Enterprise Vault™ Discovery Accelerator Administrator's Guide

Last Published:
Product(s): Enterprise Vault (14.2)
  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. Introducing the Discovery Accelerator client
    1.  
      About the Discovery Accelerator client
    2.  
      Opening the Discovery Accelerator client
    3.  
      Finding your way around the Discovery Accelerator client
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
  10. 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
  11. 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
      1.  
        How to decrypt RMS-protected items
    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
  12. Creating and viewing reports
    1.  
      About the Discovery Accelerator reports
    2.  
      Creating Discovery Accelerator reports
    3. 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
    4.  
      Viewing existing reports
    5.  
      Deleting reports
    6. About viewing Discovery Accelerator datasets using 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)
  13. Appendix A. Customizing Discovery Accelerator
    1.  
      Specifying the Windows domains with which to synchronize employee details
    2. Setting Discovery Accelerator system configuration options
      1.  
        Ad Hoc Searches configuration options
      2.  
        Analytics Conversation Analysis configuration options
      3.  
        Analytics Data Collection configuration options
      4.  
        API configuration options
      5.  
        Auditing configuration options
      6.  
        Diagnostics configuration options
      7.  
        Document Conversion configuration options
      8.  
        Export/production configuration options
      9.  
        General configuration options
      10.  
        Home Page configuration options
      11.  
        Item Prefetch Cache configuration options
      12.  
        Item Prefetch Cache (Advanced) configuration options
      13.  
        Legal Hold configuration options
      14.  
        Policy Integration configuration options
      15.  
        Privileged Delete configuration options
      16.  
        Profile Synchronization configuration options
      17.  
        Reviewing configuration options
      18.  
        Search configuration options
      19.  
        Security configuration options
      20.  
        System configuration options
      21.  
        Vault Directory Synchronization configuration options
    3.  
      Customizing the columns in the Review pane
  14. Appendix B. Importing configuration data from an XML file
    1.  
      About importing configuration data
    2.  
      Sample XML files
    3.  
      Format of the Dataload.xml file
    4.  
      Format of the dataload XML file for Custodian Manager
    5.  
      Importing the configuration data
    6. About the ImportExport command
      1.  
        ImportExport syntax
      2.  
        Examples of ImportExport commands
  15. Appendix C. 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
  16. Appendix D. Troubleshooting
    1.  
      A security warning may appear when you preview certain items in the Review pane of the Discovery Accelerator client
    2.  
      Display issues when you run the Discovery Accelerator client in Windows 8 or later
    3.  
      Display issues when you open a Discovery Accelerator website in Internet Explorer 10 or later
    4.  
      Vault stores not displayed in the Discovery Accelerator client
    5.  
      Discovery Accelerator searches return unexpected results
    6.  
      Full-text search indexing is disabled by default in SQL Server
    7.  
      Errors when exporting items from Discovery Accelerator
    8.  
      TNEF-encoded attachments to Internet Mail (.eml) messages may not be readable after you export the messages from a review set
    9.  
      Synchronization errors after you rename the SQL Server computer
    10.  
      Performance counter errors when the Accelerator Manager service starts
    11.  
      SQL Service Broker warning when restoring a customer database to a different server
    12. 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
    13. Issues with Discovery Accelerator reports
      1.  
        Prompt to install SQL Server when printing a report for the first time
      2.  
        Reports that you export as CSV may not open properly in Microsoft Excel
      3.  
        Garbled Japanese characters when exporting reports in Acrobat format
      4.  
        Troubleshooting OData errors
    14.  
      Troubleshooting Privileged Delete failures

System properties

Table: Enterprise Vault system properties lists the system properties defined in Enterprise Vault.

Table: Enterprise Vault system properties

Property

Type

Description

adat

Date

The date on which the item was archived.

anum

Number

The attachment number. Specify 0 for the top-level item.

audn

String

The display names of the author and, if appropriate, of the person on whose behalf the item has been sent.

auea

String

The email addresses of the author and, if appropriate, of the person on whose behalf the item has been sent.

auot

String

The author's other email address.

ausm

String

The author's SMTP email address. Combines the values of properties wrsm, frsm, and ppsm.

auth

String

The author.

cdat

date

The date on which the Veritas Information Classifier engine or File Classification Infrastructure engine classified the item. Blank if the item has not been classified.

Not supported by queries that target 32-bit volumes, and not added retrospectively to items that Enterprise Vault 12.1 or earlier has classified. However, reclassifying the items using Enterprise Vault 12.2 or later does add the property to them.

cend

Date

The end date of an event, such as a calendar meeting.

clcn

String

The current location of the item. A sequence of folders.

clon

String

The location of an event, such as a calendar meeting.

cnid

String

The conversation tracking identifier, expressed as a 32-character hexadecimal number. This is currently populated for MAPI and SMTP items only.

cntp

String

The conversation tracking topic. This is currently populated for MAPI and SMTP items only.

coid

String

The original identifier for this component of the item.

comr

String

The reason for missing content. The options are as follows:

  • 0. No reason available.

  • 1. Content does not exist.

  • 2. Content could not be obtained.

  • 3. Content is (or appears to be) corrupt.

  • 4. Not possible to convert content to suitable format.

  • 5. Conversion of content failed (converter error).

  • 6. Conversion of content timed out.

  • 7. Content requires conversion but its data format is excluded from conversion.

  • 8. Content requires conversion but conversion bypass has been set.

  • 9. Content is encrypted.

  • 10. Content requires conversion but converters are not available, or have not been initialized.

  • 11. Unable to add content to index.

  • 12. Converters did not recognize the file type.

  • 13. Conversion excluded for large files.

  • 14. Conversion excluded for codepages we cannot detect.

cont

String

The content of the item (up to 128 characters, by default).

cpid

String

The ID of either an extension content provider instance or an Enterprise Vault archiving task.

cpnm

String

The name of the extension content provider.

crcn

String

The current retention category name (up to 32 characters).

May reflect the value that various Enterprise Vault features, such as classification, retention plans, and retention folders, have applied to the item.

crct

String

The current retention category identifier (up to 112 characters).

May reflect the value that various Enterprise Vault features, such as classification, retention plans, and retention folders, have applied to the item.

crre

Integer

Calendar recurrence exception.

crrp

String

Calendar recurrence pattern.

crrt

Integer

Calendar recurrence type.

csrt

Date

The start date of an event, such as a calendar meeting.

cupm

String

Truncated custom index properties.

date

Date

The created, sent, received, or archived date.

dtyp

String

The data type of the item. For example, DOCX, XLSX, or MSG.

edat

Date

The expiry date for the item.

The property value may reflect the value applied to the archive by a retention plan that overrides the item's retention category.

flag

String

The message flag status.

fpcn

String

The content fingerprint of the item. Can be used to find a match on an attachment or document content.

fpdd

String

The deduplication fingerprint of the item. Can be used to find an exact match of a message or a document. Wildcard searches on this property are not supported.

frdn

String

FROM: Display/friendly name.

frea

String

FROM: Email address. Combines the values of properties frsm and frot.

from

String

The display/friendly name or email address.

frot

String

FROM: Other email address.

frsm

String

FROM: SMTP e-mail address.

idat

date

The date on which Enterprise Vault indexed the item. Rebuilding an index volume causes Enterprise Vault to update the indexed date of the affected items.

Not supported by queries that target 32-bit volumes.

iden

String

The original identifier for the item. For example, SubmissionId for a sent message.

impo

String

The message importance, expressed as a numeric value. 0 = Low, 1 = Normal, and 2 = High.

isrc

String

Whether Enterprise Vault has marked the item as a record (True) or not (False). For use with Capstone and other approaches to records management. Can be referenced by either "isrecord" or "isrc".

jaen

String

Message envelope: other author.

jrau

String

Message envelope: author. Only present for Exchange journal messages. The property values include both email addresses and display names, where present.

jrbc

String

Message envelope: BCC: recipient.

jrcc

String

Message envelope: CC: recipient.

jrcp

String

Message envelope: recipient. Only present for Exchange journal messages. The property values include both email addresses and display names, where present.

jren

String

Message envelope: other recipient.

jrfm

String

Message envelope: FROM: recipient.

jrpp

String

Message envelope: PP: recipient.

jrto

String

Message envelope: TO: recipient.

keys

String

Categories/keywords.

locn

String

The original location of the item. A sequence of folders.

mdat

Date

The last-modified date of the item.

msgc

String

The item's original MAPI message class (for example, IPM.Note).

nadn

String

Name. Display/friendly name. Combines the values of properties redn and audn.

naea

String

Name. Exchange email address. Combines the values of properties reea and auea.

name

String

The display/friendly name or email address of the message author or recipient.

naot

String

Name. Other email address. Combines the values of properties reot and auot.

nasm

String

Name. SMTP email address. Combines the values of properties resm and ausm.

natc

Number

The number of attachments.

ndte

Number

The number of days to expiry for the item.

The property value may reflect the value applied to the archive by a retention plan that overrides the item's retention category.

nrcp

Number

The number of recipients.

This property counts a distribution list as one recipient, regardless of how many members the distribution list has.

ppdn

String

PP. Display/friendly name.

ppea

String

PP. Exchange email address. Combines the values of properties ppsm and ppot.

ppgn

String

The display/friendly name or email address of the person on whose behalf a document has been written or a message has been sent.

ppot

String

PP. Other email address.

ppsm

String

PP. SMTP email address.

prio

String

The message priority, expressed as a numeric value. -1 = Low, 0 = Normal, and 1 = High.

pvid

String

The permission VaultIds for the item (up to 112 characters).

rbcc

String

BCC: recipient.

rbdn

String

The display names of the BCC recipients.

rbea

String

The email addresses of the BCC recipients.

rbot

String

BCC: recipient. Other email address.

rbsm

String

BCC: recipient. SMTP email address.

rcat

String

The original retention category identifier (up to 112 characters).

rcdn

String

The display names of the CC recipients.

rcea

String

The email addresses of the CC recipients.

rcid

String

The record ID of the item. For use with Capstone and other approaches to records management. Can be referenced by either "recordid" or "rcid".

rcot

String

CC: recipient. Other email address.

rcsm

String

CC: recipient. SMTP email address.

recc

String

CC: recipient.

recp

String

The display/friendly name or email address of the message recipient.

redn

String

Message recipient. Display/friendly name. Combines the values of properties rtdn, rcdn, rbdn, and rndn.

reea

String

Message recipient. Email address. Combines the values of properties rtea, rcea, rbea, and rnea.

reot

String

Message recipient. Other email address. Combines the values of properties rtot, rcot, rbot, and rnot.

resm

String

Message recipient. SMTP email address. Combines the values of properties rtsm, rcsm, rbsm, and rnsm.

reto

String

TO: recipient.

rndn

String

Other envelope recipient. Display/friendly name.

rnea

String

Other envelope recipient. Email address. Combines the values of properties rnsm and rnot.

rnot

String

Other envelope recipient. Other email address.

rnsm

String

Other envelope recipient. SMTP email address.

rsdt

Date

The retention start date/time.

Not supported by queries that target 32-bit volumes.

rtdn

String

The display names of the TO recipients.

rtea

String

The email addresses of the TO recipients.

rtot

String

TO: recipient. Other email address.

rtsm

String

TO: recipient. SMTP email address.

rtyp

String

The record type of the item, such as permanent or temporary. For use with Capstone and other approaches to records management. Can be referenced by either "recordtype" or "rtyp".

sens

String

The message sensitivity, expressed as a numeric value. 0 = Normal, 1 = Personal, 2 = Private, and 3 = Confidential.

size

Number

The size of the item in KB.

snum

Number

The index sequence number, expressed as a 64-bit integer.

ssid

String

The saveset identifier of the item. Maximum of 72 characters. Wildcard searches on this property are not supported.

subj

String

The subject/title.

tcdt

Date

The completion date of a task.

tddt

Date

The due date of a task.

text

String

The content of the item (cont) or its subject/title (subj).

tsts

Number

The status of a task. 0 = Not started, 1 = In progress, 2 = Completed, 3 = Paused, and 4 = Deferred.

vpcv

String

Veritas Information Classifier policy current version. Whether the Veritas Information Classifier has classified the item and, if so, whether it used the latest set of policies.

True = Classified using the latest set of policies, False = Classified using an older set of policies, and Blank = Veritas Information Classifier has not classified the item.

wrdn

String

Writer. Display/friendly name.

wrea

String

Writer. Email address. Combines the values of properties wrsm and wrot.

writ

String

Writer. Combines the values of properties wrdn, wrea, wrsm, and wrot.

wrot

String

Writer. Other email address.

wrsm

String

Writer. SMTP email address.