Enterprise Vault™ Discovery Accelerator Administrator's Guide
- Introducing Discovery Accelerator
- Introducing the Discovery Accelerator client
- Setting up and assigning roles
- About the Discovery Accelerator permissions
- Working with cases
- Implementing analytics in Discovery Accelerator cases
- Setting up review marks and tags
- Using rules to mark and tag items automatically
- Creating analytics rules
- Manually editing queries in analytics rule definition language (RDL)
- Using Custodian Manager
- Searching for items
- About searching with Discovery Accelerator
- Defining email targets with Address Manager
- Building Discovery Accelerator search schedules
- Manually reviewing items
- About reviewing with Discovery Accelerator
- Searching within the review set
- Deleting items from Enterprise Vault archives
- Working with research folders
- Exporting and producing items
- About exporting and producing items
- Creating and viewing reports
- Available Discovery Accelerator reports
- About viewing Discovery Accelerator datasets using the OData web service
- Appendix A. Customizing Discovery Accelerator
- Setting Discovery Accelerator system configuration options
- Setting Discovery Accelerator system configuration options
- Appendix B. Importing configuration data from an XML file
- Appendix C. Enterprise Vault properties for use in Discovery Accelerator searches
- Appendix D. Troubleshooting
- Issues with Custodian Manager
- Issues with Discovery Accelerator reports
About the Discovery Accelerator permissions
Table: Application permissions
Allow Archive Selection in Research Folder
Select the vault stores and archives to use when you conduct a search in a research folder.
Copy Research Items
Copy the items from a research folder to the case review set.
Create and Configure Cases
Create new cases and assign owners to them, and edit the properties of existing cases.
Create Research Folder
Set up research folders that are not linked to any case.
Delete the selected cases and all the objects that are associated with them (case-specific searches, user folders, targets and target groups, and so on).
Export Configuration Data
Use the ImportExport command-line utility to export configuration data from the Discovery Accelerator database to an XML file.
Export Research Items
Export the items in a research folder for offline review.
Import Configuration Data
Load configuration data into the Discovery Accelerator database from an XML file, and view the import log.
Manage Administration Security
Assign application-wide roles to users. However, application administrators cannot assign case roles to users, as only case administrators can assign these roles.
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.
Manage Global Target and Target Groups
Create, edit, and delete application-wide targets and target groups. These provide a shorthand way to supply multiple email addresses when you define the criteria for a search.
Create and edit the marks that are available to all cases. However, this permission does not give access to the marks that are created in a case.
Add and remove application and case roles, and select the permissions to assign to each role.
Create, edit, and delete schedules, with which you can define when a future search or recurrent search is to run.
Manage Search Attributes
Make additional, customized attributes available for searches.
Modify System Configuration
Change the Discovery Accelerator system properties. You can also customize the appearance, performance, and functionality of Discovery Accelerator.
Monitor the status of searches across all cases and pause and resubmit searches, even if you do not normally have access to the associated cases. However, you cannot view the search criteria or the results of the searches unless you normally have access permission.
Promote Research to Case
Convert a research folder into a case.
View System Configuration
View the Discovery Accelerator system properties and configuration options that determine the appearance, performance, and functionality of the application.
Table: Case and folder permissions
Assign the items in the case or research folder to individual reviewers.
Configure Case Properties
Change the properties of a case, such as its name, status, and owner.
Configure Folder Properties
Change the properties of folder, such as its name and export location.
Delete the current case and all the objects that are associated with it (case-specific searches, user folders, targets and target groups, and so on).
Delete the research folders in which users have stored items for review.
Enable or disable the analytics feature in a case or folder. You can also pause or resume analytics.
Set the list of archives in which to search.
Manage Automatic Categorization
Create, edit, and delete the analytics rules by which Discovery Accelerator applies marks and tags to items automatically.
Manage Legal Holds
Place holds on the items in a case to prevent users from deleting them.
Select the review marks, tags, and tag groups that are available to reviewers in a case or research folder.
Create, edit, and delete the email targets and target groups that you can include in the criteria of a search.
Perform Ad Hoc Searches
Possess the full research permissions to create, edit, and delete research folders, search for items to store in those folders, and review those items.
Delete items from the Enterprise Vault archives so long as the items are not on legal hold.
Undertake export runs and production runs.
Review items and assign marks and comments to them.
Assign roles to users in a case.
Undertake searches for items to store in the review set.
Preview the results of a search before you accept them. This permission requires the Search permission.
Select Archives in Search
Choose certain archives in which to search when you define the criteria for a case-level or folder-level search. Without this permission, you must search all the archives in the vault stores selected for the case when you create and run searches. This permission requires the Search permission.
Show Reviewer Summaries On Home Page
View a summary of reviewer activity on the home page of the Discovery Accelerator client.
Create and view reports.