Arctera Enterprise Vault™ eDiscovery Administrator's Guide

To open a new eDiscovery case

1. Click the Cases tab in the eDiscovery client.
2. In the left pane, click All Cases.
3. Click New at the top of the window.
4. Set the properties of the case. The table below describes the available fields.

   Case
   Name	Identifies the case. Choose a name that indicates the nature of the case or the client.
   Case Status	Determines whether case administrators and reviewers can access the case (Open) or not (Closed).
   Owner	Specifies the Windows account of the user who is to have special privileges to manage the case. Click Select Owner to choose the owner from a list. A case cannot have multiple owners. If you change the name of the case owner, the original owner still retains administrative permissions. To prevent this, use the Role Assignment facility in the case to remove the assigned roles from the original owner.
   Legal Holds
   Put items on hold	When this option is selected, places a hold on the items in the case so that users cannot delete them from the source Enterprise Vault archives. You must have the Manage Legal Holds permission to place holds on the items in a case. By default, all case administrators have this permission.
   Reason	Provides a space for you to describe why you have placed the items on hold.
   Status	Shows whether eDiscovery is currently applying legal holds in the case.
   Number of items	Shows the total number of items in the case.
   Number of holds	Shows the number of items that eDiscovery has placed on hold.
   Number of errors	Shows the number of items that eDiscovery has temporarily been unable to place on hold. By default, eDiscovery makes two attempts to place an item on hold each time it performs a legal hold scan.
   Number of items not found	Shows the number of items that eDiscovery cannot place on hold because they no longer exist in the source Enterprise Vault archives.
   Remaining items	Shows the number of items that eDiscovery has yet to place on hold.
   Information	Contains some information messages on the progress that eDiscovery has made in placing the items on hold.
   Production details
   Size of the export ID	For each item that you export or produce, specifies the number of digits to use for the export number in its file name. The default is 6.
   Next export number	Specifies the export number to include in the file name of the next item that you export or produce.
   Prefix	For each item that you export or produce, specifies the text to use as a prefix in its file name. You may want to use letters to identify the items in accordance with legal or company convention. The prefix can contain up to 10 characters, but it cannot include space characters or symbols such as \ / * ? | < and >.
   Show Example	Displays a preview of the next export ID.
   Output folder	Specifies the folder in which to store the items that you export or produce. By default, this folder is C:\ on the server that is running the Enterprise Vault eDiscovery Manager service. To export the items to another computer, specify the path to a shared network drive, as in \\my_computer\exports. The folder path can contain up to 100 characters.
   Search details
   Searchable Vault Stores	Specifies the vault stores in which to search for the items that are relevant to the case. Select or clear the box next to each vault store to include it in searches or exclude it from searches.

5. Click Save.