Arctera™ Insight eDiscovery Help

To export collaboration messages

1. On the eDiscovery tab, click Cases.
2. Search for and select the case in which you want to search collaboration messages.

   The selected Case_Name node appears below Cases.

3. Click New Search to create a new search. Else, expand Research Sets or Review Sets to select existing search.

   Note:

   You can access existing saved searches of the selected case from the Review Set and Research Set nodes. Alternatively, you can click New Search, specify a new criteria in the Advanced Search or the Query Search option to search for new collaboration messages for review.

   After performing a new search or accessing the existing searches from review set and research sets, the application displays the filtered emails, collaboration messages, and files in the details pane.

4. In the right pane, on the Collaboration tab, select the messages you want to export.
5. Click Export, and do any of the following:

   • Click Export selected messages to export all the selected messages from the search.

   • Click Export all messages to export all the messages available search.

   • Click Export by custodians to export all the messages from the selected custodians.

6. If you are exporting all or selected messages, in the Export Options dialog box, do the following:

   Message Format	Select the appropriate message format for batch export. Options include: JSON Note: This format is selected by default. When you select JSON format for export, files are downloaded in their original form, and not as JSON. EDRM Only
   Exclude Exported Messages	Select this option to exclude the exported messages.
   Enable AES-256 Encryption	Select this check-box if you want to secure the access of the downloaded export batch.
   Export Name	Provide the name for the batch you want to export. By default, it takes the Search Name. You can change it if required.
   Export Password	Enter the password that you want end user to provide when they access this exported batch of messages.
   Confirm Password	Repeat the same password for confirmation.
   Generate Azure SAS URL	Note: Users can see this button only if the Export to Azure private storage location feature in the Arctera Insight Management Console is enabled for them. Users can export items to their private Azure Blob storage location. Click Generate Azure SAS URL to get the Azure Blob SAS URL to access the location and save it for future use. For security reasons, the application does not show this URL the next time. However, if the SAS URL is misplaced for any reason, click Generate Azure SAS URL again to generate a new SAS URL and save it securely. After you click Export on the Export Options dialog box, all the selected items are exported to the Azure private storage location. You can use Microsoft Storage Explorer to access the exported items.
   Share Export	Click Select Admin to choose the recipients of this batch export and click Update. Note: You need to manually share the Export Password with the administrators and follow all the security specific rules of the organization.

7. If you are exporting messages by custodians, in the Add/Remove Custodians dialog box, search for and select the custodians.
8. Click Export.

   Note:

   The exported batch can either gets downloaded as a single or multiple file segments.

   
9. Click Click here to download the exported batch of messages.
10. To confirm the status of batch export, on the eDiscovery tab, under the selected case node, select Exports, and search this export batch name.