contentACCESS Portal documentation – version 6.2

  1. What is contentACCESS Portal?
  2. Main contentACCESS Portal functions:
  3. Requirements
    1. Hardware requirements
    2. Software requirements
    3. Other requirements
    4. Supported browsers
  4. Installation
  5. Logging into contentACCESS Portal
  6. contentACCESS Portal user interface
    1. “Connect to” menu
    2. contentACCESS Portal’s navigation pane
    3. Item list and item preview
    4. Layout selector
    5. Download from the item list/item preview in contentACCESS Portal
    6. Hide/show function
    7. Sorting in contentACCESS Portal
    8. User profile page
    9. User interface settings
  7. Search functions in contentACCESS Portal: “Connect to search”, quick search, advanced search, GDPR search
    1. Search query language
    2. “Connect to” search
    3. Quick search
    4. Fulltext search
    5. Advanced search
    6. Periodical search
    7. GDPR search
    8. Editing Quick, Basic and Advanced search criteria
    9. eDiscovery process
  8. Folder selection methods
    1. Multi-selection
    2. Recursive folder selection
  9. Tasks supported by entities (models)
    1. Enabling/disabling tasks
    2. Create report
    3. Share item(s)
    4. Legal hold
    5. Tasks list
    6. Tasks page
    7. Download of export actions
    8. Manifest file and its settings
  10. File System Archive
    1. File versions
    2. File Archive tasks
  11. Email Archive
    1. Email Archive tasks
  12. GDPR Application
    1. GDPR Application tasks
  13. GDPR Exchange
    1. GDPR Exchange tasks
  14. GDPR File system
    1. GDPR File system tasks
  15. SharePoint Archive
    1. Item versions in SharePoint Archive
    2. SharePoint archive tasks
    3. Opening shortcuts from SharePoint
  16. OneDrive Archive
    1. Item versions in OneDrive Archive
    2. OneDrive Archive tasks
    3. Opening shortcuts from OneDrive
  17. Sharing
    1. Sharing tasks
  18. Teams archive
    1. Teams archive tasks
    2. Teams chat archive tasks
    3. Opening shortcuts from Teams

7.9.eDiscovery process

Electronic discovery, or eDiscovery, is the process of identifying, gathering and processing data stored in electronic form in response to a request in legal proceedings such as litigation, law suit or government investigations.

The first step is to search for the data you want to/need to find and process. This can be easily done by using the search function in contentACCESS Portal and applying filters to narrow down the search. For this task, we recommend one of the following options (or even combination of them, if necessary):

  • Fulltext search – search in the entity selected in Connect to by multiple criteria
  • Advanced search – search in multiple entities by multiple criteria
  • GDPR search – if you need to search for sensitive data (items containing name, phone number, address, card number, etc.)

After the search has been performed, it is possible to configure a Periodical search. Thanks to this feature the user won’t have to manually search if someone worked with sensitive data, but can let the system do the work instead. The system will be also sending notification emails with the results of the periodical search to the specified recipients – this way any data leakage can be detected very soon.

The search results can be exported as PST (if the results are only from Email archive) or ZIP file. The ZIP file will also contain Manifest file – an .xls file that contains summary about the exported items. Export actions can be downloaded from Tasks list or Tasks page.

Screenshot: Exporting items as PST

Screenshot: Exporting items as ZIP

The legal hold feature allows to create a legal hold case, where the user can put documents (search results) afterwards. Documents that are under a legal hold case can’t be deleted from the system until the legal hold case expires.

If you don’t want to export search results as ZIP, but want to have an .xls document with summary about them (similar to the manifest file), it is possible to create one by using the Create report function. The report can be then downloaded from Tasks list or Tasks page.

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