eDiscovery in SharePoint 2013

Whats In It for You?

Presented by Buildingi
ARMA Tri-Chapter Seminar
Seattle, WA May 30th, 2013

Introductions and Buildingi Overview

Julie Weston, Managing Director
julie.weston@buildingi.com

David Brandt, Senior Solutions Engineer

david.brandt@buildingi.com

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?
SharePoint 2013

Create and
Manage

Identify
and Hold

Search and
Export

Review

Produce

What does SharePoint do for

eDiscovery?
Create and
Manage

Identify
and Hold

Search and
Export

Enterprise Content Management

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

What does SharePoint do for

eDiscovery?
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

What does SharePoint do for

eDiscovery?
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

What can SharePoint Discover and Hold?

Files and Documents
Database or application
data

Email (Exchange)
SharePoint
IMs, Texts (Lync)
Social Media
0%

10%

20%

30%

40%

50%

60%

70%

80%

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 Demo

During 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

Identify and Hold:

New eDiscovery Set

Identify and Hold:

Add and Manage
Sources

Identify and Hold:

Northwind Hold

Identify and Hold:

Preview Results

Identify and Hold:

Preview Results

Search and Export:

Northwind Audit

Search and Export:

Northwind Audit
(cont.)

Search and Export:

Northwind Audit
Export Documents

Search and Export:

Northwind Audit
Export Reports

Q&A
Thank you for your time!