Compliance Search Interface

The Commvault Compliance Search interface is a web based tool used to conduct searches, review items, export data, and place items into legal holds. It is also used to create and manage Case Manager policies.

Features Overview of the Compliance Search Interface

Query Sets

Complex queries can be crafted, shared and saved. Multiple queries can be used to ensure the full scope of the investigation is being achieved. Relevant information can be moved to review sets, legal holds, or export sets.

Review Sets

When information is moved to a review set each object is typically reviewed in greater detail. At this point the items can be tagged, filtered, or comments can be made. Multiple review sets can be used to further process information. Items in review sets can be moved to legal hold, export sets, or additional review sets.

Comments

Comments can be added to items in a review set. Multiple comments can be added, each date and time stamped along with who added the comment.

Tags

Items in a review set can be tagged for follow up. Along with the built-in tags, custom tags can be created by the reviewer. Multiple tags can be assigned to individual items or by multiple items by selecting all items for tagging.

Export

Members of the legal team can also add items to an export set. The export can be in CAB (compressed files), PST (Exchange), or NSF (Lotus Notes) format. This is an operation that will retrieve the items from Commvault protected storage and save them in the export file. The exported file can then be downloaded and managed independently of the Commvault environment.

Accessing Compliance Web Search Console

• The Compliance web search interface is accessed from any supported web browser.
• Enter URL to access search interface (provided by Commvault administrator) http://<host name>/<web alias name>.
• Login using Active Directory credentials. Select the domain or use <domain\username> format.

Accessing the Compliance Search interface

Compliance Search Navigation

The web interface is intuitive and easy to use on any device with a web browser. Links are clicked on from a PC or tablet to access all options. Multiple tabbed windows are used to provide simplified navigation. Items within a search are displayed in the center window. Contents of a selected item appear in the right window. Additional refinements based on search results can be made in the left window.

Compliance search interface overview

My Sets

My sets are displayed in the left window by clicking the My Sets icon. Review set, legal hold, query set, export set, tag set, job status, and case manager are displayed within my sets. Each section can be clicked on and expanded to access information contained within the section.

Viewing My Sets

Content and Metadata Search

Commvault software manages both metadata and content indexes. Metadata includes information such as: file name and type, date range, Email address, from, to, subject, CC, and BCC fields. Content search includes text strings within documents, Email body, and attachments. When a search is conducted, it will seek items based on metadata search criteria and content search criteria at the same time.

Key points regarding metadata and content index searches:

• Basic content keyword search using Boolean logic (AND, OR, NOT). Search terms are NOT case sensitive but Boolean operators are case sensitive.
• Metadata searches use metatags for search criteria such as From:jdoe@company.com.
• Search can combine both content and metadata such as From:jdoe@company.com AND "illegal gambling".
• Email Metadata searches for Email address, To, From, Subject, CC, BCC, Received Time.
• File Metadata searches for type, location, modified date, and size.
• Advanced search provides a simplified method to combine both metadata and content searches.
• When searching for metadata and content, the metadata criteria is joined with the content with an AND.

Conducting Basic Searches

Basic searches require no advanced query building knowledge. A quick search returns results within milliseconds, depending on the scope of the search. Refinements on data types, file types, custodians, and additional metadata.
Basic searches can be conducted by entering the criteria and clicking Search. Results display in the center window. Selecting an item in the search results will display detailed content in the right window. Multiple searches are conducted by clicking the Search tab. Note that multiple searches appear as separate navigation tabs at the top of the window.

When conducting a search, up to 50 results are displayed on the screen. Use the navigation controls to explore search results. Use the Show Option to display either files, email messages or both. Multiple items can be selected by clicking the check box to the left of the item or using the Control or Shift keys. Selected items can be downloaded, exported to CAB, PST or NSF files, or added to Review, Legal Hold or Export Sets.

Basic searches provide the following:

• Basic search is used to run quick queries for content and metadata.
• Searches can use Boolean logic (AND, OR, NOT), nested statements grouped by parenthesis, and additional search functionality (proximity, fuzzy and wildcards).
• Content searches can be entered as multiple single words separated by an operator or multiple words as a string joined by double quotes "one two" to return exact string.
• Metadata search criteria must always be preceded by the token identifier followed by a colon such as From:jdoe@abc.com OR To:Ksmith@*.
• When using the advanced search option, any content entered in the basic search text field will appear under the keyword search tab.

Conducting a basic search

Selecting to view files, Emails or both

Customizing Search Columns

You can add or remove columns from the results list and sort your search results into ascending or descending order. Simply click on the down arrow button and choose an option from the drop-down menu.

Customize search columns