Enterprise Vault Advanced eDiscovery User Guide

Last Published:
Product(s): Enterprise Vault.cloud (Version Not Specified)
  1. About Enterprise Vault Advanced eDiscovery
    1.  
      Introducing Enterprise Vault 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

Saving a search of accounts (Investigations tab)

If you have the required permissions you can save an Advanced Search or a Query Search. The roles that can create saved searches from the Investigations tab are as follows:

  • My Mailbox node: All users.

  • Managed Accounts node: Administrators and reviewers with the appropriate permissions.

The Advanced or the Query Search that is performed from the Investigations tab can be saved as a Standard Search or an On-going Search:

  • A Standard Search retains the results that were captured when the search was created.

  • With an On-going Search, any new emails that meet the search criteria continue to be added after the search is created.

To save a search of accounts (Investigations tab)

  1. Perform an Advanced Search or a Query Search in the Investigations tab.

    See Performing a new search of accounts (Investigations tab).

  2. Click Save Search.
  3. Complete the information in the Save Search dialog. The following table describes the options.

    Enter Saved Search Name

    Enter a name for the saved search. This name is also the default tag name, if you select the On-going check box.

    On-going

    Select to make the saved search an On-going Search.

    If you do not check this check box, Advanced eDiscovery saves the search as a Standard Search.

    Tag Name

    This option is available only if the On-going check box is selected.

    Specify the name of a custom tag to assign to the associated emails. By default Advanced eDiscovery uses the saved search name as the tag name.

    Legal hold

    This option is available only if the On-going check box is selected.

    Select to place all email in the saved search on legal hold. Emails on legal hold are not deleted from the archive.

    Send to Case

    You have an option to select this check box. In case the Search is an Ongoing search, then the Keep copy in investigation check box is selected and disabled by default. In addition, a Case needs to be selected from the Cases drop-down. This check box allows you to send along with keeping a copy in investigation to the E-Discovery Tab. This preserves chain of custody by recreating the search in E-Discovery. The case gets moved to the E-Discovery > Research Set.

  4. Click OK to save the search. The search is saved under the Saved Searches node as follows:
    • If you selected the On-going check box, the search is saved under On-going Searches.

    • Otherwise the search is saved under Standard Searches.

    If you have selected the Send to Case check box, accordingly the case gets moved to the E-Discovery > Research Set. A copy is created in the On-going/Standard searches, if the Keep copy in investigation check box is selected or not.