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Figure: Steps in the Discovery Accelerator process provides an overview of the steps in the discovery process.
The steps in this process are typically performed in the following order:
The Discovery Accelerator system administrator sets up a case.
All the messages and files that relate to the case are already stored in Enterprise Vault archives. Typically, mailbox archives are journal mailbox archives, but you can include individual user mailboxes in searches. You can also search public folder, file system, and SharePoint archives.
A user with search permissions creates a search of journal mailboxes and file system archives.
The searches that you create with Discovery Accelerator are highly configurable. The criteria that you specify can include words and phrases to search for, date ranges, message size and type, author and recipient details, attachment details, and more.
When the search finishes, the user who ran the search can check that the results are as expected. If the user chooses to accept the results, Discovery Accelerator adds them to the case review set.
The administrator assigns the items in the case review set to reviewers so that they can view and mark them.
Optionally, the administrator can choose to enable analytics on the case. This facility provides additional analyses of the metadata and content of items that are collected in the case. Among the extra benefits that analytics provides are the options to do the following:
Set up rules by which Discovery Accelerator automatically marks or categorizes the items that it adds to the case. Classifying large numbers of items without much human intervention ultimately results in better and smaller review sets for manual review.
Conduct quick or advanced searches within the items in a case.
These facilities deliver a new review experience that is known as Guided Review.
The marked items are published in a suitable form. The available formats include PST, Domino NSF database, HTML, and MSG.
You can choose to produce or export the items. The production process generates a Bates number for each item. This process also locks the item to stop reviewers from changing the mark that is assigned to it. The export process does not generate a Bates number for an item or lock the item, so reviewers can continue to work on it.
