Archiving for EDiscovery and Retention Management

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Archiving for E-Discovery and Retention Management

• Theodore S. Barassi, Esq.
• Group Product Manager
• E-Discovery and Information Risk

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FRCP Changes and their Relevance to Archiving

• Areas Requiring Changes for E-Discovery
• Early attention to issues relating to electronic
  discovery Rule 16(b) Rule 26(a) (f) Form 35
• Treatment of discovery of information that is
  not reasonably accessible (Rule 26(b))
• Form(s) of production Rule 34
• Protection from judicial sanction of ESI lost as
  a result of routine operation of a computer
  system (Rule 37(f))
• Suggested Protocol for Discovery of
  Electronically Stored Information (ESI).

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E-Discovery Reference Model
Presentation Identifier Goes Here
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Zagats Guide to E-Discovery
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Enterprise Vault- Based Model for E-Discovery
MANAGE
DISCOVER
STORE
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Archiving - Manage and Discover
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Typical Customer Timelines

• Integrated legal hold and search
• Journaling for key custodians, mailbox archiving
  for all users
• DA legal holds and searches
• Legacy discovery and storage savings
• PST migration and disablement
• Tape migration and cycle shortening
• Reduced retention
• Short retention for inbox
• (Retention folders or UCE) and ACE for records
• Proactive policy management
• Active surveillance
• Active enforcement
• Other content sources (files, IM, etc.)

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Message Review Screen
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Legal Hold
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