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Discovery Attender User Guide

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Discovery Attender User Guide Welcome Sherpa Software's Discovery Attender is a software tool designed to automate the search and collection of electronically stored information across a variety of platforms. This dynamic solution sits behind the firewall and enables in-house talent to identify and gather responsive information in a timely, defensible manner. The Discovery Attender interface is designed to be intuitive and user friendly. The Welcome Screen (above) serves as the gateway to the product. From here you can directly open the PreSearch Tool or create a project. A project serves as a repository for a collection - related searches and associated result sets. Once a new pro- ject is created, the MAIN CONSOLE acts as the central hub to allow you to control the creation, processing, and organization of searches. From here, you can access a Search Wizard which guides you through the step-by- step process of creating a new search. The MAIN CONSOLE also provides access to the Result Management features to view, organize, export and report on the messages, attachments and files that are found during your custom searches. Where to Begin To effectively filter and produce data with Discovery Attender, you must first create a project . Once a project is created, follow the steps below to begin the process: Step Action Description 1 Create and Run A Search A setup wizard leads you through the process of selecting locations and criteria to include in your search. Once started, the chosen data stores are scanned to find items (called results) that match the selected criteria. Information and metadata from these results are stored in the search data- bases. 2 Manage Results After the search is complete, you have a variety of options to view and organize your results including: l Review l Filter l Deduplication l Annotation l Labels l Marks l and more 3 Export Results Discovery Attender provides a number of set- tings for exporting selected results to your chosen format. After the results have been exported, you may find it useful to generate reports to document the chain of custody or audit trail for your searches. Sections Please navigate to the following sections to find further detail about key topics. l Installation Guide l System Requirements l Main Console l Search Wizard l Result Management l Result Actions l Settings l Supported File Formats l PreSearch Tool l Best Practices l Glossary l Contact Information Searchable Data Stores l Microsoft Exchange (including Mailboxes, Public Folders and Online Archives) l Outlook Personal Folders (PST files ) l Office 365 and other EWS data stores l MBOX files l Lotus Notes NSF mail files l Microsoft SharePoint l Files stored in network and local file shares l MSG or EML formatted email stored in network and local file shares l Archives created by Sherpa Software's Archive Attender Questions Please contact our technical support team with any questions. Copyright www.sherpasoftware.com © Copyright 2003-2020,Sherpa Software, LLC. All rights reserved. Under the copyright laws, neither the documentation nor the software, can be copied, photocopied, reproduced, translated, or reduced to any electronic medium of machine-readable form, in whole or in part, without the written consent of Sherpa Software, LLC except in the manner described in the software agreement. The examples contained in this document, including companies, names, results and criteria, are fictitious. No association with any real organization, product or person is intended or should be inferred. Discovery Attender is a registered trademark of Sherpa Software, LLC. Microsoft, Exchange, SharePoint and Outlook are either trade- marks or registered trademarks of Microsoft Corporation. Domino, Notes and Lotus Notes are trademarks or registered trademarks of the Lotus Development Corporation. Portions of Lumisoft are used under terms of the Code Project Open License. Portions copyright dtSearch®, http://www.dtsearch.com Portions of SevenZipSharp -- http://sevenzipsharp.codeplex.com -- are used under terms of the Lesser Gnu Public License (LGPL) and GPL. Portions of 7-Zip -- Copyright (C) 1999-2020 Igor Pavlov http://www.7-zip.org-- are used under terms of the Lesser Gnu Public License (LGPL) and GPL. Installation Guide The following are general steps to install Discovery Attender. For more detailed information, please see the Getting Started guide. Prerequisites for Discovery Attender 4.0 l Version4.0 of Discovery Attender requires the .Net 4.5 framework to be present on the installation machine before setup has begun. If this framework is not present, the installer cannot continue. l If you are searching any Microsoft Exchange based mail store (mailboxes, public folders, online archives, PST files, MSG file paths, EWS (Office 365), Archive Attender archives), Microsoft Outlook version 2003 or above must be installed and run once with at least one profile. Outlook is not completely configured until the first profile has been created. If you are searching Exchange 2013, you must have an Microsoft Outlook client version 2010 or above installed and a Master MAPI Profile created to an administrator account. l If you are searching NSF files, a Lotus Notes client version 8.5.1 or above must be installed. l If you are searching SharePoint, the Discovery Attender for SharePoint component (licensed separately) must be installed on a server within the SharePoint farm you wish to search. l Discovery Attender requires local administrator rights to the computer where it is installed. Please note: l If you are running Discovery Attender on a computer with UAC settings enabled (Windows Vista, Windows 7 or Windows Server 2008 or above) you will be prompted each time you run the pro- gram. l Do not install Discovery Attender directly on a production Exchange server. If you install it on a backup Exchange server, please be aware that some PST functionality may not work properly. New Installation 1. Choose the server or computer where you wish to install Discovery Attender. 2. Verify that the prerequisites (see above) are installed and configured 3. Double-Click the appropriate setup file (e.g. DA_Setup.exe) to begin the installation of DISCOVERY ATTENDER. The InstallShield™ wizard will automatically launch the setup wizard. 4. Follow the screens as prompted. You must accept the LICENSE AGREEMENT to continue with the install- ation. 5. Select the Discovery Attender features to install. The Sherpa PreSearch Tool is an optional, but recom- mended, component. 6. Select the location to which you wish to install Discovery Attender. In addition to the program files, this path stores log files and a temporary directory. Verify the login account has read/write permission to this location. 7. You will be prompted to install a specific C++ runtime libraries. Please follow the prompts and accept the license agreement. If you have an older version of the C++ runtime libraries installed, you may be prompted to upgrade and reboot. 8. Discovery Attender will be installed with a new program group created in your Start Menu. At any time you can go to Start | Programs |Discovery Attender |Start Discovery Attender to begin. 9. At the conclusion of the installation, you will have an option to launch Discovery Attender. Select the checkbox and click 'Finish' to launch the application. 10. Upon startup, you will be prompted for your license key (does not apply for evaluation versions). 11. The Welcome Screen will appear guiding you through the options for creating a new project. Existing Installation l Discovery Attender 4.0 will update all previous versions of the product from version 2.0 and above. It should not, however, be installed side by side with an older version of the product. l If you have a 2.x or 3.x version installed, please use the Upgrade option after clicking on the appro- priate setup file (e.g. DA_Setup.exe). l Older projects created in V2.x and above will not be overwritten; however, they will be upgraded when opened in Version4.0 to match the new format. l If you are using the 'Search Again' option on a search first created in an earlier version, please make sure you check the wizard options carefully. Many options that are available in newer versions of Dis- covery Attender did not exist in older versions, or existed in a different format which may not have trans- lated to your specifications. l Please contact Sherpa Software technical support if you have any questions or issues. Note: Discovery Attender Versions 2.x and above, including Version 4.0, are not compatible with older 1.x versions. 1.x versions can be installed side by side with 2.x, 3.x and above, including Discovery Attender 4.0. Un-Installing Discovery Attender To un-install Discovery Attender, open the Control Panel, choose Add/Remove Programs or Programs and Features (depending on your operating system), and select Discovery Attender from the list. All information stored in the default application directory, including any projects data located in those dir- ectories, will be deleted. See Also Installing the SharePoint Component Installing the SharePoint Component The following are general steps to installing the Discovery Attender for SharePoint component. For more detailed information, please see the Getting Started guide. The SharePoint component runs as a service on a server that is a member of the SharePoint farm containing the sites that need to be searched. It can be installed on and search SharePoint 2007 or SharePoint 2010 servers. Since the processing of files is done through the service installed on the SharePoint server, the machine where this service component is installed should have sufficient bandwidth, CPU, hard drive space and memory to conduct file searches. Full permission to the sites included in the searches is required for the SharePoint component to run effect- ively.
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