My Sets

Query Sets

You can conduct simple queries by entering search criteria in the main search field. When conducting queries using the Advanced Search options, queries become a bit more complex. As queries are constructed and results viewed, the query can be modified to exclude non-relevant results. When constructing more complex queries, you can save the queries in a Query Set to run again later. Saving a query also provides details about the scope of the query for legal and compliance purposes. If multiple queries are being conducted for a specific investigation, create a Query Set for the investigation and save all queries within the set.

It is critical that queries are saved to a query set as the query is not saved automatically

Saving a query to a query set

Review Sets

• Review sets are used to individually investigate items.
• Individual or multiple items can be tagged for further review. Standard and custom tags can be applied to items.
• Comments can be added to items, each with user, date and time stamps.
• Items from one review set can be moved to another review set to create an investigation workflow.
• Security to review sets can be configured to grant and restrict user rights based on the following: add/append, delete, retrieve/download, and view.

Adding items to a review set

Create a New Review Set

When creating a review set, the options to create a 'Classic' or 'Custom' review set are available. The 'Custom' review set provides the ability to remove duplicate items from the review set. Removing duplicate items can be further customized by Email metadata or file metadata to determine how duplicate items are identified.

Creating a new review set

Viewing items in a review set

Customizing review set columns

Comments

Comments can be added to individual items by selecting it and clicking the Comment link. Each comment is date and time stamped and includes the name of the reviewer who entered it. Multiple comments are displayed within the comment window for easy viewing of multiple comments. Comments can also be edited and deleted.

Adding comments to an item in a review set

Tags

One or more items can be tagged by selecting the items and clicking 'Manage Tag'. Tags are categorized by common, discovery, health safety records, and personal records. Additional tags and tag categories, referred to as Tag Sets can be added. To view tags associated with items in the review set, add the 'Tag(s)' column to the review set window.

Adding and managing tags in a review set

Add Items to Review Sets

Items can be added from one review set to another by selecting items and clicking 'Add To' and then 'Review Set'. Using multiple review sets within an investigation provides a means to create a full review process where different reviewers at different stages of the investigation can review just items they are responsible for.

Adding items from a review set to a new review set

Export Sets

Export Sets are used to collect multiple items and compress them for export for external processing. Items can be moved to an Export Set from search results, Review Sets or Legal Holds. When items are moved to an Export Set, they are retrieved from Commvault storage and copied to a location where the items are compressed into a CAB, PST or NSF file. Once the export process completes, the compressed file can be downloaded.

Key points for export sets:

• Export sets can be used to copy items to a compressed CAB, PST, or NSF file.
• Compressed files are stored on the web search server and can be downloaded to the local system once complete.
• Items are physically moved to export sets. Depending on the number of items copied, this operation can take a lot of time.
• Items successfully moved or failed during export can be viewed.
• Manifest of export set can be viewed and downloaded.

Exporting items to an export set

Viewing export sets