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2013 Microsoft eDiscovery Event

Companies involved in legal eDiscovery matters shift quickly into a reactive mode, demanding an exponential increase in time, personnel, legal risk, and expenses. In this presentation, Concurrency experts discuss the policies organizations can adopt to proactively manage eDiscovery risk, including: Ensuring there are effective policies in place to handle document creation and retention Minimizing the data retained for normal business purposes Leveraging tools that can effectively manage the search and retrieval demands of eDiscovery For more information: http://www.concurrency.com

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2013 Microsoft eDiscovery Event

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  1. eDiscoveryExchange, Lync & SharePoint 2013Presented by Concurrency, Inc. For more information: www.concurrency.com

  2. Accounting Legal Procurement Workers Sales HR Marketing Engineering • Microsoft Awards: • 2012 Microsoft Content Management Partner of the Year • 2012 Microsoft Central Region Partner of the year • 2012 Microsoft Midwest Partner of the year • 2011 Microsoft Midwest Partner of the year • 2010 Microsoft Midwest Marketing Partner of the year Chicago Milwaukee Business Productivity Infrastructure Lync Office 365 Application Development Windows Server System Center 2012 Security Technology SharePoint Dynamics CRM Windows / Office Azure Private & Public Cloud Exchange For more information: www.concurrency.com

  3. Twitter Event hashtags: #CNCYevent + #eDiscovery Follow us on Twitter: @ConcurrencyInc For more information: www.concurrency.com

  4. Today’s Presenters: Peter HurthTeam Lead - SharePoint ECMMCTS, MCITP, AIIM ECM Master, CDIA+ Twitter: @ConcurrencyPete Matt SimsTeam Lead – Unified Communications MCM, MCTS, MCITP, CCNA Twitter: @simsmsimsm Tom MullenAccount Executive tmullen@concurrency.com 847 356-2005 For more information: www.concurrency.com

  5. SharePoint 2013 eDiscovery Center For more information: www.concurrency.com

  6. SharePoint 2013 In-Place eDiscovery Relevance Volume For more information: www.concurrency.com

  7. SharePoint 2013 In-Place eDiscovery In-Place Hold: protect content in-place in real time 1 Query: find up to date and relevant content quickly 2 Export: transfer content for review and production 3 Across: SharePoint, Exchange, Lync, and file shares on-premises and Office 365 SharePoint 2013 Search is the key For more information: www.concurrency.com

  8. Terms • Case • Top level container for organizing and securing eDiscovery Sets, Sources, Queries, and Exports • eDiscovery Set • Groupings of content based on a high level search for the purpose of holding or further discovery • Source • Location with discoverable content to be included: • SharePoint 2010/2013, Exchange 2013, file shares (on-premises) • Query • A saved search for keywords targeted to specific Cases, eDiscovery Sets, and/or Sources • Export • Saved eDiscovery output which can be re-run as needed For more information: www.concurrency.com

  9. Demonstration: Microsoft In-Place eDiscovery For more information: www.concurrency.com

  10. Exchange & Lync 2013 Archiving, Retention, eDiscovery, & Data Loss Prevention For more information: www.concurrency.com

  11. Archiving, Retention, eDiscovery - Overview Preserve Discover Data Governance eDiscovery Preservation Storage Management • Automated time-based criteria to delete or move to archive • Set policies at item or folder level – admin or user Search primary, archive, & recoverable items De-duplication & Search statistics Time-Based In-Place Hold Query-Based In-Place Hold In-Place Hold across Ex, SP, Lync • Capture deleted & edited messages In-Place Archive with secondary quota Available on-prem, online, or EOA eDiscovery Center for Ex, SP, Lync Case Management In-Place preview Export search results Lync Archives into Exchange Search across Primary & Archive – OLK & OWA Consistent MRM OWA UI For more information: www.concurrency.com

  12. Archiving, Retention, eDiscovery - Mailbox For more information: www.concurrency.com

  13. Archiving, Retention, eDiscovery - Lync User A Mailbox Server side archiving All Lync modalities captured (PC, mobile, web, OWA) User A on hold Inbox Deleted Items Recoverable Items Deletions Purges Versions DiscoveryHolds Hold state synced For more information: www.concurrency.com

  14. DEMO - Archiving, Retention, eDiscovery • USER – Ty Carlson • My Folder Hierarchy Is Retained • I Can Drag & Drop To My Archive • I Don’t Have To Waste Time Worrying About Mailbox Size Quotas • ADMIN – Bob Smith • I Can Centrally Manage & Enforce Retention, Archive Policies - PowerShell • I Can Easily Preserve The Content I Need To • I Can Audit Changes To Mailboxes On Hold • LEGAL – Karen Berg • I Can Execute Query- Based Searches Across All Exchange Mailboxes • I Have A Simple Web Interface To Execute These Searches – No Admin. Priv. For more information: www.concurrency.com

  15. Data Loss Prevention Identify Monitor DLP helps to identify monitor protect sensitive data through deep content analysis Protect Easy to use For more information: www.concurrency.com

  16. Data Loss Prevention • Out-of-the-box DLP policy templates • Predefined sensitive content types • Support for third party–defined DLP policy templates • DLP administration in Exchange Admin Center • Rich reporting For more information: www.concurrency.com

  17. DEMO – Data Loss Prevention • SCENARIO • Ty Inadvertently Attempts To Forward Email Containing Credit Card Info. • BEHIND THE SCENES • DLP Policy & Rules Save The Day! For more information: www.concurrency.com

  18. Next steps • FREE eDiscovery Systems Assessment: Evaluate your current environment and provide an assessment identifying gaps between current feature capabilities and best-practices. • eDiscovery Analysis: Assess your current life cycle management policies and practices and identify strategies to advance your eDiscovery readiness. • Microsoft Experience Center: A hands-on, interactive lab helping you and your organization’s business managers test drive the latest Microsoft products. • FREE Azure Storage Assessment:Reduce storage costs by 60-80% by consolidating primary, archive, backup, and disaster recovery. For more information: www.concurrency.com

  19. Upcoming EventsPresented by Concurrency, Inc. Illinois Chicago – Downers Grove Wisconsin Milwaukee - Madison Intune: Mobile Dev. Mgmt SAP & SharePoint Integration SkyDrive & O365 DCRM with SharePoint & Click Dimensions Business Critical Process Automation & Integration * Topics are subject to change For more information: www.concurrency.com

  20. Thank You! For more information: www.concurrency.com

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