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WEBINAR Q&A
HOW TO USE OFFICE 365 AND X1 DISCOVERY
TO ACHIEVE YOUR EDISCOVERY GOALS
Panelists
How to Use Office 365 and X1 Discovery to Achieve Your Team's eDiscovery Goals 
John Patzakis Rachi Messing Rafe Stanley
[Moderator]
Executive Chairman of the Board Senior Program Manager Discovery Engineer
RachiMessing
A recent survey we ran, showed that even today, as people are
more comfortable moving things to the cloud, security,
compliance, and transparency are the top three cloud concerns
for companies that are moving their data into the cloud.
compliance
security
transparency
Whoisincontrolofthedata
inOffice365?
The clients themselves are the owners of the data
and they are in control. They determine who has
access to that data and where that data is going
to be able to live. We believe we are the stewards
of the data, we are simply holding onto the data. 
01
Is there a migration process
to pull in legacy data to the
office 365 cloud?
02
There are migrations possible. You can do things
yourself by uploading data either over the network
or by using dry shipping where you’ll copy over the
data onto a hard drive and ship it over to our data
centers. For that migration, there is also a number of
different partners that can help.
WherecanIgofor
resourcestoanswer
questionsandimprove
searchesforoffice365?03
roadmap.office.com
03We do offer a number of different resources to help people
be comfortable with the changes in the cloud, including our
public road map that we publish at roadmap.office.com. It
will always have information and resources on the various
different features in Office 365. The users also have control
over how early they get the applications. Do they want to be
on the first release? Or do they want to wait until the
applications have been out there for a few months? Having
that control is really important. 
WherecanIgoforresourcesto
answerquestionsandimprove
searchesforoffice365?
roadmap.office.com 
03We also work very closely with our Office 365 compliance
partners, like D4 in order to make sure they have access to
the information as quickly as possible where they are able
to help their clients understand what’s coming. 
WherecanIgoforresourcesto
answerquestionsandimprove
searchesforoffice365?
Whatarethesearch
termcapabilitiesin
Office365?
04
As soon as data touches the system it gets
indexed, allowing people to get in and
really dig into the different data sources
as soon as possible.
The searching itself allows you to do all of
the searches that you would typically find
in an eDiscovery application. So things
like proximity searching, and being able to
dig into the data in multiple different
ways up to 250 hits per search.
WillOffice365OCRandindex
itemsbroughtinthatdon’t
havetextinthem? 
05
For example, PDFs, TIFFs, image only files
WillOffice365OCRandindex
itemsbroughtinthatdon’t
havetextinthem?
05
Office 365 by itself will not. However, the advanced
compliance license is specifically for eDiscovery data
governance features, and E5 brings in those features as
well. If you do have either the compliance skew or the E5
skew with advanced eDiscovery, it will OCR any of the
images. Today it’s not doing PDFS but that’s coming in the
next 2 months.
Canyouexcludefiletypes
anddatafromtheeDiscovery
lifecycleinoffice365?
For instance, can you exclude Skype
messages or yammer pages?
06
Canyouexcludefiletypes
anddatafromtheeDiscovery
lifecycleinoffice365?
06
Yes absolutely. You have the granular control to go in and
actually say which types of data you want or may not want
to have. You can even do things such as apply retention
policies to specific users, groups, and people in different
areas. You're also able to do things such as retention
based on keywords and sensitive data types based off of
automated labels that you can apply. 
Whattypeoflicensing
isneededtoapplythe
predictivecodingand
analyticsfeatures? 07
E3orE5
07That is part of the advanced
eDiscovery. You need to have
either an E5 license or E3 with an
advanced compliance skew.  
Whattypeoflicensingisneeded
toapplythepredictivecoding
andanalyticsfeatures? 
Shouldorganizationsthatuse
Office365expecteDiscoveryto
becomeaninternalITtask? 
08
Shouldorganizationsthatuse
Office365expecteDiscoveryto
becomeaninternalITtask? 
08
Not necessarily.
We are trying to enable it so that if a company wants to do their own
preservation, data governance and eDiscovery, that they can go
ahead and do that themselves.
But if they feel that they’re not capable of doing it themselves, or in a
lot of cases they don’t want to do it themselves, they might evaluate
it from a risk perspective, we also enable ways that outside counsel
or service providers like D4 to come in and actually perform these
functions for them in a managed services type of way. 
Johnpatzakis
X1 Distributed Discovery revolutionizes how organizations
search, identify, and collect documents at the desktop level
across up to thousands of endpoints and network sources
with industry-leading speed.
s e a r c h
i d e n t i f y
c o l l e c t
Whattypeofrelationshipdoes
theSecurityandCompliance
centerhavewithX1Discovery?
09
How can you employ these tools together?
Whattypeofrelationshipdoes
theSecurityandCompliance
centerhavewithX1Discovery? 
09
We have right now, just kicked off our partnership with
Microsoft, but we have a really seamless ability to conduct
migrations into Office 365. We also have a universal load file, so
the idea would be to take these collections with X1, which are
pulled at the time of collection across all of these data sources,
and then be able to import them into advanced eDiscovery
platform. So stay tuned! We’re working on it on the X1 side and
should be able to offer that functionality in the next 90 days.
CanX1searchthe
deletedfileson
forensicimages? 
10
No.
10X1 Distributed Discovery is designed to go after active
user data, so they are not a forensic imaging tool that’s
going to go after unallocated and slack space and so forth.
Lawyers and general counsel actually don’t want
eDiscovery tools to recover deleted data because then it
legally makes inaccessible data, accessible. We are really
corely focused on information governance and eDiscovery.
HowdoesX1handle
passwordencrypted
files?
11
They are identified in the X1 platform, which
allows you to do specific searches to collect
them and run them through additional
workflows to go in and maybe unencrypt
them or break the passwords on them. But
X1 Distributed Discovery is able to identify
them, and in the workflow collect them for
additional workflow process. 
DoesX1haveatest
environmenttoplay
aroundwiththesoftware?
12
We can certainly work with the clients to set
up a test environment in-house. We don’t
have any type of sandbox live on the internet,
but we work with many customers to set up
test environments in their labs and would be
more than happy to assist with that.
Office 365 is forcing a paradigm shift in
the traditional eDiscovery process.
Download the webinar today
Office 365 includes built-in eDiscovery tools in the Security and Compliance
Center putting enterprises that use the platform in a position to realize
significant cost savings and other efficiencies when managing data within the
O365 environment. But what about ESI outside O365? X1 bridges that gap.
Download this on-demand webinar to hear representatives from X1 and
Microsoft present how Office 365 is forcing a paradigm shift in the traditional
eDiscovery process.
Click or Visit bit.ly/d4x1o365 (Link is case sensitive.)

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Webinar Q&A Featuring Panelists from Office 365 and X1

  • 1. WEBINAR Q&A HOW TO USE OFFICE 365 AND X1 DISCOVERY TO ACHIEVE YOUR EDISCOVERY GOALS
  • 2. Panelists How to Use Office 365 and X1 Discovery to Achieve Your Team's eDiscovery Goals  John Patzakis Rachi Messing Rafe Stanley [Moderator] Executive Chairman of the Board Senior Program Manager Discovery Engineer
  • 3. RachiMessing A recent survey we ran, showed that even today, as people are more comfortable moving things to the cloud, security, compliance, and transparency are the top three cloud concerns for companies that are moving their data into the cloud. compliance security transparency
  • 4. Whoisincontrolofthedata inOffice365? The clients themselves are the owners of the data and they are in control. They determine who has access to that data and where that data is going to be able to live. We believe we are the stewards of the data, we are simply holding onto the data.  01
  • 5. Is there a migration process to pull in legacy data to the office 365 cloud? 02 There are migrations possible. You can do things yourself by uploading data either over the network or by using dry shipping where you’ll copy over the data onto a hard drive and ship it over to our data centers. For that migration, there is also a number of different partners that can help.
  • 7. roadmap.office.com 03We do offer a number of different resources to help people be comfortable with the changes in the cloud, including our public road map that we publish at roadmap.office.com. It will always have information and resources on the various different features in Office 365. The users also have control over how early they get the applications. Do they want to be on the first release? Or do they want to wait until the applications have been out there for a few months? Having that control is really important.  WherecanIgoforresourcesto answerquestionsandimprove searchesforoffice365?
  • 8. roadmap.office.com  03We also work very closely with our Office 365 compliance partners, like D4 in order to make sure they have access to the information as quickly as possible where they are able to help their clients understand what’s coming.  WherecanIgoforresourcesto answerquestionsandimprove searchesforoffice365?
  • 9. Whatarethesearch termcapabilitiesin Office365? 04 As soon as data touches the system it gets indexed, allowing people to get in and really dig into the different data sources as soon as possible. The searching itself allows you to do all of the searches that you would typically find in an eDiscovery application. So things like proximity searching, and being able to dig into the data in multiple different ways up to 250 hits per search.
  • 11. WillOffice365OCRandindex itemsbroughtinthatdon’t havetextinthem? 05 Office 365 by itself will not. However, the advanced compliance license is specifically for eDiscovery data governance features, and E5 brings in those features as well. If you do have either the compliance skew or the E5 skew with advanced eDiscovery, it will OCR any of the images. Today it’s not doing PDFS but that’s coming in the next 2 months.
  • 13. Canyouexcludefiletypes anddatafromtheeDiscovery lifecycleinoffice365? 06 Yes absolutely. You have the granular control to go in and actually say which types of data you want or may not want to have. You can even do things such as apply retention policies to specific users, groups, and people in different areas. You're also able to do things such as retention based on keywords and sensitive data types based off of automated labels that you can apply. 
  • 15. E3orE5 07That is part of the advanced eDiscovery. You need to have either an E5 license or E3 with an advanced compliance skew.   Whattypeoflicensingisneeded toapplythepredictivecoding andanalyticsfeatures? 
  • 17. Shouldorganizationsthatuse Office365expecteDiscoveryto becomeaninternalITtask?  08 Not necessarily. We are trying to enable it so that if a company wants to do their own preservation, data governance and eDiscovery, that they can go ahead and do that themselves. But if they feel that they’re not capable of doing it themselves, or in a lot of cases they don’t want to do it themselves, they might evaluate it from a risk perspective, we also enable ways that outside counsel or service providers like D4 to come in and actually perform these functions for them in a managed services type of way. 
  • 18. Johnpatzakis X1 Distributed Discovery revolutionizes how organizations search, identify, and collect documents at the desktop level across up to thousands of endpoints and network sources with industry-leading speed. s e a r c h i d e n t i f y c o l l e c t
  • 20. Whattypeofrelationshipdoes theSecurityandCompliance centerhavewithX1Discovery?  09 We have right now, just kicked off our partnership with Microsoft, but we have a really seamless ability to conduct migrations into Office 365. We also have a universal load file, so the idea would be to take these collections with X1, which are pulled at the time of collection across all of these data sources, and then be able to import them into advanced eDiscovery platform. So stay tuned! We’re working on it on the X1 side and should be able to offer that functionality in the next 90 days.
  • 22. No. 10X1 Distributed Discovery is designed to go after active user data, so they are not a forensic imaging tool that’s going to go after unallocated and slack space and so forth. Lawyers and general counsel actually don’t want eDiscovery tools to recover deleted data because then it legally makes inaccessible data, accessible. We are really corely focused on information governance and eDiscovery.
  • 23. HowdoesX1handle passwordencrypted files? 11 They are identified in the X1 platform, which allows you to do specific searches to collect them and run them through additional workflows to go in and maybe unencrypt them or break the passwords on them. But X1 Distributed Discovery is able to identify them, and in the workflow collect them for additional workflow process. 
  • 24. DoesX1haveatest environmenttoplay aroundwiththesoftware? 12 We can certainly work with the clients to set up a test environment in-house. We don’t have any type of sandbox live on the internet, but we work with many customers to set up test environments in their labs and would be more than happy to assist with that.
  • 25. Office 365 is forcing a paradigm shift in the traditional eDiscovery process. Download the webinar today Office 365 includes built-in eDiscovery tools in the Security and Compliance Center putting enterprises that use the platform in a position to realize significant cost savings and other efficiencies when managing data within the O365 environment. But what about ESI outside O365? X1 bridges that gap. Download this on-demand webinar to hear representatives from X1 and Microsoft present how Office 365 is forcing a paradigm shift in the traditional eDiscovery process. Click or Visit bit.ly/d4x1o365 (Link is case sensitive.)