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About legal hold

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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
For the organization
  • Administrators cannot delete users that are on Legal Hold.
  • Administrators cannot delete user devices for users that are on Legal Hold.
  • Administrators cannot delete back up data from the user's devices.
  • The storage compaction process excludes the user's data and inSync retains all snapshots.
  • The user can continue to backup and restore data.
For inSync administrators
  • Simplified administration.
  • Easily create and manage Legal Hold policies.
  • Easily capture administrator activities by using Admin audit trail.
  • Easily distinguish users that are on Legal Hold. 
  • Can use eDiscovery tools to access stored data.
  • Use Federated Search to search for files and emails.
For legal administrators    
  • Separate login to the Legal Administrator portal.
  • Consolidated view of Legal Hold.
  • Easily create and manage Legal Hold policies.
  • Can use eDiscovery tools to access stored data.
  • Use Federated Search to search for files and emails associated with Legal Holds and custodians (users) on Legal Hold.
For users who are on Legal Hold
  • Can continue to backup and restore data. However, backup data is excluded from compaction.
  • Users who are placed on Legal Hold will continue to be on Legal Hold, if the Data Governance license expires. To remove users from Legal Hold after the Data Governance license expires, contact Druva Support. 
  • Users who are placed on Legal Hold will continue to be on Legal Hold, if they are disabled from the inSync Management Console. To remove the users from Legal Hold after they are disabled from inSync, contact Druva Support. 

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 yes.png no.png no.png no.png
Creating a new Legal Hold type yes.png no.png no.png no.png
Assigning a new type to a Legal Hold yes.png yes.png yes.png yes.png
Creating a Legal Hold policy yes.png yes.png  no.png no.png
Accessing Legal Hold data using WebDAV  yes.png yes.png

yes.png (Selective)

yes.png (Selective)
View Legal Hold yes.png yes.png yes.png (Selective) yes.png (Selective)
Managing a Legal Hold policy yes.png yes.png no.png no.png
Managing your legal administrator account yes.png yes.png yes.png yes.png
Assign Legal Hold policies to legal administrators yes.png no.png  no.png no.png
Add/Edit custodians to a Legal Hold policy yes.png yes.png no.png no.png
Delete Legal Hold policies yes.png no.png no.png yes.png
Use Federated Search yes.png yes.png yes.png yes.png

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 Hold types. Hence, the access of such legal administrators will be limited to the selective Legal Hold types.

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 creates a Legal administrator and assigns the desired Legal Hold types. 

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 Holds from the inSync Management Console. The Legal administrator can access Legal Hold from the Legal Administrator portal.
4 Create a Legal Hold policy

In the Legal Hold policy:

  • Add the users whom you want to put on Legal Hold.
  • Add a type to the Legal Hold policy.
5 Access Legal Hold data using WebDAV

inSync supports the following methods:

  • Web Browser (Internet Explorer (IE), Google Chrome, or Mozilla Firefox)
  • A mapped network drive
  • WebDAV client
6 Download Legal Hold data using eDiscovery Download Client Use our eDiscovery Download Client to seamlessly download custodian data from inSync Cloud.
7 Manage a Legal Hold policy

Actions that you can perform on an existing Legal Hold policy:

  • Add users.
  • Remove users.
  • Add or update the Legal Hold type of the policy. 
  • Update Legal Hold data access preference.
  • Update Legal Hold policy name.
  • Delete a Legal Hold policy.

8

(Optional)

 Manage your legal administrator account

Actions that you can perform:

  • Update your display name.
  • Reset your password.

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 Data Governance license, those users continue to remain on Legal Hold.