Opening new Discovery Accelerator cases

Article:HOWTO31567  |  Created: 2010-09-23  |  Updated: 2013-02-01  |  Article URL http://www.symantec.com/docs/HOWTO31567
Article Type
How To


Subject


Opening new Discovery Accelerator cases

You must have the Create and Configure Cases permission to open new cases. By default, only users with the role of Discovery System Admin have this permission.

See About the Discovery Accelerator permissions

To open a new Discovery Accelerator case

  1. Click the Cases tab in the Discovery Accelerator client.

  2. In the left pane, click All Cases.

  3. Click New at the top of the window.

    The case properties pane appears.

  4. Set the properties of the case. The table below describes the available fields.

    Case

    Name

    Identifies the case. Choose a name that indicates the nature of the case or the client.

    Case Status

    Determines whether case administrators and reviewers can access the case (Open) or not (Closed).

    Owner

    Specifies the Windows account of the user who is to have special privileges to manage the case. Click Select Owner to choose the owner from a list. A case cannot have multiple owners.

    If you change the name of the case owner, the original owner still retains administrative permissions. To prevent this, use the Role Assignment facility in the case to remove the assigned roles from the original owner.

    See Assigning Discovery Accelerator roles to users

    Legal Holds

    Put items on hold

    When this option is checked, places a hold on the items in the case so that users cannot delete them from the source Enterprise Vault archives.

    You must have the Manage Legal Holds permission to place holds on the items in a case. By default, all case administrators have this permission.

    Reason

    Provides a space for you to describe why you have placed the items on hold.

    Status

    Shows whether Discovery Accelerator is currently applying legal holds in the case.

    Number of items

    Shows the total number of items in the case.

    Number of holds

    Shows the number of items that Discovery Accelerator has placed on hold.

    Number of errors

    Shows the number of items that Discovery Accelerator has temporarily been unable to place on hold. By default, Discovery Accelerator makes two attempts to place an item on hold each time it performs a legal hold scan.

    Number of items not found

    Shows the number of items that Discovery Accelerator cannot place on hold because they no longer exist in the source Enterprise Vault archives.

    Remaining items

    Shows the number of items that Discovery Accelerator has yet to place on hold.

    Information

    Contains some information messages on the progress that Discovery Accelerator has made in placing the items on hold.

    Production details

    Size of the export ID

    For each item that you export or produce, specifies the number of digits to use for the export number in its file name. The default is 6.

    Next export number

    Specifies the export number to include in the file name of the next item that you export or produce.

    Prefix

    For each item that you export or produce, specifies the text to use as a prefix in its file name. You may want to use letters to identify the items in accordance with legal or company convention.

    Show Example

    Displays a preview of the next export ID.

    Output folder

    Specifies the folder in which to store the items that you export or produce. By default, this folder is C:\ on the server that is running the Enterprise Vault Accelerator Manager service. To export the items to another computer, specify the path to a shared network drive, as in \\my_computer\exports .

    The folder path can contain up to 100 characters.

    Search details

    Searchable Vault Stores

    Specifies the vault stores in which to search for the items that are relevant to the case. Check or uncheck the box next to each vault store to include it in searches or exclude it from searches.

  5. Click Save.

See Legal Hold configuration options

See Editing the properties of Discovery Accelerator cases

See About analytics rules

See Checking the progress of Discovery Accelerator cases

See Creating and running Discovery Accelerator searches

See Creating review marks

See Assigning Discovery Accelerator roles to users

See Deleting Discovery Accelerator cases


Legacy ID



id-SF200460780_v36399683


Article URL http://www.symantec.com/docs/HOWTO31567


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