Page 1 © 2016. Veritas Technologies LLC All rights reserved. 061616 8.2

Veritas eDiscovery PlatformAccess Groups or cAse AuthorizAtion In Veritas eDiscovery release 8.2, the Access Groups feature now provides a greater level of access control across the entire workflow.

Note: Use of Access Groups is NOT required. Case and document access can still be assigned individually.

Access Groups now includes Cases and Locations.

When assigning any of these, there is no longer an add all option.

8.2

8.2

8.2

8.1.1

user role chAnGesNote: starting with version 8.2, the Group Admin role has been created. It can add users, assign them to roles, and assign them to cases within a group.

At least one person must have the System Manager role to create Access Groups and apply the Group Admin role.

Refer to the Veritas Upgrade Guide and Veritas Upgrade Overview for more information.

chAnGes to user interfAce 8.2-8.x

8.2

When creating users you now have the option to assign them to Access Groups, or give them specific case authorization.

Note: In version 8.2, you cannot give a user both group access and case authorization.

The Access Group option is now shown when viewing an existing user or creating a new user. Clicking on the Case radio button grays out the Access Groups selection windows. Previous versions did not offer Access Group selection when creating or editing users.

Clicking on the Authorized Cases tab presents a list of cases to be assigned or removed from that user.

For more information refer to the System Administration Guide section Managing User Accounts: Access Group and User Creation and Managing Security of eDiscovery Platform: Access Groups. Also, refer to the Case Administration Guide: About Access Groups and Roles.

8.1.1

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Page 2 © 2016. Veritas Technologies LLC All rights reserved. 061616 8.2

Changes to User Interface 8.2-8.xleGAl hold AuthenticAtion 8.2

8.1

8.2

Release 8.2 offers a legal hold authentication mechanism, in which System Managers can limit access to a legal hold confirmation page only to the intended custodian. Only the intended custodian, who must have a valid LDAP account, will be able to see the notice.

Refer to Legal Hold User Guide: Legal Hold Authentication for more information.

Note: The System Manager must ensure that the required custodians exist in Active Directory before enabling LDAP authentication for legal holds. Refer to the Identification and Collection Guide: Importing Custodians to Your Data Map for details on adding or importing custodians.

Page 3 © 2016. Veritas Technologies LLC All rights reserved. 061616 8.2

We’ve improved the User Interface to serve the needs of both Early Case Assessors and Linear Reviewers, simplifying identification of relevant items. Hit-to-hit navigation is streamlined to make actions like tagging and foldering faster. Each attachment has its own row, making them easier to see.

All items returned from your search will be hits: the “HIT” icon is no longer used.

In list mode, each item has its own row. The UI has been designed to deliver more items per screen.

The collapsible Filter Pane (shown collapsed) leaves more room on the screen for item information.

Items are still grouped by family. The UI makes a clear distinction between family documents, and...

items that are hits, with the option to bring in the family documents that are associated with the item.

Family documents that are not hits appear grayed out unless the reviewer chooses to bring them in.

Family documents that are partial hits are indicated with a red exclamation point.

The score bar is new with version 8.0. It visually indicates the score of the parent message and the family score.

Changes to User Interface 8.x - 7.x 8.x

7.x

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Page 4 © 2016. Veritas Technologies LLC All rights reserved. 061616 8.2

Changes to User Interface 8.x - 7.x: Items vs Families, Bulk Tag

Docs and Items Buttons - Toggle Filters between document family or item counts.

Power Selector - Allows your selections be retained as you navigate through multiple pages of results.

Number of items selected - Shows the total number of items selected, even when they are on multiple pages.

Bring in Families - Using this control will bring in all the family members in your search.

Bring in Complete Family - Use this button to bring in the family members for the line item.

View Attachments - Use this button to display or hide attachments in all rows.

Score Bar - The Score Bar replaces the hit indicator. When there are family members included, the solid band is the score for the parent message, and the tick mark is the score for the entire family.

Refresh Filter - The green arrows will turn orange when a filter needs to be updated. Click the button to refresh.

Collapsible Filter Pane - Your search results will return with the filter pane collapsed. Click the arrow to expand it.

8.x

Bulk Tagging - Multi-screen wizard has been replaced by a single input screen.

How do the changes affect previous searches? If users need hit information from background searches run in previous versions, they need to be run again after upgrading to 8.x.

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Page 5 © 2016. Veritas Technologies LLC All rights reserved. 061616 8.2

The New Navigation Bar: System and case management functions are now distributed across several modules within the horizontal navigation bar.

Where do I create and manage cases? Cases are created (with system administration rights) from All Cases > New Case, or from the drop-down menu on the navigation bar, select Create a new case.

Where can I view overall case status? Case summary information is now available in three views: Review status for a single case, overall case status, and at the system level (all cases). For case administrators: Case Home > Review Dashboard, and for system administrators: Case Home, and All Cases > Dashboard.

Where do I run searches? The Search & Analysis tab is now the Analysis & Review module.

What about other functions? The next two pages show how System and Case Administration views and functions map from version 6.x to 7.x.

Why do my menus look different? Your menu options reflect the user rights assigned to you and the state of your case.

Changes to Navigation 7.x - 6.xhow to nAviGAte usinG version7.x

6.x

7.x

reviewer view

cAse AdministrAtion view

system AdministrAtion view 6.x

7.x

6.x

7.x

Page 6 © 2016. Veritas Technologies LLC All rights reserved. 061616 8.2

Changes to Navigation 7.x - 6.x

7.x All Cases Modules & System View

system AdministrAtion view

Home Tab 6.x

The Home > Cases menu option has moved to the All Processing module. Use this module when you backup, restore, or archive a case

The Custodians menu option has been renamed to Employee List and is located in the All Cases view.

Email Servers, Active Directory, HP IAP, Symantec EV, and Lotus Domino are now accessed through the Directories and Servers menu.

All Cases view

All Legal Holds module

All Collections module

All Processing module

System view

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Page 7 © 2016. Veritas Technologies LLC All rights reserved. 061616 8.2

Changes to Navigation 7.x - 6.xcAse AdministrAtion view

7.x Case Administration View

Case Home viewProcessing module

Case tab items are color coded to their module:

Case Tab 6.x

Dashboard expanded to three views: Review Dashboard (case review status), Case Home (case overview), and All Cases > Dashboard (system view).

Topics from upgraded cases are only available through the Analysis & Review module.

The Search & Analysis tab is now the Analysis & Review module.

Case Home view

Legal Holds module

Collections module

Processing module

Analysis & Review module

Menu options change when a legal hold is created.

Menu options change when a legal hold is created.

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