Manage a Survivorship Model for Export as a Template

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

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

If you have the appropriate permissions and permissions to manage Organization-level templates, you can 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).

When you select a template type from the Organization Settings, a user with the appropriate permissions can use the top-level Templates context menu to perform the following action:

  • Create a template by clicking the (New Template) option, which launches the New Template dialog.

For a selected template, a user with the appropriate permissions can click the ellipses and use the context menu to perform the following actions:

  • Save to Template – Launches the Save to Template dialog, which enables you to save current settings to an available template, or select New Template, which launches the New Template dialog.
  • Load from Template – Launches the Load from Template dialog, which enables you to load the settings from a System template or Organization template you select using the option. The loaded settings and fields then appear.
  • Select Set As Default, which marks the selected template as the default template. This is not available for the Default template of a given type, or for any other template already set as the Default.
  • Edit – Launches the Edit Template dialog, which enables you to edit the template name and/or description of the selected template.
  • Delete – Delete a template, which causes the display of a popup asking you to verify the deletion of the template from the Organization.

You can perform the following actions for Survivorship queries in a template:

  • 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 bybcc::<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.