Veritas Advanced eDiscovery User Guide

About cases in the E-Discovery tab

In Advanced eDiscovery, a Discovery Administrator creates a case as a container in which to associate the related emails and attachments for a subject on which they want to perform a traceable examination.

Cases are created and managed in the E-Discovery tab. When creating a case, the Discovery Administrator selects the user accounts (custodians) that the E-Discovery is to include. Within the case the Discovery Administrator can create and save the searches that find the custodian emails and attachments that may be pertinent to the case. The searches and review actions within a case are traceable.

Typically a case is set to place on legal hold all the emails that are associated with it. The legal hold ensures that the emails are retained in Enterprise Vault.cloud, regardless of the company's email retention policies. An email remains on legal hold until the reviewer or administrator removes the legal hold. Normally, the legal hold is removed for an email when a reviewer determines that it is not of interest to the case. Legal hold can also be applied to the results of individual searches.

When you save a search of a case, you can choose to save it as a Review Set, at which point you assign the search results to the case's reviewers for analysis. Multiple reviewers can interact and collaborate to review the search results to distribute the review work and expedite the discovery process. Once a search is saved as a Review Set it cannot be modified.