Enterprise Vault™ eDiscovery Reviewer's Guide

Last Published:
Product(s): Enterprise Vault (15.2)
  1. Introducing eDiscovery
    1.  
      Key features of eDiscovery
    2.  
      About the eDiscovery client
    3.  
      Opening the eDiscovery client
    4.  
      Finding your way around the eDiscovery client
  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.  
      Creating eDiscovery reports
    3. 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
    4.  
      Viewing existing reports
    5.  
      Deleting reports
    6. About viewing eDiscovery datasets using 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
  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

Opening the eDiscovery client

Note the following:

  • If you use the eDiscovery client a lot, you may want to create a shortcut for it on the Windows desktop.

  • If you want to run the eDiscovery client on a Windows 8/8.1/10 computer then, for optimum performance, we recommend that you run it in Windows 7 or Windows XP compatibility mode. See the Windows documentation for guidelines on how to do this.

To open the eDiscovery client

  1. Click the shortcut for the eDiscovery client.

    After a few moments, the Select a eDiscovery instance to connect to dialog box appears.

  2. In the Server box, type the name or IP address of the computer on which the eDiscovery server software is running.

    You can type the IP address in either IPv4 or IPv6 format.

  3. In the Instance box, select the eDiscovery instance (customer database) that you want to access. Click the down arrow at the right of the box to list the available instances.

    Each instance stores the details of a set of cases that you want to review. It also stores the associated user roles, search results, research folders, and more. Therefore, you may have multiple instances from which to choose.

  4. Clear Ask every time the application is opened if you always want to connect to the same instance without first displaying the Select a eDiscovery instance to connect to dialog box.
  5. Click Connect.

    After a few moments, the home page of the eDiscovery client appears.

    The eDiscovery client

To close the eDiscovery client

  • Click the close button in the upper-right corner of the window.