Arctera™ Insight eDiscovery Help

Last Published:
Product(s): Veritas Alta Archiving (1.0), Veritas Alta eDiscovery (1.0)
  1. About Arctera Insight eDiscovery
    1.  
      Introducing Arctera Insight eDiscovery
    2.  
      Insight eDiscovery key features
    3.  
      Insight eDiscovery term definitions
  2. Getting started with Insight eDiscovery
    1.  
      What's new in this release
    2.  
      Signing in to Insight eDiscovery
    3.  
      Logging off from Insight eDiscovery
    4.  
      Resetting a forgotten password
    5. About the Insight 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
    6.  
      Accessing your own archived emails
  3. Insight eDiscovery roles
    1.  
      About account roles and Insight 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.  
        Viewing previously executed but unsaved searches during an investigation
      4. 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
      5.  
        Exporting a summary report of searched items
      6.  
        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.  
        Working with Audio-Video files
      2.  
        Applying tags and legal hold to files
      3.  
        Applying labels to files
      4.  
        Exporting searched files
      5.  
        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.  
      Creating archive sets during investigation
    10. 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
    11. About labels
      1.  
        Creating a label
    12. About legal holds
      1.  
        Viewing the Legal Hold status of items
      2.  
        Viewing legally hold items
    13. About Tags
      1.  
        Updating tags
      2.  
        Removing items from tags
      3.  
        Deleting tags
    14. About search log
      1.  
        Viewing and exporting search log report
  5. Managing cases
    1.  
      About cases
    2.  
      About case workflow summary: eDiscovery Administrator
    3.  
      Creating case review statuses
    4.  
      Creating cases
    5.  
      Adding parent tags and their child tags
    6.  
      Applying tags to the searched items in cases
    7.  
      Removing tags of the searched items in cases
    8.  
      Viewing case details
    9.  
      Editing cases
    10. About searches in eDiscovery
      1.  
        Performing searches within cases
      2.  
        Saving searches in Review sets and Research sets
      3.  
        Viewing previously executed but unsaved searches a case review
      4.  
        Modifying saved searches of cases
      5.  
        Applying a search-level legal hold
      6.  
        Assigning review sets to reviewers
      7.  
        Generating a search summary report
  6. Managing case documents
    1.  
      Understanding document sets in cases
    2.  
      Moving case documents to production sets
    3. Understanding Archive Search
      1.  
        About Archive Searches
      2.  
        Creating research sets and archive sets
  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
      1.  
        Exporting an individual production set for emails, collaboration messages, or files
      2.  
        Exporting a collective production set for emails, collaboration messages, and files
  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. Insight 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. Insight eDiscovery Frequently Asked Questions
    1.  
      Frequently Asked Questions
  18. Best practices, limitations, and known issues
    1.  
      Best practices and limitations with Insight eDiscovery
    2.  
      Known issues with Insight eDiscovery
  19. Insight eDiscovery updates in previous releases
    1.  
      About the Insight eDiscovery updates in previous releases

Updating on-going and standard searches from Mailbox

You can update the on-going and the standard searches to change the search name, to specify the new tag name, and to apply a legal hold on a searches. While updating the searches from the My Mailbox node, you cannot send the on-going and the standard searches to the cases available in the eDiscovery tab.

To update an on-going or a standard search from your mailbox

  1. On the Investigations tab, select My Mailbox > On-going Searches or Standard Searches as required.
  2. To update the on-going search, select an on-going search, and click Update Search.

    Update the following information in the Update Search dialog box as required.

    Enter Saved Search Name

    Change the name for the saved search if required.

    Tag Name

    You can modify the option only if the On-going check box is selected.

    Specify a new tag name. By default Insight eDiscovery uses the saved search name.

    On-going

    Ensure that this check box is selected so that you can view this search under the on-going search list.

    For an on-going search, new items that meet the search criteria continue to be added after the search is created.

    Legal hold

    This option is available only if the On-going check box is selected.

    Select to place all items in this on-going search on legal hold. Emails on legal hold are not deleted from the archive.

    Save as new

    Click Save as new to save the selected on-going search as a new search. The original saved search remains unchanged.

  3. To update the standard search, select a standard search, and click Update Search.

    Update the following information in the Update Search dialog box as required.

    Enter Saved Search Name

    Change the name for the standard search if required.

    Tag Name

    You cannot change the Tag Name while updating the standard search. You can modify the option only if the On-going check box is selected.

    On-going

    Ensure that this check box is not selected. You can select this check box only if you want to save this search as an on-going search.

    Legal hold

    You cannot change this option while updating the standard search. You can modify this option only if the On-going check box is selected.

    Save as new

    You cannot save the existing standard searches as a new standard search. This option remains disabled in case of updating the standard searches.

  4. Click Update to save this updated search.

    • When the On-going check box is selected, the search is saved under the On-going Searches node.

    • Otherwise the search is saved under the Standard Searches node.