Case Manager Operations

Overview of Data Classification Plans for Case Manager

The data classification plan creates a relationship between the source and the index server host. Learn how to add an additional Case Manager data classification plan to define the content indexing parameters, associate data sources to the plan, and then index the data.

Create a Case in Compliance Search

Learn how to create a new case using Compliance Search, allowing an administrator to collect stored information for a specific user (custodian).

Create a Case in Case Manager

Learn how to create a new case in Case Manager to collect information that is stored for a specific user.

Dashboard, Search, and Export Case Contents

Learn how to use case manager dashboards, and search and locate data.

Add Case Manager Definitions

Learn how to manually add a definition to a case that dictates the data to be collected.

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