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Configure eDiscovery in SharePoint Server 2013

SharePoint 2013
 

Applies to: SharePoint Server 2013

Topic Last Modified: 2013-12-18

Summary: Learn the steps to set up and configure eDiscovery in SharePoint Server 2013 and Exchange Server 2013.

This article identifies the steps that are required to configure eDiscovery in SharePoint Server 2013. When you complete the steps that are listed in this article, users will be able to create and work with eDiscovery cases.

Before you configure eDiscovery, you should understand the concepts that are presented in the article Overview of eDiscovery and in-place holds in SharePoint Server 2013, and you should have completed the planning process that is described in the article Plan for eDiscovery in SharePoint Server 2013.

The tasks that you must perform to configure eDiscovery are the following:

  • Configure communication between SharePoint Server 2013 and Exchange Server 2013.

  • Configure Search to crawl all discoverable content.

  • Grant permissions.

  • Create an eDiscovery Center.

If you will use a SharePoint eDiscovery Center to discover content in Exchange Server, you must configure SharePoint Server 2013 and Exchange Server to interact.

ImportantImportant:
To discover content in Exchange Server from a SharePoint eDiscovery Center, you must be running Exchange Server 2013.

Perform the following steps:

  1. Ensure that the Exchange Web Service managed API is installed on every front-end server that is running SharePoint Server 2013. For more information about the Exchange Web Service managed API, see Hardware and software requirements for SharePoint 2013.

  2. Configure a trust relationship between SharePoint Server 2013 and Exchange Server. For information about how to configure the trust relationship, see Configure server-to-server authentication in SharePoint 2013.

  3. If you want content from Lync Server 2013 to be discoverable, configure Lync Server 2013 to archive to Exchange Server 2013. For information about how to configure Lync Server 2013 archiving, see Microsoft Lync Server 2013 Archiving Deployment Guide.

  4. Perform the eDiscovery configuration steps for Exchange. For information about how to configure Exchange Server 2013 for eDiscovery, see Configure Exchange for SharePoint eDiscovery Center.

Content is only discoverable if it is crawled and indexed by the Search service application that is associated with the web application that the eDiscovery Center is in. You should have identified this Search service application when you planned for eDiscovery. To configure the Search service application to crawl the appropriate content, follow these steps:

  1. If content in Exchange Server 2013 must be discoverable, add Exchange Server 2013 as a result source. For information about how to configure a result source, see Configure result sources for search in SharePoint Server 2013.

  2. Ensure that all websites that contain discoverable content are being crawled. For information about how to configure a location to be crawled, see Add, edit, or delete a content source in SharePoint Server 2013.

  3. Ensure that all file shares that contain discoverable content are being crawled. For information about how to configure a location to be crawled, see Add, edit, or delete a content source in SharePoint Server 2013.

The article Plan for eDiscovery in SharePoint Server 2013 recommends that you create a security group to contain all users of the eDiscovery Center. After you create the security group, grant the security group permissions to access all discoverable content.

NoteNote:
The article Plan for eDiscovery in SharePoint Server 2013 explains the different ways of granting permissions to discoverable content. You should have chosen to grant permissions at the web application level or at the site collection level.
  1. If you will grant permissions at the web application level, create a user policy that gives the security group full read permissions for each web application that contains discoverable content. For information about how to create a policy for a web application, see Manage permission policies for a web application in SharePoint 2013.

    NoteNote:
    When you change permissions at the web application level, Search re-crawls all of the content in the web application.
  2. If you will grant permissions at the site collection level, make the security group a site collection administrator for each site collection that contains discoverable content. For information about how to add a site collection administrator, see Add or change a site collection administrator.

    ImportantImportant:
    A site collection administrator must add the security group as an additional site collection administrator by using the Site Settings menu. You cannot use Central Administration to make a security group a site collection administrator
  3. Ensure that the security group has permissions to access all file shares and other websites that contain discoverable content.

  4. If you will use a SharePoint eDiscovery Center to discover content in Exchange Server, grant the security group permissions to access Exchange Server mailboxes. For information about how to grant permissions in Exchange, see Configure Exchange for SharePoint eDiscovery Center.

  5. Grant the security group permissions to view the crawl log. For information about how to grant permissions to access the crawl log, see Set-SPEnterpriseSearchCrawlLogReadPermission.

An eDiscovery Center is a site collection from which users can create and manage eDiscovery cases. To create an eDiscovery Center, follow the procedure in the article Create a site collection in SharePoint 2013, and choose the eDiscovery Center site collection type from the Enterprise tab. Be aware that an eDiscovery Center must be in a web application that supports claims authentication.

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