Veritas Alta™ eDiscovery User Guide

Last Published:
Product(s): Veritas Alta Archiving (1.0), Veritas Alta Surveillance (1.0), Veritas Alta eDiscovery (1.0), Veritas Alta Capture (1.0)
  1. About Veritas Alta eDiscovery
    1.  
      Introducing Veritas Alta eDiscovery
    2.  
      Alta eDiscovery key features
    3.  
      About classification
    4.  
      Alta eDiscovery term definitions
  2. Getting started with Alta eDiscovery
    1.  
      What's new in this release
    2.  
      Signing in to Alta eDiscovery
    3.  
      Logging off from Alta eDiscovery
    4. About the Alta 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. Alta eDiscovery roles
    1.  
      About account roles and Alta eDiscovery
    2.  
      Account role
    3.  
      Reviewer role
    4.  
      Administrator role
    5. Assigning account roles
      1.  
        Assigning the Reviewer role to an account
      2.  
        Assigning the Administrator role to an account
  4. Managing 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 Exchange Online
      4.  
        Configuring Targeted Collection for Enterprise Vault
      5.  
        Configuring Targeted Collection for data import
      6.  
        Creating collection sets from archived targeted collector
    3.  
      About Managed Accounts
    4. About Searches in investigation
      1.  
        Creating a new search
      2.  
        Saving searches as on-going and standard searches
      3. Updating on-going and standard searches
        1.  
          Updating on-going and standard searches from Mailbox
        2.  
          Updating an on-going or a standard search from Managed Accounts
      4.  
        Exporting a summary report of searched items
      5.  
        Deleting searches
    5. Working with searched emails
      1.  
        Applying tags and legal hold to emails
      2.  
        Applying labels to emails
      3.  
        Exporting searched emails
      4.  
        Exporting a search summary report for emails
      5.  
        Reassigning emails
      6.  
        Hiding and unhiding emails
      7.  
        Deleting emails permanently
    6. Working with searched collaboration messages
      1.  
        Searching collaboration messages during investigation
      2.  
        Applying tags and legal hold to collaboration messages
      3.  
        Applying labels to collaboration messages
      4.  
        Exporting collaboration messages
      5.  
        Exporting a search summary report for collaboration messages
    7. Working with searched files
      1.  
        Applying tags and legal hold to files
      2.  
        Applying labels to files
      3.  
        Exporting searched files
      4.  
        Exporting a search summary report for files
    8. Working with 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
        1.  
          Applying tags to emails in Advanced ECA search
        2.  
          Applying tags to collaboration messages in Advanced ECA search
        3.  
          Applying tags to files in Advanced ECA search
      5. Applying labels to the Advanced ECA search items
        1.  
          Applying labels to emails in Advanced ECA search
        2.  
          Applying labels to collaboration messages in Advanced ECA search
        3.  
          Applying labels to files in Advanced ECA search
      6. Exporting the Advanced ECA search items
        1.  
          Exporting emails from Advanced ECA search
        2.  
          Exporting collaboration messages from Advanced ECA search
        3.  
          Exporting files from Advanced ECA search
      7. Exporting an Advanced ECA search summary report
        1.  
          Exporting a search summary report for emails
        2.  
          Exporting summary report for collaboration messages
        3.  
          Exporting summary report for files
      8.  
        Reassigning emails from the Advanced ECA search
      9.  
        Printing the selected Advanced ECA searched items
      10.  
        Deleting an Advanced ECA search
    9. 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
    10. About labels
      1.  
        Creating a label
    11. About legal holds
      1.  
        Viewing legally hold items
    12. About Tags
      1.  
        Updating tags
      2.  
        Removing items from tags
      3.  
        Deleting tags
  5. Managing cases
    1.  
      About cases
    2.  
      About case workflow summary: eDiscovery Administrator
    3.  
      Creating case review statuses
    4.  
      Creating cases
    5.  
      Viewing case details
    6.  
      Editing cases
    7. About searches in eDiscovery
      1.  
        Performing searches within cases
      2.  
        Saving searches in Review sets and Research sets
      3.  
        Modifying saved searches of cases
      4.  
        Applying a search-level legal hold
      5.  
        Assigning review sets to reviewers
      6.  
        Generating a search summary report
  6. Managing case documents
    1.  
      Understanding document sets in cases
    2.  
      Moving case documents to production sets
    3.  
      Creating archive sets during investigation
    4.  
      Creating archive sets during case management
  7. Managing redaction reasons
    1.  
      About redaction reasons
    2.  
      Adding redaction reasons
    3.  
      Editing redaction reasons
    4.  
      Deleting redaction reasons
  8. Managing reviews
    1.  
      About reviewing cases
    2. Reviewing emails
      1.  
        Accessing emails for review
      2.  
        Applying tags to emails
      3.  
        Exporting emails
      4.  
        Exporting a search summary report for emails
      5.  
        Adding notes to emails
      6.  
        Applying review status to emails
      7.  
        Viewing audit history of emails
      8.  
        Printing emails
      9.  
        Restoring emails
      10.  
        Forwarding emails
    3. Reviewing collaboration messages
      1.  
        Accessing collaboration messages for review
      2.  
        Applying tags to collaboration messages
      3.  
        Applying legal hold to collaboration messages
      4.  
        Applying and removing review status to collaboration message
      5.  
        Exporting collaboration messages
      6.  
        Exporting a search summary report for collaboration messages
      7.  
        Adding notes to collaborative messages
      8.  
        Viewing audit history of collaborative messages
    4. Reviewing files
      1.  
        Accessing files for review
      2.  
        Applying tags to Files
      3.  
        Applying or removing legal hold to files
      4.  
        Applying and removing review status to files
      5.  
        Exporting files
      6.  
        Exporting a search summary report for files
      7.  
        Adding notes to files
      8.  
        Viewing audit history of files
      9.  
        Downloading files
    5.  
      Annotating and redacting email and file content in native viewer
  9. Managing production sets
    1.  
      About Production Sets
    2.  
      Moving items to production sets
    3.  
      Removing items from a production set
    4.  
      Locking and unlocking production sets
    5.  
      Configuring production set export options
    6.  
      Exporting production sets
  10. Annotating and redacting content in native viewer
    1.  
      About annotations and redactions
    2.  
      Native viewer capabilities
    3.  
      Understanding the native viewer interface
    4.  
      Annotating email and file content
    5.  
      Redacting email and file content
    6.  
      Printing the annotated and redacted document
    7.  
      Downloading the annotated and redacted document
  11. Managing exports
    1.  
      About exports
    2.  
      Performing exports in Investigation and eDiscovery
    3.  
      Viewing export details of native documents
    4.  
      Viewing export details of production sets
    5.  
      Resubmitting failed export items
    6.  
      Option to maintain folder structure in the export
    7.  
      Canceling Export Batch
    8.  
      Email export FAQ
  12. 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
  13. Alta eDiscovery alerts
    1.  
      Creating an alert
  14. Email Continuity
    1.  
      Managing Email Continuity
    2.  
      Viewing Continuity emails
  15. Methods for searching cases and accounts
    1.  
      Performing Advanced Search and Query 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
  16. Methods for searching tables and reports
    1.  
      About Quick Search and Criteria Search
    2.  
      Searching tables, lists, and reports
  17. Alta eDiscovery Frequently Asked Questions
    1.  
      Frequently Asked Questions
  18. Best practices, limitations, and known issues
    1.  
      Best practices and limitations with Alta eDiscovery
    2.  
      Known issues with Alta eDiscovery
  19. Alta eDiscovery updates in previous releases
    1.  
      About the Alta eDiscovery updates in previous releases

Editing cases

Administrators and reviewers with the appropriate permissions can edit the cases to which they are assigned, and for which they have been granted edit permission.

To edit a case

  1. From the eDiscovery tab, select the Cases node to display the cases list in the main pane.
  2. Select the required case from the cases list.

    Under the Cases node in the left pane a case_name node appears for the selected case.

  3. In the left navigation pane, click the case_name node to display the case details pane.
  4. Edit the case details as required. Review the following table for more information.

    Note:

    If you do not have edit permissions, the settings are not changeable.

    Case Status

    You can edit the case-level legal hold status.

    You can also set the Case Status to Inactive or Completed. Setting the status to Inactive disables all functionality for working with the case.

    Case Details

    You can edit the case name, description, case filing date, case expiration date, case type, department, matter number, docket number, and notes. You can add additional staff members to the case.

    Custodians for Case

    You can add or remove the custodian archives to monitor for the case.

    Reviewers for Case

    You can add or remove reviewers or edit reviewer permissions for the case.

    Reassign Items

    You can reassign items from one reviewer to another reviewer.

    Customizations

    You can change the Review Status available for the case.

    Redaction Reasons

    You can change the redaction reasons available for the reviewers of the case.

    Note:

    Click Refresh to update the number of items that are included in the selected case and the number of items on legal hold.

  5. Click Save after you finish editing the case details.