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How To Perform Discovery Searches and Add Results to a Case

Article: 100050113
Last Published: 2023-04-28
Ratings: 1 0
Product(s): Alta SaaS Protection

Description

 
This article will walk through the process of performing a search using the Discovery feature and adding the result set to a Case.  This requires elevated access to the Admin portal.  
 
These steps will only work when the Case already exists.  For information on how to create a Case, refer to the article:  https://www.veritas.com/content/support/en_US/article.100050112

Step 1 -- Navigate to Discovery 

From the Veritas Alta SaaS Protection Admin Portal, select the Discovery tab, and then click the ' Perform ad hoc search' button.

 

Step 2 -- Enter Search Scope and Filter Criteria

On the search page, the ' Scope' needs to be defined.  By default, Veritas Alta SaaS Protection's search spans across multiple Stors and Stor Sites searching all data in the tenant.  For large enterprise deployments leveraging multiple Stor Sites, this is a particularly powerful feature as it allows central search across datacenter regions. If you wish to refine the scope of your search, select the scope drop-down and choose the particular Stor Sites and/or Stors to search against. 
 
 
 
 
 
Next, choose the different options available to meet the search criteria required. Note that the ' Field' options will differ based on the type of Stor chosen in the Scope. 
 
 
 

Step 3 -- Run the Search

With the scope and filtering options selected, the search is ready to execute.  Simply click the ' Run Search' button.
 
While the search is running, the screen will appear as such:
 

Step 4 -- Add Search to Case

Once the search results have populated, they can be added to a case by clicking the ' Add to Case' button.

 
The dialog prompt below opens. Enter a name for the search which will appear in the case's search history list, then choose the case from the drop-down.   
 
Note: In the dialog box, the top bullet point is the default. However, if the case was created to suppress legal hold, that point will disappear once the case is selected from the drop-down.  
 
 
Click the ' Add' button.  This will now provoke a background process to begin adding the results to the case.  To monitor this, click on the ' Cases' tab.  From there, the list of Cases is displayed.  When the process is complete, the ' Case state' column will show as ' Ready for export'.  The ' Unique item versions' column indicates how many items were added to the case and is cumulative if there were multiple search results added to the same case. 
 

 

 
 

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