Enterprise Vault™ Discovery Accelerator Administrator's Guide

Last Published:
Product(s): Enterprise Vault (14.2)
  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.  
      Restricting search results to correspond to Compliance Accelerator departments
    10. Defining email targets with Address Manager
      1.  
        Setting up targets
      2.  
        Adding targets to target groups
    11. Building Discovery Accelerator search schedules
      1.  
        Setting up new search schedules
      2.  
        Examples of recurring search schedules
    12.  
      Setting up custom message types
    13.  
      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. 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
  10. 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
  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
      1.  
        How to decrypt RMS-protected items
    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.  
      Specifying the Windows domains with which to synchronize employee details
    2. 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.  
        Privileged Delete configuration options
      16.  
        Profile Synchronization configuration options
      17.  
        Reviewing configuration options
      18.  
        Search configuration options
      19.  
        Security configuration options
      20.  
        System configuration options
      21.  
        Vault Directory Synchronization configuration options
    3.  
      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.  
      Errors when exporting items from Discovery Accelerator
    8.  
      TNEF-encoded attachments to Internet Mail (.eml) messages may not be readable after you export the messages from a review set
    9.  
      Synchronization errors after you rename the SQL Server computer
    10.  
      Performance counter errors when the Accelerator Manager service starts
    11.  
      SQL Service Broker warning when restoring a customer database to a different server
    12. Issues with Custodian Manager
      1.  
        Custodian Manager lets you synchronize multiple custodians with the same Active Directory account
      2.  
        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
      3.  
        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
      4.  
        Custodian Manager fails to synchronize with Domino LDAP users and groups whose names contain certain double-byte characters
    13. Issues with Discovery Accelerator reports
      1.  
        Prompt to install SQL Server when printing a report for the first time
      2.  
        Reports that you export as CSV may not open properly in Microsoft Excel
      3.  
        Garbled Japanese characters when exporting reports in Acrobat format
      4.  
        Troubleshooting OData errors
    14.  
      Troubleshooting Privileged Delete failures

Setting up custodians

You can enter a few custodian details and then populate the rest by synchronizing with the corresponding Active Directory or Domino LDAP directory account.

To set up a custodian

  1. In the Custodian Manager home page, click Custodians.
  2. In the Custodian Management page, click New Custodian.
  3. In the Create Custodian page, type the employee's name and the corresponding display name.
  4. In the Organization section, type the company details for the employee. Complete the boxes as follows:

    Title

    Specifies the custodian's job title.

    Department

    Identifies the custodian's department within the company.

    Start Date

    Your company policy should specify how this box is used. For example, the start date can indicate when the employee joined the company.

    End Date

    As with the start date, your company policy should specify how this box is used. For example, the end date can indicate when the employee left the company. This date is important for preserving accurate system information.

    Employee ID

    If your company's administration or finance department issues each employee with a unique company ID, you can enter it here.

    Username and Domino Username

    These names are mandatory if you want to synchronize information with either Active Directory or a Domino LDAP directory. Enter the name in the form domain\login_name, or click Browse to display a list of accounts and then select the one for this employee. Both names are optional but, if you want to associate a Windows account with a Domino account, you must set both.

  5. If you have set up any custom attribute values to assign to your custodians, add them in the Custom Attributes area.

    Click Add to select from a list of predefined attribute values or, for the attributes that accept free text values, type the value in the box. You can remove an existing value from an attribute by clicking Remove.

  6. In the Automatically Synchronize Properties section, specify whether regularly to update the custodian details with values in the associated Windows or Domino user account. This section is unavailable until you enter a user name in the Organization section.

    By default, Discovery Accelerator synchronizes custodians and groups every eight hours and every time the Discovery Accelerator service starts. To change this schedule, click Settings in the Custodian Manager home page, select Profile Synchronization in the drop-down list, and then set the required synchronization interval.

  7. In the Email Display Name Addresses section, list the display names that are currently associated with the custodian's email addresses.
  8. In the Email Addresses section, type all the email addresses associated with the custodian - one address per line. If you search for the items that were sent to or from this custodian, Discovery Accelerator includes all the listed addresses in the search. To ensure that you capture all the relevant items, remember to add old email addresses.
  9. Click OK.