ZANTAZ First Discovery is an integral part of the ZANTAZ content archiving and electronic discovery solutions suite. The First Discovery process workflow can be viewed in four distinct phases:

Media Handling

When a ZANTAZ customer is faced with the need to respond to a discovery request, the very first step is for them to meet with a ZANTAZ representative to define a project plan, including the specifics of the request, the media that is impacted, the project timeline, and the scope of work. The ZANTAZ representative then works to assign a First Discovery team to the project, and ensures that the proper resources are to be allocated.

The customer delivers the raw data that will need to be processed to the ZANTAZ Media Handling team, usually on some form of media such as a CD, DVD, drive, or other portable storage device. The Media Handling team applies a barcode to the media for tracking purposes and performs an initial inventory on the data - noting the size of the media and every file that it contains. This information can be reported back to the client as an added benefit if they request. The media is then stored in a secure location - a locked room with restricted access and multiple security features and safeguards.

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Data Processing

Once the data is secured at ZANTAZ, the media handling team stages the data on to a processing server, making certain that no metadata has been lost or changed during that process. Once staged, the data is checked against the original inventory to ensure that all of the data has been properly moved in to the processing environment (i.e., no data is unaccounted for).

The ZANTAZ processing system takes it from there - automatically. The system breaks down file containers, such as zip files, in order to address each document individually then extracts the metadata from the standalone files and emails so that they can later be indexed. The system also associates custodian information with each piece of the data. After checking for errors, the system finally removes the files that are specified by the NIST/NSRC, a government listing identifying a number of file types from leading software providers whose function on the user's computer means that they would not be relevant to litigation. This reduces the amount of data that will be processed, saving time and money.

Lastly, the processing server directly sends the data to a pre-configured ZANTAZ Digital Safe for indexing.

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Data Filtering

Once the data is loaded and indexed in ZANTAZ Digital Safe, the ZANTAZ Audit Services team comes on board to assist with searching and culling the data. The job of the Audit Services team is to create and run searches on customer data, targeting the files that may be relevant to the discovery request.

The Audit Services team culls the data to a potentially responsive result set based on Boolean and proximity searches, date range filtering and keyword and custodian queries. The last step in the Data Filtering phase is for the Audit Services team to make sure that no previously exported documents are designated to be exported again within this new result set. This is also known as a "delta search" - only new data is included.

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Data Export

The Audit Services team uses the file headers to correct any file types that have become misrepresented through processing. They then extract any additional metadata and check for viruses and passwords within the data, segregating any files containing either.

The team outputs all file types into an .idx file (Introspect) that contains the native file, the body of the document and the metadata. In addition, files not supported by Verity are represented in a "slipsheet" also within the .idx file, which is recorded in to a separate directory for reference purposes. They create delivery and exception reports and perform one last round of Quality Control testing before creating and shipping the media.

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