Description

It may be required to add custodians (users that are delegated as owners of a resource) to a folder or file within a collection . Adding custodians will allow for data in the sources to be correctly represented for who created or manages the data. 

The steps below explain how to perform the custodian assignment:

1. Select the case in which to assign the new custodian.
2. Check if the employee that will become the custodian of the data exists in the case under the Processing tab and click Custodians.
3. If the custodian to add is not listed, do one of the following options:
   • If the custodian to add is already in the Employee List under All Cases:
     • At the bottom left side of the case Processing > Custodian page, click Add to manually enter a custodian name or Import to bulk import multiple custodians from a text or csv file.  Then click Save.
   • If the custodian to add is not in the Employee List but exists in Active Directory:
     • Go to System  > Directories and Servers and click on the Active Directory tab to ensure that the settings here are setup to collect the employee list from the domain specified. 
     • If the domain is not listed, click on Add Domain and follow the prompts for the information requested.  Afterwards, click on Start Discovery to retrieve the user information from Active Directory
4. Now in the case that contains the data to assign to a custodian, go to the Processing tab and select Sources & Pre-Processing.
5. On the Manage Sources tab, expand the source by clicking on the plus sign until the item to assign is listed
6. Put a check in the checkbox next to the item to assign to the desired custodian.
7. At the bottom right corner of the screen, click on the drop-down box and under Assign custodian, select the desired custodian for  that data source, then click Go.
8. Once the new custodian has been assigned, it is necessary to re-run Post-Processing on the case to update the custodian assignment mappings.

This will assign the selected, processed data to the new custodian. Similar steps for discovered but unprocessed data can be found in the Case Administration Guide in the Veritas Support Portal.