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 Influ...
Identify and Preserve
Search and Process
Review
Produce
Processing
Analysis
Information
Management
Identification Review Production Presentation
Preservation
Collection
Volume
Re...
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...
Source
Search In-Place Hold Export
On-Premises Office 365 On-Premises Office 365 On-Premises Office 365
SharePoint 2013 Ye...
Use To Example
AND
Find content that contains all of the words or
phrases it separates.
risk AND value AND VAR finds conte...
Install Exchange Web Services API
Configure Communication Between Servers
Create eDiscovery Center
Grant Permissions
Confi...
Identify content
 Identify the locations that contain content that can be discovered. Is it just SharePoint, Exchange and...
http://www.edrm.net/resources/edrm-stages-explained
http://technet.microsoft.com/nl-nl/sharepoint/jj650012.aspx
http://blo...
#SP24 - eDiscovery in SharePoint 2013
#SP24 - eDiscovery in SharePoint 2013
#SP24 - eDiscovery in SharePoint 2013
#SP24 - eDiscovery in SharePoint 2013
#SP24 - eDiscovery in SharePoint 2013
#SP24 - eDiscovery in SharePoint 2013
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#SP24 - eDiscovery in SharePoint 2013

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eDiscovery is the process to search, process, and produce electronic content for a legal request or investigation. This session shows you how SharePoint 2013 can help you collecting the required information more rapidly and earlier in the process, without disrupting regular business. We'll discuss all the key steps involved in using the SharePoint 2013 eDiscovery solution from creating a new case to closing that case. Also, we'll cover the conceptual architecture of SharePoint eDiscovery and show you how to prepare an implementation plan for eDiscovery.

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#SP24 - eDiscovery in SharePoint 2013

  1. 1. eDiscovery in SharePoint 2013 Maarten Eekels The Netherlands, CET (UTC+2) April 16th /17th, 2014
  2. 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. 3. Identify and Preserve Search and Process Review Produce
  4. 4. Processing Analysis Information Management Identification Review Production Presentation Preservation Collection Volume Relevance
  5. 5. Create New case Create eDiscovery Set Place Legal Hold Refine Content Export Content Release Hold Close Case
  6. 6. eDiscovery user eDiscovery case eDiscovery center Search Service Application File shares SharePoint Exchange Lync Exchange Web Services
  7. 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. 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. 9. Install Exchange Web Services API Configure Communication Between Servers Create eDiscovery Center Grant Permissions Configure Search
  10. 10. 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.
  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-and- lync-2013/ http://www.microsoft.com/en-ie/download/details.aspx?id=39349

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