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

Filtering an Advanced ECA search

To filter an Advanced ECA search

  1. On the Investigations tab, select Managed Accounts.
  2. Select the already existing Advanced ECA search that you want to filter.

    The search opens in the right pane.

  3. Expand Search Criteria to view the criteria based on which this Advanced ECA search is created. You cannot edit the search criteria of Advanced ECA search.
  4. Expand Filters, and click Apply to view the total number of records captured while saving this Advanced ECA search.

    Note:

    Clicking Apply is a mandatory action to view correct number of filtered records in the Advanced ECA search.

    Each Advanced ECA search is limited to maximum 250000 records at a time. Out of 250000 email records, the application displays only 50000 email records to users based on the filters applied. Users need to set the filter criteria carefully to filter desired archived emails.

    If number of filtered email messages is greater than 50000, the application displays the following message:

    Too many items match the filter. The review set is capped at 50000 items.

  5. Under Filters, select or clear corresponding filter options.

    The Filters section provides the following filter options that you can select or clear based on the idea of record analysis. To reset all filter options simultaneously, click Clear. You cannot save the filter criteria. After you clear the filter options, you need to set the filter options again.

    Filter Name

    Action

    Subject

    Specify any word or a term that is used in the Subject statement of a Search item.

    Author

    Specify the author of that email or message.

    FormatType

    Select this option to filter records based on format type.

    Direction

    Selects items that are traveling in a certain direction (incoming, outgoing, or interoffice communications).

    MailDate

    Specify the duration of the records you want to search. You can customize the date range.

    PolicyAction

    Selects items by the policy action with which your policy management software has tagged them. This action can be one of the following:

    • Inclusion (demands or suggests capture)

    • Exclusion (precludes capture or advocates non-capture)

    • No Action (the item is subject to normal random sampling)

    PolicyName

    Specify the specific policy with which your policy management software has tagged the items you want to filter.

    TagValue

    Select the specific tags to filter items to which these tags are applied.

    Label

    Select the specific labels to filter items to which these labels are applied.

    HasAttachments

    Specify if you want to filter records that have or have not the attachments to them.

  6. Click Apply to view the filtered records from the selected Advanced ECA search.