Executing a Find / Search (eDiscovery) action

NOTE: Offline databases or PSTs must be mounted and Production server databases must be connected before performing Search (eDiscovery) actions.

To begin a Search (eDiscovery) action, follow the steps as outlined below:

  1. Click on the top level of the Server, Group, Database, Mailbox, or Folder you want to search.

  2. Click the Find button on the tool strip in either the Offline or Production pane, or select Tools > Find > In Offline Tree... or Tools > Find > In Production Tree...

  3. The Advanced Search - New Search dialog appears containing four tabs titled All Items, More Choices, Advanced and Errors.

  4. The All Items tab is presented by default. This tab also depends on the type of items to be searched as specified by the Look for option.

  5. Enter the desired keywords / phrases within the Search for Keywords and Phrases field.

  6. Select the any other desired options.

  7. If you do not find the desired option within the Any Items tab check out the:

    1. More Choices Tab

    2. Advanced Search Tab

  8. Click Search.

  9. DigiScope® will execute the search and the results will be displayed.

  10. Upon completion of the search you can:
    1. Double-click any item to preview.

    2. Refine the Search to narrow the results.

    3. Select the desired items, then right-click to take the desired action, i.e. Restore, Export, Save, Delete, Purge, etc.

 

Search Dialog

Depending on which file you select for the Look for field, you will encounter different options in the first tab of the Advanced Search dialog.

Any type of Exchange Item

NOTE: Click any area in the image below for an explanation of search options for Any Type of Exchange Items.

Search_Wizard_001.png

Messages

NOTE: Click any area in the image below for an explanation of search options for Messages.

Search_Wizard_Messages.png

Appointment and Meetings

NOTE: Click any area in the image below for an explanation of search options for Appointment and Meetings.

Search_Wizard_Appointments.png

Contacts

NOTE: Click any area in the image below for an explanation of search options for Contacts.

Search_Wizard_Contacts.png

Journal Entries

NOTE: Click any area in the image below for an explanation of search options for Journal Entries.

Search_Wizard_Journal.png

Notes

NOTE: Click any area in the image below for an explanation of search options for Notes.

Search_Wizard_Notes.png

Tasks

NOTE: Click any area in the image below for an explanation of search options for Tasks.

Search_Wizard_Tasks.png

Folders

NOTE: Click any area in the image below for an explanation of search options for folders.

Search_Wizard_Folders.png            


Continue to Search - More Choices Tab or Example - Search Results