Veritas Alta™ eDiscovery User Guide

Last Published:
Product(s): Veritas Alta Archiving (1.0), Veritas Alta Surveillance (1.0), Veritas Alta eDiscovery (1.0), Veritas Alta Capture (1.0)
  1. About Veritas Alta eDiscovery
    1.  
      Introducing Veritas Alta eDiscovery
    2.  
      Alta eDiscovery key features
    3.  
      About classification
    4.  
      Alta eDiscovery term definitions
  2. Getting started with Alta eDiscovery
    1.  
      What's new in this release
    2.  
      Signing in to Alta eDiscovery
    3.  
      Logging off from Alta eDiscovery
    4. About the Alta eDiscovery user interface
      1. About the left navigation pane
        1.  
          Investigations tab
        2.  
          eDiscovery tab
      2.  
        About the title bar options
      3.  
        About the search bar
      4.  
        About the bottom navigation bar
      5.  
        About the Details pane
    5.  
      Accessing your own archived emails
  3. Alta eDiscovery roles
    1.  
      About account roles and Alta eDiscovery
    2.  
      Account role
    3.  
      Reviewer role
    4.  
      Administrator role
    5. Assigning account roles
      1.  
        Assigning the Reviewer role to an account
      2.  
        Assigning the Administrator role to an account
  4. Managing investigations
    1.  
      About Investigations
    2. About Targeted Collections
      1.  
        Configuring Targeted Collection for Microsoft Teams
      2.  
        Configuring Targeted Collection for OneDrive for Business
      3.  
        Configuring Targeted Collection for Exchange Online
      4.  
        Configuring Targeted Collection for Enterprise Vault
      5.  
        Configuring Targeted Collection for data import
      6.  
        Creating collection sets from archived targeted collector
    3.  
      About Managed Accounts
    4. About Searches in investigation
      1.  
        Creating a new search
      2.  
        Saving searches as on-going and standard searches
      3. Updating on-going and standard searches
        1.  
          Updating on-going and standard searches from Mailbox
        2.  
          Updating an on-going or a standard search from Managed Accounts
      4.  
        Exporting a summary report of searched items
      5.  
        Deleting searches
    5. Working with searched emails
      1.  
        Applying tags and legal hold to emails
      2.  
        Applying labels to emails
      3.  
        Exporting searched emails
      4.  
        Exporting a search summary report for emails
      5.  
        Reassigning emails
      6.  
        Hiding and unhiding emails
      7.  
        Deleting emails permanently
    6. Working with searched collaboration messages
      1.  
        Searching collaboration messages during investigation
      2.  
        Applying tags and legal hold to collaboration messages
      3.  
        Applying labels to collaboration messages
      4.  
        Exporting collaboration messages
      5.  
        Exporting a search summary report for collaboration messages
    7. Working with searched files
      1.  
        Applying tags and legal hold to files
      2.  
        Applying labels to files
      3.  
        Exporting searched files
      4.  
        Exporting a search summary report for files
    8. Working with Advanced ECA searches
      1.  
        Creating an Advanced ECA search
      2.  
        Updating an Advanced ECA search
      3.  
        Filtering an Advanced ECA search
      4. Applying tags to the Advanced ECA search items
        1.  
          Applying tags to emails in Advanced ECA search
        2.  
          Applying tags to collaboration messages in Advanced ECA search
        3.  
          Applying tags to files in Advanced ECA search
      5. Applying labels to the Advanced ECA search items
        1.  
          Applying labels to emails in Advanced ECA search
        2.  
          Applying labels to collaboration messages in Advanced ECA search
        3.  
          Applying labels to files in Advanced ECA search
      6. Exporting the Advanced ECA search items
        1.  
          Exporting emails from Advanced ECA search
        2.  
          Exporting collaboration messages from Advanced ECA search
        3.  
          Exporting files from Advanced ECA search
      7. Exporting an Advanced ECA search summary report
        1.  
          Exporting a search summary report for emails
        2.  
          Exporting summary report for collaboration messages
        3.  
          Exporting summary report for files
      8.  
        Reassigning emails from the Advanced ECA search
      9.  
        Printing the selected Advanced ECA searched items
      10.  
        Deleting an Advanced ECA search
    9. About Mail Reassignment
      1.  
        Reassigning emails
      2.  
        Viewing email reassignment status
      3.  
        Canceling the email reassignment activity
      4.  
        Generating a Mail Reassignment status report
      5.  
        Viewing mail reassignment notifications and status reports
    10. About labels
      1.  
        Creating a label
    11. About legal holds
      1.  
        Viewing legally hold items
    12. About Tags
      1.  
        Updating tags
      2.  
        Removing items from tags
      3.  
        Deleting tags
  5. Managing cases
    1.  
      About cases
    2.  
      About case workflow summary: eDiscovery Administrator
    3.  
      Creating case review statuses
    4.  
      Creating cases
    5.  
      Viewing case details
    6.  
      Editing cases
    7. About searches in eDiscovery
      1.  
        Performing searches within cases
      2.  
        Saving searches in Review sets and Research sets
      3.  
        Modifying saved searches of cases
      4.  
        Applying a search-level legal hold
      5.  
        Assigning review sets to reviewers
      6.  
        Generating a search summary report
  6. Managing case documents
    1.  
      Understanding document sets in cases
    2.  
      Moving case documents to production sets
    3.  
      Creating archive sets during investigation
    4.  
      Creating archive sets during case management
  7. Managing redaction reasons
    1.  
      About redaction reasons
    2.  
      Adding redaction reasons
    3.  
      Editing redaction reasons
    4.  
      Deleting redaction reasons
  8. Managing reviews
    1.  
      About reviewing cases
    2. Reviewing emails
      1.  
        Accessing emails for review
      2.  
        Applying tags to emails
      3.  
        Exporting emails
      4.  
        Exporting a search summary report for emails
      5.  
        Adding notes to emails
      6.  
        Applying review status to emails
      7.  
        Viewing audit history of emails
      8.  
        Printing emails
      9.  
        Restoring emails
      10.  
        Forwarding emails
    3. Reviewing collaboration messages
      1.  
        Accessing collaboration messages for review
      2.  
        Applying tags to collaboration messages
      3.  
        Applying legal hold to collaboration messages
      4.  
        Applying and removing review status to collaboration message
      5.  
        Exporting collaboration messages
      6.  
        Exporting a search summary report for collaboration messages
      7.  
        Adding notes to collaborative messages
      8.  
        Viewing audit history of collaborative messages
    4. Reviewing files
      1.  
        Accessing files for review
      2.  
        Applying tags to Files
      3.  
        Applying or removing legal hold to files
      4.  
        Applying and removing review status to files
      5.  
        Exporting files
      6.  
        Exporting a search summary report for files
      7.  
        Adding notes to files
      8.  
        Viewing audit history of files
      9.  
        Downloading files
    5.  
      Annotating and redacting email and file content in native viewer
  9. Managing production sets
    1.  
      About Production Sets
    2.  
      Moving items to production sets
    3.  
      Removing items from a production set
    4.  
      Locking and unlocking production sets
    5.  
      Configuring production set export options
    6.  
      Exporting production sets
  10. Annotating and redacting content in native viewer
    1.  
      About annotations and redactions
    2.  
      Native viewer capabilities
    3.  
      Understanding the native viewer interface
    4.  
      Annotating email and file content
    5.  
      Redacting email and file content
    6.  
      Printing the annotated and redacted document
    7.  
      Downloading the annotated and redacted document
  11. Managing exports
    1.  
      About exports
    2.  
      Performing exports in Investigation and eDiscovery
    3.  
      Viewing export details of native documents
    4.  
      Viewing export details of production sets
    5.  
      Resubmitting failed export items
    6.  
      Option to maintain folder structure in the export
    7.  
      Canceling Export Batch
    8.  
      Email export FAQ
  12. Collaborative reports
    1.  
      About collaborative eDiscovery reporting
    2.  
      Report by email: Audit trail
    3.  
      Report by Case: Case History
    4.  
      Report by Case: Case Summary
    5.  
      Report by Archive: eDiscovery dashboard
  13. Alta eDiscovery alerts
    1.  
      Creating an alert
  14. Email Continuity
    1.  
      Managing Email Continuity
    2.  
      Viewing Continuity emails
  15. Methods for searching cases and accounts
    1.  
      Performing Advanced Search and Query Search
    2.  
      Search syntax for Advanced Search
    3.  
      About stop words and special characters
    4.  
      Phrase searches
    5. Boolean operator searches
      1.  
        AND operator search
      2.  
        OR operator search
      3.  
        NOT operator search
      4.  
        About using multiple Boolean operators
      5.  
        About using Boolean operators with phrase searches
      6.  
        About Boolean operators and special characters
    6.  
      Wildcard searches
    7.  
      Proximity searches
    8.  
      Double-byte character set searches
    9.  
      About enhanced searches in Japanese
    10.  
      Searchable attachment types
    11.  
      Search examples and tips
  16. Methods for searching tables and reports
    1.  
      About Quick Search and Criteria Search
    2.  
      Searching tables, lists, and reports
  17. Alta eDiscovery Frequently Asked Questions
    1.  
      Frequently Asked Questions
  18. Best practices, limitations, and known issues
    1.  
      Best practices and limitations with Alta eDiscovery
    2.  
      Known issues with Alta eDiscovery
  19. Alta eDiscovery updates in previous releases
    1.  
      About the Alta eDiscovery updates in previous releases

Viewing case details

To view the details of a case

  1. On the eDiscovery tab, select the Cases node to display a list of cases.

    If you are a reviewer, Alta eDiscovery lists only those cases to which you have been assigned.

  2. If you have the required permissions the Hide Completed check box is available above the case list. To list only the active cases, select the check box.
  3. To view the details of a case, select a case from the Case List. A summary of the reviewers and custodians for the case appears below the list.

    Under the Cases node in the left pane a case_name node appears for the selected case. This node contains a number of sub-nodes that provide details of the case as follows. The available options depend on your permissions:

    • case_name: Click this node to display the Edit Case pane. If you have the required permissions you can edit the details of the case in this pane.

      See Editing cases.

    • Summary: Click this node to view a Case Information Summary table.

    • Case Documents: Click this node to view Collection Sets and Archive Sets created for the corresponding case. You can easily differentiate these sets as the icons are different for them. Refer to the sample image below.

      • Collection Set: When you collect the items from Targeted Collectors, the document set is called an Collection Set.

      • Archive Set: When you collect the items from Archives, the document set is called an Archive Set.

      • All Documents: When you want to see documents from collection sets and archive sets of a case, click this node.

    • New Search: From this node you can perform new searches. or run any saved searches that are related to the case.

      See Performing searches within cases.

    • Research Set: A Research Set is a collection of searches saved in a particular case. These searches are not assigned to reviewers. Emails continue to be added to Research Sets until a reviewer is assigned. Click this node to view the case-specific searches saved for preliminary research.

    • Review Set: A Review Set is collection of searches saved for a particular case. Searches are assigned to the reviewers of the case. You can allocate a percentage of the search results to each reviewer. Click this node to view the case-specific searches saved for review.

    • Tags: Click this node to view all of the tag assignments for the case.

    • Production Sets: Click this node to view all the production sets created within a case.

    • Exports: Click this node to view the exports-specific details of the selected case.

    • Case History: Click this node to view a table of actions that were performed on this case.