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eDiscovery in SharePoint 2013What’s In It for You?
Presented by Buildingi
ARMA Tri-Chapter Seminar
Seattle, WA May 30th, 2013
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Introductions and Buildingi Overview
Julie Weston, Managing Director [email protected]
David Brandt, Senior Solutions [email protected]
Buildingi• Serving clients since 1994• 75 employees• Deep expertise in SharePoint and Office 365• Locations in Bellevue, Atlanta, Washington DC and Costa Rica
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The eDiscovery Process
Create and Manage
Identify and Hold
Search and Export
Review Produce
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A Successful eDiscovery Solution Will…
• Respond quickly and accurately to litigation threats
• Discover records quickly while filtering extra information
• Balance review costs with the danger of delivering privileged content
• Comply with legal discovery requirements
• Be simple and intuitive for users
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Few Solutions Are Succeeding
• Only 12% of records managers are “Very Confident” in their
current systems (ARMA and Forrester Research)
• Results of inefficiencies or ineffectiveness of organizations’
document-driven business practices (IDC Report):
• Paid financial settlement of $50k or more 15%
• Suffered major IT security breach 17%
• Got pulled into a major audit 24%
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eDiscovery in SharePoint
• Have you tried or had trouble implementing eDiscovery in SharePoint 2010?
• SharePoint 2013 and its eDiscovery Center represent a significant step forward
• Case site template is very user friendly
• Identify, hold, search and export content
• In place holds for SharePoint, Exchange and Lync
• Placing holds takes minutes, not days
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SharePoint 2013 In Action
In this demo, we will…
• Create a case
• Discover records and in-place holds
• Report on our hold
• Generate discovery deliverables
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What does SharePoint do for eDiscovery?
Create and Manage
Identify and Hold
Search and Export
Review Produce
SharePoint 2013
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What does SharePoint do for eDiscovery?
• Enterprise Content Management• Enterprise search across content repositories• Metadata and tagging in SharePoint libraries• eDiscovery Center—centralized case creation and management
Create and Manage
Identify and Hold
Search and Export
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What does SharePoint do for eDiscovery?
• Identify Content Repositories—SharePoint sites, mailboxes and crawled content
• Filter content based on properties, like dates and authors• In-place holds across SharePoint and Exchange
Create and Manage
Identify and Hold
Search and Export
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What does SharePoint do for eDiscovery?
• Perform custom queries of identified content sources• Review query statistics• Preview query content• Export query content• Export reports on query discovery, content and other key information
Create and Manage
Identify and Hold
Search and Export
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0% 10% 20% 30% 40% 50% 60% 70% 80%
Social Media
IMs, Texts (Lync)
SharePoint
Email (Exchange)
Database or applicationdata
Files and Documents
What can SharePoint Discover and Hold?
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What can’t SharePoint 2013 do?
SharePoint 2013 isn’t an end-to-end eDiscovery solution:
• Some content sources cannot be held-in-place:• File Shares
• Enterprise systems other than SharePoint
• Litigation hold notifications require 3rd party solutions or custom development
• Discovered records still require a legal review solution outside of SharePoint before they can be produced
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Our conclusions on SharePoint 2013 for eDiscovery
• Easy to pilot• Integrated with existing technologies and may not require separate
investment
• Centrally managed with simple interface, powerful delivery system
• Flexible• Supports in-place holds across multiple systems
• Fast• Implement a robust eDiscovery system in days and weeks with a
platform already available to you
• Move from creating a case to reporting on held content in minutes
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eDiscovery Center DemoDuring the May 30 breakout session, David Brandt walked attendees through a live demo of the eDiscovery Center. The following slides are static screen shots of the demo.
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eDiscovery Center
• SharePoint 2013 eDiscovery can span spaces and also span products
• SharePoint, Lync, and Exchange work together to make the right data discoverable for the right people at the right time
• Create a new case
• Navigate to an existing case
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eDiscovery Center:Create new case• Enter case title, description and other
necessary information
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Case Site:Northwind Traders• Create and Access eDiscovery Sets
• Monitor Hold Statuses
• Create and Access Queries
• Monitor Export Statuses
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Identify and Hold:New eDiscovery Set
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Identify and Hold: Add and Manage Sources
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Identify and Hold: Northwind Hold
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Identify and Hold: Preview Results
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Identify and Hold: Preview Results
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Search and Export: Northwind Audit
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Search and Export: Northwind Audit (cont.)
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Search and Export: Northwind Audit Export Documents
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Search and Export: Northwind Audit Export Reports
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Q&AThank you for your time!