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

ItemMetrics - List by filter

POST https://<Reporting endpoint Base URL>/odata/ItemMetrics

Request body

The following filters can be used with the ItemMetrics API when invoked using the POST method. The system uses the AND operator between the filters to return the result based on the specified filters.

Name

Type

Description

Departments

Optional

Specifies the department to which the captured item belongs and returns item counts for items within that department.

Data Type: JSON array of integers 'id'(identifier fields) that is department IDs.

Limitation: As an input, the ItemMetrics API can pass maximum of 1000 Departments IDs.

CaptureType

Optional

Specifies the mode/technique used to capture the item in Discovery Accelerator and returns item counts for items with the specified capture type.

Data Type: JSON array of integers 'id'(identifier fields) that is CaptureType IDs.

Limitation: As an input, the ItemMetrics API can pass maximum 10 CaptureType IDs.

CaptureDateStart

Mandatory

Specifies the date on which items are captured or ingested in Discovery Accelerator is recorded as the CaptureDate for that item.

Returns item counts whose CaptureDate is greater than or equal to the specified CaptureDateStart.

Date format: yyyy-mm-dd

Data Type: JSON array of integers 'id'(identifier fields) that is CaptureDateStart.

CaptureDateEnd

Mandatory

Specifies the date on which items are captured or ingested in Discovery Accelerator is recorded as the CaptureDate for that item.

Returns item counts whose CaptureDate is less than or equal to the specified CaptureDateEnd.

Date format: yyyy-mm-dd

Data Type: JSON array of integers 'id'(identifier fields) that is CaptureDateEnd.

MessageDirections

Optional

Specifies whether the item was sent/received from within the organization or from an external source and returns item counts for items that have the specified message direction.

Data Type: JSON array of integers 'id'(identifier fields) that is MessageDirections IDs

Limitation: As an input, the ItemMetrics API can pass maximum 5 MessageDirections IDs.

MessageType

Optional

Specifies the type of captured items and returns item counts for items that have the specified message type.

Data Type: JSON array of integers 'id'(identifier fields) that is MessageType IDs.

Limitation: As an input, the ItemMetrics API can pass maximum 100 MessageType IDs on a single page.

Scenario 1:

To get the item counts for Departments IDs 7622, between CaptureDates 2023-11-24 and 2023-12-24 and having CaptureType as 1 or 3.

Sample Requests

POST https://<Reporting endpoint Base URL>/odata/ItemMetrics

{

{"CaptureDateStart": "2023-11-24",

"CaptureDateEnd": "2023-12-24",

"Departments": [7622],

"CaptureType": [1,3]

}

Sample response

Status code: 200 OK

Scenario 2

To get item counts for Department IDs 9 and 5, between CaptureDates 2023-06-01 and 2023-08-02 and having MessageType IDs as 7 or 8.

Sample request

POST https://<Reporting endpoint Base URL>/odata/ItemMetrics

{

"CaptureDateStart": "2023-06-01",

"CaptureDateEnd": "2023-08-02",

"Departments": [9,5],

"MessageType": [7,8]

}

Scenario 3:

To get item counts for Departments IDs 9 and 5 , between CaptureDates 2023-06-01 and 2023-08-02 and having MessageDirections as 1 or 2.

POST https://<Reporting endpoint Base URL>/odata/ItemMetrics

{

"CaptureDateStart": "2023-06-01",

"CaptureDateEnd": "2023-08-02",

"Departments": [9,5],

"MessageDirections": [1,2]

}

Scenario 4:

To get item counts for Departments IDs 9 and 5 , between CaptureDates 2023-06-01 and 2023-08-02 and having MessageType IDs as 7 or 8.

POST https://<Reporting endpoint Base URL>/odata/ItemMetrics

{

"CaptureDateStart": "2023-06-01",

"CaptureDateEnd": "2023-06-02",

"Departments": [9,5],

"MessageType": [7,8]

}

Supported OData Filters

See Supported OData query options.

Supported reporting endpoint API filters and their values

See Supported reporting endpoint API filters and their values.

Responses

See Responses.