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

Updating an on-going or a standard search from the Managed Accounts node

You can update the on-going and the standard searches to change the search name, to specify the new tag name, and to apply a legal hold on a searches. While updating the searches from the Managed Accounts node, you can send the on-going and the standard searches to the cases available in the eDiscovery tab.

To update an on-going or a standard search from Managed Accounts

  1. On the Investigations tab, select Managed Accounts.
  2. Expand the On-going Searches node or the Standard Searches node, as required.
  3. To update the on-going search, select an on-going search, and click Update Search.

    Update the following information in the Update Search dialog box as required.

    Enter Saved Search Name

    Change the name for the on-going search if required.

    Tag Name

    You can modify the option only if the On-going check box is selected.

    Specify a new tag name. By default Advanced eDiscovery uses the saved search name.

    On-going

    Ensure that this check box is selected so that you can view this search under the on-going search list.

    For an on-going search, new emails that meet the search criteria continue to be added after the search is created.

    Legal hold

    This option is available only if the On-going check box is selected.

    Select to place all emails in this on-going search on legal hold. Emails on legal hold are not deleted from the archive.

    Save as new

    Click Save as new to save the selected on-going search as a new search. The original saved search remains unchanged.

    Send to Case

    You have an option to select this check box. In case the Search is an on-going search, then the Keep copy in investigation check box is selected, but displayed as disabled by default. In addition, a Case needs to be selected from the Cases drop-down. This check box allows you to send along with keeping a copy in investigation to the eDiscovery Tab. This preserves chain of custody by recreating the search in eDiscovery. The case gets moved to the eDiscovery > Research Set.

    The application displays the following sample dialog box.

  4. To update the standard search, select a standard search, and click Update Search.

    Update the following information in the Update Search dialog box as required.

    Enter Saved Search Name

    Change the name for the standard search if required.

    Tag Name

    You cannot change the Tag Name while updating the standard search. You can modify the option only if the On-going check box is selected. If you select the On-going check box, this standard search will be saved as the On-going search.

    On-going

    Select this option if you want to save the selected standard search as the on-going search. In this case, you can update the tag name and apply a legal hold to the emails within the search.

    After you select this check box, the Advanced ECA option gets disabled.

    Legal hold

    You cannot change this option while updating the standard search. You can modify this option only if the On-going check box is selected.

    Advanced ECA

    Select this option if you want to move (save) the selected standard search under the Advanced ECA node.

    After you select this check box, the On-going and the Legal Hold options get disabled.

    Send to Case

    Select this check box if you want to send the selected standard search to the required cases on the eDiscovery tab.

    Select the case from the Cases drop-down. This check box allows you to send the selected search, along with keeping a copy in investigation, to the eDiscovery Tab. This preserves chain of custody by recreating the search in eDiscovery. The case gets moved to the eDiscovery > Research Set.

    Save as new

    You cannot save the existing standard searches as a new standard search. This option remains disabled in case of updating the standard searches.

    The application displays the following sample dialog box.

  5. Click Update to save this updated search.