This presentation reviews the eDiscovery offering from Microsoft and outlines "What is in it for you?" (the enterprise customer).

1. eDiscovery in SharePoint 2013
What’s In It for You?
Presented by Buildingi
ARMA Tri-Chapter Seminar
Seattle, WA May 30th, 2013

2. Introductions and Buildingi Overview
Julie Weston, Managing Director
 julie.weston@buildingi.com
David Brandt, Senior Solutions Engineer
 david.brandt@buildingi.com
Buildingi
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•
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Serving clients since 1994
75 employees
Deep expertise in SharePoint and Office 365
Locations in Bellevue, Atlanta, Washington DC and Costa Rica

3. The eDiscovery Process
Create and
Manage
Identify
and Hold
Search and
Export
Review
Produce

4. 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

5. 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%

6. 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
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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

7. 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

8. What does SharePoint do for
eDiscovery?
SharePoint 2013
Create and
Manage
Identify
and Hold
Search and
Export
Review
Produce

9. 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 Center—centralized case creation and management

10. What does SharePoint do for
eDiscovery?
Create and
Manage
Identify
and Hold
Search and
Export
• 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

11. What does SharePoint do for
eDiscovery?
Create and
Manage
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•
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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

12. 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%

13. 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

14. 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

15. 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.

16. 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
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Create a new case
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Navigate to an existing case

17. eDiscovery Center:
Create new case
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Enter case title, description and other
necessary information

18. Case Site:
Northwind Traders
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Create and Access eDiscovery Sets
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Monitor Hold Statuses
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Create and Access Queries
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Monitor Export Statuses

19. Identify and Hold:
New eDiscovery Set

20. Identify and Hold:
Add and Manage
Sources

21. Identify and Hold:
Northwind Hold

22. Identify and Hold:
Preview Results

23. Identify and Hold:
Preview Results

24. Search and Export:
Northwind Audit

25. Search and Export:
Northwind Audit
(cont.)

26. Search and Export:
Northwind Audit
Export Documents

27. Search and Export:
Northwind Audit
Export Reports

28. Q&A
Thank you for your time!