About legal hold




Why legal hold?
With legal hold, you can preserve user backup data and avoid data deletion. When you keep a user on legal hold, the backup data for that user is excluded from compaction. inSync does not delete the data that the user backs up from any user device. Administrators can analyze user data by using eDiscovery tools.
When you put a user on legal hold, the user data from endpoints such as laptops and mobile, and from cloud applications is preserved.
The following tables lists the audience and impact of legal hold.
Audience | Impact |
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For the organization |
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For inSync administrators |
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For legal administrators |
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For users who are on legal hold |
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Administrator roles and responsibilities
The following table lists the roles and responsibilities of the cloud administrator and the legal administrator.
Activity | Cloud administrator | Legal administrator (with only Create and manage legal holds right) | Legal administrator (with only View legal holds right) | Legal administrator (with only Delete legal holds right) |
---|---|---|---|---|
Adding a legal administrator to inSync Master | ||||
Creating a legal hold policy | ||||
Accessing legal hold data using WebDAV |
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View legal hold | ||||
Managing a legal hold policy | ||||
Managing your legal administrator account | ||||
Assign legal hold policies to legal administrators | ||||
Add/Edit custodians to a legal hold policy | ||||
Delete legal hold policies | ||||
Use Federated Search |
Note: While creating a legal administrator with View legal hold right or Delete legal hold right, the cloud admin has the option of providing access only to selective legal holds. Hence, the access of such legal administrators will be limited to the selective legal holds.
About the legal hold workflow
The following table lists the legal hold workflow.
Step | Activity | Description |
---|---|---|
1 | Create roles for a Legal administrator | The inSync Cloud administrator can create different roles for legal administrators to restrict their actions and their access to legal holds. |
2 | Create a Legal administrator |
The inSync Cloud administrator adds a Legal administrator in the inSync Master. The legal administrator receives an email containing login credentials and portal details for the Legal Administrator portal. |
3 | Access legal hold |
The inSync Cloud administrator can access legal hold by using inSync Master Management Console. The Legal administrator can access legal hold by using the Legal Administrator portal. |
4 | Create a legal hold policy |
In the legal hold policy:
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5 | Access legal hold data using WebDAV |
inSync supports the following methods:
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6 | Manage a legal hold policy |
Actions that you can perform on an existing legal hold policy:
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7 (Optional) |
Manage your legal administrator account |
Actions that you can perform:
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For more information about the Legal Hold user interface, see Legal Hold page.
Notes
- Legal administrators can access user data irrespective of the user's privacy settings.
- If users are not removed from legal hold before the expiration of your Governance license, those users continue to remain on legal hold.