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

Export/production configuration options

Use these settings to configure the output when users export or produce items from Discovery Accelerator for offline review.

Add Bate identifier to File System exports

Specifies whether to add an identifying Bates number to the file name of each exported item that Enterprise Vault has archived through File System Archiving (FSA).

The options are as follows:

  • 0. Omit the Bates number.

  • 1. Add the Bates number to the start of the file name. This option is the default option.

  • 2. Append the Bates number to the end of the file name.

Always date stamp exported File System items

Specifies whether to append a last-modified date stamp to the file name of each exported item that Enterprise Vault has archived through File System Archiving (FSA). By default, Discovery Accelerator appends the date stamp.

Automatic retry: Maximum retries

Specifies the maximum number of attempts that Discovery Accelerator makes to repeat an export run that failed for any reason. Set the value to 0 to stop Discovery Accelerator from retrying the run.

Automatic retry: Minimum time between retries (minutes)

Specifies the minimum delay in minutes between automatic attempts to repeat a failed export or production run. By default, Discovery Accelerator waits five minutes between retries.

Note that Discovery Accelerator multiplies this value by the number of retries. So, if this value is 5, the delay between retries starts at five minutes and increases to 10, 15, and so on with subsequent retries.

Custom conversion extension

Specifies the file name extension of the files to create when exporting items for viewing outside Discovery Accelerator. For example, you would specify .xls as the extension for export files in Microsoft Excel format.

Custom conversion file

Specifies the name of the template file to use when exporting files in their custom format. For example, if you have created a template file for exporting items in Microsoft Excel format, you can enter ExcelReport.xslt as the file name.

Default export folder

Specifies the default folder on the Discovery Accelerator server to use for exported items. If you do not specify a default export folder, Discovery Accelerator uses the folder c:\Discovery Accelerator Export\customer_name.

The folder path can contain up to 100 characters.

Default Production status

Specifies the status that you want to set as the default current status when you perform an export run.

Type one of the following values:

  • 0. N/A

  • 1. Pending

  • 2. Reviewed

  • 3. Questioned

Default to Unicode for PST and MSG

Specifies whether to export PST and MSG files in Unicode (Outlook 2003 and later) format or ANSI (Outlook 97 through 2002) format. By default, Discovery Accelerator exports the items in Unicode format.

Domino Export Template

Specifies the name of the file to use as a template when exporting files to a Notes Database Template (NTF) file. The default file name is accelexp.ntf.

Domino ID File

Specifies the name of the .id file that is used for local Domino authentication when exporting files to an NTF file. The default file name is Accelerator.id.

Domino Password

Specifies the password that is used for local Domino authentication when exporting files to an NTF file.

Enable Production threads

Specifies whether to enable or disable all exporting and production facilities. By default, Discovery Accelerator enables these facilities.

HTML conversion file

Lets you download, edit, and then upload an XSL style sheet. This style sheet serves as the template for all the export reports that Discovery Accelerator generates in HTML format.

Maximum production retry for items stored on slow devices

Specifies the number of attempts that Discovery Accelerator makes to retrieve an item from an offline device, such as a tape drive, before giving up. Enter a value between 1 and 1000, where the default is 120.

Minimum number of minutes between retries for items stored on slow devices (min)

Specifies the number of minutes that Discovery Accelerator waits between retry attempts when trying to retrieve an item from an offline device. Enter a value between 1 and 300, where the default is 5.

Number of production report threads

Specifies the number of threads that Discovery Accelerator assigns to generating reports of export runs. The default is 5.

Number of production threads per production run

Specifies the number of threads in the SQL connection pool that Discovery Accelerator assigns to each export or production run. Enter a value in the range 1 to 25, where the default is 25.

See also the configuration setting "Total number of production threads per customer".

To determine the maximum number of export or production runs that you can conduct simultaneously, divide the "Total number of production threads per customer" by the "Number of production threads per production run". For example, if you specify 100 for the first setting and 25 for the second setting, you can conduct up to four export or production runs simultaneously. If you try to conduct further export or production runs, Discovery Accelerator holds them in a queue until the required number of threads is available.

Production order Search by RunDate

Sets the order in which Discovery Accelerator lists the searches when you set the criteria for an export run. You can choose to sort the searches by name or by run date. By default, Discovery Accelerator sorts the searches by name.

PST ExportID Column Name

In Microsoft Outlook, specifies the label for the column in which to show Discovery Accelerator export IDs. The default label is "Bate Number". When you export items from Discovery Accelerator as a Personal Folders (.pst) file, and then import this file into Outlook, the export IDs of the items appear in this column.

PST Folder Name

Specifies the Outlook folder in which to place the items after you import a Personal Folders (.pst) file that you exported from Discovery Accelerator.

Report chunk size

Specifies the number of exported items to list in each report file. The default is 25000.

Show PST version option on export run

Specifies whether, when you undertake an export run, Discovery Accelerator prompts you to select a PST version: Outlook 97-2002 (ANSI) or Outlook 2003 (Unicode). By default, Discovery Accelerator does not display the prompt.

Show review page on export

Specifies whether, when you initiate an export run or production run, Discovery Accelerator first opens the Review pane. This facility lets you browse the items before you proceed with the run. By default, Discovery Accelerator does not display the Review pane.

TAB Conversion file

Lets you download, edit, and then upload an XSL style sheet. This style sheet serves as the template for all the export reports that Discovery Accelerator generates in tab-separated format.

Total number of production threads per customer

Specifies the maximum number of threads per customer that Discovery Accelerator assigns when it conducts export or production runs. Enter a value between 50 and 1000, where the default is 100.

See also the configuration setting "Number of production threads per production run".

More Information

Making the export IDs or Bates numbers visible in Microsoft Outlook