Arctera™ Insight eDiscovery Help

To configure Targeted Collection for Exchange Online

1. On the Investigations tab, in the left navigation pane, select Targeted Collection.
2. Click Add.

   The Select Collector Type pop up appears.

3. Select Exchange Online.
4. On the Collection Information tab, specify the following:

   Collection name	Provide a unique name for this collection.
   Email	Enter email to get notification once the targeted collection has finished processing.
   Select a collector to get data from	Select the Exchange Online collector that is already configured in Arctera Insight Archiving Arctera Insight Management Console.

5. Click Save and Next to navigate to the Filters tab.
6. On the Filters tab, specify the following:

   User source configuration	Select the All users option to include all the available users. Select the Select users from list option to open the list of all users. Select the users whose activities you want to collect., and click Confirm. Synchronizing user accounts: To get the latest user list, click the Sync icon. This synchronization process may take several minutes as it synchronizes all the accounts from the content source. Resetting current user selection: Click the Reset icon to reset the list of monitored users to the lastly-saved selection.
   Select matching method for the keyword search	Provide any words that you want to search in the email subject and email body content. Press ENTER to confirm the word or a phrase. You can enter multiple words and phrases. Select All to consider all the specified words and phrases you want to search and collect. Select Any to consider any of the specified words and phrases you want to search and collect.
   Select date range	Specify the date range for collection. The available options are Before, After, and Between.
   Captured Modern Attachment	Select any of the following options as required: Latest version: Select this option to capture the latest saved version of the shared document that is available at connector runtime. Shared version: Select this option to capture the saved version of the document at the time of sharing in Microsoft Teams.

7. Click Save and Next to navigate to the Send to Cases tab.
8. On the Send to Cases tab, specify the following:

   Send to existing case

   Although this field is optional, the check box is selected by default. If you want to send a search result to cases, select this check box and choose one or more cases from the list of available cases. Navigate to the next and previous pages to access the available cases. If you do not want to send a search result to cases, clear this check box. Upon clearing this check box, the application displays a confirmation prompt that you have not selected any case to send the collected items. Do the following as required: Click No to assign a case and complete the setup. Click Yes to proceed without selecting a case. This allows you to archive the items first and send them to the required cases later.

   Collection set name

   Enter the collection set name. When you select a single or multiple cases in the eDiscovery tab, the node of this name is displayed under the Case Documents node. After the targeted collector is configured and the displayed status is Archived, all the items are sent to this Collection Set in the respective cases under the Case Documents node.

9. Click Save and Next to navigate to the Review tab.
10. On the Review tab, do the following:

    • Check the configuration information to ensure accuracy.

    • To modify configuration information, click the corresponding Edit link.

11. If the data is correct, click Complete.

    The Exchange Online archive collector appears on the Targeted Collections page.

    Note:

    If the status of the Microsoft Teams targeted collector is Archived, you can expand the targeted collector row to view the Collection Defensibility Report of the Exchange Online-specific reactive data. It displays the details like Items Collected, Items Received, Items Archived, Items Duplicate, Items Rejected, and Items Failed. To download the Collection Defensibility Report, click the Download icon.

12. If the status of the targeted collector is Incomplete, modify the collector configuration. To modify the configuration, click on the targeted collection name.

    Note:

    If the configuration is incomplete, user cannot collect items properly. User cannot remove the previously selected and saved options.

13. If the status of the targeted collector is Archived, and you want to send items to cases, click Send to case in the respective row.

    See Sending collected data to cases.