Introduction

Nuix Workstation is a complete and scalable off-the-shelf solution for processing, investigating, analyzing, reviewing, and producing data. The core of Nuix Workstation is an advanced processing engine that interrogates virtually any data set such as email messages, hard disks, and disk images. It indexes the results in all forms of unstructured information and in any language. It can process complex proprietary formats such as IBM Notes, Microsoft Exchange, Microsoft SharePoint, webmail, and forensic images and makes them available for immediate analysis.

You can create new cases and add evidence to existing cases, specifying the files, directories, or mail stores you want to add to the case. Nuix Workstation then ingests the items and processes them, adding Nuix metadata and indexing them for search, analysis, review, and export tasks.

After you create a case, ingest case data and you can search through the body of evidence to find information of your interest. This information can be analyzed using a variety of analysis tasks, from analyzing the file types that were processed in a case to looking for themes or patterns of communication between key custodians.

Once evidence is analyzed, you can review and tag the case evidence. You can perform ad hoc investigative reviews, searching for inappropriate content or items relevant to a possible legal action. You can construct review jobs and work linearly to review each and every item in a case, tagging or commenting on them as needed. Once you have investigated the evidence, Nuix Workstation provides ways to export the evidence to the required format. In addition, a comprehensive case history is available including information on how the application is being used and logs on case events.

About this guide

This Nuix Workstation User Guide describes how to use the product with practical tips and best practices for using Nuix Workstation efficiently and effectively. This guide is organized into chapters that follow an end-to-end eDiscovery workflow and includes task-based instructions for activities such as creating a case, loading case data, searching, analyzing, reviewing, and exporting.

The following products are similar to Nuix Workstation with some features disabled, based on the type of license you have: Nuix Email Archive Examiner

Nuix Investigation and Response

Intended audience

The intended audience for this guide is:

Attorneys interested in quickly and easily assessing the facts and merits of any case they are presented with.

Corporate and law enforcement investigators who explore and analyze their own corporate data as part of internal investigations or as precursors to litigation.

Cybersecurity experts who need to protect their systems.

Litigation support specialists who process, search, and export large client datasets at speed and scale.

FIPS mode and non-FIPS mode

Nuix Workstation, as well as the Nuix Engine, Nuix Management Server, Nuix Imager, and Nuix Cloud License Server are all available in FIPS mode on Windows OSs. FIPS mode allows US government agencies and contractors to comply with US Federal Information Processing Standards for ensuring standards of computer security and interoperability. However, the non-FIPS mode is the default and works as usual, unless the application is provided with the switch to run in FIPS mode.

To configure your installation to use FIPS mode, refer to the Use FIPS or Non-FIPS mode? section in the Nuix Installation and Configuration Guide for full details regarding how to use the switch.

Note: Nuix Workstation is unable to operate in FIPS mode on a Linux OS.

Languages in which you can configure the UI

It is possible to set the User Interface of Nuix Workstation to any of the following languages: Arabic

Chinese (simplified) Danish

Dutch

French (for Canada) German

Hebrew Japanese Korean Polish Portuguese

Spanish (for Latin America and the Caribbean)

For instructions on how to configure your UI in your preferred language, see the Localize Nuix Workstation in a supported language section in the Nuix Workstation Installation and Configuration Guide.

Help topics

You can directly access the following linked topics which are also available in the Nuix Workstation software from the Help menu: Supported File Types

Nuix Metadata Fields

Nuix Search Queries and Syntax Application Command-line

As Nuix keeps adding functionality as well as fixing vulnerabilities and bugs, Nuix recommends that you download the most recent version of Nuix Workstation from the Nuix Customer Portal.

The following table lists, in alphabetical order, the titles of documents that detail a deeper level of information on how to use certain features of Nuix Workstation, with a description of each.

Title

Details how to...

Guide to Searching in Nuix Products

Use various techniques and search syntax to obtain accurate results when conducting searches in Nuix products that use the engine to run queries, namely Nuix Workstation, Nuix Automation and Nuix Investigate.

Nuix Connector for Microsoft Office 365 Guide

Use the connector that Nuix provides to support the ingestion of Microsoft Office 365 data into a Nuix case. The Nuix Connector, in conjunction with the Microsoft Graph API, allows investigators to access data from Microsoft Office 365 applications from Nuix Workstation and Nuix Imager.

Nuix Connector for Slack Guide

Use the connector that Nuix provides to support the ingestion of Slack data into a Nuix case.

Nuix Supported File Types

Find information on all the file formats that Nuix applications support and the various levels of support each file type provides.

Nuix Workstation Guide to Analyzing with Nuix NLP

Use Nuix NLP functionality in Nuix Workstation, so you can send items for NLP analysis and retrieve the results which automatically enrich the data in the case.

Nuix Workstation Guide to Automatic Classification of Evidence

Use the Automatic Classification feature in Nuix Workstation to direct a computer to automatically classify electronic evidence based on statistical analysis and machine learning techniques. This feature is built on Predictive Coding, also called 'Technology- Assisted Review' or 'Machine Learning' that is driven by eDiscovery. The feature's intuitive graphical user interface enables you, as an investigator to be more efficient with your time.

Nuix Workstation Guide to Configurating Distributed Workers

Configure and maintain a distributed processing network using the Nuix worker and master servers. Distributed Processing is a framework in which multiple computers work on the same programs to provide more capability. In Nuix Workstation, you achieve this by enabling various Nuix worker servers to contribute towards completing tasks such as processing, exporting, and optical character recognition (OCR).

This architecture requires a master server managing separate worker servers to handle individual tasks and provide the results of their tasks back to the master server. It requires at least two licenses with Nuix worker capabilities.

Nuix Workstation Guide to Using Elasticsearch

Use Elasticsearch with Nuix Workstation, being a guide designed for users already familiar with Elasticsearch, its workflows, and the tasks they might perform.

Elasticsearch is an open-source search engine based on Apache Lucene which Nuix Workstation uses for log analytics, full-text search, and operational intelligence use cases. Elasticsearch enables Nuix Workstation users to store, search, and analyze large volumes of data, which can be controlled in a distributed environment managed by multiple nodes to provide scalability and high availability.

Nuix Workstation Guide to Email Threading

Perform or generate a Cluster Run to identify email threads and their endpoints; and define a Metadata Profile to target email threads for generating a Cluster Run.

Nuix Workstation Guide to Extracting Named Entities

Configure named entities (objects resembling a specific data pattern) to extract intelligence from processed data. Nuix Workstation extracts and indexes these values for analysis. These values are recognized from matches based on pre-defined regular expression pattern searches utilized by Nuix Workstation.

Nuix Workstation Guide to OCR Processing

Perform Optical Character Recognition (OCR) either when ingesting data into Nuix Workstation, or after doing so; with the best way to customize an OCR Profile, set caching options, check the success of OCRed items, and perform post-OCRing tasks.

Nuix Workstation's Guide to Promote to Nuix Discover

Promote items from Nuix Workstation to an existing Nuix Discover® SaaS case, perform early case assessment, early data assessment, and cull data in Nuix Workstation.

Nuix Workstation Guide to using Production Sets

Configure a Production Set as part of a legal export, to prepare and quality check items according to specific requirements. Requirements can include assigning a numbering scheme to items so that each has a unique identifier you can reference through the life cycle of the case, and which can include a digitally imaged version of the native item.

Nuix Workstation Guide to Worker Side Scripting

Use Worker Side Scripting (WSS) code to modify and fine-tune how items are handled to perform specified actions as they get processed by workers- instead of using Nuix Workstation or Console script to call the API to notify Nuix Workstation to perform those actions. Scripts can inspect an item and notify the worker on how to proceed so that without any developer effort you can access threads that operate continuously across billions of items.

Nuix Workstation Guide to Working with Legal Exports or Load Files

Define a load file as source data for a metadata Import Profile; configure an accurate ingestion of a Concordance or Relativity load file as evidence into Nuix Workstation; perform a legal export; generate a pre-export summary; review exported files; and promote a legal export data to Nuix Discover.

Nuix Workstation Guide to Working with Portable Cases

Define tags for a subset of items derived from an active case and export it as a portable case to third-parties for review using those tags. When the reviews are complete, you then re-import the annotated portable case back into the main case.

This feature requires no add-on to be installed for reviewers to annotate the portable case.

Nuix Workstation Installation and Configuration Guide

Install and configure Nuix Workstation depending on your operating system; configure to use in FIPS mode or not; use with either Nuix Management System or Nuix Cloud License Server; and localize in your preferred language.

For those with SDK-development knowledge, our Nuix SDK site is a source of scripts and examples created and maintained by Nuix. This GitHub site does not require a logon.