Veritas Advanced eDiscovery User Guide

Last Published:
Product(s): Enterprise Vault.cloud (Version Not Specified)
  1. About Veritas Advanced eDiscovery
    1.  
      Introducing Veritas Advanced eDiscovery
    2.  
      Advanced eDiscovery key features
    3.  
      About classification
    4.  
      Advanced eDiscovery term definitions
  2. Getting started with Advanced eDiscovery
    1.  
      What's new in this release
    2.  
      Logging on to Advanced eDiscovery
    3.  
      Logging off from Advanced eDiscovery
    4. About the Advanced eDiscovery user interface
      1. About the left navigation pane
        1.  
          Investigations tab
        2.  
          eDiscovery tab
      2.  
        About the title bar options
      3.  
        About the search bar
      4.  
        About the bottom navigation bar
      5.  
        About the Details pane
    5.  
      Accessing your own archived emails
  3. Advanced eDiscovery roles
    1.  
      About account roles and Advanced eDiscovery
    2.  
      Account role
    3.  
      Reviewer role
    4.  
      Administrator role
    5. Assigning roles for Advanced eDiscovery
      1.  
        Assigning the Reviewer role to an account
      2.  
        Assigning the Administrator role to an account
  4. Managing investigations
    1.  
      About Investigations
    2. About Targeted Collections
      1.  
        Configuring Targeted Collection for Microsoft Teams
      2.  
        Configuring Targeted Collection for OneDrive for Business
      3.  
        Configuring Targeted Collection for Enterprise Vault
    3.  
      About Managed Accounts
    4. About Searches in investigation
      1.  
        Creating a new search
      2.  
        Saving searches as on-going and standard searches
      3. Updating on-going and standard searches
        1.  
          Updating on-going and standard searches from Mailbox
        2.  
          Updating an on-going or a standard search from Managed Accounts
      4.  
        Exporting a summary report of searched items
      5.  
        Deleting searches
    5. Working with searched emails
      1.  
        Applying tags and legal hold to emails
      2.  
        Applying labels to emails
      3.  
        Exporting searched emails
      4.  
        Exporting a search summary report for emails
      5.  
        Reassigning emails
      6.  
        Hiding and unhiding emails
      7.  
        Deleting emails permanently
    6. Working with searched collaboration messages
      1.  
        Searching collaboration messages during investigation
      2.  
        Applying tags and legal hold to collaboration messages
      3.  
        Applying labels to collaboration messages
      4.  
        Exporting collaboration messages
      5.  
        Exporting a search summary report for collaboration messages
    7. Working with searched files
      1.  
        Applying tags and legal hold to files
      2.  
        Applying labels to files
      3.  
        Exporting searched files
      4.  
        Exporting a search summary report for files
    8. Working with Advanced ECA searches
      1.  
        Creating an Advanced ECA search
      2.  
        Updating an Advanced ECA search
      3.  
        Filtering an Advanced ECA search
      4. Applying tags to the Advanced ECA search items
        1.  
          Applying tags to emails in Advanced ECA search
        2.  
          Applying tags to collaboration messages in Advanced ECA search
        3.  
          Applying tags to files in Advanced ECA search
      5. Applying labels to the Advanced ECA search items
        1.  
          Applying labels to emails in Advanced ECA search
        2.  
          Applying labels to collaboration messages in Advanced ECA search
        3.  
          Applying labels to files in Advanced ECA search
      6. Exporting the Advanced ECA search items
        1.  
          Exporting emails from Advanced ECA search
        2.  
          Exporting collaboration messages from Advanced ECA search
        3.  
          Exporting files from Advanced ECA search
      7. Exporting an Advanced ECA search summary report
        1.  
          Exporting summary report for emails
        2.  
          Exporting summary report for collaboration messages
        3.  
          Exporting summary report for files
      8.  
        Reassigning emails from the Advanced ECA search
      9.  
        Printing the selected Advanced ECA searched items
      10.  
        Deleting an Advanced ECA search
    9. About Mail Reassignment
      1.  
        Reassigning emails
      2.  
        Viewing email reassignment status
      3.  
        Canceling the email reassignment activity
      4.  
        Generating a Mail Reassignment status report
      5.  
        Viewing mail reassignment notifications and status reports
    10. About labels
      1.  
        Creating a label
    11. About legal holds
      1.  
        Viewing legally hold items
    12. About Tags
      1.  
        Updating tags
      2.  
        Removing items from tags
      3.  
        Deleting tags
  5. Managing cases
    1.  
      About cases
    2.  
      About case workflow summary: eDiscovery Administrator
    3.  
      Creating case review statuses
    4.  
      Creating cases
    5.  
      Viewing case details
    6.  
      Editing cases
    7. About searches in eDiscovery
      1.  
        Performing searches within cases
      2.  
        Saving searches in Review sets and Research sets
      3.  
        Modifying saved searches of cases
      4.  
        Applying a search-level legal hold
      5.  
        Assigning review sets to reviewers
      6.  
        Generating a search summary report
  6. Managing reviews
    1.  
      About reviewing cases
    2.  
      About case workflow summary: eDiscovery Reviewers
    3. Reviewing emails
      1.  
        Accessing emails for review
      2.  
        Applying tags to emails
      3.  
        Exporting emails
      4.  
        Exporting a search summary report for emails
      5.  
        Adding notes to emails
      6.  
        Applying review status to emails
      7.  
        Viewing audit history of emails
      8.  
        Printing emails
      9.  
        Restoring emails
      10.  
        Forwarding emails
    4. Reviewing collaboration messages
      1.  
        Accessing collaboration messages for review
      2.  
        Applying tags to collaboration messages
      3.  
        Applying legal hold to collaboration messages
      4.  
        Applying and removing review status to collaboration message
      5.  
        Exporting collaboration messages
      6.  
        Exporting a search summary report for collaboration messages
      7.  
        Adding notes to collaborative messages
      8.  
        Viewing audit history of collaborative messages
    5. Reviewing files
      1.  
        Accessing files for review
      2.  
        Applying tags to Files
      3.  
        Applying or removing legal hold to files
      4.  
        Applying and removing review status to files
      5.  
        Exporting files
      6.  
        Exporting a search summary report for files
      7.  
        Adding notes to files
      8.  
        Viewing audit history of files
      9.  
        Downloading files
  7. Managing exports
    1.  
      About exports
    2.  
      Performing exports in Investigation and eDiscovery
    3.  
      Reviewing Export Status
    4.  
      Resubmitting failed export items
    5.  
      Option to maintain folder structure in the export
    6.  
      Canceling Export Batch
    7.  
      Email export FAQ
  8. Collaborative reports
    1.  
      About collaborative eDiscovery reporting
    2.  
      Report by email: Audit trail
    3.  
      Report by Case: Case History
    4.  
      Report by Case: Case Summary
    5.  
      Report by Archive: eDiscovery dashboard
  9. Advanced eDiscovery alerts
    1.  
      Creating an alert
  10. Email Continuity
    1.  
      Managing Email Continuity
    2.  
      Viewing Continuity emails
  11. Methods for searching cases and accounts
    1.  
      About Advanced Search
    2.  
      Search syntax for 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. Advanced eDiscovery Frequently Asked Questions
    1.  
      Frequently Asked Questions
  14. Best practices, limitations, and known issues
    1.  
      Best practices and limitations with Advanced eDiscovery
    2.  
      Known issues with Advanced eDiscovery
  15. Advanced eDiscovery updates in previous releases
    1.  
      About the Advanced eDiscovery updates in previous releases

Creating a new search

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

To create a new search

  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 > New Search.

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

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

    The following figure shows a sample Search page:

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

  2. To perform an Advanced Search, do the following:
    • Select the Advanced Search tab.

    • Select the custodian archives you want to search.

      • To search archives of all of the custodians that are associated with the case, select All.

      • To search archives of the particular custodians, select Custom. Click Manage to search for, add, and remove the custodians. Click Update to complete the custodian selection.

    • Expand the Custom Header option, and specify the search criteria based on the custom headers.

      Note:

      The Custom Header option does not appear if there is no entry for a custom header for a particular group or tenant in database. Custom header does not work independently. You need to use the filter criteria to search the required items.

      • Click + to add new search clauses.

      • Click - to remove search clauses that are not required.

      • In the first column, select the required header you want to search for. Based on the data type you have selected, the operator changes.

        For example, if you have selected the receiver date in header, the operator values can be Between, Before inclusive and After inclusive. For a numeric or integer header value, the operator values can be Is equal to, Less than, and Greater than. If you have selected a string value in header, then the operator will be Contains.

      • In the second column, select the available operator.

      • In the third column, specify the text, phrase, or date that you want to search for.

    • Expand the Filters option, and specify the search criteria by using the following options.

      • Select All to match all conditions you have provided.

      • Select Any to match any of the conditions you have provided.

      • Click + to add new search clauses, and complete a new row for each clause.

      • Click - to remove search clauses that are not required.

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

        See Search syntax for Advanced Search.

    • Search for and select the message attributes you want to search. Refer to the table below:

      Entire Message

      Contains / Doesn't Contain

      Subject

      Contains / Doesn't Contain

      Body

      Contains / Doesn't Contain

      From

      Contains / Doesn't Contain

      Note:

      Produces search results from the From field.

      To

      Contains / Doesn't Contain

      Note:

      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.

      Inbound Message (AND)

      Yes / No

      Outbound Message (AND)

      Yes / No

      Is Hidden

      Yes / No

      IP Header

      Contains / Doesn't Contain

      Sentiment Score

      Classifies and displays the records based on their sentiment score.

  3. To perform a Query Search, do the following:
    • Select the Query Search tab.

    • Select the custodian archives you want to search.

      • To search archives of all of the custodians that are associated with the case, select All.

      • To search archives of the particular custodians, select Custom. Click Manage to search for, add, and remove the custodians. Click Update to complete the custodian selection.

    • Specify the search query by providing keywords.

  4. Click Search.

    Note:

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

  5. Click Save Search.

    See Saving searches in Review sets and Research sets.