My presentation about eDiscovery in SharePoint 2013 for the DIWUG (Dutch Information Workers User Group) meeting of 26 February 2014

1. Maarten Eekels
@maarteneekels
meekels@portiva.nl

2. Maarten
Top 100 SharePoint Influencers 2014

3. Identify and Preserve
Search and Process
Review
Produce

4. Processing
Preservation
Information
Management
Identification
Review
Production
Collection
Analysis
Volume
Relevance
Presentation

5. Create New case
Create eDiscovery Set
Place Legal Hold
Refine Content
Export Content
Release Hold
Close Case

7. Search
Service
Application
File shares
eDiscovery
center
SharePoint
eDiscovery
case
Exchange
Lync
eDiscovery
user

8. Search
In-Place Hold
Export
Source
On-Premises
Office 365
On-Premises
Office 365
On-Premises
Office 365
SharePoint 2013
Yes
Yes
Yes
Yes
Yes
Yes
SharePoint 2010
Yes
No
No
No
Yes
No
SharePoint 2007
Yes
No
No
No
Yes
No
Exchange 2013
Yes
Yes
Yes
Yes
Yes
Yes
Exchange 2010
No
No
No
No
No
No
Lync 2013 (when archived in Exchange
2013)
Yes
Yes
Yes
Yes
Yes
Yes
Lync 2010
No
No
No
No
No
No
Indexed File shares
Yes
No
No
No
Yes
No

9. Use
To
Example
AND
Find content that contains all of the words or
phrases it separates.
risk AND value AND VAR finds content that
contains all three words.
OR
Find content that contains either of the words or
phrases it separates.
risk OR VAR finds all the content that contains
either word.
NOT
Exclude content that contains the term within a
phrase.
Executive NOT Summary finds all the content
that contains the phrase Executive, unless the
content also contains the term Summary.
()
Group words or phrases to show the order in
which they are applied.
(Risk AND management) OR (VAR or Value-atrisk)
NEAR(n)
Finds words that are near each other, where n
equals the number of words apart. If no number
is specified, the default distance is 8 words.
Mid NEAR(5) Office finds Mid and Back Office
and Mid-Office and Mid, Back, and Front Office
“
Search for specific phrases.
“risk management” finds the exact phrase
Find terms that contain the root word and any
additional letters.
risk* finds risk, risks, risked, risking, and risky
“
Wildcard (*)

14. Number of eDiscovery centers
 One for each Search Service Application and one for each Exchange Forest
Identify content
 Identify the locations that contain content that can be discovered. Is it just SharePoint, Exchange and Lync, or file shares as well? Does
every SharePoint site need to be discoverable?
Permissions
 Consider the permissions that you have to grant to eDiscovery users. eDiscovery users need access to all discoverable content, both in
SharePoint and Exchange (and file shares if required)
Storage
 Consider the storage location capacity to hold the litigation content. If content is not changed much, not a lot of additional storage is
required, but if content is changed, a copy of that content is preserved.
Performance
 Several performance considerations of running eDiscovery queries. Adding more sources increases the number and complexity of queries.
Complex queries (with more operators: AND, OR, NEAR) have more impact on performance.

15. Install Exchange Web Services API
Configure Communication Between Servers
Create eDiscovery Center
Grant Permissions
Configure Search

16. http://www.edrm.net/resources/edrm-stages-explained
http://technet.microsoft.com/nl-nl/sharepoint/jj650012.aspx
http://blogs.office.com/2012/11/08/intro-to-ediscovery-in-sharepoint-exchange-andlync-2013/
http://www.microsoft.com/en-ie/download/details.aspx?id=39349

17. Maarten Eekels
@maarteneekels
meekels@portiva.nl