Saving Searches with eDiscovery

Topic

This article describes the eDiscovery feature in NinjaOne SaaS Backup.

Environment

NinjaOne SaaS Backup End-User Portal

Description

The eDiscovery feature allows you to create and save search parameters that you can reuse when searching email data. eDiscovery is similar to Advanced Search, but only applies to email searches and includes additional options for saving your search parameters. Once you save your search parameters, you can apply tags, configure alerts, or even define retention policies or legal holds. You can also use eDiscovery to view and manage a complete list of saved searches and perform additional actions such as download, restore, migrate, mark for review, or tag.

Create a Saved Search

To create a saved search using eDiscovery, follow these steps:

1. Log in to the NinjaOne SaaS Backup End-User Portal.
2. Navigate to Compliance → eDiscovery.

Select your default search criteria. You can specify the following search parameters:

• Email Account
• Date Range
• From
• TO / CC / BCC
• Keywords

If the needed criteria are not showing by default, click Add More Criteria(s) to add additional search parameters.

3. Select the criteria you want to search for by checking the box next to the criteria listing.
4. Fill out the desired search criteria.
5. Enter a name for your search. The maximum number of characters allowed is 35. Your search name can only contain letters or numbers. No special characters are allowed except for currency symbols. You cannot enter a name that already exists.
6. When you've finished entering your criteria and name, click Save.

View Emails from a Saved Search

To view the results of your saved search, follow these steps:

1. From the eDiscovery page, click the Saved Search tab.
2. Select a saved search from the list of previously saved searches. NiinjaOne SaaS Backup lists the most recent search first. and indicates the currently selected search with an active radio button.
3. Choose an action to perform on the selected saved search. You have the following options:

• View (drop-down menu)
  • View Emails
  • View & Edit Criteria
• Tag (drop-down menu)
  • Add Tag
  • Remove Tag
• Mark for Review
• Delete

4. Select View → View Emails to be directed to the View Emails tab. From this page, you can preview, download, restore, or migrate emails.
5. To modify the search criteria, select View → View & Edit Criteria, which will direct you to a new tab where you can edit the criteria for the selected search.