Enterprise Vault™ Discovery Accelerator Administrator's Guide

Last Published:
Product(s): Enterprise Vault (14.0)
  1. Introducing Discovery Accelerator
    1.  
      Key features of Discovery Accelerator
    2.  
      About the Discovery Accelerator components
    3.  
      The Discovery Accelerator process
    4.  
      About the deduplication feature in Discovery Accelerator
    5. Product documentation
      1.  
        White papers on the Veritas Support website
      2.  
        Discovery Accelerator training modules
  2. Introducing the Discovery Accelerator client
    1.  
      About the Discovery Accelerator client
    2.  
      Opening the Discovery Accelerator client
    3.  
      Finding your way around the Discovery Accelerator client
  3. Setting up and assigning roles
    1.  
      About the predefined Discovery Accelerator roles
    2. About the Discovery Accelerator permissions
      1.  
        About the facility to allow or deny permissions
    3.  
      Creating Discovery Accelerator roles
    4.  
      Editing the properties of Discovery Accelerator roles
    5.  
      Assigning Discovery Accelerator roles to users
    6.  
      Deleting Discovery Accelerator roles
  4. Working with cases
    1.  
      About Discovery Accelerator cases
    2.  
      Opening new Discovery Accelerator cases
    3.  
      Checking the progress of Discovery Accelerator cases
    4. Implementing analytics in Discovery Accelerator cases
      1.  
        Enabling a Discovery Accelerator case for analytics
      2.  
        Monitoring the progress of analytics data collection
      3.  
        Pausing and resuming analytics on a Discovery Accelerator case
      4.  
        Speeding up analytics data collection in low-bandwidth environments
      5.  
        Disabling analytics on a Discovery Accelerator case
    5.  
      Deleting Discovery Accelerator cases
  5. Setting up review marks and tags
    1.  
      About review marks
    2.  
      Creating review marks
    3.  
      How retained marks work
    4.  
      Editing review marks
    5.  
      Customizing the review marks that are associated with individual cases
    6.  
      Creating tags
    7. Creating tag groups
      1.  
        Creating a single-choice tag group
      2.  
        Creating a multiple-choice tag group
  6. Using rules to mark and tag items automatically
    1.  
      About analytics rules
    2. Creating analytics rules
      1.  
        About the search attributes
      2. About the operators
        1.  
          Guidelines on using the NEAR operator condition in Discovery Accelerator rules
      3.  
        About SQL Server stopwords
    3.  
      Overriding manual categorization
    4.  
      Editing analytics rules
    5.  
      Changing the priority levels of marking rules
    6.  
      About tagging rules
    7. Manually editing queries in analytics rule definition language (RDL)
      1.  
        Using parentheses to set Boolean precedence in analytics RDL
      2.  
        Using stemming in analytics RDL
      3.  
        Specifying custodian and target values in analytics RDL
    8.  
      Deleting analytics rules
  7. Using Custodian Manager
    1.  
      About Custodian Manager
    2.  
      Guidelines on using Custodian Manager
    3.  
      Setting up custodians
    4.  
      Setting up custodian groups
    5.  
      Setting up custom custodian attributes
    6.  
      Setting the primary custodian attribute
    7.  
      Specifying the user account under which to synchronize custodians
    8.  
      Synchronizing with entire Active Directory domains and Domino servers
    9.  
      Setting the configuration options for Custodian Manager
  8. Searching for items
    1. About searching with Discovery Accelerator
      1.  
        Limitations on searching certain types of Skype for Business content
    2.  
      Creating and running Discovery Accelerator searches
    3.  
      About the search criteria options
    4.  
      Guidelines on conducting effective searches
    5.  
      Pausing and resuming Discovery Accelerator searches
    6.  
      About the Monitor Searches tab
    7.  
      Selecting the archives in which to search
    8.  
      Specifying the details of custom search attributes
    9.  
      Restricting search results to correspond to Compliance Accelerator departments
    10. Defining email targets with Address Manager
      1.  
        Setting up targets
      2.  
        Adding targets to target groups
    11. Building Discovery Accelerator search schedules
      1.  
        Setting up new search schedules
      2.  
        Examples of recurring search schedules
    12.  
      Setting up custom message types
    13.  
      Using Discovery Accelerator to search archived Skype for Business content
  9. Manually reviewing items
    1. About reviewing with Discovery Accelerator
      1.  
        Limitations on reviewing certain types of Skype for Business content
    2.  
      About the Review pane
    3.  
      Filtering the items in the Review pane
    4. Searching within the review set
      1.  
        Conducting quick searches
      2.  
        Conducting advanced searches
    5.  
      Finding all items in the same conversation
    6.  
      Assigning review marks and tags to items
    7.  
      Adding comments to items
    8.  
      Viewing the history of items
    9.  
      Displaying printable versions of items
    10.  
      Downloading the original versions of items
    11.  
      Copying the item list to the Clipboard
    12. Deleting items from Enterprise Vault archives
      1.  
        Limitations on reviewing items after you have deleted them
    13.  
      Changing how the Review pane looks
    14.  
      Setting your Review pane preferences
  10. Working with research folders
    1.  
      About research folders
    2.  
      Creating research folders
    3.  
      Editing the properties of research folders
    4.  
      Copying items to research folders
    5.  
      Reviewing the items in research folders
    6.  
      Exporting items from research folders
    7.  
      Giving other users access to your research folders
    8.  
      Removing items from research folders
    9.  
      Converting research folders into cases
    10.  
      Deleting folders
  11. Exporting and producing items
    1. About exporting and producing items
      1.  
        Limitations on exporting certain types of content
    2.  
      How exporting differs from producing
    3. Performing an export or production run
      1.  
        How to decrypt RMS-protected items
    4.  
      About the limits on the number of simultaneous export and production runs
    5.  
      Identifying the archives that contain duplicates of a specific item
    6.  
      How to optimize export and production runs
    7.  
      Making the export IDs or Bates numbers visible in Microsoft Outlook
  12. Creating and viewing reports
    1.  
      About the Discovery Accelerator reports
    2.  
      Creating Discovery Accelerator reports
    3. Available Discovery Accelerator reports
      1.  
        Archive Source report
      2.  
        Case History report
      3.  
        Export Run Duplicates report
      4.  
        Item Detail report
      5.  
        Legal Holds report
      6.  
        Production Run report
      7.  
        Production Run Duplicates report
      8.  
        Productions report
      9.  
        Searches report
      10.  
        Security report
    4.  
      Viewing existing reports
    5.  
      Deleting reports
    6. About viewing Discovery Accelerator datasets using the OData web service
      1.  
        Available Discovery Accelerator datasets
      2.  
        Accessing the Discovery Accelerator datasets
      3.  
        Using the OData service with Microsoft Excel
      4.  
        Using the OData service with Microsoft SQL Server Reporting Services (SSRS)
  13. Appendix A. Customizing Discovery Accelerator
    1.  
      Specifying the Windows domains with which to synchronize employee details
    2. Setting Discovery Accelerator system configuration options
      1.  
        Ad Hoc Searches configuration options
      2.  
        Analytics Conversation Analysis configuration options
      3.  
        Analytics Data Collection configuration options
      4.  
        API configuration options
      5.  
        Auditing configuration options
      6.  
        Diagnostics configuration options
      7.  
        Document Conversion configuration options
      8.  
        Export/production configuration options
      9.  
        General configuration options
      10.  
        Home Page configuration options
      11.  
        Item Prefetch Cache configuration options
      12.  
        Item Prefetch Cache (Advanced) configuration options
      13.  
        Legal Hold configuration options
      14.  
        Policy Integration configuration options
      15.  
        Privileged Delete configuration options
      16.  
        Profile Synchronization configuration options
      17.  
        Reviewing configuration options
      18.  
        Search configuration options
      19.  
        Security configuration options
      20.  
        System configuration options
      21.  
        Vault Directory Synchronization configuration options
    3.  
      Customizing the columns in the Review pane
  14. Appendix B. Importing configuration data from an XML file
    1.  
      About importing configuration data
    2.  
      Sample XML files
    3.  
      Format of the Dataload.xml file
    4.  
      Format of the dataload XML file for Custodian Manager
    5.  
      Importing the configuration data
    6. About the ImportExport command
      1.  
        ImportExport syntax
      2.  
        Examples of ImportExport commands
  15. Appendix C. Enterprise Vault properties for use in Discovery Accelerator searches
    1.  
      About the Enterprise Vault search properties
    2.  
      System properties
    3.  
      Custom Enterprise Vault properties
    4.  
      Custom Enterprise Vault properties for File System Archiving items
    5.  
      Custom Enterprise Vault properties for SharePoint items
    6.  
      Custom Enterprise Vault properties for Compliance Accelerator-processed items
    7.  
      Custom properties for use by policy management software
    8.  
      Custom properties for Enterprise Vault SMTP Archiving
  16. Appendix D. Troubleshooting
    1.  
      A security warning may appear when you preview certain items in the Review pane of the Discovery Accelerator client
    2.  
      Display issues when you run the Discovery Accelerator client in Windows 8 or later
    3.  
      Display issues when you open a Discovery Accelerator website in Internet Explorer 10 or later
    4.  
      Vault stores not displayed in the Discovery Accelerator client
    5.  
      Discovery Accelerator searches return unexpected results
    6.  
      Full-text search indexing is disabled by default in SQL Server
    7.  
      Errors when exporting items from Discovery Accelerator
    8.  
      TNEF-encoded attachments to Internet Mail (.eml) messages may not be readable after you export the messages from a review set
    9.  
      Synchronization errors after you rename the SQL Server computer
    10.  
      Performance counter errors when the Accelerator Manager service starts
    11.  
      SQL Service Broker warning when restoring a customer database to a different server
    12. Issues with Custodian Manager
      1.  
        Custodian Manager lets you synchronize multiple custodians with the same Active Directory account
      2.  
        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
      3.  
        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
      4.  
        Custodian Manager fails to synchronize with Domino LDAP users and groups whose names contain certain double-byte characters
    13. Issues with Discovery Accelerator reports
      1.  
        Prompt to install SQL Server when printing a report for the first time
      2.  
        Reports that you export as CSV may not open properly in Microsoft Excel
      3.  
        Garbled Japanese characters when exporting reports in Acrobat format
      4.  
        Troubleshooting OData errors
    14.  
      Troubleshooting Privileged Delete failures

Item Prefetch Cache configuration options

Use these settings to configure the Discovery Accelerator prefetch cache mechanism. This mechanism retrieves and caches items from the vault store during a scheduled window every night, instead of retrieving each item when the user chooses to review it. The cache therefore helps to speed up the rendering of items in the Review pane. You can specify the size, location, and other characteristics of the cache.

To optimize performance in an environment where you review items very intensively, we recommend the following:

  • Use the fastest storage available and set aside a full partition so that there is no competition for I/O.

  • Set the maximum size within the cache to match the partition size.

  • Set the cache to 365 days before expiry.

  • Set the cache to retrieve the full items with HTML and MSG. If you do not need to export the items, you can choose to retrieve the items with HTML only.

The Item Prefetch Cache options are the more commonly used cache options. You can also set the Item Prefetch Cache (Advanced) options.

Cache enabled

Specifies whether to enable or disable the prefetch cache. By default, Discovery Accelerator disables the cache. Therefore, prefetching does not occur and the cache is not used for item retrieval, even if there are items in the cache. Only enable the cache for a Discovery Accelerator database in which you actively review items or where you connect to slow storage for export runs.

We recommend that you do not enable the prefetch cache in any databases that you use primarily for legal hold searches. This generates a lot of unnecessary network traffic and consumes storage space.

Note that the cache is either enabled or disabled for an entire database.

Cache location

Specifies the local path or network share path to the folder in which to store the cache. Within this folder, Discovery Accelerator stores the prefetched files in a subfolder that is called AcceleratorPrefetch_CustomerId.

Note the following:

  • We recommend that you specify a local path, where possible. If you must specify a network share path, always use the UNC path rather than a mapped drive.

  • The folder must already exist; Discovery Accelerator does not create it.

  • In a hosting environment, multiple customers must not share the same folder.

Cache maximum item age (days)

Specifies the number of days for which items can remain in the cache before Discovery Accelerator automatically deletes them. The item age is based on the creation time of the file in the cache, and not the time that Discovery Accelerator captured the item or the time that the item was originally sent. The default age is 5 days.

Discovery Accelerator may remove an item from the cache earlier than the maximum item age if the cache becomes full.

Cache maximum size (Mbytes)

Specifies the maximum size of the cache in megabytes (MB). The default is 1000 MB. The larger the value of the "Cache maximum item age (days)" setting, the higher the cache maximum size must be to accommodate the items.

End prefetching time of day (server local time)

Specifies the time of day at which Discovery Accelerator stops prefetching items. The default is 05:00 A.M. Use this setting with "Start prefetching time of day" to determine the hours of the day that prefetching is active. Configuring a period during which caching does not occur lets you undertake other maintenance activities during this period, such as performing Enterprise Vault backups.

To make prefetching active at all times, set this option and "Start prefetching time of day" to the same time.

Start prefetching time of day (server local time)

Specifies the time of day at which Discovery Accelerator starts to prefetch items. The default is 20:00 P.M. Use this setting with "End prefetching time of day" to determine the hours of the day that prefetching is active. Configuring a period during which caching does not occur lets you undertake other maintenance activities during this period, such as performing Enterprise Vault backups.

To make prefetching active at all times, set this option and "End prefetching time of day" to the same time.