Important Update: Cohesity Products Documentation
All Cohesity product documentation are now managed via the Cohesity Docs Portal: https://docs.cohesity.com/HomePage/Content/home.htm. Some documentation available here may not reflect the latest information or may no longer be accessible.
Arctera™ eDiscovery Help
- About Arctera eDiscovery
- Getting started with Arctera eDiscovery
- Arctera eDiscovery roles
- Managing investigations
- About Investigations
- About Targeted Collections
- Adding targeted collection for Microsoft Teams
- Adding targeted collection for OneDrive for Business
- Adding targeted collection for Exchange Online
- Adding targeted collection for Enterprise Vault
- Adding targeted collection for data import
- Adding targeted Collection for Google Workspace
- Managing Arctera Capture collectors from Arctera eDiscovery
- Sending collected data to cases
- About Analytics Dashboard
- About Managed Accounts
- About Searches in investigation
- About Hit Highlighting
- Working with searched emails
- Working with searched collaboration messages
- Searching collaboration messages during investigation
- Applying tags, legal hold tags and retention tags to collaboration messages
- Applying labels to collaboration messages
- Printing MS Teams messages to PDF during investigation
- Exporting collaboration messages
- Exporting a search summary report for collaboration messages
- Working with searched files
- Working with Advanced ECA searches
- Creating an Advanced ECA search
- Updating an Advanced ECA search
- Filtering an Advanced ECA search
- Applying tags to the Advanced ECA search items
- Applying labels to the Advanced ECA search items
- Exporting the Advanced ECA search items
- Exporting an Advanced ECA search summary report
- Reassigning emails from the Advanced ECA search
- Printing the selected Advanced ECA searched items
- Deleting an Advanced ECA search
- Creating archive sets during investigation
- About Mail Reassignment
- About Labels
- About legal holds
- About Tags
- About search log
- About transcription of media attachments
- Managing cases
- About cases
- About case workflow summary: eDiscovery Administrator
- Creating case review statuses
- Creating cases
- Adding parent tags and their child tags
- Applying tags to the searched items in cases
- Removing tags of the searched items in cases
- Viewing case details
- Editing cases
- About searches in eDiscovery
- About AI-Enabled Cases
- Managing case documents
- Managing redaction reasons
- Managing reviews
- About reviewing cases
- Reviewing emails
- Accessing emails for review
- Searching for the exact Arctera Surveillance item for review
- Applying tags to emails
- Exporting emails
- Exporting a search summary report for emails
- Adding notes to emails
- Applying review status to emails
- Viewing audit history of emails
- Printing emails
- Restoring emails
- Forwarding emails
- Reviewing collaboration messages
- Accessing collaboration messages for review
- Applying tags to collaboration messages
- Applying legal hold to collaboration messages
- Applying and removing review status to collaboration message
- Exporting collaboration messages
- Exporting a search summary report for collaboration messages
- Adding notes to collaborative messages
- Viewing audit history of collaboration messages
- Printing MS Teams messages to PDF during eDiscovery
- Reviewing files
- Annotating and redacting email and file content in native viewer
- Managing production sets
- Annotating and redacting content in native viewer
- Managing exports
- Collaborative reports
- Arctera eDiscovery alerts
- Email Continuity
- Methods for searching cases and accounts
- Performing Advanced Search and Query Search
- Search syntax for Advanced Search
- About stop words and special characters
- About Hit-highlighting and navigating to searched terms
- Phrase searches
- Boolean operator searches
- Wildcard searches
- Proximity searches
- Double-byte character set searches
- About enhanced searches in Japanese
- Searchable attachment types
- Search examples and tips
- Methods for searching tables and reports
- Arctera eDiscovery Frequently Asked Questions
- Best practices, limitations, and known issues
About the title bar options
The title bar contains the following icons:
: You can use this icon to access (navigate to) the Arctera Management Console, the Arctera Personal Archive portal, and the Arctera Surveillance portal.
The option provides administrators with access to the Arctera Management Console. The Arctera Management Console appears in a new web browser tab. It enables administrators to configure archive settings and to assign roles, including the roles that control the access to Arctera eDiscovery. Role assignment is only available to System Administrators or to Role Managers with the required permissions.
The option provides administrators with access to the Arctera Personal Archive console.
The option provides administrators with access to the Arctera Surveillance console.
See About account roles and Arctera eDiscovery.
For reviewers and users with the Account role, the Administration option displays options to change your password and personal time zone.
: You can use this icon to access user help documentation of Arctera eDiscovery.
: You can use this icon to view the alerts, statistics, time zone, and change password options. These options varies with your role. You can log off your on-going session by selecting the log off option.
The option allows administrators and reviewers to quickly and easily create alerts. Alerts are a helpful tool for administrators and reviewers, as they help monitor your company's email usage.
See Creating an alert.
The option provides administrators with archive statistics. The statistics available from this tab include Number of active accounts, Top policy alerts trending, Number of emails received, and Average mailbox size. This option is not available for a reviewer or account users.
The option allows reviewers and account users to select the appropriate time zone for them.
The option lets you to log off securely from the current session of Arctera eDiscovery.