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Druva Documentation

Create a legal hold policy

inSync Cloud Editions: File:/tick.png Elite Plus File:/tick.png Elite File:/cross.png Enterprise File:/cross.png Business

Overview

inSync cloud administrators and legal administrators can create a legal hold policy to 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 then analyze the user data by using eDiscovery tools.

When you create a legal hold policy, inSync provides the following capabilities:

  • Preserve the user data from endpoints such as laptops, mobiles, and from cloud applications.
  • Access newly-created files, modified files, and deleted files between a specific date range for the users who are on legal hold.

    This capability will help customers reduce the amount of data that is ingested in an eDiscovery tool for processing and reviewing. This enhancement will also help those customers who continue to ship hard disk drives to external vendors or counsel for processing and reviewing.

  • Add multiple custodians to a legal hold policy by importing a CSV file. 

    inSync validates and add all the custodians with valid user accounts in inSync to the legal hold policy. Administrators can import up to hundreds of custodians through a CSV file.

Note: Only legal administrators who have Create and manage legal holds right can create a legal hold policy.

Procedure

To create a legal hold policy

  1. Access legal hold. See Access legal hold.
  2. Click Create Legal Hold. The Create Legal Hold window appears.

  3. In the Legal Hold Summary page, provide the appropriate information for each field.
    Option Description
    Legal Hold Name Enter the name for the legal hold policy in this box.
    Add users to legal hold

    Specify the method of adding users to the legal hold policy in this list.

    Enter email ids

    To add users to the legal hold policy by entering their email IDs, perform the following steps:

    1. From the Add users to legal hold list, select the Enter email ids option.
    2. In the next field, enter the email IDs of the users that you want to add to the legal hold policy. You can also select the user from the auto-populated list of users.

    Import CSV file

    To add users to the legal hold policy by importing a CSV file, perform the following steps:

    1. From the Add users to legal hold list, select the Import CSV file option.
    2. If you have a CSV file, in the next field, browse and select the CSV file that contains the email IDs of those users whom you want to include in the legal hold policy. 
    3. If you do not have a CSV file, perform the following steps:
      1. Click Download Sample CSV file. A sample CSV file is downloaded to the default download location of your web browser.
      2. Add the email IDs of those users whom you want to add to the legal hold policy and save the changes.
      3. Browse and select the CSV file for upload.

  4. Click Next.
  5. In the Validate & Add users page, inSync validates the email addresses and lists the users who will be placed on legal hold. Verify the list, and then click Next

  6. In the Data Access Using WebDav page, in the What data do you want to access using WebDAV list, select any of the following legal hold data that you want to access:
    Option Description
    All Backup Data

    Select this option if you want to access the data of all the snapshots for all user devices.

    Last Backup Data

    Select this option if you want to access the data of the latest snapshots for all user devices.

    Data within a Date Range

    Select this option if you want to access the backup data from a specific date range.

    To access newly-created files, modified files, and deleted files between a specific date range for the users who are on legal hold:

    1. From the What data do you want to access using WebDAV list, select the Data within a Date Range option.
    2. From the Select Date Range fields, select the start date and the end date for accessing the legal hold data.
    3. To access the files that were created, modified, or deleted on the endpoint from the backup data in the in the selected date range, clear the Include Deleted Files Only check box. 
    4. To access the files that were deleted from the endpoint or Cloud app from the backup data in the selected date range, select the Include Deleted Files Only check box. 

  7. Click Finish.

inSync creates the legal policy and displays the legal policy under the Legal Hold tab.