2.2 Importing Notebooks

The Investigation Toolkit contains the ECM Integration L1, Special Investigation, ECM Case Narrative and Investigation Flow Template notebooks.

These notebooks are available in the <INVESTIGATION_TOOLKIT_INSTALLATION_PATH>/notebook directory. A copy of each notebook is present in <INVESTIGATION_TOOLKIT_INSTALLATION_PATH>/notebook-with-source-code directory. These copies contain code in each paragraph and can be used to deep-dive into implementation and customize it if required.

Note:

The notebook-with-source-code is applicable only for ECM Integration L1, Special Investigation and ECM Case Narrative.

To import notebooks:

  1. Navigate to the <INVESTIGATION_TOOLKIT_INSTALLATION_PATH>/notebook directory and download notebooks to the local directory.
  2. Login to the Data Studio application.
    https://<Host_Name>:<Port_Number>/cs
    Here <Port_Number> is 7008 for the Data Studio application installed on-premise.

    Note:

    The default port number is 7008. However, the port number can be customized while deploying Compliance Studio. Reach out to the Compliance Studio installation team if the port number is customized.

    Note:

    If the user is logging in for the first time, then login to Compliance Studio first and then access the Data Studio.
    Once logged in, the Notebooks page is displayed.

    Figure 2-1 Notebooks page


    Description of Figure 2-1 follows
    Description of "Figure 2-1 Notebooks page"

  3. Click Import. The Import notebook(s) page is displayed.

    Figure 2-2 Import Notebooks Page


    Description of Figure 2-2 follows
    Description of "Figure 2-2 Import Notebooks Page"

  4. Click Drag and Dropand select the downloaded notebooks from the local directory.
  5. Click Open. The selected notebooks are added to the Import notebook(s) page.
  6. Click Import. These notebooks will be imported and available in the Investigation Toolkit folder.
  7. Navigate to the Investigation Toolkit folder and click the required notebook. The following page is displayed.

    Figure 2-3 Setting Default Template


    Description of Figure 2-3 follows
    Description of "Figure 2-3 Setting Default Template"

  8. Click Update Notebook Template and select FCGM Default Template to access the notebook.

    Note:

    This step is required only when the FCGM Default Template is not selected automatically.