Veritas Enterprise Vault™ Discovery Accelerator Reviewer's Guide

Last Published:
Product(s): Enterprise Vault (12.1)
  1. Introducing Discovery Accelerator
    1.  
      Key features of Discovery Accelerator
    2.  
      About the Discovery Accelerator client
    3.  
      Opening the Discovery Accelerator client
    4.  
      Finding your way around the Discovery Accelerator client
  2. Searching for items
    1.  
      Creating and running Discovery Accelerator searches
    2.  
      About the search criteria options
    3.  
      Guidelines on conducting effective searches
  3. 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
        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
        4. 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
    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
  4. Working with research folders
    1.  
      About research folders
    2.  
      Creating research folders
    3.  
      Reviewing the items in research folders
    4.  
      Exporting items from research folders
    5.  
      Giving other users access to your research folders
    6.  
      Copying items to research folders
    7.  
      Converting research folders into cases
  5. Exporting and producing items
    1.  
      How exporting differs from producing
    2.  
      Performing an export or production run
    3.  
      About the limits on the number of simultaneous export and production runs
    4.  
      Making the export IDs or Bates numbers visible in Microsoft Outlook
  6. 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)
      5.  
        Troubleshooting OData errors
  7. Appendix A. 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

Using the OData service with Microsoft Excel

The following instructions are for Microsoft Excel 2010 and 2013. Make sure that you have installed the Microsoft Power Query add-in for Excel. You can download the add-in from the following page of the Microsoft website:

https://www.microsoft.com/download/details.aspx?id=39379

To use the OData service with Microsoft Excel

  1. Open Microsoft Excel.
  2. Create a new, blank workbook.
  3. On the Power Query tab, in the Get External Data group, click From Other Sources, and then click From OData Data Feed.
  4. In the OData Feed dialog box page, in the URL box, specify the website address for the data feed as follows:

    http://server_name/DAReporting/OData/dataset_name(parameter=value)

    For example:

    http://da.mycompany.com/DAReporting/OData/CaseHistory(customerID=1005,caseID=5)

    Note:

    Take care to specify the mandatory parameters that are required to view the dataset. Except for the Customers dataset, all the datasets have mandatory parameters. For information on them, see the online Help for each dataset.

  5. If you are prompted for your credentials, enter them and then log in. The Query Editor opens.
  6. In the Query Editor, view the records available for the dataset. Edit the queries as required.
  7. Click Close & Load to import the dataset information in Excel in tabular format.