Productions

The Nebula Productions page displays the collections exported to Production. Collections can be downloaded as a zip file.

For more information about the production process, see the Creating a Nebula Production Set.

To view the Productions page

  1. Click Review > Productions & Exports > Productions.

Action icon

  • Details: Opens the Export Details page.
  • View Documents: Opens the documents in the productions in the Review Documents List.
  • Edit: Opens the Edit Production dialog box.
  • Clear: Opens the Clear [production name] dialog box.
  • Delete: Opens the Delete [production name] dialog box.
  • Export Production: Opens the Productions dialog box.
  • Lock: Opens the Lock [production name]? dialog box. Available only for unlocked productions. (When a production is locked, the Action icon reduces to Details, View Documents, Unlock, and Refresh)
  • Unlock: Opens the Unlock [production name]? dialog box. Available only for locked productions.
  • Create ZIP: Generates a zip file of the documents in the production.
  • Object Security: Opens the Object Security dialog box.
  • Burn Excel Redactions: Opens the Burn Excel Redactions dialog box.
  • Burn Media Redactions: Opens the Burn Media Redactions dialog box.
  • Refresh: Updates the Productions list.

To add a production

  1. Click Review > Productions & Exports > Productions.
  2. In the Productions menu bar, click New Production.
  3. On the New Production dialog box, do the following:
    • Enter a production Name (for example, Prod001, Prod002, ...)
    • Select the Markup Set for the production.
    • Enter aDescription for the production.
    • Select the level of Privacy for the production.
    • Public: All users.
    • Custom: A group of predefined users.
    • Owner: Only the user who created the production.
  4. Click Add.

To view the details of a production

  1. Click Review > Productions & Exports > Productions.
  2. On the Productions page, locate and double-click the production set with the details you want to view.
  3. On the Export Details page, view the following:
    • Name
    • Description
    • Id
    • Type
    • Created Date
    • Updated Date
    • Document Count
    • Markup Set
    • Type
    • Modified Date
    • ZIP file
  4. In the Output Tasks list, view the following:
    • Id
    • Name
    • Status
    • Update Date
    • Output Type

    Action icon

    • Details: Opens the View Task[#] dialog box.

  • Delete: Opens Output Task dialog box.
  • Restart: Opens the Productions dialog box.
  • Refresh: Update the Output Tasks page.

To edit a production

  1. Click Review > Productions & Exports > Productions.
  2. On the Productions page, locate the production set with the details you want to edit, click its Action icon and select Edit.
  3. In the Edit Productions dialog box, edit the Name, Markup Set, and Description as necessary.
  4. Click Edit.

To clear the documents from a production

  1. Click Review > Productions & Exports > Productions.
  2. On the Productions page, locate the production set with the documents you want to clear, click its Action icon and select Clear.
  3. In the Clear [Name]? dialog box, click Proceed.

To delete documents from a production

  1. Click Review > Productions & Exports > Productions.
  2. On the Productions page, locate the production set with the documents you want to delete, click its Action icon and select Delete.
  3. In the Delete [Name] dialog box, click Proceed.

To export a production

  1. Click Review > Productions & Exports > Productions.
  2. On the Productions page list, locate the production set with the documents you want to export, click its Action icon and select Export Production.
  3. On the Productions dialog box, in the Configuration section, enter the Name of the production.
  4. Select the Output Format ( CSV, Concordance, or Summation).
  5. Use the Output Folder section to configure the output location and create a folder location on the KLDiscovery network by doing the following.
    • Select the Charset.
    • Enter the name of the Output Folder. (We generally recommend creating a folder called Productions in the Output location.)
    • Choose file types to Include in the production:
      • Natives (for all Native files)
      • Text
      • Images
      • Export as PDF
    • Select the Endorsement Profile.
    • Select the Markup Set.
    • If you want to include highlights in images, select IInclude Highlights.
  6. Open the Renumber section.
  7. If custom numbering is desired, clear Use Control Number and specify the Sort By, Bates Prefix, Bates Start, and Number of Digits and to sort by either Ascending or Descending order.
  8. Open the Metadata section.
  9. Define metadata fields for exported load file. Fields are template based; there will be several default templates to choose from, or a new template can be created from scratch or by cloning a default template.
  10. Enter a Name for the new profile.
  11. In the Scope drop list, select the scope.
  12. Select from the AVAILABLE FIELDS list the metadata to include in your profile view using the following:
  13. : Add to display

    : Add all to display.

    : Remove from display.

    : Remove all from display.

  14. Arrange the order of metadata according to the sorting order you want used on the Document List with the following:
  15. : Move selected metadata up a row.

    : Move selected metadata to the front of the list.

    : Move selected metadata down a row.

    : Move selected metadata to the end of the list.

  16. Rename fields as necessary by clicking the NAME of a field.
  17. Open the Options section.
  18. Select the Date Format, Time Format, and Time Zone.
  19. Select or clear to Distribute Exports.
  20. Select how to Save Export Image.
  21. Select or clear Save Exported Images
  22. Click Save.
  23. Click Export.

To lock a production

  1. Click Review > Productions & Exports > Productions.
  2. On the Productions page, locate the production set you want to lock, click its Action icon and select Lock.
  3. On the Lock [production name]? dialog box, click Proceed.

To unlock a production

  1. Click Review > Productions & Exports > Productions.
  2. On the Productions page, locate the production set you want to unlock, click its Action icon and select Unlock.
  3. On the Lock [production name]? dialog box, click Proceed.

To create and download a zip file of the documents in the export

  1. Click Review > Productions & Exports > Productions.
  2. In the Productions list, locate the export with the files you want to zip, click its Action icon and select Create Zip.
  3. To view the status of the task, click the Notifications icon and view the Zip Export.
  4. In the Productions list, locate the export you zipped and click its Download icon .
  5. Note: Zip files can also be downloaded from the Details page by clicking the Download icon in the header.

  6. On the Download Export dialog box, click Download.
  • To download a zip file from Notifications

    1. In the Nebula tool bar, click the Notifications icon .
    2. On the Notifications dialog box, locate the Zip Export and click the Download icon .
    3. On the Task dialog box, in the Download Items section click the Download icon .

    To recreate a zip file of the documents in the export

    1. Click Review > Productions & Exports > Productions.
    2. In the Productions list, locate the previously zipped production you want to work with, click its Action icon and select Recreate Zip.
    3. On the Recreate ZIP of export [production name] dialog box, click Proceed.
    4. To view the status of the task, click the Notifications icon and view the Zip Export.

    To set the object level security for a production

    1. Click Review > Productions & Exports > Productions.
    2. On the Productions page, locate the production set you want to work with, click its Action icon and select Object Security.
    3. Complete the Object Security dialog box.

    To refresh a production

    1. Click Review > Productions & Exports > Productions.
    2. On the Productions page, locate the production set you want to refresh, click its Action icon and select Refresh.