Selecting the archives in which to search

You can customize the list of Enterprise Vault archives in which Discovery Accelerator searches for items. For example, there may be archives that you want to exclude from any searches because they contain irrelevant material.

As well as setting the default, global list of archives, which are available to the searches that you conduct in any case, you can customize the searchable archives for individual cases.

You must have the application permission Manage Archives to set the global list of archives, and the case permission Manage Archives to set a case-level archive list.

To select the archives in which to search

  1. Do one of the following:

    • To set the default list of archives that are available to all cases, click the Application tab in the Discovery Accelerator client, and then click the Archives tab.

    • To set the list of archives in which to search for one case only, click the Cases tab and then click the required case in the left pane. Then click the Archives tab.

      If Discovery Accelerator lists a lot of cases, you can filter the list with the fields at the top of the pane. As well as filtering the cases by name, you can choose whether to list any research folders that are associated with them.

  2. Choose the archives in which to conduct searches.

    Use the following techniques to include or exclude archives:

    • If you are setting the application-wide list of archives that are available to all cases, and you want to hide certain vault stores from case administrators, check Restrict which vault stores are available to all cases. Then, in the Enabled column of the vault store list, check the vault stores that you want to make visible and searchable. When a case administrator sets the list of searchable archives for a case, only those archives that are in enabled vault stores are available for selection.

      If you restrict a vault store and then later remove the restriction, the vault store automatically becomes available to existing cases, where it is included in new searches.

    • If you want to set the list of archives in which to search for one case only, check Customize searchable archives for this case.

    • Check or uncheck a vault store at the left to include its archives in searches or exclude them from searches.

    • Click a vault store at the left to list the associated archives at the right. Then check or uncheck the archives to include or exclude them.

      The Status column shows whether each archive has been copied, moved, or deleted as part of a Move Archive operation by the Enterprise Vault administrator.

      If Discovery Accelerator lists a large number of archives, you can filter the list with the fields at the top of the right pane.

    • Check or uncheck the Archive Name box at the top of the right pane to include or exclude all the available archives.

  3. Click Save.

More Information

About the Discovery Accelerator permissions