Enterprise Vault™ Compliance Accelerator Administrator's Guide
- Introducing Compliance Accelerator
- Key features of Compliance Accelerator
- About the Compliance Accelerator components
- The Compliance Accelerator process
- About randomly sampling items with Compliance Accelerator
- About the intelligent review feature in Compliance Accelerator
- About the deduplication feature in Compliance Accelerator
- Product documentation
- Introducing the Compliance Accelerator client
- Setting up employees and employee groups
- Working with departments
- About departments
- Creating departments
- Adding monitored employees and groups to departments
- Editing the monitoring policy for employees and groups
- Moving employees or groups between departments
- Moving departments
- Assigning department reviewers, compliance supervisors, and delegates
- Implementing Chinese Walls security
- Managing exception employees
- Grouping departments into partitions
- Using attributes to classify departments
- Searching for items
- About searching with Compliance Accelerator
- Creating and running Compliance Accelerator searches
- About the search criteria options
- Guidelines on conducting effective searches
- Pausing and resuming Compliance Accelerator searches
- About the Monitor Searches tab
- Searching the items of exception employees
- Selecting the archives in which to search
- Building Compliance Accelerator search schedules
- Defining hotwords to search for
- Configuring how Compliance Accelerator handles email addresses
- Using Compliance Accelerator to search archived Skype for Business content
- Manually reviewing items
- About reviewing with Compliance Accelerator
- About the Review pane
- How the Prevent self-review option limits the reviewing activities of exception employees
- Filtering the items in the Review pane
- Assigning review marks 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
- Escalating items
- Storing reviewing comments for reuse
- Working with research folders
- About research folders
- Creating research folders
- Editing the properties of research folders
- Copying items to research folders
- Reviewing the items in research folders
- Exporting items from research folders
- Giving other users access to your research folders
- Committing research folder items to the department review set
- Removing items from research folders
- Deleting folders
- Exporting items
- Creating and viewing reports
- About the Compliance Accelerator reports
- Creating Compliance Accelerator reports
- Available Compliance Accelerator reports
- Compliance Supervisor Responsibility report
- Department Roles Detail report
- Department Roles Summary report
- Differential Sampling Summary by Department report
- Effective Roles by User report
- Evidence of message type Review by Department/Employee reports
- Item Aging by Department report
- Message Stats Summary report
- Message Summary report
- Monitored IDs by Department report
- Questioned Items by Department report
- Responsibility by Department report
- Responsibility by Reviewer report
- Review Activity Summary by Department report
- Reviewer Activity by Department report
- Reviewer Activity Detail report
- Reviewer Mapping report
- Unreviewed Departments report
- Unsupervised Departments report
- Viewing existing reports
- Deleting reports
- About viewing Compliance Accelerator datasets using the OData web service
- Appendix A. Customizing Compliance Accelerator
- Specifying the Windows domains with which to synchronize employee details
- Customizing the reviewing action statuses
- Setting Compliance Accelerator system configuration options
- Ad Hoc Searches 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
- Policy Integration configuration options
- Profile Synchronization configuration options
- Random Capture 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
- Appendix B. Importing configuration data from an XML file
- Appendix C. Troubleshooting
- A security warning may appear when you preview certain items in the Review pane of the Compliance Accelerator client
- Issues with the random sampling of items
- Display issues when you run the Compliance Accelerator client in Windows 8 or later
- Display issues when you open a Compliance Accelerator website in Internet Explorer 10 or later
- Vault stores not displayed in the Compliance Accelerator client
- Compliance Accelerator searches return unexpected results
- Errors when exporting items from Compliance 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 Compliance 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
Selecting the archives in which to search
You can customize the list of Enterprise Vault archives in which Compliance Accelerator searches for items. For example, there may be archives that you want to exclude from any searches because they contain irrelevant material.
As well as setting the default, global list of archives, which are available to the searches you conduct in any department, you can customize the searchable archives for individual departments.
You must have the application permission Modify System Configuration to set the global list of archives, and the department permission Configure Department Properties to set a department-level archive list. By default, users with the application role of Compliance System Admin have the first permission, whereas users with the department role of User Admin have the second.
To select the archives in which to search
Do one of the following:
To set the default list of archives that are available to all departments, click the Application tab in the Compliance Accelerator client, and then click the Archives tab.
To set the list of archives in which to search for one department only, click the Departments tab and then click the required department in the left pane. Then click the Archives tab.
If Compliance Accelerator lists a lot of departments, you can filter the list with the fields at the top of the pane. As well as filtering the departments by name, you can choose whether to list any research folders that are associated with them.
- Choose the archives in which to conduct searches.
Note:
When many archives match the current selection and filter criteria, Compliance Accelerator may take some time to list them all. In these circumstances, Compliance Accelerator displays a prompt that advises you to change the criteria in order to reduce the number of listed archives. You can either do this or click Show All Archives to list all the archives. To stop the prompt from appearing each time you return to this pane during the current session, select Don't show again in this session before you click Show All Archives.
By default, Compliance Accelerator displays the prompt when more than 50,000 archives match the current criteria. To change this threshold, set the configuration option called "Display warning in Archives pane when number of archives to load exceeds this threshold".
Use the following techniques to include or exclude archives:
If you want to set the list of archives in which to search for one department only, select Customize searchable archives for this department.
Select or clear a vault store at the left to include its archives in searches or exclude them from searches.
Click a vault store at the left to list the associated archives at the right. Then select or clear the archives to include or exclude them.
The Status column shows whether each archive has been copied, moved, or deleted as part of a Move Archive operation by the Enterprise Vault administrator.
If Compliance Accelerator lists a large number of archives, you can filter the list with the fields at the top of the right pane.
Select or clear the Archive Name box at the top of the right pane to include or exclude all the available archives.
- Click Save.
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