Enterprise Vault Discovery.cloud User Guide

Last Published:
Product(s): Enterprise Vault.cloud (Version Not Specified)
  1. About Enterprise Vault Discovery.cloud
    1.  
      Introducing Enterprise Vault Discovery.cloud
    2.  
      Discovery.cloud key features
    3.  
      About classification
    4.  
      Discovery.cloud term definitions
  2. Getting started with Discovery.cloud
    1.  
      Logging on to Discovery.cloud
    2. About the Discovery.cloud 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. Discovery.cloud roles
    1.  
      About account roles and Discovery.cloud
    2.  
      Account role
    3.  
      Reviewer role
    4.  
      Administrator role
    5. Assigning roles for Discovery.cloud
      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.  
      Performing a new search of accounts (Investigations tab)
    4.  
      Saving a search of accounts (Investigations tab)
    5.  
      Viewing or modifying a saved search (Investigations tab)
    6.  
      Generating printable reports for searches (Investigations tab)
    7.  
      Deleting saved searches (Investigations tab)
    8.  
      Working with emails in the Investigations tab
    9.  
      Hiding and unhiding emails
    10.  
      Deleting emails permanently
  5. Matter management
    1.  
      About matters in eDiscovery
    2.  
      Matter workflow summary: Discovery Administrator
    3.  
      Customizing the matter review statuses
    4.  
      Creating a matter
    5.  
      Viewing the details of a matter
    6.  
      Editing a matter
    7.  
      Performing a new search of a matter
    8.  
      Saving a search of a matter
    9.  
      Viewing and modifying a saved search of a matter
    10.  
      Applying a search-level legal hold
    11.  
      Assigning an unassigned saved search to reviewers
    12.  
      Generating printable reports for searches
  6. Reviewing and working with emails in eDiscovery
    1.  
      About reviewing matters
    2.  
      Matter workflow summary: reviewer
    3.  
      Reviewing a matter's emails
    4.  
      Applying a matter review status to emails
    5.  
      Applying tags to emails
    6.  
      Adding matter notes to emails
    7.  
      Printing emails
    8.  
      Restoring emails
    9.  
      Forwarding emails
  7. Email export
    1.  
      Exporting emails
    2.  
      Sharing exports
    3.  
      Reviewing Export Status
    4.  
      Resubmitting failed export items
    5.  
      Option to maintain folder structure in the export
    6.  
      Canceling Export Batch
    7.  
      Email export FAQ
  8. Collaborative reports
    1.  
      About collaborative eDiscovery reporting
    2.  
      Report by email: Audit trail
    3.  
      Report by Matter: Matter History
    4.  
      Report by Matter: Matter Summary
    5.  
      Report by Archive: eDiscovery dashboard
  9. Discovery.cloud alerts
    1.  
      Creating an alert
  10. Email Continuity
    1.  
      Managing Email Continuity
    2.  
      Viewing Continuity emails
  11. Methods for searching matters and accounts
    1.  
      About Basic Search and Advanced Search
    2.  
      Search syntax for Basic Search and 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. Discovery.cloud Frequently Asked Questions
    1.  
      Frequently Asked Questions
  14. Best practices, limitations, and known issues
    1.  
      Best practices and limitations with Discovery.cloud
    2.  
      Known issues with Discovery.cloud
  15. Discovery.cloud updates in previous releases
    1.  
      About the Discovery.cloud updates in previous releases

Frequently Asked Questions

The following frequently asked questions provide more information about using Discovery.cloud.

  • What browsers does Discovery.cloud support?

    Discovery.cloud 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 Discovery.cloud to access my archived messages in Enterprise Vault.cloud?

    Yes, you can use Discovery.cloud 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 Discovery.cloud.

  • 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 Discovery.cloud support?

    Discovery.cloud 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 Basic 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 Basic Search and 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 Basic Search and 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.