eDiscovery in Vaultastic to Locate Emails & Ensure Compliance

The Vaultastic Application Interface

• The Vaultastic Application is accessible to users logging into Vaultastic using a Vault ID.
• On login, the first app you will see is the eDiscovery app. This application is used to search through and work on mail in the Active Store.
• The Vaultastic Application is divided into three panes. The leftmost pane is the Application Switch. All the applications in Vaultastic are accessible from the Application Switch. If you have admin rights, you will see the icons for admin apps such as Admin Panel, Dashboard, and the Open Storage App. Clicking on any icon will launch the app in a separate tab.
• The middle pane of the eDiscovery application is where you will see the search results. The controls on the top of the pane help you search for mail.  
• The rightmost pane shows the content of the selected mail.

Using the eDiscovery application to search on the Active Store

Use the Quick Keyword Search

• To search through the vaults, you can use the Quick Keyword Search box.
• The Quick Keyword Search box is on the top of the middle pane.  
• To see all mail, enter an asterisk (*) and press the Enter key. The search results are shown with the latest mail on top.
• To search for mail sent or received by any email id, enter the email id and press Enter.
• To search for a keyword or a phrase within the subject or the attachment name, enter the text in the Quick Search box and press Enter. Phrases have to be enclosed in double quotes.

Use Saved or Advance Searches

• If you have to repeatedly look for specific patterns or want to perform an advanced search with a combination of search elements, use the Saved Search interface.
• You can access the Saved Search interface by clicking on the magnifying glass icon next to the Quick Search edit box in the middle pane.
• Searches saved will be listed under the Saved Searches tab.

Defining or updating a saved query

• To update an existing query, hover over a saved search in the list. From the options menu depicted by three vertical dots, select Update Search.
• To create a new Saved Search Query, click on New Search tab and enter your search criteria using the Email ID, Keyword and Date sections. For details refer to this topic.
• Give a name to your saved query and click Save.

Delete a saved query

• Hover over the Saved Query and select the Delete Search option from the Options menu depicted by the three vertical dots.

Execute a saved query

• Click on the name of the Saved Query. The middle pane will now show you the results. Clicking on any mail will open the mail in the right pane.

Get the most out of the search results

• Whether you use a quick search or a saved search, the email list will be shown in the middle pane.
  Clicking on any mail item will show the mail in the rightmost pane. If your search query includes keywords to be searched in the subject or body, they will be highlighted. To browse through the search results, click on each mail in the middle pane.

Download, or restore mail.

• You can download or restore selected mail from the view mail pane.

Upload mail to Ideolve 

• To collaborate on any mail found on the Active Store on Vaultastic, you could upload the mail to Ideolve. Ideolve allows you to securely share the contents of the mail with other users.

Download the search summary

Hover your mouse over the Options menu (depicted by three horizontal dots) in the middle pane's top right corner. Select the option to Download the search summary to CSV.

Export search results to PST or EML

You can export the search results to PST or EML files. 

To submit a job to export the search results,

1. Hover your mouse over the Options menu (depicted by three horizontal dots) in the middle pane's top right corner. Select the option to Export Search Results.
2. In the pop-up dialog box, select Format. 
   • If you have Full access, you can choose from two options, viz. EML or PST.
   • If you have Self Service access and can see emails from a single vault, then a third option PST with folders is also available.
     • If you select EML, all the mail will be exported as EML in a single ZIP file. 
     • Choosing PST will export all emails in a PST file without any folder information. 
     • If you select the PST with folders option, then the PST file will have two folders Sent and Received. All emails sent using the primary id will be in the Sent folder and all emails received by the primary id will be in the Received folder. 
3. In the Send link to, specify your email id. The email with the links to the exported content will be sent to this email id. 
4. Click Export to submit the job.

On submission of the job, the job will be processed in the background. You will receive a notification mail when the export job starts and when the job completes. On successful completion, the mail will have the link to the exported content which can be downloaded.