Managing eDiscovery

On the eDiscovery page in the Kore Enterprise Admin Console, you can define and manage eDiscovery searches. You can define an eDiscovery search that provides a relevant list of Kore messages for review, usually by civil or government investigations. After you define the eDiscovery search, you can enable other users to review the results of that search, for example, an attorney with read-only access.

You can view existing eDiscovery search details, view the results of an existing eDiscovery search, create a new eDiscovery search, copy an eDiscovery search as a basis for a new search, or if needed, delete an eDiscovery search on the eDiscovery page.

The following illustration is an example of the eDiscovery page in the Compliance module.

The following list describes the columns displayed for each eDiscovery search.

Control Description
Search Name The name of the eDiscovery search displayed in the Enterprise Admin Console.
Hold Status Indicates that the Kore accounts in the search results are on hold and the specified period for the hold. One of:
  • None
  • Indefinite
  • On Hold - < XXX > Days
Last Modified The date timestamp when the eDiscovery search was modified last.
Last Accessed The access timestamp when the eDiscovery search was last accessed by any user.
Click to view details for the eDiscovery search to include:
  • Created By - The users that created the eDiscovery search.
  • Created On - The timestamp when the original eDiscovery search was created.
  • Last Modified by - The name of the user that modified the eDiscovery search last.
  • Last Modified On - The timestamp when the eDiscovery search was modified last.
  • Users - The number of Kore users included in the search results.
  • Items Summary
    • Users/Messages - The number of Kore users included in the search results and the total number of messages for those users.
    • Spaces/Rooms/Posts/Direct Messages - The total number of spaces, rooms, posts, and direct messages included in the search results.
  • On Hold Duration - The duration specified for the search for the retention of messages in the search result.

To view the search criteria for the eDiscovery search, click View Search Criteria.

Click to open the Viewing results for eDiscovery Search - < Search Namepage to display eDiscovery search results for users and spaces. For more information, see View eDiscovery Search Results.

This section describes the commands available on the Action bar.

The list of entries in an admin console table can be very large depending on the size of your company, for example, a list of users or spaces. To find one or more specific users, groups, or spaces, in the Search field, enter at least three characters to begin find-as-you-type. For example, enter ra and any matching entries are displayed as shown in the following illustration.

Note: The number of search terms in a search query is unlimited, however, no more than the first 20 characters of each search term is used to return search results.

To view all entries, clear the search field, and then press the Enter key.

Click the  button to display the Define a new eDiscovery Search dialog that you can use create a new eDiscovery search. For more information, see Define an eDiscovery Search.

Click the  button to copy the selected eDiscovery search and create a new eDiscovery search based on the original search using the Copy of < eDiscovery Search Name > naming syntax.

Click the  button to delete the selected eDiscovery search. For more information, see Delete an eDiscovery Search.

This section provides descriptions about the information displayed on the eDiscovery page in the Compliance module.

You can display the current results for user accounts in an eDiscovery search. For more information, see View eDiscovery Search Results

The following illustration is an example of the People tab on the Viewing results for eDiscovery Search - < Search Name > page.

On the User Accounts tab, on the header row, you can view the number of users and total number of messages returned based on the search criteria. Search results are grouped by first by user, and then by message thread.

Each message thread shows the message type icon, for example, chat or email, thread or room title, number of messages in that thread, and the timestamp of the most recent in that thread.

Click the Message Info  icon to open the Message Info dialog. One or more tabs are displayed with message information such as Author, Sender, Message ID, Size, Sent timestamp, and so forth.

Click View Entire Conversation to view the message thread in a separate dialog in the context with other users not defined in the search.

You can display the current results for Bots in an eDiscovery search. For more information, see View eDiscovery Search Results.

The following illustration is an example of the Bots tab on the Viewing results for eDiscovery Search - < Search Name >.

On the Bots tab, on the header row, you can view the number of users and Bot messages returned based on the search criteria. Search results are grouped by first by user, and then by the Bot.

For Bot, each Bot post is listed and shows the post title, body content, and date.

You can display the current results for space accounts in an eDiscovery search. For more information, see View eDiscovery Search Results.

The following illustration is an example of the Spaces tab on the Viewing Search - < Search Name >page.

On the Spaces tab, on the header row, you can view the number of spaces, rooms, posts, and direct messages returned based on the search criteria. Search results are grouped by first by space, and then by room.

For each room, posts to the room are listed and show the post icon, author, message policies icon if applied, links to images and attachments, and the timestamp of the most recent post in that room. For each message, you can click the Message Info icon to open the Message Info dialog. One or more tabs are displayed with message information such as Author, Sender, Message ID, Size, Sent timestamp, and so forth. 

You can view read-only search criteria specified for an eDiscovery search. For more information, see View eDiscovery Search Criteria.

In This Section

Next Steps

After you define your eDiscovery search, you may want to review your default message retention policy. For more information, see Managing Retention Policy.

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