Arctera™ Insight eDiscovery Help

To create a case

1. On the eDiscovery tab, click Cases.
2. Click Add Case.

   The Add New Case dialog box appears.

3. Under Case Status, specify the following details:

   Case Status	Select the Active option.
   Legal Hold	By default, this option is set to OFF. Switch this field to ON or OFF to toggle the options whether to apply a case-level legal hold to case items.
   Number of custodians	Displays number of custodians associated with the case.
   Number of Items	Displays the total count of items associated with the custodians selected for the case. Note: Items collected during the investigation may include items associated with custodians who are not part of the case. Thus, if not all custodians associated with the case are selected, the item count may differ.
   Expiration Date	Displays case expiration date.
   Number of Items on Legal Hold	Displays number of items in a case that are on legal hold.

4. Under Case Details, specify the following details:

   Apply Legal Hold	Click Yes to toggle the option between Yes and No. The Yes option applies a case-level legal hold to items, and is the default value. Note: This option keeps all items for the case on legal hold until the administrator removes the legal hold.
   Name	Enter a unique name for the case.
   Description	Optionally enter a description for the case.
   Expiration date	Select Never Expires, or enter an expiration date for the case. After the expiration date a case's status changes to inactive. An inactive case becomes read-only for reviewers, but all its associated data and any hold remains intact. The eDiscovery Administrator can revert an inactive case back to active status.
   Filing date	Specify the case filing date.
   Case Type	Specify the type of case.
   Department	Provide the department details.
   Matter Number	Provide the matter number.
   Court/Docket	Provide the court and docket number.
   Additional Staff Members	Provide the additional staff member names involved in the case.
   Case Notes	Provide a note for a case, if required.

5. Under Custodians for Case, do one of the following:

   • Select All Custodians to include all the archive accounts as accounts that may be searched for this case.

     Note:

     If under Case Status, the Legal Hold option is set to ON, and under Custodians for Case, you select the All Custodians option, the application displays the following message:

     This alert message recommends you to select specific custodians instead of all custodians to avoid performance issues. However, if you are sure about selecting the All Custodians option, click Yes. Else, click No and select the Select Custodians option.

     When you select the All Custodians option, the Add Custodians option remains disabled.

   • Select Select Custodians to choose the archive accounts that you want to include for search. The Add Custodians option gets enabled. Click Add Custodians and select the required custodians, then click Save. The Add/Remove Custodians dialog box appears.

     • (Optional) Select Search Between Custodians at the bottom of the pop-up to retrieve emails exchanged exclusively among the selected custodians. For details, See Searching emails exchanged among specific custodians.

     • Expand the Manage Custodians to search and select the available custodians across the pages and click Update.

     • Expand the Selected Custodians to view your selection. To remove the selected custodian, click the Delete icon beside it and then click Update.

6. Under Reviewers for Case, click Add Reviewers and do the following as required:
   

   • On the Account(s) tab, select one or more individual reviewers for the case, and then click Save.

     

   • On the Active Directory Group(s) tab, select one or more AD groups for the case. To view group members, click Download next to the group name and review the downloaded file containing the members' display names. Then click Save.

     

   The assigned Accounts and AD Groups are displayed on the case details page as shown in the sample image below.

   

   Note:

   The assigned AD Groups appear as reviewers at the following spaces on the eDiscovery tab:

   • Select the Reviewers node and search for newly added AD Group(s).

   • Select the case > Case Documents > Create Review Set. The system lists case-specific reviewers, where you are required to assign a review share percentage to each reviewer.

   • Select the case > Case History.

7. Under Customizations, select the review statuses that need be available to the reviewers when they review each message.

   Under Set Review Status to, do any of the following:

   • Select Default and click View to use the default list of review statuses in their default order.

   • Select Custom and click Choose Review Status Tags to choose which review statuses are to be used with this case.

8. Under Redaction Reasons, select the redaction reasons that need to be available to the reviewers when they review each message.

   Under Set Redaction Reasons to, do any of the following:

   • Select Default and click View to preview the by default selected redaction reasons.

   • Select Custom and click Choose Redaction Reasons Status to choose the redaction reasons to be used with this case. Then, click View to preview the selected redaction reasons.

9. Under Case Tags, add parent tags and their child tags.

   Before you add parent tags and their child tags, See Adding parent tags and their child tags.

   By default, it is set to None.

   Select Custom > Customize Case Tags to add a case-specific tags.

   Click New Case Tag to create a new parent tag. Provide a unique tag name and comments for this parent tag.

   If required, add child tags, and click Done.

   Note:

   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.

   The New Case Tag functionality lets you create multiple tags simultaneously. While applying tags to the searched items, you can select multiple tags.

10. Under AI Features, do the following:
    

    Note:

    The AI Features section appears on the Add New Case page only when AI capabilities are enabled at the group level. To enable this option, contact your system administrator or Arctera Support.

    Status	Use this switch to enable or disable AI-enabled case creation. By default, this option is set to OFF. Switch this field to ON to enable AI-enabled case creation, or to OFF to disable the feature.
    Choose Content Sources	Emails is selected by default as the content source for AI-enabled case creation. Other content sources, such as Email Attachments, Files, and Collaboration Messages, are not included in AI-enabled case creation at this time.
    Choose AI Capabilities	The following capabilities are enabled by default: Noise Detection Sentiment Analysis Language Detection Topic Mining
    Topics	Enter a topic and press ENTER. Alternatively, select one or more topics from the Suggested Topics list.

11. Click Save Case to create the case with your selected options.