Veritas Enterprise Vault™ Discovery Accelerator Administrator's Guide

Last Published:
Product(s): Enterprise Vault (12.2)
  1. Introducing Discovery Accelerator
    1.  
      Key features of Discovery Accelerator
    2.  
      About the Discovery Accelerator components
    3.  
      The Discovery Accelerator process
    4.  
      About the deduplication feature in Discovery Accelerator
    5. Product documentation
      1.  
        White papers on the Veritas Support website
      2.  
        Discovery Accelerator training modules
  2. Introducing the Discovery Accelerator client
    1.  
      About the Discovery Accelerator client
    2.  
      Opening the Discovery Accelerator client
    3.  
      Finding your way around the Discovery Accelerator client
  3. Setting up and assigning roles
    1.  
      About the predefined Discovery Accelerator roles
    2. About the Discovery Accelerator permissions
      1.  
        About the facility to allow or deny permissions
    3.  
      Creating Discovery Accelerator roles
    4.  
      Editing the properties of Discovery Accelerator roles
    5.  
      Assigning Discovery Accelerator roles to users
    6.  
      Deleting Discovery Accelerator roles
  4. Working with cases
    1.  
      About Discovery Accelerator cases
    2.  
      Opening new Discovery Accelerator cases
    3.  
      Checking the progress of Discovery Accelerator cases
    4. Implementing analytics in Discovery Accelerator cases
      1.  
        Enabling a Discovery Accelerator case for analytics
      2.  
        Monitoring the progress of analytics data collection
      3.  
        Pausing and resuming analytics on a Discovery Accelerator case
      4.  
        Speeding up analytics data collection in low-bandwidth environments
      5.  
        Disabling analytics on a Discovery Accelerator case
    5.  
      Deleting Discovery Accelerator cases
  5. Setting up review marks and tags
    1.  
      About review marks
    2.  
      Creating review marks
    3.  
      How retained marks work
    4.  
      Editing review marks
    5.  
      Customizing the review marks that are associated with individual cases
    6.  
      Creating tags
    7. Creating tag groups
      1.  
        Creating a single-choice tag group
      2.  
        Creating a multiple-choice tag group
  6. Using rules to mark and tag items automatically
    1.  
      About analytics rules
    2. Creating analytics rules
      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
    3.  
      Overriding manual categorization
    4.  
      Editing analytics rules
    5.  
      Changing the priority levels of marking rules
    6.  
      About tagging rules
    7. 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
    8.  
      Deleting analytics rules
  7. Using Custodian Manager
    1.  
      About Custodian Manager
    2.  
      Guidelines on using Custodian Manager
    3.  
      Setting up custodians
    4.  
      Setting up custodian groups
    5.  
      Setting up custom custodian attributes
    6.  
      Setting the primary custodian attribute
    7.  
      Specifying the user account under which to synchronize custodians
    8.  
      Synchronizing with entire Active Directory domains and Domino servers
    9.  
      Setting the configuration options for Custodian Manager
  8. Searching for items
    1. About searching with Discovery Accelerator
      1.  
        Limitations on searching certain types of Skype for Business content
    2.  
      Creating and running Discovery Accelerator searches
    3.  
      About the search criteria options
    4.  
      Guidelines on conducting effective searches
    5.  
      Pausing and resuming Discovery Accelerator searches
    6.  
      About the Monitor Searches tab
    7.  
      Selecting the archives in which to search
    8.  
      Specifying the details of custom search attributes
    9. Defining email targets with Address Manager
      1.  
        Setting up targets
      2.  
        Adding targets to target groups
    10. Building Discovery Accelerator search schedules
      1.  
        Setting up new search schedules
      2.  
        Examples of recurring search schedules
    11.  
      Using Discovery Accelerator to search archived Skype for Business content
  9. 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
    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.  
      Changing how the Review pane looks
    13.  
      Setting your Review pane preferences
  10. Working with research folders
    1.  
      About research folders
    2.  
      Creating research folders
    3.  
      Copying items to research folders
    4.  
      Reviewing the items in research folders
    5.  
      Exporting items from research folders
    6.  
      Giving other users access to your research folders
    7.  
      Converting research folders into cases
  11. 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.  
      Identifying the archives that contain duplicates of a specific item
    6.  
      How to optimize export and production runs
    7.  
      Making the export IDs or Bates numbers visible in Microsoft Outlook
  12. Creating and viewing reports
    1.  
      About the Discovery Accelerator reports
    2.  
      Creating Discovery Accelerator reports
    3. 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
    4.  
      Viewing existing reports
    5.  
      Deleting reports
    6. About viewing Discovery Accelerator datasets using 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)
  13. Appendix A. Customizing Discovery Accelerator
    1. Setting Discovery Accelerator system configuration options
      1.  
        Ad Hoc Searches configuration options
      2.  
        Analytics Conversation Analysis configuration options
      3.  
        Analytics Data Collection configuration options
      4.  
        API configuration options
      5.  
        Auditing configuration options
      6.  
        Diagnostics configuration options
      7.  
        Document Conversion configuration options
      8.  
        Export/production configuration options
      9.  
        General configuration options
      10.  
        Home Page configuration options
      11.  
        Item Prefetch Cache configuration options
      12.  
        Item Prefetch Cache (Advanced) configuration options
      13.  
        Legal Hold configuration options
      14.  
        Policy Integration configuration options
      15.  
        Profile Synchronization configuration options
      16.  
        Reviewing configuration options
      17.  
        Search configuration options
      18.  
        Security configuration options
      19.  
        System configuration options
      20.  
        Vault Directory Synchronization configuration options
    2.  
      Customizing the columns in the Review pane
  14. Appendix B. Importing configuration data from an XML file
    1.  
      About importing configuration data
    2.  
      Sample XML files
    3.  
      Format of the Dataload.xml file
    4.  
      Format of the dataload XML file for Custodian Manager
    5.  
      Importing the configuration data
    6. About the ImportExport command
      1.  
        ImportExport syntax
      2.  
        Examples of ImportExport commands
  15. Appendix C. 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
  16. Appendix D. Troubleshooting
    1.  
      A security warning may appear when you preview certain items in the Review pane of the Discovery Accelerator client
    2.  
      Display issues when you run the Discovery Accelerator client in Windows 8 or later
    3.  
      Display issues when you open a Discovery Accelerator website in Internet Explorer 10 or later
    4.  
      Vault stores not displayed in the Discovery Accelerator client
    5.  
      Discovery Accelerator searches return unexpected results
    6.  
      Full-text search indexing is disabled by default in SQL Server
    7.  
      Custodian Manager lets you synchronize multiple custodians with the same Active Directory account
    8.  
      If a custodian belongs to one Active Directory domain but is a member of a group in a second domain, Custodian Manager may not update the custodian's details when it synchronizes with the second domain
    9.  
      Custodian Manager does not list the members of a custodian group after you delete the group and then restore it by synchronizing with Active Directory
    10.  
      Errors when exporting items from Discovery Accelerator
    11.  
      TNEF-encoded attachments to Internet Mail (.eml) messages may not be readable after you export the messages from a review set
    12.  
      Synchronization errors after you rename the SQL Server computer
    13.  
      Performance counter errors when the Accelerator Manager service starts
    14.  
      SQL Service Broker warning when restoring a customer database to a different server
    15. Issues with Discovery Accelerator reports
      1.  
        You receive the message "An error occurred creating the report" when you try to generate reports
      2.  
        Prompt to install SQL Server when printing a report for the first time
      3.  
        Reports that you export as CSV may not open properly in Microsoft Excel
      4.  
        Garbled Japanese characters when exporting reports in Acrobat format
      5.  
        Troubleshooting OData errors

Opening new Discovery Accelerator cases

You must have the Create and Configure Cases permission to open new cases. By default, only users with the role of Discovery System Admin have this permission.

To open a new Discovery Accelerator case

  1. Click the Cases tab in the Discovery Accelerator client.
  2. In the left pane, click All Cases.
  3. Click New at the top of the window.

    The case properties pane appears.

    Case properties pane
  4. Set the properties of the case. The table below describes the available fields.

    Case

    Name

    Identifies the case. Choose a name that indicates the nature of the case or the client.

    Case Status

    Determines whether case administrators and reviewers can access the case (Open) or not (Closed).

    Owner

    Specifies the Windows account of the user who is to have special privileges to manage the case. Click Select Owner to choose the owner from a list. A case cannot have multiple owners.

    If you change the name of the case owner, the original owner still retains administrative permissions. To prevent this, use the Role Assignment facility in the case to remove the assigned roles from the original owner.

    Legal Holds

    Put items on hold

    When this option is selected, places a hold on the items in the case so that users cannot delete them from the source Enterprise Vault archives.

    You must have the Manage Legal Holds permission to place holds on the items in a case. By default, all case administrators have this permission.

    Reason

    Provides a space for you to describe why you have placed the items on hold.

    Status

    Shows whether Discovery Accelerator is currently applying legal holds in the case.

    Number of items

    Shows the total number of items in the case.

    Number of holds

    Shows the number of items that Discovery Accelerator has placed on hold.

    Number of errors

    Shows the number of items that Discovery Accelerator has temporarily been unable to place on hold. By default, Discovery Accelerator makes two attempts to place an item on hold each time it performs a legal hold scan.

    Number of items not found

    Shows the number of items that Discovery Accelerator cannot place on hold because they no longer exist in the source Enterprise Vault archives.

    Remaining items

    Shows the number of items that Discovery Accelerator has yet to place on hold.

    Information

    Contains some information messages on the progress that Discovery Accelerator has made in placing the items on hold.

    Production details

    Size of the export ID

    For each item that you export or produce, specifies the number of digits to use for the export number in its file name. The default is 6.

    Next export number

    Specifies the export number to include in the file name of the next item that you export or produce.

    Prefix

    For each item that you export or produce, specifies the text to use as a prefix in its file name. You may want to use letters to identify the items in accordance with legal or company convention.

    The prefix can contain up to 10 characters, but it cannot include space characters or symbols such as \ / * ? | < and >.

    Show Example

    Displays a preview of the next export ID.

    Output folder

    Specifies the folder in which to store the items that you export or produce. By default, this folder is C:\ on the server that is running the Enterprise Vault Accelerator Manager service. To export the items to another computer, specify the path to a shared network drive, as in \\my_computer\exports.

    The folder path can contain up to 100 characters.

    Search details

    Searchable Vault Stores

    Specifies the vault stores in which to search for the items that are relevant to the case. Select or clear the box next to each vault store to include it in searches or exclude it from searches.

  5. Click Save.

More Information

About the Discovery Accelerator permissions

Assigning Discovery Accelerator roles to users