

This quick reference guide contains basic workflows for setting up the following:
For more detailed information, see the Analytics section of the documentation site.
The setup for running email threading is comprised of five components:
Your template should already have the fields listed below, so you may not need to create these fields. However, if you plan on using email threading with multiple structured analytics sets, you must create these relational fields for each structured analytics set (SAS).
Field name | Field type | Relational? |
---|---|---|
Email Duplicate ID | Fixed-length text | Yes |
Email Thread Group | Fixed-length text | Yes |
For icons, download the relational icons zip file.
Use the following conditions and fields to create the saved search used for email threading. You do not need to set a sort order on this search.
Search Name
There is no recommendation for the saved search name. Follow your team’s normal protocol for naming searches.
Conditions
Fields
Any fields are acceptable. As a quality control step, we recommend including the fields that will be mapped on the analytics profile as there may be fields that are named similarly that could lead to errors. We also recommend reviewing the Parent Document ID field. The field should be populated for children and empty for parent documents.
The analytics profile is where you map the fields containing input information for email threading. Map the fields as follows:
Profile field name | Mapped document object field |
---|---|
Email from field: | Email From |
Email to field: | Email To |
Email cc field: | Email CC |
Email bcc field: | Email BCC |
Email subject field: | Email Subject |
Email date sent field | Email Date/Time Sent |
Parent document ID field: | Parent Document ID |
Attachment name field: | File Name |
Conversation ID field: |
DO NOT MAP |
Here are the steps and choices for creating a structured analytics set.
Structured Analytics Set Information
Email Headers
Email threading
Optional settings
Once you run the structured analytics set, create the following views to view the results of your email threading operations. There are two document list views and one relational items view.
This view returns emails that have been threaded along with any duplicate spares and family members.
Fields
*Fields marked with an asterisk are not required for an email threading view, but they will be helpful for viewing duplicate spares.
Conditions
Sort
Group Definition
Fields
Conditions
Create the following saved search, and then associate the search with the view using the Saved Search condition.
Sort
Group definition
The Relational Items View is located within the viewer and is used to navigate to documents within a specific thread. The view is associated with the Email Thread Group relational field.
Fields
Conditions
Sort
The setup for running textual near duplicate identification is comprised of four components:
Your template should already have the fields listed below, so you may not need to create these fields. However, if you plan on using TND within multiple structured analytics sets, you must create these relational fields for each structured analytics set.
Field name | Field type | Relational? |
---|---|---|
Textual Near Duplicate Group | Fixed-length text | Yes |
For icons, download the relational icons zip file.
Use the following conditions and fields to create the saved search used for TND. You don’t need to set a sort order on this search.
Search Name
There is no recommendation for the saved search name. Your team’s normal protocol for naming searches will work here.
Conditions
We recommend not setting an extracted text size on the search. As a result, all documents without text are grouped together, which can help you identify documents that don’t have text but should.
Fields
Any fields are acceptable.
Here are the steps and choices for creating a structured analytics set.
Structured Analytics Set Information
Textual Near Duplicate Identification
Optional Settings
A document list view and a relational view can be set up after the structured analytics set has been run.
Fields
Conditions
Sort
Group Definition
The Relational Items View is located within the viewer and is used to navigate to documents within a specific thread. The view is associated to the [SAS Prefix]::Textual Near Duplicate Group field.
Fields
Conditions
Sort
The setup for running email threading and TND together is comprised of five components:
The template should already have the fields listed below so there may not be a need to create these fields. However, if you plan on using multiple structured analytics sets, you will need to create these fields for each structured analytics set.
Field name | Field type | Relational? |
---|---|---|
Email Duplicate ID | Fixed-length text | Yes |
Email Thread Group | Fixed-length text | Yes |
Textual Near Duplicate Group | Fixed-length text | Yes |
For icons, download the relational icons zip file.
Here are the conditions and fields for the saved search that will be used for email threading and TND. It is not necessary to set a sort order on this search.
Search Name
There is no recommendation for the saved search name. Your team’s normal protocol for naming searches will work here.
Conditions
No conditions are set for this search as you want to include all attachments and all loose files.
Fields
Any fields are acceptable. As a QC step, we recommend including the fields that will be mapped on the analytics profile as there may be fields that are named similarly that could lead to errors.
The analytics profile is where you map the fields containing input information for email threading. Map the fields as follows:
Profile field name | Mapped document object field |
---|---|
Email from field: | Email From |
Email to field: | Email To |
Email cc field: | Email CC |
Email bcc field: | Email BCC |
Email subject field: | Email Subject |
Email date sent field | Email Date/Time Sent |
Parent document ID field: | Parent Document ID |
Attachment name field: | File Name |
Conversation ID field: |
DO NOT MAP |
Here are the steps and choices for creating your structured analytics set.
Structured Analytics Set Information
Email Headers
Email Threading
Textual Near Duplication
Optional Settings
Refer to the Email threading only and Textual near duplicate identification only sections for creating views.
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