Customer Zone FAQs

Zoom Installation

My installation failed. How can I find the cause?

The installation consists of the following:

Zoom Service installation (Equivio Zoom Services_Vx.x.x.x.msi) 

Zoom Web Installation (Equivio Zoom Web_Vx.x.x.x.exe)If installation of Zoom Service fails, check the log file, “ZoomServicesInstaller….txt”, created by the installer in the %temp% directory, by clicking Windows Start and entering “%temp%” in the Search Programs and files text box.

Open the log file and try to locate the listed cause of the failure. For assistance, send the log file to Equivio Support with a description of the problem.

After installation, login fails and “Server does not exist or access denied” is displayed. What do I do?The most common cause is that Zoom Engine Service did not start, or is not accessible due to permissions.

To verify: While logged in as Admin user, open Administrative Tools > Services and check whether the Equivio Zoom Engine Service is started. Verify that the logged-in user’s credentials are correct and the user has sufficient permissions.

If it is stopped, click Start and attempt to log into Zoom.FAQs%20 %20After%20Installation%20 %20Q2

Do I need to update the DSN when upgrading from 32bit?

If upgrading to Zoom v3.1 and using DSN to specify the connection to the Zoom database (in EZWindowsService.exe.config) or to Relativity (in the Integrator), the old 32bit DSN is not valid and must be replaced with a 64bit DSN. 

How do I download and upgrade to Zoom v4, Tab v3 and CS v1.5.4?

Zoom Quick Start Guide and Download InstructionsPreparation

1. Download the installation modules for Equivio Zoom v4, Zoom Tab v3, and Corporate Server v1.5.4 from the following links: Zoom Services_V4.0.msi Zoom Web_V4.0.exe Corporate License_V1.5.4.msi(the version of the “Equivio Corporate License_V1.5.4.msi” above has not changed since the last Zoom release) Use the user name and password below wherever prompted in the preparation and installation process:user name:         loadzoompassword:           kfar!3saba

All upgrades to v4.0 require a DB upgrade, using the upgrade tool that can be downloaded from: Tool/UpgradeTool_V4.0.0.1.zipDocumentationThe following Equivio Zoom documentation is available (via the links below) in the Customer Zone of the Equivio portal. An on time registration is required to access this zone.Download the latest versions of the following files as referenced in this document:

Release Notes:

Other Zoom documentation: Zoom v4.0:

Equivio Zoom User Guide

Equivio Zoom Technical Guide

Equivio Zoom Installation Guide

Equivio Zoom Hardware and Software Requirements

Email Guide

Review Feedback

Equivio Zoom Integration

Relativity Integration Guide and schemas 


The Zoom User Guide walks you through the steps for using Zoom. The Zoom Technical Guide explains the tasks of the Zoom Administrator and Case Manager.Equivio also offers live web training, which we recommend that you schedule with us as soon as possible. Please send us dates and times that are convenient for you. We recommend that the training sessions be scheduled on different days. The training contains sessions, of 1.5 hours each, for Zoom Analyze and Zoom Relevance.In addition, Computer-based Training modules for Zoom can be accessed in our Customer Zone of the Equivio website.

Upgrade Information

During an upgrade from Zoom 3.5 to 4.0, additional storage space will be necessary for the case database. The size of the database might increase significantly (up to 50%) due to changes in storing files metadata and keeping old tables. Equivio Support will provide scripts that can be used for deleting redundant data after your upgrade is completed and verified.

Upgrades from Zoom 3.5 or earlier require upgrading Zoom databases, using the latest version of the Upgrade Tool (instructions are below and the link is included in this document)Upgrade Tool

Please download the Zoom Database Upgrade Utility using the link in the Preparation section.

After installing the latest Zoom version, unzip “Upgrade” in your “<Zoom Installation Folder>oomService” folder, e.g., “C:Program Files EquivioZoomoomService”. The “Upgrade Tool” directory should be placed immediately below the “ZoomService” folder.

In SQL-Server:

Back up the EquivioZoom database and all individual Zoom case databases. A list of active cases can be found in the EquivioZoom database table, “ezm_cases”. 

The following files should have been backed up before upgrading the database. If not, make sure that they are backed up to the working version of the previous Zoom installation.<InstallationDir>EquivioZoomoomServiceEZWindowsService.exe.config<Installation Dir>EquivioZoomoomWebWeb.config<InstallationDir>EquivioZoomoomSearchServiceSearchWindowsService.exe.config

Run, as administrator: “ZoomUpgradeUtility.exe”.

In the “Zoom Upgrade application” window, unselect the “Backup Data” checkbox. The original databases were already backed up, as described in step 3.

Select your Current Zoom version and the Upgrade Version Destination field. Make sure that the Upgrade Version Destination matches the new Zoom version to which you want to update.

Click “Start” in the “Zoom Upgrade application” window.

Monitor the messages in the “Upgrade Progress Info” pane until the utility completes successfully.

Zoom Import

  • Import of PST or MSG files fail with error #217. What do I do?
    1. Verify that the installed Outlook version is 64 bit.
    2. Open the command line and register the ZoomRedemption.DLL in the Equivio Zoom Service folders as follows: Run regsvr32 from both C:\Windows\System32 and C:\Windows\SysWOW64. 
    3. Try to import the PST or MSG files again.
    4. If the error persists, change the login of the Zoom Service to the login of the current user.
    5. Restart the Zoom Service.
    6. Try to import the PST or MSG files again.
  • I cannot access a directory in the Import process. What do I do?FAQs%20 %20I%20cannot%20access%20a%20directory%20 %20Q22
    Change the user logged on the service (in Service properties, as shown in the window displayed below) to a user with permissions to access the data in Zoom installation and working directories. Or change the user in Cases > Edit case, in “File system permissions”, if this advanced option was used.FAQs%20 %20I%20cannot%20access%20a%20directory%20 %20Q22a 
  • How do I update files in Zoom after their text was changed in Relativity?Zoom will not automatically detect that the text of files was replaced in Relativity after they were already imported to Zoom.
    If Near-duplicates/Email Threads (ND/ET) and/or Batch Calculation (BC) was not already run:
    1. Open Zoom Manage > Import > Start > Advanced settings > Re-process policy.
    2. In order to “pick up” the changed text of files previously imported without errors, select the option “Process new files and re-process all”, as shown below.
    3. In Import > Start > Advanced filters, select filters for only the files that are new and have changed, and then re-run Import.
    FAQ%20 how%20to%20reimport%20docs%20reloaded%20in%20RelativityIf ND/ET was already run, the files must be deleted in order for Analyze to “pick up” them up again. There are two options:
    • Option 1:
    1. Delete the files using Zoom delete scripts:
    2. In Manage > Import > Start > Advanced settings > Re-process policy.
    3. Re-run Import (using a default re-process policy).
    4. Run Analyze an Advanced settings.
    • Option 2:
    1. Delete the files from ND/ET only and not from the entire case. Ask Equivio Support for assistance.
     If BC was already run:
    1. Delete the files, as described above.
    2. Re-run Import.
    3. Add the files to the existing load, in Manage > Relevance > Setup > Loads.
    4. Re-run Batch Calculation.
     Files with updated extracted text will be re-licensed, whether they are just re-imported, or deleted and imported.

Zoom Analyze

  • Should I perform the Zoom Analyze process before performing Zoom Relevance?Yes, most users run Analyze before Relevance for several reasons:
    • They can use the Search tools during training to find additional files and keywords and then view them as organized into EquiSets and email threads.
    • Relevance can use Near-duplicate and Email Threads information to make the Zoom training more efficient. For example, use Inclusive rather than internal emails for training.
    • Since running Analyze is typically “automatic” and less time consuming than Relevance, there is very little to gain from delaying it until after Relevance.
    • Relevance produces warnings according to Analyze results: when files in the same ND set / email set are tagged in a different way.
  • Are there performance considerations for running the Ignore Text feature?Yes. Ignore Text should be used cautiously, as it’s use may reduce the performance of file analysis.

Zoom Relevance

  • In Assessment, if it’s difficult to determine if a file is relevant, is it recommended to tag it as “Skip”?No. It is better to tag R or NR, when possible. In addition, when Zoom evaluates its training, this can help to assess how these files were processed. 
  • If a file contains very little text, is it recommended to tag it as “Skip”?No. Even very short files can impact Relevance results if they are readable and tagged as R or NR. 
  • How does low richness impact Relevance results?A case with low richness might take longer to stabilize and may require seeding. In addition, the error margins of the Recall statistics may be larger. 
  • How do I feed files with low Relevance scores back to Zoom to try to improve results?
    1. Create a tab-separated load file with the seed files. The first column consists of file paths (the path must be the same one as originally imported into Zoom), the second column is “2” for Not-Relevant and “4” for Relevant.
      For example: 
      C:\data\1.doc 4
      C:\data\Files\3.pdf 4
      C:\data\777.txt 4
    2. In the Relevance setup tab, select the Issues pane.
    3. In an issue row, click Seed documents.  
    4. Click the Add icon (+).
    5. Select the location of the load file. Click OK twice.  
    6. Update the classifier. 
      Note: If after step 7, the Issue is no longer stable, it is recommended to continue training until the Issue is stable. This is an optional step in order to to further improve results.
    7. Perform “Batch calculation” (if necessary, change the “Next step” to “Perform batch calculation”).
  • Should files, that are relevant based on numeric values such as dates and financial data, be tagged as Relevant?Relevance analysis is based on text only. The algorithm does not interpret and quantify numeric values displayed in the text. Relevance is able to “pick up” an employee number, phone number, a specific date in a specific format, and so on. However, assuming that a file does not contain other relevant features, tagging a file as Relevant based on the fact that, for example, a date falls within the timeframe in question, or a dollar amount is within a range of figures searched by the Reviewer, can “throw the system off”. 
  • Should scanned Excel docs in PDF format be treated differently than native Excel docs?No. These files should be tagged the same as native Excel files. 
  • How do spreadsheets affect Relevance training?Relevance analysis is based on text only. The algorithm does not interpret and quantify numberic values displayed in the text. Relevance is able to “pick up” an employee number, phone number, a specific date in a specific format, and so on.However, assuming that a document does not contain other relevant features, tagging a file as Relevant based on the fact that, for example, a date falls within the timeframe in question, or a dollar amount is within a range of figures searched by the Reviewer, can “throw the system off”.If a spreadsheet contains relevant numeric text, for example: an exact date, social security number, phone number, area code, or amount paid on a receipt, it should be marked as Relevant. If the spreadsheet contains numbers that are not meaningful (adding “noise” to the Classifier), but with relevant headers, it is recommended to mark the file as Skip and to create a dummy with headers only, for the purpose of seeding the issue. 
  • How often should tagging inconsistencies be checked?
    1. After at least seven Training rounds following Assessment, check tagging consistency in Relevance > Track > Issue > Detailed Results > Training Progress.
    2. If the Training quality indicator (traffic light) is yellow or red, it is usually recommended to train inconsistencies. In Relevance > Track, change the Next Step for the issue name  to “Tag inconsistencies”.
    3. In the Relevance > Tag, files that may have been tagged inconsistently are displayed, reviewed and re-tagged if necessary.
  • In what order are super and sub-issues processed in interactive tagging?The decision on which issue to select for the next iteration is based on a prioritization algorithm that considers multiple factors including the number of iterations performed so far, the stability level, the chance to reach stability, and richness.Running more iterations for the super issue first and then running iterations for the sub-issues is usually the correct choice (Relevant files from the super issue usually help the sub-issues to start from a better point).To control this (or if the super issue becomes even more dominant in another 10 or more iterations), set it to “Idle” for several iterations (e.g. 10). 
  • How do I perform feedback after completing Batch Calculation in Relevance?See the Equivio Zoom Review Feedback document in the Customer Zone section of the Equivio website, or ask Equivio Support for a copy. 
  • When should I consider using Automatic mode for training files?Automatic mode refers to the use of a large number of review files (which were reviewed within an external review application) as input to the Relevance training process. In these cases, Automatic mode is used as a replacement to the standard Zoom training process.

    Automatic Mode is most commonly used to automate doc set training using pre-ranked files, when an expert is not available and no other option is available, or for the evaluation of the Zoom process.

    The quality of the results of Relevance depends on the quality of the tagging. The tagging of a large set files by a group of reviewers over time is usually less consistent and of lower quality than the tagging by one expert using Zoom Relevance over 1-2 days on a few thousand files. For this reason, the standard Zoom training process is recommended, instead of the Automatic Mode, when an expert is available. In addition, If not all files are pre-ranked (previously tagged), the statistics provided by Relevance (e.g. in “Track”) will represent only the pre-ranked files and will not represent the entire collection.
  • How do I use Automatic Mode?Import the files with their tags into the pre-ranking metadate, load the files into Relevance, and then run the Automatic mode utility. For details, see the Zoom Technical Guide.
     The prerequisites for running automatic mode are as follows:
    • At least 10,000 (20,000 recommended) pre-tagged files for each issue, of which 1000 (2000 recommended) were tagged as responsive. These files preferably represent the full collection, i.e., this is a randomly sampled set. It is preferable to provide as many files as possible.
    • It is highly desirable to have an expert to review tagging discrepancies.
  • If I have a few thousand already-coded files, can they be used to train Zoom?Yes. These files can be used, in the Automatic Mode utility, to train Zoom. Equivio recommends using at least 3000 coded files for this purpose.Notes:
    • Statistics for the coded set may not be valid for the entire set, unless Assessment was performed manually on the entire set.
    • The quality of the pre-coded files may significantly affect the overall statistics.
    • Files must be tagged at the file level and not at family level.
  • When should I consider adding Seed files to an issue?Seeding refers to the use of a small number of files that have been manually identified by an expert reviewer. Based on the expert’s identification on whether these files are relevant, they can be used to accelerate the standard manual training process. Seeding is a supplement to the standard manual training process.

    In low richness scenarios (2% or below), seeding is used to jump-start doc set training and thereby reduce the number of initial random iterations of training, until the system starts to discover relevant files. Seeding can also be used in review feedback scenarios.

    The use of seeding in “normal” richness situations might cause skewing. The system will mainly learn from what you already know (information found in the seed files) rather than accumulate new information. This phenomenon is called a “self-fulfilling prophecy”. When richness is over 2%, there is no need for seeding and it is recommended that the standard “training from scratch” process be followed.
  • How do I add Seed files?Select a variety of distinctly Relevant files. Optionally, also select Not-Relevant files.Seed files should be reviewed and approved by the same expert that will train the category.Seeding can be done at any time in the Zoom process; however, it is usually done after Assessment. Seeding only affects training and does not affect the Assessment, as Assessment is an objective control set.
    • Import the files into Zoom, load the documents into Relevance, and run the Add Seed Files procedure. For details, see the section: Add Seed Files to an Issue, in the Zoom Technical Guide.
    • After seeding, the expert will continue to train the system, as usual, until stability is reached.
    For each category, it is recommended to seed up to 50 files and no more than 200. 
  • Can two files in Zoom have a different duplicate-subset and still be duplicates?Yes, for example, where the two files are:
    • Different native files that have the same extracted text
    • Imported from Relativity with different mapped MD5 values (integrator configured to import MD5 values from Relativity) but with the same text
    • Non-identical text files that became identical after applying Ignore text
    The duplicates values are calculated as follows:
    • Duplicate sub-set:
      • Two files have the same duplicate sub-set value if their input file has the same MD5
      • Values are based on MD5 imported/calculated in Import
      • MD5 might be calculated by Zoom according to the input file type (text/native) or can be imported from an external system (mapped from table/file)
    • Similarity=duplicate:
      • Two files have a similarity=duplicate value if their text was found identical. Similarity always corresponds to the pivot. Similarity=duplicate is assigned to a member of an ND Set (EquiSet) if the member is an Exact-Duplicate of the pivot of that ND Set.
      • File text is compared after trimming spaces/tabs/newlines from the end and then applying Ignore Text
      • Similarity is calculated in Analyze and/or in Export. (Each Export batch recalculates Similarity depending on the Export Settings > Calculations options. See the Zoom Technical Guide for details.)

Zoom Explore – Themes, Pivot Bar, Search and Reports

  • How do I handle a memory error when generating a report?If an “out-of-memory” exception is encountered while generating a report, check the memory of the w3wp.exe process on the IIS machine.If memory is above 2 GB, check that there is a “ReportsCache” folder under C:\Program Files\EquivioZoom\ZoomWeb.If folder does not exist, create the “ReportsCache” folder. Verify that the IIS_IUSRS user account has full permissions for this folder. 

Zoom Language Support

  • Are foreign languages supported by Zoom?Zoom supports processing files in any language, including CJK. There are a few things to point out in regards to how we handle them depending on the module in use:Language Identification:  We use Basis for the Language Identification stage of Analyze. For all other tasks, the languages are fully supported through the application itself.Analyze: We recommend running Language Detection on the files, during Analyze . The output will be the predominant language and list of other languages, where applicable, per file in the collection.Near Duplication: Nothing that needs to be done or treated differently .Email Threading: If emails use non-standard headers, you may need to add the header information (what is used for TO, FROM, CC, BCC, DATE, and SUBJECT field names) to the Email Header profiles list in the database, in order that Zoom properly recognizes text as emails and not as documents.Relevance: If properly tokenizing double-byte characters, (in CJK-type languages, splitting the text so that there are individual words as opposed to the text running together), the data will be more easily trained, and better results will be achieved, prior to loading the predictive coding tool.Note that Basis has a text tokenization tool that can provide very good results, however, it may require a separate Basis license for some languages.If your case consists of mixed languages and you are able to split them into multiple cases, you will get better training results. If you can’t split them, but have a multilingual reviewer, training will usually take longer. 
  • Will my collection of emails in other languages be recognized as emails?If the email tags (“From”, “To”, etc.) of the files are in English, Zoom will recognize the file contents as emails.
    If the tags are not in English, it is required to add the email tags to the Zoom case database to ensure that Zoom recognizes the text content as email. Contact Equivio Support for assistance.

Zoom Files and Folders – Constraints and Definitions

  • What is the largest file size that Zoom can process? What happens to files that exceed this limit?There is no limitation on the size of files imported to Zoom. For analysis (Analyze, Relevance, Language detection etc.), the limit is 5MB of extracted text. Larger files are ignored (for example, in Relevance, files do not participate in the training process and do not receive a Relevance score after Batch Calculation). 
  • What is the maximum size of a file path in Zoom?Zoom supports file paths of up to 400 characters. 
  • How do I define a new file parser?See the Managing Parsers section in the Equivio Zoom Technical guide. 
  • Can I specify parsers for files with extensions unknown to Zoom?Yes. You can specify parsers using either of the following methods:
    • Parsers can be specified and added in Settings and utilties > New case defaults > Setup pane > Parsers as new default parsers.
      This change will set the default for all new cases processed.Zoom uses DTSearch to process these “Native” parser files with unknown extensions. For example, if an extension is not in the list (such as .doc, .xls, .xlsx), these files are sent to ISYS. If ISYS cannot extract the text, the file is marked as “No text”. Therefore, there is no need to set a parser for unknown extensions.

  • How do I change the default location of the case folder?You can change the default path within the config files, ZoomService\EZWindowsService.exe.config, after the initial installation.

    This will affect the location under which new cases will create their case folder. It does not affect exiting cases. The change requires restart of the service.

    The folder of a specific case can also be changed in the Zoom Edit cases window, but this change should not be made while processing the case.
  • How do I migrate a Zoom case to another location?Migrating a Single Zoom Case to another Location(for Zoom v3.5)Note: All steps require restart of Zoom service.The move of a Zoom case to a different location requires the following steps:
    1. Migrate the Zoom case database SQL to a different SQL server.
    2. Migrate the Zoom case folder to a different location (different path).
    3. Change the input data location (if necessary).
    4. Move input folder to a different path.
    5. Change plugin number (same as input folder change for Relativity integration). Migrate the case database to a different SQL
    1. Create a backup file of the Zoom Manager Database (EquivioZoom).
    2. Copy the backup file to the new SQL server.
    3. Create a new database called “EquivioZoom” on the new DB server.Restore the Case DB from the backup file on the new SQL server.
    4. Change the connection string in “EZMgr” in “C:Program Files EquivioZoom ZoomService EZWindows Service.exe.Config”.  The password will be encrypted by Zoom after the service is started Migrating the case database from one SQL database to anotherThe following steps are required if the new SQL server for the case database is not the same SQL Server as the Manager database.
    1. Create a new SQL server in “System settings”.
    2. In Zoom Manager database, run this query to get the ID of the SQL server that was added:  SELECT MAX(id) FROM ezm_sqlservers
    3. In ezm_cases, update the cases that moved to the new database by setting the server_id to the ID from step 2, (server_id=-1 means that the case database is on the same SQL server as the manager database)
    4. Add a database server and update ezm_cases to the new server ID.Migrate the case folder to a different folder location (path)
    1. Copy the case folder to the root case folder (EquivioZoom Directory) on the target server. The default root case folder is set in:“C:Program Files EquivioZoomoomServiceEZWindowsService.exe.Config”        Note: It is not mandatory to copy the Case Folder to the default Root Case Folder. Any location is fine, as long as Step 2 below is performed.2.  In the case list in Zoom, click Edit, click Unlock, and edit the case folder to reflect the new location.      3.  Check table ezc_params and verify the case folder has the correct path (param_id =1).4.  Check table nd_params and verify the case folder/core has the correct path (pKey = 11).5.  Check table er_params and verify the case folder/core has the correct path (pKey = 1).Change input data location (path)The input data used through all runs of the case must be available throughout the lifetime of the case. If the input data location is changed by the migration of the Zoom case, the Zoom case database must be updated.The path to the input data is saved in several tables in the case database and must be valid. Important: Remember to back up the case database before performing any changes! Input Data folder moved to a different pathWhen the input data folder is moved, the scripts below allow for “re-pathing” the location of the input files. Perform the following steps:
    1. Back up the case database.
    2. Copy the input folder to its new location.
    3. Run a search and replace, ‘C:Old’ and ‘C:New’ in the SQL scripts below.
    4. Run the SQL queries below after customizing them to the specific situation. The following queries are required for all modules:update ezc_documents_inventory set path=replace(path,’C:Old’,’C:New’) where path like ‘C:Old%’update ezc_documents set path=replace(path,’C:Old’,’C:New’) where path like ‘C:Old%’update ezc_documents set text_path=replace(text_path,’C:Old’,’C:New’) where text_path like ‘C:Old%’update ezc_documents_inventory_meta set value=replace(value,’C:Old’,’C:New’) where value like ‘C:Old%’update ezc_documents_metadata set value=replace(value,’C:Old’,’C:New’) where value like ‘C:Old%’ For Core Analytics (Near-Duplicates and Email Threading), the following columns must also be updated: update cd set cd.CoreName=pathfrom dbo.nd_core_documents cd, dbo.ezc_documents_inventory diwhere di.equiviond_id=cd.CoreID update d set d.dPath=pathfrom dbo.nd_documents d, dbo.ezc_documents_inventory diwhere di.equiviond_id=d.docID update s set s.fname=pathfrom dbo.nd_scores_1 s, dbo.ezc_documents_inventory diwhere di.equiviond_id=s.docID Plug-In number changed (equivalent to input data folder change for Relativity integration cases)When inputting case data using a Relativity plugin, the paths of all input documents in the Zoom Case Database must start with the prefix ##plugin number##external-unique-id##If the plugin number in the old environment is different from the plugin number in the new environment, you must change this prefix in all Path columns in all relevant tables.Perform the following steps:
    1. Backup the case database.
    2. Set the values of the variables @oldpath and @oldpath to the correct plugin serial numbers.
    3. Run the queries below after customizing them to the specific case. –Begin Tran declare @oldpath varchar(10)declare @newPath varchar(10)set @oldpath = ‘##2##’set @newPath = ‘##1##’ –update ezc_documents_inventory set path=replace(path,@oldpath,@newPath) where left(path, 5) like @oldpath–and doc_id =1–select * from ezc_documents_inventory —where left(path, 5) like @oldpath–where doc_id =1————————————–update ezc_documents_inventory set path=replace(path,@oldpath,@newPath) where left(path,5) like @oldpathupdate ezc_documents set path=replace(path,@oldpath,@newPath) where left(path,5) like @oldpathupdate ezc_documents set text_path=replace(text_path,@oldpath,@newPath) where left(text_path,5) like @oldpathupdate ezc_documents_inventory_meta set value=replace(value,@oldpath,@newPath) where left(value,5) like @oldpathupdate ezc_documents_metadata set value=replace(value,@oldpath,@newPath) where left(value,5) like @oldpath —For Core Analytics (NearDuplication and EmailThreading), the following columns must also be updated: update cd set cd.CoreName=pathfrom dbo.nd_core_documents cd, dbo.ezc_documents_inventory diwhere di.equiviond_id=cd.CoreID update d set d.dPath=pathfrom dbo.nd_documents d, dbo.ezc_documents_inventory diwhere di.equiviond_id=d.docID update s set s.fname=pathfrom dbo.nd_scores_1 s, dbo.ezc_documents_inventory diwhere di.equiviond_id=s.docID–Rollback Tran–commit tran

Zoom Tab in Relativity, and Zoom-Relativity Integration

  • What do I do when login to Zoom Tab in Relativity produces multiple errors?
    1. Open the Zoom Configuration tab, select Edit > Zoom Configuration.
    2. Select the Zoom Configuration option in the upper-left dropdown menu.
    3. Verify that the Zoom Service URL is correct:  http:// :56620/ezservice
    4. Verify that the Zoom Administrator Password is correct.
    5. Verify that the Protocol matches the Relativity Environment Protocol.
    6. Click Save.
    7. Try to perform Synchronize Users.
    8. If an error still exists, verify that the Relativity IIS can access the URL to EZService, as follows:
    a.  Connect to the Relativity IIS server via remote access,b.  open a browser windowc.  Enter:  http://< IP or server name>:56620/ezservice.
    • If no error is returned, a connection is available.
    • If an error is returned, correct it or request your system administrator to enable the connection.
    If the above steps do not resolve the errors, contact Equivio Support for assistance.
  • What versions of Relativity, Zoom and Zoom Tab are compatible?bd5aed94 d341 4969 a28e df09033858a8

Zoom Miscellaneous

  • How do I obtain a license key? Follow the procedure described in the licenses appendix of the Zoom Technical Guide.

  • What do I do if license key is blocked? If a Zoom license key in blocked due to Zoom License service’s failure to send an alert, first verify that emails can be sent (to Equivio) from the License Service machine (see the Zoom Installation Guide for License server details).If emails can indeed be sent, send the License server log to Equivio Support for assistance. 
  • What are the Equivio licensing policies? Equivio document count policy
    • ZED all-in-one licensing policy for Zoom:  Under this policy, each file will be counted once per case, regardless of component usage.
    • Equivio component licensing policy: Under this policy, each file will be counted once per case per component that was run on the file.These components include: Near-duplicates and Email Threads (Core Analytics), Relevance, and Themes.When are files counted?
    • For Core Analytics, files are counted as part of running Zoom Analyze, before processing begins for Near-duplicates and Email Threads.
    • For Themes, files are counted as part of running Zoom Analyze, before processing begins for Themes.
    • For Relevance, files are counted when they are added to a load in Zoom Relevance Setup.Counting mechanism rules and exceptions
    • Files that do not contain any characters will not be counted.
    • All non-empty text files will be counted. If there are any characters in the file, even if the number of characters is small, the file is not considered as empty and will remain counted.
    • Files that are too large to be analyzed (typically over 5MB) will not be counted (as of v3.5.5).
    • The “Clear data” utility does not delete file count information, unless the clear “All documents and data” option is run.
    • If any Zoom operations are cancelled, files that were already counted will remain as counted. 
  • Does Equivio charge for empty files? Files that do not contain any characters will not be scored or charged. If there are any characters in the file, even if the number of characters is small, it is not considered as empty and will be charged. 
  • Does Equivio charge for cancelled operations on documents? If any Zoom operations are cancelled, files that were licensed and processed up to that point will be charged. In Zoom v3.5, files are licensed before they are processed (as a batch); if the user canceled after licensing, the user is already charged.
  • How can I determine how many files have been processed in Zoom? In order to view processing data, such as the number of files imported, similarity level used in the case, number of near-duplicates found, etc.,email a list of the needed information or specific parameters. Equivio Support will run queries against the CS_Accounting table in the Accounting database.Alternatively, you can use the License Manager utility via the EquivioManagerLicense.exe (included in the Zoom License installation folder) to configure the accounting table, and run queries against it. The License Manager GUI is shown and described in the Zoom Installation Guide.Accounting table columns include the following:
    [AccDate] Date and time License registration request was submitted
    [AccMachine] Machine from which registration requested was submitted
    [AccName] Case name
    [AccCase] Case ID (for future use)
    [AccND] Number of pages consumed from the Near-duplicates license
    [AccER] Number of pages consumed from the Relevance license
    [AccTM] Number of pages consumed from the Themes license
    [AccZIG] (for future use)
    [AccZED] Number of pages consumed from the ZED license
    [AccCRC] (for future use)  
  • Where do I find a link to the latest Zoom documentation? Documentation is available in the Customer Zone of the Equivio portal at: or request assistance from Equivio Support.   
  • How do I disable network discovery in Zoom? There are two options:1. System configuration (for all cases and all users): change the configuration of Zoom to enable\disable the ability to browse the network (or Zoom machine). See “ShowNetwork” or “ShowComputer” in Zoom Architecture appendix in the Zoom Installation Guide. 2. Per-case configuration (for all users): Use the “File system permissions” option in the case settings (edit case from “Cases” page) to assign specific credentials to control the file system permission for all case users. By default, a case without user credentials uses the credentials of the Zoom Service logon. The user case credentials should have sufficient permission to read/write to the case working folder and to read any data folder to be imported to the case. This option is described in the Zoom Technical Guide in “Adding Cases and Assigning Users”. 
  • How do I know what Zoom version I have installed? In Zoom, open Settings and utilites > System settings > System information. The Zoom version is displayed. 
  • Can formatted files from Relativity be viewed in their native look in Tag and Search? Formatted Text view displays files in a format similar to their native look, in Explore > Search and in Relevance > Tag.For example:The following shows a Plain Text view of an Excel file:
    The following shows the same file in Formatted Text view:FAQ%20
      How Formatted Text view works
    • The native file path is retrieved from Relativity from the “File” table in the Relativity database., usually as the native file path as imported to Relativity.
    • Zoom accesses the file path and extracts the formatted text using dtSearch.
    • The Formatted Text view does not use Relativity’s formatted viewer.Enabling the Formatted Text view
    • If using Relativity as input, priior to running Import, use the default “Import Formatted Text Path” option in Add/edit case. This is done in order to import the path of the native file and enable the Formatted Text feature, as shown below. For more details, see the Zoom Technical Guide.
    • If using Zoom Tab in Relativity (v2.7.6 or earlier), the Zoom Standalone application must be opened in order to use the Cases > Add/edit case.
    • If files were already imported without setting Formatted Text , select the default “Import Formatted Text Path” option in Add/edit case and re-run the import. This will input the Native File path from Relativity and add it to files in Zoom Cases. 
  • What do I do if Zoom Web doesn’t finish loading and returns an error of “failed to initialize”? If when trying to open the Zoom web application, loading gets stuck at 99% or 100% without showing the login screen, contact Equivio Support for assistance and include a screen capture of the error. An example is shown below.FAQs%20 %20Failed%20to%20init%20message%20 %20Q23