Enterprise Vault™ Discovery Accelerator Administrator's Guide
- Introducing Discovery Accelerator
- Introducing the Discovery Accelerator client
- Setting up and assigning roles
- Working with cases
- Setting up review marks and tags
- Using rules to mark and tag items automatically
- Using Custodian Manager
- About Custodian Manager
- Guidelines on using Custodian Manager
- Setting up custodians
- Setting up custodian groups
- Setting up custom custodian attributes
- Setting the primary custodian attribute
- Specifying the user account under which to synchronize custodians
- Synchronizing with entire Active Directory domains and Domino servers
- Setting the configuration options for Custodian Manager
- Searching for items
- About searching with Discovery Accelerator
- Creating and running Discovery Accelerator searches
- About the search criteria options
- Guidelines on conducting effective searches
- Pausing and resuming Discovery Accelerator searches
- About the Monitor Searches tab
- Selecting the archives in which to search
- Specifying the details of custom search attributes
- Defining email targets with Address Manager
- Building Discovery Accelerator search schedules
- Using Discovery Accelerator to search archived Skype for Business content
- Manually reviewing items
- About reviewing with Discovery Accelerator
- About the Review pane
- Filtering the items in the Review pane
- Searching within the review set
- Finding all items in the same conversation
- Assigning review marks and tags to items
- Adding comments to items
- Viewing the history of items
- Displaying printable versions of items
- Downloading the original versions of items
- Copying the item list to the Clipboard
- Deleting items from Enterprise Vault archives
- Changing how the Review pane looks
- Setting your Review pane preferences
- Working with research folders
- About research folders
- Creating research folders
- Editing the properties of research folders
- Copying items to research folders
- Reviewing the items in research folders
- Exporting items from research folders
- Giving other users access to your research folders
- Removing items from research folders
- Converting research folders into cases
- Deleting folders
- Exporting and producing items
- About exporting and producing items
- How exporting differs from producing
- Performing an export or production run
- About the limits on the number of simultaneous export and production runs
- Identifying the archives that contain duplicates of a specific item
- How to optimize export and production runs
- Making the export IDs or Bates numbers visible in Microsoft Outlook
- Creating and viewing reports
- Appendix A. Customizing Discovery Accelerator
- Setting Discovery Accelerator system configuration options
- Ad Hoc Searches configuration options
- Analytics Conversation Analysis configuration options
- Analytics Data Collection configuration options
- API configuration options
- Auditing configuration options
- Diagnostics configuration options
- Document Conversion configuration options
- Export/production configuration options
- General configuration options
- Home Page configuration options
- Item Prefetch Cache configuration options
- Item Prefetch Cache (Advanced) configuration options
- Legal Hold configuration options
- Policy Integration configuration options
- Privileged Delete configuration options
- Profile Synchronization configuration options
- Reviewing configuration options
- Search configuration options
- Security configuration options
- System configuration options
- Vault Directory Synchronization configuration options
- Customizing the columns in the Review pane
- 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
- About the Enterprise Vault search properties
- System properties
- Custom Enterprise Vault properties
- Custom Enterprise Vault properties for File System Archiving items
- Custom Enterprise Vault properties for SharePoint items
- Custom Enterprise Vault properties for Compliance Accelerator-processed items
- Custom properties for use by policy management software
- Custom properties for Enterprise Vault SMTP Archiving
- Appendix D. Troubleshooting
- A security warning may appear when you preview certain items in the Review pane of the Discovery Accelerator client
- Display issues when you run the Discovery Accelerator client in Windows 8 or later
- Display issues when you open a Discovery Accelerator website in Internet Explorer 10 or later
- Vault stores not displayed in the Discovery Accelerator client
- Discovery Accelerator searches return unexpected results
- Full-text search indexing is disabled by default in SQL Server
- Errors when exporting items from Discovery Accelerator
- TNEF-encoded attachments to Internet Mail (.eml) messages may not be readable after you export the messages from a review set
- Synchronization errors after you rename the SQL Server computer
- Performance counter errors when the Accelerator Manager service starts
- SQL Service Broker warning when restoring a customer database to a different server
- Issues with Custodian Manager
- Custodian Manager lets you synchronize multiple custodians with the same Active Directory account
- Custodian Manager does not list the members of a custodian group after you delete the group and then restore it by synchronizing with Active Directory
- If a custodian belongs to one Active Directory domain but is a member of a group in a second domain, Custodian Manager may not update the custodian's details when it synchronizes with the second domain
- Custodian Manager fails to synchronize with Domino LDAP users and groups whose names contain certain double-byte characters
- Issues with Discovery Accelerator reports
- You receive the message "An error occurred creating the report" when you try to generate reports
- Prompt to install SQL Server when printing a report for the first time
- Reports that you export as CSV may not open properly in Microsoft Excel
- Garbled Japanese characters when exporting reports in Acrobat format
- Troubleshooting OData errors
- Troubleshooting Privileged Delete failures
Selecting the archives in which to search
You can customize the list of Enterprise Vault archives in which Discovery Accelerator searches for items. For example, there may be archives that you want to exclude from any searches because they contain irrelevant material.
As well as setting the default, global list of archives, which are available to the searches that you conduct in any case, you can customize the searchable archives for individual cases.
You must have the application permission Manage Archives to set the global list of archives, and the case permission Manage Archives to set a case-level archive list.
Note:
If you have the case-level permission Select Archives in Search, you can also choose specific archives in which to search when you define the criteria for a search. Restricting the scope of a search can greatly reduce the time that it takes to complete, especially if the case-level archive list contains many thousands of archives.
To select the archives in which to search
Do one of the following:
To set the default list of archives that are available to all cases, click the Application tab in the Discovery Accelerator client, and then click the Archives tab.
To set the list of archives in which to search for one case only, click the Cases tab and then click the required case in the left pane. Then click the Archives tab.
If Discovery Accelerator lists a lot of cases, you can filter the list with the fields at the top of the pane. As well as filtering the cases by name, you can choose whether to list any research folders that are associated with them.
- Choose the archives in which to conduct searches.
Note:
When many archives match the current selection and filter criteria, Discovery Accelerator may take some time to list them all. In these circumstances, Discovery Accelerator displays a prompt that advises you to change the criteria in order to reduce the number of listed archives. You can either do this or click Show All Archives to list all the archives. To stop the prompt from appearing each time you return to this pane during the current session, select Don't show again in this session before you click Show All Archives.
By default, Discovery Accelerator displays the prompt when more than 50,000 archives match the current criteria. To change this threshold, set the configuration option called "Display warning in Archives pane when number of archives to load exceeds this threshold".
Use the following techniques to include or exclude archives:
If you are setting the application-wide list of archives that are available to all cases, and you want to hide certain vault stores from case administrators, select Restrict which vault stores are available to all cases. Then, in the Enabled column of the vault store list, select the vault stores that you want to make visible and searchable. When a case administrator sets the list of searchable archives for a case, only those archives that are in enabled vault stores are available for selection.
If you restrict a vault store and then later remove the restriction, the vault store automatically becomes available to existing cases, where it is included in new searches.
If you want to set the list of archives in which to search for one case only, select Customize searchable archives for this case.
Select or clear a vault store at the left to include its archives in searches or exclude them from searches.
Click a vault store at the left to list the associated archives at the right. Then select or clear the archives to include or exclude them.
The Status column shows whether each archive has been copied, moved, or deleted as part of a Move Archive operation by the Enterprise Vault administrator.
If Discovery Accelerator lists a large number of archives, you can filter the list with the fields at the top of the right pane.
Select or clear the Archive Name box at the top of the right pane to include or exclude all the available archives.
- Click Save.
