Performing an export run

If you want to review items offline or present them in evidence to a third party, you must export them from Compliance Accelerator. There are several output formats from which to choose, including HTML, MSG, and PST. Exporting the items as HTML lets you export review marking information along with each item.

You must have the Export Messages permission to export items from a department. By default, all the reviewers and supervisors in the department have this permission. However, the option to export escalated items is available to those with the Export Escalations permission only. By default, only users with the role of escalation reviewer have this permission.

To perform an export run

Click the Departments tab in the Compliance Accelerator client.
In the left pane, click the department from which you want to export items.

If Compliance Accelerator lists a lot of departments, you can filter the list with the fields at the top of the pane. As well as filtering the departments by name, you can choose whether to list any research folders that are associated with them.
Click the Export tab.
Click New at the top of the window.
In the Name box, type a name for the run.

The name that you specify here becomes the name of the subfolder in which Compliance Accelerator stores the output from the run.
In the Output folder box, type the path to the folder on the Compliance Accelerator server in which you want to store the output from the run.

Compliance Accelerator places the output from the run in a subfolder of the nominated folder.

In the Items Selection box, choose the items that you want to export.

The options are as follows:

Message type	Selects items by their type, such as Microsoft Exchange or Fax.
Message direction	Selects items that are traveling in a certain direction.
Capture method	Selects items that have either been captured and added to the review set using the monitoring policy (Randomly Sampled) or captured as a result of searches (Search).
Policy action	Selects items by the action with which the Enterprise Vault Automatic Classification Engine has tagged them. This action can be one of the following: Inclusion (demands or suggests capture), Exclusion (precludes capture or advocates non-capture), and No Action (the item is subject to normal random sampling).
Date captured	Selects items that Compliance Accelerator captured over the specified period.
Search	Selects items that the specified search has captured.
Current action status	Selects items by their action status, such as Unreviewed, Pending, Questioned, or Reviewed.
Current action status author	Selects items by the person who last assigned a review mark to them.
Escalation status	Selects items by whether they have been escalated to an escalation reviewer and subsequently closed by that reviewer.
Escalation owner	Selects items by the escalation reviewer who has responsibility for them.
Escalated by	Selects items by the person who escalated them to an escalation reviewer for further attention.
Current appraisal status	Selects items by whether a supervisor has appraised them. This option is only visible to supervisors with Apply Appraisal Status permission.
Current appraisal status author	Selects items by the supervisor who last assigned a mark to them. This option is only visible to supervisors with Apply Appraisal Status permission.
Policy	Selects items by the specific policy with which the Enterprise Vault Automatic Classification Engine has tagged them.
Item ID	Specifies the ID of an individual item that you want to export. To determine the ID of an item, view the item in the Review pane.

In the Options box, choose whether to export the items in their original format or as HTML.

If you click Original Type, you can choose to output Microsoft Exchange items as individual MSG files or encapsulate them all in a single Personal Folders (.pst) file. If you click PST, Compliance Accelerator displays some additional options with which you can set a password and a maximum size for the file. The password can contain alphanumeric characters only.

If you click HTML, Compliance Accelerator displays some additional options with which you can choose to include comments and mark history, and the contents of attachments.
Type the number of items that you want to export.
If you are exporting file system items or Lotus Domino items and want to make them read-only so that they cannot be changed or accidentally deleted, check Read Only.
Click Apply.
When the run has finished, open the output folder on the Compliance Accelerator server to retrieve the exported items.

The output folder also contains reports in HTML, plain-text, and XML formats. All three reports list the items that you have exported, and the HTML report provides hyperlinks to the items.