eDiscovery in SharePoint 2013 - DIWUG


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My presentation about eDiscovery in SharePoint 2013 for the DIWUG (Dutch Information Workers User Group) meeting of 26 February 2014

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eDiscovery in SharePoint 2013 - DIWUG

  1. 1. Maarten Eekels @maarteneekels meekels@portiva.nl
  2. 2. Maarten Top 100 SharePoint Influencers 2014
  3. 3. Identify and Preserve Search and Process Review Produce
  4. 4. Processing Preservation Information Management Identification Review Production Collection Analysis Volume Relevance Presentation
  5. 5. Create New case Create eDiscovery Set Place Legal Hold Refine Content Export Content Release Hold Close Case
  6. 6. Search Service Application File shares eDiscovery center SharePoint eDiscovery case Exchange Lync eDiscovery user
  7. 7. Search In-Place Hold Export Source On-Premises Office 365 On-Premises Office 365 On-Premises Office 365 SharePoint 2013 Yes Yes Yes Yes Yes Yes SharePoint 2010 Yes No No No Yes No SharePoint 2007 Yes No No No Yes No Exchange 2013 Yes Yes Yes Yes Yes Yes Exchange 2010 No No No No No No Lync 2013 (when archived in Exchange 2013) Yes Yes Yes Yes Yes Yes Lync 2010 No No No No No No Indexed File shares Yes No No No Yes No
  8. 8. Use To Example AND Find content that contains all of the words or phrases it separates. risk AND value AND VAR finds content that contains all three words. OR Find content that contains either of the words or phrases it separates. risk OR VAR finds all the content that contains either word. NOT Exclude content that contains the term within a phrase. Executive NOT Summary finds all the content that contains the phrase Executive, unless the content also contains the term Summary. () Group words or phrases to show the order in which they are applied. (Risk AND management) OR (VAR or Value-atrisk) NEAR(n) Finds words that are near each other, where n equals the number of words apart. If no number is specified, the default distance is 8 words. Mid NEAR(5) Office finds Mid and Back Office and Mid-Office and Mid, Back, and Front Office “ Search for specific phrases. “risk management” finds the exact phrase Find terms that contain the root word and any additional letters. risk* finds risk, risks, risked, risking, and risky “ Wildcard (*)
  9. 9. Number of eDiscovery centers  One for each Search Service Application and one for each Exchange Forest Identify content  Identify the locations that contain content that can be discovered. Is it just SharePoint, Exchange and Lync, or file shares as well? Does every SharePoint site need to be discoverable? Permissions  Consider the permissions that you have to grant to eDiscovery users. eDiscovery users need access to all discoverable content, both in SharePoint and Exchange (and file shares if required) Storage  Consider the storage location capacity to hold the litigation content. If content is not changed much, not a lot of additional storage is required, but if content is changed, a copy of that content is preserved. Performance  Several performance considerations of running eDiscovery queries. Adding more sources increases the number and complexity of queries. Complex queries (with more operators: AND, OR, NEAR) have more impact on performance.
  10. 10. Install Exchange Web Services API Configure Communication Between Servers Create eDiscovery Center Grant Permissions Configure Search
  11. 11. http://www.edrm.net/resources/edrm-stages-explained http://technet.microsoft.com/nl-nl/sharepoint/jj650012.aspx http://blogs.office.com/2012/11/08/intro-to-ediscovery-in-sharepoint-exchange-andlync-2013/ http://www.microsoft.com/en-ie/download/details.aspx?id=39349
  12. 12. Maarten Eekels @maarteneekels meekels@portiva.nl
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