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.  
      Logging on to Advanced eDiscovery
    2. About the Advanced eDiscovery user interface
      1.  
        About the Investigations tab
      2.  
        About the E-Discovery tab
      3.  
        About the Administration tab
      4.  
        About the Alerts tab
      5.  
        About the Dashboard tab
      6.  
        About the Continuity tab
    3.  
      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 the Managed Accounts node
    3.  
      Creating a label
    4.  
      Performing a new search of accounts (Investigations tab)
    5.  
      Saving a search of accounts (Investigations tab)
    6.  
      Viewing or modifying a saved search (Investigations tab)
    7.  
      Generating and exporting printable reports for searches (Investigations tab)
    8.  
      Deleting saved searches (Investigations tab)
    9.  
      Working with emails in the Investigations tab
    10.  
      Hiding and unhiding emails
    11.  
      Deleting emails permanently
    12.  
      About the Mail Reassignment node
    13.  
      Reassigning emails
    14.  
      Viewing email reassignment status
    15.  
      Canceling the email reassignment activity
    16.  
      Generating a Mail Reassignment status report
    17.  
      Sending notifications to the mail reassignment batch initiator
    18.  
      About Collaboration
    19.  
      Searching Collaboration messages during investigation
    20.  
      Applying tags to Collaboration messages during investigation
  5. Case management
    1.  
      About Targeted Collections
    2.  
      Configuring Targeted Collection for Microsoft Teams
    3.  
      About cases in the E-Discovery tab
    4.  
      Case workflow summary: Discovery Administrator
    5.  
      Customizing the case review status tags
    6.  
      Creating a case
    7.  
      Viewing the details of a case
    8.  
      Editing a case
    9.  
      Performing a new search of a case
    10.  
      Saving a search of a case
    11.  
      Viewing and modifying a saved search of a case
    12.  
      Applying a search-level legal hold
    13.  
      Assigning Research Sets to reviewers
    14.  
      Generating printable reports for searches
    15.  
      Searching and tagging Collaboration messages in E-Discovery
  6. Reviewing and working with emails in eDiscovery
    1.  
      About reviewing cases
    2.  
      Case workflow summary: reviewer
    3.  
      Reviewing emails of cases
    4.  
      Applying a case review status tag to emails
    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 Discovery 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

Creating a case

Discovery Administrators can create cases and select which custodians (email archives) to associate with the case. Once a case is created, all emails for the case can be placed on legal hold to ensure that the emails are retained.

To create a case

  1. From the E-Discovery tab expand the Administration node. This node is only visible to Discovery Administrators.
  2. Expand the Cases node and select the Case List node.
  3. Click Add Case.
  4. Complete the details in the Add New Case pane. Review the following table for more information.

    Apply Legal Hold

    Click Yes to toggle the option between Yes and No. The Yes option applies a case-level legal hold to emails, and is the default value.

    Note:

    This option keeps all emails for the case on legal hold until the administrator removes the legal hold.

    Name

    Enter a unique name for the case.

    Description

    Optionally enter a description for the case.

    Expiration date

    Select Never Expires, or enter an expiration date for the case.

    After the expiration date a case's status changes to inactive. An inactive case becomes read-only for reviewers, but all its associated data and any hold remains intact. The Discovery Administrator can revert an inactive case back to active status.

  5. Under Custodians for Case, do one of the following:
    • Select All Custodians to include all the archive accounts as accounts that may be searched for this case.

    • Or click Add/Remove Custodian(s) and select the archive accounts that you want to include for search.

      Then click Update to save your custodian selections, and click Close to close the dialog.

  6. Under Reviewers for Case, click Add/Remove Reviewer(s) to add the reviewers for this case.

    In the Add/Remove Reviewer(s) dialog, select the reviewers you want to act as reviewers.

    Click Update to save your selections, and click Close to close the dialog.

  7. In the reviewer permissions table, select the required reviewer permissions for each selected reviewer.

    Never Expires

    Select this check box if you do not want the reviewer's permissions to expire.

    Expiration date

    Enter an expiration date for the granted permissions, if you cleared the Never Expires check box.

    Review Email

    Allows the reviewer to review emails for the case.

    View Case Logs/Reports

    Allows the reviewer to view the logs and reports for the case.

    Create Export

    Allows the reviewer to create an export file of emails for the case.

    Download Shared Export

    Allows the external reviewer to see the shared exports that are shared by the Discovery administrators.

    Manage Saved Searches

    Allows the reviewer to manage the saved searches for the case.

    Manage Reviewers

    Allows the reviewer to manage the reviewers for the case.

    Edit Case

    Allows the reviewer to make edits to the case.

    All

    Selects all permission for the reviewer.

  8. Under Reassign Emails, specify the following details. Click Reassign to implement the reassignment process.

    Reassign From

    Select the reviewer from whom you want to reassign emails to another custodian.

    Reassign To

    Select a new reviewer to which you want to assign emails.

    Percentage

    Specify the amount of percentage for email reassignment from one reviewer to another for this case.

  9. Under Customizations, select the list of values for the review status tags that are available to the reviewers when they review each message.

    Under Select Review Status Tags LOV do one of the following:

    • Select Default values to use the default list of review status tags in their default order.

    • Or select Custom LOV to choose which review status tags are to be used with this case.

      Click Choose Review Status Tag and in the Customize Review Status Tags LOV dialog, select the review status tag values to exclude.

      Then if required, change the order in which the review status tags are to be displayed to the reviewers.

      Click Update to save your selections, and then close the Customize Review Status Tags LOV dialog.

  10. Click Save to create the case with your selected options.