instant archive viewer v4 1 · microsoft iis. the design of the application allows standard asp.net...

Instant Archive Viewer V4

Copyright copy 2012 Instant Technologies All rights reserved

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Rev 11

Instant Archive Viewer V4 User Guide

June 7 2012


Page 2 Copyright copy 2012 Instant Technologies All rights reserved

PMM June7_2012

Rev 11

Copyright and Disclaimer

This document as well as the software described in it is furnished under license of the Instant Technologies Software Evaluation Agreement and may be used or copied only in accordance with the terms of such license The content of this document is furnished for informational use only is subject to change without notice and should not be construed as a commitment by Instant Technologies Instant Technologies assumes no responsibility or liability for any errors or inaccuracies that may appear in this document All information in this document is confidential and proprietary

Except as permitted by the Software Evaluation Agreement no part of this document may be

reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical recording or otherwise without the prior written permission of Instant Technologies

Copyright copy 2005 - 2012 Instant Technologies All rights reserved

Trademarks

All other trademarks are the property of their respective owners

Contact Information

See our Web site for Customer Support information

httpwwwinstant-techcom



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Table of Contents

WELCOME TO THE INSTANT ARCHIVE VIEWER V4 USER GUIDE 4

OVERVIEW 4

END USER VIEW 6

EXTENDED SEARCH VIEW 8

SEARCH AND DISCOVERY 10

PROJECT MAINTENANCE PAGE 10

USING SEARCH AND DISCOVERY 12

ALL USERS TAB 12

Example You would like to know if Jane Brown ever said the word ldquouglyrdquo to anyone in the organization between January and March of 2007 12

LOCATING EXTERNALFEDERATED USERS OR DELETED USERS 13 BETWEEN USERS TAB EXPLAINED 14

Example You would like to know if the word ldquouglyrdquo had been used between John Smith and Jane Brown 14

ADVANCED SEARCH OPERATIONS 14 EXAMPLES OF BOOLEAN SEARCHING 15

Example You are looking for chats about war from John Smith or Jane Brown 15

Example You are looking for chats about computers and printers from John Smith and Jane Brown 15

Example You are looking for chats about the office but not Microsoft Office from John Smith but not Jane Brown 15

Example You want to know if Joe Smith or Jane Brown said ldquoHe Quitrdquo 16

PDF EXPORT 16



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Welcome to the Instant Archive Viewer V4 User Guide

Instant Archive Viewer V4 is an application designed to retrieve the instant messages (IM) dispatched and created by either Microsoft Office Communications Server or Microsoft Lync 2010 These IM messages may be retrieved using both basic and complex search criteria and organized by a particular time or date The application leverages the content that is captured and stored in the LCSLog database ndash which both Microsoft OCS and Microsoft Lync 2010 use as the primary IM message repository

While some applications may require complex powershell or scripting to retrieve and export these IM messages Archive Viewer provides a browser based user interface and does not require any complex programming or scripting knowledge

The Archive Viewer application interacts with the underlying Microsoft SQL server the local instance of Active Directory (AD) and runs as an ASPNet application under Microsoft IIS The design of the application allows standard ASPNet security frameworks as well as standard IIS configurations

Overview

The application has 5 main sections

1) Administrator (Basic Settings and Database Settings) 2) End User Search 3) Extended Search 4) Search and Discovery 5) Charting amp Reporting

After the Archive Viewer application has been installed the main landing page is available at the following URL

httpyour domainInstantAV4

for example

httpLync2010801InstantAV4



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http[yourdomain][portnumber]InstantAV4 Shown above

We will cover the following features in this user guide

1) End User Searching Users can search for their own conversations

2) Extended Search Provides managers with the the ability to search conversations of members of their Activie Directory (AD) group

3) Search and Discovery Provides broad searches against the entire IM chat

repository

Important Note For Information to configure and administer the application see Installation

Instructions for Instant Archive Viewer



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End User view

The lsquoEnd User Viewrsquo provides the ability for people to locate and display IM chat conversations between themself and other users on particular dates When the lsquoend userrsquo accesses the sytem their user credentials are transmitted to the Archive Viewer server application After processing the userrsquos network credentials the userrsquos SIP URI is determined by a lookup to the local Active Directory (AD) server

Each person has the ability to view only chat conversations where they were a participant This feature was initially developed for use in Microsoft LCS 2005 installations in order to provide the basic ability for people to view a history of their chat conversations

Once a chat conversation is located the person may display the chat in a new window save the chat in a particular file email the chat print the chat(s) or perform a variety of searches against the system

Each user may view their archives by the selecting the End User link available from the landing page


This is a direct link to the end user landing page

httpyour domainInstantAV4EndUser2indexaspx

Important Note A person may only view their archive if they are SIP enabled in Active

Directory (AD) and are viewing the archives from a workstation in which they are logged on as

that user

End User view is used for browsing onersquos own chats categorically by date person or conveniently roled up into a summary view

Process for viewing chats

1 Click on the tab for the category you wish your chats to be viewed 2 Click on the userrsquos chats and their chats will be shown in a tree view



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3 Click on the + sign to expand a chat session and double click on any chat to view the conversation

While viewing onesrsquo own chats Users can open the chat in a new window save the chat in a particular file email the chats and print the chats by clicking on the following icons below



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Extended Search View

The lsquoExtended Searchrsquo module enables line of business managers or managers of an Active Directory (AD) group to search and view the conversations of people within their AD group Typically this feature is used in lsquocall centerrsquo environments or other organizations where managers need to periodically review the conversations of people within their team

The lsquoExtended Searchrsquo module may be displayed and accessed by navigating to the module via the main landing page or by using the

following URL

http[yourdomain][portInstantAV4ExtendedSearch2indexaspx

for example

httplync2010801InstantAV4ExtendedSearch2indexaspx

Important Note User may only view archives if they are Communications enabled (SIP URI

address) and are viewing the archives from a workstation in which they are logged on as that

user

The Extended Search may be useful for ldquofree formrdquo searching It allows for total chat history viewing of all members or department members of an organization Extended search allows for browsing chats categorically by date person or conveniently organized into a summary view While in Extended search users can open the chat in a new window save the chat in a particular file email the chats and print all from the icon links above the conversation

The following process will be useful for the viewing chats (same as End User view)

1) Click on the tab for the category you wish your chats to be viewed 2) Click on the userrsquos chats and their chats will be shown in a tree view

3) Click on the + sign to expand a chat session and double click on any chat to view

the conversation



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Extended SearchClient section showing usersrsquo chats

The lsquoSearchrsquo tab provides a standard mechanism to locate chat conversations including certain keywords The search tab provide a single entry keyword search tool as well as an advanced searching option



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Search and Discovery

The lsquoSearch and Discoveryrsquo module provides a rich set of tools to enable and help manage enteprise wide IM compliance search and eDiscovery requests The application has the ability to search across the entire contents of the internal LCSLog database table export the results to single PDF or a collection of PDF files and save frequestly used search and discovery requests into projects

In addition to supporting both simple and complex searches the module has the concept of grouping common search requests into

a project These projects may represent typical search requests for a particular discovery activity

The Search and Discovery module may be viewed by the selected users from the Search and Discovery link available from the landing page or by navigating to the module directly

http[domain][port]InstantAV4discovery2indexaspx

Project Maintenance Page

The project maintenance page is designed to organize your searches from the All Users Between Users and Advanced Search



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Important Note User may only view archives if they are Communications enabled and are viewing the archives from a workstation in which they are logged on as that user

New Project

You can create new projects by selecting ldquoNew Projectrdquo Once a project is created with a name discription and comments it will show in the view below the menu Click on the + to expand and view all searches saved to the Project There will be no saved queries to view unless you have created a search from the All Users Between Users or the Advanced Search tab

ViewExecute Query

Allows the user to view the saved search Users may modify the search and save a new search This can be done by expanding and navigating to the saved Search Highlite the saved search and click on the ldquoViewExecuterdquo button to view your saved search

Delete

Delete searches or projects by checking the check box associated with it on the same line Click on ldquoDeleterdquo to delete the search or project

Modify Project

You can modify the project name description and change comments by clicking ldquoModify Projectrdquo

Scheduling

Highlite the search you would like to schedule Fill in the name of the schedule and the email addresses where the search results should be delivered Choose daily weekly or monthly and the time The scheduling will begin by clicking ldquoSaverdquo These chats will be updated upon each delivery



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Using Search and Discovery

General Usage Example

Retrieve chat history for entire network that has said the word ldquoMicrosoftrdquo to Joe Smith

Step 1 Ensure you have been given the appropriate permissions in the Admin page for Discovery See ldquoProvisioning Search and Discoveryrdquo

Step 2 Enter httpyour_serverInstantAV4discovery2indexaspx in your browser

All Users Tab

Search one or more users for one key word in the conversation history It is a search between the chosen users and ALL OTHER USERS involved

Example You would like to know if Jane Brown ever said the word ldquouglyrdquo to anyone in the organization between January and March of 2007



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I

For example to create searches we can use the following example Search all conversation from Jane Brown

Step 1 Go to ldquoAll usersrdquo tab because we are checking chats between all users and Jane Brown

Step 2 Find Jane Brown simply by clicking the icon to the right of the text box A pop-up window will appear

Step 3 Choose LCSlog or Active Directory

Step 4 Click the magnifying glass andor type in the first few letters of Jane Brownrsquos user name and add it to the list You may also select the AD group he is a member of If you have a very large list of users to search on you can prepare a list of usersrsquo Sip Uris with a semi-colon as a delimiter in notepad and paste it into the user window Also note For faster results narrow your search to a shorter time framerdquo

Locating externalfederated users or deleted users

Archiver Viewer provides 2 different directory services that may be used during a search request In most cases the Active Directory (AD) picker will be sufficient However in some instances it might be appropriate to retrieve the list of users directly from the LCSLog tables For example if someone has been removed from Active Directory then they will no longer be displayed in the Active Directory name selector However



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they will be mainained in the internal LCSLog user table and their conversations will be stored within the chat repository Archive viewer will search external federated or even users that have been deleted from your Active Directory Follow the steps below for configuration

1 Click the magnifying glass

2 Choose ldquoLCS logrdquo radio button

Between Users tab explained

Search TWO or more users for one key word in conversation history It is a search between the chosen users and OTHER CHOSEN USERS INVOLVED IN CHAT CONVERSATIONS (more than two users will search multi party chat conversations)

Example You would like to know if the word ldquouglyrdquo had been used between John Smith and Jane Brown

Advanced Search Operations

A boolean search for complexed searching It is the only tab in Discovery where operators such as AND OR NOT etc and more than one keyword can be used



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Examples of Boolean Searching

Example You are looking for chats about war from John Smith or Jane Brown

Boolean logic OR

Users jsmithmydomaincom OR jbrownmydomaincom

Keyword search war or military

Example You are looking for chats about computers and printers from John Smith and Jane Brown

Boolean logic AND

Users jsmithmydomaincom AND jbrownmydomaincom

Keyword search computers and painting

Example You are looking for chats about the office but not Microsoft Office from John Smith but not Jane Brown

Boolean logic NOT

Users jsmithmydomaincom NOT jbrownmydomaincom Keyword search office not Microsoft



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Example You want to know if Joe Smith or Jane Brown said ldquoHe Quitrdquo

Searching for ldquoHerdquo and ldquoQuitrdquo may not return the exact results needed You may want to add ldquoresignedrdquo too

Boolean logic AND OR


Keyword search he and quit or resigned

PDF Export

After yoursquove received the desired results from your query you may export them to a PDF file

1 Click on the Export button 2 Choose the option that works best for your task 3 Click Export again and Save the file to desired directory

PDF Example below



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Copyright and Disclaimer

This document as well as the software described in it is furnished under license of the Instant Technologies Software Evaluation Agreement and may be used or copied only in accordance with the terms of such license The content of this document is furnished for informational use only is subject to change without notice and should not be construed as a commitment by Instant Technologies Instant Technologies assumes no responsibility or liability for any errors or inaccuracies that may appear in this document All information in this document is confidential and proprietary

Except as permitted by the Software Evaluation Agreement no part of this document may be

reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical recording or otherwise without the prior written permission of Instant Technologies

Copyright copy 2005 - 2012 Instant Technologies All rights reserved

Trademarks

All other trademarks are the property of their respective owners

Contact Information

See our Web site for Customer Support information

httpwwwinstant-techcom



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Rev 11

Table of Contents


OVERVIEW 4

END USER VIEW 6





ALL USERS TAB 12









PDF EXPORT 16



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Overview





for example




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repository





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End User view










that user






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following URL


for example




user





the conversation



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New Project


ViewExecute Query


Delete


Modify Project


Scheduling




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All Users Tab





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I










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Boolean logic OR




Boolean logic AND




Boolean logic NOT




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PDF Export



PDF Example below



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Table of Contents


OVERVIEW 4

END USER VIEW 6





ALL USERS TAB 12









PDF EXPORT 16



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Overview





for example




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repository





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End User view










that user






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following URL


for example




user





the conversation



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New Project


ViewExecute Query


Delete


Modify Project


Scheduling




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All Users Tab





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I










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Boolean logic OR




Boolean logic AND




Boolean logic NOT




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PDF Export



PDF Example below



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Overview





for example




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repository





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End User view










that user






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following URL


for example




user





the conversation



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New Project


ViewExecute Query


Delete


Modify Project


Scheduling




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All Users Tab





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I










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Boolean logic OR




Boolean logic AND




Boolean logic NOT




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PDF Export



PDF Example below



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repository





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End User view










that user






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following URL


for example




user





the conversation



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New Project


ViewExecute Query


Delete


Modify Project


Scheduling




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All Users Tab





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I










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Boolean logic OR




Boolean logic AND




Boolean logic NOT




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PDF Export



PDF Example below



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End User view










that user






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following URL


for example




user





the conversation



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New Project


ViewExecute Query


Delete


Modify Project


Scheduling




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All Users Tab





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I










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Boolean logic OR




Boolean logic AND




Boolean logic NOT




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PDF Export



PDF Example below



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following URL


for example




user





the conversation



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New Project


ViewExecute Query


Delete


Modify Project


Scheduling




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All Users Tab





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I










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Boolean logic OR




Boolean logic AND




Boolean logic NOT




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PDF Export



PDF Example below



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following URL


for example




user





the conversation



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New Project


ViewExecute Query


Delete


Modify Project


Scheduling




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All Users Tab





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I










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Boolean logic OR




Boolean logic AND




Boolean logic NOT




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PDF Export



PDF Example below



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New Project


ViewExecute Query


Delete


Modify Project


Scheduling




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All Users Tab





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I










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Boolean logic OR




Boolean logic AND




Boolean logic NOT




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PDF Export



PDF Example below



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New Project


ViewExecute Query


Delete


Modify Project


Scheduling




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All Users Tab





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I










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PMM June7_2012

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Boolean logic OR




Boolean logic AND




Boolean logic NOT




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PDF Export



PDF Example below



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New Project


ViewExecute Query


Delete


Modify Project


Scheduling




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All Users Tab





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I










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PMM June7_2012

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Boolean logic OR




Boolean logic AND




Boolean logic NOT




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PDF Export



PDF Example below



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All Users Tab





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I










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Boolean logic OR




Boolean logic AND




Boolean logic NOT




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PDF Export



PDF Example below



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I










PMM June7_2012

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Boolean logic OR




Boolean logic AND




Boolean logic NOT




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PDF Export



PDF Example below



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PMM June7_2012

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PMM June7_2012

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Boolean logic OR




Boolean logic AND




Boolean logic NOT




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PDF Export



PDF Example below



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PMM June7_2012

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Boolean logic OR




Boolean logic AND




Boolean logic NOT




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PDF Export



PDF Example below



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PDF Export



PDF Example below



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instant archive viewer v4 1 · microsoft iis. the design of the application allows standard asp.net...

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