To perform an export or production run

1. Click the Cases tab in the Discovery Accelerator client.

2. In the left pane, click the case from which you want to export items.

   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.

3. Click the Export/Production tab.

4. Click New at the top of the window.

5. In the Name box, type a name for the run.

   The name that you specify here becomes the name of the subfolder in which Discovery Accelerator stores the output from the run.

6. In the Output folder box, type the path to the folder on the Discovery Accelerator server in which you want to store the output from the run.

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

7. Choose whether to produce or export the selected items.

   If you select Production, a Production Details box appears in which you can set the ID prefix and starting sequence number for the production. You may have set this when you created the case, but you can change it here.

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

   The options are as follows:

   Original source	Selects items by their type, such as Microsoft Exchange or Fax.
   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).
   Items	Specifies whether to export all the items in the review set or only those items that are assigned to you.
   Search	Selects items that the specified search has captured.
   Mark	Selects items by the mark that reviewers have assigned to them.
   Last marked by	Selects items by the person who last assigned a review mark to them.
   Current status	Selects items by their status, such as Pending, Questioned, or Reviewed.
   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.

9. 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, Discovery 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, Discovery Accelerator displays some additional options with which you can choose to include comments and mark history, and the contents of attachments.

10. Type the number of items that you want to export.

11. 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.

12. Click Apply.

13. When the run has finished, open the output folder on the Discovery 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.