Enterprise Vault™ Discovery Accelerator Administrator's Guide

To filter the items in the Review pane

1. In the Case drop-down list at the top of the filter pane, select the case or folder for which you want to display the items in the review set.
2. In the Items drop-down list, select a group of items that you want to review. The options are as follows:

   Temporary Assignment	This option lets you reserve the specified number of items in the review set. Other reviewers cannot see these items until you have finished work on them.
   All Items	This option lets you view all the items in the review set, even if they have been assigned to other reviewers. You may duplicate the work of other reviewers if you use this option. Therefore, we recommend that you select this option only if there are no other reviewers working alongside you, or you want to browse the items without marking them.
   My Items	This option lets you review any items that your case administrator has assigned to you.

3. If you have enabled analytics in the selected case, use the facilities in the Search area to find items that match your specified criteria.

4. In the Filter section, select the facets (item classifications) that you want to apply. To show the available values, click the facet name or the arrow at the left of the name.

   The following table lists all the available facets in alphabetical order.

   	Attachment type	(Available only in cases that you have enabled for analytics.) Selects items by the type of file that is attached to them.
   	Author	Selects items by the name of the person who sent them. In cases that you have enabled for analytics, you can also select authors by their email addresses or domains.
   	Capture date	Selects items that Discovery Accelerator has captured over the specified period.
   	Comment	Selects items to which reviewers have added comments.
   	Date	Selects items by the date on which they were created.
   	Direction	Selects items that have traveled in the specified direction. The options are as follows: Internal. Selects items where the author and all recipients are internal to your organization. External Inbound. Selects items where the author is external to your organization and at least one recipient is internal. External Outbound. Selects items where the author is internal to your organization and at least one recipient is external.
   	Ingestion status	(Available only in cases that you have enabled for analytics.) Selects items by the status of their retrieval from the Enterprise Vault archives into your Discovery Accelerator customer database.
   	Last marked by	Select items by the reviewer who last assigned a mark to them.
   	Legal hold status	Selects items by their legal hold status in the case.
   	Mark	Select items by the mark that reviewers have assigned to them.
   	Marked by rule	(Available only in cases that you have enabled for analytics.) Selects items by the rule that you have used to mark them automatically.
   	Number of attachments	Selects items by the number of attachments that they have.
   	Privileged delete status	Selects items by the status of their deletion from the Enterprise Vault archives. The options are as follows: None. Selects items that have not be deleted from the archives. Pending delete. Selects items that are queued for deletion from the archives. Failed to delete. Selects items that Discovery Accelerator has failed to delete. Deleted successfully. Selects items that are deleted from the archives.
   	Policy	Selects items by the policy with which your policy management software has tagged them.
   	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: Include (demands or suggests capture in the review set). Exclude (precludes capture or advocates non-capture in the review set).
   	Recipient	(Available only in cases that you have enabled for analytics.) Selects items by the names, email addresses, or domains of their recipients.
   	Scheduled search	Selects items that one or more scheduled searches have captured.
   	Search	Selects items that one or more searches have captured.
   	Size (KBytes)	Selects items by their size in kilobytes.
   	Status	Selects items by their status, such as Pending or Questioned.
   	Tag	Select items by the tags that reviewers have assigned to them.
   	Tagged by rule	(Available only in cases that you have enabled for analytics.) Selects items by the rule that you have used to mark them automatically.
   	Type	Selects items by their type.

   Note the following:

   • Each facet value is a hyperlink that, when clicked, selects that value and immediately filters the item list accordingly. Click the facet value again to remove it from the filter.

     If you have already selected one or more values within the same facet, clicking another one deselects the others. However, it does not affect any values that you have selected within other facets.

   • The numbers next to the facet values show the number of matching items. After you apply the filter, Discovery Accelerator updates these numbers to show how many of the items are now in the item list. For example, the values for the Author facet initially show the number of matching items in the entire review set. If you then set the value of the Status facet to Unreviewed and apply this filter, the Author values are updated to show only the number of unreviewed items for each author.

     Facet values that are shown in an italicized font do not have any matching items in the current item list.

   • When you select two or more values for a facet, Discovery Accelerator looks for items that match any of the values. For example, you can choose to view all the items that have a status of Pending or Questioned by selecting both values.

     When you select values for two or more different facets, Discovery Accelerator looks for items that match all the facets. For example, selecting the status value Pending and the type value Exchange matches only those items that have a status of Pending and a type of Exchange.

   • When a facet has a large number of possible values, Discovery Accelerator displays an abbreviated list of the most relevant values. You can add more values to the list by clicking the blue hyperlinks at the end of the list.

   • If you frequently use the same facet settings to filter the items in the Review pane, you can save them as a preset by clicking the Save button at the right of the Preset box. Then you can quickly apply the settings by selecting the preset from the drop-down list.

   • You can apply marks to items by right-clicking the facet values. For example, to mark all the items by a particular author, right-click the author's name in the list and then click Mark all items.

5. Click Apply at the top of the filter pane.

   If you have used any feature that is only available in cases that are enabled for analytics, you may see the message "Results may be incomplete due to partial ingestion". This occurs when the number of retrieved items is not the same as the total number of items in the case. For example, some of the items in the case may have been deleted from Enterprise Vault before you enabled the case for analytics.