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
    6.  
      Annotating and redacting email and file content in native viewer
  7. Annotating and redacting content in native viewer
    1.  
      Native viewer capabilities
    2.  
      Understanding the native viewer interface
    3.  
      Annotating email and file content
    4.  
      Redacting email and file content
    5.  
      Printing the annotated and redacted document
    6.  
      Downloading the annotated and redacted document
  8. 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
  9. 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
  10. Advanced eDiscovery alerts
    1.  
      Creating an alert
  11. Email Continuity
    1.  
      Managing Email Continuity
    2.  
      Viewing Continuity emails
  12. 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
  13. Methods for searching tables and reports
    1.  
      About Quick Search and Criteria Search
    2.  
      Searching tables, lists, and reports
  14. Advanced eDiscovery Frequently Asked Questions
    1.  
      Frequently Asked Questions
  15. Best practices, limitations, and known issues
    1.  
      Best practices and limitations with Advanced eDiscovery
    2.  
      Known issues with Advanced eDiscovery
  16. Advanced eDiscovery updates in previous releases
    1.  
      About the Advanced eDiscovery updates in previous releases

Exporting emails

To export emails

  1. On the eDiscovery tab, click Cases.
  2. Search for and select the case in which you want to search emails.

    The selected Case_Name node appears below Cases.

  3. Click New Search to create a new search. Else, expand Research Sets or Review Sets to select existing search.

    Note:

    You can access existing saved searches of the selected case from the Review Set and Research Set nodes. Alternatively, you can click New Search, specify a new criteria in the Advanced Search or the Query Search option to search for new emails for review.

    After performing a new search or accessing the existing searches from review set and research sets, the application displays the filtered emails, collaboration messages, and files in the details pane.

  4. On the Emails tab, select the emails you want to export. Click Export, and do any of the following:
    • Click Export current page to export all the emails displayed on the selected page.

    • Click Export selected emails to export all the selected emails from the search.

    • Click Export all emails to export all the emails available search.

    • Click Export by custodians to export all the emails from the selected custodians.

  5. Click Export, and do any of the following:
  6. If you are exporting all emails in the search, all emails displayed on the page, or selected emails, in the Export Options dialog box, do the following:

    Message Format

    Select the appropriate message format to export the batch. By default, it is JSON.

    Exclude Exported Messages

    Select this option to exclude the exported messages.

    Enable AES-256 Encryption

    Select this check-box if you want to secure the access of the downloaded export batch.

    Export Name

    Provide the name for the batch you want to export. By default, it takes the Search Name. You can change it if required.

    Export Password

    Enter the password that you want end user to provide when they access this exported batch of messages.

    Confirm Password

    Repeat the same password for confirmation.

    Share Export

    Click Select Admin to choose the recipients of this batch export and click Update.

    Note:

    You need to manually share the Export Password with the administrators and follow all the security specific rules of the organization.

  7. If you are exporting emails by custodians, in the Add/Remove Custodians dialog box, search for and select the custodians.
  8. Click Export.

    Note:

    The exported batch can either gets downloaded as a single or multiple file segments.

  9. Click Click here to download the exported batch of emails.
  10. To confirm the status of batch export, on to eDiscovery tab, under the selected case node, select Exports, and search this export batch name.