Working with the ECA dashboard

In the ECA Dashboard, you use a variety of widgets to visualize the files that you've already tagged for inclusion and/or exclusion and determine if your data is ready to promote to review.

To access these data visualization tools, click the new ECA Dashboard tab in your workspace, which shows up shortly after you finish importing the ECA and Investigation application.

Note: The ECA Dashboard doesn't display import jobs run through the Relativity Desktop Client (RDC). It only displays data imported through processing sets.

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Use any of the following widgets to manipulate your source data:

  • Document Volume - shows the growth of an ECA workspace over time as data is continuously processed into and documents are tagged for inclusion and exclusion. This graph includes the following data:
    • Include - the documents tagged for inclusion in the data that is to be promoted to review.
    • Exclude - the documents tagged for exclusion from the data that is to be promoted to review.
    • Untagged - the documents not yet tagged for either inclusion in or exclusion from the data that is to be promoted to review.
  • Current Snapshot - a graph that shows the current document volume of the ECA workspace, along with tagging designations, and the documents that have already been promoted to review. This graph includes the following data:
    • Promoted to Review - the volume of documents already promoted to the review workspace through an integration point.
    • Include - the volume of documents tagged for inclusion in the data that is to be promoted to review.
    • Exclude - the volume of documents tagged for exclusion from the data that is to be promoted to review.
    • Untagged - the volume of documents not yet tagged for either inclusion in or exclusion from the data that is to be promoted to review.
  • Percentage Promoted to Review - a graph showing the percentage of documents out of the entire document volume that has been promoted to the review workspace. This graph includes the following data:
    • Documents Promoted to Review - the percentage of documents promoted to review, along with the total count of those documents.
    • Total Documents - the entire document volume of the ECA workspace, including documents that have or haven't yet been tagged for either inclusion in or exclusion from the data that is to be promoted to review.
  • Incoming Documents - a document view that displays the documents that have been published into the ECA workspace. This view includes the following fields:
    • Processing Set - the processing set containing the files that were published into the ECA workspace. If you don't have permission to a processing set, you won't be able to view that processing set in this view.
    • Date - the date on which that processing set was published to the ECA workspace.
    • Size - the combined number of GB of all the data sources associated with the processing set. This value refers to data that was captured at the time of publish.
    • Documents - the combined number of all documents found in all the data sources associated with each processing set. This value refers to data that was captured at the time of publish.
  • Promoted to Review - a document view that displays all documents that have been promoted from the ECA workspace to the review workspace. This view includes the following fields:
    • Workspace - the destination workspace to which the documents were promoted.
    • Date - the date on which the documents were promoted from the ECA workspace to the review workspace.
    • Documents - the total number of documents that were promoted to the review workspace. This value refers to data that was captured at the time of publish.
    • Size - the combined number of GB of all the files promoted to the review workspace. This value refers to data that was captured at the time of promotion.
    • Overwrite - the overwrite setting you selected when creating the integration point. This will be either Append Only, Overlay Only, or Append/Overlay.

Once you determine that your tagged documents are ready for promotion, you can promote them to a destination workspace.

To do this, click Promote in the upper right corner of the dashboard.

Promote button on ECA dashboard

When you click Promote, you're presented with a drop-down containing two types of Integration Points, specifically those designated for export and those meant to transfer to another workspace. Here, you can choose to promote your documents to a load file or to a destination workspace, by selecting either Load File: <Name> or Workspace <Name>.

Note: Beginning in Relativity 9.5.133.118, the only integration points that appear in the promote list are those that have the Include in ECA Promote List field set to Yes on the setup layout.

To submit your promotion as a job, click Run Now in the subsequent Promote to Review window.

Run Now option on ECA dashboard

Clicking Run Now submits the job. You can monitor the progress of the job in the Integration Points tab.

Viewing destination workspaces

You can go to the Destination Workspace tab to view all of the workspaces that are designated as destinations for documents that you promote through an integration point.

The default All Destination Workspaces view provides the following fields:

  • Name - the name given to the workspace, plus the artifact ID of the actual destination workspace.
  • Destination Workspace Name - the name given to the destination workspace.
  • Destination Workspace Artifact ID - the identifier of the destination workspace.
  • Job History - a list of all the Job History entries associated with the destination workspace.