External email EV search

I think you would be best served by Discovery Accelerator or Clearwell. Do you have either of those?

yes sorry, I am using Clearwell to collect from EV. Do I just add the external email address as a custodian? It is showing up in my employee list then which doesn't seem right. 

Hello tad_17,

Under EV Search Tasks it has the tab 'Filtering', this would allow you to filter by:

• Sender or Recipient (To, From, CC, BCC)
• Sender (From)
• Recipient (To, CC, BCC)

If you've not processed the collection set, it won't be possible to search under advanced search to do this as the EV data will not be present in the eDiscovery platform.

Hi Daly Whyte,

Thanks for your reply. Our system is synched with Active Directory so when I filter by Sender or Recipient etc I get the employee list. Do I add the external email address to the employee list? 

Apologies, I know I am missing something obvious here.. 

Hello tad_17,

Where are you doing this filtering? This needs to be at the collection task level, as you set up the search parameters for the EV collection task.

Please let me know if this is what you're already doing or if I am misunderstanding.

Hi Daly Whyte,

Yes I am doing the filtering at collection task level. The steps I'm taking are as follows:

• Selecting Case
• Collections Ribbon
• Collections task
  • Enterprisevault Journal
  • Selecting archives
• Under filtering tab:
  • Clicking 'Browse' under 'Email to custodian mapping'  - this is where I'm unsure if I add the external email address here as a custodian? 

Hope this makes sense?

You're close.

You haven't mentioned what version of Clearwell you are using, but I we are running 8.0.  I don't think this dialog has changed since 7.1.3 though.

So, You

1. Create your EV Search Task
2. You will be on the Edit/View Task tab in the Archives sub-tab. Here you select either the specific archives you want to search, or an entire vault store(s)
3. In the Same row as the Archives sub-tab, select the Filtering tab.
4. A third tab row appears.  You are now in Edit/View Task > Filtering > Sender / Recipient
5. Here you can enter the gmail address you wanted to find and select one of 3 radio buttons.  I would leave the Option 1 default which will find both inbound emails and responses to that address.
   1. Sender or Recipient
   2. Sender
   3. Recipient
6. Save and Start your collection task.

I've attached a screenshot showing all the tabs I'm referring to.

Edit: The screens are the same if you are doing an actual collection, instead of an EV Search task.

Nearly forgot to include screen shots from the EV Search Task that I ran in my CW v80 lab.

• Here's how I used the Search by email feature:

• Here's the result as shown in the Sample Preview:

Jimmy Harris you are right, I was trying to do the search over an EV Journal Archive Source. 

Thanks everyone for your replies.