Enterprise Vault Discovery.cloud User Guide

Last Published:
Product(s): Enterprise Vault.cloud (Version Not Specified)
  1. About Enterprise Vault Discovery.cloud
    1.  
      Introducing Enterprise Vault Discovery.cloud
    2.  
      Discovery.cloud key features
    3.  
      About classification
    4.  
      Discovery.cloud term definitions
  2. Getting started with Discovery.cloud
    1.  
      Logging on to Discovery.cloud
    2. About the Discovery.cloud 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. Discovery.cloud roles
    1.  
      About account roles and Discovery.cloud
    2.  
      Account role
    3.  
      Reviewer role
    4.  
      Administrator role
    5. Assigning roles for Discovery.cloud
      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.  
      Performing a new search of accounts (Investigations tab)
    4.  
      Saving a search of accounts (Investigations tab)
    5.  
      Viewing or modifying a saved search (Investigations tab)
    6.  
      Generating printable reports for searches (Investigations tab)
    7.  
      Deleting saved searches (Investigations tab)
    8.  
      Working with emails in the Investigations tab
    9.  
      Hiding and unhiding emails
  5. Matter management
    1.  
      About matters in eDiscovery
    2.  
      Matter workflow summary: Discovery Administrator
    3.  
      Customizing the matter review statuses
    4.  
      Creating a matter
    5.  
      Viewing the details of a matter
    6.  
      Editing a matter
    7.  
      Performing a new search of a matter
    8.  
      Saving a search of a matter
    9.  
      Viewing and modifying a saved search of a matter
    10.  
      Applying a search-level legal hold
    11.  
      Assigning an unassigned saved search to reviewers
    12.  
      Generating printable reports for searches
  6. Reviewing and working with emails in eDiscovery
    1.  
      About reviewing matters
    2.  
      Matter workflow summary: reviewer
    3.  
      Reviewing a matter's emails
    4.  
      Applying a matter review status to emails
    5.  
      Applying tags to emails
    6.  
      Adding matter notes to emails
    7.  
      Printing emails
    8.  
      Restoring emails
    9.  
      Forwarding emails
  7. Email export
    1.  
      Exporting emails
    2.  
      Reviewing Export Status
    3.  
      Resubmitting failed export items
    4.  
      Option to maintain folder structure in the export
    5.  
      Canceling Export Batch
    6.  
      Email export FAQ
  8. Collaborative reports
    1.  
      About collaborative eDiscovery reporting
    2.  
      Report by email: Audit trail
    3.  
      Report by Matter: Matter History
    4.  
      Report by Matter: Matter Summary
    5.  
      Report by Archive: eDiscovery dashboard
  9. Discovery.cloud alerts
    1.  
      Creating an alert
  10. Email Continuity
    1.  
      Managing Email Continuity
    2.  
      Viewing Continuity emails
  11. Methods for searching matters and accounts
    1.  
      About Basic Search and Advanced Search
    2.  
      Search syntax for Basic Search and 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. Discovery.cloud Frequently Asked Questions
    1.  
      Frequently Asked Questions
  14. Best practices, limitations, and known issues
    1.  
      Best practices and limitations with Discovery.cloud
    2.  
      Known issues with Discovery.cloud
  15. Discovery.cloud updates in previous releases
    1.  
      About the Discovery.cloud updates in previous releases
    2.  
      November 2015 updates
    3.  
      February 2015 updates
    4.  
      May 2014 updates
    5.  
      July 2013 updates
    6.  
      May 2013 updates
    7.  
      February/March 2013 updates
    8.  
      November 2012 updates
    9.  
      June 2012 updates
    10.  
      May 2012 updates
    11.  
      March 2012 updates
    12.  
      January/February 2012 updates

Creating a matter

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

To create a matter

  1. From the E-Discovery tab expand the Administration node. This node is only visible to Discovery Administrators.
  2. Expand the Matters node and select the Matter List node.
  3. Click Add Matter.
  4. Complete the details in the Add New Matter 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 matter-level legal hold to emails, and is the default value.

    Note:

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

    Name

    Enter a unique name for the matter.

    Description

    Optionally enter a description for the matter.

    Expiration date

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

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

  5. Under Custodians for Matter, do one of the following:

    • Select All Custodians to include all the archive accounts as accounts that may be searched for this matter.

    • 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 Matter, click Add/Remove Reviewer(s) to add the reviewers for this matter.

    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 matter.

    View Matter Logs/Reports

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

    Create Export

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

    Manage Saved Searches

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

    Manage Reviewers

    Allows the reviewer to manage the reviewers for the matter.

    Edit Matter

    Allows the reviewer to make edits to the matter.

    All

    Selects all permission for the reviewer.

  8. Under Customizations you can select the list of values for the review statuses that are available to the reviewers when they review each message.

    Under Select Review Status LOV do one of the following:

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

    • Or select Custom LOV to choose which review statuses are to be used with this matter.

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

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

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

  9. Click Save to create the matter with your selected options.