Manage a Project Survivorship Model for Export

Home > selected Project > menu or right-click > Settings > eDiscovery > Survivorship Model
Project > Settings drop-down > Project Settings > eDiscovery > Survivorship Model

Requires Project - Survivorship Model - View, Add/Edit Permissions

If you have the appropriate permissions, you can view and manage the Survivorship Model used for document deduplication at Export (email or non-email deduplication). This model provides a list of queries you supply in a given order (which indicates priority). The order dictates the rules for retaining a higher-priority document duplicate over a lower-priority document duplicate at Export.

When a document matches more than one of the queries, it is assigned the priority of the query it matched first (using the query Execution Order).

As with other types of Project settings, you can manage the Survivorship model in a template (saving to a template or loading from a template). A Project can have one Survivorship Model.

You can perform the following actions for Project Survivorship queries:

  • Specify the queries you want to use for the dedupe survivorship. Type a query in the supplied boxes and continue to add queries as needed.
  • Dictate the order in which to execute the search queries.
  • View a list of the current queries that specify survivorship.
  • Edit the queries.
  • Add more queries.
  • Delete entries other than the first entry. (You can clear it but not delete it.)

Survivorship Model Options

By default, the model includes text boxes to accommodate search queries that you specify in a given order.

Note: The maximum length for a Survivorship Model query is 1024 characters.

Once you add your queries, you can adjust the queries and the order in which they are executed as needed (that is, just make sure you define the appropriate query in each box).

  • Deduplicate by <Enter query here...> — Enables you to specify a query to use for email deduplication. This first query has top priority and is the first query executed.You can clear but not delete this entry.
  • Then by <Enter query here...> — Enables you to specify a second query to use for email deduplication. This next query is executed after the first query. Once you type in this query, another query line appears. You can continue adding as many queries as needed.
  • — Enables you to delete an entry in the model.

Example

  • Deduplicate by bcc::<exists>
  • Then by messageid::<exists>

Note: If the Export Duplicates Processing option Remove Duplicates from Export and Load File is set, you can view the export_view_dupe_priority metadata field to see the deduplication priority associated with a document subject to Export.

Survivorship Model: Save or Discard Changes

If you do not save your changes before navigating away, you will be prompted to either save your changes and continue navigating away, discard your changes and continue navigating away, or cancel your changes and remain in the current location.

  • Save – Saves your changes to the Survivorship Model queries .
  • Discard Changes – Discards your changes to the Survivorship Model queries.

Survivorship Model: Save to and Load from Template Options

If you have the appropriate permissions, you can save your Survivorship Model queries to a template or load the settings from a template. To do this, click the ellipses to the right of Survivorship Model in the tree of eDiscovery Project Settings, as follows:

Note: Save to and Load from operations for this setting observe an "overwrite" behavior. For example, for a Load from operation, your current settings are replaced by the settings from the selected template/settings. Note that some settings, such as Patterns, Tags, Domain Lists, Alias Lists and Excluded Content observe an "append" behavior instead.

  • Save to Template - If you have Add/Edit permissions to Survivorship Model templates in the Organization, you can use the Save to Template option to save your current settings to a selected Organization template. You can either select an existing Organization template (including the Default Survivorship Model template), or you can select the top-level (New Template,) which launches the New Template dialog.
  • Load from Template - If you have Add/Edit permissions to Survivorship Model queries in the Project, you can use the Load fromTemplate option to load settings from a selected template (from a list of available Organization templates). The loaded settings then appear and are saved automatically. Note that loading from a System template requires System-level View permission for a given Setting. (This means you must be a System User in a role with at least View permission to see a list of System templates for a particular type of template.)