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.  
      What's new in this release
    2.  
      Logging on to Advanced eDiscovery
    3.  
      Logging off from Advanced eDiscovery
    4. About the Advanced 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. 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 Targeted Collections
      1.  
        Configuring Targeted Collection for Microsoft Teams
      2.  
        Configuring Targeted Collection for OneDrive for Business
      3.  
        Configuring Targeted Collection for Enterprise Vault
    3.  
      About Managed Accounts
    4. About labels
      1.  
        Creating a label
    5. About Tags
      1. Updating tags
        1.  
          Removing emails and collaboration messages from tags
        2.  
          Deleting tags
      2.  
        Removing emails and collaboration messages from tags
      3.  
        Deleting tags
    6. About Searches in investigation
      1.  
        Performing a new search of accounts
      2.  
        Saving a search of accounts
      3.  
        Updating on-going and standard searches form the My Mailbox node
      4.  
        Updating an on-going or a standard search from the Managed Accounts node
      5.  
        Generating and exporting printable reports for searches
      6.  
        Deleting searches
    7.  
      Working with the searched emails
    8.  
      Hiding and unhiding emails
    9.  
      Deleting emails permanently
    10. 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
    11. Working with the searched collaboration messages
      1.  
        Searching collaboration messages during investigation
      2.  
        Applying tags to collaboration messages
      3.  
        Applying labels to collaboration messages
      4.  
        Exporting collaboration messages
    12. About 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
      5.  
        Applying labels to the Advanced ECA search items
      6.  
        Exporting the Advanced ECA search items
      7.  
        Reassigning the Advanced ECA search items
      8.  
        Printing the selected Advanced ECA search items
      9.  
        Deleting an Advanced ECA search
  5. Case management
    1.  
      About cases in the eDiscovery tab
    2.  
      Case workflow summary: eDiscovery Administrator
    3.  
      Customizing the case review status tags
    4.  
      Creating a case
    5.  
      Viewing the details of a case
    6.  
      Editing a case
    7.  
      Performing a new search of a case
    8.  
      Saving a search of a case
    9.  
      Viewing and modifying a saved search of a case
    10.  
      Applying a search-level legal hold
    11.  
      Assigning Research Sets to reviewers
    12.  
      Generating printable reports for searches
    13.  
      Searching and tagging Collaboration messages in eDiscovery
  6. Reviewing and working with emails in eDiscovery
    1.  
      About reviewing cases
    2.  
      Case workflow summary: reviewer
    3.  
      Filtering emails and collaboration messages of cases for review
    4.  
      Applying a case review status tag to emails and collaboration messages
    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 eDiscovery 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

Performing a new search of a case

Administrators or reviewers with the appropriate permissions can search the archives that are associated with a selected case.

A search can then be saved and assigned to the case's reviewers as required.

Note:

You can now use an advanced search to find the emails that include a classification tag. The Veritas Information Classifier assigns classification tags to emails that match an enabled classification policy. The built-in Veritas Information Classifier policies help you to locate any emails that may infringe your corporate policies or regulations.

To perform a new search of a case

  1. On the eDiscovery tab, select Cases to view a list of cases.
  2. Search for and select the required case from the list of cases.

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

  3. Select the case_name node,> New Search.
  4. Perform an Advanced Search or a Query Search.
  5. To perform an Advanced Search, do the following:

    • Select the Advanced Search tab.

    • Select the custodian archives you want to search.

      • To search archives of all of the custodians that are associated with the case, select All.

      • To search archives of the particular custodians, select Custom. Click Manage to search for, add, and remove the custodians. Click Update to complete the custodian selection.

    • Specify the search criteria by using the following options.

      • Select All to match all conditions you have provided.

      • Select Any to match any of the conditions you have provided.

      • Click + to add new search clauses, and complete a new row for each clause.

      • Click - to remove search clauses that are not required.

      • Searches are not case-sensitive. The search supports phrase search, Boolean operators, proximity search, and wildcard search.

        See Search syntax for Advanced Search.

    • Search for and select the message attributes you want to search. Refer to the table below:

      Entire Message

      Contains / Doesn't Contain

      Subject

      Contains / Doesn't Contain

      Body

      Contains / Doesn't Contain

      From

      Contains / Doesn't Contain

      Note:

      Produces search results from the From field.

      To

      Contains / Doesn't Contain

      Note:

      Produces search results from the To, BCC, and CC fields.

      Has Attachment

      Yes / No

      Attachment Name

      Contains / Doesn't Contain

      Attachment Type

      Contains / Doesn't Contain

      See Searchable attachment types.

      Classified As

      Contains / Doesn't Contain

      Note:

      This option is available if the Veritas Information Classifier service is enabled for your company.

      Select a classification tag from the drop-down list. The list shows all the classification tags that have been applied to your company's messages in Enterprise Vault.cloud.

      To see a tooltip with a classification tag's description, select the classification tag from the drop-down list and then point to the classification tag.

      Date Sent (AND)

      Is Equal To / Before / Before (Incl.) / After / After (Incl.)

      From / To

      Contains / Doesn't Contain

      Note:

      This option produces search results from the From and To fields.

      Inbound Message (AND)

      Yes / No

      Outbound Message (AND)

      Yes / No

      Is Hidden

      Yes / No

      IP Header

      Contains / Doesn't Contain

  6. To perform a Query Search, do the following:

    • Select the Query Search tab.

    • Select the custodian archives you want to search.

      • To search archives of all of the custodians that are associated with the case, select All.

      • To search archives of the particular custodians, select Custom. Click Manage to search for, add, and remove the custodians. Click Update to complete the custodian selection.

    • Specify the search query by providing keywords.

  7. Click Search.

    Note:

    The results of an Advanced Search include a Relevance column. The length of the bar in this column represents how closely the email matches the search criteria, relevant to the other emails in the results.

  8. Click Save Search.

    See Saving a search of a case .