Enterprise Vault™ Discovery Accelerator Administrator's Guide

Last Published:
Product(s): Enterprise Vault (15.1)
  1. Introducing Discovery Accelerator
    1.  
      Key features of Discovery Accelerator
    2.  
      The Discovery Accelerator process
    3.  
      About the deduplication feature in Discovery Accelerator
    4. Product documentation
      1.  
        White papers on the Veritas Support website
      2.  
        Discovery Accelerator training modules
  2. Overview and latest updates
    1.  
      About Compliance Accelerator desktop application-specific updates
  3. Configuring Compliance Accelerator Desktop Client
    1. Importing configuration data from an XML file
      1.  
        About importing configuration data
      2.  
        Format of the Dataload.xml file
      3.  
        Importing the configuration data
    2.  
      Specifying the Windows domains with which to synchronize employee details
    3.  
      Setting up custom message types
    4. Setting Discovery Accelerator system configuration options
      1.  
        Ad Hoc Searches configuration options
      2.  
        Auditing configuration options
      3.  
        Diagnostics configuration options
      4.  
        Document Conversion configuration options
      5.  
        Export/production configuration options
      6.  
        General configuration options
      7.  
        Home Page configuration options
      8.  
        Item Prefetch Cache configuration options
      9.  
        Item Prefetch Cache (Advanced) configuration options
      10.  
        Policy Integration configuration options
      11.  
        Profile Synchronization configuration options
      12.  
        Reviewing configuration options
      13.  
        Search configuration options
      14.  
        Security configuration options
      15.  
        System configuration options
      16.  
        Vault Directory Synchronization configuration options
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
  10. 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
  11. 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
  12. 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
  13. 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
  14. 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
  15. 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

The Discovery Accelerator process

Figure: Steps in the Discovery Accelerator process provides an overview of the steps in the discovery process.

Figure: Steps in the Discovery Accelerator process

Steps in the Discovery Accelerator process

You typically perform the steps in the Discovery Accelerator process in the following order:

  • The Discovery Accelerator system administrator sets up a case.

    All the messages and files that relate to the case are already stored in Enterprise Vault archives. Typically, mailbox archives are journal mailbox archives, but you can include individual user mailboxes in searches. You can also search public folder, file system, and SharePoint archives.

  • A user with search permissions creates a search of journal mailboxes and file system archives.

    The searches that you create with Discovery Accelerator are highly configurable. The criteria that you specify can include words and phrases to search for, date ranges, message size and type, author and recipient details, attachment details, and more.

  • When the search finishes, the user who ran the search can check that the results are as expected. If the user chooses to accept the results, Discovery Accelerator adds them to the case review set.

  • The administrator assigns the items in the case review set to reviewers so that they can view and mark them.

    Optionally, the administrator can choose to enable analytics on the case. This facility provides additional analyses of the metadata and content of items that are collected in the case. Among the extra benefits that analytics provides are the options to do the following:

    • Set up rules by which Discovery Accelerator automatically marks or categorizes the items that it adds to the case. Classifying large numbers of items without much human intervention ultimately results in better and smaller review sets for manual review.

    • Examine and review entire conversation threads in one view.

    • Conduct quick or advanced searches within the items in a case.

    These facilities deliver a new review experience that is known as Guided Review.

  • The marked items are published in a suitable form. The available formats include PST, Domino NSF database, HTML, MSG, and ZIP.

    You can choose to produce or export the items. The production process generates a Bates number for each item. This process also locks the item to stop reviewers from changing the mark that is assigned to it. The export process does not generate a Bates number for an item or lock the item, so reviewers can continue to work on it.