Arctera™ Insight eDiscovery Help

Last Published:
Product(s): Veritas Alta Archiving (1.0), Veritas Alta eDiscovery (1.0)
  1. About Arctera Insight eDiscovery
    1.  
      Introducing Arctera Insight eDiscovery
    2.  
      Insight eDiscovery key features
    3.  
      Insight eDiscovery term definitions
  2. Getting started with Insight eDiscovery
    1.  
      What's new in this release
    2.  
      Signing in to Insight eDiscovery
    3.  
      Logging off from Insight eDiscovery
    4.  
      Resetting a forgotten password
    5. About the Insight eDiscovery user interface
      1. About the left navigation pane
        1.  
          Investigations tab
        2.  
          eDiscovery tab
      2.  
        About the title bar options
      3.  
        About the search bar
      4.  
        About the bottom navigation bar
      5.  
        About the Details pane
    6.  
      Accessing your own archived emails
  3. Insight eDiscovery roles
    1.  
      About account roles and Insight eDiscovery
    2.  
      Account role
    3.  
      Reviewer role
    4.  
      Administrator role
    5. Assigning account roles
      1.  
        Assigning the Reviewer role to an account
      2.  
        Assigning the Administrator role to an account
  4. Managing investigations
    1.  
      About Investigations
    2. About Targeted Collections
      1.  
        Configuring Targeted Collection for Microsoft Teams
      2.  
        Configuring Targeted Collection for OneDrive for Business
      3.  
        Configuring Targeted Collection for Exchange Online
      4.  
        Configuring Targeted Collection for Enterprise Vault
      5.  
        Configuring Targeted Collection for data import
      6.  
        Creating collection sets from archived targeted collector
    3.  
      About Managed Accounts
    4. About Searches in investigation
      1.  
        Creating a new search
      2.  
        Saving searches as on-going and standard searches
      3.  
        Viewing previously executed but unsaved searches during an investigation
      4. Updating on-going and standard searches
        1.  
          Updating on-going and standard searches from Mailbox
        2.  
          Updating an on-going or a standard search from Managed Accounts
      5.  
        Exporting a summary report of searched items
      6.  
        Deleting searches
    5. Working with searched emails
      1.  
        Applying tags and legal hold to emails
      2.  
        Applying labels to emails
      3.  
        Exporting searched emails
      4.  
        Exporting a search summary report for emails
      5.  
        Reassigning emails
      6.  
        Hiding and unhiding emails
      7.  
        Deleting emails permanently
    6. Working with searched collaboration messages
      1.  
        Searching collaboration messages during investigation
      2.  
        Applying tags and legal hold to collaboration messages
      3.  
        Applying labels to collaboration messages
      4.  
        Exporting collaboration messages
      5.  
        Exporting a search summary report for collaboration messages
    7. Working with searched files
      1.  
        Working with Audio-Video files
      2.  
        Applying tags and legal hold to files
      3.  
        Applying labels to files
      4.  
        Exporting searched files
      5.  
        Exporting a search summary report for files
    8. Working with Advanced ECA searches
      1.  
        Creating an Advanced ECA search
      2.  
        Updating an Advanced ECA search
      3.  
        Filtering an Advanced ECA search
      4. Applying tags to the Advanced ECA search items
        1.  
          Applying tags to emails in Advanced ECA search
        2.  
          Applying tags to collaboration messages in Advanced ECA search
        3.  
          Applying tags to files in Advanced ECA search
      5. Applying labels to the Advanced ECA search items
        1.  
          Applying labels to emails in Advanced ECA search
        2.  
          Applying labels to collaboration messages in Advanced ECA search
        3.  
          Applying labels to files in Advanced ECA search
      6. Exporting the Advanced ECA search items
        1.  
          Exporting emails from Advanced ECA search
        2.  
          Exporting collaboration messages from Advanced ECA search
        3.  
          Exporting files from Advanced ECA search
      7. Exporting an Advanced ECA search summary report
        1.  
          Exporting a search summary report for emails
        2.  
          Exporting summary report for collaboration messages
        3.  
          Exporting summary report for files
      8.  
        Reassigning emails from the Advanced ECA search
      9.  
        Printing the selected Advanced ECA searched items
      10.  
        Deleting an Advanced ECA search
    9.  
      Creating archive sets during investigation
    10. About Mail Reassignment
      1.  
        Reassigning emails
      2.  
        Viewing email reassignment status
      3.  
        Canceling the email reassignment activity
      4.  
        Generating a Mail Reassignment status report
      5.  
        Viewing mail reassignment notifications and status reports
    11. About labels
      1.  
        Creating a label
    12. About legal holds
      1.  
        Viewing the Legal Hold status of items
      2.  
        Viewing legally hold items
    13. About Tags
      1.  
        Updating tags
      2.  
        Removing items from tags
      3.  
        Deleting tags
    14. About search log
      1.  
        Viewing and exporting search log report
  5. Managing cases
    1.  
      About cases
    2.  
      About case workflow summary: eDiscovery Administrator
    3.  
      Creating case review statuses
    4.  
      Creating cases
    5.  
      Adding parent tags and their child tags
    6.  
      Applying tags to the searched items in cases
    7.  
      Removing tags of the searched items in cases
    8.  
      Viewing case details
    9.  
      Editing cases
    10. About searches in eDiscovery
      1.  
        Performing searches within cases
      2.  
        Saving searches in Review sets and Research sets
      3.  
        Viewing previously executed but unsaved searches a case review
      4.  
        Modifying saved searches of cases
      5.  
        Applying a search-level legal hold
      6.  
        Assigning review sets to reviewers
      7.  
        Generating a search summary report
  6. Managing case documents
    1.  
      Understanding document sets in cases
    2.  
      Moving case documents to production sets
    3. Understanding Archive Search
      1.  
        About Archive Searches
      2.  
        Creating research sets and archive sets
  7. Managing redaction reasons
    1.  
      About redaction reasons
    2.  
      Adding redaction reasons
    3.  
      Editing redaction reasons
    4.  
      Deleting redaction reasons
  8. Managing reviews
    1.  
      About reviewing cases
    2. Reviewing emails
      1.  
        Accessing emails for review
      2.  
        Applying tags to emails
      3.  
        Exporting emails
      4.  
        Exporting a search summary report for emails
      5.  
        Adding notes to emails
      6.  
        Applying review status to emails
      7.  
        Viewing audit history of emails
      8.  
        Printing emails
      9.  
        Restoring emails
      10.  
        Forwarding emails
    3. Reviewing collaboration messages
      1.  
        Accessing collaboration messages for review
      2.  
        Applying tags to collaboration messages
      3.  
        Applying legal hold to collaboration messages
      4.  
        Applying and removing review status to collaboration message
      5.  
        Exporting collaboration messages
      6.  
        Exporting a search summary report for collaboration messages
      7.  
        Adding notes to collaborative messages
      8.  
        Viewing audit history of collaborative messages
    4. Reviewing files
      1.  
        Accessing files for review
      2.  
        Applying tags to Files
      3.  
        Applying or removing legal hold to files
      4.  
        Applying and removing review status to files
      5.  
        Exporting files
      6.  
        Exporting a search summary report for files
      7.  
        Adding notes to files
      8.  
        Viewing audit history of files
      9.  
        Downloading files
    5.  
      Annotating and redacting email and file content in native viewer
  9. Managing production sets
    1.  
      About Production Sets
    2.  
      Moving items to production sets
    3.  
      Removing items from a production set
    4.  
      Locking and unlocking production sets
    5.  
      Configuring production set export options
    6. Exporting production sets
      1.  
        Exporting an individual production set for emails, collaboration messages, or files
      2.  
        Exporting a collective production set for emails, collaboration messages, and files
  10. Annotating and redacting content in native viewer
    1.  
      About annotations and redactions
    2.  
      Native viewer capabilities
    3.  
      Understanding the native viewer interface
    4.  
      Annotating email and file content
    5.  
      Redacting email and file content
    6.  
      Printing the annotated and redacted document
    7.  
      Downloading the annotated and redacted document
  11. Managing exports
    1.  
      About exports
    2.  
      Performing exports in Investigation and eDiscovery
    3.  
      Viewing export details of native documents
    4.  
      Viewing export details of production sets
    5.  
      Resubmitting failed export items
    6.  
      Option to maintain folder structure in the export
    7.  
      Canceling Export Batch
    8.  
      Email export FAQ
  12. Collaborative reports
    1.  
      About collaborative eDiscovery reporting
    2.  
      Report by email: Audit trail
    3.  
      Report by Case: Case History
    4.  
      Report by Case: Case Summary
    5.  
      Report by Archive: eDiscovery dashboard
  13. Insight eDiscovery alerts
    1.  
      Creating an alert
  14. Email Continuity
    1.  
      Managing Email Continuity
    2.  
      Viewing Continuity emails
  15. Methods for searching cases and accounts
    1.  
      Performing Advanced Search and Query Search
    2.  
      Search syntax for Advanced Search
    3.  
      About stop words and special characters
    4.  
      Phrase searches
    5. Boolean operator searches
      1.  
        AND operator search
      2.  
        OR operator search
      3.  
        NOT operator search
      4.  
        About using multiple Boolean operators
      5.  
        About using Boolean operators with phrase searches
      6.  
        About Boolean operators and special characters
    6.  
      Wildcard searches
    7.  
      Proximity searches
    8.  
      Double-byte character set searches
    9.  
      About enhanced searches in Japanese
    10.  
      Searchable attachment types
    11.  
      Search examples and tips
  16. Methods for searching tables and reports
    1.  
      About Quick Search and Criteria Search
    2.  
      Searching tables, lists, and reports
  17. Insight eDiscovery Frequently Asked Questions
    1.  
      Frequently Asked Questions
  18. Best practices, limitations, and known issues
    1.  
      Best practices and limitations with Insight eDiscovery
    2.  
      Known issues with Insight eDiscovery
  19. Insight eDiscovery updates in previous releases
    1.  
      About the Insight eDiscovery updates in previous releases

Signing in to Insight eDiscovery

When your company signs up for Insight eDiscovery, you are provided with a user name and password. With these credentials, you can log on to Insight eDiscovery and start using the features that you have the permissions to access.

Note:

Insight eDiscovery users should exercise caution when accessing their accounts from public computers, to maintain the confidentiality of company emails. This note applies especially for administrators and reviewers.

Note:

If your company signed up for Insight eDiscovery and you have not received your credentials, contact your administrator.

To log on to Insight eDiscovery

  1. Navigate to your Insight eDiscovery URL.
  2. Enter your username or DOMAIN\username and password.

    If you have problems accessing your account, check with your administrator first. If you continue to have difficulty logging on, contact your Technical Support Staff through your administrator.

  3. Select a Security option.

    Refer to the following table for more information:

    This is a public or shared computer

    Prompts you for your user name and password each time you access the logon screen, and logs you out after 20 minutes of inactivity.

    Default option selected

    This is a private computer

    Your credentials are stored in your browser's local profile cache for three months, letting you bypass the logon screen after your initial successful logon.

    You can clear this setting by logging out of Insight eDiscovery.

  4. Click Sign In.
  5. If the multi-factor authentication (MFA) is enabled for you, the OTP field appears on the authentication screen.

    This email-based authentication and the Time-based One Time Password (TOTP) authentication enhances the access and data security of Management Console. Administrators have the permission to enable or disable multi-factor authentication at the user and tenant level.

    • If the email-based authentication (EML) is enabled for you, a one-time password (OTP) is sent to your registered email address for authentication and access to the application. This OTP remains valid for 5 minutes from the time of receiving the email.

      Manually enter the OTP on the authentication screen within 5 minutes. Copy-pasting the OTP is not allowed. If you fail to provide OTP within 5 minutes of receiving it, the application displays a message that the OTP has expired. To obtain a new OTP, click Resend OTP. The application sends a new OTP.

    • If the Time-based One Time Password authentication (TOTP) is enabled for you, the application redirects you to an Authenticator Setup page as shown in the sample image below.

      Scan the QR Code using the Google or Microsoft Authenticator app on your mobile phone at the time of your first login

      Configure the Authenticator app on your mobile phone.

      Click Continue to get a time-based OTP in the Authenticator app.

      Enter that OTP in the OTP field of the Authentication page, and click Continue.

Configuring the Authenticator app on your mobile phone

If you have previously created an account for same user, please remove that entry and attempt to complete the setup again.

To install the Microsoft Authenticator app on your phone

  1. While installing the app, if prompted, allow notifications about the app.
  2. Upon installation, open the app and click the plus (+) icon at top and select Work or School account or Other account.
  3. Add your work account by using any of the following methods:
    • Use the installed authenticator app to scan the QR Code provided on the authentication page of Arctera Insight Archiving application.

    • Sign in with your application credentials and follow the screen instructions.

    Upon successful scanning or signing in, your account gets connected to Microsoft Authenticator.

To install the Google Authenticator app on your phone

  1. While installing the app, if prompted, allow notifications about the app.
  2. Upon installation, log in with your Google account credentials. Scroll down and click the plus (+) icon.
  3. Scan the QR Code with the Google Authenticator app. Your account gets connected to the Google Authenticator app.
Resetting the Authenticator device

If you accidently remove the account from authenticator app or misplace the device on which the app is installed, you can contact your administrator to request for resetting the Authenticator device for you.

About the New Features updates

Upon successful sign-in, the New Features window appears, presenting the latest release updates for Arctera Insight Management Console, Insight eDiscovery, Insight Personal Archive, Arctera Insight Capture, and Arctera Insight Surveillance as shown in the sample image below.

  • To temporarily hide this window, click Close.

  • To access this window later, click the profile icon and choose Show New Features.

  • To permanently hide this window, click Do Not Show Again. Subsequently, upon next login, this window will no longer appear. To enable its visibility, contact your system administrator. However, it will reappear automatically with the next release updates.

  • To read the complete release notes document, click View Detailed Release Notes.