Arctera™ Insight eDiscovery Help

To create research set and archive set

1. On the eDiscovery tab, select a case you want to work on from the list of cases.
2. In the left navigation pane, select Archive Search and perform any of the following as required.

   • Select New Search and do the following:

     • Use Advanced Search and Query Search to refine the data collected by archive collectors.

     • If you are satisfied with the resulted data and want to save it, click Save Search. The Save Search dialog box appears.

       

       Provide the following details and click Save.

       • Enter a unique search name.

       • To apply a legal hold to this search, select the Legal Hold check box.

       • To create a review set of the searched items, select the Create Review Set check box.

         Note:

         You can create a Review Set only if the total number of items is 250,000 or less. If your current search result or Archive Set has more than 250,000 items, the Create Review Set check box will be disabled.

       • To save the search as Research Set, do not select the Create Review Set check box.

     • If you are confident that the data can be moved directly to the case without saving it as Research Set, click Create Archive Set. In the Create Archive Set dialog box, specify the following fields, and click Save.

       Cases	Search and select the case in which you want to create an archive set and documents accordingly.
       Archive Set name	To create a new Archive Set, select New and provide a unique name for the archive set you want to create. To send the items in the existing Archive Set, select Existing. The application displays a list of existing archive sets, then select the required archive set. Sending this search result from Investigations to a Case in eDiscovery ignores the custodian(s) selected in the Case setup.

       Note:

       The default limit for sending search results to an archive set is 250,000 items, including emails, collaboration messages, and files.

       Upon saving, it appears under the Case Documents node.

   • Select Previous Searches to access previously executed but unsaved searches.

     • Identify the search you want to run again and click Rerun Search in the Action column of the corresponding row to retrieve the search result.

     • Use Advanced Search and Query Search to refine the data collected by archive collectors.

     • If you are satisfied with the searched data and want to save it, click Save Search. Upon saving the search, it appears under Research Set.

     • If you are confident that the data can be moved directly to the case without saving it as Research Set, click Create Archive Set.

     • In the Create Archive Set dialog box, specify the fields mentioned in the table above, and click Save.

       Upon saving, it appears under the Case Documents node.

   • Expand Research Set and select a required research set for further action.

     Note:

     If the research set contains 250,000 or more items, the Create Review Set button remains disabled.

     • If you are confident that the data can be moved to the case, click Create Archive Set.

     • In the Create Archive Set dialog box, specify the fields mentioned in the table above, and click Save.

       Upon saving, it appears under the Case Documents node.