SharePoint 2013 eDiscovery

eDiscovery in SharePoint 2013Whats In It for You?

Presented by Buildingi

ARMA Tri-Chapter Seminar

Seattle, WA May 30th, 2013

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

The eDiscovery Process

Create and Manage

Identify and Hold

Search and Export

Review Produce

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

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%

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

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

What does SharePoint do for eDiscovery?

Create and Manage

Identify and Hold

Search and Export

Review Produce

SharePoint 2013


Enterprise Content Management Enterprise search across content repositories Metadata and tagging in SharePoint libraries eDiscovery Centercentralized case creation and management

Create and Manage

Identify and Hold

Search and Export


Identify Content RepositoriesSharePoint 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


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

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?

What cant SharePoint 2013 do?

SharePoint 2013 isnt 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

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

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.

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

eDiscovery Center:Create new case Enter case title, description and other

necessary information

Case Site:Northwind Traders Create and Access eDiscovery Sets

Monitor Hold Statuses

Create and Access Queries

Monitor Export Statuses