Imaging profiles

• Name—the name of the imaging profile.

Note: You can not rename the default profile.

• Imaging Method—sets the type of imaging for the profile. The imaging engine options appear for the selected imaging method.
  • Basic—uses a select number of user-specific settings to image documents using Oracle.
  • Native—uses an expanded range of user-specific settings to image documents using the worker manager server.

  Note: A warning appears if you cannot perform native imaging.

• Basic Image Output Quality (DPI)*—controls the resolution and density of an image in dots per inch. The higher the DPI, the more detail is shown in the image. A typical range for DPI is 200-600.The default for this field is set to 300; this is the value found in the Default profile.
• Basic Image Format*—sets the image format for files sent to the basic imaging engine for the profile, the default for this field is set to TIFF. The options are:
  • JPEG—renders the image as a color JPEG file. Selecting this can possibly decrease imaging performance because JPEGs have larger file sizes than TIFFs and therefore require more disk space.
  • TIFF—renders the image as a black and white TIFF file. This is recommended; this is the value in the Default profile.
• Basic Image Size*—sets the image size for all images rendered with the basic imaging engine profile, the default for this field is set to Original setting. The options are:
  • Original setting—renders the image with the original document settings.
  • Letter (8.5 in x 11 in)—renders the image in standard letter size.
  • A4 (8.27 in x 11.69 in)—renders the image in A4 size.
  • Legal (8.5 in x 14 in)—renders the image in legal paper size.
  • Custom—sizes the image by using either or both values in the Maximum Image Width and Maximum Image Height fields. When you enter a value in either or both of these fields, Relativity converts the document to an image size that fits within these parameters, while maintaining the aspect ratio. If both of these fields are empty, Relativity displays an error message indicating that you must enter a value in one of them.
• Maximum Image Height (Inches) and Maximum Image Width (Inches) specify the largest allowable size for the generation of custom images. Relativity converts the document to an image size that fits within these parameters, while maintaining the aspect ratio. Only the Custom option references these fields, requiring you to enter a value in at least one of them.

Select the Include cover sheet toggle to include or exclude a cover sheet.

• Native Image Output Quality (DPI)*—controls the resolution and density of an image in dots per inch. The higher the DPI, the more detail in the image. A typical range for DPI is 200-600.The default for this field is set to 300; this is the value found in the Default profile.

• Native Image Format*—sets the image format for files sent to the native imaging engine for the profile, the default for this field is set to TIFF. The options are:
  • JPEG—renders the image as a color JPEG file. Selecting this can possibly decrease imaging performance because JPEGs have larger file sizes than TIFFs and therefore require more disk space.
  • TIFF—renders the image as a black and white TIFF file. This is recommended and is the value in the Default profile.
• Automatically detect and render color pages to JPEG*—(Overrides ‘Native Image Format’ selection of TIFF) auto-detects and images color pages as JPEG files even if you selected TIFF as the Native Image Format. If you select Yes, Relativity overrides the TIFF Native Image Format for color pages only. If you select No, color pages remain as TIFFs. The default for this field is set to No.
• Maximum pages imaged per file—a native global setting for all document types that sets the maximum number of document pages that are imaged. For example, if you set this value to 50 and have a 100-page document, Relativity only images the first 50 pages of the document. Use this option to image only the number of pages entered in this box.
• Dithering Algorithm*—the procedure the native imaging engine uses to convert images from color to black and white TIFFs. This setting is only used if Native Image Format is set to TIFF, the default for this field is set to Floyd Steinberg. The algorithm options are:
  • Clustered 6x6—groups pixels into clusters of 6x6.
  • Clustered 8x8—groups pixels into clusters of 8x8.
  • Clustered 16x16—groups pixels into clusters of 16x16.
  • Dispersed 4x4—disperses pixels in a 4x4 matrix.
  • Dispersed 8x8—disperses pixels in an 8x8 matrix.
  • Dispersed 16x16—dispersed pixels in a 16x16 matrix.
  • Floyd & Steinberg—diffuses the difference between the actual analog value and quantized digital value of a pixel to its neighboring pixels.
  • Threshold—compares each pixel value against a fixed threshold. During this process, individual pixels in an image are marked as object pixels if their value is greater than the threshold value. If their value is less, they're marked as background pixels. If you select this, you must provide a value between 0-255 in the Dithering Threshold field.
• Dithering Threshold—sets the threshold against which all pixels are compared. This is required if you chose Threshold for the Dithering Algorithm field above. You can provide any value between 0 - 255. The recommended default threshold is 128. When the pixel RGB color model in an image is greater than the threshold, it's converted to black. When less, it's converted to white.
  • See Native imaging - dithering algorithm options for details on the various dithering algorithms available within Relativity native imaging, as well as use cases for each algorithm, including the size and clarity of images you create.
    
• Native Image Time Zone—determines what time zone is used to display dates/times in a document image. While this field updates the date sent when native imaging an email, the native document and metadata stays unchanged.
  Notes:
  • For Native Image Time Zone to apply, you must select Date Sent for the Native Image Date field. If you don't make a selection, Native Image Time Zone will not apply and defaults to the current date.
  • Native Image Time Zone field only supports MSG and EML files for email.

  To set the time zone value on documents in Relativity, click the drop down next to the Native Image Time Zone field and then select a time zone field from the picker. If you don't select an option here, the time zone defaults to Coordinated Universal Time (UTC).

  To add an option to the Native Image Time Zone picker list:

  1. From the Fields tab, click New Field.
  2. Set these fields:

     

     • Name—type the name of the Native Image Time Zone option that you are creating.
     • Object Type—select Document.
     • Field Type—select Single Object.
     • Associative Object Type—select Relativity Time Zone.
  3. Click Save.
• Native Image Date - select any document-level date field available in the pop-up picker as the current date used when rendering date-related document field codes. If no selection is made here, the Native Image Date defaults to the current date (today’s date). Microsoft Visio documents are incompatible with Native Image Date. If this field is set set for an imaging profile with linked time and date Application Field Codes, the linked Application Field Codes override the Native Image Date setting on the profile.

• Paper size/orientation*—specify a paper size and orientation for your spreadsheet, the default for this field is set to Original setting. The options are:
  • Original setting
  • Letter (8.5 in x 11 in)
  • Letter (11 in x 8.5 in)
  • Tabloid (11 in x 17 in)
  • Ledger (17 in x 11 in)

• Page Order*—determines the order used to render spreadsheets when data exceeds one page, the default for this field is set to Original setting. Options include:
  • Original setting—renders a spreadsheet based on the spreadsheet's original page setting.
  • Down, then over—renders a spreadsheet first from the top of the page to the bottom and then from the left to the right.
  • Over, then down—renders a spreadsheet first from the left of the page to the right and then from the top to the bottom.
• Print Area*—override any pre-defined print area in an Excel file. When you select Ignore Print Area, Relativity images the entire document, the default for this field is set to Ignore print area. The options are:
  • Original setting—uses the original print area settings of the document.
  • Ignore print area—ignores the original print area settings of the document.
• Hide and page break after _ consecutive blank rows and columns*—sets a maximum value for consecutive blank rows or columns. By default, the native imaging engine checks for a run of 10 blank rows or columns and compresses them to limit the number of pages rendered for a spreadsheet. The default for this field is set to 10.
• Show track changes in spreadsheet*—displays any modifications made to the document through the Track Changes option in Excel, the default for this field is set to Yes. The options are:
  • Yes—shows track changes.
  • No—doesn't show track changes.
• Include row and column headings*—renders row and column headings (the number assigned to rows and the letters assigned to columns). The options are:
  • Original setting - uses the original row and column headings of the document.
  • Yes - renders the row and column headings.
  • No - doesn't render row and column headings.
• Include comments*—determines whether Relativity renders comments found in the spreadsheet, the default for this field is set to Yes. The options are:
  • Yes—renders comment found in the spreadsheet. This is the value used in the Default profile.
  • No—doesn't render comments found in the spreadsheet.
• Include headers and footers*—renders headers and footers in the spreadsheet. The printing of these items interferes with the ability of the native imaging engine to detect blank pages – for this reason, it's recommended that you leave this set to No, the default for this field is set to Yes. The options are:
  • Original setting—uses the original header and footer settings of the document.
  • Yes—renders the headers and footers of the document.
  • No—doesn't render the headers or footers of the document.
• Include gridlines*—renders the gridlines between rows and columns in the spreadsheet, the default for this field is set to Yes. The options are:
  • Original setting—uses the original gridline settings of the document.
  • Yes—renders the gridlines between rows and columns in the spreadsheet.
  • No—doesn't render the gridlines between rows and columns in the spreadsheet.
• Include borders*—renders the borders of the spreadsheet, the default for this field is set to Yes. The options are:
  • Yes—renders the borders of the spreadsheet.
  • No—doesn't render the borders of the spreadsheet.
• Unhide hidden worksheets*—displays hidden worksheets, the default for this field is set to Yes.
• Limit spreadsheet rendering to _ pages—images only the whole number value of pages entered in this field’s textbox. This value must be less than or equal to the maximum pages imaged per file value entered in the Native Imaging Options section above.
• Zoom Level % resets the zoom level for a spreadsheet. This value overrides the default settings internally stored in the file. The zoom level range is 10% - 400%.
• Fit to _ pages wide—resets the page width for a spreadsheet. This value overrides the default settings internally stored in the file.
• Fit to _ pages tall—reset the page height for a spreadsheet. This value overrides the default settings internally stored in the file.
• Formatting—determines the formatting of the spreadsheet with the following options:
  • Auto-fit rows—expands the dimensions of rows to accommodate their content. When you select these options, Relativity displays any hidden rows. This option is selected by default.
  • Auto-fit columns—expands the dimensions of columns to accommodate their content. When this option is selected, any hidden columns display. This option is selected by default.
  • Clear formatting in empty rows—clears the formatting from entire rows that do not have content in any of their cells and whose adjacent rows are both empty. This option does not remove the formatting from an empty cell that is a part of a row that has cells with content. With this option, the number of pages rendered is reduced.
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  • Clear formatting in empty columns—clears the formatting from entire columns that do not have content in any of their cells and whose adjacent columns are both empty. This option does not remove the formatting from an empty cell that is a part of a column that has cells with content. With this option, the number of pages rendered is reduced.
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• Text Visibility—determines the visibility of the text in a spreadsheet through the following options:
  • Remove background fill colors—removes background color and ensures that any hidden text or rows formatted to match the background color appear.
  • Set text color to black—displays the font color of text as black and ensures that any hidden text appears, such as text with a white font on a white background.

Note: If an Excel spreadsheet contains comments, those comments appear on a separate page after Relativity renders the spreadsheet. Also, native imaging clears any filters set in a spreadsheet.

• Orientation*—determines the orientation of the email when it's rendered, the default for this field is set to Portrait. The options are:
  • Portrait—selects a standard portrait display in which the height is greater than the width.
  • Landscape—selects a standard landscape display in which the width is greater than the height.
• Resize images to fit page*—modifies the image sizes to make them compatible with the page size. Select Yes for resizing. Select No to prevent resizing. The default for this field is set to Yes.
• Resize tables to fit page*—modifies the table sizes to make them compatible with the page size. Select Yes for resizing. Select No to prevent resizing. The default for this field is set to Yes.
• Split tables to fit page*—wide tables are split and re-printed on a new line when they are imaged, so no content is lost. Select Yes to split tables. Select No to prevent table splitting. The default for this field is set to Yes.
• Download images from Internet*—download images from the Internet. This option also applies for Word files. The default for this field is set to Yes.
• Clear indentations*—removes the tabs from e-mail threads to improve their display. Select Yes to prevent the entries in the thread from aligning too far to the right. Select No to keep tabs in email threads. The default for this field is set to No.
• Detect character encoding*—analyzes text in the email body to determine the best language encoding to use during imaging. Select Yes for the native imaging engine to determine the language encoding to use during imaging. Select No for the character encoding specified in the email header metadata to set the language encoding used during imaging. The default value is set to Yes.
• Display SMTP addresses*—renders SMTP addresses for To, Cc, and Bcc fields instead of Microsoft Exchange information. Select Yes for rendering. Select No to prevent rendering. The default for this field is set to No.
• Show message type in header*—adds text in the header identifying the image as a message, appointment, distribution list, etc. Select Yes for the addition of text. Select No to prevent the addition of text. The default for this field is set to No.

Note: Imaging email settings do not affect emails with a native file type of MHT within Processing application. See Processing profiles.

• Show track changes*—renders any markups added to the document through the Track Changes feature in Word, the default for this field is set to Yes. The options are:
  • Yes—renders the document’s markups.
  • No—doesn't render the document’s markups. No is the default.
• Page Orientation*—determines the rendered page orientation of Word files, the default for this field is set to Original setting.
  • Original setting—retains the original page orientation.
  • Portrait—renders the imaged Word file in portrait mode.
  • Landscape—renders the imaged Word file in landscape mode.
• Show—determines which additional document attributes to render. The options are:
  • Comments—renders any comments added to the document through the Review feature in Word.
  • Field codes—renders the field that Microsoft Word used as a placeholder for potentially changing data rather than the actual data in the document. Selecting Show Field Codes shows all field codes when imaging Word documents with the native imaging profile. If any Word field codes associate with a rendering option other than Show Field Codes or Document Default are linked to the native imaging profile, that behavior overrides this setting. See Microsoft Word field code considerations.
  • Hidden text—renders any comments or directions added to the text of a document through the Hidden text feature in Microsoft Word. Selecting this makes the hidden text specified in the Microsoft Word file visible in the same manner as the normally-entered text.

• Show Comments—renders any comments added to the document through the Review feature in Word.

• Show track changes—renders any markups added to the document through the Track Changes feature in Word, the default for this field is set to No. The options are:
  • Yes—renders the document’s markups.
  • No—doesn't render the document’s markups.

• Show speaker notes*—renders the slide at the top of the page and the speaker’s notes at the bottom. If you select Yes, the orientation of the presentation is portrait. If you select No, the orientation is landscape with the slide only. The default for this field is set to Yes.

• Slide Orientation*—determines the rendered page orientation of slide files. If you have "show speaker notes" selected, the image orientation is in portrait mode to accommodate the notes. The default for this field is set to Original setting.

• Original setting—retains the original page orientation.
  • Portrait—renders the imaged PowerPoint file in portrait mode.
  • Landscape—renders the imaged PowerPoint file in landscape mode.

Note: Native imaging unhides any hidden slides in a presentation.

• Show speaker notes*—renders the slide at the top of the page and the speaker’s notes at the bottom. If you select Yes, the orientation of the presentation is portrait. If you select No, the orientation is landscape with the slide only. The default for this field is set to Yes.
• Comments—renders any comments added to the document through the Review feature in PowerPoint.

• Remove non-breaking space (NBSP) codes*—removes long rows of non-breaking spaces (NBSP) codes. These prevent the text from wrapping properly. Native imaging automatically formats page breaks without cutting text or margins when rendering HTML as PDF. The default for this field is set to No.