The Legal Hold data is an unaltered copy of the original data. On creating a Legal
Hold, the selected search items are restored to the web server and
archived as a Legal Hold. If the search items are already available in the web
server (i.e., viewable in the Search Console), when you move them to a Legal
Hold, they are restored once again to the web server and archived into the Legal
Hold.
Whenever a new Legal Hold is created, a corresponding
Legal Hold Set is
automatically created under the CommServe's File System
iDataAgent in the CommCell Console.
From the Search Console, expand the My Sets node in the left
navigation pane, right-click Legal Hold and click New.
From the Legal Hold Creation dialog, do the following:
Enter the Legal Hold name and Description in the appropriate places.
Enter the email IDs to which alerts will be sent regarding Legal
Hold creation.
Select the storage policy to be associated with the Legal Hold from the
Retention Policy drop down box. On selecting the Storage policy, the
Default Retention will be set to the retention time of the selected
storage policy. Note that, if the storage policy has multiple copies with
different retention time, the highest retention time among them will be set
as the Default retention for the Legal Hold.
If you need to extend the retention time for the Legal Hold, select
Extended Retention checkbox and enter the Retention Date. To
provide infinite extended retention time, select Infinite Retention
checkbox.
The Legal Hold data is an unaltered copy of the original data. On creating a Legal
Hold, the selected search items are restored to the web server and
archived as a Legal Hold. If the search items are already available in the web
server (i.e., viewable in the Search Console), when you move them to a Legal
Hold, they are restored once again to the web server and archived into the Legal
Hold.
Whenever a new Legal Hold is created, a corresponding
Legal Hold Set is
automatically created under the CommServe's File System
iDataAgent in the CommCell Console.
To create a new Legal Hold, from the CommCell Browser window, right-click
Legal Hold under
Content Director node, and select Add.
To modify a Legal Hold, from the CommCell
Browser window, click
Legal Hold under
Content Director node, right-click the Legal Hold that needs to be modified and select Edit.
When you add data to an existing Legal Hold, note the following:
The Legal Hold data is an unaltered copy of the original data. On creating a Legal
Hold, the selected search items are restored to the web server and
archived as a Legal Hold. If the search items are already available in the web
server (i.e., viewable in the Search Console), when you move them to a Legal
Hold, they are restored once again to the web server and archived into the Legal
Hold.
A new job is created against that Legal Hold and the retention time for
the job is based on the Legal Hold retention time from the date of effect.
From the Search Console, search for the required data using the Search
text box. You can also refine the search using the Advanced Search
options.
Select the search result items for which you would like to retain in
Legal hold and add them to a Review Set by right-clicking the
search item, selecting Add Items To
menu, and clicking Review Set.
From the Review set, select the items to be moved to a Legal Hold,
right-click andselect Add Items To menu, and click Legal
Holds.
Select the Legal hold to which you need to add the item.
Once a Legal Hold is created, you can modify the description and retention
time of the Legal Hold. When you modify the retention
time of the Legal Hold, all the existing items in the Legal Hold and the new
items that will be added to the Legal Hold will reflect the modified retention
time.
From the Search Console, expand the My Sets node in the left
navigation pane, right-click Legal Hold and click Edit.
From the Legal Hold Edit dialog, modify the description and
extended retention time as required. Note that, the Legal Hold name and
storage policy association cannot be modified.
To create a Content Director Policy, from the CommCell Browser window, right click
Content Director Policy under
Content Director node, and select Add.
To modify a
Content Director Policy, from the CommCell Browser window, click
Content Director Policy under Content Director node, right-click the
Content Director Policy that needs to be modified and select Edit.
In the
Define Workflow step of the
Content Director Workflow
dialog, enter a name for the policy.
Type the text string or wildcard pattern that you are searching for
in the
Search For entry space under Search Criteria in the left pane. Note
that the asterisk ( * ) and question mark ( ? ) characters are treated as
valid wildcards unless surrounded by double-quotes.
You can further refine your search by entering the desired criteria
under the option groups for
Emails, Files and Advanced Options, as appropriate for
your search.
Select the operations to be included in the policy and click Next.
Based on the operations selected, follow the appropriate steps below:
To associate/dissociate tags to the discovered items:
In the
Tagging step of the Content Director Workflow
dialog, select the Content Indexing Engine to be used for the tagging operation from
the Select Content Indexing Engine drop-down box.
Select the tags that need to be associated/dissociated for the
discovered items from
the Available Tags list and click Add>.
To add the discovered items to a Legal Hold:
In the
Legal Hold step of the
Content Director Workflow
dialog, select the Legal Hold to which the discovered items will be
added from the Use Legal Hold drop-down box.
In the
Restore to Review Set step of the Content Director Workflow
dialog, type a Review Set name in the Review Set Name text
box.
From the WebServer Client drop-down box, select a Web
Search Client to which the Review Set will be created.
From the On behalf of user drop-down box, select the user
name for which the Review Set will be created in the Web Search
Client.
Process Data archived/protected since displays the date only
after the policy has been executed at least once. The date displayed
is the one selected by the user at the time of creating the policy.
Select Process Data archived/protected on or after and
specify the date from which the archived/backup data will be
considered for the search.
To submit the discovered items to an ERM Server using an ERM
Connector:
In the
ERM Connector step of the Content Director Workflow
dialog, select the ERM Connector to be used from the ERM
Connecter drop-down box.
Specify the values for the routing rule properties for the
selected ERM Connector.
Click Next.
In the
Options step of the Content Director Workflow
dialog, do the following: (Note that this step is applicable only for ERM connector and
Legal Hold operations.)
From the Staging Client drop-down box, select the Web Search
Server to which the discovered items will be restored and the selected
operations will be performed.
From the On behalf of user drop-down box, select the user name
for which the selected operations are being performed.
Process Data archived/protected since displays the date only
after the policy has been executed at least once. The date displayed
is the one selected by the user at the time of creating the policy.
Select Process Data archived/protected on or after and specify
the date from which the archived/backup data will be considered for the
search.
Click Finish.
If creating a new Content Director Policy, from the
Schedule
Details (Schedule
Details) dialog box, enter the Schedule name and select the
appropriate schedule options.
From the Search Console, expand the Legal Hold
node under My Sets in the left
navigation pane, right-click the Legal Hold to be deleted and select
Delete.
The search console enables you to restore Legal Hold data to
a review set. When you restore a Legal Hold from the search console, you will
notice the following:
The entire Legal hold data is restored to a new or existing review set.
The restored Legal Hold data is viewable from the review set.
The review set actions pertaining to a normal review set is also
applicable for the review set containing Legal Hold data. For more
information on review set actions, see
Review Set Actions.
If the review set gets pruned as per the defined review set retention, you can
once again restore the data from the Legal Hold to a new or existing Review Set.
To
restore Legal Hold data from the Search Console:
From the Search Console, expand the Legal Hold node under My Sets
in the left
navigation pane, right-click the Legal Hold to be restored and select
Restore.
From the Select Set dialog, do the following:
Enter a review set name in the Enter New Review Set Name text box
if you need to restore to a new Review Set.
Select a Review Set name from the Select Review Set drop-down
box to restore the Legal Hold items to an exiting Review Set.
Click OK. All the files in the Legal Hold is restored to the new
review set.
From the CommCell Browser, right-click the agent, instance, backup set, or
Legal hold set (for Legal Hold data) that contains the data you want to restore, click All Tasks and then click the available Browse command (command names vary by agent).
Run a browse operation. See Browse Data for a list of customized browse operations and their step-by-step instructions. If you accept all defaults, you will be browsing the latest backups for the selected data.
From the agent's Restore Options and Advanced Restore Options dialog boxes, select the restore options that you want to use. For agents with multiple tabs, do not click OK until you have used all of the desired tabs. When you accept all the default settings, you will be restoring the selected data to its original location. See Restore Backup Data for access to complete information on the agent-specific Restore Destination options and procedures available.
When restoring encrypted data, refer to Data Encryption for comprehensive feature information and procedures for using the Encryption tab of the Advanced Restore Options dialog box.
After completing your selections, you can either start an immediate restore or schedule the restore.
If you want to schedule the job, click the Job Initiation tab from the Restore Options dialog box, click Schedule, schedule the job, and then click OK.
If you want to run the job now, accept or click Run Immediately in the same tab and then click OK.
While the job is running, you can right-click the job in the Job Controller and select Detail to view information on the job. After the data has been restored, you will see a job completion message in the Job Controller and Event Viewer.
To
perform a Restore by Jobs for Legal Hold Data from CommCell Console:
Right-click the Legal Hold set, select View, and click
Information Management History.
In the
Information Job History Filter dialog box, if you would like to restore jobs whose start
and end times fall within a time range relative to when the restore will start,
click Specify time range.
Select the other filter options that you want to apply and click OK.
A list of information management jobs is displayed in the right pane.
Click the jobs that you would like to restore. Using the right-click menu,
select Restore Selected Jobs.
In the
General tab of the Restore Options dialog box and the
Job
Initiation tab of the Restore Options dialog box, select/set the
appropriate destination and any other desired options, and click OK.
You can move items from one Legal Hold to another from the Search Console. To
do this, you need to restore the items from the Legal Hold to a new review set
and then add the required items from the review set to a different or a new Legal
Hold.
When you are adding data to a Legal Hold, if the Legal Hold job fails
unexpectedly, you can restore the failed contents to a review set and add them
to the Legal Hold once again.
From the Search Console, click Legal Hold in the left navigation
pane and select the Legal Hold that contains the failed items.
From the Actions menu, select View Failed Contents and click Submit Action.
A list of failed items will be displayed.
From the Actions menu, select Move Failed Contents and click Submit Action.
Enter the review set name in the displayed text box. The failed contents
will be restored to the new review set.
Click OK.
From the Review set, select the failed items, choose
Legal Hold from the Actions menu and click Submit
Action.
From the Legal Hold window, select Create new legal hold option,
to create a new Legal Hold. If you need to add the failed items to an
existing Legal Hold, select Add to existing legal hold option and
choose the Legal Hold name from the drop down list.
Enter the Legal Hold name and Description in the appropriate places.
Select the storage policy to be associated with the Legal Hold from the
Retention Policy drop down box. On selecting the Storage policy, the
Default Retention will be set to the retention time of the selected
storage policy. Note that, if the storage policy has multiple copies with
different retention time, the highest retention time among them will be set
as the Default retention for the Legal Hold.
If you need to extend the retention time for the Legal Hold, select
Extended Retention checkbox and enter the Retention Date. To
provide infinite extended retention time, select Infinite Retention
checkbox.