Veritas Advanced eDiscovery User Guide
- About Veritas Advanced eDiscovery
- Getting started with Advanced eDiscovery
- Advanced eDiscovery roles
- Investigations
- About Investigations
- About the Managed Accounts node
- Creating a label
- Performing a new search of accounts (Investigations tab)
- Saving a search of accounts (Investigations tab)
- Viewing or modifying a saved search (Investigations tab)
- Generating and exporting printable reports for searches (Investigations tab)
- Deleting saved searches (Investigations tab)
- Working with emails in the Investigations tab
- Hiding and unhiding emails
- Deleting emails permanently
- About the Mail Reassignment node
- Reassigning emails
- Viewing email reassignment status
- Canceling the email reassignment activity
- Generating a Mail Reassignment status report
- Sending notifications to the mail reassignment batch initiator
- About Collaboration
- Searching Collaboration messages during investigation
- Applying tags to Collaboration messages during investigation
- Case management
- About Targeted Collections
- Configuring Targeted Collection for Microsoft Teams
- About cases in the E-Discovery tab
- Case workflow summary: Discovery Administrator
- Customizing the case review status tags
- Creating a case
- Viewing the details of a case
- Editing a case
- Performing a new search of a case
- Saving a search of a case
- Viewing and modifying a saved search of a case
- Applying a search-level legal hold
- Assigning Research Sets to reviewers
- Generating printable reports for searches
- Searching and tagging Collaboration messages in E-Discovery
- Reviewing and working with emails in eDiscovery
- Email export
- Collaborative reports
- Advanced eDiscovery alerts
- Email Continuity
- Methods for searching cases and accounts
- Methods for searching tables and reports
- Advanced eDiscovery Frequently Asked Questions
- Best practices, limitations, and known issues
- Advanced eDiscovery updates in previous releases
Advanced eDiscovery key features
Advanced eDiscovery includes the following features:
Advanced iterative search capabilities
Advanced eDiscovery enables you to accelerate eDiscovery and investigations with powerful search capabilities to deliver fast results. Advanced eDiscovery enables you to build iterative searches using multiple criteria and to refine searches until the relevant information is located. If you add any criteria that narrow the search results too significantly, you can delete the term that limited the results, without re-building the entire search.
Once the desired criteria are established, you can save the search. If you save the search as an on-going search, any new items that meet the criteria are automatically found, which significantly reduces review time. Phrase, Boolean, proximity, and wildcard search functionality enables relevant information to be found quickly, and allows further refinement of search results before export.
Collaborative eDiscovery workflow
Advanced eDiscovery provides a built-in collaborative workflow. Advanced eDiscovery's case management capabilities enable multiple reviewers to interact and collaborate on a specific case. Once a case is created, you can provision each reviewer with distinct privileges within the case. Reviewers can review messages, view case logs and reports, create exports, manage other reviewers, and edit a case, depending on their privileges. The external reviewers can have the additional privilege - download shared export - that allows them to download the exports shared by the administrator.
A reviewer with access to a case can use the extensive search capabilities to search the archives of the custodians involved. Searches can be saved and assigned to various reviewers to distribute the workload and expedite the eDiscovery process.
A reviewer can place archived information on legal hold, apply review status tags and labels, categorize information, and add notes for other reviewers.
Classification with the Enterprise Vault.cloud Information Classifier.
If your company has the Veritas Information Classifier service enabled, the service can apply classification tags to Enterprise Vault.cloud's incoming emails that match the enabled policies in the Veritas Information Classifier. Advanced eDiscovery users can then search for the emails that are tagged with these classification tags.
See About classification.
Flexible export options
Designated reviewers and administrators can perform online exports of search results. The ability for you to export data yourself minimizes your IT team's workload.
You can export archived information from the archive in EML, PST, and NSF formats, with or without EDRM XML files. The archived information can then be imported into solutions like the Veritas™ eDiscovery Platform. An authorized reviewer or administrator can name and password-protect their exports.
Reporting
Advanced eDiscovery offers reporting functionality for reviewers and administrators to view audit trails for individual messages, or to view the history of an entire case.