Ediscovery business plan

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Ediscovery business plan

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First, determine how many eDiscovery Centers you need and where to put the eDiscovery Centers. Then identify the locations that contain content that can be discovered.

Finally, consider the permissions that you have to grant to eDiscovery users. The decisions that ediscovery business plan make when you plan for eDiscovery might affect other systems that your organization uses, such as Exchange Servers, or Accordingly, you might have to coordinate with the people who manage those systems when you create and implement your plan.

To implement your plan, follow the instructions in the article Configure eDiscovery in SharePoint Server. The decisions that you make during planning determine which tasks to do. Before you read this article, you should understand the concepts that are presented in the article eDiscovery and in-place holds in SharePoint Server.

ediscovery business plan

Decide how many eDiscovery Centers The following factors affect the number of eDiscovery Centers that you have to create: Ediscovery business plan many Search service applications you have. What content each Search service application crawls. If you have only one Search service application, or if there is a single Search service application that crawls all of the sites that contain discoverable content, you can have a single eDiscovery Center.

If different Search service applications crawl subsets of the discoverable content, you have to have multiple eDiscovery Centers. Associate eDiscovery Centers with Search service applications so that all discoverable content is crawled by a Search service application that is associated with an eDiscovery Center.

The following figure presents three examples of farm topologies and illustrates how many eDiscovery Centers are required for each example. How many Search service applications you have influences how many eDiscovery Centers you have.

Identify discoverable content

Record how many eDiscovery Centers you will have. An eDiscovery Center must be in a web application that supports claims authentication. For each eDiscovery Center, record the farm that will contain the eDiscovery Center and the Search service application with which to associate the eDiscovery Center.

Identify discoverable content After you have determined how many eDiscovery Centers you will have and where the eDiscovery Centers will be, identify the content that each Search service application will crawl.

To be discoverable, content on file shares, in SharePoint sites, or on other web sites must be crawled by a Search service application that is associated with an eDiscovery Center.

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Note A file on a file share whose file name is longer than characters cannot be discovered. List all the locations that contain content that must be discoverable.

If you have more than one eDiscovery Center, indicate which Search service application will crawl each content source. If you want to manage the discovery of Exchange Servers, or content from a SharePoint Server eDiscovery Center, you must configure a Search service application to include Exchange Server, or as a result source.

If you want to manage the discovery of Skype for Business Server content from a SharePoint Server eDiscovery Center, you must configure Skype for Business Server to archive content to either Exchange Serveror Note SharePoint Server with Exchangeenables Outlook on the web users to link to and share documents that are stored in OneDrive for Business instead of attaching files to messages.

You'll need to run Office Online Server in your environment to do this. For more information, see the Document collaboration section in What's new in Exchange Server.

Determine how to manage permissions People who perform eDiscovery must be able to view all content that is potentially discoverable. We recommend that you create a security group for eDiscovery users, and add the appropriate users to the security group.

Then you can grant permissions to the security group, instead of to individual users. Choose a name for the security group, and record this name and also record which users will be members of the security group.

Within SharePoint Server, eDiscovery users must be able to view all content. This includes content that is in the preservation hold library. For more information about the preservation hold library, see eDiscovery and in-place holds in SharePoint Server. There are two ways to achieve this: Grant eDiscovery users access to all content in a web application by using web application user policy.

Plan and manage cases in the eDiscovery Center | Microsoft Docs

Add eDiscovery users as site collection administrators for every site collection that contains discoverable content. We recommend that you grant permissions at the web application level, if that is possible in your environment.

ediscovery business plan

Note Because SharePoint Online is a hosted service, administrators cannot access web applications directly. Therefore, in SharePoint Online you must explicitly add eDiscovery users as site collection administrators on each site collection that contains discoverable content.

Decide whether you will grant permissions by web application or by site collection.The IT Manager’s Indispensible Guide to E-Discovery (October ) The IM angrg’sI line-of-business leaders and individual employees.

Initial rounds of discovery include identifying people who have a role in the litigation (known as The IT Manager’s Indispensible Guide to E-Discovery (October ). Arguments supporting the company's view of the appropriate e-discovery standards that should apply in light of the company's IT policies and practices Arguments supporting the company's view that the costs for some portions of the e-discovery.

An electronic discovery action plan should be reviewed on a case-by-case basis and tailored for individual clients' needs, but the following general guidelines can be applied in nearly any situation. Preventative Maintenance • . An eDiscovery case is a collaboration site that you can use to organize information related to the eDiscovery request.

From within an eDiscovery case, you can search for content, apply a hold to content, export content, and view the status of holds and exports that are associated with the case. Use the rich, in-place eDiscovery tools in Microsoft to find legally relevant information even in unstructured data.

And easily maintain insights into all activity in your environment with auditing and a comprehensive activity API. To assign eDiscovery Administrator permissions, select the eDiscovery Manager role group, and then next to eDiscovery Administrator, click Edit.

Click Choose eDiscovery Administrator, click Edit, click Add, select the user that you want to add as an eDiscovery Administrator, and then click Add.

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