Enterprise Vault™ eDiscovery Reviewer's Guide

Last Published:
Product(s): Enterprise Vault (15.2)
  1. Introducing Insight Surveillance
    1.  
      About eDiscovery web application
    2.  
      Routine operations executed with Arctera eDiscovery
    3.  
      About Arctera eDiscovery system security
    4.  
      Feature comparison: Arctera eDiscovery desktop application Vs Arctera eDiscovery web application
    5. Product documentation
      1.  
        White papers on the Arctera Support website
      2.  
        "How To" articles on the Arctera Support website
      3.  
        eDiscovery training modules
  2. Searching for items
    1. Creating and running eDiscovery searches
      1.  
        Limitations on searching certain types of Skype for Business content
    2.  
      About the search criteria options
    3.  
      Guidelines on conducting effective searches
  3. Manually reviewing items
    1. About reviewing with eDiscovery
      1.  
        Limitations on reviewing certain types of Skype for Business content
    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 eDiscovery 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. Deleting items from Enterprise Vault archives
      1.  
        Limitations on reviewing items after you have deleted them
    13.  
      Changing how the Review pane looks
    14.  
      Setting your Review pane preferences
  4. Working with research folders
    1.  
      About research folders
    2.  
      Creating research folders
    3.  
      Editing the properties of research folders
    4.  
      Copying items to research folders
    5.  
      Reviewing the items in research folders
    6.  
      Exporting items from research folders
    7.  
      Giving other users access to your research folders
    8.  
      Removing items from research folders
    9.  
      Converting research folders into cases
    10.  
      Deleting folders
  5. Exporting and producing items
    1. About exporting and producing items
      1.  
        Limitations on exporting certain types of content
    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.  
      Making the export IDs or Bates numbers visible in Microsoft Outlook
  6. Creating and viewing reports
    1.  
      About the eDiscovery reports
    2. Enhanced reporting
      1.  
        Configuring a reporting endpoint
      2.  
        Authentication
      3. Departments API
        1.  
          Departments - List
      4. Roles API
        1.  
          Roles - List
        2.  
          Roles - List by filters
      5. Users API
        1.  
          Users - List
      6. UserRoles API
        1.  
          UserRoles - List by filters
      7. ItemMetrics API
        1.  
          ItemMetrics - List
        2.  
          ItemMetrics - List by filter
      8. Evidence of Review by Department API
        1.  
          EvidenceOfReviewByDept - List by filter
      9. Evidence of Review by User API
        1.  
          EvidenceOfReviewByUser - List by filter
      10.  
        Supported OData query options
      11.  
        Supported reporting endpoint API filters and their values
      12.  
        Responses
    3.  
      Creating eDiscovery reports
    4. Available eDiscovery 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
    5.  
      Viewing existing reports
    6.  
      Deleting reports
    7. Accessing reports through the OData web service
      1.  
        Available eDiscovery datasets
      2.  
        Accessing the eDiscovery 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
    8.  
      Configuring a Power BI template for reporting
  7. Appendix A. Enterprise Vault properties for use in eDiscovery 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 Surveillance-processed items
    7.  
      Custom properties for use by policy management software
    8.  
      Custom properties for Enterprise Vault SMTP Archiving

Making the export IDs or Bates numbers visible in Microsoft Outlook

When you view exported or produced Personal Folders (.pst) files in Microsoft Outlook, you may find it helpful to see the export ID or Bates number that eDiscovery has assigned to each item. You can do this by adding a custom column to the view in Outlook.

To make the export IDs or Bates numbers visible in Microsoft Outlook

  1. Open the exported .pst file in Outlook.
  2. Right-click the column headers in Outlook, and then click Field Chooser.
  3. Click New.
  4. In the Name box in the New Field dialog box, type Bate Number, and then click OK.
  5. Close the Field Chooser dialog box.
  6. Right-click the column headers in Outlook, and then click Customize Current View.
  7. Click Fields and then, in the Select available fields from list, select User-defined fields.
  8. Add the Bate Number field to the list of displayed fields, and then click OK twice to close the dialog boxes.