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

Performing a new search of accounts (Investigations tab)

You can search the content of archive accounts from the Investigations tab, using Basic Search, Advanced Search, or Query Search.

To perform a new search for email content (Investigations tab)

  1. Select the Investigations tab, and then select the node where you want to perform the new search:
    • To search your own mailbox select My Mailbox > Mailbox, or select My Mailbox > Saved Searches > New Search.

    • To search one or more of your managed accounts select Managed Accounts > Saved Searches > New Search.

    • Or to search a single managed account, select Managed Accounts > Accounts and click the required account.

    The following figure shows an example of the Basic Search box:

    Basic Search box

    Perform step 2 for a Basic Search, step 3 for an Advanced Search, or step 4 for an Advanced Search.

  2. To perform a Basic Search:

    • Type a search term or phrase in the search box. You can enter up to 1000 characters. The search is not case-sensitive. The search supports phrase search, Boolean operators, proximity search, and wildcard search.

      See Search syntax for Basic Search and Advanced Search.

    • Click Search to start the search.

    • To filter the search results by date, click the single-arrow drop-down icon that is adjacent to the Basic Search box, and then select a date from the displayed calendar, or select a date option.

  3. To perform an Advanced Search click the Expand icon in the Search bar:

    The Advanced Search options then appear. The Search Custodian(s) option appears only if you are searching the content of multiple accounts.

    If you are searching content of multiple archive accounts, the Search Custodian(s) option lets you choose the accounts to include. To search all of the accounts select All. To search specific accounts, click Selected and then click Add/Remove Custodian(s) to select the required accounts.

    Specify what to search for:

    • To define multiple search clauses, click the + icon and complete a new row for each clause.

    • Searches are not case-sensitive. The search supports phrase search, Boolean operators, proximity search, and wildcard search.

      See Search syntax for Basic Search and Advanced Search.

    The following table describes the message attributes you can search for, and the search options for each.

    Entire Message

    Contains / Doesn't Contain

    Subject

    Contains / Doesn't Contain

    Body

    Contains / Doesn't Contain

    From

    Contains / Doesn't Contain

    Note:

    This option produces search results from the From field.

    To

    Contains / Doesn't Contain

    Note:

    This option produces search results from the To, BCC, and CC fields.

    Has Attachment

    Yes / No

    Attachment Name

    Contains / Doesn't Contain

    Attachment Type

    Contains / Doesn't Contain

    See Searchable attachment types.

    Classified As

    Contains / Doesn't Contain

    Note:

    This option is available if the Veritas Information Classifier service is enabled for your company.

    Select a classification tag from the drop-down list. The list shows all the classification tags that have been applied to your company's messages in Enterprise Vault.cloud.

    To see a tooltip with a classification tag's description, select the classification tag from the drop-down list and then point to the classification tag.

    Date Sent (AND)

    Is Equal To / Before / Before (Incl.) / After / After (Incl.)

    From / To

    Contains / Doesn't Contain

    Note:

    This option produces search results from the From and To fields.

    Is Hidden

    Yes / No

    IP Header

    Contains / Doesn't Contain

    Choose from Match All or Match Any to indicate whether all of the defined clauses must be matched, or whether the search results can include any matched clause.

    Then click Search to start the Advanced Search.

    Note:

    The results of an Advanced Search include a Relevance column. The length of the bar in this column represents how closely the email matches the search criteria, relevant to the other emails in the results.

  4. To perform a Query Search click the Expand icon in the Search bar.

    The Advanced and Query Search options then appear.

  5. To save the Basic, Advanced, or Query Search click Save Search and complete the Save Search dialog.

    See Saving a search of accounts (Investigations tab).