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eDiscovery in SharePoint 2013
Maarten Eekels
The Netherlands, CET (UTC+2)
April 16th /17th, 2014
Dutch Information Workers User Group
(DIWUG)
SharePoint Saturday
SharePoint Connections Amsterdam
Top 100 SharePoint Influencers 2013/2014
Contact
meekels@portiva.nl
www.eekels.net
Identify and Preserve
Search and Process
Review
Produce
Processing
Analysis
Information
Management
Identification Review Production Presentation
Preservation
Collection
Volume
Relevance
Create New case
Create eDiscovery Set
Place Legal Hold
Refine Content
Export Content
Release Hold
Close Case
eDiscovery
user
eDiscovery
case
eDiscovery
center
Search
Service
Application
File shares
SharePoint Exchange Lync
Exchange
Web Services
Source
Search In-Place Hold Export
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
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-at-
risk)
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
Wildcard (*)
Find terms that contain the root word and any
additional letters.
risk* finds risk, risks, risked, risking, and risky
Install Exchange Web Services API
Configure Communication Between Servers
Create eDiscovery Center
Grant Permissions
Configure Search
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.
Number of eDiscovery centers
 One for each Search Service Application and one for each Exchange Forest
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.
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-and-
lync-2013/
http://www.microsoft.com/en-ie/download/details.aspx?id=39349
#SP24 - eDiscovery in SharePoint 2013
#SP24 - eDiscovery in SharePoint 2013

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#SP24 - eDiscovery in SharePoint 2013

  • 1. eDiscovery in SharePoint 2013 Maarten Eekels The Netherlands, CET (UTC+2) April 16th /17th, 2014
  • 2. Dutch Information Workers User Group (DIWUG) SharePoint Saturday SharePoint Connections Amsterdam Top 100 SharePoint Influencers 2013/2014 Contact meekels@portiva.nl www.eekels.net
  • 3. Identify and Preserve Search and Process Review Produce
  • 4. Processing Analysis Information Management Identification Review Production Presentation Preservation Collection Volume Relevance
  • 5. Create New case Create eDiscovery Set Place Legal Hold Refine Content Export Content Release Hold Close Case
  • 7. Source Search In-Place Hold Export 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. 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-at- risk) 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 Wildcard (*) Find terms that contain the root word and any additional letters. risk* finds risk, risks, risked, risking, and risky
  • 9.
  • 10.
  • 11.
  • 12.
  • 13. Install Exchange Web Services API Configure Communication Between Servers Create eDiscovery Center Grant Permissions Configure Search
  • 14. 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. Number of eDiscovery centers  One for each Search Service Application and one for each Exchange Forest 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.