Arctera Enterprise Vault™ eDiscovery Installation Guide

Last Published:
Product(s): Enterprise Vault (15.2)
  1. Introducing eDiscovery
    1.  
      About eDiscovery desktop application
    2.  
      About eDiscovery web application
    3.  
      Feature comparison: Arctera eDiscovery desktop application Vs Arctera eDiscovery web application
    4.  
      Key features of eDiscovery
    5. Product documentation
      1.  
        White papers on the Arctera Support website
      2.  
        eDiscovery training modules
  2. Preparing to install eDiscovery
    1. Configuration options for eDiscovery
      1.  
        eDiscovery configuration for large installations
      2.  
        eDiscovery configuration for smaller installations
    2.  
      Supported versions of Enterprise Vault in eDiscovery environments
    3. Prerequisites for Arctera eDiscovery
      1.  
        Prerequisites for the SQL Server computer
      2.  
        Prerequisites for the Arctera eDiscovery server computer
      3.  
        Prerequisites for the Enterprise Vault server computer
    4.  
      Configuring Outlook to enable the processing of items with many attachments or many recipients
    5.  
      Setting the Windows and ASP.NET Temp folder permissions
    6. Security requirements for temporary folders
      1.  
        Granting additional users and groups access to the temporary folders
    7.  
      Disabling networking facilities that can disrupt a eDiscovery environment
    8.  
      Disabling the Windows Search Service on the eDiscovery server
    9.  
      Ensuring that the Windows Server service is running on the eDiscovery server
    10.  
      Configuring the SQL Server Agent service
    11.  
      Assigning SQL Server roles to the Vault Service account
    12.  
      Installing and configuring the SQL full-text search indexing service
    13.  
      Verifying that Enterprise Vault expands distribution lists
  3. Installing eDiscovery
    1. Installing the eDiscovery server software
      1.  
        Allowing Enterprise Vault to communicate with eDiscovery through the Windows firewall
      2. Creating the configuration database and customer databases
        1.  
          Configuring analytics database locations
      3. Setting up a Insight eDiscovery Custodian Manager website
        1.  
          Assigning the required Active Directory permissions to the Insight eDiscovery Custodian Manager synchronization account
      4.  
        Uploading the eDiscovery report templates
      5. Configuring eDiscovery for use in a SQL Server Always On environment
        1.  
          Using SQL Server Reporting Services in an Always On environment
      6. Installing eDiscovery in a clustered environment
        1.  
          Configuring eDiscovery for use in a Network Load Balancing cluster
      7.  
        Maximizing security in your eDiscovery databases
  4. Appendix A. Ports that eDiscovery uses
    1.  
      Default ports for eDiscovery
    2.  
      Changing the ports that eDiscovery uses
  5. Appendix B. Troubleshooting
    1.  
      Error messages appear in the event log when upgrading to eDiscovery 15.2
    2.  
      Enterprise Vault eDiscovery Manager service not created
    3.  
      Enterprise Vault eDiscovery Manager service does not start
    4.  
      "Access is denied" message is displayed when you try to create a customer database on a UAC-enabled computer
    5.  
      Cannot create or upgrade eDiscovery customer databases when Symantec Endpoint Protection is running
    6.  
      Permissions error when uninstalling the eDiscovery client from a UAC-enabled computer
    7.  
      Uninstalling the eDiscovery client from a shared location may prevent other users from starting the client
  6. Appendix C. Installing and configuring the Enhanced Auditing feature
    1.  
      Overview
    2.  
      Prerequisites for the Enhanced Auditing feature
    3.  
      Installing the Enhanced Auditing feature
    4.  
      Post installation steps
    5.  
      Upgrading the Enhanced Auditing setup
    6.  
      Modifying the Enhanced Auditing setup
    7.  
      Repairing the Enhanced Auditing setup
    8.  
      Uninstalling the Enhanced Auditing setup
    9.  
      Managing access from eDiscovery

Feature comparison: Arctera eDiscovery desktop application Vs Arctera eDiscovery web application

If you previously used the Arctera eDiscovery desktop application and would like to examine the features of both the eDiscovery desktop application and the Arctera eDiscovery web application, refer to the table provided below.

Feature

Arctera eDiscovery Desktop Application*

Arctera eDiscovery Web Application

Details

Only server installation required

No

Yes

Accessing Arctera eDiscovery does not require application installation; server installation alone is sufficient.

Windows-based Authentication and Authorization

Yes

Yes

 

* The features listed in the Enterprise Vault Compliance Accelerator Desktop Client (known as Arctera eDiscovery Desktop Application from Enterprise Vault 15.2 onwards) are available only up to Enterprise Vault version 14.5.

Dashboard

Dashboard: Summary

Yes

Yes

 

Dashboard: Summary: Pin/Unpin Departments

No

Yes

 

Dashboard: Task

Yes

No

Links are provided to perform some tasks.

Departments

Department: User Summary

Yes

Yes

 

Department: User Action

Yes

Yes

 

Department: Department Attributes

Yes

No

 

Department: Role assignment

Yes

Yes

 

Department: Searches

Yes

Yes

 

Department: Searches: Custom Attributes

No

Yes

 

Department: Monitoring Employees

Yes

Yes

 

Department: Archives

Yes

Yes

 

Department: Export

Yes

Yes

 

Department: Hotwords

Yes

Yes

 

Department: Labels

No

Yes

 

Department: Review Comments

No

Yes

 

Research Folders

Yes

No

 

Employees

Yes

Yes

Profile creation and management

Reports

Yes

Partially yes

 

Monitor

Yes

Yes

 

Application

Application: Roles

Yes

Yes

 

Application: Roles Assignments

Yes

Yes

 

Application: Hotwords

Yes

Yes

 

Application: Label

No

Yes

 

Application: Reviewing Comments

Yes

Yes

 

Application: Searches

Yes

Yes

 

Application: Archives

Yes

Yes

 

Review

Review: Review Pane Actions

Yes

Yes

Copy action is not available in Arctera eDiscovery.

Review: Advanced Filter

No

Yes

Filter on Author/Domain and Subject is provided.

Review: Filters

Yes

Yes

 

Review: Filters: Sentiment Score

No

Yes

 

Review: Delegate review (on behalf of mode)

Yes

No

 

Review: Printable View

Yes

No

 

Review: Bulk Review

Yes

Yes

 

Review: Review Status

Yes

Yes

 

Review: Research folder review

Yes

Yes

Some actions, such as Escalate, Commit, and Copy are not available in Arctera eDiscovery.

Review: Hit highlight navigation for Hotwords

Yes

Yes

 

Review: Labels

No

Yes

 

Review: Review Comments

No

Yes

 

Review: Hit highlight navigation for Tags

No

Yes

 

Configuration

Configuration: Search Schedules

Yes

Yes

 

Configuration: Reviewing status

Yes

No

 

Configuration: Import configuration

Yes

No

 

Configuration: Account Information

Yes

No

 

Configuration: Directory Mappings

Yes

No

 

Configuration: Department partitions, Attributes

Yes

No

 

Configuration: Message Types

Yes

No

 

Configuration: Settings

Yes

No

 

Configuration: Audit settings

No

Yes

Modules can be enabled or disabled for auditing purposes.

Enhanced Auditing

Yes

Yes

 

Audit Viewer

No

Yes

The operations and modifications made to any modules are shown in the Audit Settings.

Hotword analysis and statistics

Yes

Yes

Hotword analysis is done, and filters and counts are updated to view the statistics.

Tag (Policy) analysis and statistics

No

Yes

Tag (Policy) analysis is done, and counts are updated to view the statistics.

Custom attributes

Yes

Yes

 

Intelligent Review

Yes

Yes

Advanced Intelligent Review

No

Yes

The relevance score and the reasoning behind classifying the item as Unreviewed Relevant or Unreviewed Irrelevant are provided. Content snippets are added to train the learning model.

Microsoft Teams Chat and Channel support

No

Yes

 

Audio-Video Transcript support

No

Yes

 

Chinese Wall security

Yes

No

 

Localization of UI and Documentation

Yes

No

eDiscovery user interface and user documentation are translated into Japanese, Chinese Simplified, and Chinese Traditional languages for localization purposes.