Transcript Morgan Stanley – 2006 - $15 million Deutsche Bank Securities Inc., Goldman Sachs & Co., Morgan Stanley, Solomon Smith Barney Inc.

Morgan Stanley – 2006 - $15 million
Deutsche Bank Securities Inc., Goldman Sachs & Co., Morgan
Stanley, Solomon Smith Barney Inc. and U.S. Bancorp Piper
Jaffray Inc. - $1.65 million each
Philip Morris International – 1999 - $2.75 million
Archiving
In-Place Hold & eDiscovery
Message Records Management (MRM)
Q&A
Outlook
OWA
An integrated In-Place Archive
enables users to save time by
managing their archive as they do
their mailbox
Retain folder hierarchy
Integrated search
Search everywhere at once
•
Quickly find new or
historical email wherever
you are with new, faster
search technology
•
Single Search in OWA and
Outlook returns results
Combined
from
& Archive
conversationPrimary
view
Mailboxes
Archive
Single In-Place data store for Exchange & Lync compliance
Lync 2010
Exchange 2010
New Lync
Compliance
Archive
New Exchange
Compliance
Lync archives content into Exchange mailboxes when user is on In-Place Hold
Includes instant messaging and meeting content
In-Place Hold, eDiscovery, MRM of Lync data consolidated to Exchange tools
User A on hold
User A Mailbox
Inbox
Deleted Items
Server side archiving
All Lync modalities
captured (PC, mobile,
web, OWA)
Recoverable Items
Deletions
Purges
Versions
DiscoveryHolds
In-Place Hold
Time-Based Hold
Litigation Hold
Variants
Time-Based
In-Place Hold
Litigation
Hold (Legacy)
Management Options
Query-Based
In-Place Hold
eDiscovery
Center
Exchange
Management
Shell
Exchange
Admin Center
In-Place Hold and eDiscovery
(1) Message
delivered
User A Mailbox
Inbox
Lifecycle
of
mailbox
items
(2) Message
moved to
Deleted Items
(3) Message deleted
…
Deleted Items
(5) Message Edited
Recoverable Items
Deletions
(4a) Message “purged” by
user (Litigation Hold /
Single Item Recovery)
(4b) Message “purged”
by user (In-Place Hold)
Versions
Purges
Audits
DiscoveryHold
Calendar Logging
(6a) Messages purged by
DIRW Policy (or
maintained for Litigation
Hold)
(6b) Mailboxes with SIR
and In-Place Hold enabled
have expired messages
moved
(6c) MFA evaluates item
against hold queries set on
mailbox
In-Place Hold Management
• When using the cmdline, you use New-MailboxSearch to enable InPlace Hold
– New-MailboxSearch "Hold-CaseId012" -SourceMailboxes "Paul Singh" InPlaceHoldEnabled $true
– SourceMailboxes parameter can take a mailbox or distribution group
• If you want to enable Litigation Hold or Single Item Recovery, you
use Set-Mailbox
Storage Management
Business Requirements
Legal & Regulatory Requirements
Automate the deletion and
archiving of email and
other Exchange data to
meet data retention
requirements
Single menu
for
• policies
Assign personal tags to
system folders in Outlook
and OWA
• View default mailbox policy
•
Retention policy and expiry details
Assign to an individual item, folder, or all email
Delete Policy
Archive Policy (mailbox management)
MRM
42 Custodians Preserved
79,308,170 pages/1289.4 GB
12 Custodians Collected & Processed
22,659,477 pages/368.4 GB
Reviewed
1,132,974 pages/18.4 GB
Produced
Total eDiscovery Cost to the
company: >$10M/year
249,254 pages/4 GB
Used
249 pp.
Pre-Wave 15 eDiscovery Workflow at Microsoft
Inside Corp Firewall
Managed by MSIT
Entirely MS technology
Outside Corp Firewall
Co-managed by MS FTEs
and Data Center Vendor
Third party technology
Exchange Mailbox Copies
Local Data
SharePoint
File Shares
Litigation
Data
Repository
Data Minimization Tool
Linear Review Tool
Completely Outsourced
Review Attorneys
Tiffing and
Production Tool
Production Set
Wave 15 eDiscovery Workflow at Microsoft
Local Data
Inside Corp Firewall
Managed by MSIT
Entirely MS technology
Exchange Servers
SharePoint
Linear Review Tool
Completely Outsourced
Review Attorneys
Tiffing and
Production
Tool
Production Set
Expected Improvements
Archiving
In-Place Hold & eDiscovery
Message Records Management (MRM)
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