Arctera™ Insight eDiscovery Help

To update an on-going or a standard search from Managed Accounts

1. On the Investigations tab, select Managed Accounts.
2. Expand the On-going Searches node or the Standard Searches node, as required.
3. To update the on-going search, select an on-going search, and click Update Search.

   Update the following information in the Update Search dialog box as required.

   Enter Saved Search Name	Change the name for the on-going search if required.
   Tag Name	You can modify the option only if the On-going check box is selected. Specify a new tag name. By default Insight eDiscovery uses the saved search name.
   On-going	Ensure that this check box is selected so that you can view this search under the on-going search list. For an on-going search, new items that meet the search criteria continue to be added after the search is created.
   Legal hold	This option is available only if the On-going check box is selected. Select to place all items in this on-going search on legal hold. Emails on legal hold are not deleted from the archive.
   Save as new	Click Save as new to save the selected on-going search as a new search. The original saved search remains unchanged.
   Send to Case	You have an option to select this check box. In case the Search is an on-going search, then the Keep copy in investigation check box is selected, but displayed as 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 eDiscovery Tab. This preserves chain of custody by recreating the search in eDiscovery. The case gets moved to the eDiscovery > Research Set.

4. To update the standard search, select a standard search, and click Update Search.

   Update the following information in the Update Search dialog box as required.

   Enter Saved Search Name	Change the name for the standard search if required.
   Tag Name	You cannot change the Tag Name while updating the standard search. You can modify the option only if the On-going check box is selected. If you select the On-going check box, this standard search will be saved as the On-going search.
   On-going	Select this option if you want to save the selected standard search as the on-going search. In this case, you can update the tag name and apply a legal hold to the items within the search. After you select this check box, the Advanced ECA option gets disabled.
   Legal hold	You cannot change this option while updating the standard search. You can modify this option only if the On-going check box is selected.
   Advanced ECA	Select this option if you want to move (save) the selected standard search under the Advanced ECA node. After you select this check box, the On-going and the Legal Hold options get disabled.
   Send to Case	Select this check box if you want to send the selected standard search to the required cases on the eDiscovery tab. Select the case from the Cases drop-down. This check box allows you to send the selected search, along with keeping a copy in investigation, to the eDiscovery Tab. This preserves chain of custody by recreating the search in eDiscovery. The case gets moved to the eDiscovery > Research Set.
   Save as new	You cannot save the existing standard searches as a new standard search. This option remains disabled in case of updating the standard searches.

5. Click Update to save this updated search.