Veritas Enterprise Vault™ Discovery Accelerator Reviewer's Guide

Last Published:
Product(s): Enterprise Vault (12.1)
  1. Introducing Discovery Accelerator
    1.  
      Key features of Discovery Accelerator
    2.  
      About the Discovery Accelerator client
    3.  
      Opening the Discovery Accelerator client
    4.  
      Finding your way around the Discovery Accelerator client
  2. Searching for items
    1.  
      Creating and running Discovery Accelerator searches
    2.  
      About the search criteria options
    3.  
      Guidelines on conducting effective searches
  3. Manually reviewing items
    1.  
      About reviewing with Discovery Accelerator
    2.  
      About the Review pane
    3.  
      Filtering the items in the Review pane
    4. Searching within the review set
      1.  
        Conducting quick searches
      2. Conducting advanced searches
        1.  
          About the search attributes
        2. About the operators
          1.  
            Guidelines on using the NEAR operator condition in Discovery Accelerator rules
        3.  
          About SQL Server stopwords
        4. Manually editing queries in analytics rule definition language (RDL)
          1.  
            Using parentheses to set Boolean precedence in analytics RDL
          2.  
            Using stemming in analytics RDL
          3.  
            Specifying custodian and target values in analytics RDL
    5.  
      Finding all items in the same conversation
    6.  
      Assigning review marks and tags to items
    7.  
      Adding comments to items
    8.  
      Viewing the history of items
    9.  
      Displaying printable versions of items
    10.  
      Downloading the original versions of items
    11.  
      Copying the item list to the Clipboard
    12.  
      Changing how the Review pane looks
    13.  
      Setting your Review pane preferences
  4. Working with research folders
    1.  
      About research folders
    2.  
      Creating research folders
    3.  
      Reviewing the items in research folders
    4.  
      Exporting items from research folders
    5.  
      Giving other users access to your research folders
    6.  
      Copying items to research folders
    7.  
      Converting research folders into cases
  5. Exporting and producing items
    1.  
      How exporting differs from producing
    2.  
      Performing an export or production run
    3.  
      About the limits on the number of simultaneous export and production runs
    4.  
      Making the export IDs or Bates numbers visible in Microsoft Outlook
  6. Creating and viewing reports
    1.  
      About the Discovery Accelerator reports
    2.  
      Creating Discovery Accelerator reports
    3. Available Discovery Accelerator reports
      1.  
        Archive Source report
      2.  
        Case History report
      3.  
        Export Run Duplicates report
      4.  
        Item Detail report
      5.  
        Legal Holds report
      6.  
        Production Run report
      7.  
        Production Run Duplicates report
      8.  
        Productions report
      9.  
        Searches report
      10.  
        Security report
    4.  
      Viewing existing reports
    5.  
      Deleting reports
    6. About viewing Discovery Accelerator datasets using the OData web service
      1.  
        Available Discovery Accelerator datasets
      2.  
        Accessing the Discovery Accelerator datasets
      3.  
        Using the OData service with Microsoft Excel
      4.  
        Using the OData service with Microsoft SQL Server Reporting Services (SSRS)
      5.  
        Troubleshooting OData errors
  7. Appendix A. Enterprise Vault properties for use in Discovery Accelerator searches
    1.  
      About the Enterprise Vault search properties
    2.  
      System properties
    3.  
      Custom Enterprise Vault properties
    4.  
      Custom Enterprise Vault properties for File System Archiving items
    5.  
      Custom Enterprise Vault properties for SharePoint items
    6.  
      Custom Enterprise Vault properties for Compliance Accelerator-processed items
    7.  
      Custom properties for use by policy management software
    8.  
      Custom properties for Enterprise Vault SMTP Archiving

Assigning review marks and tags to items

As part of the review process, you assign a status mark to each message to indicate that you have reviewed it and have no concerns - or conversely, that you do have some concerns, and therefore want to question the message.

As well as assigning marks to items, or as an alternative to assigning marks, you can assign tags to the items. Tags differ from marks in two ways:

  • You can assign multiple tags to an item, but you can assign one mark only.

  • Assigning a tag to an item does not change its action status. This status only changes when you click one of the primary mark buttons, such as Relevant or Flagged.

In cases that are enabled for analytics, items may have been marked or tagged by analytics rules. You can use the Review pane to accept the automatic categorization on these items.

Tips:

  • In the item list, the headers of unreviewed items display in bold text.

  • You can quickly mark all the items that match a certain filter option by right-clicking that option in the left pane and then selecting the required mark.

  • If you right-click an item in the list view, you can access additional commands for bulk-marking the items in the review set.

To assign a review mark or tag to an item

  1. In the Review pane, select the items that you want to mark.

    To select multiple adjacent items, click the first item, and then hold down the Shift key and click the last item. To select nonadjacent items, click the first item, and then hold down the Ctrl key and click additional items. To select all the items, press Ctrl+A.

  2. Do one or more of the following:

    • To apply a mark to the items, click the appropriate button at the bottom right of the pane.

      After a few moments, Discovery Accelerator changes the status of the items accordingly.

    • To assign tags to the items, click the Tags button below the Reading pane, and then select the required values.

    • To accept the marks and tags that analytics rules have applied to the items in this case, click the Accept button.