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Case search in DA

Silvershare
Level 4
Partner Accredited Certified

dear all

we are implimented DA with enterprisevault, we are able to create a search with the da client, but after that the "go to review" icon is not highlighted and the search is not working

 

please advise

 

thank you

1 ACCEPTED SOLUTION

Accepted Solutions

TonySterling
Moderator
Moderator
Partner    VIP    Accredited Certified

You need to assign the appropriate roles.  If it is just you or one person working the case you can assign them to be the Case Admin.  To assign a case role, click the Cases tab and then click the required case in the left pane. Then click the Role Assignment tab.

If necessary you can create a new role or modify an existing one.  To edit the roles

To edit the properties of a role

  1. Click the Application tab in the Discovery Accelerator client, and then click the Roles tab.
  2. In the left pane, click the role that you want to edit.
  3. In the right pane, change the role name and description, if necessary, and choose the permissions to associate with the rolll.

    The role name must be unique and can contain up to 50 characters. The description can contain up to 250 characters.

  4. Click Save.

To create a new one check this article URL http://www.symantec.com/docs/HOWTO31549

Another good technote is this one: Article URL http://www.symantec.com/docs/HOWTO31560

You could also have a read of chapter 3 of the DA Administrators guide.pdf.

View solution in original post

1 REPLY 1

TonySterling
Moderator
Moderator
Partner    VIP    Accredited Certified

You need to assign the appropriate roles.  If it is just you or one person working the case you can assign them to be the Case Admin.  To assign a case role, click the Cases tab and then click the required case in the left pane. Then click the Role Assignment tab.

If necessary you can create a new role or modify an existing one.  To edit the roles

To edit the properties of a role

  1. Click the Application tab in the Discovery Accelerator client, and then click the Roles tab.
  2. In the left pane, click the role that you want to edit.
  3. In the right pane, change the role name and description, if necessary, and choose the permissions to associate with the rolll.

    The role name must be unique and can contain up to 50 characters. The description can contain up to 250 characters.

  4. Click Save.

To create a new one check this article URL http://www.symantec.com/docs/HOWTO31549

Another good technote is this one: Article URL http://www.symantec.com/docs/HOWTO31560

You could also have a read of chapter 3 of the DA Administrators guide.pdf.