....................................................................... 5-17 Vertical expansion: Adding groups ........................................................................... 5-17 Vertical expansion - Adding parent groups .............................................................. 5-20 Vertical expansion: Adding collections, reviews or profile sets ................................ 5-21 Fields search: Setting search options ............................................................................. 5-24 Fields search: Using
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