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eDiscovery in SharePoint 2013
• ECM and Records Management• What is eDiscovery• eDiscovery process• eDiscovery in SharePoint
Agenda
Enterprise Content Management (ECM)
ECM and Records Management
Methods and tools used to capture, manage, store, preserve, and deliver content and documents related to organizational processes
Components of Enterprise Content Management
ECM and Records Management
Document Management
Web Content Management
Records Management
Notable ECM Features
ECM and Records Management
Versions
Workflows
Content Types
Metadata
Information Management
Policies
Record Holds
Record Routing
Web Content Management
In-Place Records
ManagementDocument
Sets Document ID
Content Organizer
eDiscovery
eDiscovery
SharePoint 2007
SharePoint 2010
SharePoint 2013
Records Management
ECM and Records Management
What is a record ?• Electronic or physical entity• Organizationally important• Require retention after a time period
Records Management
ECM and Records Management
When you need records management ?• Documents retained for legal, business or regulatory
reasons• Need to lock records from being edited• Need to dispose records when retention is met• Pressure to comply with corporate and regulatory policies• Locating & protecting records related to litigation• Require governance
Process of discovering (finding) electronically stored information that is relevant to legal matters such as litigation, audits and investigations
What is eDiscovery
eDiscovery process
DiscoveryPreservatio
nCollection Processing Review Production
Discovery : find the relevant contentPreservation : place content on legal holdCollection : collect and send relevant content to be processedProcessing : prepare files to be loaded to review systemReview : Attorneys determine content will be provided to oppositionProduction : Provide relevant content to opposition
eDiscovery process
Problem?
“Discovery accounts for ~35% of total litigation costs in US (Gartner)”
What is eDiscovery
Expensive 3rd party archiving solutions
History
eDiscovery in SharePoint
SharePoint 2007
• Place records on hold
SharePoint 2010
• Search based discovery• Site level holds
SharePoint 2013
• Exchange and Lync content• Can work on hold content
eDiscovery architecture
eDiscovery in SharePoint
Exported data
Components of eDiscovery
eDiscovery in SharePoint
eDiscovery center• Central location to create and manage eDiscovery cases• Case is a SharePoint site template (as sub web)• Supports discovering content across the enterprise
Components of eDiscovery
eDiscovery in SharePoint
In-place hold (In-place preservation )• Placing content (SharePoint 2013 documents, list items,
pages, and Exchange Server 2013 mailboxes) on legal hold• Yet allow users to continue working with the content• Hold can be placed either at the site or mailbox level, or can
use query-based preservation
Components of eDiscovery
eDiscovery in SharePoint
eDiscovery export• Used to export content for review• The export tool also generates reports about the content
Components of eDiscovery
eDiscovery in SharePoint
eDiscovery API• Extend existing features • Using Microsoft.Office.Server.Discovery
eDiscovery scenario
eDiscovery in SharePoint
Thank You !
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