Overview:

Certain circumstances may call for the production of e-mail messages loaded into Summation as a .PST file. If the .PST was originally processed in the eDiscovery Console, it can be produced as a .PST file.

This tutorial explains how to use the Make an Email (PST) Production tool. This tool should be used when responding to a court order or request for production where Bates numbering is not an issue. Microsoft Outlook is required to view the e-mail messages in the .PST file.

Note: Producing e-mail messages in a .PST file differs from creating a Summation production set. Doc IDs are not renumbered with production numbers (Prodno) and Summation does not produce new production IDs (Prodid).

Tutorial Steps

1. Search your loaded e-mail messages from within the column view of the Core Database to retrieve the messages that you want to include in the .PST production.
   
   
2. Review the documents for privilege and relevance.
   
   Note: You can right-click the summary row number and select Show PST Information to verify document data. The DocData dialog box is displayed, showing processing information for the file.
   
   
3. If you want to produce only a subset of the e-mail messages, mark the summaries associated with the e-mail messages that you want to produce.
   
   
4. From the Summary menu, select Production Tools and Make an Email (PST) Production.
   A prompt is displayed asking you to confirm that you want to create a .PST file.
   
   
5. Click Yes.
   The Briefcase coreDB Rows dialog box is displayed.
   
   Note: Summation automatically runs the Include Family Summaries tool, which seeks out the top-level parent e-mail documents and includes them in your .PST production. For example, if one of the e-mail messages in your production set was attached to another e-mail message (the top-level parent), and that parent message was not displayed in your search, Summation pulls that parent message into your .PST production. Also, if you have attachments to e-mail messages in your production set, the e-mail messages associated with those attachments are also included. If you marked summaries, only the top-level parents associated with the production set you chose are added.
   
   
6. Type a descriptive name for the set in the Enter Name for New Briefcase box and click OK.
   A prompt is displayed asking whether you want to load the .PST file into Microsoft Outlook for review or if you want to see the directory where the .PST file is stored. When you are ready to produce the .PST file to opposing counsel or to provide it to a third party (such as an expert witness) for review, copy the .PST file from the location where it is stored to a CD.