SharePoint Advanced: Optimizing e-discovery

Learn how to leverage some of the search tools and features of SharePoint to optimize content for eDiscovery.

Optimizing search and navigation in SharePoint can make finding content easier when you're dealing with large lists and libraries. In this advanced course, Bill Kulterman explores how to leverage some of the search tools and features of SharePoint to optimize content for eDiscovery. Bill shares how to assign eDiscovery permissions and use content holds to protect information from being altered or destroyed. He also covers how to create a search of specific locations in an organization by using keywords and conditions; how to run Express analysis and view the results; and how to close, reopen, and delete a case.

Introduction

• Welcome
• What is eDiscovery?

1. eDiscovery Permissions

• eDiscovery Manager
• eDiscovery Reviewer
• eDiscovery Administrator
• Assign permissions

2. The eDiscovery Case

• Create a new case
• Add members to a case

3. Content Locations on Hold

• Mailbox hold
• SharePoint site hold
• Query-based hold
• Hold statistics

4. Content Search

• All case content
• Search everywhere
• Custom location selection

5. Export Content Search Results

• Export search results
• Preview the export results

6. Analysis with Advanced eDiscovery

• Prepare search results for analysis
• Run the process module
• Prepare to analyze case data
• Run the analysis and view the results
• Export the summary

7. Express Analysis

• Prepare for Express analysis
• Run Express analysis and view results

8. Case Management

• Close a case
• Reopen a closed case
• Delete a case

Conclusion

• Next steps