Enterprise Vault.cloud™ Advanced eDiscovery User Guide
- About Enterprise Vault Advanced eDiscovery
- Getting started with Advanced eDiscovery
- Advanced eDiscovery roles
- Investigations
- About Investigations
- About the Managed Accounts node
- Creating a label
- Performing a new search of accounts (Investigations tab)
- Saving a search of accounts (Investigations tab)
- Viewing or modifying a saved search (Investigations tab)
- Generating and exporting printable reports for searches (Investigations tab)
- Deleting saved searches (Investigations tab)
- Working with emails in the Investigations tab
- Hiding and unhiding emails
- Deleting emails permanently
- About the Mail Reassignment node
- Reassigning emails
- Viewing email reassignment status
- Canceling the email reassignment activity
- Generating a Mail Reassignment status report
- Sending notifications to the mail reassignment batch initiator
- About Collaboration
- Searching Collaboration messages during investigation
- Applying tags to Collaboration messages during investigation
- Case management
- About Targeted Collections
- Configuring Targeted Collection for Microsoft Teams
- About cases in the E-Discovery tab
- Case workflow summary: Discovery Administrator
- Customizing the case review status tags
- Creating a case
- Viewing the details of a case
- Editing a case
- Performing a new search of a case
- Saving a search of a case
- Viewing and modifying a saved search of a case
- Applying a search-level legal hold
- Assigning Research Sets to reviewers
- Generating printable reports for searches
- Searching and tagging Collaboration messages in E-Discovery
- Reviewing and working with emails in eDiscovery
- Email export
- Collaborative reports
- Advanced eDiscovery alerts
- Email Continuity
- Methods for searching cases and accounts
- Methods for searching tables and reports
- Advanced eDiscovery Frequently Asked Questions
- Best practices, limitations, and known issues
- Advanced eDiscovery updates in previous releases
Searching tables, lists, and reports
Quick Search provides a fast way to search tables and reports in Advanced eDiscovery. For some of the more complex tables and reports Criteria Search is also available. Criteria Search enables you to search within specific table columns.
Note:
Quick Search and Criteria Search do not support phrase search, Boolean operators, proximity search, or wildcard search. Searches are not case-sensitive.
To search tables, lists, and reports
- In Advanced eDiscovery browse to the page that contains the table, list or report that you want to search.
The following figure shows an example of the Quick Search interface, in this case in the Case List node on the E-Discovery tab:
If a Criteria Search is available in addition to the Quick Search, an Expand icon is present at the end of Search box, as shown here on the Reviewers node:
To perform a Quick Search, enter a search term in the Search box. Note the following:
In most cases the search begins as soon as you enter the text.
The search is performed on the most significant column of the table, such as the email address, the case name, the user, the export name, the search criteria, or the after value.
Search terms can consist of complete or partial words. Quick Search does not support phrase search, Boolean operators, proximity search, or wildcard search.
Searches are not case-sensitive.
- To perform a Criteria Search, click the Expand icon at the end of the Quick Search box The Criteria Search options are displayed.
On pages that support Criteria Search you can perform a search on specific table criteria. Criteria Search is available on the following pages:
Investigations tab > Managed Accounts > Accounts
E-Discovery tab > Administration > Reviewers
E-Discovery tab > Cases > Case Name > Case History
Alerts tab > Policy Alert
The following figure shows an example of the Criteria Search interface. The search fields vary, depending on the table or report.
Enter your search terms in one or more of the search boxes. Search terms can consist of complete and partial words. Searches are not case-sensitive. Phrase search, Boolean operators, proximity search, and wildcard search are not supported.
Advanced eDiscovery returns the search results as you enter the criteria. As you add more criteria the search is filtered on those criteria.