Searching by filename returns hits against whole document families

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Article ID: 100013545

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Cause

This is expected behavior, as the Attachments : Find documents by attachment properties is a document matching search option, not an item matching search option, thus the whole document family is matched. 

Resolution

Workaround

1. Search for the matching documents using the filename search, to return the document families

2. Run a metadata export as per the instructions below (Left shows Version 7.1.4 , right shows Version 8)

  • Exporting just the 2 fields : SearchableDocID and Filename_Extension
  • Breaking out attachments and embeddings on separate lines , to obtain the individual SearchableDocIDs for the files themselves

Version 7.1.3 +V7 Export Options

Version 8Export Options V8

3. Once exported open the exported dat/csv file in excel and use the following formula in column C, row 2 to concatenate the SearchableDocIDs into a single field that can after be copied into the search by DocID field, copy the formula down to last row.

=C1 & IF(B2="filename.ext"," "&A2,"")

Excel Compilation of Doc IDs

4. Copy the space delimited SearchableDocIDs from the last row of column C and paste them into the  Search by DocID option in Advanced Search > Identifiers > Document IDs on Veritas eDiscovery and run the search

5. All the appropriate individual items, and not the whole document family, will be marked as a hit and can now be tagged, by using the tagging by item option in Action > Tag.

 

 

Issue/Introduction

When running an Advanced Search to identify and then tag files by filename, it is not possible to only tag the matching items, the whole document family is matched and tagged. For example: To run a search for filename "test001.xlsx" Go to Search & Analysis > Advanced Search > Attachment > Any of these file names or extensions option , enter the filename and click Run Search The results will show all items in the document families as hits, not just the individual item with matching filename. Consequently when using Action > Tag to tag the matching items, all items in the document families are tagged.