Description

Introduction: As organizations increasingly manage sensitive data, ensuring robust security and compliance within e-discovery processes is paramount. This training course focuses on using Microsoft Purview’s e-Discovery capabilities to enforce security protocols and ensure compliance with regulatory requirements. Participants will learn about the key security features of Microsoft Purview, how to implement data protection measures, and best practices for maintaining compliance in e-discovery workflows.

Learning Outcomes:

1. Understand the importance of security and compliance in e-discovery.
2. Learn to configure security settings in Microsoft Purview for e-discovery.
3. Gain knowledge of compliance regulations relevant to e-discovery.
4. Implement security measures to protect sensitive data.
5. Develop strategies for maintaining compliance throughout e-discovery processes.

Prerequisites:

1. Basic understanding of e-discovery processes and terminology.
2. Familiarity with Microsoft Purview e-Discovery.
3. Knowledge of basic data protection principles is beneficial but not required.

Table of Contents  

Session 1: Overview of Security and Compliance in e-Discovery

1. Introduction to Security and Compliance in e-Discovery
   1. Importance of security and compliance in modern e-discovery.
   2. Overview of common risks and challenges.
2. Key Security Features of Microsoft Purview
   1. Introduction to Microsoft Purview’s security features relevant to e-discovery.
   2. Overview of compliance tools available in Purview.
3. Hands-On Activity: Exploring Purview’s Security Features
   1. Participants navigate Purview’s interface to explore key security settings.

Session 2: Implementing Security Policies in Microsoft Purview

1. Configuring Role-Based Access Control (RBAC)
   1. Understanding Role-Based Access Control in Purview.
   2. Step-by-step guide to configuring roles and permissions for e-discovery.
2. Securing Data with Encryption and Audit Logs
   1. How encryption is applied to e-discovery data in Purview.
   2. Utilizing audit logs to monitor access and actions.
3. Hands-On Activity: Configuring Access Control and Encryption
   1. Participants configure RBAC and encryption settings for sample cases.

Session 3: Compliance Requirements for e-Discovery

1. Overview of Regulatory Requirements
   1. Key compliance regulations (GDPR, HIPAA, etc.) and their relevance to e-discovery.
   2. Understanding how e-discovery must align with these regulations.
2. Compliance Reporting in Microsoft Purview
   1. Generating compliance-specific reports in Purview.
   2. Best practices for aligning with legal requirements.
3. Hands-On Activity: Generating Compliance Reports
   1. Participants create reports aligned with specific compliance regulations.

Session 4: Managing Sensitive Data in e-Discovery

1. Identifying and Protecting Sensitive Data
   1. Methods for identifying sensitive data in e-discovery (PII, PHI, etc.).
   2. How to implement safeguards to protect sensitive data in Purview.
2. Data Masking and Redaction Features
   1. Utilizing data masking and redaction tools to protect sensitive information.
   2. Best practices for handling privileged information during e-discovery.
3. Hands-On Activity: Data Redaction and Masking
   1. Participants apply data masking and redaction techniques on sample documents.

Session 5: Legal Holds and Data Preservation

1. Understanding Legal Hold and its Importance in Compliance
   1. What is legal hold, and why it is critical for compliance?
   2. How to implement and manage legal holds in Microsoft Purview.
2. Configuring Legal Hold Policies in Purview
   1. Step-by-step process to configure legal holds for compliance purposes.
   2. Managing legal hold notices and tracking compliance.
3. Hands-On Activity: Setting Up Legal Holds
   1. Participants configure legal holds on sample cases to ensure data preservation.

Session 6: Continuous Monitoring and Auditing in e-Discovery

1. Monitoring e-Discovery Processes for Compliance
   1. Techniques for monitoring e-discovery workflows to ensure ongoing compliance.
   2. Using audit logs to detect potential security breaches.
2. Setting Up Alerts and Notifications
   1. How to set up security and compliance alerts in Microsoft Purview.
   2. Best practices for proactive compliance monitoring.
3. Hands-On Activity: Configuring Monitoring and Alerts
   1. Participants set up monitoring systems and alerts for specific compliance rules.

Session 7: Incident Response and Mitigation in e-Discovery

1. Responding to Security Incidents
   1. Developing a response plan for security breaches in e-discovery.
   2. Steps to mitigate risks and ensure data integrity.
2. Using Microsoft Purview for Incident Response
   1. Tools in Purview for investigating and responding to incidents.
   2. Reporting incidents and maintaining documentation.
3. Hands-On Activity: Simulating a Security Incident Response
   1. Participants simulate responding to a security breach in an e-discovery case.

Session 8: Best Practices for Security and Compliance in e-Discovery

1. Developing a Compliance and Security Strategy
   1. Key strategies for maintaining long-term compliance and data security.
   2. Involving stakeholders and legal teams in e-discovery security efforts.
2. Review of Common Pitfalls and How to Avoid Them
   1. Common security and compliance issues in e-discovery.
   2. Best practices to avoid non-compliance and security breaches.
3. Hands-On Activity: Creating a Security and Compliance Plan
   1. Participants draft a security and compliance plan for their organization’s e-discovery processes.

Session 9: Final Review and Q&A

1. Recap of Key Learning Points
   1. Review of the most critical aspects of security and compliance in Purview e-discovery.
   2. Highlighting key tools and techniques learned during the training.
2. Next Steps for Implementing Security and Compliance
   1. Guidance on how to apply learned techniques in real-world scenarios.
   2. Resources for further reading and continuous learning.
3. Open Q&A Session
   1. Addressing specific questions and challenges faced by participants in their roles.

By the end of this training, participants will have a comprehensive understanding of how to use Microsoft Purview to secure sensitive data, ensure compliance with legal and regulatory requirements, and manage security risks in e-discovery workflows.