2013 eDiscovery with Microsoft

ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery

eDiscoveryExchange, Lync & SharePoint

2013

Presented by Concurrency, Inc.For more information: www.concurrency.com

http://www.concurrency.com/?sca=SM-PPTs

Sales

Accounting

HR

Legal Procurement

EngineeringMarketing

Business Productivity Infrastructure

SharePoint Dynamics CRM

Windows / Office Azure ExchangePrivate &

Public Cloud

Lync Application DevelopmentOffice 365 Windows

Server SecuritySystem Center 2012

Work

ers

Tech

nolo

gy

Microsoft Awards:

• 2012 Microsoft Content Management Partner of the Year

• 2012 Microsoft Central Region Partner of the year

• 2012 Microsoft Midwest Partner of the year

• 2011 Microsoft Midwest Partner of the year

• 2010 Microsoft Midwest Marketing Partner of the year

Chicago Milwaukee

For more information: www.concurrency.com



Twitter

Event hashtags: #CNCYevent + #eDiscovery

Follow us on Twitter: @ConcurrencyInc




Today’s Presenters:Peter HurthTeam Lead - SharePoint ECMMCTS, MCITP, AIIM ECM Master, CDIA+Twitter: @ConcurrencyPete

Matt SimsTeam Lead – Unified CommunicationsMCM, MCTS, MCITP, CCNATwitter: @simsmsimsm

Tom MullenAccount Executive [email protected] 847 356-2005 For more information: www.concurrency.com

mailto:[email protected]



SharePoint 2013 eDiscovery Center




SharePoint 2013 In-Place eDiscovery

Identify and

Preserve

Search and

ProcessReview Produce

Volume Relevance




SharePoint 2013 In-Place eDiscovery

In-Place Hold: protect content in-place in real time

Query: find up to date and relevant content quickly

Export: transfer content for review and production

1

2

3

Across: SharePoint, Exchange, Lync, and file shares on-premises and Office 365

SharePoint 2013 Search is the key




TermsCase• Top level container for organizing and securing eDiscovery Sets, Sources,

Queries, and Exports

eDiscovery Set• Groupings of content based on a high level search for the purpose of holding or

further discovery

Source• Location with discoverable content to be included:

• SharePoint 2010/2013, Exchange 2013, file shares (on-premises)

Query• A saved search for keywords targeted to specific Cases, eDiscovery Sets, and/or

Sources

Export• Saved eDiscovery output which can be re-run as needed




Demonstration: Microsoft In-Place eDiscovery




Exchange & Lync 2013 Archiving, Retention,

eDiscovery, & Data Loss Prevention




Archiving, Retention, eDiscovery - Overview Preserve Discover

In-Place Archive with secondary quota

Available on-prem, online, or EOA

Storage Management

Capture deleted & edited messages

Preservation

Automated time-based criteria to delete or move to archive

Set policies at item or folder level – admin or user

Data Governance

Search primary, archive, & recoverable items

De-duplication & Search statistics

eDiscovery

Lync Archives into Exchange

Search across Primary & Archive – OLK & OWA

Time-Based In-Place Hold

Query-Based In-Place Hold

In-Place Hold across Ex, SP, Lync

Consistent MRM OWA UI

eDiscovery Center for Ex, SP, Lync

Case Management

In-Place preview

Export search results




Archiving, Retention, eDiscovery - Mailbox




Archiving, Retention, eDiscovery - Lync User A Mailbox

Recoverable Items

Deletions

Deleted Items

Inbox

Versions

Purges

DiscoveryHolds

Server side archiving

All Lync modalities captured (PC, mobile, web, OWA)

User A on hold

Hold state synced




DEMO - Archiving, Retention, eDiscoveryUSER – Ty Carlson

• My Folder Hierarchy Is Retained• I Can Drag & Drop To My Archive• I Don’t Have To Waste Time Worrying About Mailbox Size QuotasADMIN – Bob Smith• I Can Centrally Manage & Enforce Retention, Archive Policies -

PowerShell• I Can Easily Preserve The Content I Need To• I Can Audit Changes To Mailboxes On Hold LEGAL – Karen Berg• I Can Execute Query- Based Searches Across All Exchange

Mailboxes• I Have A Simple Web Interface To Execute These Searches – No

Admin. Priv. For more information: www.concurrency.com



Data Loss PreventionDLP helps to

identifymonitorprotect

sensitive data through deep content analysis Easy to use

Monitor

Protect

Identify




Data Loss Prevention• Out-of-the-box DLP policy templates • Predefined sensitive content types • Support for third party–defined DLP

policy templates• DLP administration in Exchange

Admin Center • Rich reporting




DEMO – Data Loss PreventionSCENARIO• Ty Inadvertently Attempts To Forward Email

Containing Credit Card Info.

BEHIND THE SCENES• DLP Policy & Rules Save The Day!




Next steps

• FREE eDiscovery Systems Assessment: Evaluate your current environment and provide an assessment identifying gaps between current feature capabilities and best-practices.

• eDiscovery Analysis: Assess your current life cycle management policies and practices and identify strategies to advance your eDiscovery readiness.

• Microsoft Experience Center: A hands-on, interactive lab helping you and your organization’s business managers test drive the latest Microsoft products.

• FREE Azure Storage Assessment: Reduce storage costs by 60-80% by consolidating primary, archive, backup, and disaster recovery.




Upcoming EventsPresented by Concurrency, Inc.

WisconsinMilwaukee - Madison

IllinoisChicago – Downers Grove

Intune: Mobile Dev. MgmtSAP & SharePoint Integration

SkyDrive & O365DCRM with SharePoint & Click Dimensions

Business Critical Process Automation & Integration

* Topics are subject to change




Thank You!



Technology

2013 eDiscovery with Microsoft