Last updated: 02-Jul-2012

ReadMeFirst for Discovery Accelerator™ 9.0

To download the latest version of this document and the other Discovery Accelerator release notes, or to obtain Japanese, Simplified Chinese or Traditional Chinese versions, see article TECH147785 on the Symantec Enterprise Support site.

For the latest news about this release, including any hotfixes, subscribe to http://www.symantec.com/docs/TECH147786.

Note: If you downloaded the original version of Enterprise Vault 9.0.4 on or before 28 June 2012 (version 9.0.4.1095), you must download the updated version of Enterprise Vault that fixes the issue described in http://www.symantec.com/docs/TECH192064. This issue did not affect Discovery Accelerator. If you installed the original 9.0.4 version of Discovery Accelerator, there is no need to update it.

This document provides important information about the Symantec Discovery Accelerator 9.0 release.

For information on the new features and fixes contained in the 9.0.4 release, see the Discovery Accelerator 9.0.4 document. This is included as DAUpdates_en.htm on the release media.

If you are performing a new installation of Discovery Accelerator, follow the instructions in the Installation Guide. This guide is in the Documentation folder on the Discovery Accelerator media.

If you are upgrading from an earlier version of Discovery Accelerator, follow the instructions in Upgrading to Symantec Discovery Accelerator 9.0.4. This is included as DAUpgradeInstructions_en.htm on the Discovery Accelerator media.

For the latest information on supported devices and versions of software, see the Enterprise Vault Compatibility Charts (http://www.symantec.com/docs/TECH38537).

For the latest information on supported upgrade paths, see the technical note called Supported upgrade paths for Enterprise Vault, Compliance Accelerator, and Discovery Accelerator (http://www.symantec.com/docs/TECH53174).

Contents

New features and changes in Discovery Accelerator 9.0

For more information on the features described below, see the supplied documentation.

Deduplication feature

This release of Discovery Accelerator provides a deduplication feature. The purpose of this feature is to minimize review, export, and production times by letting you identify and exclude similar items and duplicate items. Discovery Accelerator considers items to be similar when they have the same metadata properties, such as author display names, subjects, and number of attachments. Duplicate items have exactly the same content as well as the same metadata properties.

The option to identify and exclude duplicate items is available only in cases that you have enabled for analytics. This is not true of similar items, however, which you can identify and exclude in all cases.

The table below describes the main facilities that the deduplication feature provides.

Facility Description
Stack duplicate and similar items while reviewing.

In the Review pane of the Discovery Accelerator client, a Stack dropdown list lets you hide or show duplicate items and similar items in the review set.

Note that if you sort the items before you select an option in the Stack list then, after you have selected the Stack option, the items may no longer be in the original sort order. For example, this is the case if you first choose to sort the items by the Author column and then select one of the Stack options.
Bulk-mark duplicate items. By right-clicking an item in the Review pane of the Discovery Accelerator client, you can now apply a mark to all its duplicates. You can also add comments and apply tags to all the duplicate items at once.
Omit duplicate and similar items when exporting or producing. You can now choose to exclude duplicate items and similar items when you perform an export run or production run.
Report on the duplicate and similar items in an export run or production run.

If you choose to enable deduplication when you conduct an export run or production run, two new reports called "Export Run Duplicates" and "Production Run Duplicates" list the duplicate items that Discovery Accelerator found during the run.

Two existing reports contain additional information on duplicate and similar items:

  • The "Production Run" report has a field called "Number of Duplicate or Similar Items", which shows the number of items that Discovery Accelerator excluded from the production run because they are duplicates of or similar to other items.
  • The "Productions" report has a field called "Number of Duplicate or Similar Items", which shows the number of items in the production run or export run that are duplicates of or similar to other items in the run. An "Exclude Items" field shows the option for excluding duplicate or similar items that you selected when you defined the criteria for the production run or export run.
Configure deduplication

Two new configuration settings let you manage the deduplication feature. To access these settings, click the Configuration tab in the Discovery Accelerator client, and then click the Settings tab. The new configuration settings are as follows:

  • "Enable deduplication" in the General category. By default, with this setting checked, Discovery Accelerator deduplicates exported items and items that are in review.
  • "Save deduplication information" in the Diagnostics category. This setting specifies whether to generate deduplication information files in a DeduplicationInfo subfolder of your Discovery Accelerator program folder on the Discovery Accelerator server (typically, C:\Program Files\Enterprise Vault Business Accelerator\DeduplicationInfo). These deduplication information files, which are in plain text and XML format, may assist the Symantec Support team when dealing with deduplication-related problems. By default, this setting is unchecked; Discovery Accelerator does not create the files.

Availability of deduplication features in cases and folders that you created with an earlier version of Discovery Accelerator

The following deduplication features are available only in new cases and folders that you create with Discovery Accelerator 9.0. They are never available in old cases and folders that you created with an earlier version of Discovery Accelerator.

You can use the following deduplication features in old cases and folders after you upgrade to Discovery Accelerator 9.0. However, you must take some additional steps to make the features available.

In cases and folders where you did not enable analytics before you upgraded to Discovery Accelerator 9.0, you must enable analytics after you upgrade to make these features available. If you did enable analytics before you upgraded then, after you upgrade, you must disable analytics and then reenable it.

Enhancements to Custodian Manager

Custodian Manager includes the following enhancements, which are designed to improve performance when you are managing very large numbers of custodians, custodian groups, and custom custodian attributes:

Additional options for filtering search results

In the Discovery Accelerator client, the panes with which you can view the statuses of searches have been improved to enable more efficient handling of large archive lists. In particular, the panes now provide a number of filter options with which you can quickly analyze the search results. For example, you can now filter the archive list to show the top 2000 archives by hits, or all archives with a status of "Error".

These search status panes also provide the option to download a CSV file that lists the search details for all archives.

Support for Enterprise Vault Discovery Collector

Discovery Accelerator 9.0 supports Enterprise Vault Discovery Collector, an add-on for Enterprise Vault that addresses your eDiscovery needs during the identification, collection, and preservation phases of eDiscovery. Discovery Collector extends indexing and classification of data beyond the archive, enabling targeted collection and preservation of active content from laptops and desktops, network servers, storage systems, and application repositories. Discovery Collector allows active content collected from unmanaged content stores to be stored for preservation in Enterprise Vault, leveraging the storage benefits of Enterprise Vault and the discovery analysis and review capabilities of Discovery Accelerator.

Full documentation for Discovery Collector is included with the product.

Prerequisite software

The computers on which you install the Discovery Accelerator server software and client software have different requirements. The table below summarizes the primary requirements. See the Installation Guide for more information.

Component Prerequisite software
Discovery Accelerator server software

  • Windows. You require one of the following:

    • Windows Server 2003 SP2.
    • Windows Server 2003 R2 SP2.
    • Windows Server 2003 x64 Edition (using WOW 64): original release, SP1, or SP2.
    • Windows Server 2008 x64 Edition (using WOW 64): SP1, SP2, R2, or R2 SP1.

  • Internet Information Services (IIS). You require one of the following:

    • IIS 6.0 with ASP.NET.
    • IIS 7.0 with ASP.NET, IIS 6.0 Management Compatibility, IIS hotfix 949516, and Windows Authentication.
    • IIS 7.5 with ASP.NET, IIS 6.0 Management Compatibility and Windows Authentication.
  • Internet Explorer 7.0 or later.
  • Internet Explorer Web Controls.
  • Enterprise Vault. As a minimum, you require an 8.0 or 9.0 version of the Enterprise Vault Services or Enterprise Vault API Runtime.
  • Outlook 2003 SP2 or SP3, or Outlook 2007 SP2.
  • Windows Installer 3.1 or later.
  • .NET Framework 3.5 SP1 or later.
  • Lotus Notes client 7.0.3 or later.
  • Visual C++ 2008 SP1 Redistributable Package (x86).
Discovery Accelerator client software
  • Windows. You require one of the following:
    • Windows XP SP2 or SP3.
    • Windows Vista SP1 or SP2.
    • Windows 7 original release or SP1.
  • .NET Framework 3.5 SP1.
  • Outlook 2003 SP1 or later, Outlook 2007, or Outlook 2010.
  • Lotus Notes client 7.0.3 or later.
  • Visual C++ 2008 SP1 Redistributable Package (x86).

See also the Best Practices Guide, which provides extensive information on the Discovery Accelerator server's hardware requirements.

Installation

See the Installation Guide for instructions on how to perform a first-time installation of Symantec Discovery Accelerator 9.0.4. If you are upgrading from an earlier version of Discovery Accelerator, follow the instructions in Upgrading to Symantec Discovery Accelerator 9.0.4.

Do not install the server software for Compliance Accelerator and Discovery Accelerator on the same computer.

Known issues and limitations

See also the "Troubleshooting" chapters of the Discovery Accelerator manuals for information on other issues that you may encounter when you install and use Discovery Accelerator.

Error messages appear in the event log when upgrading to Discovery Accelerator 9.0 [Ref E1461056]

The following messages may appear in the event log when you upgrade to Discovery Accelerator 9.0 from an earlier version of Discovery Accelerator:

Event Type:	Error
Event Source:	Accelerator Service Processor
Event Category:	None
Event ID:	130
Description:
APP AS - Customer ID: 0 - An error has occurred when initializing the Customers.
System.Data.SqlClient.SqlException: Procedure or function spConf_Customer_Sel has
too many arguments specified.

And:

Event Type:	Error
Event Source:	Accelerator Service Processor
Event Category:	None
Event ID:	149
Description:
APP AS - Customer ID: 0 - An error has occurred when initializing the Servers.
System.Data.SqlClient.SqlException: Procedure or function spConf_Server_Sel has
too many arguments specified.

You can ignore these messages, which are harmless.

"Access is denied" message is displayed when you try to create a customer database on a UAC-enabled computer [Ref E1981684]

The following error message may appear in the Accelerator Manager Web site when you create a customer database on a computer in which User Account Control (UAC) is enabled:

Virtual Directory Error: Access is denied

You can work around the issue by opening the Accelerator Manager Web site as a user with administrative privileges.

To open the Accelerator Manager Web site as an administrator

  1. Right-click the Internet Explorer shortcut on the Windows Start menu, and then click Run as on the context menu.
  2. Type the details of the administrator account that you want to use, and then click OK.
  3. In the Address bar, type the address of the Accelerator Manager Web site.

Issues with analytics facilities after you install SQL Server 2008 [Ref E1631061 and E1631074]

Installing SQL Server 2008 can have the following effects on the analytics facilities in Discovery Accelerator:

For more information on these issues and guidelines on how to resolve them, see the "Troubleshooting" chapter of the Administrator's Guide.

Issues when running Discovery Accelerator in a FIPS-enabled environment

You may experience the following issues if you have enabled Federal Information Processing Standard (FIPS)-compliant algorithms in your environment.

Accelerator Manager and Custodian Manager Web sites are not accessible [Ref E1831511, E1839163]

In some FIPS-enabled environments, you may find that you cannot access the Accelerator Manager Web site and Custodian Manager Web site (if installed). To resolve this issue, follow these steps:

  1. On the Discovery Accelerator server, locate the copies of the Web.config file in the AcceleratorAdminWeb and CustodianManagerWeb subfolders of the Discovery Accelerator program folder.
  2. Open each file in a text editor such as Windows Notepad.
  3. Locate the <system.web> section.

  4. Add the following <machineKey> section to the <system.web> section:

    <machineKey validationKey="AutoGenerate,IsolateApps" decryptionKey="AutoGenerate,IsolateApps" validation="3DES" decryption="3DES"/>

  5. Locate the <compilation> element and verify that its debug attribute is set to false. For example:

    <compilation defaultLanguage="c#" debug="false" batch="true">
  6. Save each Web.config file.
  7. Restart the Microsoft Internet Information Services (IIS) service. To do this, run the following command at a command prompt:
    iisreset

Error messages appear when you preview Discovery Accelerator reports [Ref E1831482]

You may receive error messages when you try to display a preview of any report in the Discovery Accelerator client. To resolve this issue, follow these steps:

  1. On the SQL Server computer, locate the Web.config file in the \Reporting Services\ReportServer subfolder of the SQL Server program folder.
  2. Open the file in a text editor such as Windows Notepad.
  3. Locate the <system.web> section.
  4. Add the following <machineKey> section to the <system.web> section:
    <machineKey validationKey="AutoGenerate,IsolateApps" decryptionKey="AutoGenerate,IsolateApps" validation="3DES" decryption="3DES"/>

  5. Locate the <compilation> element and verify that its debug attribute is set to false. For example:

    <compilation defaultLanguage="c#" debug="false" batch="true">
  6. Save the Web.config file.
  7. Restart the Microsoft Internet Information Services (IIS) service. To do this, run the following command at a command prompt:
    iisreset

Error messages appear when you export Discovery Accelerator reports to Excel format files [Ref E1838031]

If you have enabled FIPS-compliant algorithms on a SQL Server 2005 Reporting Services computer, the following error message may appear when you try to export a Discovery Accelerator report to an Excel format file:

An error occurred during rendering of the report.
This implementation is not part of the Windows Platform FIPS validated cryptographic algorithms.

The issue does not arise when you export reports in other formats, such as Portable Document Format (PDF).

You can resolve this issue by installing either of the following:

For more information on this issue, see the following article in the Microsoft Knowledge Base:

http://support.microsoft.com/?kbid=946029

Items archived from SharePoint servers are identified as FSA items [Ref E2779791]

When Enterprise Vault archives an item from a Microsoft SharePoint server, it does not populate the item's MsgType property with information to indicate that the item is a SharePoint item. Consequently, Discovery Accelerator identifies the item as a File System Archiving (FSA) item. The following table describes the issues that this can cause and suggests workarounds in most cases.

Issue Workaround

When you define the criteria for an export run or production run, you cannot limit its scope to SharePoint items only (the SharePoint check box in the Export Details pane is dimmed). After you have completed the run, the export or production report identifies the items as FSA items rather than SharePoint items.

Follow these steps to export or produce SharePoint items only:

  1. Customize the list of archives in which Discovery Accelerator is to search so that it includes SharePoint archives only.

  2. Create a new search that has the following features:

    • It has the same criteria as a previous search. To ensure that the search criteria does not change from the previous search, do not use a relative date range such as Today, Yesterday, or Last 7 days.
    • The option Include items already in review is checked. 
  3. Run the search, and accept the results.
  4. Export or produce the items that the search has found.

The resulting items are still labeled as FSA items, but this procedure does let you isolate them from other, genuine FSA items.

An analytics rule in which one of the rule attributes is MessageType = SharePoint does not match any items. Similarly, in an advanced search of the items in a case review set, a search attribute of MessageType = SharePoint does not match any items.

Use the OriginalLocation attribute rather than the MessageType attribute to find SharePoint items. If you are unsure of the value to assign to the OriginalLocation attribute, contact your Enterprise Vault administrator for assistance.

In the Review pane of the Discovery Accelerator client, you cannot filter the items to show SharePoint items only.

In the item list in the Review pane, display the Original Location column and then use the contents of this column to identify the SharePoint items. If you are unsure how to interpret the contents of the column, contact your Enterprise Vault administrator for assistance.

The Message Type field in a Searches report identifies SharePoint items as FSA items.

None.

Documentation

The following documentation is supplied with Discovery Accelerator.

Document Comments
Installation Guide Outlines how to perform a first-time installation of the Discovery Accelerator server and client software.
Upgrade Instructions Explains how to upgrade an existing installation of Discovery Accelerator to version 9.0.4.
Administrator's Guide Provides information for Discovery Accelerator administrators on how to set up and assign roles, search for items to include in the review set, export items for offline review, create reports, and more.
Reviewer's Guide Describes the features of the Discovery Accelerator client that are available to reviewers.
Online Help Accompanies all the Discovery Accelerator applications and provides extensive information on how to use their facilities.
ReadMeFirst (this file) Provides late-breaking information that you may need to be aware of before you install and use Discovery Accelerator.
Best Practices Guide

Provides extensive information on how best to plan for and implement Discovery Accelerator. To obtain this guide, go to the following address on the Symantec Enterprise Support site:

http://www.symantec.com/docs/TECH159520

These documents are also available from the following page of the Symantec Enterprise Support site:

http://www.symantec.com/docs/DOC5590

Some documents are in Adobe Acrobat format. If you have yet to install the free Adobe Reader, you can download it from the Adobe Web site at http://www.adobe.com.

White papers

For more information on the deduplication features in Discovery Accelerator, see the Accelerator Deduplication white paper. This is available from the following page of the Symantec Enterprise Support site:

http://www.symantec.com/docs/DOC3621

For extensive information on how to conduct searches with Discovery Accelerator, see the Effective Searching white paper. This is available from the following page of the Symantec Enterprise Support site:

http://www.symantec.com/docs/TECH88031

"How To" articles on the Symantec Enterprise Support site

Most of the information in the Discovery Accelerator manuals is also available online as articles on the Symantec Enterprise Support site. You can access these articles by searching the Internet with any popular search engine, such as Google, or by following the procedure below.

To access the "How To" articles on the Symantec Enterprise Support site

  1. Type the following in the address bar of your Web browser, and then press Enter:
    http://www.symantec.com/business/support/all_products.jsp
  2. In the Supported Products A-Z page, choose Enterprise Vault Discovery Accelerator.
  3. In the Product Support box at the right, click How To.
  4. Search for a word or phrase by using the Knowledge Base Search feature, or browse the list of most popular subjects.

Legal notice

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