Enterprise Vault™ Discovery Accelerator Administrator's Guide

Last Published:
Product(s): Enterprise Vault (15.0)
  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. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
  10. 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
  11. 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. 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)
    7.  
      Configuring a Power BI template for reporting
  12. 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
  13. Appendix B. Troubleshooting
    1.  
      Display issues when you open a Discovery Accelerator website in Internet Explorer 10 or later
    2.  
      Vault stores not displayed in the Veritas Surveillance web client
    3.  
      Full-text search indexing is disabled by default in SQL Server
    4.  
      TNEF-encoded attachments to Internet Mail (.eml) messages may not be readable after you export the messages from a review set
    5.  
      Synchronization errors after you rename the SQL Server computer
    6.  
      Performance counter errors when the Accelerator Manager service starts
    7.  
      SQL Service Broker warning when restoring a customer database to a different server
    8. 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
    9.  
      Troubleshooting Privileged Delete failures

Specifying the details of custom search attributes

When Enterprise Vault processes an item, it populates a number of the item's properties with information and stores this information with the archived item. For example, Enterprise Vault stores information about the retention category of each item and the number of attachments that it has. All this information is accessible in Discovery Accelerator searches; in the Custom attributes section of the search properties pane, you can enter the names of the relevant properties as free-form attributes.

See About the Enterprise Vault search properties.

If you want to search repeatedly for certain property information, you can define the property as a custom search attribute. Then the Custom attributes section of the search properties pane always contains a field in which you can enter the relevant property details.

You must have the Manage Search Attributes permission to specify the details of a custom search attribute. By default, only users with the role of Discovery System Admin have this permission.

To specify the details of a custom search attribute

  1. Click the Configuration tab in the Discovery Accelerator client, and then click the Search Attributes tab.
  2. Click New.
  3. In the Template list, select the attribute whose details you want to provide, or select New Search Attribute to define the details of a new one.

    The template attributes are as follows:

    Archived Date

    Searches for messages according to the date on which Enterprise Vault archived them.

    Categories And Keywords

    Searches for messages according to the category that the author has assigned to them.

    Conversation Tracking GUID

    Searches for messages that have been indexed with the specified conversation tracking identifier.

    Expiry Date

    Searches for messages according to the date on which their retention period expires.

    Languages

    Searches for messages in the specified language.

    Last Modified Date

    Searches for messages according to the date on which they were last modified.

    Message Class

    Searches for messages that fall into a specific message class, such as IPM.Appointment or IPM.Contact.

    Message Importance

    Searches for messages that are marked with a particular importance level.

    Message Security

    Searches for messages according to whether the author has digitally signed or encrypted them.

    Message Sensitivity

    Searches for messages that are marked with a particular sensitivity level.

    Number Of Days To Expiry

    Searches for messages that are scheduled for deletion in the specified number of days.

    Number Of Recipients

    Searches for messages that have the specified number of recipients.

    Original Identifier

    Searches for messages by their original identifier.

    Original Location

    Searches for messages according to their original folder location, such as the Inbox or Drafts folder.

    Saveset Identifier

    Searches for messages according to the identifier that is assigned to the saveset (.DVS) file.

    Vault Permission

    Searches for messages that are in all the folders to which you have access.

    When you select an attribute, Discovery Accelerator automatically adds predefined values to the other boxes.

  4. Check that the name, display name, and description are correct.

    For an attribute that third-party software has added to the X-Headers of SMTP items, add the prefix EVXHDR. to the attribute name. For example, EVXHDR.X-CompanyID.

  5. In the Type list, select the user interface elements with which to present the custom attribute options in Discovery Accelerator searches. This causes additional boxes to appear with which you can set additional options.

    The options are as follows:

    Single line

    A single-line box lets the user enter or edit short text strings.

    Multiple lines

    A multi-line text box lets the user enter or edit long strings over several lines.

    Checkboxes

    A check box is a square box that is selected or cleared to turn on or off an option. More than one check box can be selected.

    If you intend to set up multiple check boxes for a custom attribute, use the Column size box to specify the number of check boxes to group in a column. With a small column size and several check boxes, there may be more than one column per line. To display all the check boxes in a single row, set Column size to a number equal to or more than the number of check boxes.

    To assign values to the check box options, click New value and then type the names with which to label the options and their values. Select Selected to mark an option as selected by default.

    Radio buttons

    With a radio button, you make a choice among a set of mutually exclusive, related options. Users can choose one and only one option. Use the Column size box to indicate how the options are to be grouped, and the Values area to assign values to the options. Select Selected to mark an option as selected by default.

    List box

    With a list box, you can select from a set of values that are presented in a list that is always visible.

    If you select Multiple selection, you can hold down Shift or Ctrl to select several items from the list box. Assign values to the entries in the list box by clicking New value. Selected indicates the default value.

    Drop down list box

    A drop-down list is a closed version of a list box with an arrow next to it. Clicking the arrow opens the list.

    Assign values to the entries in the list box by clicking New value. Selected indicates the default value.

    Note the following:

    • When you specify the values to associate with custom attributes, enclose the values in double quotation marks.

    • For some of the attribute types, you can choose operators with which to qualify the values. To select multiple operators, hold down Ctrl or Shift and then click the required operators. For more information on the operators, see the Enterprise Vault API documentation.

  6. In the Data type drop-down list, specify the data format with which the values that you assign to the custom attribute must conform. The options are String, Number, and Date.
  7. Click Save.