If your organization adheres to legal discovery requirements (related to
organizational policy, compliance, or lawsuits), In-Place eDiscovery in
Microsoft Exchange Server 2013 and Exchange Online can help you perform
discovery searches for relevant content within mailboxes. Exchange 2013
and Exchange Online also offer federated search capability and
integration with Microsoft SharePoint 2013 and Microsoft SharePoint
Online. Using the eDiscovery Center in SharePoint, you can search for
and hold all content related to a case, including SharePoint 2013 and
SharePoint Online websites, documents, file shares indexed by SharePoint
(SharePoint 2013 only), mailbox content in Exchange, and archived Lync
2013 content. You can also use In-Place eDiscovery in an Exchange hybrid
environment to search on-premises and cloud-based mailboxes in the same
search.
Important:
In-Place eDiscovery is a powerful feature that allows a user with the correct permissions to potentially gain access to all messaging records stored throughout the Exchange 2013 or Exchange Online organization. It's important to control and monitor discovery activities, including addition of members to the Discovery Management role group, assignment of the Mailbox Search management role, and assignment of mailbox access permission to discovery mailboxes.
Important:
In-Place eDiscovery is a powerful feature that allows a user with the correct permissions to potentially gain access to all messaging records stored throughout the Exchange 2013 or Exchange Online organization. It's important to control and monitor discovery activities, including addition of members to the Discovery Management role group, assignment of the Mailbox Search management role, and assignment of mailbox access permission to discovery mailboxes.
In-Place eDiscovery uses the content indexes created by Exchange Search. Role Based Access Control (RBAC) provides the Discovery Management
role group to delegate discovery tasks to non-technical personnel,
without the need to provide elevated privileges that may allow a user to
make any operational changes to Exchange configuration. The Exchange
admin center (EAC) provides an easy-to-use search interface for
non-technical personnel such as legal and compliance officers, records
managers, and human resources (HR) professionals.
Authorized users can perform an In-Place eDiscovery search by selecting the mailboxes, and then specifying search criteria such as keywords, start and end dates, sender and recipient addresses, and message types. After the search is complete, authorized users can then select one of the following actions:
Authorized users can perform an In-Place eDiscovery search by selecting the mailboxes, and then specifying search criteria such as keywords, start and end dates, sender and recipient addresses, and message types. After the search is complete, authorized users can then select one of the following actions:
- Estimate search results This
option returns an estimate of the total size and number of items that
will be returned by the search based on the criteria you specified.
- Preview search results This option provides a preview of the results. Messages returned from each mailbox searched are displayed.
- Copy search results This option lets you copy messages to a discovery mailbox.
- Export search results After search results are copied to a discovery mailbox, you can export them to a PST file.
In-Place
eDiscovery uses the content indexes created by Exchange Search.
Exchange Search has been retooled to use Microsoft Search Foundation, a
rich search platform that comes with significantly improved indexing and
querying performance and improved search functionality. Because the
Microsoft Search Foundation is also used by other Office products,
including SharePoint 2013, it offers greater interoperability and
similar query syntax across these products.
With a single content indexing engine, no additional resources are used to crawl and index mailbox databases for In-Place eDiscovery when eDiscovery requests are received by IT departments.
In-Place eDiscovery uses Keyword Query Language (KQL), a querying syntax similar to the Advanced Query Syntax (AQS) used by Instant Search in Microsoft Outlook and Outlook Web App. Users familiar with KQL can easily construct powerful search queries to search content indexes.
For more information about the file formats indexed by Exchange search, see File formats indexed by Exchange Search.
With a single content indexing engine, no additional resources are used to crawl and index mailbox databases for In-Place eDiscovery when eDiscovery requests are received by IT departments.
In-Place eDiscovery uses Keyword Query Language (KQL), a querying syntax similar to the Advanced Query Syntax (AQS) used by Instant Search in Microsoft Outlook and Outlook Web App. Users familiar with KQL can easily construct powerful search queries to search content indexes.
For more information about the file formats indexed by Exchange search, see File formats indexed by Exchange Search.
For authorized users to perform In-Place eDiscovery searches, you must add them to the Discovery Management role group. This role group consists of two management roles: the Mailbox Search role, which allows a user to perform an In-Place eDiscovery search, and the Legal Hold role, which allows a user to place a mailbox on In-Place Hold or litigation hold.
By default, permissions to perform In-Place eDiscovery-related tasks aren't assigned to any user or Exchange administrators. Exchange administrators who are members of the Organization Management role group can add users to the Discovery Management role group and create custom role groups to narrow the scope of a discovery manager to a subset of users. To learn more about adding users to the Discovery Management role group, see Assign eDiscovery permissions in Exchange.
Auditing of RBAC role changes,
which is enabled by default, makes sure that adequate records are kept
to track assignment of the Discovery Management role group. You can use
the administrator role group report to search for changes made to
administrator role groups. For more information, see Search the role group changes or administrator audit logs.
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By default, permissions to perform In-Place eDiscovery-related tasks aren't assigned to any user or Exchange administrators. Exchange administrators who are members of the Organization Management role group can add users to the Discovery Management role group and create custom role groups to narrow the scope of a discovery manager to a subset of users. To learn more about adding users to the Discovery Management role group, see Assign eDiscovery permissions in Exchange.
Important: |
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If a user hasn't been added to the Discovery Management role group or isn't assigned the Mailbox Search role, the In-Place eDiscovery & Hold user interface isn't displayed in the EAC, and the In-Place eDiscovery cmdlets aren't available in the Exchange Management Shell. |
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You
can use a custom management scope to let specific people or groups use
In-Place eDiscovery to search a subset of mailboxes in your Exchange
2013 or Exchange Online organization. For example, you might want to let
a discovery manager search only the mailboxes of users in a specific
location or department. You do this by creating a custom management
scope that uses a custom recipient filter to control which mailboxes can
be searched. Recipient filter scopes use filters to target specific
recipients based on recipient type or other recipient properties.
For In-Place eDiscovery, the only property on a user mailbox that you can use to create a recipient filter for a custom scope is distribution group membership. If you use other properties, such as CustomAttributeN, Department, or PostalCode, the search fails when it’s run by a member of the role group that’s assigned the custom scope. For more information, see Create a custom management scope for In-Place eDiscovery searches.
For In-Place eDiscovery, the only property on a user mailbox that you can use to create a recipient filter for a custom scope is distribution group membership. If you use other properties, such as CustomAttributeN, Department, or PostalCode, the search fails when it’s run by a member of the role group that’s assigned the custom scope. For more information, see Create a custom management scope for In-Place eDiscovery searches.
Exchange
2013 and Exchange Online offer integration with SharePoint 2013 and
SharePoint Online, allowing a discovery manager to use eDiscovery Center
in SharePoint to perform the following tasks:
In on-premises deployments, before you can use eDiscovery Center in SharePoint to search Exchange mailboxes, you must establish trust between the two applications. In Exchange 2013 and SharePoint 2013, this is done using OAuth authentication. For details, see Configure Exchange for SharePoint eDiscovery Center. eDiscovery searches performed from SharePoint are authorized by Exchange using RBAC. For a SharePoint user to be able to perform an eDiscovery search of Exchange mailboxes, they must be assigned delegated Discovery Management permission in Exchange. To be able to preview mailbox content returned in an eDiscovery search performed using SharePoint eDiscovery Center, the discovery manager must have a mailbox in the same Exchange organization.
For step-by step instructions for setting up an eDiscovery Center in an Office 365 organization, see Set up an eDiscovery Center in SharePoint Online.
- Search and preserve content from a single location
An authorized discovery manager can search and preserve content across
SharePoint and Exchange, including Lync content such as instant
messaging conversations and shared meeting documents archived in
Exchange mailboxes.
- Case management
eDiscovery Center uses a case management approach to eDiscovery,
allowing you to create cases and search and preserve content across
different content repositories for each case.
- Export search results
A discovery manager can use eDiscovery Center to export search results.
Mailbox content included in search results is exported to a PST file.
In on-premises deployments, before you can use eDiscovery Center in SharePoint to search Exchange mailboxes, you must establish trust between the two applications. In Exchange 2013 and SharePoint 2013, this is done using OAuth authentication. For details, see Configure Exchange for SharePoint eDiscovery Center. eDiscovery searches performed from SharePoint are authorized by Exchange using RBAC. For a SharePoint user to be able to perform an eDiscovery search of Exchange mailboxes, they must be assigned delegated Discovery Management permission in Exchange. To be able to preview mailbox content returned in an eDiscovery search performed using SharePoint eDiscovery Center, the discovery manager must have a mailbox in the same Exchange organization.
For step-by step instructions for setting up an eDiscovery Center in an Office 365 organization, see Set up an eDiscovery Center in SharePoint Online.
To
successfully perform cross-premises eDiscovery searches in an Exchange
2013 hybrid organization, you will have to configure OAuth (Open
Authorization) authentication between your Exchange on-premises and
Exchange Online organizations so that you can use In-Place eDiscovery to
search on-premises and cloud-based mailboxes. OAuth authentication is a
server-to-server authentication protocol that allows applications to
authenticate to each other.
OAuth authentication supports the following eDiscovery scenarios in an Exchange hybrid deployment:
OAuth authentication supports the following eDiscovery scenarios in an Exchange hybrid deployment:
- Search on-premises mailboxes that use Exchange Online Archiving for cloud-based archive mailboxes.
- Search on-premises and cloud-based mailboxes in the same eDiscovery search.
- Search on-premises mailboxes by using the eDiscovery Center in SharePoint Online.
After
you create an In-Place eDiscovery search, you can copy the search
results to a target mailbox. The EAC allows you to select a discovery
mailbox as the target mailbox. A discovery mailbox is a special type of
mailbox that provides the following functionality:
In-Place eDiscovery also uses a system mailbox with the display name SystemMailbox{e0dc1c29-89c3-4034-b678-e6c29d823ed9} to hold In-Place eDiscovery metadata. System mailboxes aren't visible in the EAC or in Exchange address lists. In on-premises organizations, before removing a mailbox database where the In-Place eDiscovery system mailbox is located, you must move the mailbox to another mailbox database. If the mailbox is removed or corrupted, your discovery managers are unable to perform eDiscovery searches until you re-create the mailbox. For details, see Re-create the Discovery system mailbox.
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- Easier and secure target mailbox selection When
you use the EAC to copy In-Place eDiscovery search results, only
discovery mailboxes are made available as a repository in which to store
search results. You don't need to sort through a potentially long list
of mailboxes available in the organization. This also eliminates the
possibility of a discovery manager accidentally selecting another user's
mailbox or an unsecured mailbox in which to store potentially sensitive
messages.
- Large mailbox storage quota The
target mailbox should be able to store a large amount of message data
that may be returned by an In-Place eDiscovery search. By default,
discovery mailboxes have a mailbox storage quota of 50 gigabytes (GB).
This storage quota can’t be increased.
- More secure by default Like
all mailbox types, a discovery mailbox has an associated Active
Directory user account. However, this account is disabled by default.
Only users explicitly authorized to access a discovery mailbox have
access to it. Members of the Discovery Management role group are
assigned Full Access permissions to the default discovery mailbox. Any
additional discovery mailboxes you create don't have mailbox access
permissions assigned to any user.
- Email delivery disabled Although
visible in Exchange address lists, users can't send email to a
discovery mailbox. Email delivery to discovery mailboxes is prohibited
by using delivery restrictions. This preserves the integrity of search
results copied to a discovery mailbox.
In-Place eDiscovery also uses a system mailbox with the display name SystemMailbox{e0dc1c29-89c3-4034-b678-e6c29d823ed9} to hold In-Place eDiscovery metadata. System mailboxes aren't visible in the EAC or in Exchange address lists. In on-premises organizations, before removing a mailbox database where the In-Place eDiscovery system mailbox is located, you must move the mailbox to another mailbox database. If the mailbox is removed or corrupted, your discovery managers are unable to perform eDiscovery searches until you re-create the mailbox. For details, see Re-create the Discovery system mailbox.
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Users
who have been added to the Discovery Management role group can perform
In-Place eDiscovery searches. You can perform a search using the
web-based interface in the EAC. This makes it easier for non-technical
users such as records managers, compliance officers, or legal and HR
professionals to use In-Place eDiscovery. You can also use the Shell to
perform a search. For more information, see Create an In-Place eDiscovery search
The In-Place eDiscovery & Hold
wizard in the EAC allows you to create an In-Place eDiscovery search
and also use In-Place Hold to place search results on hold. When you
create an In-Place eDiscovery search, a search object is created in the
In-Place eDiscovery system mailbox. This object can be manipulated to
start, stop, modify, and remove the search. After you create the search,
you can choose to get an estimate of search results, which includes
keyword statistics that help you determine query effectiveness. You can
also do a live preview of items returned in the search, allowing you to
view message content, the number of messages returned from each source
mailbox and the total number of messages. You can use this information
to further fine-tune your query if required.
When satisfied with the search results, you can copy them to a discovery mailbox. You can also use the EAC or Outlook to export a discovery mailbox or some of its content to a PST file.
When creating an In-Place eDiscovery search, you must specify the following parameters:
When using In-Place eDiscovery, also consider the following:
Note: |
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In on-premises organizations, you can use In-Place eDiscovery to
search mailboxes located on Exchange 2013 Mailbox servers. To search
mailboxes located on Exchange 2010 Mailbox servers, use Multi-Mailbox
Search on an Exchange 2010 server. In a hybrid deployment, which is an environment where some mailboxes exist on your on-premises Mailbox servers and some mailboxes exist in a cloud-based organization, you can perform In-Place eDiscovery searches of your cloud-based mailboxes using the EAC in your on-premises organization. If you intend to copy messages to a discovery mailbox, you must select an on-premises discovery mailbox. Messages from cloud-based mailboxes that are returned in search results are copied to the specified on-premises discovery mailbox. To learn more about hybrid deployments, see Exchange Server Hybrid Deployments. |
When satisfied with the search results, you can copy them to a discovery mailbox. You can also use the EAC or Outlook to export a discovery mailbox or some of its content to a PST file.
When creating an In-Place eDiscovery search, you must specify the following parameters:
- Name The
search name is used to identify the search. When you copy search
results to a discovery mailbox, a folder is created in the discovery
mailbox using the search name and the timestamp to uniquely identify
search results in a discovery mailbox.
- Mailboxes You
can choose to search all mailboxes in your Exchange 2013 organization
or specify the mailboxes to search. If you also want to use the same
search to place items on hold, you must specify the mailboxes. You can
specify a distribution group to include mailbox users who are members of
that group. Membership of the group is calculated once when creating
the search and subsequent changes to group membership are not
automatically reflected in the search. A user's primary and archive
mailboxes are included in the search.
- Search query You
can either include all mailbox content from the specified mailboxes or
use a search query to return items that are more relevant to the case or
investigation. You can specify the following parameters in a search
query:
- Keywords You can specify keywords and phrases to search message content. You can also use the logical operators AND, OR, and NOT. Additionally, Exchange 2013 also supports the NEAR operator, allowing you to search for a word or phrase that's in proximity to another word or phrase.
To search for an exact match of a multiple word phrase, you must enclose the phrase in quotation marks. For example, searching for the phrase “plan and competition” returns messages that contain an exact match of the phrase, whereas specifying plan AND competition returns messages that contain the words plan and competition anywhere in the message.
Exchange 2013 also supports the Keyword Query Language (KQL) syntax for In-Place eDiscovery searches.
Note: In-Place eDiscovery does not support regular expressions.
- Start and End dates By
default, In-Place eDiscovery doesn't limit searches by a date range. To
search messages sent during a specific date range, you can narrow the
search by specifying the start and end dates. If you don't specify an
end date, the search will return the latest results every time you
restart it.
- Senders and recipients To
narrow down the search, you can specify the senders or recipients of
messages. You can use email addresses, display names, or the name of a
domain to search for items sent to or from everyone in the domain. For
example, to find email sent by or sent to anyone at Contoso, Ltd,
specify @contoso.com in the From or the To/cc field in the EAC. You can also specify @contoso.com in the Senders or Recipients parameters in the Shell.
- Message types By
default, all message types are searched. You can restrict the search by
selecting specific message types such as email, contacts, documents,
journal, meetings, notes and Lync content.
- Keywords You can specify keywords and phrases to search message content. You can also use the logical operators AND, OR, and NOT. Additionally, Exchange 2013 also supports the NEAR operator, allowing you to search for a word or phrase that's in proximity to another word or phrase.
When using In-Place eDiscovery, also consider the following:
- Attachments In-Place eDiscovery searches attachments supported by Exchange Search. For details, see File formats indexed by Exchange Search.
In on-premises deployments, you can add support for additional file
types by installing search filters (also known as an iFilter) for the
file type on Mailbox servers.
- Unsearchable items Unsearchable
items are mailbox items that can't be indexed by Exchange Search.
Reasons they can't be indexed include the lack of an installed search
filter for an attached file, a filter error, and encrypted messages. For
a successful eDiscovery search, your organization may be required to
include such items for review. When copying search results to a
discovery mailbox or exporting them to a PST file, you can include
unsearchable items. For more information, see Unsearchable items in Exchange eDiscovery.
- Encrypted items Because
messages encrypted using S/MIME aren't indexed by Exchange Search,
In-Place eDiscovery doesn't search these messages. If you select the
option to include unsearchable items in search results, these S/MIME
encrypted messages are copied to the discovery mailbox.
- IRM-protected items Messages
protected using Information Rights Management (IRM) are indexed by
Exchange Search and therefore included in the search results if they
match query parameters. Messages must be protected by using an Active
Directory Rights Management Services (AD RMS) cluster in the same Active
Directory forest as the Mailbox server. For more information, see Information Rights Management.
Important: When Exchange Search fails to index an IRM-protected message, either due to a decryption failure or because IRM is disabled, the protected message isn't added to the list of failed items. If you select the option to include unsearchable items in search results, the results may not include IRM-protected messages that could not be decrypted.
To include IRM-protected messages in a search, you can create another search to include messages with .rpmsg attachments. You can use the query stringattachment:rpmsg
to search all IRM-protected messages in the specified mailboxes, whether successfully indexed or not. This may result in some duplication of search results in scenarios where one search returns messages that match the search criteria, including IRM-protected messages that have been indexed successfully. The search doesn't return IRM-protected messages that couldn't be indexed.
Performing a second search for all IRM-protected messages also includes the IRM-protected messages that were successfully indexed and returned in the first search. Additionally, the IRM-protected messages returned by the second search may not match the search criteria such as keywords used for the first search. - De-duplication When copying search results to a discovery mailbox, you can enable de-duplication
of search results to copy only one instance of a unique message to the
discovery mailbox. De-duplication has the following benefits:
- Lower storage requirement and smaller discovery mailbox size due to reduced number of messages copied.
- Reduced workload for discovery managers, legal counsel, or others involved in reviewing search results.
- Reduced cost of eDiscovery, depending on the number of duplicate items excluded from search results.
- Lower storage requirement and smaller discovery mailbox size due to reduced number of messages copied.
After
an In-Place eDiscovery search is completed, you can view search result
estimates in the Details pane in the EAC. The estimate includes number
of items returned and total size of those items. You can also view
keyword statistics, which returns details about number of items returned
for each keyword used in the search query. This information is helpful
in determining query effectiveness. If the query is too broad, it may
return a much bigger data set, which could require more resources to
review and raise eDiscovery costs. If the query is too narrow, it may
significantly reduce the number of records returned or return no records
at all. You can use the estimates and keyword statistics to fine-tune
the query to meet your requirements.
You can also preview the search
results to further ensure that messages returned contain the content
you're searching for and further fine-tune the query if required.
eDiscovery Search Preview displays the number of messages returned from
each mailbox searched and the total number of messages returned by the
search. The preview is generated quickly without requiring you to copy
messages to a discovery mailbox.
After you're satisfied with the quantity and quality of search results, you can copy them to a discovery mailbox. When copying messages, you have the following options:
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Note: |
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In Exchange 2013, keyword statistics also include statistics for non-keyword properties such as dates, message types, and senders/recipients specified in a search query. |
After you're satisfied with the quantity and quality of search results, you can copy them to a discovery mailbox. When copying messages, you have the following options:
- Include unsearchable items For
details about the types of items that are considered unsearchable, see
the eDiscovery search considerations in the previous section.
- Enable de-duplication De-duplication
reduces the dataset by only including a single instance of a unique
record if multiple instances are found in one or more mailboxes
searched.
- Enable full logging By
default, only basic logging is enabled when copying items. You can
select full logging to include information about all records returned by
the search.
- Send me mail when the copy is completed An
In-Place eDiscovery search can potentially return a large number of
records. Copying the messages returned to a discovery mailbox can take a
long time. Use this option to get an email notification when the
copying process is completed. For easier access using Outlook Web App,
the notification includes a link to the location in a discovery mailbox
where the messages are copied.
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After search results are copied to a discovery mailbox, you can export the search results to a PST file.
After search results are exported to a PST file, you or other users can open them in Outlook to review or print messages returned in the search results. For more information, see Export eDiscovery search results to a PST file.
After search results are exported to a PST file, you or other users can open them in Outlook to review or print messages returned in the search results. For more information, see Export eDiscovery search results to a PST file.
Because
In-Place eDiscovery performs searches on live data, it’s possible that
two searches of the same content sources and using the same search query
can return different results. Estimated search results can also be
different from the actual search results that are copied to a discovery
mailbox. This can happen even when rerunning the same search within a
short amount of time. There are several factors that can affect the
consistency of search results:
- The continual indexing of
incoming email because Exchange Search continuously crawls and indexes
your organization’s mailbox databases and transport pipeline.
- Deletion of email by users or automated processes.
- Bulk importing large amounts of email, which takes time to index.
There are two types of logging available for In-Place eDiscovery searches:
Besides the search log included
when copying search results to a discovery mailbox, Exchange also logs
cmdlets used by the EAC or the Shell to create, modify or remove
In-Place eDiscovery searches. This information is logged in the admin
audit log entries. For details, see Administrator audit logging.
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- Basic logging Basic
logging is enabled by default for all In-Place eDiscovery searches. It
includes information about the search and who performed it. Information
captured about basic logging appears in the body of the email message
sent to the mailbox where the search results are stored. The message is
located in the folder created to store search results.
- Full logging Full
logging includes information about all messages returned by the search.
This information is provided in a comma-separated value (.csv) file
attached to the email message that contains the basic logging
information. The name of the search is used for the .csv file name. This
information may be required for compliance or record-keeping purposes.
To enable full logging, you must select the Enable full logging
option when copying search results to a discovery mailbox in the EAC.
If you're using the Shell, specify the full logging option using the LogLevel parameter.
Note: |
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When using the Shell to create or modify an In-Place eDiscovery search, you can also disable logging. |
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As
part of eDiscovery requests, you may be required to preserve mailbox
content until a lawsuit or investigation is disposed. Messages deleted
or altered by the mailbox user or any processes must also be preserved.
In Exchange 2013, this is accomplished by using In-Place Hold. For
details, see In-Place Hold and Litigation Hold.
In Exchange 2013, you can use the new In-Place eDiscovery & Hold wizard to search items and preserve them for as long as they're required for eDiscovery or to meet other business requirements. When using the same search for both In-Place eDiscovery and In-Place Hold, be aware of the following:
In Exchange 2013, you can use the new In-Place eDiscovery & Hold wizard to search items and preserve them for as long as they're required for eDiscovery or to meet other business requirements. When using the same search for both In-Place eDiscovery and In-Place Hold, be aware of the following:
- You can't use the option to search all mailboxes. You must select the mailboxes or distribution groups.
- You
can't remove an In-Place eDiscovery search if the search is also used
for In-Place Hold. You must first disable the In-Place Hold option in a
search and then remove the search.
When
an employee leaves an organization, it's a common practice to disable
or remove the mailbox. After you disable a mailbox, it is disconnected
from the user account but remains in the mailbox for a certain period,
30 days by default. The Managed Folder Assistant does not process
disconnected mailboxes and any retention policies are not applied during
this period. You can't search content of a disconnected mailbox. Upon
reaching the deleted mailbox retention period configured for the mailbox
database, the mailbox is purged from the mailbox database.
In on-premises deployments, if
your organization requires that retention settings be applied to
messages of employees who are no longer in the organization or if you
may need to retain an ex-employee's mailbox for an ongoing or future
eDiscovery search, do not disable or remove the mailbox. You can take
the following steps to ensure the mailbox can't be accessed and no new
messages are delivered to it.
When planning to implement
mailbox retention for messaging retention management (MRM) or In-Place
eDiscovery, you must take employee turnover into consideration.
Long-term retention of ex-employee mailboxes will require additional
storage on Mailbox servers and also result in an increase in Active
Directory database because it requires that the associated user account
be retained for the same duration. Additionally, it may also require
changes to your organization's account provisioning and management
processes.
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Important: |
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In Exchange Online, In-Place eDiscovery can search content in inactive mailboxes. Inactive mailboxes are mailboxes that are placed on In-Place Hold or litigation hold and then removed. Inactive mailboxes are preserved as long as they’re placed on hold. When an inactive mailbox is removed from In-Place Hold or when litigation hold is disabled, it is permanently deleted. For details, see Manage inactive mailboxes in Exchange Online. |
- Disable the Active Directory user account using Active Directory Users & Computers
or other Active Directory or account provisioning tools or scripts.
This prevents mailbox logon using the associated user account.
Important: Users with Full Access mailbox permission will still be able to access the mailbox. To prevent access by others, you must remove their Full Access permission from the mailbox. For information about how to remove Full Access mailbox permissions on a mailbox, see Manage Permissions for Recipients. - Set the message
size limit for messages that can be sent from or received by the mailbox
user to a very low value, 1 KB for example. This prevents delivery of
new mail to and from the mailbox. For details, see Configure message size limits for a mailbox.
- Configure delivery restrictions for the mailbox so nobody can send messages to it. For details, see Configure message delivery restrictions for a mailbox.
Important: |
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You must take the above steps along with any other account management processes required by your organization, but without disabling or removing the mailbox or removing the associated user account. |
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In Exchange 2013 and Exchange Online, the resources In-Place eDiscovery can consume are controlled using throttling policies.
The default throttling policy contains the following throttling parameters.
In Exchange Server 2013, you
can change the default values for these parameters to suit your
requirements or create additional throttling policies and assign them to
users with delegated Discovery Management permission. In Exchange
Online, the default values for these throttling parameters can’t be
changed.
Source :- https://technet.microsoft.com/en-us/library/dd298021%28v=exchg.150%29.aspx
The default throttling policy contains the following throttling parameters.
Parameter | Description | Default value | ||
---|---|---|---|---|
DiscoveryMaxConcurrency | The maximum number of In-Place eDiscovery searches that can run at the same time in your organization. | 2
| ||
DiscoveryMaxMailboxes | The maximum number of mailboxes that can be searched in a single In-Place eDiscovery search. | Exchange Online: 10,0001 Exchange 2013: 5,000 | ||
DiscoveryMaxStatsSearchMailboxes | The maximum number of mailboxes that can be searched in a
single In-Place eDiscovery search that still allows you to view keyword
statistics. | 100
| ||
DiscoveryMaxKeywords | The maximum number of keywords that can be specified in a single In-Place eDiscovery search. | 500 | ||
DiscoveryMaxSearchResultsPageSize | The maximum number of items displayed on a single page when previewing In-Place eDiscovery search results. | 200 | ||
DiscoverySearchTimeoutPeriod | The number of minutes that an In-Place eDiscovery search will run before it times out. | 10 minutes |
Note: |
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1 If you initiate an eDiscovery search from the eDiscovery Center in SharePoint Online in an Office 365 organization, you can search a maximum of 1,500 mailboxes in a single search. |
Source :- https://technet.microsoft.com/en-us/library/dd298021%28v=exchg.150%29.aspx
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