EDiscovery Feature in SharePoint 2013


In this article, we will learn about the EDiscovery functionality in SharePoint 2013.In any organization whenever legal audit occurs, you need to find, preserve and produce the contents in the electronic form for the legal investigation. This kind of legal risk is greatly reduced with the help of eDiscovery mechanism. The new functionality includes the following.

· SharePoint eDiscovery Center

· SharePoint in-place holds

· SharePoint eDiscovery export

· Enterprise-wide eDiscovery

To enable EDiscovery Functionality in SharePoint 2013, we need to do the following setup in our environment.

1. SharePoint eDiscovery center – It is a site template where you build the entire functionality.

2. SharePoint Search functionality – It crawls the contents from the sources such as SharePoint sites, Exchange Server 2013, and Lync 2013.

SharePoint eDiscovery Center

It is a central SharePoint site used to manage preservation, search, and export of content stored in Exchange and SharePoint across SharePoint farms and Exchange servers.

Discovery Case

A case is a container for all of the queries, content, and preservations associated with specific legal risk. A case consists of source groups, file locations, exchange mailboxes, exports list and SharePoint list.

SharePoint in-place holds

· Users can still work with the content but a copy is preserved when the in-place hold issued.

· Documents, list items, pages, and Exchange Server 2013 mailboxes can be preserved.

· Preservation is done at the level of a site.

· The content remains in the same location, and users can edit, delete, and add new content.

· A user who has permissions to perform eDiscovery can access the original version of preserved content.

· You do not have to preserve a whole site or mailbox. You can specify a query filter to define the scope of preservation, and preserve only the content that matches the query filter.

SharePoint eDiscovery export

· Documents: Documents are exported from file shares. Documents and their versions are exported from SharePoint Server 2013.

· Lists(.csv file): If a list item was included in the eDiscovery query results, the complete list is exported .

· Pages: SharePoint pages, such as wiki pages or blogs, are exported as MIME HTML (.mht) files.

· Exchange objects (.pst file): Items in an Exchange Server 2013 mailbox, such as tasks, calendar entries, contacts, email messages, and attachments, are exported.

Enterprise-wide eDiscovery

· Create a case, define a query, and then search SharePoint Server 2013, Exchange Server 2013, and file shares throughout the enterprise for content that matches the query.

· Export all of the content that was identified.

· Preserve items in place in SharePoint Server 2013 or Exchange Server 2013.

· Track statistics related to the case.