Veritas Alta™ eDiscovery User Guide

To configure Targeted Collection for Enterprise Vault

1. On the Investigations tab, in the left navigation pane, select Targeted Collection.
2. Click Add and select the Enterprise Vault collector.

   Note:

   At the time of adding the first collector, the Set up Collection button appears in the middle of the screen. If one or more collectors are already added, the Add option appears.

3. On the Collection Information tab, specify the following:

   Collection name	Provide a unique name for this collection.Veritas Alta Archiving
   Email	Enter email to get notification once the targeted collection has finished processing.

4. Click Save and Next to navigate to the Filter tab.
5. On the Filter tab, do the following:

   Date	Specify the date range for collection. The available options are Before, After, and Between.
   Vault stores and Archives	Select the appropriate vault stores or archives in which you want to search the data. Select the All vault stores option to consider all the available vault stores to search items. Select the Selected vault store(s) option to select the required vault stores for the selected archives. The Select vault(s) button appears. Click Select vault(s) to search for and select the required vaults for searching items. You can remove the selection from the same dialog box. Select the All archives option to consider all the available archives to search items. Select the Selected archive(s) option to select the required archives. The Select archive(s) button appears. Click Select Vault(s) to search for and select the required archives for searching items. You can remove the selection from the same dialog box.
   Search terms	Specify the criteria with the help of keywords. It helps you to restrict searching items from the selected vault stores and archives. Use the plus-icon to save the search term and add a new criteria under the Search terms section. Use the minus-icon to remove an existing criteria.
   Attachments	Specify the file types (Enterprise Vault compatible file extensions such as .pdf, .doc, .zip, and so on) that you want to collect during data collection from Enterprise Vault.
   Custom attributes	Specify attributes that you want to include in the search configuration. If you want to provide several attributes, specify either All of or Any of option under the Attribute inclusion section. It determines whether the search results should match any of the attributes or all of them.

6. Click Save and Next to navigate to the Send to Cases tab.
7. On the Send to Cases tab, specify the following:

   Send to existing case	If you want to send the search result to a specific case, select this check box. This is not a mandatory field. However, if you have selected this option, the application displays the list of available cases. Search for and select the cases to which you want to send the search result. Use the navigation options to view cases available on the next and previous pages.
   Collection set name	Enter the collection set name. When you select a single or multiple cases in the eDiscovery tab, the node of this name is displayed under the Case Documents node. After the targeted collector is configured and the displayed status is Archived, all the items are sent to this Collection Set in the respective cases under the Case Documents node.

8. Click Save and Next to navigate to the Review tab.
9. On the Review tab, do the following:

   • Check the configuration information to ensure accuracy.

   • To modify configuration information, click the corresponding Edit link.

10. If the data is correct, click Complete.

    The Enterprise Vault reactive collector appears in the Targeted Collections page.

    Note:

    If the status of the Enterprise Vault targeted collector is Archived, you can expand the targeted collector row to view the Collection Defensibility Report of the Enterprise Vault reactive data. It displays the details like Items Collected, Items Received, Items Archived, Items Duplicate, Items Rejected, and Items Failed. To download the Collection Defensibility Report, click the Download icon. See the sample image below:

    
11. If the status of the targeted collector is Incomplete, modify the collector configuration. To modify the configuration, click on the targeted collection name.

    Note:

    If the configuration is incomplete, items cannot be sent to case. User cannot remove the previously selected and saved options.

12. If the status of the targeted collector is Archived, and you want to send items to cases, click Send to case in the respective row.

    See Creating collection sets from archived targeted collector.