How profiles work with Production Sets
This section covers:
How you use profiles in general
How to use an Imaging Profile
How to use a Production Profile
How you use profiles in general
Use profiles you create throughout Nuix Workstation to assist you in running consistent processing tasks. Profiles are a way to gather information for runtimes that you frequently use. Creating a profile can be helpful if you are working on different types of cases. Using profiles makes for a more consistent workflow as you can use the same information across multiple Nuix Workstation applications. This works particularly well for evidence processing and export settings as well as individual Workbench layouts.
Profiles are designed to be used one by one in a sequence or used together as a last step. You select profiles to use from the Profile Selector in the Configuration menu.
In all instances, a Production Profile is impacted by how it interacts with an Imaging profile. Other functions, such as redaction, also depend on the use of an Imaging Profile.
How to use an Imaging Profile
An Imaging Profile is a template you use to determine certain rules when imaging items. The template enables items to convert to soft copy printed images (in PDF form) or slip sheets. You use Imaging Profiles from the following areas in Nuix Workstation:
Printed Image tab in the Preview Pane
Items menu's Create Production Set option > Production Set option
Items menu's Populate Stores option
Legal Export function
Depending on your license, you can also create printed images during an initial ingestion of items.
View printed images in the Printed Image tab
The Printed Image tab is available in the Preview pane for each item you select in the Results pane. This tab displays a printed soft copy (in PDF form) of the item, allowing you to review the item as it would look when printed. The printed image comes from the printed image store if it exists. If it does not exist in that store, then a new image is generated based on the default image profile.
Populate an image store
Generating a printed image version of an item is known as 'populating the image store'. This also enables storing a binary copy of each item in the Derby database if you did not select that option during evidence processing.
When a printed image of an item is created, it saves to the printed image store. This is the version Nuix Workstation uses when viewing, endorsing, or exporting the item. Then you can also:
Overwrite this version, by selecting Regenerate printed images when performing subsequent imaging processes.
Retain the current printed images, by ensuring you do not select the Regenerate printed images option.
The benefit of populating the stores before exporting provides the opportunity to find and fix errors. To populate image stores:
Select the required items from the Results pane, then right-click and select Populate Stores.
Select the stores you want to generate as follows:
Populate binary stores: To create a binary stream copy of the item which is used to generate a copy of the original item.
Populate printed image stores: To create a printed image version of the item.
Select the required options:
Regenerate the existing printed image that may be in the store by selecting the Regenerate printed images option.
To not export natives of slip-sheeted items.
Select the required Imaging Profile to control the print setting for the items.
Click Parallel Processing Settings to select the required number of local workers to use for the print operation.
When the populating stores' process is complete, view the status using the Printed Items filter in the Filtered Items pane.
This view enables you to see if the selected items printed, the text converted, was user-generated, OCR-generated, slip-sheeted with issues printing, or not printed at all.
Items that encounter issues during PDF generation then list in the Unprintable folder.
How to use a Production Profile
Production Profiles enable you to prepare items for a legal export. You can use them to manage header and footer stamping, redactions, and setting TIFF or JPEG resolutions and formats. Most of the actions in a Production Profile are applied to items that are already printed using an Imaging Profile or optionally set to print. A Production Profile is applied on top of an Imaging Profile. You can use multiple Production Profiles for one Imaging Profile.
The legal export process allows you to choose your own settings instead of those in profiles. If chosen, these settings override the settings in profiles. For example, if you create a profile under the Imaging and Production tab, your numbering settings are impacted by the profile, and override any other settings you may have previously been using. The same is also true if you are using a Production Profile to perform a legal export.
For more details, see the Create a Production Profile section in Configure profiles used for repetitive processes in the Nuix Workstation User Guide.