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

Feature comparison: Arctera eDiscovery desktop application Vs Arctera eDiscovery web application

If you previously used the Arctera eDiscovery desktop application and would like to examine the features of both the eDiscovery desktop application and the Arctera eDiscovery web application, refer to the table provided below.

Feature

Arctera eDiscovery Desktop Application*

Arctera eDiscovery Web Application

Details

Only server installation required

No

Yes

Accessing Arctera eDiscovery does not require application installation; server installation alone is sufficient.

Windows-based Authentication and Authorization

Yes

Yes

 

* The features listed in the Enterprise Vault Compliance Accelerator Desktop Client (known as Arctera eDiscovery Desktop Application from Enterprise Vault 15.2 onwards) are available only up to Enterprise Vault version 14.5.

Dashboard

Dashboard: Summary

Yes

Yes

 

Dashboard: Summary: Pin/Unpin Departments

No

Yes

 

Dashboard: Task

Yes

No

Links are provided to perform some tasks.

Departments

Department: User Summary

Yes

Yes

 

Department: User Action

Yes

Yes

 

Department: Department Attributes

Yes

No

 

Department: Role assignment

Yes

Yes

 

Department: Searches

Yes

Yes

 

Department: Searches: Custom Attributes

No

Yes

 

Department: Monitoring Employees

Yes

Yes

 

Department: Archives

Yes

Yes

 

Department: Export

Yes

Yes

 

Department: Hotwords

Yes

Yes

 

Department: Labels

No

Yes

 

Department: Review Comments

No

Yes

 

Research Folders

Yes

No

 

Employees

Yes

Yes

Profile creation and management

Reports

Yes

Partially yes

 

Monitor

Yes

Yes

 

Application

Application: Roles

Yes

Yes

 

Application: Roles Assignments

Yes

Yes

 

Application: Hotwords

Yes

Yes

 

Application: Label

No

Yes

 

Application: Reviewing Comments

Yes

Yes

 

Application: Searches

Yes

Yes

 

Application: Archives

Yes

Yes

 

Review

Review: Review Pane Actions

Yes

Yes

Copy action is not available in Arctera eDiscovery.

Review: Advanced Filter

No

Yes

Filter on Author/Domain and Subject is provided.

Review: Filters

Yes

Yes

 

Review: Filters: Sentiment Score

No

Yes

 

Review: Delegate review (on behalf of mode)

Yes

No

 

Review: Printable View

Yes

No

 

Review: Bulk Review

Yes

Yes

 

Review: Review Status

Yes

Yes

 

Review: Research folder review

Yes

Yes

Some actions, such as Escalate, Commit, and Copy are not available in Arctera eDiscovery.

Review: Hit highlight navigation for Hotwords

Yes

Yes

 

Review: Labels

No

Yes

 

Review: Review Comments

No

Yes

 

Review: Hit highlight navigation for Tags

No

Yes

 

Configuration

Configuration: Search Schedules

Yes

Yes

 

Configuration: Reviewing status

Yes

No

 

Configuration: Import configuration

Yes

No

 

Configuration: Account Information

Yes

No

 

Configuration: Directory Mappings

Yes

No

 

Configuration: Department partitions, Attributes

Yes

No

 

Configuration: Message Types

Yes

No

 

Configuration: Settings

Yes

No

 

Configuration: Audit settings

No

Yes

Modules can be enabled or disabled for auditing purposes.

Enhanced Auditing

Yes

Yes

 

Audit Viewer

No

Yes

The operations and modifications made to any modules are shown in the Audit Settings.

Hotword analysis and statistics

Yes

Yes

Hotword analysis is done, and filters and counts are updated to view the statistics.

Tag (Policy) analysis and statistics

No

Yes

Tag (Policy) analysis is done, and counts are updated to view the statistics.

Custom attributes

Yes

Yes

 

Intelligent Review

Yes

Yes

Advanced Intelligent Review

No

Yes

The relevance score and the reasoning behind classifying the item as Unreviewed Relevant or Unreviewed Irrelevant are provided. Content snippets are added to train the learning model.

Microsoft Teams Chat and Channel support

No

Yes

 

Audio-Video Transcript support

No

Yes

 

Chinese Wall security

Yes

No

 

Localization of UI and Documentation

Yes

No

eDiscovery user interface and user documentation are translated into Japanese, Chinese Simplified, and Chinese Traditional languages for localization purposes.