Enterprise Vault.cloud™ Advanced eDiscovery User Guide

Last Published:
Product(s): Veritas Alta eDiscovery (Version Not Specified)
  1. About Enterprise Vault Advanced eDiscovery
    1.  
      Introducing Enterprise Vault Advanced eDiscovery
    2.  
      Advanced eDiscovery key features
    3.  
      About classification
    4.  
      Advanced eDiscovery term definitions
  2. Getting started with Advanced eDiscovery
    1.  
      Logging on to Advanced eDiscovery
    2. About the Advanced eDiscovery user interface
      1.  
        About the Investigations tab
      2.  
        About the E-Discovery tab
      3.  
        About the Administration tab
      4.  
        About the Alerts tab
      5.  
        About the Dashboard tab
      6.  
        About the Continuity tab
    3.  
      Accessing your own archived emails
  3. Advanced eDiscovery roles
    1.  
      About account roles and Advanced eDiscovery
    2.  
      Account role
    3.  
      Reviewer role
    4.  
      Administrator role
    5. Assigning roles for Advanced eDiscovery
      1.  
        Assigning the Reviewer role to an account
      2.  
        Assigning the Administrator role to an account
  4. Investigations
    1.  
      About Investigations
    2.  
      About the Managed Accounts node
    3.  
      Creating a label
    4.  
      Performing a new search of accounts (Investigations tab)
    5.  
      Saving a search of accounts (Investigations tab)
    6.  
      Viewing or modifying a saved search (Investigations tab)
    7.  
      Generating and exporting printable reports for searches (Investigations tab)
    8.  
      Deleting saved searches (Investigations tab)
    9.  
      Working with emails in the Investigations tab
    10.  
      Hiding and unhiding emails
    11.  
      Deleting emails permanently
    12.  
      About the Mail Reassignment node
    13.  
      Reassigning emails
    14.  
      Viewing email reassignment status
    15.  
      Canceling the email reassignment activity
    16.  
      Generating a Mail Reassignment status report
    17.  
      Sending notifications to the mail reassignment batch initiator
    18.  
      About Collaboration
    19.  
      Searching Collaboration messages during investigation
    20.  
      Applying tags to Collaboration messages during investigation
  5. Case management
    1.  
      About Targeted Collections
    2.  
      Configuring Targeted Collection for Microsoft Teams
    3.  
      About cases in the E-Discovery tab
    4.  
      Case workflow summary: Discovery Administrator
    5.  
      Customizing the case review status tags
    6.  
      Creating a case
    7.  
      Viewing the details of a case
    8.  
      Editing a case
    9.  
      Performing a new search of a case
    10.  
      Saving a search of a case
    11.  
      Viewing and modifying a saved search of a case
    12.  
      Applying a search-level legal hold
    13.  
      Assigning Research Sets to reviewers
    14.  
      Generating printable reports for searches
    15.  
      Searching and tagging Collaboration messages in E-Discovery
  6. Reviewing and working with emails in eDiscovery
    1.  
      About reviewing cases
    2.  
      Case workflow summary: reviewer
    3.  
      Reviewing emails of cases
    4.  
      Applying a case review status tag to emails
    5.  
      Applying tags to emails
    6.  
      Adding case notes to emails
    7.  
      Printing emails
    8.  
      Restoring emails
    9.  
      Forwarding emails
  7. Email export
    1.  
      Exporting emails
    2.  
      Sharing exports with Discovery administrators
    3.  
      Sharing exports with the external reviewers
    4.  
      Reviewing Export Status
    5.  
      Resubmitting failed export items
    6.  
      Option to maintain folder structure in the export
    7.  
      Canceling Export Batch
    8.  
      Email export FAQ
  8. Collaborative reports
    1.  
      About collaborative eDiscovery reporting
    2.  
      Report by email: Audit trail
    3.  
      Report by Case: Case History
    4.  
      Report by Case: Case Summary
    5.  
      Report by Archive: eDiscovery dashboard
  9. Advanced eDiscovery alerts
    1.  
      Creating an alert
  10. Email Continuity
    1.  
      Managing Email Continuity
    2.  
      Viewing Continuity emails
  11. Methods for searching cases and accounts
    1.  
      About Advanced Search
    2.  
      Search syntax for Advanced Search
    3.  
      About stop words and special characters
    4.  
      Phrase searches
    5. Boolean operator searches
      1.  
        AND operator search
      2.  
        OR operator search
      3.  
        NOT operator search
      4.  
        About using multiple Boolean operators
      5.  
        About using Boolean operators with phrase searches
      6.  
        About Boolean operators and special characters
    6.  
      Wildcard searches
    7.  
      Proximity searches
    8.  
      Double-byte character set searches
    9.  
      About enhanced searches in Japanese
    10.  
      Searchable attachment types
    11.  
      Search examples and tips
  12. Methods for searching tables and reports
    1.  
      About Quick Search and Criteria Search
    2.  
      Searching tables, lists, and reports
  13. Advanced eDiscovery Frequently Asked Questions
    1.  
      Frequently Asked Questions
  14. Best practices, limitations, and known issues
    1.  
      Best practices and limitations with Advanced eDiscovery
    2.  
      Known issues with Advanced eDiscovery
  15. Advanced eDiscovery updates in previous releases
    1.  
      About the Advanced eDiscovery updates in previous releases

Advanced eDiscovery term definitions

Table: Advanced eDiscovery definitions lists some specific terms that are used in Advanced eDiscovery and explains their meaning in this context.

Table: Advanced eDiscovery definitions

Term

Description

Classification

If your company is enabled for the Veritas Information Classifier service, you can simplify data management decisions by categorizing data based on classification policies. The Veritas Information Classifier integrates with Enterprise Vault.cloud to analyze the emails that Enterprise Vault.cloud stores. The Veritas Information Classifier service assigns classification tags to those emails that match the classification policies your Enterprise Vault.cloud system administrator has enabled.

Classification tag

The Veritas Information Classifier service assigns classification tags to the incoming emails that match the conditions of an enabled classification policy. Advanced eDiscovery users can search on the classification tags as part of their eDiscovery work.

Custodian

In the context of Advanced eDiscovery, a custodian is anyone for whom your organization holds or has held an archive account. When a Discovery Administrator creates a case, they assign the custodians that the associated eDiscovery is to include.

eDiscovery

eDiscovery is the electronic aspect of identifying, collecting, and producing electronically stored information in response to a request for production in a law suit or investigation.

GDPR

General Data Protection Regulation. A regulation to strengthen and unify data protection for individuals within the European Union (EU). The GDPR aims primarily to give control back to citizens and residents over their personal data and to unify data protection regulation within the EU.

Investigation

In the context of Advanced eDiscovery, this term means to examine and discover the factors of a potentially legal inquiry.

Label

Apply a label to an email typically to mark it as exempt from the review process. The default labels are: Spam, Privileged, and Personal. You can create custom labels to suit your company's requirements.

Legal Hold

A legal hold is a process that an organization uses to preserve relevant information for legal reasons.

Case

In law, a case is a subject that is in controversy or in dispute. In Advanced eDiscovery a Discovery Administrator creates a case to act as a container in which to associate all the related emails and attachments for such a subject.

Tag

In Advanced eDiscovery a tag is a marker that can be applied to emails to help organize the process of investigation or review.

  • In the E-Discovery tab you can tag an email with a review status tag to indicate its status in the eDiscovery review process.

  • You can apply your own custom tags to emails as you want, for example to retrieve identically tagged emails easily at a later time. These tags are visible only to the user that applies them.

  • You can tag emails with a managed tag, if you have any of these available to you. Managed tags are created in the Enterprise Vault.cloud Administration Console, under the My Config > Managed Tags node.

  • If your company uses the Veritas Information Classifier service, the service can apply classification tags to the emails that match the enabled policies in the Veritas Information Classifier. You can search for these classification tags as part of your eDiscovery work. Note that the classification tags cannot be applied manually.