Arctera Enterprise Vault™ eDiscovery Administrator's Guide

Last Published:
Product(s): Enterprise Vault (15.2)
  1. Configuring eDiscovery: Desktop Client
    1. Importing configuration data from an XML file
      1.  
        About importing configuration data
      2.  
        Format of the Dataload.xml file
      3.  
        Importing the configuration data
    2.  
      Specifying the Windows domains with which to synchronize employee details
    3.  
      Setting up custom message types
    4. Setting eDiscovery system configuration options
      1.  
        Ad Hoc Searches configuration options
      2.  
        Auditing configuration options
      3.  
        Diagnostics configuration options
      4.  
        Document Conversion configuration options
      5.  
        Export/production configuration options
      6.  
        General configuration options
      7.  
        Home Page configuration options
      8.  
        Item Prefetch Cache configuration options
      9.  
        Item Prefetch Cache (Advanced) configuration options
      10.  
        Policy Integration configuration options
      11.  
        Profile Synchronization configuration options
      12.  
        Reviewing configuration options
      13.  
        Search configuration options
      14.  
        Security configuration options
      15.  
        System configuration options
      16.  
        Vault Directory Synchronization configuration options
  2. Setting up and assigning roles
    1.  
      About the predefined eDiscovery roles
    2. About the eDiscovery permissions
      1.  
        About the facility to allow or deny permissions
    3.  
      Creating eDiscovery roles
    4.  
      Editing the properties of eDiscovery roles
    5.  
      Assigning eDiscovery roles to users
    6.  
      Deleting eDiscovery roles
  3. Working with cases
    1.  
      About eDiscovery cases
    2.  
      Opening new eDiscovery cases
    3.  
      Checking the progress of eDiscovery cases
    4. Implementing analytics in eDiscovery cases
      1.  
        Enabling a eDiscovery case for analytics
      2.  
        Monitoring the progress of analytics data collection
      3.  
        Pausing and resuming analytics on a eDiscovery case
      4.  
        Speeding up analytics data collection in low-bandwidth environments
      5.  
        Disabling analytics on a eDiscovery case
    5.  
      Deleting eDiscovery cases
  4. Setting up review marks and tags
    1.  
      About review marks
    2.  
      Creating review marks
    3.  
      How retained marks work
    4.  
      Editing review marks
    5.  
      Customizing the review marks that are associated with individual cases
    6.  
      Creating tags
    7. Creating tag groups
      1.  
        Creating a single-choice tag group
      2.  
        Creating a multiple-choice tag group
  5. Using rules to mark and tag items automatically
    1.  
      About analytics rules
    2. Creating analytics rules
      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
    3.  
      Overriding manual categorization
    4.  
      Editing analytics rules
    5.  
      Changing the priority levels of marking rules
    6.  
      About tagging rules
    7. 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
    8.  
      Deleting analytics rules
  6. Using Custodian Manager
    1.  
      About Insight eDiscovery Custodian Manager
    2.  
      Guidelines on using Insight eDiscovery Custodian Manager
    3.  
      Setting up custodians
    4.  
      Setting up custodian groups
    5.  
      Setting up custom custodian attributes
    6.  
      Setting the primary custodian attribute
    7.  
      Specifying the user account under which to synchronize custodians
    8.  
      Synchronizing with entire Active Directory domains and Domino servers
    9.  
      Setting the configuration options for Insight eDiscovery Custodian Manager
  7. Searching for items
    1. About searching with eDiscovery
      1.  
        Limitations on searching certain types of Skype for Business content
    2.  
      Creating and running eDiscovery searches
    3.  
      About the search criteria options
    4.  
      Guidelines on conducting effective searches
    5.  
      Pausing and resuming eDiscovery searches
    6.  
      About the Monitor Searches tab
    7.  
      Selecting the archives in which to search
    8.  
      Specifying the details of custom search attributes
    9.  
      Restricting search results to correspond to Surveillance departments
    10. Defining email targets with Address Manager
      1.  
        Setting up targets
      2.  
        Adding targets to target groups
    11. Building eDiscovery search schedules
      1.  
        Setting up new search schedules
      2.  
        Examples of recurring search schedules
    12.  
      Setting up custom message types
    13.  
      Using eDiscovery to search archived Skype for Business content
  8. 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
    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
  9. 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
  10. 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.  
      Identifying the archives that contain duplicates of a specific item
    6.  
      How to optimize export and production runs
    7.  
      Making the export IDs or Bates numbers visible in Microsoft Outlook
  11. 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. 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)
    7.  
      Configuring a Power BI template for reporting
  12. 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
  13. Appendix B. Troubleshooting
    1.  
      Display issues when you open a eDiscovery website in Internet Explorer 10 or later
    2.  
      Vault stores not displayed in the eDiscovery web client
    3.  
      Full-text search indexing is disabled by default in SQL Server
    4.  
      TNEF-encoded attachments to Internet Mail (.eml) messages may not be readable after you export the messages from a review set
    5.  
      Synchronization errors after you rename the SQL Server computer
    6.  
      Performance counter errors when the eDiscovery Manager service starts
    7.  
      SQL Service Broker warning when restoring a customer database to a different server
    8. Issues with Insight eDiscovery Custodian Manager
      1.  
        Insight eDiscovery Custodian Manager lets you synchronize multiple custodians with the same Active Directory account
      2.  
        Insight eDiscovery 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
      3.  
        If a custodian belongs to one Active Directory domain but is a member of a group in a second domain, Insight eDiscovery Custodian Manager may not update the custodian's details when it synchronizes with the second domain
      4.  
        Insight eDiscovery Custodian Manager fails to synchronize with Domino LDAP users and groups whose names contain certain double-byte characters
    9.  
      Troubleshooting Privileged Delete failures

About the predefined eDiscovery roles

You assign roles to users to determine what they can access and the activities that they can perform in eDiscovery. Some roles are effective at the application level, across the entire eDiscovery system, whereas others apply at the case level or folder level only.

When a case is created, only its owner can access it. Other users do not see the case until the owner grants at least one permission that is related to it. eDiscovery roles provide a logical way to group multiple specific permissions according to job function.

Table: Predefined roles describes the predefined roles that come with eDiscovery. If none of these roles precisely meets your needs, you can create your own.

Table: Predefined roles

Role

Description

Default permissions

Case Administrator

This role lets you perform administrative activities within a specific case. These activities include case management and role assignment.

  • Configure Case Properties.

  • Role Assignment.

Discovery System Admin

This role lets you perform all administrative activities within eDiscovery. You can create and manage cases, assign application-wide roles to users, and import configuration data from XML files.

  • Create and Configure Cases.

  • Export Configuration Data.

  • Import Configuration Data.

  • Manage Administration Security.

  • Manage Archives.

  • Manage Global Target and Target Groups.

  • Manage Marks.

  • Manage Message Types.

  • Manage Roles.

  • Manage Schedules.

  • Manage Search Attributes.

  • Modify System Configuration.

  • Monitor Search.

  • View System Configuration.

Folder Capture Messages

This role lets you search for new items to add to a research folder.

  • Search.

Folder Export

This role lets you export or produce items from a research folder for offline review.

  • Production.

Folder Full Control

This role lets you search for new items to add to a research folder, review them, and export or produce them for offline review.

You can also give other users access to your folder so that they can participate in the review process.

  • Assign.

  • Configure Folder Properties.

  • Delete Folder.

  • Manage Analytics.

  • Manage Automatic Categorization.

  • Production.

  • Review.

  • Role Assignment.

  • Search.

Folder Review

This role lets you review and mark the items in a research folder.

  • Review.

Regulatory Reviewer

This role lets you search, preview, review, and delete items from the Enterprise Vault archives, and view reports.

  • Privileged Delete.

  • Review.

  • Search.

  • Search Preview.

  • Select Archives in Search.

  • View Reports.