Description

Introduction: In the ever-evolving landscape of data governance and compliance, effective data collection and export processes are critical for organizations to navigate e-discovery challenges successfully. Microsoft Purview e-Discovery offers comprehensive tools that facilitate the identification, collection, and export of data from various sources, ensuring compliance with legal and regulatory requirements. This training course is designed to provide participants with the essential knowledge and hands-on experience needed to proficiently collect and export data within Microsoft Purview e-Discovery. By the end of the course, participants will be equipped to manage data collection processes efficiently and ensure accurate data export for legal and compliance purposes.

Learning Outcomes:

1. Understand the data collection process within Microsoft Purview e-Discovery.
2. Learn to navigate the e-Discovery interface for effective data management.
3. Gain hands-on experience in collecting data from various sources.
4. Master the export process, including best practices for ensuring data integrity.

Prerequisites: 

1. Basic familiarity with Microsoft 365 applications.
2. Understanding of e-discovery concepts and terminology.
3. Prior experience with Microsoft Purview is beneficial but not mandatory.

Table of Contents  

Session 1: Introduction to Microsoft Purview e-Discovery

1. Overview of Microsoft Purview e-Discovery
   1. Introduction to e-discovery and its importance in data governance.
   2. Overview of Microsoft Purview and its role in e-discovery.
2. Understanding the e-Discovery Workflow
   1. Steps involved in the e-discovery process: identification, collection, review, and export.
   2. Key components and features of the Microsoft Purview e-Discovery interface.
3. Regulatory and Compliance Considerations
   1. Overview of compliance requirements related to data collection and e-discovery.
   2. Best practices for maintaining compliance during the e-discovery process.

Session 2: Preparing for Data Collection

1. Identifying Data Sources
   1. Overview of potential data sources for e-discovery (e.g., emails, documents, SharePoint, Teams).
   2. Techniques for identifying relevant data sources for specific cases.
2. Setting Up e-Discovery Cases
   1. Step-by-step process for creating and managing e-discovery cases in Purview.
   2. Hands-on activity: Setting up a sample e-discovery case.
3. Defining Search Criteria
   1. Strategies for defining search criteria based on case requirements.
   2. Hands-on activity: Creating search queries for data collection.

Session 3: Collecting Data in Microsoft Purview

1. Using the Data Collection Feature
   1. Overview of the data collection process in Microsoft Purview.
   2. Step-by-step guide to initiating a data collection request.
2. Hands-On Data Collection Activity
   1. Practical exercise: Collecting data from various sources based on defined criteria.
   2. Tips for monitoring and validating the data collection process.
3. Addressing Common Challenges
   1. Identifying and troubleshooting common issues during data collection.
   2. Best practices for ensuring a smooth data collection process.

Session 4: Exporting Data from Microsoft Purview

1. Understanding the Data Export Process
   1. Overview of the export features in Microsoft Purview e-Discovery.
   2. Different formats and options available for data export.
2. Preparing Data for Export
   1. Steps to prepare collected data for export, ensuring data integrity and compliance.
   2. Hands-on activity: Exporting data from a sample e-discovery case.
3. Export Validation and Review
   1. Techniques for validating exported data to ensure accuracy.
   2. Discussing the importance of documentation and reporting during the export process.

Session 5: Best Practices for Data Collection and Export

1. Developing a Data Collection Strategy
   1. Best practices for creating an effective data collection strategy.
   2. Tips for collaborating with stakeholders during the collection process.
2. Managing Large Datasets
   1. Strategies for efficiently handling large volumes of data during collection and export.
   2. Techniques for optimizing performance and resource usage.
3. Case Studies and Real-World Applications
   1. Analyzing case studies that demonstrate successful data collection and export practices.
   2. Lessons learned from real-world e-discovery scenarios.

Session 6: Ensuring Security and Compliance During Data Handling

1. Understanding Data Security in e-Discovery
   1. Overview of security measures for protecting sensitive data during collection and export.
   2. Compliance considerations for data handling in Microsoft Purview.
2. Implementing Access Controls
   1. Techniques for implementing access controls to safeguard collected data.
   2. Hands-on activity: Setting up permissions and access controls in Purview.
3. Monitoring and Auditing Data Activities
   1. Importance of monitoring data collection and export activities.
   2. Tools and features for auditing actions taken within Microsoft Purview.

Session 7: Conclusion and Future Learning Opportunities

1. Recap of Key Learnings
   1. Reviewing main concepts and skills learned throughout the training.
   2. Sharing participant experiences and insights gained during the course.
2. Resources for Continuous Improvement
   1. Providing resources and materials for further learning and support.
   2. Encouragement to apply learned skills in real-world e-discovery scenarios.
3. Q&A Session
   1. Open forum for questions and clarifications on course content.
   2. Addressing specific concerns or challenges participants may face in their roles.

This training course will empower participants with the knowledge and skills necessary to effectively collect and export data using Microsoft Purview e-Discovery, ensuring compliance and enhancing their overall e-discovery capabilities.