Veritas Enterprise Vault™ Discovery Accelerator Reviewer's Guide

Last Published:
Product(s): Enterprise Vault (12.2)
  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
      1.  
        Limitations on searching certain types of Skype for Business content
    2.  
      About the search criteria options
    3.  
      Guidelines on conducting effective searches
  3. Manually reviewing items
    1. About reviewing with Discovery Accelerator
      1.  
        Limitations on reviewing certain types of Skype for Business content
    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. About exporting and producing items
      1.  
        Limitations on exporting certain types of content
    2.  
      How exporting differs from producing
    3.  
      Performing an export or production run
    4.  
      About the limits on the number of simultaneous export and production runs
    5.  
      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

Finding your way around the Discovery Accelerator client

In the Discovery Accelerator client, the roles to which you have been assigned determine the features that you can access. Table: Primary tabs in the Discovery Accelerator client describes the features that users with the most permissive roles can access. Discovery Accelerator administrators can assign multiple different roles to users and change the permissions that are associated with the roles.

Table: Primary tabs in the Discovery Accelerator client

Icon

Tab

Description

Home icon

Home

This tab provides a headline view of the status of the activities that you perform in Discovery Accelerator. It also gives you quick access to the activities that you are likely to perform frequently with Discovery Accelerator.

Review icon

Review

This tab lets you view the items in the review set and assign marks and comments to them.

Research icon

Research

This tab lets you set up research folders where you can work privately on the items that interest you without generating additional work for other Discovery Accelerator reviewers.

Cases icon

Cases

This tab lets you open and manage cases. You can also enable analytics on your cases so that you can perform additional analyses of the metadata and content of the items that you have collected in them.

Custodians icon

Custodians

This tab lets you set up email targets, which you can include in the criteria of a Discovery Accelerator search. A target is a shorthand way of specifying all the email addresses of an employee so that you do not need to enter them all when you set up a search.

The tab also provides a link to the Custodian Manager website, where you can specify the details of custodians and custodian groups for which you want to search with Discovery Accelerator.

Reports icon

Reports

This tab lets you generate reports on various aspects of Discovery Accelerator, including the progress of reviewers and their roles and responsibilities.

Monitor icon

Monitor

This tab lets you monitor the status of all Discovery Accelerator searches and pause or resubmit them as necessary.

Application icon

Application

This tab provides access to a range of commonly used administrative facilities. The options that are available when you click this tab may include the following:

  • Roles. Set up and amend the roles that you can assign to users to manage their access to Discovery Accelerator facilities.

  • Role Assignment. Assign Discovery Accelerator roles to users.

  • Marks. Set up and edit the marks that reviewers can apply to each item to indicate whether it is relevant to the case.

  • Tags. Define secondary sets of marks, called tags, which reviewers can apply to items in the review set.

  • Archives. Customize the list of Enterprise Vault archives in which Discovery Accelerator searches for items.

    You can also choose to hide selected vault stores from case administrators so that they cannot conduct searches of the archives in those vault stores.

Configuration icon

Configuration

This tab provides access to a range of configuration facilities that you are likely to use infrequently. The options that are available when you click this tab may include the following:

  • Search schedules. Set up schedules with which you can run Discovery Accelerator searches repeatedly, at scheduled times.

  • Search Attributes. Specify the details of custom attributes that you can include in your search criteria.

  • Import Configuration. Import configuration data into Discovery Accelerator from an XML file.

  • Account Information. Supply the details of multiple Windows domains from which you can choose when you add a new user to your Discovery Accelerator system.

  • Settings. Set hundreds of configuration options with which you can customize the appearance and performance of Discovery Accelerator.