Creating a Case for File Server Data

Compliance officers can create a case to collect file system data from file servers or laptops.

  • Legal hold case: If you want to identify and segregate relevant data and preserve them for a long term for legal purpose, then you can create a Legal hold case. Case data is stored in a separate copy and the source data is retained until the case is deleted.

  • Review set case: If you want to sort and group relevant data for further processing and review, then you can create a Review set case. Case data is obtained directly from the backup source. Once you create a review set case, you cannot remove case data from it.

Before You Begin

All source data must be content indexed for the data to be qualified for Case Manager jobs. For more information see, Content Indexing Policy for File System Agents.


Case Manager data collection queries Active Directory (AD) to identify the security attributes and groups a user belongs to. When an employee leaves an organization, until the data collection is complete for an active case, you must do the following:

  • Maintain the AD user account in a disabled state for terminated employees

  • Maintain AD group memberships for terminated employees


  1. From the navigation pane, go to Activate.

    The Activate page appears.

  2. Click Case manager.

    The Case manager page appears.

  3. In the upper-right area of the page, click Add case, and then select Legal hold or Review set.

    The Legal hold or Review set dialog box appears.

  4. In the Name box, enter the name of the case that you want to appear in the Case Manager.

  5. From the Data Classification plan list, select a plan to associate with the case.

  6. From the Server backup plan list, select a plan to associate with the case.

  7. From the Data Collection list, select one of the following options:

    • Continuous: Incremental data is collected continuously based on the Recovery Point Objective (RPO) of the Server Plan.

    • One time only: Data is collected only once.

  8. From the Data type list, select the solution that specifies the type of data that you want to collect for the custodians added to the case.

    • To collect file system data from any client or client group that have access to files and file shares, from the Data type list, select File servers.

    • To collect file system data from a list of clients that are owned by any of the custodians in the case, from the Data type list, select Laptops.


      To add multiple custodians, separate each custodian with a comma. For example, enter Adhira Venkatesh, Bohai Wang,

  9. Expand Additional Criteria, and then configure additional filter criteria for the data included in the case. For more information, see Additional Criteria for Case Manager.

  10. Click Save.

What to Do Next

  • The option that you selected from the Data collection list specifies how often the Commvault software automatically collects data. To run a collection job on demand, in the upper-right corner of the case page, click Submit collection job.

  • After a data collection job runs, you can search the data that is collected.

  • When you create a case, a case definition is automatically created. The case definition specifies what data is collected, how often it is collected, and other settings. You can create more definitions for a case. Changes that you make to the definitions for a case (including adding, modifying, and deleting definitions) apply only to subsequent data collection jobs.