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How to search across vaultastic accounts

Table of Contents

How to access the E Discovery portal?

The E Discovery module helps the user search across the Vaultastic accounts.

By default, a Vaultastic user can ONLY see his or her own data in the eDiscovery interface, provided the user is under a Tracer or Durability plan. Contact admin to configure EDiscovery view for you which enables you to search across other users data in EDiscovery.

And by default the admin users can search across all accounts on Vaultastic which are under the Tracer or Durability plan. Note if there are no users in the Tracer or Durability plans, the ediscovery interface will not show any results for any query.

To access E Discovery module, log on to Vaultastic portal using valid credentials.

Archive app shown to user.png

If you are an admin of the Vaultastic domain, you need to navigate to the admin panel to access the link to the E Discovery module.

Admin panel shown to admin user.png

How to search using the E Discovery interface?

The E Discovery module helps the user search across the Vaultastic accounts. Simply create the search criteria based on keywords, attachments, date to locate the required data quickly. E Discovery supports Boolean and wildcard operator searches.

The search result will give the Archive Account, Sender, Recipient and Subject of the mail.

EDiscovery.png

How to define a search criteria in E Discovery?

Define your search criteria using keywords like from, to, cc, subject, body, Boolean and wildcard operators.

Refer the following table for sample queries

Search Case Query Rules Example Query Search Result
Search for all the email data on Vaultastic
  • Enter * (Asterisk) in the search box

*

All the email data will be displayed on the screen.
Search for a specific string in the mails archived on your Vaultastic domain.
  • Specify string in the search box.
  • To search multiple strings in mails, add double quotes to each string and specify Boolean character OR between the strings.
  • quotation
  • "quotation" OR "price" OR "purchase"
Tool will search for strings quotation or price or purchase in headers and all the matching mails will be displayed.
Search for a specific string in email messages (email body) or the files attached to the mails.
  • Specify the body field when defining the search. Add quotes to the string to be searched.
body:("license" AND "expired") OR ("license" AND "not valid") OR ("license" AND "invalid")

Note: Without the brackets, the search results will be different.

All mail having the keyword license in combination with the keywords/phrases expired, not valid or invalid will be shown.
Search for an email communication between two users in which attachments were sent.
  • Specify the sender id and or the recipient id and the attachment name or attachment type.
(from:"[email protected]" AND to:"[email protected]") AND "*.ods" Tool will search all the mails sent by Prakash to Sandip containing the word ods in headers or ods file attached to the mail.
Search for email transacted between two users with in a specific period.
  • Specify the sender, recipient ids and the approximate month.
  • Specify list of months in the bracket separated with Boolean expression OR.
  • If you know the exact date on which email was sent or received mention the date in double quotes. For example "Fri, 19 May 2017".

1. (from:"[email protected]" AND to:"[email protected]") AND ("Apr 2016" OR "May 2016")
2. (from:"[email protected]" AND to:"[email protected]hi.com") AND "Fri, 19 May 2017"

  • Tool will search for all mail sent by user prakash to user sandip in the month of Apr or May 2016
  • Tool will search for all mail sent by user prakash to user sandip on Fri, 19 May 2017.
Search for email received by a specific user.
  • Specify sender id using the "To" and "CC" fields in the search.
to:"[email protected]" Tool will search for all the mails received by the user prakash
Search for email sent by a specific user.
  • Specify recipient id using the "From" field in the search.
from:"[email protected]" Tool will search for all the mails sent by the user prakash
Search email messages containing a specific string in the subject.
  • Specify the string in the "Subject" field.
  • You can use the wild cards to search for similar string.

1. from:"[email protected]" AND subject: "kaizen*"

2. subject: "IR checkin"

1. Tool will search for all mails sent by the user prakash whose subject contains the string kaizen

2. ​Tool will search for all mails whose subject line contains the string "IR checkin"

Specify a combination of criteria, use the AND, OR & NOT directives in the search.

1. from: "[email protected]" AND to:("[email protected]" OR "[email protected]")

2. to: "[email protected]" AND NOT from: "*@mithi.com"

1. Tool will search for mails sent by the user prakash to either user sandip or sandeep.

2. Tool will search for mails received by the user prakash other than mithi domain users


How to read the result displayed in E Discovery?

E Discovery displays all the matching data in a tabular format showing archive account, sender id, recipient id, and subject of the matching mails. As you scroll down, tool populates next matching data automatically.

Archive Account The archive account where the matching mail is located
From Sender of the mail
To Recipient of the mail
Subject Subject line and attachment details of the mail

EDiscovery.png