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
  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.  
      Reviewing Export Status
    3.  
      Resubmitting failed export items
    4.  
      Option to maintain folder structure in the export
    5.  
      Canceling Export Batch
    6.  
      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
    2.  
      November 2015 updates
    3.  
      February 2015 updates
    4.  
      May 2014 updates
    5.  
      July 2013 updates
    6.  
      May 2013 updates
    7.  
      February/March 2013 updates
    8.  
      November 2012 updates
    9.  
      June 2012 updates
    10.  
      May 2012 updates
    11.  
      March 2012 updates
    12.  
      January/February 2012 updates

Matter workflow summary: Discovery Administrator

Table: Process for a Discovery Administrator to set up a new matter shows the steps that are required for a Discovery Administrator to create and manage a matter.

Table: Process for a Discovery Administrator to set up a new matter

Phase

Action

Description

Phase 1

Prepare the reviewers, labels, and review statuses for the matters.

  • Prepare the reviewers. The System Administrator can assign Enterprise Vault.cloud accounts to the Reviewer and Administrator roles as required.

    See About account roles and Discovery.cloud.

    Note:

    Take care in selecting users for the Reviewer role, since reviewers can see other employees' emails.

    Review the current list of reviewers and the matters to which they are assigned from the E-Discovery > Administration > Reviewers node.

  • Prepare the labels. You can use the default labels or create customized labels to suit your company's processes and requirements. Labels are applied to emails typically to mark them as exempt from the review process. The default labels are: Spam, Privileged, and Personal.

    You can manage the labels from the E-Discovery > Administration > Labels node.

  • Prepare the review statuses. You can create review statuses and choose which are available when creating new matters.

    See Customizing the matter review statuses.

Phase 2

In E-Discovery > Matters, add a new matter.

The steps to add a new matter are:

  • Provide a name, description, and expiry date.

  • Apply legal hold for the matter, if required.

  • Select the user accounts (custodians) on which to perform the eDiscovery.

  • Select one of more reviewers for the matter.

  • Select the review statuses to use with the matter.

See Creating a matter.

Phase 3

Create a search.

Use a search to find the data of interest. Run the search to check the results. The results of assigned searches determine the emails that the reviewers process. Typically, the reviewers do not see any other emails than these.

See Performing a new search of a matter.

Phase 4

Apply labels and tags to the search.

Apply labels, tags, and notes to emails as required.

See Applying tags to emails.

See Adding matter notes to emails.

Phase 5

Save the search and assign it to a reviewer.

Assign the required searches to the reviewers for analysis. You can divide the search results between multiple reviewers.

Apply a search-level legal hold, if required.

See Saving a search of a matter .

See Assigning an unassigned saved search to reviewers.

See Applying a search-level legal hold.