Enterprise Vault™ Discovery Accelerator Reviewer's Guide

Last Published:
Product(s): Enterprise Vault (15.0)
  1. Introducing Discovery Accelerator
    1.  
      About the Discovery Accelerator components
    2.  
      Key features of Discovery Accelerator
    3. Product documentation
      1.  
        White papers on the Veritas Support website
      2.  
        "How To" articles on the Veritas Support website
      3.  
        Discovery Accelerator training modules
  2. Introducing Veritas Surveillance
    1.  
      About Veritas Surveillance
    2.  
      Routine operations executed with Veritas Surveillance
    3.  
      About Veritas Surveillance system security
    4.  
      Feature comparison: Discovery Accelerator desktop client Vs Veritas Surveillance web client
  3. Searching for items
    1. Creating and running Discovery Accelerator searches
      1.  
        Limitations on searching certain types of Skype for Business content
    2.  
      About the search criteria options
    3.  
      Guidelines on conducting effective searches
  4. Manually reviewing items
    1. About reviewing with Discovery Accelerator
      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
        1.  
          About the search attributes
        2. About the operators
          1.  
            Guidelines on using the NEAR operator condition in Discovery Accelerator rules
        3.  
          About SQL Server stopwords
        4. 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
    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
  5. 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
  6. 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.  
      Making the export IDs or Bates numbers visible in Microsoft Outlook
  7. Creating and viewing reports
    1.  
      About the Discovery Accelerator 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 Discovery Accelerator reports
    4. Available Discovery Accelerator 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.  
      Deleting reports
    7. Accessing reports through the OData web service
      1.  
        Available Discovery Accelerator datasets
      2.  
        Accessing the Discovery 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
    8.  
      Configuring a Power BI template for reporting
  8. Appendix A. Enterprise Vault properties for use in Discovery Accelerator 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 Compliance Accelerator-processed items
    7.  
      Custom properties for use by policy management software
    8.  
      Custom properties for Enterprise Vault SMTP Archiving

Routine operations executed with Veritas Surveillance

This section lists the regularly performed operations by the Veritas Surveillance administrators and reviewers. Access the following link to understand the below-mentioned workflows in detail.

Veritas Surveillance Administrator's Guide

  • Monitoring statistics on dashboard

    Users can view the status summary of recently reviewed departments, pin or unpin departments to monitor review status, change the order of pinned departments, and access summaries for escalated items and searches and exports.

  • Managing employees and employee groups

    Users can create and edit individual employee profiles and employee groups.

  • Managing departments

    Users can search existing departments, create new departments, move existing departments under others, and delete departments. Furthermore, users can monitored employees and groups, edit monitoring policies, department details, and monitoring policy details, manage exception employees, designate exception status to employees, assign exception reviewers, remove exception status and reviewers, and enable or disable departments for monitoring.

  • Managing (configuring) department users

    Users can assign individuals to departments, remove users from departments, add new roles for users, remove roles, and manage role assignments for a user within departments.

  • Managing department and application-level searches

    Users can follow guidelines for effective searches, create and execute department-level searches, pause and resume searches, download search details for archives, disable scheduled searches, preview search results, accept or reject search results, and resubmit searches as needed.

  • Managing search schedules

    Users can set up new search schedules, including both one-time and recurring schedules. Additionally, they can edit and delete existing search schedules as needed.

  • Managing department and application-level hotwords and hotwords sets

    Users can create new hotwords and hotwords sets, modify the existing ones, and delete them if no longer needed.

  • Managing department and application-level archives

    Users can customize (include and exclude) Enterprise Vault Archives that Veritas Surveillance uses to search for items. Users can set searchable archives for each department and synchronize these archives manually besides the routine synchronization.

  • Managing department and application-level labels

    Users can create new labels, modify the existing ones, activate them for use, and deactivate them if no longer needed.

  • Managing department and application-level review comments

    Users can add new review comments, modify the existing ones, and delete them if no longer needed.

  • Managing users, roles, and permissions

    Users can leverage predefined roles and permissions, add new roles for both individual users and employee groups, edit user roles and permissions, delete user roles, assign roles to users and employee groups, restrict users from using hotwords in searches, and remove assigned user roles.

  • Managing exports

    Users can export the review items from Veritas Surveillance if you want to review items offline or present them as evidence to a third party.

  • Managing reviews

    Users can rearrange columns in the item list pane to customize the display based on their preferences.

    They can filter items by selecting the required facets, facilitating focused attention on specific content. Reviewing Audio-Video Transcript type items is made efficient, along with checking tags and hotwords statistics for comprehensive analysis.

    Users have the flexibility to add or remove text for machine learning purposes, and they can assign review status to items seamlessly. Furthermore, users can view hotwords highlighting, both within the content and collaboration messages, as well as tags highlighting and tags within collaboration messages.

    The platform allows users to open the full content in a new window, add comments to items, and escalate review items when necessary. The history of items can be easily reviewed, and users have options for printing, downloading items, and their attachments.

    Most importantly, users can access the intelligent review details for a comprehensive understanding of the reviewed content.

  • Managing reports

    Though the SSRS reports support is discontinued, users can access the previously SSRS reports. In addition, users can access OData reports and a few enhanced report by using various APIs.

  • Managing Audit Settings

    Users can control the configuration settings for the Enhanced Auditing feature. However, it is possible if the Auditing feature is configured and enabled in the system.

  • Working with Audit viewer

    If the Enhanced Auditing feature is set up and activated for a customer, audit records for that customer are transmitted to the audit server when specific operations and modifications occur in the modules selected in the Audit Settings.

    Logging includes changes made in Veritas Surveillance, Compliance Accelerator, or both. The Audit viewer allows users to search and export audit records for various modules and operations at the application, department, and folder levels.