Step-by-Step Instructions
Getting Started
- 1The Email Viewing tab is the search interface, where the bulk of your eDiscovery is performed.
- 2The default search page contains the most common terms used for a quick search preset, such as date range of email sent, sender, recipient, and any other keywords you’re looking for that are located in the email body, subject line, or text-based attachments.
- 3For a quick test search, select the Email Date Sent drop-down menu and set it to “before”, which will adjust to today’s date.
- 4Then, click Search.
Search Results
A set of search results will be retrieved, which will display the email results pane and a number of options that can be applied to the emails, including view, export, print, forward, and tag.
You can also save a search to be run again later (or automated to run and report results on a schedule). The “All Tags” page lets you define criteria for legal holds, as well as quickly review emails already tagged for hold or follow-up investigations. Activity
Activity Logging and Auditing
The Status header reveals options for an Audit Log review, which tracks all user activity on the system, replete with date stamps, IP address logging and even individual email viewings. This can be viewed by accessing the Audit Log link on the left hand side of the Status menu. Click on the All Dates search option, and then refresh the page.
- 1Click on the Status tab.
- 2Select Audit Log in the left-hand pane.
- 3Select the Show All Dates option.
- 4Click Refresh.
User Access
The Users and Groups tab proides options for creating individual user accounts for enhanced levels of privilege on the machine (traditionally system admins, but occasionally C-level users), but more importantly, for organizations wishing to provide end user access to the archive so they can hunt down old emails without bothering IT.
End user access can be provided to the general population and can automatically limit them to only being able to review their own emails. Supervisors can be granted tiered access as well, allowing them to access their own emails as well as those they manage. This also supports Active Directory Security Groups for limiting access to certain users based on their group membership throughout the AD tree. Support is also available for eDirectory and OpenLDAP implementations.
- 1Click on the Users and Groups tab.
- 2Select LDAP/Active Directory in the left-hand pane.
Automated Retention Policies
The Data Retention Policy feature details numerous options for not only a global retention policy for the system but also various tiers of extended policies for different departments, users, child organizations, and even tagged email containers.
- 1Click on the Maintenance tab.
- 2Select Data Retention Policy in the left-hand pane.