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

Administrator role

Available Advanced eDiscovery tabs: Investigations, eDiscovery tabs in the left navigation pane, and the Administration, Alerts, and Dashboard option on the Profile icon in the top-right corner of the application page.

The Administrator role is for company administrators who need to configure and manage Advanced eDiscovery, or for HR personnel who need to monitor employee email usage.

Administrator roles must be assigned the Monitor All Accounts privilege in the Administration Console if they are to monitor email usage. Unlike the accounts with the Reviewer role, the accounts with the Administrator role cannot be granted access to selected accounts only.

Accounts with the Administrator role and with the Monitor All Accounts privilege can be assigned to cases as reviewers, and can act as reviewers in the same way as the accounts with the Reviewer role.

Administrators can also receive email notifications each time a message is flagged in the Alerts area.

Note:

Accounts with the Administrator role can be assigned additional privileges in Archive Administration, including the privileges that can be conferred by built-in group roles. The accounts with the Administrator role that are also assigned the eDiscovery Administrator built-in role have full access to all the features of Advanced eDiscovery.

The eDiscovery Administrators can configure and manage all aspects of Advanced eDiscovery, including the following:

  • Creating, viewing, and editing cases

  • Managing reviewers

  • Adding and editing labels

  • Assigning review status tags to emails

  • Managing case review status tags

  • Managing searches under cases

  • Exporting emails from cases

  • Viewing logs and saving reports

Given the sensitive nature of the information available to administrators, they should take special care to protect their logon credentials.