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. 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 labels
      1.  
        Creating a label
    5. About Tags
      1. Updating tags
        1.  
          Removing emails and collaboration messages from tags
        2.  
          Deleting tags
      2.  
        Removing emails and collaboration messages from tags
      3.  
        Deleting tags
    6. About Searches in investigation
      1.  
        Performing a new search of accounts
      2.  
        Saving a search of accounts
      3.  
        Updating on-going and standard searches form the My Mailbox node
      4.  
        Updating an on-going or a standard search from the Managed Accounts node
      5.  
        Generating and exporting printable reports for searches
      6.  
        Deleting searches
    7.  
      Working with the searched emails
    8.  
      Hiding and unhiding emails
    9.  
      Deleting emails permanently
    10. 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
    11. Working with the searched collaboration messages
      1.  
        Searching collaboration messages during investigation
      2.  
        Applying tags to collaboration messages
      3.  
        Applying labels to collaboration messages
      4.  
        Exporting collaboration messages
    12. About 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
      5.  
        Applying labels to the Advanced ECA search items
      6.  
        Exporting the Advanced ECA search items
      7.  
        Reassigning the Advanced ECA search items
      8.  
        Printing the selected Advanced ECA search items
      9.  
        Deleting an Advanced ECA search
  5. Case management
    1.  
      About cases in the eDiscovery tab
    2.  
      Case workflow summary: eDiscovery Administrator
    3.  
      Customizing the case review status tags
    4.  
      Creating a case
    5.  
      Viewing the details of a case
    6.  
      Editing a case
    7.  
      Performing a new search of a case
    8.  
      Saving a search of a case
    9.  
      Viewing and modifying a saved search of a case
    10.  
      Applying a search-level legal hold
    11.  
      Assigning Research Sets to reviewers
    12.  
      Generating printable reports for searches
    13.  
      Searching and tagging Collaboration messages in eDiscovery
  6. Reviewing and working with emails in eDiscovery
    1.  
      About reviewing cases
    2.  
      Case workflow summary: reviewer
    3.  
      Filtering emails and collaboration messages of cases for review
    4.  
      Applying a case review status tag to emails and collaboration messages
    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 eDiscovery 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

Configuring Targeted Collection for Enterprise Vault

The Enterprise Vault reactive collector lets your organization collect emails that are associated with your Enterprise Vault. After an administrator configures this collector for your organization, the emails that match the filter criteria can be collected in Advanced eDiscovery.

You must configure the filter criteria for each Enterprise Vault reactive collector. Based on the filter criteria, the Enterprise Vault reactive collector collects the archive-level and vault-level data in Advanced eDiscovery to perform all eDiscovery operations.

You do not need to enable any primary or secondary services to help end users to discover their Enterprise Vault specific data. Customers need to contact Veritas Support to request to enable these services for them. However, you must possess the administrator role to configure the Enterprise Vault reactive collector synchronization in Advanced eDiscovery.

Note:

To configure Targeted Collection for Enterprise Vault

  1. On the Investigations tab, in the left navigation pane, select Targeted Collection.
  2. Click Add and select the Enterprise Vault collector.

    Note:

    At the time of adding the first collector, the Set up Collection button appears in the middle of the screen. If one or more collectors are already added, the Add option appears.

  3. On the Collection Information tab, specify the following:

    Collection name

    Provide a unique name for this collection.Enterprise Vault.cloud

    Email

    Enter email to get notification once the targeted collection has finished processing.

  4. Click Save and Next to navigate to the Filter tab.
  5. On the Filter tab, do the following:

    Date

    Specify the date range for collection. The available options are Before, After, and Between.

    Vault stores and Archives

    Select the appropriate vault stores or archives in which you want to search the data.

    • Select the All vault stores option to consider all the available vault stores to search emails.

    • Select the Selected vault store(s) option to select the required vault stores for the selected archives. The Select vault(s) button appears. Click Select vault(s) to search for and select the required vaults for searching emails. You can remove the selection from the same dialog box.

    • Select the All archives option to consider all the available archives to search emails.

    • Select the Selected archive(s) option to select the required archives. The Select archive(s) button appears. Click Select Vault(s) to search for and select the required archives for searching emails. You can remove the selection from the same dialog box.

    Search terms

    Specify the criteria with the help of keywords. It helps you to restrict searching emails from the selected vault stores and archives.

    Use the plus-icon to save the search term and add a new criteria under the Search terms section.

    Use the minus-icon to remove an existing criteria.

    Attachments

    Specify the file types (Enterprise Vault compatible file extensions such as .pdf, .doc, .zip, and so on) that you want to collect during data collection from Enterprise Vault.

    Custom attributes

    Specify attributes that you want to include in the search configuration.

    If you want to provide several attributes, specify either All of or Any of option under the Attribute inclusion section. It determines whether the search results should match any of the attributes or all of them.

  6. Click Save and Next to navigate to the Send to Cases tab.
  7. On the Send to Cases tab, do the following:

    Send to existing case

    If you want to send the search result to a specific case, select this check box. This is not a mandatory field.

    However, if you have selected this option, the application displays the list of available cases. Search for and select the cases to which you want to send the search result.

    Research set name

    Enter the research set name.

  8. Click Save and Next to navigate to the Review tab.
  9. On the Review tab, do the following:
    • Check the configuration information to ensure accuracy.

    • To modify configuration information, click the corresponding Edit link.

  10. If the data is correct, click Complete.

    The Enterprise Vault reactive collector appears in the Targeted Collections page.

  11. If the status of the targeted collector is Incomplete, modify the collector configuration. To modify the configuration, click on the targeted collection name.

    Note:

    If the configuration is incomplete, user cannot be sent to case. User cannot remove the previously selected and saved options.

  12. After successful configuration, if you want to send the data to more cases, click Send to case in the respective row.