TABLE OF CONTENTS






Custodians

Custodian refers to any identified user who may have data relevant to a case under consideration during electronic discovery. This can include electronically stored information (ESI) on employee or management computers, and can refer to computers, shares, email, or other public repositories associated with the user.

 

 



Managing Custodians

FTK Central allows you to add custodians, import custodians via CSV files, import custodians from active directories, add data sources to the custodians, and also to edit or delete them as required.

Adding Custodians

To add a custodian:

  1. From the home page, click Data Sources.
    • The Manage Custodian page is displayed.

2. Click Add Custodian.

  • The Add Custodian Details pop-up is displayed.

3. Enter the custodian’s First Name, Middle Initial and Last Name.

4. Click Upload and add the profile picture of the custodians.

5. Provide a Username of the custodian.

6. Enter the custodian’s Email Address.

7. The network Domain to which the custodian belongs.

8. Enter the custodian’s Employee ID.

9. The Notes Username of the custodian as it appears in their Lotus Notes Directory.

10. Click Save.


 

 

Importing Custodians from CSV

You can also import a list of custodians into the system from a CSV file. 

To import custodians from CSV:

  1. From the home page, click Data Sources.
  2. Click Import from CSV.
    • The Import Custodian(s) from CSV pop-up is displayed.

3. Click Select files.

4. Select the required file or drag and drop the file to be uploaded.

5. Choose if you want the entries in the CSV to overwrite the information of existing custodians.

6. Click Import.



Note:  You can also click on Download Template and fill in the necessary details and upload to import them to the application.


 

  

Importing Custodians from Active Directory (AD)

You can also import custodians from Active Directory. The custodian information is automatically taken from the Active Directory. However, you can edit the custodian information later if required. 

Warning: You must perform the Active Directory configuration before proceeding to import custodians from it.


 

To import custodians from an Active Directory:

  1. From the home page, click Data Sources.
  2. Click Import from AD.
    • The Import Custodian From Active Directory pop-up is displayed.

3. Select the Search/Browse Depth as required.

  • Immediate Children – Select this to take the immediate subfolders of the specified path and import each of those subfolders’ content as a unique evidence item. You can automatically create a custodian based on the child folder’s name (if the child folder has a first and last name separated by a space) and have it associated with the data in the subfolder.
  • All Children – Select this to take all the folders of the specified path and imports all the files.

4. Select the Active Directory.

5. Select the custodians from the right-pane.


Note:  You can also search and select the required custodians.

 

 

6. Click Add to Import List. 

  • The selected users will be displayed in the Import List section.


 7. Click Check For Conflicts.

 

 

8. Click Import.


 

 

To import additional active directory column:

  1. Click Add AD Column to add additional information to the Active Directory.

 

  • The Active Directory Column Management pop-up is displayed.

2. Click Add new.

  • The below screen will be displayed.

3. Enter the Alias name for the Active Directory.

4. Select the AD Field from the drop-down.

5. Enable the Searchable checkbox to make the column searchable.

6. Enable the Hidden checkbox to hide the column for the users.

7. Click Import .


 

Editing Custodians

To edit a custodian information:

  1. From the home page, click Data Sources.
  2. Click Edit against the custodian to be edited.
  3. Make the necessary changes.
  4. Click Save.


 

Deleting Custodians

To delete a custodian:

  1. From the home page, click Data Sources.
  2. Click Delete against the custodian to be deleted.
    • The Please confirm pop-up is displayed.

    3. Click YES.

 


Note:  You can also perform bulk deletion of the custodians, by enabling the checkbox against it and clicking on Delete .





 
 

Mapping Data to Custodians

Data Mapping is the process of associating custodians with the data sources applicable for them. You can associate one or more data sources to a custodian. 

To map data sources for a custodian:

  1. From the home page, click Data Sources.
    • The Manage Custodian page is displayed.

2. Select the required custodians from the list.

 


 

3. Click Data Mapping.

  • The Data Mapping – Custodians page is displayed.

4. Click the associate data source icon for the required data source.

  • The map data source pop-up is displayed.

5. Select any of the existing data source.

6. Click Save.


Notes:  
  • You can also create a new data source by clicking the Add button from the map data source pop-up.
  • You can associate a custodian to more than one data source types.
  • Additionally, while reviewing you can view two additional columns to see which custodian is associated to a document (Custodian) as well as other custodians who have held a deduplicated document (AllCustodian). While these columns have been introduced, the review mode will not relist any deduplicated documents for each custodian, rather just the first custodian associated.





Managing Active Directory Group

FTK Central allows you to group more than one Active Directories under one group to organize it easily. Linking multiple active directories with similar requirements under one group makes it easier to provide permissions and manage them.

Adding Active Directory Group

To add an active directory group:

  1. From the home page, click Data Sources.
  2. Navigate to the Active Directory Group tab.
  3. Click Add Active Directory.

 

  • The Add Active Directory Group Details page is displayed.

4. Provide a name for the active directory in Group Name.

5. Provide a Description for the group.

6. Click Save.

 




Notes:  
  • From the Active Directory Groups section, you can select a group and click Add  against it to add a sub-group to it.
  • From the Active Directory Groups section, you can select a group/sub-group and click Edit  to update the information.
  • From the Active Directory Groups section, you can select a group/sub-group and click Delete  to remove it.

Associating Active Directories

Associating custodians with active directory group

To associate custodians to an active directory group:

  1. From the home page, click Data Sources.
  2. Navigate to the Active Directory Group tab.
  3. Click on the required active directory group/sub-group.

 

4. Click Associate Custodian(s).

  • The Map Custodians pop-up is displayed.

5. Select the required custodians by enabling the checkbox against them.

6. Click Save.
 

 

Associating computers with active directory group

To associate computers to an active directory group:

  1. From the home page, click Data Sources.
  2. Navigate to the Active Directory Group tab.
  3. Click on the required active directory group/sub-group.

 

4. Click Associate Network Share(s).

  • The Map Network Shares pop-up is displayed.

5. Select the required custodians by enabling the checkbox against them.

6. Click Save.
 

 

Associating custodians with active directory group

To associate custodians to an active directory group:

  1. From the home page, click Data Sources.
  2. Navigate to the Active Directory Group tab.
  3. Click on the required active directory group/sub-group.

 

4. Click Associate Computer(s).

  • The Map Computers pop-up is displayed.



5. Select the required custodians by enabling the checkbox against them.

6. Click Save.