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 and exporting 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
    11.  
      About the Mail Reassignment node
    12.  
      Reassigning emails
    13.  
      Viewing email reassignment status
    14.  
      Canceling the email reassignment activity
    15.  
      Generating a Mail Reassignment status report
    16.  
      Sending notifications to the mail reassignment batch initiator
  5. Matter management
    1.  
      About matters in eDiscovery
    2.  
      Matter workflow summary: Discovery Administrator
    3.  
      Creating a label
    4.  
      Customizing the matter review statuses
    5.  
      Creating a matter
    6.  
      Viewing the details of a matter
    7.  
      Editing a matter
    8.  
      Performing a new search of a matter
    9.  
      Saving a search of a matter
    10.  
      Viewing and modifying a saved search of a matter
    11.  
      Applying a search-level legal hold
    12.  
      Assigning an unassigned saved search to reviewers
    13.  
      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 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 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

Discovery.cloud term definitions

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

Table: Discovery.cloud 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. Discovery.cloud users can search on the classification tags as part of their eDiscovery work.

Custodian

In the context of Discovery.cloud, a custodian is anyone for whom your organization holds or has held an archive account. When a Discovery Administrator creates a matter, 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 Discovery.cloud, 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.

Matter

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

Tag

In Discovery.cloud 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 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.