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Scenario: eDiscovery in SharePoint Server 2013 and Exchange Server 2013

Find resources for learning how to plan for, implement, and use eDiscovery using Microsoft products including SharePoint Server 2013, Exchange Server 2013, and Lync Server 2013. Select a tile to filter by life cycle. CTRL-click to select multiple tiles.

What is eDiscovery: Electronic discovery, or eDiscovery, is the process of identifying and delivering electronic information that can be used as evidence.

Why would I use this scenario: For a legal case or an audit, you can create eDiscovery sets to identify the specific material to be located, and then preserve the sites and mailboxes in which content was discovered. The user can then create queries to further refine the content that is relevant, preview the content, and export the content. When the case is closed, all of the holds associated with the case are released.

  1. Explore

  2. Plan

  3. Develop

  4. Configure

  5. Manage

  6. Use


Learn how to empower your legal team to manage content  that might be relevant to a case in an eDiscovery Center. Your legal team can preserve content while enabling people to continue working, use search tools to narrow down the specific content that might be relevant to a case, and review and export the content for authorities.


Take time to understand the factors you may need to consider before implementing eDiscovery. First, assess the number of eDiscovery Centers you will need based on your system’s architecture, including your search, Exchange, and Lync configurations. Then, identify locations for potential eDiscovery Content, and whether additional configuration is needed. Finally, consider the permissions that you need to grant to eDiscovery users so that they can effectively work on a case.


Read about the eDiscovery programming models that you can use to build custom solutions and apps that include eDiscovery functionality, and download a worksheet you can use to record the decisions that you make as you plan to implement eDiscovery.


Learn about configuring communication between SharePoint 2013 and Exchange Server 2013, configuring search, granting permissions, and creating an eDiscovery Center.


To enable your legal team members to use Exchange Server 2013 in-place eDiscovery, you need to authorize them by adding them to the Discovery Management role group. Members of the Discovery Management role group have Full Access mailbox permission for the Discovery Search Mailbox that's created by Exchange Setup.


Learn about the lifecycle of creating and managing e-Discovery cases. Content that might be relevant to a case can be managed and placed on hold in an eDiscovery set. People in your organization can continue to work while content is placed on hold. Your legal staff can create and run queries, including using keywords, to further narrow down the content, and then review the content and export it for authorities.

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