Epiq Discover Version 3.9.7 Release Notes (February 2025)

This release contains updates and improvements to Epiq Discover. The following notes highlight new enhancements to Epiq Discover and provide a list of bugs addressed in this release.

Release Highlights

Release 3.9.7 contains the following features, as well as additional enhancements listed in this document. The following sections contain details about these features and enhancements.

Collect Microsoft Teams chats. Added the ability to collect Microsoft Teams chats. You can process each message in a chat as an individual MSG file and also combine messages to view them in the HTML format.
Collect modern attachments. Added the ability to collect modern attachments from the Microsoft Teams chats and Outlook emails. The system can collect modern attachments such as Microsoft Word and Microsoft Excel, as well as GIPHY attachments such as GIFs and stickers.

Enhancements in Release 3.9.7

This release contains the following enhancements and updates.

General

View the status of assignment creation

You can now view the progress of an Assignment Creation job in the Jobs Overview page, Projects Jobs page, or in the JOBS page in Review. There, when you select an Assignment Creation job, you can view the following job details. (900385, 900105)

Submitted By	User who submitted the job.
Submitted Time	Date and time the job was submitted.
Assignment Criteria	Saved search name used for assignment creation.
Include Family	Whether you selected the Include Family option (Yes or No).
Associated Coding Panel	Selected coding form.
Reviewed Field	The field you selected in Reviewed Field.
Batch Size	The size of a batch that you specified in Batch Size.
Group By	Specified group by option.
Job Id	Job identification number.

Collect Microsoft Teams chats and modern attachments

You can now add Microsoft Teams chats to a collection. You can process each message in a chat as an individual MSG file and also combine messages to view them in the HTML format. Also, the system can now collect modern attachments such as Microsoft Word and Microsoft Excel, as well as GIPHY attachments such as GIFs and stickers from the Microsoft Teams chats and Outlook emails.

To collect Microsoft Teams chats or modern and GIPHY attachments, you need to collect a PST file containing the Microsoft Teams chats or Outlook emails using the local file collection. In PROJECT SETTINGS>PROCESSING, if Microsoft 365 displays a lock, it is not enabled. System Administrators and Epiq Administrators can enable or disable these features for a client or project. (850696, 691768, 691773, 902158, 904969, 904860, 904088, 903701, 900358, 911616, 915032, 922863)

Collect Microsoft Teams chats

To collect Microsoft Teams chats, perform the following procedures in order.

Export the Microsoft Teams chats as a PST file.
In Epiq Discover, collect the PST file via Local collection. Refer to Collect Microsoft Teams chats and modern attachments for more information.

By default, the system processes each message in a chat as an individual MSG file. You can format chats to combine messages into an HTML file. To combine messages in a chat, enable the Combine Chats in Project Settings before processing the documents. For chats that last more than a day, the system creates a separate document (HTML segment). You can group chats into separate documents by days or months.

To combine messages in a chat, refer to Modify Microsoft Teams chats setting for more information.

When processing these documents, the system formats chats to combine messages into HTML format. You can view the status of the Format Chats job in the Jobs Overview page. To find all documents that comprise a chat spanning the selected Group by Chats, use Search Builder to match the Chat Thread ID during a specified date range (using the Date field).

If you process chats as individual MSG files, you can combine chat messages and view them in an HTML format. To do this, you need to collect and process these documents again with the Combine Chats enabled in Project Settings. If the existing HTML file has not been promoted, the system updates this file when additional messages from the same chat are collected and processed. If the existing HTML file has been promoted, the system creates a new HTML file. When you collect and process Microsoft Teams chats with this feature disabled, the system processes these documents as individual MSG files.

The following image shows an example of the chat MSG file in the NATIVE viewer.

The following image shows an example of the chat HTML file in the NATIVE viewer.

When Combine Chats is enabled in Project Settings, the Processing Information field is set to Microsoft Teams Data Detected. If that option is not enabled, the Exception field is set to Microsoft Teams Data Detected for informational purposes. For information about the fields that the system populates for the Microsoft Teams chats, refer to Microsoft Teams chat fields.

Collect modern attachments

The system extracts the following modern attachments from the Microsoft Teams chats and Outlook emails.

Standard file types (MS Word, Excel, PPT, PDF)
Audio and Video files
SharePoint and OneDrive Links

Modern attachments are saved in client’s Microsoft 365 tenant. To enable the system to collect modern attachments, you need to connect the system to the Microsoft 365 tenant using the Microsoft 365 credentials. To collect the modern attachments from the Microsoft Teams chats or Outlook emails, perform the following procedures in order.

Export the Microsoft Teams chats or Outlook emails as a PST file.
In Azure Portal, register Epiq Discover to the Microsoft 365. Refer to Register access to Microsoft 365 for more information.
To connect Epiq Discover to the Microsoft 365 tenant, in Project Settings, provide the Microsoft 365 credentials that the Azure administrator receives when registering the system. Refer to Enable modern attachment collection for more information.
Collect the PST file via Local collection. Refer to Collect Microsoft Teams chats and modern attachments for more information.
Process the documents.

The following image shows an example of the Microsoft credentials saved in the Project Settings.

When you do not provide Microsoft 365 credentials before processing the documents, the system does not collect the modern attachments during processing and codes the Exception field of the document with Failed to retrieve Modern Attachment. Note that you cannot click a URL link in the native viewer. However, you can click a URL link in the downloaded native file.

Collect GIPHY attachments and reactions

The system extracts the following GIPHY attachments from the Microsoft Teams chats and Outlook emails.

GIFs
Stickers
Emojis

To extract the GIPHY attachments, perform the following steps in order.

Export the Microsoft Teams chats or Outlook emails as a PST file.
Collect the PST file via Local collection. Refer to Collect Microsoft Teams chats and modern attachments for more information.
Process the documents.

If this feature is disabled, when you collect the PST file containing the Microsoft Teams chats or Outlook emails, the system does not extract the GIPHY attachments and then codes the Exception field with Failed to retrieve Modern Attachment.

For reactions in a chat, the system shows only the reaction text in the processed document. The following image shows the examples for the reaction text in the chat HTML file.

Reprocessing Team chats

In this release, you cannot reprocess Microsoft Teams chats.

Bugs fixed in Release 3.9.7

The following bugs were resolved in this version.

Number	Title
416726	Viewer \| Rounded date values don't match metadata
852941	The system now populates the File Type field with the same field value as Epiq Discover Application Type during processing. Previously, the system coded this field only when you loaded documents through Desktop Client. Now, by using the File Type field in Search Builder, you can search for a file type within the processed document population.
900487	Project Settings \| Redactions without new reason changes are saving project settings
901544	Imaging \| Imaging fails when file extension is incorrectly set to .pdf
912011	Client Dashboard \| float() argument must be a string or a real number, not 'NoneType'
913762	Review \| Search for coding form tags is repeated 4 times
918493	Mobile Collection \| ValueError: invalid literal for int() with base 10: 'iPhone Cellebrite XML' appears when the user navigates through UI.
920036	Mobile Collection \| Mobile Collection completed with errors "The Fragment failed to complete in the allotted timeout"
920654	Mobile collection \| Update job status to failed when parent fragment fails
920657	Issue Identified with MSG File
921789	Promotion \| Promotion via Data Assessment is getting failed