Enterprise Vault Advanced eDiscovery User Guide

Last Published:
Product(s): Enterprise Vault.cloud (Version Not Specified)
  1. About Enterprise Vault Advanced eDiscovery
    1.  
      Introducing Enterprise Vault Advanced eDiscovery
    2.  
      Advanced eDiscovery key features
    3.  
      About classification
    4.  
      Advanced eDiscovery term definitions
  2. Getting started with Advanced eDiscovery
    1.  
      Logging on to Advanced eDiscovery
    2. About the Advanced eDiscovery 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. 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. Investigations
    1.  
      About Investigations
    2.  
      About the Managed Accounts node
    3.  
      Creating a label
    4.  
      Performing a new search of accounts (Investigations tab)
    5.  
      Saving a search of accounts (Investigations tab)
    6.  
      Viewing or modifying a saved search (Investigations tab)
    7.  
      Generating and exporting printable reports for searches (Investigations tab)
    8.  
      Deleting saved searches (Investigations tab)
    9.  
      Working with emails in the Investigations tab
    10.  
      Hiding and unhiding emails
    11.  
      Deleting emails permanently
    12.  
      About the Mail Reassignment node
    13.  
      Reassigning emails
    14.  
      Viewing email reassignment status
    15.  
      Canceling the email reassignment activity
    16.  
      Generating a Mail Reassignment status report
    17.  
      Sending notifications to the mail reassignment batch initiator
    18.  
      About Collaboration
    19.  
      Searching Collaboration messages during investigation
    20.  
      Applying tags to Collaboration messages during investigation
  5. Case management
    1.  
      About Targeted Collections
    2.  
      Configuring Targeted Collection for Microsoft Teams
    3.  
      About cases in the E-Discovery tab
    4.  
      Case workflow summary: Discovery Administrator
    5.  
      Customizing the case review status tags
    6.  
      Creating a case
    7.  
      Viewing the details of a case
    8.  
      Editing a case
    9.  
      Performing a new search of a case
    10.  
      Saving a search of a case
    11.  
      Viewing and modifying a saved search of a case
    12.  
      Applying a search-level legal hold
    13.  
      Assigning Research Sets to reviewers
    14.  
      Generating printable reports for searches
    15.  
      Searching and tagging Collaboration messages in E-Discovery
  6. Reviewing and working with emails in eDiscovery
    1.  
      About reviewing cases
    2.  
      Case workflow summary: reviewer
    3.  
      Reviewing emails of cases
    4.  
      Applying a case review status tag to emails
    5.  
      Applying tags to emails
    6.  
      Adding case notes to emails
    7.  
      Printing emails
    8.  
      Restoring emails
    9.  
      Forwarding emails
  7. Email export
    1.  
      Exporting emails
    2.  
      Sharing exports with Discovery administrators
    3.  
      Sharing exports with the external reviewers
    4.  
      Reviewing Export Status
    5.  
      Resubmitting failed export items
    6.  
      Option to maintain folder structure in the export
    7.  
      Canceling Export Batch
    8.  
      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

About Quick Search and Criteria Search

The following search interfaces are provided for searching the lists or tables that Advanced eDiscovery displays, such as lists of user accounts, reviewers, cases, tags, or reports:

  • Quick Search provides a search based on complete or partial words.

  • Criteria Search. On some of the pages that provide Quick Search, an additional option named Criteria Search lets you search on specific table criteria.

Note:

Quick Search and Criteria Search do not support phrase search, Boolean operators, proximity search, or wildcard search.

Quick Search is available on the following Advanced eDiscovery pages. The pages that also have Criteria Search are indicated in brackets:

  • Investigations tab:

    • Managed Accounts > Accounts (Criteria Search also available)

    • Tags and Holds > Holds

    • Tags and Holds > Tags

    • Tags and Holds > Retention

    • Batch Processes > Exports

    E-Discovery tab:

    • Administration > Reviewers (Criteria Search also available)

    • Cases > Case List

    • Cases > Status

    • Cases > Case Name > Tags

    • Cases > Case Name > Batch Processes > Exports

    • Cases > Case Name > Case History (Criteria Search also available)

    Alerts tab:

    • Search Log

    • Policy Alert (Criteria Search also available)

See Searching tables, lists, and reports.