HOW TO USE OFFICE 365 AND X1 DISCOVERY TO ACHIEVE YOUR EDISCOVERY GOALS

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Kerry Houston
5 years ago
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1 HOW TO USE OFFICE 365 AND X1 DISCOVERY TO ACHIEVE YOUR EDISCOVERY GOALS

2 AGENDA Office 365 ediscovery and Compliance features and functions X1 Distributed Discovery features and demo Q&A/Open Discussion with Audience 2

3 PANELISTS Rachi Messing Senior Program Manager John Patzakis Executive Chairman of the Board Rafe Stanley [Moderator] Discovery Engineer 3

4 OFFICE 365 RACHI MESSING 4

Employees work on nearly 2x the number of teams than they did five years ago* 41% employees say mobile business apps are changing the way they work* Digital trends are changing the way people

5 Employees work on nearly 2x the number of teams than they did five years ago* 41% employees say mobile business apps are changing the way they work* Digital trends are changing the way people work Information overload wastes 25% of employee time, costing U.S. business $997B each year* 160M customer records leaked* 229 days to detect security infiltration* * Multiple industry sources.

6 Office 365 Service offerings by category Authoring Mail & Social Sites & Content Chat, Meetings & Voice Analytics Word Outlook OneDrive Microsoft Teams Power BI Excel Yammer SharePoint Skype for Business MyAnalytics PowerPoint Delve OneNote Office 365 Groups Graph Security & Compliance

7 Top 3 Cloud Concerns 73% orgs indicated security as a top challenge holding back SaaS adoption 89% of orgs required to govern content for compliance or business continuity purposes 63% of orgs state transparency challenges restrict them from growing their cloud usage

Office 365 Built-in capabilities and customer controls

building Enterprise software and online services Privacy by

deliver services Commitment to meeting industry standards and

organizational compliance Transparency in our operations so

8 Office 365 Built-in capabilities and customer controls Best-in-class security with over a decade of experience building Enterprise software and online services Privacy by design with a commitment to use customers information only to deliver services Commitment to meeting industry standards and delivering a rich set of applications which enable organizational compliance Transparency in our operations so you can monitor the state of your service, track issues, and have historical view of availability

9 Office 365 Compliance Solutions What solutions does Microsoft provide to bring data overload under control and support my ability to achieve organizational compliance? Who is in control of the data in O365?

10 Office 365 In-Place Compliance Solutions Organization needs Preserve vital data Find relevant data Monitor activity Data Governance Import, store, preserve and expire data ediscovery Quickly identify the most relevant data Auditing Monitor and investigate actions taken on data Security & Compliance Center Manage compliance for all your data across Office 365

Security and Compliance Center Bringing together different compliance tools with roles based permission controls Scenario oriented workflows with

11 Security and Compliance Center Bringing together different compliance tools with roles based permission controls Scenario oriented workflows with cross-cutting policies spanning features Powerful content discovery across Office 365 workloads Proactive suggestions leveraging Microsoft Security Intelligence Graph

12 Office 365 In-Place Compliance Solutions Organization needs Preserve vital data Find relevant data Monitor activity Data Governance Import, store, preserve and expire data ediscovery Quickly identify the most relevant data Auditing Monitor and investigate actions taken on data Security & Compliance Center Manage compliance for all your data across Office 365

9 Traditional Data Governance Many organizations transfer data to a third party hosted archiving service which has challenges Exchange Data Outsourced Data Journaling

environment to another Third party outsourced journaling Point in time data Captures data at a point in time which miss any edits in place or from transport agents in flight

13 9 Traditional Data Governance Many organizations transfer data to a third party hosted archiving service which has challenges Exchange Data Outsourced Data Journaling Challenges Increased costs Having a separate copy of the data being stored significantly increases costs Increased risks Content may be compromised moving from one environment to another Third party outsourced journaling Point in time data Captures data at a point in time which miss any edits in place or from transport agents in flight Increased time Waiting for indexing increases time required to find relevant data No service wide insights Unable to leverage service wide machine learning to draw correlations between the data

1 Office 365 In-Place Data Governance Data stays in-place and does not need to be continually

In-Place Office over Journaling Reduce risk Data is not duplicated to another provider or compliance

Record all actions taken on the data Higher fidelity and lower costs Content stays in Exchange and

based Apply preservation to mailbox or SharePoint site, apply a query to hold less content, or use

14 1 Office 365 In-Place Data Governance Data stays in-place and does not need to be continually transferred out of Office 365 providing benefits In-Place Office 365 Data Governance Benefits of In-Place Office over Journaling Reduce risk Data is not duplicated to another provider or compliance boundary. Record all actions taken on the data Higher fidelity and lower costs Content stays in Exchange and SharePoint, which results in lower storage costs, and higher fidelity data Location, query or policy based Apply preservation to mailbox or SharePoint site, apply a query to hold less content, or use preservation policies No impact to users Seamlessly create, edit, and delete without knowing data is being preserved Insights Insights to enable you to keep what s important, delete what s not, and to share according to policy 0

15 1 Office 365 Compliance Data Lifecycle Ingestion of data outside Office 365 In-Place data creation, retention and archiving In-Place ediscovery Export Auditing 1

Data Governance: Core Capabilities Import Drive Shipping, Network Upload and 3 rd Party Data Ingestion (Facebook, Twitter, Bloomberg) through partners to provide cross platform compliance and

16 Data Governance: Core Capabilities Import Drive Shipping, Network Upload and 3 rd Party Data Ingestion (Facebook, Twitter, Bloomberg) through partners to provide cross platform compliance and governance Retention policies Unified Retention and Disposition Policy for workloads in Office 365 Records management End user classification in Outlook, SharePoint, OneDrive and Groups. Manual review and disposition, reporting and permissions SEC 17A-4 compliant SEC 17A-4 whitepaper covering SharePoint, OneDrive, Groups, Skype, Preservation Lock, immutability, Supervisory Review Security and Compliance Center Office 365 experience to bring together all compliance and security experiences

17 Office 365 In-Place Compliance Solutions Organization needs Preserve vital data Find relevant data Monitor activity Data Governance Import, store, preserve and expire data ediscovery Quickly identify the most relevant data Auditing Monitor and investigate actions taken on data Security & Compliance Center Manage compliance for all your data across Office 365

ediscovery in O365 Wide range of scenarios Regulatory compliance, employment law, HR, financial, internal business requirements Secure access Provide access based on role, delegated access and enable

18 ediscovery in O365 Wide range of scenarios Regulatory compliance, employment law, HR, financial, internal business requirements Secure access Provide access based on role, delegated access and enable security filters to scope access Self-service case management tools Investigators can create & manage cases, put data on hold, perform searches and export Identify subjects, witnesses, custodians Search for relevant subjects or witnesses or custodians Identify relevant data Search for data relevant to the investigation across Office 365 and imported data Enable collaboration Between investigators & attorneys overseeing the case

Search and Export Capabilities Real-time in-place searching No waiting for indexing, always live and

Query and source statistics help you to analyze results Native export Export with analysis Export into review

Zapproved Zylab Download to PST or Native Folder Manual data review Move data between locations Light weight

19 Search and Export Capabilities Real-time in-place searching No waiting for indexing, always live and up-to-date across Office 365 Quickly find relevant data Proximity search, rich query syntax Make decisions Query and source statistics help you to analyze results Native export Export with analysis Export into review tool Epiq Everlaw Kcura iconect ipro Mindseye Technology Partners Rational Enterprises Recommind Servient Zapproved Zylab Download to PST or Native Folder Manual data review Move data between locations Light weight tagging Single-investigator cases Simple investigations Full review tools Ready to load data package Larger investigations

Advanced ediscovery Intelligently explore and analyze unstructured data to quickly identify what s relevant Identify relevant documents Predictive coding enables you to train the system to

20 Advanced ediscovery Intelligently explore and analyze unstructured data to quickly identify what s relevant Identify relevant documents Predictive coding enables you to train the system to automatically distinguish between likely relevant and non-relevant documents Identify data relationships Use clustering technology to look at documents in context and identify relationships between them Organize and reduce data prior to review Use near duplicate detection to organize the data and reconstruct threads from unstructured data to reduce what s sent to review

21 Office 365 In-Place Compliance Solutions Organization needs Preserve vital data Find relevant data Monitor activity Data Governance Import, store, preserve and expire data ediscovery Quickly identify the most relevant data Auditing Monitor and investigate actions taken on data Security & Compliance Center Manage compliance for all your data across Office 365

22 Office 365 Auditing Opt-in for all O365 tenants Security & Compliance Center 1 billion events collected daily Power BI Azure Active Directory SharePoint Online

and Compliance Center Admin activity Azure Active Directory Office 365

23 What Data Is Audited? Exchange Online Admin activity, end-user (mailbox) activity Security and Compliance Center Admin activity Azure Active Directory Office 365 logins, directory activity Power BI Admin activity SharePoint Online and OneDrive for Business File activity, sharing activity

24 Innovation & Release Management Cloud updates on a regular basis Visibility Rolling 90-day public roadmap of what s coming Control First release program and deferred service branch Cadence Regular releases of new innovations

25 X1 JOHN PATZAKIS 5

26 How to Use Office 365 and X1 to Achieve Your ediscovery Goals LIVE WEBINAR

27 Numerous Challenges Custodian self-collection not defensible: Nat l Day Laborer Org. Network v. US Immigration & Customs Enforcement Agency, (S.D.N.Y. Jul. 13, 2012) GN Netcom, Inc. v. Plantronics, Inc., No LPS, 2016 U.S. Dist. (D. Del. July 12, 2016). Lack of Uniformity and Transparency Disruption But full-disk imaging is disruptive, expensive and not required by the courts

28 Central Index Approach Substantial scalability challenges Requires huge network bandwidth and computational resources Team of FTEs to deal with index corruption, database crashes, etc. Any real enterprise-wide success stories? Crawling Solutions Are Slow & Cumbersome Must collect all data and transmit over the network to be searched by the solution. Requires several hours per endpoint Must start search over if even a tiny change to keyword or metadata search criteria

29 Enterprise architecture considerations Most ediscovery software must collect and migrate all custodian data BEFORE searching and culling begins Counter-productive to the very purpose of a cloud-based O365 investment. Standard network infrastructures do not support timely migrations of terabytes of data. Next generation ediscovery solutions must search and process cloud data in place and consolidate non-cloud sources with cloud sources

SOLUTION Distributed Discovery Revolutionizes how organizations search, identify and collect documents at the desktop level across up to thousands of endpoints and network sources with

30 SOLUTION Distributed Discovery Revolutionizes how organizations search, identify and collect documents at the desktop level across up to thousands of endpoints and network sources with industry-leading speed Empowers legal and IT teams to generate and actually adjust key terms in real-time, before collection Maps to O365 workflow and many information governance use cases

31 X1 Distributed Discovery Product Demo

32 Q&A/OPEN DISCUSSION Please send your questions through the chat window. We will answer as many as we can. The rest will be answered in an to you next week. 6

If you have any questions or need assistance from a

33 All attendees will receive the presentation recording and slides tomorrow, Friday, August 4. If you have any questions or need assistance from a forensics expert, please contact: marketing@d4discovery.com. THANK YOU! 7

Accelerate GDPR compliance with the Microsoft Cloud Samuel Marín Sr. Sales Solutions Specialist

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