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
Specifying the details of custom search attributes
When Enterprise Vault processes an item, it populates a number of the item's properties with information and stores this information with the archived item. For example, Enterprise Vault stores information about the retention category of each item and the number of attachments that it has. All this information is accessible in Discovery Accelerator searches; in the Custom attributes section of the search properties pane, you can enter the names of the relevant properties as free-form attributes.
If you want to search repeatedly for certain property information, you can define the property as a custom search attribute. Then the Custom attributes section of the search properties pane always contains a field in which you can enter the relevant property details.
You must have the Manage Search Attributes permission to specify the details of a custom search attribute. By default, only users with the role of Discovery System Admin have this permission.
To specify the details of a custom search attribute
- Click the Configuration tab in the Discovery Accelerator client, and then click the Search Attributes tab.
- Click New.
The Search attribute pane appears.
- In the Template list, select the attribute whose details you want to provide, or select New Search Attribute to define the details of a new one.
The template attributes are as follows:
Searches for messages according to the date on which Enterprise Vault archived them.
Categories And Keywords
Searches for messages according to the category that the author has assigned to them.
Conversation Tracking GUID
Searches for messages that have been indexed with the specified conversation tracking identifier.
Searches for messages according to the date on which their retention period expires.
Searches for messages in the specified language.
Last Modified Date
Searches for messages according to the date on which they were last modified.
Searches for messages that fall into a specific message class, such as IPM.Appointment or IPM.Contact.
Searches for messages that are marked with a particular importance level.
Searches for messages according to whether the author has digitally signed or encrypted them.
Searches for messages that are marked with a particular sensitivity level.
Number Of Days To Expiry
Searches for messages that are scheduled for deletion in the specified number of days.
Number Of Recipients
Searches for messages that have the specified number of recipients.
Searches for messages by their original identifier.
Searches for messages according to their original folder location, such as the Inbox or Drafts folder.
Searches for messages according to the identifier that is assigned to the saveset (
Searches for messages that are in all the folders to which you have access.
When you select an attribute, Discovery Accelerator automatically adds predefined values to the other boxes.
- Check that the name, display name, and description are correct.
For an attribute that third-party software has added to the X-Headers of SMTP items, add the prefix EVXHDR. to the attribute name. For example, EVXHDR.X-CompanyID.
- In the Type list, select the user interface elements with which to present the custom attribute options in Discovery Accelerator searches. This causes additional boxes to appear with which you can set additional options.
The options are as follows:
A single-line box lets the user enter or edit short text strings.
A multi-line text box lets the user enter or edit long strings over several lines.
A check box is a square box that is selected or cleared to turn on or off an option. More than one check box can be selected.
If you intend to set up multiple check boxes for a custom attribute, use the Column size box to specify the number of check boxes to group in a column. With a small column size and several check boxes, there may be more than one column per line. To display all the check boxes in a single row, set Column size to a number equal to or more than the number of check boxes.
To assign values to the check box options, click New value and then type the names with which to label the options and their values. Select Selected to mark an option as selected by default.
With a radio button, you make a choice among a set of mutually exclusive, related options. Users can choose one and only one option. Use the Column size box to indicate how the options are to be grouped, and the Values area to assign values to the options. Select Selected to mark an option as selected by default.
With a list box, you can select from a set of values that are presented in a list that is always visible.
If you select Multiple selection, you can hold down Shift or Ctrl to select several items from the list box. Assign values to the entries in the list box by clicking New value. Selected indicates the default value.
Drop down list box
A drop-down list is a closed version of a list box with an arrow next to it. Clicking the arrow opens the list.
Assign values to the entries in the list box by clicking New value. Selected indicates the default value.
Note the following:
When you specify the values to associate with custom attributes, enclose the values in double quotation marks.
For some of the attribute types, you can choose operators with which to qualify the values. To select multiple operators, hold down Ctrl or Shift and then click the required operators. For more information on the operators, see the Enterprise Vault API documentation.
- In the Data type drop-down list, specify the data format with which the values that you assign to the custom attribute must conform. The options are String, Number, and Date.
- Click Save.