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

Configuring Targeted Collection for Enterprise Vault

The Enterprise Vault reactive collector lets your organization collect items that are associated with your Enterprise Vault. After an administrator configures this collector for your organization, the items 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.

Prerequisite: Before you use the Enterprise Vault collector Veritas Advanced eDiscovery to collect Enterprise Vault content, you need to enable this service. To enable Enterprise Vault service, do the following:

  1. Contact Veritas support team to enable the Enterprise Vault collector in Enterprise Vault.cloud.

  2. Install the Enterprise Vault Agent on a server that can access your Enterprise Vault environment.

    You can download the Enterprise Vault Agent from https://www.veritas.com/support/en_US/downloads

  3. Refer the following procedure to configure the Targeted Collection for Enterprise Vault.

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 items.

    • 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 items. You can remove the selection from the same dialog box.

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

    • 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 items. 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 items 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.

    Note:

    If the status of the Enterprise Vault targeted collector is Complete, you can expand the targeted collector row to view the Reconciliation Report of the Enterprise Vault reactive data. It displays the details like Items Collected, Items Received, Items Archived, Items Duplicate, Items Rejected, and Items Failed. See the sample image below:

  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.