Enterprise Vault™ Compliance Accelerator Reviewer's Guide

To perform an export run

1. Click the Departments tab in the Compliance Accelerator client.
2. In the left pane, click the department from which you want to export items.

   If Compliance Accelerator lists a lot of departments, you can filter the list with the fields at the top of the pane. As well as filtering the departments by name, you can choose whether to list any research folders that are associated with them.

3. Click the Export tab.
4. Click New at the top of the window.

   The Export Details pane appears.

   
5. In the Name box, type a name for the run.

   The name that you specify here becomes the name of the subfolder in which Compliance Accelerator stores the output from the run.

6. In the Output folder box, type the path to the folder on the Compliance Accelerator server in which you want to store the output from the run.

   The folder path can contain up to 100 characters.

   Compliance Accelerator places the output from the run in a subfolder of the nominated folder.

7. In the Items Selection box, choose the items that you want to export.

   The options are as follows:

   Item ID	Specifies the ID of an individual item that you want to export. To determine the ID of an item, view the item in the Review pane.
   Message type	Selects items by their type, such as Microsoft Exchange or Domino.
   Message direction	Selects items that are traveling in a certain direction.
   Capture method	Selects items that have either been captured and added to the review set using the monitoring policy (Randomly Sampled) or captured as a result of searches (Search).
   Policy action	Selects items by the policy action with which your policy management software has tagged them. This action can be one of the following: Inclusion (demands or suggests capture), Exclusion (precludes capture or advocates non-capture), and No Action (the item is subject to normal random sampling).
   Date captured	Selects items that Compliance Accelerator captured over the specified period.
   Search	Selects items that the specified search has captured.
   Current action status	Selects items by their action status, such as Unreviewed, Pending, or Questioned.
   Current action status author	Selects items by the person who last assigned a review mark to them.
   Escalation status	Selects items by whether they have been escalated to an escalation reviewer and subsequently closed by that reviewer.
   Escalation owner	Selects items by the escalation reviewer who has responsibility for them.
   Escalated by	Selects items by the person who escalated them to an escalation reviewer for further attention.
   Current appraisal status	Selects items by whether a supervisor has appraised them. This option is only visible to supervisors with Apply Appraisal Status permission.
   Current appraisal status author	Selects items by the supervisor who last assigned a mark to them. This option is only visible to supervisors with Apply Appraisal Status permission.
   Policy	Selects items by the specific policy with which your policy management software has tagged them.

8. Select Include journal recipients in reports if you want the export reports to include recipient information from the journal envelope (P1) of Exchange or SMTP journal items. This lists all the recipients of each item, regardless of their placement in the To, CC and BCC fields.

   Compliance Accelerator does not include recipient information from Domino journal items.

9. Choose whether to export the items in their original format, as HTML, or collected in a ZIP file.

   • If you click Original Type, you can choose to output Microsoft Exchange items as individual MSG files and SMTP items as individual EML files, or encapsulate them all in a single Personal Folders (.pst) file.

     If you click PST, Compliance Accelerator displays some additional options with which you can set a password and a maximum roll-over size for the file. The password can contain alphanumeric characters only. The default size of each PST file is 600 MB, and it cannot exceed 20 GB.

   • If you click HTML, Compliance Accelerator displays some additional options with which you can choose to include comments and action status history. This history identifies the reviewers who displayed a preview or printable version of each item, downloaded the original version of the item, or marked it, and the date and time at which they did so.

   • If you click Zip, you can set a maximum roll-over size for each ZIP file. The default is 1024 MB (1 GB).

     You can export all types of items to a ZIP file. However, if you choose to export Domino items, Compliance Accelerator collects them first into a Domino NSF database and then adds this to the ZIP file.

10. In the Number of items to export box, type the required number of items. Note that Compliance Accelerator exports the oldest items. For example, if you choose to export 100 items, Compliance Accelerator exports the 100 oldest items that match the selected options.
11. If you are exporting file system items or Domino items and want to make them read-only so that they cannot be changed or accidentally deleted, select Read Only.
12. Click Apply.
13. When the run has finished, open the output folder on the Compliance Accelerator server to retrieve the exported items. This folder also includes the reports that list the items that you have exported.