Finding your way around the Discovery Accelerator client

In the Discovery Accelerator client, the roles to which you have been assigned determine the features that you can access. Table: Primary tabs in the Discovery Accelerator client describes the features that users with the most permissive roles can access. Discovery Accelerator administrators can assign multiple different roles to users and change the permissions that are associated with the roles.

Table: Primary tabs in the Discovery Accelerator client





This tab provides a headline view of the status of the activities that you perform in Discovery Accelerator. It also gives you quick access to the activities that you are likely to perform frequently with Discovery Accelerator.


This tab lets you view the items in the review set and assign marks and comments to them.


This tab lets you set up research folders where you can work privately on the items that interest you without generating additional work for other Discovery Accelerator reviewers.


This tab lets you open and manage cases. You can also enable analytics on your cases so that you can perform additional analyses of the metadata and content of the items that you have collected in them.


This tab lets you set up email targets, which you can include in the criteria of a Discovery Accelerator search. A target is a shorthand way of specifying all the email addresses of an employee so that you do not need to enter them all when you set up a search.

The tab also provides a link to the Custodian Manager Web site, where you can specify the details of custodians and custodian groups for which you want to search with Discovery Accelerator.


This tab lets you generate reports on various aspects of Discovery Accelerator, including the progress of reviewers and their roles and responsibilities.


This tab lets you monitor the status of all Discovery Accelerator searches and pause or resubmit them as necessary.


This tab provides access to a range of commonly used administrative facilities. The options that are available when you click this tab may include the following:

  • Roles. Set up and amend the roles that you can assign to users to manage their access to Discovery Accelerator facilities.

  • Role Assignment. Assign Discovery Accelerator roles to users.

  • Marks. Set up and edit the marks that reviewers can apply to each item to indicate whether it is relevant to the case.

  • Tags. Define secondary sets of marks, called tags, which reviewers can apply to items in the review set.

  • Archives. Customize the list of Enterprise Vault archives in which Discovery Accelerator searches for items.

    You can also choose to hide selected vault stores from case administrators so that they cannot conduct searches of the archives in those vault stores.


This tab provides access to a range of configuration facilities that you are likely to use infrequently. The options that are available when you click this tab may include the following:

  • Search schedules. Set up schedules with which you can run Discovery Accelerator searches repeatedly, at scheduled times.

  • Search Attributes. Specify the details of custom attributes that you can include in your search criteria.

  • Import Configuration. Import configuration data into Discovery Accelerator from an XML file.

  • Account Information. Supply the details of multiple Windows domains from which you can choose when you add a new user to your Discovery Accelerator system.

  • Settings. Set hundreds of configuration options with which you can customize the appearance and performance of Discovery Accelerator.

More Information

About the Discovery Accelerator client