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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 backup up from any user device. Administrators can analyze the user data by using eDiscovery tools.

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.
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.

Administrator roles and responsibilities

The following table lists the roles and responsibilities of the server administrator and the legal administrator.

Activity Server administrator Legal administrator
Add a legal administrator to inSync Master yes.png no.png
Create a legal hold policy yes.png yes.png
Access legal hold data using WebDAV     yes.png yes.png
Manage a legal hold policy yes.png yes.png
Manage your legal administrator account yes.png yes.png

About the legal hold workflow

The following table lists the legal hold workflow.

Step Activity Description
1 Create a Legal administrator

The inSync Server 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.
2 Access legal hold

The inSync Server administrator can access legal hold by using inSync Master Management Console. The Legal administrator can access legal hold by using the Legal Administrator portal.
3 Create a legal hold policy

In the legal hold policy:

  • Add the users whom you want to put on legal hold.
  • Specify the legal hold data that a legal administrator can access.
4 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
5 Manage a legal hold policy

Actions that you can perform on an existing legal hold policy:

  • Add users.
  • Remove users.
  • Update legal hold data access preference.
  • Update legal hold policy name.
  • Delete a legal hold policy.
6 (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 Governance 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.
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