Location View

The Location view displays a list of the archive stores, file locations, live locations, and people of interest from which you can view and search archived and live data. This is also where you can perform filter searches—see Using Search Filters.

You can easily view all the locations and people of interest included in your audit. If a blue check box with check mark is displayed , the location and all of its people of interest are included in your audit. If a check box with a dash is displayed , specific people of interest from this location are included in your audit. An empty check box indicates that the location, person of interest or subfolder, is not included in your audit.

To include or exclude a location - and all of its people of interest and associated subfolders - simply click on it.

You can expand all locations - including archive stores and live email systems - to reveal their people of interest. Click on the triangle next to a location to expand.

Click on the people of interest displayed in order to include or exclude them from your audit. You can also select the person of interest's subfolders you wish to include or exclude. Click on the triangle next to a person of interest to expand.

When expanding a location, you can opt to include or exclude the following:

• Specific folders within a person of interest's mailbox.

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• Teams channels and chats that the person of interest participates in. The icons displayed indicate if the chat is with one user , or multiple users .

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• Teams Apps - specifically, the applications Jira Cloud, Polly, and SurveyMonkey - used by the person of interest. For each application, the associated data can be found in the corresponding folder. The icon displayed , indicates that it is an application.

  

• Slack channels and conversations that the person of interest participates in.

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  For Instant Messages (IM), a unique ID is assigned to each workspace, channel, or group chat. For Teams, channels and chats are assigned unique IDs. For Slack, workspaces, channels, and chats are assigned IDs. When the name of a workspace, channel or group chat changes - for instance, because a user leaves - the entry is updated in the Location view. The unique ID, however, remains unchanged. You can view the ID by hovering over the entry.

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  NOTE
  If you are using an earlier version of the software, you will need to update your system to change existing data sets to IDs. Contact your IPRO Support Representative for more information.

You can also view and browse a person of interest's list of archived contacts. The Contacts list displays the person of interest's contacts within the selected archive location and its subfolders.

How to Return to the Regular Document View

• Click any other email folder. If you click a folder only once, the folders that were initially selected remain selected. If you click a second time, then only the folder on which you clicked will be selected.