Enterprise Vault™ Discovery Accelerator Administrator's Guide
- Introducing Discovery Accelerator
- Introducing the Discovery Accelerator client
- Setting up and assigning roles
- Working with cases
- Setting up review marks and tags
- Using rules to mark and tag items automatically
- Using Custodian Manager
- About Custodian Manager
- Guidelines on using Custodian Manager
- Setting up custodians
- Setting up custodian groups
- Setting up custom custodian attributes
- Setting the primary custodian attribute
- Specifying the user account under which to synchronize custodians
- Synchronizing with entire Active Directory domains and Domino servers
- Setting the configuration options for Custodian Manager
- Searching for items
- About searching with Discovery Accelerator
- Creating and running Discovery Accelerator searches
- About the search criteria options
- Guidelines on conducting effective searches
- Pausing and resuming Discovery Accelerator searches
- About the Monitor Searches tab
- Selecting the archives in which to search
- Specifying the details of custom search attributes
- Restricting search results to correspond to Compliance Accelerator departments
- Defining email targets with Address Manager
- Building Discovery Accelerator search schedules
- Setting up custom message types
- Using Discovery Accelerator to search archived Skype for Business content
- Manually reviewing items
- About reviewing with Discovery Accelerator
- About the Review pane
- Filtering the items in the Review pane
- Searching within the review set
- Finding all items in the same conversation
- Assigning review marks and tags to items
- Adding comments to items
- Viewing the history of items
- Displaying printable versions of items
- Downloading the original versions of items
- Copying the item list to the Clipboard
- Deleting items from Enterprise Vault archives
- Changing how the Review pane looks
- Setting your Review pane preferences
- Working with research folders
- About research folders
- Creating research folders
- Editing the properties of research folders
- Copying items to research folders
- Reviewing the items in research folders
- Exporting items from research folders
- Giving other users access to your research folders
- Removing items from research folders
- Converting research folders into cases
- Deleting folders
- Exporting and producing items
- About exporting and producing items
- How exporting differs from producing
- Performing an export or production run
- About the limits on the number of simultaneous export and production runs
- Identifying the archives that contain duplicates of a specific item
- How to optimize export and production runs
- Making the export IDs or Bates numbers visible in Microsoft Outlook
- Creating and viewing reports
- Appendix A. Customizing Discovery Accelerator
- Specifying the Windows domains with which to synchronize employee details
- Setting Discovery Accelerator system configuration options
- Ad Hoc Searches configuration options
- Analytics Conversation Analysis configuration options
- Analytics Data Collection configuration options
- API configuration options
- Auditing configuration options
- Diagnostics configuration options
- Document Conversion configuration options
- Export/production configuration options
- General configuration options
- Home Page configuration options
- Item Prefetch Cache configuration options
- Item Prefetch Cache (Advanced) configuration options
- Legal Hold configuration options
- Policy Integration configuration options
- Privileged Delete configuration options
- Profile Synchronization configuration options
- Reviewing configuration options
- Search configuration options
- Security configuration options
- System configuration options
- Vault Directory Synchronization configuration options
- Customizing the columns in the Review pane
- Appendix B. Importing configuration data from an XML file
- Appendix C. Enterprise Vault properties for use in Discovery Accelerator searches
- About the Enterprise Vault search properties
- System properties
- Custom Enterprise Vault properties
- Custom Enterprise Vault properties for File System Archiving items
- Custom Enterprise Vault properties for SharePoint items
- Custom Enterprise Vault properties for Compliance Accelerator-processed items
- Custom properties for use by policy management software
- Custom properties for Enterprise Vault SMTP Archiving
- Appendix D. Troubleshooting
- A security warning may appear when you preview certain items in the Review pane of the Discovery Accelerator client
- Display issues when you run the Discovery Accelerator client in Windows 8 or later
- Display issues when you open a Discovery Accelerator website in Internet Explorer 10 or later
- Vault stores not displayed in the Discovery Accelerator client
- Discovery Accelerator searches return unexpected results
- Full-text search indexing is disabled by default in SQL Server
- Errors when exporting items from Discovery Accelerator
- TNEF-encoded attachments to Internet Mail (.eml) messages may not be readable after you export the messages from a review set
- Synchronization errors after you rename the SQL Server computer
- Performance counter errors when the Accelerator Manager service starts
- SQL Service Broker warning when restoring a customer database to a different server
- Issues with Custodian Manager
- Custodian Manager lets you synchronize multiple custodians with the same Active Directory account
- 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
- 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
- Custodian Manager fails to synchronize with Domino LDAP users and groups whose names contain certain double-byte characters
- Issues with Discovery Accelerator reports
- Troubleshooting Privileged Delete failures
About the Review pane
The Review pane lets you review and mark the items in a review set. The pane is divided into the following areas:
The following sections describe each area of the Review pane. You can also read more about them in the Effective Reviewing white paper.
The following sections describe the areas of the review pane:
The header area provides options for customizing the view and selecting different items to display.
 | Maximizes the Review pane by hiding the button bar across the top of the Discovery Accelerator window. Click the button again to restore the button bar. |
 | Lets you view the items that you have copied to a research folder for further investigation. |
 | Lets you perform a search that is based on the currently selected item. |
 | Sets your preferences for the Review pane. |
View | Lets you hide or change the position of the Reading pane and set the size of the text to display in it. |
Unreviewed | Shows the number of items in the list that you have yet to review. |
Item | Shows the Discovery Accelerator ID of the highlighted item. If you know the ID of an item that you want to review, type it here and then press the Enter key to display the item. |
Group | Groups the items in the list by date, author, subject, or policy action. Display or hide the items in a group by clicking the down-arrow or up-arrow button at the left. |
Sort | In lists where you have chosen not to group the items, lets you sort the items by date, author, subject, or policy action. |
Stack | Lets you hide or show duplicate items and similar items in the review set. Discovery Accelerator considers items to be duplicates when they have exactly the same content. The items that Discovery Accelerator considers to be similar have the same metadata properties, such as their author display names, subjects, and number of attachments. The option to hide or show duplicate items is available only in cases that you have enabled for analytics. However, the option to hide or show similar items is available in all cases, regardless of whether you have enabled them for analytics. If you sort the items before you select an option in the field then, after you have selected the option, the items may no longer be in the original sort order. For example, this is the case if you first choose to sort the items by the column and then select one of the options. For more information on the deduplication features in Discovery Accelerator, see the Accelerator Deduplication white paper. |
 | Downloads the current item in its original form and opens it in the appropriate application. You can also download an item by right-clicking the item and then clicking . |
 | Shows or hides the hit highlighting navigation controls at the bottom of the Reading pane. |
 | Finds all the items that share the same subject line as the selected item. This feature also generates a hierarchy view for Exchange mail items. |
 | Sends the current item for printing. |
Mark | Shows the mark that is assigned to the current item. |
Status | Shows the status of the current item. |
 | Lets you get more context of the selected chat item by enabling virtual scrolling. Depending upon the scroll direction loads next/previous conversations from selected chat item. |
The filter pane provides a large number of criteria by which you can filter the items in the list. The number next to each filter option shows the number of matching items that Discovery Accelerator will add to the item list when you apply the selected filters.
The item list shows the items in the review set that match the filter options you have selected. Use the controls at the bottom of the list to page through the items and specify the maximum number of items to list per page. Unreviewed items display in bold text.
Any items that are colored blue are also in a research folder that is associated with the case.
Note:
Discovery Accelerator stores the date and time values for items as Coordinated Universal Time (UTC). However, in the item list and right-hand Preview pane, it converts these values according to your computer's local time zone setting. As a result, two Discovery Accelerator reviewers in different time zones may see different dates and times for the same items.
This is the expected behavior, and it is identical to the way that applications like Microsoft Outlook show the dates and times of items.
If you click the Hit Highlighting Navigation button above the Reading pane, you can show or hide the following navigation controls at the bottom right of the pane:
 | Displays the search keyword. If the search includes multiple words, displays a drop-down list of the search keywords. |
n of m | Shows the number of the highlighted word and the total number of occurrences of the search keyword in the item. |
 | Displays the previous occurrence of highlighted word. |
 | Displays the next occurrence of highlighted word. |
 | Closes the hit highlighting navigation controls. |
The tabs at the bottom of the Reading pane have the following functions:
Preview | Displays an HTML preview of the current item. |
Comments | Shows the comments that reviewers have assigned to the current item. |
History | Displays the comment and audit history of the current item. |
Printable | Displays a printable version of the current item. |
Legal holds | Displays information on any holds that you have placed on the current item to stops users from deleting it from their Enterprise Vault archives. |
The footer area provides facilities for navigating from one item to another and applying marks and comments to those items.
 | Displays the first page of items for review. | |
 | Displays the previous page of items for review. Pressing the key sequence Alt+z performs the same function. | |
n of m | Shows the number of the currently displayed page and the total number of pages. To go to a particular page, type its number in the box and then press Enter. | |
 | Displays the next page of items for review. Pressing the key sequence Alt+x performs the same function. | |
 | Displays the last page of items for review. | |
Comment | Lets you type a comment to add to the selected items. In the item list, the comment indicator symbol in the column indicates that one or more comments have been added to the items. | |
No mark/Relevant/Flagged/Not relevant | Applies the required mark to the selected items. | |
Actions | Provides additional options with which you can take the following actions on the selected items. Your role in Discovery Accelerator determines whether these options are available. | |
 | Apply tags (secondary marks) to the selected items. Tags differ from marks in that you can assign multiple tags to an item, but you can assign one mark only. In addition, by assigning a mark to an item, you also assign the associated status to it. This is not the case with tags, which do not have an associated status. | |
 | Accept the mark or tag with which Discovery Accelerator has automatically categorized the selected items. | |
 | Select a research folder in which to copy either the selected items or all the items in the current review set. | |
 | Delete one or more items from the review set or from the Enterprise Vault archives. | |