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March 2023 Release

Featured Updates

The March 4, 2023 release of Gimmal Discover introduces general availability of two new features:

  • Workflow support to copy or move files directly from a network file share to SharePoint Online in the Data Governance module

  • Support for extracting text from image-based files using optical character recognition

File Share to SharePoint Integration 

This feature is intended to help clients who wish to use a Data Governance policy to identify files on network shares that contain specific words/phrases or patterns and then either copy or move those files to a specific SharePoint Online folder.

Implementation Notes

  • both the File Agent and SharePoint Agent must be installed and configured

  • feature only supports moves or transfers to SharePoint online

  • maximum size of a file to be transferred must be less than 250MB

  • IMPORTANT: this feature is not suitable for bulk migration scenarios - use Gimmal Migrate instead

File Agent OCR

OCR - This feature implements the Tesseract OCR library inside the Discover File Agent to extract text from image-based file types. This feature is available in Governance, Classification and eDiscovery.

Implementation Notes

  • the latest File Agent version must be installed

  • The feature is available on network shares or Windows workstations (not  yet available on Mac)

  • confidence provides a degree of control over the text results provided by the OCR extract

Workflow Editor Branding Updates

Overview

The workflow editor application has been updated to reflect Gimmal branding on both the installer and the executable.

Requirements

Important: Prior to installing the latest workflow editor version, remove any existing instance of the workflow editor using the Add/Remove Programs function in Windows.

Known Issues

You may receive a pop-up notice about a missing font file when installing the editor. If so, click the ignore button in the pop-up to complete the installation.

Notes

Samples have been removed from the workflow editor menu option ‘File/Open From’. Example workflows are now available in the Data Governance area of the Discover Dashboard by clicking on Workflows, opening the green Action sub-menu and selecting Import.

Issues Addressed

In addition to the features described above, this release includes a number of performance related updates to the core Discover architecture along with the problem resolutions described in the following table:

Issue #

Problem Resolved

63202

Automation: Governance policy randomly not running when initiated through an automation process

66352

Fixed a SharePoint eDiscovery collection issue where log reported a 'Files do not exist' error

70702

OwnerReport: Provide a way to exclude email addresses from receiving the owner report

70704

OwnerReport: Add the status value to the Owner Report export

70706

Add Owner Report option to turn off verified sender domain

70987

Corrected wording for emails generated when an OLDEB agent is uninstalled

71021

Corrected a problem with the Test Message Recipients decision in an EWS workflow

71560

ConnectorSetup: Upadate Gimmal branding

71676

Allow empty (non-configured) value for "IsEmpty"

73004

Clear Reviewer not removing the reviewer name on the eDicovery Search Results page

73310

Session Issues (Down Arrow button is not working when using the column header Select All)

73374

Getting an OOPS error when clicking the Action blue boxes on the Workflows

73554

Fix 'Getting Started' documentation link in connector setup 

73632

Policy Templates use different members

73633

Fix CommitSharingMembers clears Members list edits

73702

Getting 2 uncaught type JS errors while labeling the items on the eDiscovery Search Results page

73816

OOPS error when manually creating a Summary Report from the Policy Reports page

73817

OOPS error when accessing the older analysis logs

73827

Correct problems with de-duplication when running an eDiscovery collection

73890

Legal Hold Notice: The wrong configuration setting is being used to set the questionnaire and acknowledgement urls

74069

Add the text "--Select--" on the blank space in the external group dropdown

74248

Added a warning prompt on All Owners Report if valid begin/end dates not specified

74325

Updated Help link in the Workflow Editor to point to current URL

74390

Resolved an OOPS error screen that appeared when creating a new custodian hold questionnaire and copying a eDiscovery search

74589

Correct problem with file path data targets when subfolder count is set to 0

74699

Added a warning prompt to Data Target searches when the search is configured to run on all Connectors 

74745

Addressed issue where previous custodians are being removed from an eDiscovery search when adding new ones

75250

Correct problems with clearing eDiscovery labels

75297

Resolved a  problem with the Graph Agent that caused an entire Teams eDiscovery collection to be marked failed if one item failed to be collected

75298

Prevented label from being removed from an eDiscovery search result after the collection is run

75347

Fixed an issue preventing the 'Delete Search' and 'Delete Search Cache' from working  on the eDiscovery Search History page

75350

Correct issues associated with using chained 'NEAR' expressions in an eDiscovery search

75835

Prevent duplicate labels from being added on the Policy reports page

76236

Save button was not working on the Add Question pop-up of Hold Questionnaire

76342

When using Classification or File type criteria in an eDiscovery search, classification labels or file types must now be selected

76501

Corrected System.IO.DirectoryNotFound issue when running an eDiscovery for MsGraph

76858

When eDiscovery searches have multiple content types, include correct data criteria options

77338

Corrected issues with 'select all' on the custodian matter grid in eDiscovery

77342

Added a check to make sure a valid classification label is selected if the Classification Criteria checkbox is selected when building an eDiscovery search

77564

Select all from column header selects all the records across the grid instead of current grid on eDiscovery Search Results page

77691

Correctd an Oops error on owner results screen of classification assets page

77771

Enabled 'Close' button on the bottom of the custodian hold notice preview page

77995

Corrected a problem with deleting entries when manually entering criteria for a summay report

77996

Fixed breadcrumb navigation link on eDiscover Collection execution page

78347

Corrected an issue causing a blank 'enter criteria' screen to be presented when editing an eDiscovery search

78576

Fixed execution timeout problem that was causing intermittent Oops errors when loading eDiscovery module

78730

Fixed a problem causing a eDiscovery Quick Search Copy to show a blank search criteria screen

79022

Corrected a problem causing the eDiscovery sampling task to not return full text results on large search results sets

79184

The Close button was not working on the Member List pop-up in the Custodians master list

79284

Workflow editor sample button was not working - deprecated this feature

79334

eDiscovery search results labels were not showing correctly after a collection had taken place

79550

Fix a problem with eDiscovery search schedule deactivation

79617

The process results after policy completes option was not getting saved properly for eDiscovery searches

79639

Addressed an issue causing custodian hold notices/reminder emails to sometimes not be sent

79659

Fixed a display issue preventing classification labels from showing up in the proper column when viewing eDiscovery search results

79665

Added code to prevent an apostrophe in report title from causing a workflow error

79666

Fixed an issue preventing compound filter criteria from being applied correctly in the policy grid

79924

Corrected a problem causing custodians with multiple data types to not be added correctly in an eDiscovery search

80107

Fixed a problem where MS Teams eDiscovery logs showed 'null reference' errors

80119

Correct a Robocopy issue that was causin SharePoint collections to report a 'file does not exist' error

80134

Prevented duplicate caching from happening for SharePoint searches

80168

For All Owners Report, Change the validation message font color and apply the validation when the end date lesser than the start date

80340

Clicking the Previous button in 'Select Criteria' page redirected the user to the custodians page instead of non-custodians page

80772

Owner reports with labeled items were being shown for multiple times

80867

Prevent the matter name from being changed for the saved and completed eDiscovery Quick searches 

81357

Correct the counts shown in the status column for classification policies (i.e. Completed 1/1 succeded)

81380

The action 'move to archive' was causing duplicate entries in EWS mailboxes

82024

When performing keyword checks for all areas of a PST message (subject/body/attachment) correct messages were not being returned

82035

Correct problems with OLEDB connections to MS Access

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