Veritas Enterprise Vault™ Discovery Accelerator Administrator's Guide
- Introducing Discovery Accelerator
- Introducing the Discovery Accelerator client
- Setting up and assigning roles
- Working with cases
- Setting up review marks and tags
- Using rules to mark and tag items automatically
- Using Custodian Manager
- About Custodian Manager
- Guidelines on using Custodian Manager
- Setting up custodians
- Setting up custodian groups
- Setting up custom custodian attributes
- Setting the primary custodian attribute
- Specifying the user account under which to synchronize custodians
- Synchronizing with entire Active Directory domains and Domino servers
- Setting the configuration options for Custodian Manager
- Searching for items
- About searching with Discovery Accelerator
- Creating and running Discovery Accelerator searches
- About the search criteria options
- Guidelines on conducting effective searches
- Pausing and resuming Discovery Accelerator searches
- About the Monitor Searches tab
- Selecting the archives in which to search
- Specifying the details of custom search attributes
- Defining email targets with Address Manager
- Building Discovery Accelerator search schedules
- Using Discovery Accelerator to search archived Skype for Business content
- Manually reviewing items
- About reviewing with Discovery Accelerator
- About the Review pane
- Filtering the items in the Review pane
- Searching within the review set
- Finding all items in the same conversation
- Assigning review marks and tags to items
- Adding comments to items
- Viewing the history of items
- Displaying printable versions of items
- Downloading the original versions of items
- Copying the item list to the Clipboard
- Changing how the Review pane looks
- Setting your Review pane preferences
- Working with research folders
- Exporting and producing items
- About exporting and producing items
- How exporting differs from producing
- Performing an export or production run
- About the limits on the number of simultaneous export and production runs
- Identifying the archives that contain duplicates of a specific item
- How to optimize export and production runs
- Making the export IDs or Bates numbers visible in Microsoft Outlook
- Creating and viewing reports
- Appendix A. Customizing Discovery Accelerator
- Setting Discovery Accelerator system configuration options
- Ad Hoc Searches configuration options
- Analytics Conversation Analysis configuration options
- Analytics Data Collection configuration options
- API configuration options
- Auditing configuration options
- Diagnostics configuration options
- Document Conversion configuration options
- Export/production configuration options
- General configuration options
- Home Page configuration options
- Item Prefetch Cache configuration options
- Item Prefetch Cache (Advanced) configuration options
- Legal Hold configuration options
- Policy Integration configuration options
- Profile Synchronization configuration options
- Reviewing configuration options
- Search configuration options
- Security configuration options
- System configuration options
- Vault Directory Synchronization configuration options
- Customizing the columns in the Review pane
- Setting Discovery Accelerator system configuration options
- Appendix B. Importing configuration data from an XML file
- Appendix C. Enterprise Vault properties for use in Discovery Accelerator searches
- About the Enterprise Vault search properties
- System properties
- Custom Enterprise Vault properties
- Custom Enterprise Vault properties for File System Archiving items
- Custom Enterprise Vault properties for SharePoint items
- Custom Enterprise Vault properties for Compliance Accelerator-processed items
- Custom properties for use by policy management software
- Custom properties for Enterprise Vault SMTP Archiving
- Appendix D. Troubleshooting
- A security warning may appear when you preview certain items in the Review pane of the Discovery Accelerator client
- Display issues when you run the Discovery Accelerator client in Windows 8 or later
- Display issues when you open a Discovery Accelerator website in Internet Explorer 10 or later
- Vault stores not displayed in the Discovery Accelerator client
- Discovery Accelerator searches return unexpected results
- Full-text search indexing is disabled by default in SQL Server
- Custodian Manager lets you synchronize multiple custodians with the same Active Directory account
- 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
- 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
- Errors when exporting items from Discovery Accelerator
- TNEF-encoded attachments to Internet Mail (.eml) messages may not be readable after you export the messages from a review set
- Synchronization errors after you rename the SQL Server computer
- Performance counter errors when the Accelerator Manager service starts
- SQL Service Broker warning when restoring a customer database to a different server
- Issues with Discovery Accelerator reports
- You receive the message "An error occurred creating the report" when you try to generate reports
- Prompt to install SQL Server when printing a report for the first time
- Reports that you export as CSV may not open properly in Microsoft Excel
- Garbled Japanese characters when exporting reports in Acrobat format
- Troubleshooting OData errors
Creating and running Discovery Accelerator searches
You must have the Search permission in a case or folder to create and run a search in it. If you have the Search Preview permission, you can preview the results of a search before you accept them.
To create and run a Discovery Accelerator search
- Do one of the following:
To create a search that runs in a case, click the Cases tab in the Discovery Accelerator client and then click the required case in the left pane.
To create a search that runs in a research folder, click the Research tab in the Discovery Accelerator client and then click the required folder in the left pane.
If Discovery Accelerator lists a lot of cases and folders, you can filter the list with the fields at the top of the pane.
- Click the Searches tab.
- Click New Search.
The search properties pane appears.
- If you are creating a search that runs in a research folder, and you clicked All Research in the left pane, Discovery Accelerator prompts you to select a case with which to associate the search. Make your selection, and then click Search.
- Enter the required search criteria.
- Click Save to start an immediate search or queue a scheduled search to start automatically at the appointed time.
Discovery Accelerator displays a preview list as soon as it finds a search result. You can immediately begin to read items from the preview display, and, if necessary, stop a search that does not return the results that you expect. Then you can refine the search criteria and perform the search again.
The Search Details pane provides the following information:
Archive
Shows the name of the archive that Discovery Accelerator has searched.
Volume
Provides the ID of the volume that holds the archive.
Vault Store
Indicates the type of vault store that contains the archive.
Status
Shows the current status of the search in each archive.
Duration
Shows the amount of time that Discovery Accelerator has taken to search each archive.
Hits
Shows the number of items in each archive that match the search criteria.
Information
Provides details of any errors that occurred.
You can filter the list of archives by selecting an option in the Show list. For example, you can filter the archives to show the top 2000 archives by hits, or all archives with a status of "Error". To download the search details as a comma-separated value (CSV) file, click Download Search Details for All Archives.
When the search has completed, choose whether to accept or reject the results. Note the following:
Discovery Accelerator does not add the captured items to the review set until you accept the search results. If you did not select Automatically accept search results, you must manually accept or reject the results.
The options to assign a default mark and reviewer to the search results apply only to newly discovered items. If the search results include items that you have previously captured and added to the review set, these items retain their assigned marks and reviewers.
The option to keep existing marks applies only to those items to which reviewers have already assigned marks in another case.
If you reject the results of a search, Discovery Accelerator deletes the search and results from the database. However, it leaves the actual items in the archives.
It is important that search results make sense because, after you accept the search, you cannot undo it.
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