V11 SP8
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Options for Creating a Case

You can use the following options to define criteria for collecting data in a case. These options are divided into the following sections:

Basic Details

Label Description
Name The name of the case as it appears in Compliance Search.
Number Use this box to assign a number to the case for your record keeping needs.
Notes Use this box to enter a description of the case. What you enter will be visible to anyone who can access this case.
Create a Legal Copy Select this check box if you want to copy data included in the case from the backup source to a reference copy client. Clear this check box if you want to collect data directly from the backup source and suspend data aging on the source client.
Storage Policy Use this list to select a storage policy to associated to the case reference copy client.

Custodian Data Source

Label Description
Custodians Use this list to add custodians to the case. A custodian is a user whose data can be collected and searched in the case. You can enter CommCell users or user groups, Active Directory users or user groups, or email addresses to add custodians to the case.
Data Source Use these options to select the types of data that you want to collect this case.
Desktops/Laptops Select this check box to collect data from the client computers that are owned by the custodians.
Select Assets When Desktops/Laptops is selected, you can choose the individual client computers that you want to include in the case. Only the client computers that are owned by custodians appear in this list.
Mailbox Select this check box to collect email data from the mailboxes that are owned by the custodians.
Journal Hold Select this check box to collect email data from the journal mailbox of which the custodians are recipients.

Non Custodian Data Source

The following options are only available when the Create a legal copy check box is enabled for collecting journal email data.

Label Description
Review Set Use this list to include data from a new or existing review set in this case. Any data in the selected review set that is owned by a custodian of the case and matches the selected data sources will be collected in this case.

Filter Criteria

The following options are only available when the Create a legal copy check box is enabled for collecting journal email data.

Label Description
Add Filter(s) Use this button to add the additional filter options to the Filter Criteria section.
Keyword Use this box to enter a keyword filter for the data collected in this case. Only data that matches the filter criteria will be included in the case.
Recipients Use this box to filter email data in the case based on recipients. Only data that matches the filter criteria will be included in this case.
Recipient Groups Use this box to filter email data in the case based on groups in the email recipients. Only data that matches the filter criteria will be included in this case.
Expand Select this check box to consider the users of an email group as individual recipients. When this check box is selected, email data that has the specified groups or an individual member of the group as a recipient will be included in this case.
Received Time Use this box to filter email data in the case based on when it was received by the custodians. Only data that was received by custodians between the dates in the From and To boxes will be included in the case.
From Use this box to select a start date for the Received Time filter. Only data received by the custodians after this date will be included in the case.
To Use this box to select an end date for the Received Time filter. Only data received by the custodians before this date will be included in the case.
Sampling Rate Use this box to specify the sample size of results for searches of the data in this case.

When a search is performed on a case with the Sampling Rate filter, only a portion of the total matching results (a sample) will appear in the search results list. For a given sampling rate value (r) and the total possible results of a search (t), then calculation used to determine the sample size (s) is:

r2 ÷ 10,000 x t = s

For example, if sampling rate value is 70, and the total possible results for a search is 50,000, then the calculation used to determine the sample size would be:

702 ÷ 10,000 x 50,000 = 24,500

So for a sampling rate of 70, a sample of 24,500 search results out of a total of 50,000 possible search results would appear.

Language For email data that contains non-English characters, use this box to select the type of writing system used in the email data.

Add Reviewers

Label Description
Group or User Names Use this box to add reviewers to the case. A reviewer is a user who can view and edit a case in Compliance Search. You can enter CommCell users or user groups, Active Directory users or user groups, or email addresses to add reviewers to the case.

Schedule

The following options are only available when the Create a legal copy check box is enabled for collecting journal email data.

Label Description
Enable Schedule Select this check box to schedule a backup of the case data on a regular basis.
Repeat Schedule Use this option to select how often you want the schedule to run.
Daily Use this option to run the schedule once each day.
Weekly Select this option to run the schedule once a week.
Days When Weekly is selected, use this option to specify the day of the week for the schedule to run.
Start Time Use this list to specify a time of day for the schedule to begin.

Preview and Save

Label Description
Summary The selected criteria used to create the case.
Save Click to save and create the case.