Enterprise Vault Advanced eDiscovery User Guide
- About Enterprise Vault Advanced eDiscovery
- Getting started with Advanced eDiscovery
- Advanced eDiscovery roles
- Investigations
- About Investigations
- About the Managed Accounts node
- Creating a label
- Performing a new search of accounts (Investigations tab)
- Saving a search of accounts (Investigations tab)
- Viewing or modifying a saved search (Investigations tab)
- Generating and exporting printable reports for searches (Investigations tab)
- Deleting saved searches (Investigations tab)
- Working with emails in the Investigations tab
- Hiding and unhiding emails
- Deleting emails permanently
- About the Mail Reassignment node
- Reassigning emails
- Viewing email reassignment status
- Canceling the email reassignment activity
- Generating a Mail Reassignment status report
- Sending notifications to the mail reassignment batch initiator
- About Collaboration
- Searching Collaboration messages during investigation
- Applying tags to Collaboration messages during investigation
- Case management
- About Targeted Collections
- Configuring Targeted Collection for Microsoft Teams
- About cases in the E-Discovery tab
- Case workflow summary: Discovery Administrator
- Customizing the case review status tags
- Creating a case
- Viewing the details of a case
- Editing a case
- Performing a new search of a case
- Saving a search of a case
- Viewing and modifying a saved search of a case
- Applying a search-level legal hold
- Assigning Research Sets to reviewers
- Generating printable reports for searches
- Searching and tagging Collaboration messages in E-Discovery
- Reviewing and working with emails in eDiscovery
- Email export
- Collaborative reports
- Advanced eDiscovery alerts
- Email Continuity
- Methods for searching cases and accounts
- Methods for searching tables and reports
- Advanced eDiscovery Frequently Asked Questions
- Best practices, limitations, and known issues
- 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)
- Perform an Advanced Search or a Query Search in the Investigations tab.
See Performing a new search of accounts (Investigations tab).
- Click Save Search.
- 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.
- 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.