Creating Discovery Archives

Discovery Archives:

  • Can be created by any AMS Archive Reviewer
  • Stores the list of message IDs that match the query, so the exact set of matched messages will be returned when the archive is exported or recovered.
  • Can be exported into a PST or EML file using the Export Manager tool.
  • Can be imported into to a single mailbox by an AMS Administrator.

NOTE

Only users assigned Archive Reviewer permissions by your AMS administrator will be able to access, use or configure this functionality.

To create a Discovery Archive

  1. Use the search instructions under Search Company Email Archive Using the Query Builder to create a query that returns the messages and/or attachments that need to be retained. Discovery Archives can also be created using Advanced Query Language queries.
  2. When you complete the search, click the Create Archive button.
  3. Query builder screen after a query has been run

  1. In the Create Discovery Archive page, go to Discovery Archive Name field and type a unique name for the archive.
  2. Create a Discovery Archive

NOTE

If you are searching archives for discovery purposes, you may need to create many archives for a given project. To make it easy to find and review archive contents later, use a consistent, descriptive naming convention for the archive, such as Date_ReviewerName_CaseNumber_ArchiveNumber. For example 20191027_Smith_345000_1

  1. Click Create Discovery Archive to create the archive and add it to the scheduling list.

To view archives created in the last 24-hours, or in progress, click the View Recovery Archives navigation link at the top of the web page.

View Discovery Archives