This instructor led course will teach you how-to use Microsoft Purview eDiscovery tools in detail.
Learn how to carry out investigations across Microsoft 365 data for Information Requests, DSARS, FOI requests and other purposes.
Microsoft 365 includes 4 different search tools:
- Content Search
- eDiscovery (Standard)
- eDiscovery (premium)
- User Data Search
All of which can be used to find information stored across SharePoint, Teams, Exchange and Viva Engage.
This short course will teach you how to use all four of these tools with special focus on the use of eDiscovery (Premium) to support your investigation requirements.
eDiscovery (Premium) provides an end-to-end workflow to preserve, collect, analyse, review, and export content in response to your organisation’s internal and external investigations. It also includes features to manage the entire legal hold notification workflow, to communicate with custodians involved in a case.
By collecting data from the source with the eDiscovery tools, you can search the live Microsoft 365 platform to quickly find what you need. Intelligent, machine learning capabilities such as deep indexing, email threading, and near duplicate detection also help you reduce large volumes of data to a relevant data set.
This short course covers the entire process end-to-end including:
- Search setup
- Results refinement
- Content hold
- Export and communication.
About our presenter Andrea McIntosh, Leadership Through Data
Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her. Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.
Course outline:
- Tell the differences between Content Search, eDiscovery (Standard), User Data Search & eDiscovery (Premium)
- Carry out searches using all 4 tools
- Refine results using eDiscovery (Premium) search tools
- Refine results using deduplication controls and other eDiscovery case settings
- Control access to an eDiscovery (Premium) Case
- Manage Legal Hold using eDiscovery (Premium)
- Send hold notifications using eDiscovery (Premium)
- Export and mange case reports
- Export and manage case results
What you need to know
- CPD Points: 3
- Course level: Foundation
- Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date.
- Sessions are limited to 6 - 10 participants
- We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
- You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
- You will need a quiet space so there are no distractions for the participants.
For any questions, please contact service@algim.org.nz
