Arctera™ Insight eDiscovery Help

Last Published:
Product(s): Veritas Alta Archiving (1.0), Veritas Alta eDiscovery (1.0)
  1. About Arctera Insight eDiscovery
    1.  
      Introducing Arctera Insight eDiscovery
    2.  
      Insight eDiscovery key features
    3.  
      Insight eDiscovery term definitions
  2. Getting started with Insight eDiscovery
    1.  
      What's new in this release
    2.  
      Signing in to Insight eDiscovery
    3.  
      Logging off from Insight eDiscovery
    4.  
      Resetting a forgotten password
    5. About the Insight eDiscovery user interface
      1. About the left navigation pane
        1.  
          Investigations tab
        2.  
          eDiscovery tab
      2.  
        About the title bar options
      3.  
        About the search bar
      4.  
        About the bottom navigation bar
      5.  
        About the Details pane
    6.  
      Accessing your own archived emails
  3. Insight eDiscovery roles
    1.  
      About account roles and Insight eDiscovery
    2.  
      Account role
    3.  
      Reviewer role
    4.  
      Administrator role
    5. Assigning account roles
      1.  
        Assigning the Reviewer role to an account
      2.  
        Assigning the Administrator role to an account
  4. Managing investigations
    1.  
      About Investigations
    2. About Targeted Collections
      1.  
        Adding targeted collection for Microsoft Teams
      2.  
        Adding targeted collection for OneDrive for Business
      3.  
        Adding targeted collection for Exchange Online
      4.  
        Adding targeted collection for Enterprise Vault
      5.  
        Adding targeted collection for data import
      6.  
        Managing Insight Capture collectors from Insight eDiscovery
      7.  
        Sending collected data to cases
    3. About Analytics Dashboard
      1.  
        Performing query searches using Analytics Dashboard
    4.  
      About Managed Accounts
    5. About Searches in investigation
      1.  
        Creating a new search
      2.  
        Saving searches as on-going and standard searches
      3.  
        Viewing previously executed but unsaved searches during an investigation
      4. Updating on-going and standard searches
        1.  
          Updating on-going and standard searches from Mailbox
        2.  
          Updating an on-going or a standard search from Managed Accounts
      5.  
        Exporting a summary report of searched items
      6.  
        Deleting searches
    6.  
      About Hit Highlighting
    7. Working with searched emails
      1.  
        Applying tags and legal hold to emails
      2.  
        Applying labels to emails
      3.  
        Exporting searched emails
      4.  
        Exporting a search summary report for emails
      5.  
        Reassigning emails
      6.  
        Hiding and unhiding emails
      7.  
        Deleting emails permanently
    8. Working with searched collaboration messages
      1.  
        Searching collaboration messages during investigation
      2.  
        Applying tags and legal hold to collaboration messages
      3.  
        Applying labels to collaboration messages
      4.  
        Printing MS Teams messages to PDF during investigation
      5.  
        Exporting collaboration messages
      6.  
        Exporting a search summary report for collaboration messages
    9. Working with searched files
      1.  
        Working with Audio-Video files
      2.  
        Applying tags and legal hold to files
      3.  
        Applying labels to files
      4.  
        Exporting searched files
      5.  
        Exporting a search summary report for files
    10. Working with Advanced ECA searches
      1.  
        Creating an Advanced ECA search
      2.  
        Updating an Advanced ECA search
      3.  
        Filtering an Advanced ECA search
      4. Applying tags to the Advanced ECA search items
        1.  
          Applying tags to emails in Advanced ECA search
        2.  
          Applying tags to collaboration messages in Advanced ECA search
        3.  
          Applying tags to files in Advanced ECA search
      5. Applying labels to the Advanced ECA search items
        1.  
          Applying labels to emails in Advanced ECA search
        2.  
          Applying labels to collaboration messages in Advanced ECA search
        3.  
          Applying labels to files in Advanced ECA search
      6. Exporting the Advanced ECA search items
        1.  
          Exporting emails from Advanced ECA search
        2.  
          Exporting collaboration messages from Advanced ECA search
        3.  
          Exporting files from Advanced ECA search
      7. Exporting an Advanced ECA search summary report
        1.  
          Exporting a search summary report for emails
        2.  
          Exporting summary report for collaboration messages
        3.  
          Exporting summary report for files
      8.  
        Reassigning emails from the Advanced ECA search
      9.  
        Printing the selected Advanced ECA searched items
      10.  
        Deleting an Advanced ECA search
    11.  
      Creating archive sets during investigation
    12. About Mail Reassignment
      1.  
        Reassigning emails
      2.  
        Viewing email reassignment status
      3.  
        Canceling the email reassignment activity
      4.  
        Generating a Mail Reassignment status report
      5.  
        Viewing mail reassignment notifications and status reports
    13. About labels
      1.  
        Creating a label
    14. About legal holds
      1.  
        Viewing the Legal Hold status of items
      2.  
        Viewing legally hold items
    15. About Tags
      1.  
        Updating tags
      2.  
        Removing items from tags
      3.  
        Deleting tags
    16. About search log
      1.  
        Viewing and exporting search log report
    17. About transcription of media attachments
      1.  
        Viewing transcription of media attachments
  5. Managing cases
    1.  
      About cases
    2.  
      About case workflow summary: eDiscovery Administrator
    3.  
      Creating case review statuses
    4.  
      Creating cases
    5.  
      Adding parent tags and their child tags
    6.  
      Applying tags to the searched items in cases
    7.  
      Removing tags of the searched items in cases
    8.  
      Viewing case details
    9.  
      Editing cases
    10. About searches in eDiscovery
      1.  
        Performing searches within cases
      2.  
        Saving searches in Review sets and Research sets
      3.  
        Viewing previously executed but unsaved searches a case review
      4.  
        Modifying saved searches of cases
      5.  
        Applying a search-level legal hold
      6.  
        Assigning review sets to reviewers
      7.  
        Generating a search summary report
  6. Managing case documents
    1.  
      Understanding document sets in cases
    2.  
      Moving case documents to production sets
    3. Understanding Archive Search
      1.  
        About Archive Searches
      2.  
        Creating research sets and archive sets
  7. Managing redaction reasons
    1.  
      About redaction reasons
    2.  
      Adding redaction reasons
    3.  
      Editing redaction reasons
    4.  
      Deleting redaction reasons
  8. Managing reviews
    1.  
      About reviewing cases
    2. Reviewing emails
      1.  
        Accessing emails for review
      2.  
        Searching for the exact Insight Surveillance item for review
      3.  
        Applying tags to emails
      4.  
        Exporting emails
      5.  
        Exporting a search summary report for emails
      6.  
        Adding notes to emails
      7.  
        Applying review status to emails
      8.  
        Viewing audit history of emails
      9.  
        Printing emails
      10.  
        Restoring emails
      11.  
        Forwarding emails
    3. Reviewing collaboration messages
      1.  
        Accessing collaboration messages for review
      2.  
        Applying tags to collaboration messages
      3.  
        Applying legal hold to collaboration messages
      4.  
        Applying and removing review status to collaboration message
      5.  
        Exporting collaboration messages
      6.  
        Exporting a search summary report for collaboration messages
      7.  
        Adding notes to collaborative messages
      8.  
        Viewing audit history of collaboration messages
      9.  
        Printing MS Teams messages to PDF during eDiscovery
    4. Reviewing files
      1.  
        Accessing files for review
      2.  
        Applying tags to Files
      3.  
        Applying or removing legal hold to files
      4.  
        Applying and removing review status to files
      5.  
        Exporting files
      6.  
        Exporting a search summary report for files
      7.  
        Adding notes to files
      8.  
        Viewing audit history of files
      9.  
        Downloading files
    5.  
      Annotating and redacting email and file content in native viewer
  9. Managing production sets
    1.  
      About Production Sets
    2.  
      Moving items to production sets
    3.  
      Removing items from a production set
    4.  
      Locking and unlocking production sets
    5.  
      Configuring production set export options
    6. Exporting production sets
      1.  
        Exporting an individual production set for emails, collaboration messages, or files
      2.  
        Exporting a collective production set for emails, collaboration messages, and files
  10. Annotating and redacting content in native viewer
    1.  
      About annotations and redactions
    2.  
      Native viewer capabilities
    3.  
      Understanding the native viewer interface
    4.  
      Annotating email and file content
    5.  
      Redacting email and file content
    6.  
      Printing the annotated and redacted document
    7.  
      Downloading the annotated and redacted document
  11. Managing exports
    1.  
      About exports
    2.  
      Performing exports in Investigation and eDiscovery
    3.  
      Viewing export details of native documents
    4.  
      Viewing export details of production sets
    5.  
      Resubmitting failed export items
    6.  
      Option to maintain folder structure in the export
    7.  
      Canceling Export Batch
    8.  
      Email export FAQ
  12. Collaborative reports
    1.  
      About collaborative eDiscovery reporting
    2.  
      Report by email: Audit trail
    3.  
      Report by Case: Case History
    4.  
      Report by Case: Case Summary
    5.  
      Report by Archive: eDiscovery dashboard
  13. Insight eDiscovery alerts
    1.  
      Creating an alert
  14. Email Continuity
    1.  
      Managing Email Continuity
    2.  
      Viewing Continuity emails
  15. Methods for searching cases and accounts
    1.  
      Performing Advanced Search and Query Search
    2.  
      Search syntax for Advanced Search
    3.  
      About stop words and special characters
    4.  
      About Hit-highlighting and navigating to searched terms
    5.  
      Phrase searches
    6. Boolean operator searches
      1.  
        AND operator search
      2.  
        OR operator search
      3.  
        NOT operator search
      4.  
        About using multiple Boolean operators
      5.  
        About using Boolean operators with phrase searches
      6.  
        About Boolean operators and special characters
    7.  
      Wildcard searches
    8.  
      Proximity searches
    9.  
      Double-byte character set searches
    10.  
      About enhanced searches in Japanese
    11.  
      Searchable attachment types
    12.  
      Search examples and tips
  16. Methods for searching tables and reports
    1.  
      About Quick Search and Criteria Search
    2.  
      Searching tables, lists, and reports
  17. Insight eDiscovery Frequently Asked Questions
    1.  
      Frequently Asked Questions
  18. Best practices, limitations, and known issues
    1.  
      Best practices and limitations with Insight eDiscovery
    2.  
      Known issues with Insight eDiscovery
  19. Insight eDiscovery updates in previous releases
    1.  
      About the Insight eDiscovery updates in previous releases

Adding parent tags and their child tags

Adding case tags to individual cases helps you categorize, organize, and analyze them during the review process. You can customize new parent and child tags.

Under the parent tag, you can add a maximum of 10 child tags up to three levels in the hierarchy. Adding tags with same names under different parent is permitted. However, you cannot save a new tag with a duplicate name in the same window; you must save other identical tags individually first.

To add new parent tags and their child tags

  1. On the eDiscovery tab, click Cases.
  2. Click Add Case.
  3. In the Add New Case dialog box, under Case Tags, specify the following:

    None

    By default, the None option is selected during creating a case, indicating no tag applied to the case.

    Select this option if you do not want to add parent and child tags to the case.

    Custom

    Select this option to customize new parent and child tags for the case. Upon selecting this option, the Customize Case Tags option appears. Click this option to open the New Case Tag dialog box.

    View

    While editing the case, click this option to view the previously applied tags.

    This option remains disabled if you are creating a new case.

  4. In the New Case Tag dialog box, specify the following:

    Tag Name

    Enter a unique tag name, limited to a maximum of 50 characters.

    Comments

    Enter a description or comment to the parent tag to clarify its role.

    Child Tag Selection Required

    Select this check box to enforce including at least one of its child tags when applying this parent tag to a case.

    Add Child > Tag Name

    Enter a unique child tag name, limited to a maximum of 50 characters.

    Add Child > Comments

    Enter a description or comment to the child tag to clarify its role.

    Children > Comments

    Displays the child tags (a maximum of 10 child tags) added under this parent tag.

  5. Click Done.

    Apply this parent tag and its child tags to cases as needed as shown in the sample image below. See Applying tags to the searched items in cases.

    Note:

    Before applying tags to the review items, it is essential to understand the following facts:

    While creating a parent tag, if you have not selected the Child Tag Selection Required option, you can apply the parent tag to selected items from cases with or without selecting its child tag.

    While creating a parent tag, if you have selected the Child Tag Selection Required option, you cannot apply that tag to selected items from cases without selecting at least one child tag.

    The Info icon appears alongside for easy identification of such parent tags.

    If you attempt to apply such parent tags without selecting a child tag, an Error icon appears next to the parent tag, instructing you to select at least one child tag.

    If you attempt to remove preselected child tags, a Caution icon appears, indicating you cannot remove them.

    Therefore, before applying such parent tags, ensure that you have selected at least one child tag of that parent.