Veritas Enterprise Vault™ Discovery Accelerator Administrator's Guide

Last Published:
Product(s): Enterprise Vault (12.1)
Platform: Windows Server
  1. Introducing Discovery Accelerator
    1.  
      Key features of Discovery Accelerator
    2.  
      About the Discovery Accelerator components
    3.  
      The Discovery Accelerator process
    4.  
      About the deduplication feature in Discovery Accelerator
    5. Product documentation
      1.  
        White papers on the Veritas Support website
      2.  
        Discovery Accelerator training modules
  2. Introducing the Discovery Accelerator client
    1.  
      About the Discovery Accelerator client
    2.  
      Opening the Discovery Accelerator client
    3.  
      Finding your way around the Discovery Accelerator client
  3. Setting up and assigning roles
    1.  
      About the predefined Discovery Accelerator roles
    2. About the Discovery Accelerator permissions
      1.  
        About the facility to allow or deny permissions
    3.  
      Creating Discovery Accelerator roles
    4.  
      Editing the properties of Discovery Accelerator roles
    5.  
      Assigning Discovery Accelerator roles to users
    6.  
      Deleting Discovery Accelerator roles
  4. Working with cases
    1.  
      About Discovery Accelerator cases
    2.  
      Opening new Discovery Accelerator cases
    3.  
      Checking the progress of Discovery Accelerator cases
    4. Implementing analytics in Discovery Accelerator cases
      1.  
        Enabling a Discovery Accelerator case for analytics
      2.  
        Monitoring the progress of analytics data collection
      3.  
        Pausing and resuming analytics on a Discovery Accelerator case
      4.  
        Speeding up analytics data collection in low-bandwidth environments
      5.  
        Disabling analytics on a Discovery Accelerator case
    5.  
      Deleting Discovery Accelerator cases
  5. Setting up review marks and tags
    1.  
      About review marks
    2.  
      Creating review marks
    3.  
      How retained marks work
    4.  
      Editing review marks
    5.  
      Customizing the review marks that are associated with individual cases
    6.  
      Creating tags
    7. Creating tag groups
      1.  
        Creating a single-choice tag group
      2.  
        Creating a multiple-choice tag group
  6. Using rules to mark and tag items automatically
    1.  
      About analytics rules
    2. Creating analytics rules
      1.  
        About the search attributes
      2. About the operators
        1.  
          Guidelines on using the NEAR operator condition in Discovery Accelerator rules
      3.  
        About SQL Server stopwords
    3.  
      Overriding manual categorization
    4.  
      Editing analytics rules
    5.  
      Changing the priority levels of marking rules
    6.  
      About tagging rules
    7. Manually editing queries in analytics rule definition language (RDL)
      1.  
        Using parentheses to set Boolean precedence in analytics RDL
      2.  
        Using stemming in analytics RDL
      3.  
        Specifying custodian and target values in analytics RDL
    8.  
      Deleting analytics rules
  7. Using Custodian Manager
    1.  
      About Custodian Manager
    2.  
      Guidelines on using Custodian Manager
    3.  
      Setting up custodians
    4.  
      Setting up custodian groups
    5.  
      Setting up custom custodian attributes
    6.  
      Setting the primary custodian attribute
    7.  
      Specifying the user account under which to synchronize custodians
    8.  
      Synchronizing with entire Active Directory domains and Domino servers
    9.  
      Setting the configuration options for Custodian Manager
  8. Searching for items
    1.  
      About searching with Discovery Accelerator
    2.  
      Creating and running Discovery Accelerator searches
    3.  
      About the search criteria options
    4.  
      Guidelines on conducting effective searches
    5.  
      Pausing and resuming Discovery Accelerator searches
    6.  
      About the Monitor Searches tab
    7.  
      Selecting the archives in which to search
    8.  
      Specifying the details of custom search attributes
    9. Defining email targets with Address Manager
      1.  
        Setting up targets
      2.  
        Adding targets to target groups
    10. Building Discovery Accelerator search schedules
      1.  
        Setting up new search schedules
      2.  
        Examples of recurring search schedules
  9. Manually reviewing items
    1.  
      About reviewing with Discovery Accelerator
    2.  
      About the Review pane
    3.  
      Filtering the items in the Review pane
    4. Searching within the review set
      1.  
        Conducting quick searches
      2.  
        Conducting advanced searches
    5.  
      Finding all items in the same conversation
    6.  
      Assigning review marks and tags to items
    7.  
      Adding comments to items
    8.  
      Viewing the history of items
    9.  
      Displaying printable versions of items
    10.  
      Downloading the original versions of items
    11.  
      Copying the item list to the Clipboard
    12.  
      Changing how the Review pane looks
    13.  
      Setting your Review pane preferences
  10. Working with research folders
    1.  
      About research folders
    2.  
      Creating research folders
    3.  
      Copying items to research folders
    4.  
      Reviewing the items in research folders
    5.  
      Exporting items from research folders
    6.  
      Giving other users access to your research folders
    7.  
      Converting research folders into cases
  11. Exporting and producing items
    1.  
      About exporting and producing items
    2.  
      How exporting differs from producing
    3.  
      Performing an export or production run
    4.  
      About the limits on the number of simultaneous export and production runs
    5.  
      Identifying the archives that contain duplicates of a specific item
    6.  
      How to optimize export and production runs
    7.  
      Making the export IDs or Bates numbers visible in Microsoft Outlook
  12. Creating and viewing reports
    1.  
      About the Discovery Accelerator reports
    2.  
      Creating Discovery Accelerator reports
    3. Available Discovery Accelerator reports
      1.  
        Archive Source report
      2.  
        Case History report
      3.  
        Export Run Duplicates report
      4.  
        Item Detail report
      5.  
        Legal Holds report
      6.  
        Production Run report
      7.  
        Production Run Duplicates report
      8.  
        Productions report
      9.  
        Searches report
      10.  
        Security report
    4.  
      Viewing existing reports
    5.  
      Deleting reports
    6. About viewing Discovery Accelerator datasets using the OData web service
      1.  
        Available Discovery Accelerator datasets
      2.  
        Accessing the Discovery Accelerator datasets
      3.  
        Using the OData service with Microsoft Excel
      4.  
        Using the OData service with Microsoft SQL Server Reporting Services (SSRS)
  13. Appendix A. Customizing Discovery Accelerator
    1. Setting Discovery Accelerator system configuration options
      1.  
        Ad Hoc Searches configuration options
      2.  
        Analytics Conversation Analysis configuration options
      3.  
        Analytics Data Collection configuration options
      4.  
        API configuration options
      5.  
        Auditing configuration options
      6.  
        Diagnostics configuration options
      7.  
        Document Conversion configuration options
      8.  
        Export/production configuration options
      9.  
        General configuration options
      10.  
        Home Page configuration options
      11.  
        Item Prefetch Cache configuration options
      12.  
        Item Prefetch Cache (Advanced) configuration options
      13.  
        Legal Hold configuration options
      14.  
        Policy Integration configuration options
      15.  
        Profile Synchronization configuration options
      16.  
        Reporting configuration options
      17.  
        Reviewing configuration options
      18.  
        Search configuration options
      19.  
        Security configuration options
      20.  
        System configuration options
      21.  
        Vault Directory Synchronization configuration options
    2.  
      Customizing the columns in the Review pane
  14. Appendix B. Importing configuration data from an XML file
    1.  
      About importing configuration data
    2.  
      Sample XML files
    3.  
      Format of the Dataload.xml file
    4.  
      Format of the dataload XML file for Custodian Manager
    5.  
      Importing the configuration data
    6. About the ImportExport command
      1.  
        ImportExport syntax
      2.  
        Examples of ImportExport commands
  15. Appendix C. Enterprise Vault properties for use in Discovery Accelerator searches
    1.  
      About the Enterprise Vault search properties
    2.  
      System properties
    3.  
      Custom Enterprise Vault properties
    4.  
      Custom Enterprise Vault properties for File System Archiving items
    5.  
      Custom Enterprise Vault properties for SharePoint items
    6.  
      Custom Enterprise Vault properties for Compliance Accelerator-processed items
    7.  
      Custom properties for use by policy management software
    8.  
      Custom properties for Enterprise Vault SMTP Archiving
  16. Appendix D. Troubleshooting
    1.  
      A security warning may appear when you preview certain items in the Review pane of the Discovery Accelerator client
    2.  
      Display issues when you run the Discovery Accelerator client in Windows 8 or later
    3.  
      Display issues when you open a Discovery Accelerator website in Internet Explorer 10 or later
    4.  
      Vault stores not displayed in the Discovery Accelerator client
    5.  
      Discovery Accelerator searches return unexpected results
    6.  
      Full-text search indexing is disabled by default in SQL Server
    7.  
      Custodian Manager lets you synchronize multiple custodians with the same Active Directory account
    8.  
      If a custodian belongs to one Active Directory domain but is a member of a group in a second domain, Custodian Manager may not update the custodian's details when it synchronizes with the second domain
    9.  
      Custodian Manager does not list the members of a custodian group after you delete the group and then restore it by synchronizing with Active Directory
    10.  
      Errors when exporting items from Discovery Accelerator
    11.  
      TNEF-encoded attachments to Internet Mail (.eml) messages may not be readable after you export the messages from a review set
    12.  
      Synchronization errors after you rename the SQL Server computer
    13.  
      Performance counter errors when the Accelerator Manager service starts
    14.  
      SQL Service Broker warning when restoring a customer database to a different server
    15. Issues with Discovery Accelerator reports
      1.  
        You receive the message "An error occurred creating the report" when you try to generate reports
      2.  
        Prompt to install SQL Server when printing a report for the first time
      3.  
        Reports that you export as CSV may not open properly in Microsoft Excel
      4.  
        Garbled Japanese characters when exporting reports in Acrobat format
      5.  
        Troubleshooting OData errors

Search configuration options

Use these settings to optimize the search features in Discovery Accelerator.

Allow search and capture of existing items

Specifies whether, when you set the criteria for a new search, you can choose to include previously-captured items in the search results. By default, you have the option to do so.

Buffer Since Last Run

When you select a schedule to use when you define the criteria for a new search, you can select Since last run in the Date range section. This option instructs Discovery Accelerator to search new items that have arrived since you last ran this scheduled search. In the Start box, you enter the date to be taken as a starting point for the first run of the search.

By default, Since last run searches from the date of the last run (or the Start date for the first search) to the current day minus 1 (that is, up to yesterday). If required, you can change this interval to search to the current day minus n days. To use Since last run with any searches that run more than once a day, set the interval to 0.

Custodian Group Tag

Specifies the tag with which Discovery Accelerator prefixes custodian groups when you enter them in the criteria for a new search. The default is CG.

Custodian Tag

Specifies the tag with which Discovery Accelerator prefixes custodian names when you enter them in the criteria for a new search. The default is C.

Custom search attributes XML

Specifies the custom search attributes to use in XML form.

Disable search results preview

If set to true, disables the preview of items in the Results tab of the Searches pane. By default, Discovery Accelerator does not stop users from previewing these items.

Enable automatic synchronization of index volumes

Specifies whether Discovery Accelerator should automatically synchronize the index volumes for an archive when it encounters any unknown index volumes during a search. By default, Discovery Accelerator synchronizes the index volumes automatically.

Enable custom search attributes

Specifies whether you can define custom search attributes and select them when defining the criteria for a search. By default, you can define and select these attributes.

Enable Search Threads

Specifies whether to enable or disable all search facilities. By default, Discovery Accelerator enables these facilities.

Error search if index is rebuilding or failed

Specifies whether the search of a particular archive returns an error if its index is offline, rebuilding, or failed. By default, Discovery Accelerator returns an error in these circumstances.

Error search if missing items or content

Specifies whether the search of a particular archive returns an error if its index has failed to index either an indexable archived item or the content of the item. The default setting is false (not enabled).

Error search if index requires width normalization

Specifies whether the search of a particular archive returns an error if its index must be rebuilt to handle full-width characters correctly. The default setting is Off.

Error search if no target resolves to an email address

Specifies whether a search returns an error if none of the targets resolves to an email address, resulting in an empty search.

Fail search of archive if archive has been copied or moved

Specifies whether to mark as failed a search of a moved or copied archive, if the destination archive is not included in the search. The default is False, which means that Discovery Accelerator produces a warning when searching such archives, but it does not mark them as failed.

Maximum number of searches listed in filters

For areas of Discovery Accelerator that list searches from which you can choose, specifies the maximum number of searches to include in the list. The default is 250.

Maximum Search Retries

Specifies the number of times that Discovery Accelerator tries to search an archive before giving up. Enter a value in the range 1 through 50, where the default is 5.

Number of acceptance search Threads

Specifies the number of threads that are assigned to accepting search result sets. For example, the default setting of 5 means that no more than five search results sets are accepted at a time. Enter a value in the range 1 through 10.

Number of delete search Threads

Specifies the number of threads that are assigned to deleting search result sets. For example, the default setting of 2 means that no more than two search results sets are deleted at a time. Enter a value in the range 1 through 10.

Number of sampling search Threads

Specifies the number of threads that are assigned to sampling search result sets. For example, the default setting of 5 means that no more than five search results sets are sampled at a time. Enter a value in the range 1 through 10.

Number of Vault search Threads

Specifies the number of threads that are assigned to searching archives per index server. For example, the default setting of 10 means that no more than 10 archives are searched per Enterprise Vault server at a time. Enter a value in the range 1 through 10.

Only allow 'Research this message' on the first selected message

Specifies whether, when you click multiple items in the Review pane and then click Search, Discovery Accelerator lets you specify the search criteria for each of the selected items or only for the first of the selected items.

Optimize search based on oldest and youngest items

When set to True, improves performance by excluding from a search those archives that Discovery Accelerator has determined do not contain any items in the date range that you have specified in your search criteria. The default setting is False, which means that Discovery Accelerator searches all the available archives, regardless of whether their contents fall within your specified date range or not.

Use this setting with "Synchronize thread checking period (sec)", which is one of the Vault Directory Synchronization configuration options. If you set "Optimize search based on oldest and youngest items" to True, you must lower the setting for "Synchronize thread checking period (sec)" to ensure that Discovery Accelerator does not run searches against out-of-date data. For example, you can lower the setting to 3600 seconds (one hour).

Override marks when accepting searches

When accepting the results of a search, specifies whether to override the marks that are assigned to those items that already exist in the review set. Items that you have already produced are exempt.

Override Marks when accepting searches only If Not Marked

For items that have previously appeared in other cases, specifies whether to respect any explicitly assigned marks but override all other marks.

Override Reviewers when accepting searches

When accepting the results of a search, specifies whether to override the reviewers that are assigned to those items that already exist in the review set.

Override Reviewers when accepting searches only If Not Assigned

When accepting the results of a search, specifies whether to assign to a new reviewer only those items that have not previously been assigned to other reviewers.

Require 'Author' / 'Content' / 'From Date' / 'Recipients' / 'Subject' / 'To Date' to be specified

Specifies whether it is mandatory to enter the designated criteria before you can perform a search. By default, these criteria are optional. You may want to make them mandatory to prevent searches from returning an overwhelming number of results.

Retry time when index service is busy (min)

Specifies the frequency in minutes with which Discovery Accelerator tries to access an Enterprise Vault Indexing service that is too busy to perform a search. Enter a value in the range 1 through 300, where the default is 5.

Retry time when index service not running (min)

Specifies the frequency in minutes with which Discovery Accelerator tries to access an Enterprise Vault Indexing service that is unavailable. Enter a value in the range 1 through 300, where the default is 5.

Return only top messages in search results

Specifies whether searches return the top-level items only. Setting this option to Off means that all files attached to the top-level items are displayed in search results.

Save SMTP subject rather than filename

For items that were archived using File System Archiving (FSA), specifies whether to show the SMTP message subject rather than the FSA file name in the Review pane.

Search result page refresh time

Specifies the frequency in seconds with which Discovery Accelerator refreshes the results summary page during a running search. Enter a value in the range 1 through 300, where the default is 10.

Search timeout (hours)

Specifies the maximum time in hours that Discovery Accelerator allows for searches to complete. The default is four hours.

Searches page refresh time

Specifies the frequency in seconds with which Discovery Accelerator refreshes the Searches pane for a case. Enter a value in the range 1 through 300, where the default is 20.

Show Search Result In Progress

Specifies whether users can access the Review pane while a search is in progress, so that they can immediately start to review the items that Discovery Accelerator has found. By default, Discovery Accelerator permits this.

Target Group Tag

Specifies the tag with which Discovery Accelerator prefixes target groups when you enter them in the criteria for a new search. The default is TG.

Target Tag

Specifies the tag with which Discovery Accelerator prefixes target names when you enter them in the criteria for a new search. The default is T.

Total number of search results worker threads

Specifies the maximum number of search results worker threads that are allowed to run on the system. These threads handle the processing of search results returned from the archive. The maximum value is 5, and the default is 2.

Total number of search threads

Specifies the maximum number of search threads that are allowed to run on the system across all index volumes. The maximum value is 500, and the default is 100.

Use sequence number for searches

Optimizes performance for searches that return more than 50,000 results. By default, this option is enabled.

When service starts, wait before synchronizing Index Services (minutes)

Specifies the number of minutes that Discovery Accelerator waits at startup before synchronizing with available index services. Enter a value in the range 0 through 300, where the default is 0.

When service starts, wait before starting Vault Searches (minutes)

Specifies the number of minutes that Discovery Accelerator waits at startup before searching the archives for items. Enter a value in the range 0 through 300, where the default is 0.