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AmolB | 01 Jul 2014 | 12 comments

New verison of the Enterprise Vault Search allows end users to set their own preferences.

These preferences are saved in the database and hence persisted across sessions and machines.

To set preferences click on the settings icon available at the extreme top right corner of the screen

next to the user's display name.


Sidebar: In the Sidebar tab you can set your preference related to the Sidebar (navigation pane) and

Favorites. By default both the options are checked


Archive Groups: In the Archive Groups tab you can create custom archive group(s) and add archive(s) to

the group. This feature will be most useful if you have access to large number of archives and if you wish to

AmolB | 01 Jul 2014 | 0 comments

If you have upgraded to Enterprise Vault 11.0 you must have noticed new version of EV Search.

Apart from multiple browser support and enhanced UI there are many new features that are added in the new

release. One such feature is Favorites where an end user can add a Favorite Folder or save an Advance Search

query under Favorites.

Favorite Folder:

To add any folder in the favorites you need to right click on the desired folder and select "Show in Favorites"

Under favorites you can perform several right click opeartions like "Rename, Remove from Favorites, Move Up

& Move Down" on the folders

Show in favorites.jpg

Favorite Folder.jpg

Saved Search:

If you want to save a frequently used...

Rob.Wilcox | 29 Jun 2014 | 0 comments

How many retention categories should an organisation have? Does it depend on the size of the organisation? Should be many? Should it be a few? Well I think part of this ties in with the ‘need’ for many organisations to keep everything forever. These sorts of organisations probably don’t spend the time to get their lawyers involved in figuring out how to categorise emails and how long to keep them.

These sort of organisations end up with a small number of retention categories, but, it’s likely that they are X Years (e.g. 2-3) and ‘Forever’.

This might not be good for storage management as I’ve written about before.

The flip side is that organisations try to introduce a dozen or more retention categories. Trying perhaps to over-categorise items. Worse these organisations might add to this of categorisation over some time, or absorb other Enterprise Vault environments with other lists of retention categories.

It can get messy.

There are third party...

Rob.Wilcox | 20 Jun 2014 | 0 comments

If you're lucky enough to have upgraded your production Enterprise Vault environment to Enterprise Vault 11, you will have started to get used to the new Enterprise Vault Search interface. Even if you haven't upgraded your main environment perhaps you've been playing with Enterprise Vault 11 in a lab?

The new Search interface is certainly a big boost on the previous offerings, it begins to make use of the new indexing engine which was delivered in Enterprise Vault 10 and gives a big boost in look-and-feel.

Today I spotted a helpful article on the Symantec Technote RSS feed which helps you (and end users too perhaps) get used to the query language syntax. Take a look:

Jeff@CBI | 18 Jun 2014 | 0 comments

The new rules are designed to force both parties to limit the amount of documents and scope to the essential parts that each party want to address.  
As these new rules are adopted by both Federal rules as well as state civil procedure rule changes, Clearwell has some of these covered already.

In any action, the court may order the attorneys and any unrepresented parties to appear for one or more pretrial conferences
Sections of rule 26 mandates that the parties confur at least 21 days before a scheduling conference is set; in order to discuss the nature and basis of their claims and defenses.
These discussions include aspects of the discoverable information, including all ESI.  Some aspects to be discussed include issues of preserving discoverable information, as well as the overview of the discovery plan.  Both sides should agree on the scope of the discovery, including timing, form and requirements for the disclosures under Rule 26(a...

Rob.Wilcox | 17 Jun 2014 | 0 comments

In your Enterprise Vault world, how many archiving policies do you have? Is one sufficient?  Maybe for some people it is, but for most a couple of policies will be sufficient.  Sometimes though you’ll see an environment with LOTS of policies.

Lots = Bad

There are lots of reasons why having many policies is a bad idea. For example it makes it hard to troubleshoot the age old user issue of ‘My stuff isn’t getting archived, and it should be’. It also makes it hard to tweak small things (e.g. Whether the 'Delete from Vault' button is available to users) across all policies as they each have to be edited.

Often times people get to the situation of having many policies because they’ve inherited users from different corporate acquisitions. In your Enterprise Vault world how many policies do you have? Let me know in the comments below...

Jeff@CBI | 17 Jun 2014 | 0 comments

Good afternoon, 

We have discovered a bug when installing the fix 1 on clearwell 7.1.4.  If you install with the standard .exe package, in a distributed architecture, you will find an error on each of the slave appliances.  They will keep trying to update each appliance, 60 tries.

Use the Clearwell utility engine to install all patches.

Jeff@CBI | 17 Jun 2014 | 0 comments

As I do everyday, I receive these posts and articles about eDiscovery.  Not very often does it make me want to create an article about it and share the details of a valuable topic.

As this case will describe, the best tactics are to hire an eDiscovery specialist and utilize software such as Clearwell to ensure your defensibility!

Tip One: Get an expert who knows how to collect the electronically stored information on social media.

Tip Two: Downloading a Facebook profile, printing it, and conducting document review for redactions is not the best way to produce social media.


The Defendants in Stallings v. City of Johnston City, requested the Plaintiff produce the following social media:

Each and every social media posting by...

Rob.Wilcox | 11 Jun 2014 | 0 comments

I often wonder whether users are allowed to delete archived emails from their archive in Enterprise Vault when I talk to new customers. There are extremes of a sort of knee-jerk reaction: some customers says ‘hell yeah’, other customers say ‘hell no, never, never, ever’.

When it comes down to it though there are three options. Users can delete:

- Just the shortcut

In which case literally just the shortcut is removed from the mailbox.  The archived item still exists in the archive. It’s worth noting though that there isn’t a tool which can recreate the shortcuts once they have been deleted.

- Both the archived item, AND, the shortcut

In which case both the shortcut and the archived item will be deleted. If it’s enabled, the archived item can be restored by an Enterprise Vault administrator by going to the properties of the user archive, and restoring them:


Jeff@CBI | 06 Jun 2014 | 0 comments

We have discovered that Windows 2003 server and Windows 2008 R2 have a bug that if your network addresses reside in the public range, such as 162, it will automatically enable IPV6.  If you go to regedit and go to local machine -->system -->current control set -->services -->TCPIP6 -->Perameters and set the following:  DisabledComponents  (32 bit reg DWORD)  set to 1 or all f (fffffffffffffff).  This will disable IPV6.