Enterprise Vault Discovery.cloud User Guide

Last Published:
Product(s): Enterprise Vault.cloud (Version Not Specified)
  1. About Enterprise Vault Discovery.cloud
    1.  
      Introducing Enterprise Vault Discovery.cloud
    2.  
      Discovery.cloud key features
    3.  
      About classification
    4.  
      Discovery.cloud term definitions
  2. Getting started with Discovery.cloud
    1.  
      Logging on to Discovery.cloud
    2. About the Discovery.cloud 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. Discovery.cloud roles
    1.  
      About account roles and Discovery.cloud
    2.  
      Account role
    3.  
      Reviewer role
    4.  
      Administrator role
    5. Assigning roles for Discovery.cloud
      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.  
      Performing a new search of accounts (Investigations tab)
    4.  
      Saving a search of accounts (Investigations tab)
    5.  
      Viewing or modifying a saved search (Investigations tab)
    6.  
      Generating and exporting printable reports for searches (Investigations tab)
    7.  
      Deleting saved searches (Investigations tab)
    8.  
      Working with emails in the Investigations tab
    9.  
      Hiding and unhiding emails
    10.  
      Deleting emails permanently
    11.  
      About the Mail Reassignment node
    12.  
      Reassigning emails
    13.  
      Viewing email reassignment status
    14.  
      Canceling the email reassignment activity
    15.  
      Generating a Mail Reassignment status report
    16.  
      Sending notifications to the mail reassignment batch initiator
  5. Matter management
    1.  
      About matters in eDiscovery
    2.  
      Matter workflow summary: Discovery Administrator
    3.  
      Creating a label
    4.  
      Customizing the matter review statuses
    5.  
      Creating a matter
    6.  
      Viewing the details of a matter
    7.  
      Editing a matter
    8.  
      Performing a new search of a matter
    9.  
      Saving a search of a matter
    10.  
      Viewing and modifying a saved search of a matter
    11.  
      Applying a search-level legal hold
    12.  
      Assigning an unassigned saved search to reviewers
    13.  
      Generating printable reports for searches
  6. Reviewing and working with emails in eDiscovery
    1.  
      About reviewing matters
    2.  
      Matter workflow summary: reviewer
    3.  
      Reviewing a matter's emails
    4.  
      Applying a matter review status to emails
    5.  
      Applying tags to emails
    6.  
      Adding matter 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 Matter: Matter History
    4.  
      Report by Matter: Matter Summary
    5.  
      Report by Archive: eDiscovery dashboard
  9. Discovery.cloud alerts
    1.  
      Creating an alert
  10. Email Continuity
    1.  
      Managing Email Continuity
    2.  
      Viewing Continuity emails
  11. Methods for searching matters and accounts
    1.  
      About Basic Search and Advanced Search
    2.  
      Search syntax for Basic Search and 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. Discovery.cloud Frequently Asked Questions
    1.  
      Frequently Asked Questions
  14. Best practices, limitations, and known issues
    1.  
      Best practices and limitations with Discovery.cloud
    2.  
      Known issues with Discovery.cloud
  15. Discovery.cloud updates in previous releases
    1.  
      About the 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

  1. From the E-Discovery tab, select the Matters node to display the matters list in the main pane.
  2. 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.

  3. Under the Matters > matter_name node, expand Saved Searches.
  4. Click New Search.

    From here you can perform a Basic Search or an Advanced Search on the matter.

  5. 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.

      See Search syntax for Basic Search and Advanced 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.

  6. To perform an Advanced Search click the Expand icon in the Search bar:

    The Advanced Search options then appear.

  7. 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.

  8. 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.

      See Search syntax for Basic Search and Advanced Search.

    The following table describes the message attributes you can search for, and the search options:

    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

  9. 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.
  10. 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.

  11. To save the Basic or Advanced Search, click Save Search and complete the Save Search dialog.

    See Saving a search of a matter .