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DA8 - Search & review

Updated: 23 May 2010 | 4 comments
Brian Spooner's picture
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This issue has been solved. See solution.

I'm fairly new to DA and tyring to setup a few of our users to begin using it. I have a couple questions relating to assigning items for review and permissions:

1.) If you already accepted a search and when prompted did not assign a user for Review -- how do you go back after the fact and assign it to someone? I hope you don't have to do the search again...

2.) How do Review permissions work in DA? Say I have User A and User B. User A is basically a Case Admin...they can create cases, do searches, run production, etc. What roles & permissions do I setup for User B to only have rights to review items that User A assigns to them?

3.) When I go under Role Assignment, find a user, and click 'Add Role' - only Application roles show up as available options. Where & how do you apply the case and folder roles?

Thanks,
-Brian

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TonySterling's picture
19
Oct
2009
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what version of DA are you

what version of DA are you using?

There will be two documents you will want to read that came with the media:

x:\Symantec Enterprise Vault Discovery Accelerator 8.0 SP2\Documentation\English
DA_Reviewer_Guide.pdf
Installing_and_Configuring_Discovery_Accelerator.pdf

Tony Sterling

Scanner001's picture
20
Oct
2009
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Brian, As Tony said the steps

Brian,

As Tony said the steps are a little different between DA 8 and pre DA8 because pre DA8 the DA interface was web based where as in DA8 the product moved to a fat client.

These answers should be in the reviewers guide as well as the installation guide both come with the DA installation.

Let us know the version and we can assist you more

Brian Spooner's picture
20
Oct
2009
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Sorry, I forgot to mention DA

Sorry, I forgot to mention DA 8.0 SP2.

I've read both documents but still am a little unclear.

TonySterling's picture
20
Oct
2009
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hopefully this helps: 1.) If

hopefully this helps:

1.) If you already accepted a search and when prompted did not assign a user for Review -- how do you go back after the fact and assign it to someone? I hope you don't have to do the search again...

You can assign items from the Review Assignment page:
Click Revew Assignment, highlight the Reviewer, choose the number of items, click Apply
review.png

2.) How do Review permissions work in DA? Say I have User A and User B. User A is basically a Case Admin...they can create cases, do searches, run production, etc. What roles & permissions do I setup for User B to only have rights to review items that User A assigns to them?

--User B needs at least Reviewer permissions

3.) When I go under Role Assignment, find a user, and click 'Add Role' - only Application roles show up as available options. Where & how do you apply the case and folder roles?

--Under Roles, Click New.  in the Scope field click the down arrow and choose Case.  The help button will give you more information.

Roles.png

Tony Sterling