Veritas Advanced eDiscovery User Guide

Last Published:
Product(s): Enterprise Vault.cloud (Version Not Specified)
  1. About Veritas Advanced eDiscovery
    1.  
      Introducing Veritas 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

Frequently Asked Questions

The following frequently asked questions provide more information about using Advanced eDiscovery.

  • What browsers does Advanced eDiscovery support?

    Advanced eDiscovery support is limited to the browsers that are listed in the Enterprise Vault.cloud Compatibility List.

    See the Enterprise Vault.cloud Compatibility List.

  • Can I use Advanced eDiscovery to access my archived messages in Enterprise Vault.cloud?

    Yes, you can use Advanced eDiscovery to access your messages that are archived in Enterprise Vault.cloud. However, certain Personal.cloud features such as search filters and active folders are not available from Advanced eDiscovery.

  • What happens to archived messages when my organization deletes a user account?

    The archived messages of a deleted user remain in your organization's archive. The messages are also searchable by reviewers and administrators with the appropriate permissions.

  • When are archived messages removed from my organization's archive permanently?

    Archived messages are permanently removed in accordance with the retention polices in place for your organization.

  • What happens to the messages that are sent to a disabled or deleted user account?

    The messages that are sent to a disabled user account are excluded from archiving and do not appear in the archive of the disabled user or the Unassigned Legacy Account. The messages that are sent to a deleted user account appear in the Unassigned Legacy Account.

  • Can disabled users access their archived messages in Enterprise Vault.cloud?

    No, disabled users cannot access their archived messages in Enterprise Vault.cloud.

  • What attachment types does Advanced eDiscovery support?

    Advanced eDiscovery supports a wide range of attachment types:

    See Searchable attachment types.

  • Can I search for calendar items or contacts?

    No, currently archive calendar items and contacts are not archived.

  • What is the character limit of search strings?

    You can enter up to 1000 characters in the search field of the Search box.

  • Does capitalizing a word affect search results?

    No, search terms are not case-sensitive.

  • Are there "stop words" that are excluded from search?

    Yes. In Advanced Search, common words or "stop words" are automatically dropped from searches.

    See About stop words and special characters.

  • How can I search for an exact phrase?

    In Advanced Search, to search for an exact phrase place double quotation marks around the search term.

    See Phrase searches.

  • How can I search for two terms at once?

    In Basic and Advanced Search enter an uppercase AND between two search terms to find emails containing both term. Use an uppercase OR between two search terms to find emails containing at least one of the terms.

    See Boolean operator searches.

  • Can I use Boolean Search Logic?

    Yes, in Basic and Advanced Search you can use a combination of AND, OR, and NOT with your search terms to construct Boolean search criteria.

    See Boolean operator searches.

  • Can I conduct a wildcard search?

    Yes, in Basic and Advanced Search you can use an asterisk or a question mark at the end of a word to conduct a wildcard search.

    See Wildcard searches.

  • Can I use the proximity of words as a search criteria?

    Yes, in Basic and Advanced Search you can enter two search terms in quotation marks followed by a tilde and a numerical value to represent the word count proximity.

    See Proximity searches.

  • What is the maximum number of messages that I can export?

    You can export up to 200,000 messages.

  • Why is the export to NSF option unavailable in the Export Options?

    The NSF export option is only available when a Domino server has been configured as the mail server type in the archive settings. Contact your Archive Administrator for more information.