Enterprise Vault Discovery.cloud User Guide
- About Enterprise Vault Discovery.cloud
- Getting started with Discovery.cloud
- Discovery.cloud roles
- Investigations
- Matter management
- Reviewing and working with emails in eDiscovery
- Email export
- Collaborative reports
- Discovery.cloud alerts
- Email Continuity
- Methods for searching matters and accounts
- Boolean operator searches
- Methods for searching tables and reports
- Discovery.cloud Frequently Asked Questions
- Best practices, limitations, and known issues
- Discovery.cloud updates in previous releases
Performing a new search of a matter
Administrators or reviewers with the appropriate permissions can search the archives that are associated with a selected matter.
A search can then be saved and assigned to the matter'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 matter
- From the E-Discovery tab, select the Matters node to display the matters list in the main pane.
- Select the required matter from the matters list.
Under the Matters node in the left pane a matter_name node appears for the selected matter.
- Under the Matters > matter_name node, expand Saved Searches.
- Click New Search.
From here you can perform a Basic Search or an Advanced Search on the matter.
To perform a Basic Search on all of the custodian archives:
Enter a keyword or phrase in the search field. The search is not case-sensitive. You can enter up to 1000 characters. The search supports phrase search, Boolean operators, proximity search, and wildcard search.
To start the Basic Search, click Search.
To filter the search results by date, click the single-arrow drop-down icon that is adjacent to the Basic Search box, and then select a date from the displayed calendar, or select a date option.
- To perform an Advanced Search click the Expand icon in the Search bar:
The Advanced Search options then appear.
- Next to Search Custodian(s), choose the custodian archives you want to search. To search the archives of all of the custodians that are associated with the matter, select All. To choose the custodians, click Selected and then click Add/Remove Custodian(s) to select the required custodians.
- The following table describes the message attributes you can search for, and the search options:
Specify what to search for:
To define multiple search clauses, click + and complete a new row for each clause.
Searches are not case-sensitive. The search supports phrase search, Boolean operators, proximity search, and wildcard search.
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
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
- Select either Match All or Match Any to indicate whether all of the defined clauses must be matched, or whether the search results can include any one matched clause or more.
- To run the Advanced Search, 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.
- To save the Basic or Advanced Search, click Save Search and complete the Save Search dialog.