Arctera Enterprise Vault™ eDiscovery Administrator's Guide

Last Published:
Product(s): Enterprise Vault (15.2)
  1. Introducing eDiscovery
    1.  
      Key features of eDiscovery
    2.  
      About the eDiscovery components
    3.  
      The eDiscovery process
    4.  
      About the deduplication feature in eDiscovery
    5. Product documentation
      1.  
        White papers on the Arctera Support website
      2.  
        eDiscovery training modules
  2. Introducing the eDiscovery client
    1.  
      About the eDiscovery client
    2.  
      Opening the eDiscovery client
    3.  
      Finding your way around the eDiscovery client
  3. 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
  4. 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
  5. 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
  6. 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
  7. Using the eDiscovery 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
  8. 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
  9. 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
  10. 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
  11. 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
  12. 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)
  13. Appendix A. Customizing eDiscovery
    1.  
      Specifying the Windows domains with which to synchronize employee details
    2. Setting eDiscovery system configuration options
      1.  
        Ad Hoc Searches configuration options
      2.  
        Analytics Conversation Analysis configuration options
      3.  
        Analytics Data Collection configuration options
      4.  
        API configuration options
      5.  
        Auditing configuration options
      6.  
        Diagnostics configuration options
      7.  
        Document Conversion configuration options
      8.  
        Export/production configuration options
      9.  
        General configuration options
      10.  
        Home Page configuration options
      11.  
        Item Prefetch Cache configuration options
      12.  
        Item Prefetch Cache (Advanced) configuration options
      13.  
        Legal Hold configuration options
      14.  
        Policy Integration configuration options
      15.  
        Privileged Delete configuration options
      16.  
        Profile Synchronization configuration options
      17.  
        Reviewing configuration options
      18.  
        Search configuration options
      19.  
        Security configuration options
      20.  
        System configuration options
      21.  
        Vault Directory Synchronization configuration options
    3.  
      Customizing the columns in the Review pane
  14. Appendix B. Importing configuration data from an XML file
    1.  
      About importing configuration data
    2.  
      Sample XML files
    3.  
      Format of the Dataload.xml file
    4.  
      Format of the dataload XML file for Insight eDiscovery Custodian Manager
    5.  
      Importing the configuration data
    6. About the ImportExport command
      1.  
        ImportExport syntax
      2.  
        Examples of ImportExport commands
  15. Appendix C. 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
  16. Appendix D. Troubleshooting
    1.  
      Display issues when you open a eDiscovery website in Internet Explorer 10 or later
    2.  
      Vault stores not displayed in the eDiscovery 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

Creating tags

You can also set up a secondary set of marks, called tags, which reviewers can assign to the items in a review set. In earlier versions of eDiscovery, tags were called extra marks.

Tags differ from marks in that reviewers can assign multiple tags to an item, but they can assign one mark only. In addition, a reviewer who assigns a mark to an item also assigns the associated status to it. This is not the case with tags, which do not have an associated status.

You must have the application permission Manage Marks to create tags that are available for use in all cases. However, you require the permission Manage Marks/Tags in a case to create a tag that is available for use in that case only.

To create a tag

  1. Do one of the following:

    • To create a tag that is available for use in all cases, click the Application tab in the eDiscovery client, and then click the Tags tab.

    • To create a tag that is available for use in one case only, click the Cases tab and then click the required case in the left pane. Then click the Tags tab.

  2. Click New Tag. Alternatively, select an existing tag and then click Copy to create a new tag that is based on the properties of the old one.
  3. Type a name for the new tag and a description, if required.

    The tag names appear as options in a pop-up window at the bottom of the Review pane. Therefore, it is advisable to keep them short. eDiscovery displays the descriptions as tool tips when you hover the mouse pointer over the tag labels.

  4. In the Access Key box, type a shortcut key combination to associate with the tag.

    When reviewers press an access key combination, they can assign a specific tag to an item in the Review pane.

  5. In the Roles box, select the default user roles with which to associate the tag. Users who occupy these roles can apply this tag to the items that they review.
  6. Click Apply.