2013 eDiscovery with Microsoft
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ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
eDiscoveryExchange, Lync & SharePoint
2013
Presented by Concurrency, Inc.For more information: www.concurrency.com
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
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
Event hashtags: #CNCYevent + #eDiscovery
Follow us on Twitter: @ConcurrencyInc
For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
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 tmullen@concurrency.com 847 356-2005 For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
SharePoint 2013 eDiscovery Center
For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
SharePoint 2013 In-Place eDiscovery
Identify and
Preserve
Search and
ProcessReview Produce
Volume Relevance
For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
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
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2
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Across: SharePoint, Exchange, Lync, and file shares on-premises and Office 365
SharePoint 2013 Search is the key
For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
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
For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
Demonstration: Microsoft In-Place eDiscovery
For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
Exchange & Lync 2013 Archiving, Retention,
eDiscovery, & Data Loss Prevention
For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
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
For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
Archiving, Retention, eDiscovery - Mailbox
For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
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
For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
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
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
Data Loss PreventionDLP helps to
identifymonitorprotect
sensitive data through deep content analysis Easy to use
Monitor
Protect
Identify
For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
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
For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
DEMO – Data Loss PreventionSCENARIO• Ty Inadvertently Attempts To Forward Email
Containing Credit Card Info.
BEHIND THE SCENES• DLP Policy & Rules Save The Day!
For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
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.
For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
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
For more information: www.concurrency.com
ALL RIGHTS RESERVED © 2013Event hashtags: #CNCYevent + #eDiscovery
Thank You!
For more information: www.concurrency.com
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