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About legal hold

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License editions: To understand the applicable license editions, see Plans & Pricing.

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

Category: Legal Hold Management rights

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

Cloud administrator, by default,  has access to all the roles and rights.

Activity Rights assigned to Legal administrator
Create and manage legal holds only View legal holds only Delete legal holds only View legal hold settings only Manage legal hold settings only
Add a legal administrator to inSync Master no.png no.png no.png no.png no.png
Create, edit, and delete Legal Hold type no.png no.png no.png no.png yes.png
Assign a new type to Legal Hold yes.png yes.png yes.png yes.png yes.png
Create a Legal Hold policy yes.png no.png no.png no.png no.png
Access Legal Hold data using WebDAV yes.png yes.png (Selective) yes.png(Selective) yes.png(Selective) yes.png(Selective)
View Legal Hold yes.png yes.png(Selective) yes.png(Selective) yes.png(Selective) yes.png(Selective)
Manage Legal Hold policy yes.png no.png no.png no.png no.png
Manage your Legal administrator account yes.png yes.png yes.png yes.png yes.png
Assign Legal Hold policies to Legal administrators no.png no.png no.png no.png no.png
Add/Edit custodians to a Legal Hold policy yes.png no.png no.png no.png no.png
Delete Legal Hold policies no.png no.png yes.png no.png no.png
Use Federated Search yes.png 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.
  • If  Manage legal hold  settings is enabled  for a Legal administrator, View legal hold settings is also enabled by default.

The following table lists the activities that the legal administrator with the eDiscovery Download client rights can perform.

3 new LHM rights.jpg

Category: Legal Hold Management rights

Activity eDiscovery Download Clients rights assigned to the Legal Administrator
View legal hold clients only Manage legal hold clients only Delete legal hold clients only
View the existing clients yes.png yes.png yes.png
Edit the existing clients no.png

yes.png

Note: The View legal hold clients right is also enabled  with this right.

 no.png

Create eDiscovery Download Client

 no.png yes.png no.png
Edit Default Download Location no.png yes.png no.png
Generate New Password no.png

yes.png

Note: The View legal hold clients right is also enabled with this right.

 no.png
Delete Client no.png​​​​​​ no.png

yes.png

Note: The View legal hold clients right is also enabled with this right.

​​​​​The following rights will be enabled by default for the legal administrator under the User Management, Backup and Restore Management, and Data Governance category. You can update these rights as per your organization's requirements.

Category Rights
User Management Download Debug Logs: With this right, you can download debug logs from Legal Hold > Collection Stream tab > Collection Details.
Backup and Restore Management

Download Data: With this right, you can perform the following activities for Legal Hold:

  • Download Data
  • Direct Download CSV
  • Access to WebDav Data Access URL

 
Data Governance Access Federated Search

For more information, see Predefined roles and rights. 

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.