This document discusses configuring an eDiscovery system that includes identifying content sources, setting up permissions, storage, and performance considerations. It outlines setting up an eDiscovery center that can search SharePoint, Exchange, and file shares by installing Exchange Web Services, configuring server communication, creating an eDiscovery center, granting permissions, and configuring search. The full process includes identifying content, permissions, storage, and performance needs before implementing the eDiscovery solution.

1. Maarten Eekels
@maarteneekels
meekels@portiva.nl

2. Identify and Preserve
Search and Process
Review
Produce

3. Create New case
Create eDiscovery Set
Place Legal Hold
Refine Content
Export Content
Release Hold
Close Case

4. eDiscovery
Admin/ User
SharePoint Services Farm
Enterprise App Farm
Creates, U
ses and
Manages
Search Service Application
eDiscovery Center
Queries relayed to
Actions /
Status
Defined in
Actions /
Status
Discovery Web
Services
Windows
File Share
eDiscovery
Case
Exchange Web
Services
SharePoint Content Farm
Exchange
Content
Archived
Lync

5. 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.

6. Install Exchange Web Services API
Configure Communication Between Servers
Create eDiscovery Center
Grant Permissions
Configure Search

8. Maarten Eekels
@maarteneekels
meekels@portiva.nl