Veritas Enterprise Vault™ Compliance Accelerator Reviewer's Guide

Last Published:
Product(s): Enterprise Vault (12.1)
  1. Introducing Compliance Accelerator
    1.  
      Key features of Compliance Accelerator
    2.  
      About the Compliance Accelerator client
    3.  
      Opening the Compliance Accelerator client
    4.  
      Finding your way around the Compliance Accelerator client
  2. Searching for items
    1.  
      Creating and running Compliance Accelerator searches
    2.  
      About the search criteria options
    3.  
      Guidelines on conducting effective searches
  3. Manually reviewing items
    1.  
      About reviewing with Compliance Accelerator
    2.  
      About the Review pane
    3.  
      Filtering the items in the Review pane
    4.  
      Assigning review marks to items
    5.  
      Adding comments to items
    6.  
      Viewing the history of items
    7.  
      Displaying printable versions of items
    8.  
      Downloading the original versions of items
    9.  
      Copying the item list to the Clipboard
    10. Escalating items
      1.  
        Assigning escalated items to other escalation reviewers
      2.  
        Closing escalated items
    11.  
      Changing how the Review pane looks
    12.  
      Setting your Review pane preferences
  4. Working with research folders
    1.  
      About research folders
    2.  
      Creating research folders
    3.  
      Reviewing the items in research folders
    4.  
      Exporting items from research folders
    5.  
      Giving other users access to your research folders
    6.  
      Copying items to research folders
    7.  
      Committing research folder items to the department review set
  5. Exporting items
    1.  
      Performing an export run
    2.  
      About the limits on the number of simultaneous export runs
    3.  
      Exporting items from the review set of an exception employee
    4.  
      Making the export IDs visible in Microsoft Outlook
  6. Creating and viewing reports
    1.  
      About the Compliance Accelerator reports
    2.  
      Creating Compliance Accelerator reports
    3. Available Compliance Accelerator reports
      1.  
        Compliance Supervisor Responsibility report
      2.  
        Department Roles Detail report
      3.  
        Department Roles Summary report
      4.  
        Differential Sampling Summary by Department report
      5.  
        Effective Roles by User report
      6.  
        Evidence of message type Review by Department/Employee reports
      7.  
        Item Aging by Department report
      8.  
        Message Stats Summary report
      9.  
        Message Summary report
      10.  
        Monitored IDs by Department report
      11.  
        Questioned Items by Department report
      12.  
        Responsibility by Department report
      13.  
        Responsibility by Reviewer report
      14.  
        Review Activity Summary by Department report
      15.  
        Reviewer Activity by Department report
      16.  
        Reviewer Activity Detail report
      17.  
        Reviewer Mapping report
      18.  
        Unreviewed Departments report
      19.  
        Unsupervised Departments report
    4.  
      Viewing existing reports
    5.  
      Deleting reports
    6. About viewing Compliance Accelerator datasets using the OData web service
      1.  
        Available Compliance Accelerator datasets
      2.  
        Accessing the Compliance Accelerator datasets
      3.  
        Using the OData service with Microsoft Excel
      4.  
        Using the OData service with Microsoft SQL Server Reporting Services (SSRS)
      5.  
        Troubleshooting OData errors

Opening the Compliance Accelerator client

Note the following:

  • If you use the Compliance Accelerator client a lot, you may want to create a shortcut for it on the Windows desktop.

  • If you want to run the Compliance Accelerator client on a Windows 8/8.1/10 computer then, for optimum performance, we recommend that you run it in Windows 7 or Windows XP compatibility mode. See the Windows documentation for guidelines on how to do this.

To open the Compliance Accelerator client

  1. Click the shortcut for the Compliance Accelerator client.

    After a few moments, the Select a Compliance Accelerator instance to connect to dialog box appears.

  2. In the Server box, type the name or IP address of the computer on which the Compliance Accelerator server software is running.

    You can type the IP address in either IPv4 or IPv6 format.

  3. In the Instance box, select the Compliance Accelerator instance (customer database) that you want to access. Click the down arrow at the right of the box to list the available instances.

    Each instance stores the details of a set of departments that you want to review. It also stores the associated user roles, search results, research folders, and more. Therefore, you may have multiple instances from which to choose.

  4. Uncheck Ask every time the application is opened if you always want to connect to the same instance without first displaying the Select a Compliance Accelerator instance to connect to dialog box.
  5. Click Connect.

    After a few moments, the home page of the Compliance Accelerator client appears.

    The Compliance Accelerator client

To close the Compliance Accelerator client

  • Click the close button in the upper-right corner of the window.