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Case Manager FAQ

Which reports are available on the case data collected?

In the Dashboard for a case, you can see information such as:

  • The number of emails, mailboxes, senders, or receivers
  • The received time of the emails
  • The indexing status

For information about accessing the dashboard, see Viewing the Dashboard for a Case.

Why don't I see previews of my email messages on the search page in Case Manager and Compliance Search?

You must have Microsoft Outlook 64-bit installed on the Web Server to preview email messages on the search page and to perform operations such as exporting to the PST format.

Why can't I create a case?

You must be associated with a role that includes the Compliance Search permission. Your administrator can update the role that you are associated with or can associate you with a new role. For example, if you are associated with the Tenant admin role, your administrator can add the Compliance Search permission to the Tenant admin role. For information about updating permissions on roles, see Managing Roles.

Why can't I see any data classification plans or server plans?

Your administrator must give you access to the plans by adding your user and the Plan Subscription Role to the plan Security section. For information about the plans needed for Case Manager, see Getting Started with Case Manager.

Why do I see an error in search?

Your administrator must give you access to the plans by adding your user and the Plan Subscription Role to the plan Security section. For information about the plans needed for Case Manager, see Getting Started with Case Manager.

Last modified: 3/3/2021 5:33:12 PM