2024 was my year to attend the great sessions. That was the idea when I got a late start booking briefings and interviews. A last-minute wave of requests derailed most of my session plans, but I wanted to share my summaries and highlights from the few I attended. Did I miss some good ones? Yes, I did. So write up your own highlights to [...]
128 new updates were launched or rolling out in September! View my take on those with potential eDiscovery Impact and my comments at my Roadmap table. Per last month’s comments, the new Purview Portal Hub UI is the big news. I call EVERYONE’s attention to 415454 (second one below) that the Classic Purview portal will be retired END OF THE YEAR. The new [...]
327 Updates - 202 in development - 34 rolling out - 83 launched The new Purview eDiscovery portal has rolled out to some tenants in preview mode. The Purview PM team briefed me on it back at LegalWeek and it finally arrived at my test tenant this week. They have definitely gone for a simplified workflow and ‘eliminated’ the Collection searches. Unfortunately, legal holds [...]
With more than 1 million organizations and 320 million monthly users, Teams chats, sites and channels are key eDiscovery targets for legal holds and collections. Despite extensive public documentation, blogs and articles it can be challenging to understand the different types of Teams channels, what they can store and where the ESI is routed. The new Guide Guide on Teams as a source is [...]
I received the following question through the new Geek Guides on how to export Purview Legal Hold reports and wrote up a fast overview of the new Legal Hold report in Purview eDiscovery (Premium) as well as a PowerShell script to pull the information. I have a big Purview eDiscovery legal hold validation project on my calendar, so expect that this Geek Guide page [...]
While elbow deep drafting eDiscovery search guidelines and documentation for a client it occurred to me that someone had to have created a visual depicting the different aspects/elements that comprise enterprise search criteria. I tried Google/Bing/ChatGPT/etc. without luck. Even shot off a hail mary to my retrieval/AI mentor without luck. So I made the fast Venn diagram below (Enterprise Search guide page). Over the [...]
A global corporate compliance officer recently told me, “They do all the bad things on their phones.” While remote mobile device collection products entered the market a few years ago, initial utilization and case studies seem to have been dominated by big, complex ‘bet the company’ matters. This kind of long-term strategic integration partnership better supports corporate legal-compliance workflows where automation, dashboards and [...]
“What do you recommend to enterprise legal teams wanting to use Purview?” That was my favorite question from yesterday’s eDiscovery Channel chat with Tom O’Connor and Doug Austin. We also delved into how Microsoft is redefining ‘documents’ and ‘custodianship’ in a collaborative architecture. I thought it worth while to formalize my general approach for incorporating Purview eDiscovery in your eDiscovery-Compliance lifecycle. Getting Started [...]
Did you know that there are at least 12 types of M365 mailbox ‘owners’ that may be relevant to your holds and collections? The new Mailboxes source page in my evergreen Geek Guides condenses and reframes Microsoft’s exhaustive administrator documentation for discovery practitioners. It explains each different mailbox creator and gives the types of mailbox items that are stored in them. Comment or email [...]
Users will now see preview images of Teams chat attachments without having to open them. I see the productivity and even security advantages of reducing file access, downloads, etc. The preview functionality does not work for files marked Confidential or that a user does not have access to. It does raise questions that I was not able to find answers for. Image from [...]