eDiscovery is the process to search, process, and produce electronic content for a legal request or investigation. This session shows you how SharePoint 2013 can help you collecting the required information more rapidly and earlier in the process, without disrupting regular business. We'll discuss all the key steps involved in using the SharePoint 2013 eDiscovery solution from creating a new case to closing that case. Also, we'll cover the conceptual architecture of SharePoint eDiscovery and show you how to prepare an implementation plan for eDiscovery.

1. eDiscovery in SharePoint 2013
Maarten Eekels
The Netherlands, CET (UTC+2)
April 16th /17th, 2014

2. Dutch Information Workers User Group
(DIWUG)
SharePoint Saturday
SharePoint Connections Amsterdam
Top 100 SharePoint Influencers 2013/2014
Contact
meekels@portiva.nl
www.eekels.net

3. Identify and Preserve
Search and Process
Review
Produce

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

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

6. eDiscovery
user
eDiscovery
case
eDiscovery
center
Search
Service
Application
File shares
SharePoint Exchange Lync
Exchange
Web Services

7. Source
Search In-Place Hold Export
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

8. 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-at-
risk)
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
Wildcard (*)
Find terms that contain the root word and any
additional letters.
risk* finds risk, risks, risked, risking, and risky

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

14. 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.
Number of eDiscovery centers
 One for each Search Service Application and one for each Exchange Forest
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. 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-and-
lync-2013/
http://www.microsoft.com/en-ie/download/details.aspx?id=39349