Any combination of the discovered email server/archive document sources (Microsoft Exchange, Symantec Enterprise Vault, and HP IAP servers) can be added to a case for indexing and analysis. To discover these sources, refer to “Discovering Archive Sources” on page 23.
To add email server/archive document sources to a case:
1. Under the Case Management tab, click on the Case menu and select a case. 2. Click Case > Sources to open the Manage Sources page.
Table 4-8 EDRM XML Options
Options Description
Source Name
Specify a name to identify the source. Source Directory Click Browse to select the directory. Description Specify an optional description. Default custodian for newfiles Select a custodian for new files in this source.
Import non-metadata Select the check box to import non-metadata. Non-metadata consists of tags in the review tag section of the XML file (as opposed to metadata tags, which are contained in the document tag section). Select this option if you want to bring in any user-generated tags (such as “responsive” or
“privileged”) in addition to metadata tags about the document (such as subject and modified date).
Native metadata overrides
XML metadata Select the check box to have the native metadata in the file override any XML metadata. If you are importing native files with an EDRM import, you can select either of the following options:
– Use the metadata that is contained in the EDRM file to constitute the document in Clearwell (use information such as subject, modified date, and sender/recipient in the EDRM file).
– Process the native file that is referenced in the EDRM XML and use the metadata that is obtained from processing to represent the document.
3. To add one or more email server/archive sources:
A. Select Email Servers/Archives from the menu in the lower-left corner of the page, and click Go.
Note: You can use the Manage Appliances page to specify that email server/ archive sources be restricted to specified appliances. In this case, the sources do not appear as candidates to select for a case. Refer to "Maintaining Clearwell
Appliances" in the System Administration Guide.
Figure 4-9 Adding Email Server/Archive Sources
B. Select the check boxes next to the sources you want to add.
C. If you want to index only a fraction of the discovered mailboxes, select Add with all mailboxes disabled from the menu at the bottom of the page. This also disables the Auto Enable feature so that mailboxes discovered in the future are disabled by default.
4. To limit the date range of indexed documents, click the source name on the Document Sources list, click the General tab, specify the following dates, and click Save.
5. To enable or disable indexing of specific mailboxes, archives, or repositories for the new Exchange, Enterprise Vault, or IAP server, respectively:
A. Click the source name.
B. Click Enable All or Disable All, or select the check box next to the appropriate items, select Enable or Disable from the menu in the lower-right corner, and click Go. Click the first check box to select all the items on the page.
To search the list of mailboxes:
› From the in menu, select the column to be searched.
› In the Search for field, enter the starting characters of the text to be found (use a “*” to indicate any text). For example, to find all names that start with “Robert” enter “rob” or “*ob”.
6. To assign or delete custodians for specific mailboxes, archives, or repositories: A. Select the check box next to the items where you want to assign the same custodian
(or remove the custodian). Click the first check box to select all the items on the page. B. Select a custodian from the menu in the lower-right corner, and click Go. To remove
the current custodian, select <none>. To define a new custodian, select New custodian, enter a custodian name, and click OK.
7. To start the indexing process:
A. Click Manage Sources to return to the list of document sources. B. Select the check box next to the appropriate sources.
C. Select Start Processing from the menu in the lower-right corner of the page, and click Go.
To schedule a document crawler task to periodically collect and index new content for each source, refer to “Managing Case Schedules” on page 131.
Table 4-9 Email Server/Archive Source Date Range
Field Description
Crawl start time for new
mailboxes Crawl end time for new mailboxes
Specify the date and time of the oldest and/or most recent document you want to include the first time a mailbox is indexed:
•Click , enter the time in 24-hour format, and select a month and day
.
or
•Enter the date and time directly as: MM/DD/YYYY HH:MM:SS. By default, only emails later than the previous crawl time are indexed.