Administering eDiscovery Manager

You use the eDiscovery Manager web client to configure various aspects of the system and to integrate eDiscovery Manager with other products like directory servers, records management systems, and so on.

About this task

Prerequisite: Review the topic Configuring eDiscovery Manager to get a complete picture of the eDiscovery Manager configuration process and to understand where administering eDiscovery Manager fits into that process. Take advantage of the configuration checklists that are provided there to prepare you for administering eDiscovery Manager.

Only one person can administer eDiscovery Manager at a time. Be sure that no other Super Users or IT Administrators are currently administering eDiscovery Manager or managing cases.

Important: Your ability to perform tasks depends on the roles that were assigned to you. Only icons and menu options for tasks that are associated with your roles are visible to you. Be aware that this topic might include information that is not relevant to your roles.

To begin administering eDiscovery Manager, click Administration on the Select Case window. Or, if you already selected a case, click the Administration link in the eDiscovery Manager title bar. At a high level, administering eDiscovery Manager consists of:

  • Configuring specific aspects of the eDiscovery Manager system on the Administration page
  • Managing cases and user access to cases on the Case Information page
  • Creating and managing audit reports on the Audit Search and Audit Report pages
  • Configuring general settings
    Configure global settings for IBM® eDiscovery Manager and identify the types of content archives that your site has.
  • Configuring user roles
    User roles determine the tasks that a user can complete in the eDiscovery Manager web client. You can assign multiple roles to a user.
  • Configuring the content management system
    When you installed eDiscovery Manager, you identified your content management system and provided connection information to the primary content server. To enable users to search content on other content servers, you must provide connection information for those secondary content servers too. (Note that content servers in IBM Content Manager Enterprise Edition systems are uniquely identified by a library server database name while content servers in IBM FileNet® P8 systems are uniquely identified by a Content Engine URL and object store name.)
  • Adding and importing collections
    Collections are comprised of different elements, depending on whether the underlying content management system is IBM FileNet P8 or IBM Content Manager Enterprise Edition. In FileNet P8 environments, a collection is comprised of one or more object classes. In Content Manager EE environments, a collection is comprised of one or more item types. No item type or object class can exist in more than one collection; an item type or object class is unique to a collection. Before your users can search collections, you must add or import collections on the Collections pane of the Administration page.
  • Adding and importing search templates
    Search templates allow users to search collections. When you create a search template, you define the collections to be searched, you specify the content server properties that can be searched, and you specify the information to be displayed in search results.
  • Configuring export settings
    Before your users can export content, you must configure export settings.
  • Configuring export formats
    Users need to be able to export content for legal review. However, before users export content, you should review the export format options to ensure that the plug-ins are optimized for your users. eDiscovery Manager can export content with the default options, but your site might benefit by taking advantage of some of the formats' optional features, which might not be enabled by default. In addition to the default export formats, you can create your own custom export format using the eDiscovery Manager export API, or you can use the export format plugins from other vendors. In the latter case, work with your plug-in vendors to gather the necessary information for configuring export formats and their associated plug-in parameters.
  • Configuring tasks to be audited
    In addition to the tasks that eDiscovery Manager audits by default, you can select additional tasks that you want to audit.
  • Creating and managing audit reports
    You can view audit records and optionally create an audit report from the Audit Search page. After searching the audit records of one case or all cases, summary details are displayed for the audit records that are returned. Creating an audit report provides even more detailed information. For example, if you search for audit records of export tasks, the audit records that are displayed show only who exported the content. In contrast, the audit report of those same records shows who exported the content and which pieces of content were exported. eDiscovery Manager stores audit reports on the primary server.
  • Configuring Lotus Domino settings
    Before your users can view emails with Lotus Notes® or Lotus® iNotes®, and before they can export Lotus Notes email, you must configure the connection to the Lotus Domino® server.
  • Configuring LDAP
    If you want to make a user directory accessible to your users, you must configure the connection to a directory server that is accessed by LDAP (Lightweight Directory Access Protocol). eDiscovery Manager supports Lotus Domino, Microsoft Active Directory, and Tivoli® Directory Server (TDS).
  • Configuring logging
    Optionally, you can capture messages for the eDiscovery Manager web client and the eDiscovery Manager work manager that can help with troubleshooting.
  • Configuring records management
    Optionally, you can integrate eDiscovery Manager with either IBM Enterprise Records or IBM Records Manager and Content Manager Records Enabler. Doing so enables your users to declare folder contents as records.
  • Checking the status of administrative tasks
    After you perform an administrative task, you can check the progress and current status of the task. You can also view details about the task such as when it started and finished, and whether it completed successfully or not.
  • Creating cases
    Before your users can use eDiscovery Manager, you must create at least one case. Create a separate case in eDiscovery Manager to hold all of the relevant content for each internal investigation, discovery order, or legal matter. Users cannot collect content without first selecting a case.
  • Managing cases
    As a case administrator, you are responsible for managing cases. Common tasks when managing a case include editing case information, renaming cases, activating and deactivating cases, and deleting cases.
  • Deleting inactive cases
    When all of the work that is associated with a case is done, you can make a case inactive. At some point, you might want to delete that inactive case from the system. When you delete a case, you remove all folders, content references, saved searches, and audit records that are associated with the case. Content is not deleted from the content archive.

Results

Be sure to apply any changes that you make before logging out of the eDiscovery Manager web client. Administrative changes that you make during a session are cached for the length of that session. When you log out, eDiscovery Manager discards any unsaved changes.
Parent topic: Getting started with IBM eDiscovery Manager
Related tasks:
Starting the discovery process
Managing cases
Administering eDiscovery Manager
Related reference:
Hints and tips

Related information

http://publib.boulder.ibm.com/infocenter/email/v2r2m0/edcmo000.htm