Veritas Alta™ eDiscovery User Guide

To create an Advanced ECA search

1. On the Investigations tab, select Managed Accounts > New Search.
2. Perform advanced search or query search to get the expected items. See Performing Advanced Search and Query Search.
3. Click Save Search.
4. In the Save Search dialog box, enter a unique name for the search.
   
5. Select the Advanced ECA check box.

   Note:

   After you select the Advanced ECA check box, the application disables the Tag name field, the On-going check box, and the Legal Hold check box.

6. To send this search to a particular case, select the Send to Case check box, and select a valid case from the drop-down list.

   Note:

   The Keep copy in Investigations remains selected by default. When you send the Advanced ECA search from the Investigations tab to a Case in the eDiscovery tab, it gets saved under Research Sets. After sending this Advanced ECA search to Case, it may show different result (email count) depending on the custodians selected in the Case Setup option.

7. Click Save.

   The search appears under the Advanced ECA node in the left navigation pane as shown in the image below.

   

   After the search is created, you can select the appropriate filter options to refine the search results. For example, under Filters, expand FormatType and select MS Teams to view only MS teams related search results.

   In a single Advanced ECA search, the application can save maximum 250000 records each for emails, collaboration messages, and files. The total records the application can save is maximum 750000 in a single Advanced ECA search.