Description

Introduction of Microsoft Purview eDiscovery Essentials

As organizations increasingly navigate complex regulatory environments, understanding the tools available for e-discovery has become essential. Microsoft Purview is a comprehensive solution that integrates compliance, security, and data governance capabilities within Microsoft 365. This training course aims to provide participants with a foundational understanding of Microsoft Purview and its e-discovery features. Attendees will explore the platform’s capabilities for data collection, management, and analysis in support of legal and compliance processes. By the end of this course, participants will be equipped to effectively use Microsoft Purview for their e-discovery needs.

Learning Outcomes of Microsoft Purview eDiscovery Essentials

1. Understand the core components and functionalities of Microsoft Purview.
2. Gain insights into the e-discovery capabilities of Microsoft Purview.
3. Develop skills for effectively managing data within the Purview environment.
4. Learn best practices for leveraging Microsoft Purview in legal and compliance scenarios

Prerequisites: 

1. Basic knowledge of e-discovery concepts and terminology.
2. Familiarity with Microsoft 365 and its applications.
3. Recommended: Experience with data governance and compliance tools.

Table of Contents

1: Introduction to Microsoft Purview
1.1 Overview of Microsoft Purview
1.1.1 Understanding the purpose and benefits of Microsoft Purview.
1.1.2 Overview of the Microsoft Purview ecosystem.
1.2 Navigating the Microsoft Purview Interface
1.2.1 Familiarization with the user interface and key features.
1.2.2 Hands-on activity: Exploring the Purview dashboard.
1.3 Role of Microsoft Purview in eDiscovery
1.3.1 Understanding the significance of e-discovery in modern compliance.
1.3.2 Overview of Microsoft Purview’s role in e-discovery processes.

2: Core Features of Microsoft Purview
2.1 Data Classification and Labeling
2.1.1 Overview of data classification and its importance in e-discovery.
2.1.2 Techniques for applying sensitivity labels to data.
2.2 Data Governance and Compliance
2.2.1 Understanding the governance framework within Microsoft Purview.
2.2.2 Best practices for ensuring compliance with regulations.
2.3 Data Loss Prevention (DLP) Policies
2.3.1 Overview of DLP policies and their role in protecting sensitive information.
2.3.2 Hands-on activity: Configuring DLP policies in Purview.

3: e-Discovery Capabilities in Microsoft Purview
3.1 Introduction to e-Discovery in Purview
3.1.1 Overview of e-discovery workflows in Microsoft Purview.
3.1.2 Key concepts: holds, searches, and exports.
3.2 Creating and Managing Holds
3.2.1 Techniques for placing holds on content in Microsoft Purview.
3.2.2 Hands-on activity: Creating a legal hold.
3.3 Conducting e-Discovery Searches
3.3.1 Understanding search parameters and filters in Purview.
3.3.2 Best practices for executing effective e-discovery searches.

4: Analyzing e-Discovery Data
4.1 Reviewing e-Discovery Results
4.1.1 Overview of the review process for e-discovery data.
4.1.2 Techniques for analyzing search results and documents.
4.2 Exporting e-Discovery Data
4.2.1 Understanding the export process in Microsoft Purview.
4.2.2 Hands-on activity: Exporting data for review or legal purposes.
4.3 Reporting and Documentation
4.3.1 Techniques for generating reports on e-discovery activities.
4.3.2 Best practices for documenting findings and actions taken.

5: Advanced Features and Best Practices
5.1 Integrating Microsoft Purview with Other Tools
5.1.1 Overview of integrations with other Microsoft 365 applications.
5.1.2 Best practices for leveraging these integrations for e-discovery.
5.2 Implementing Compliance Solutions
5.2.1 Understanding the compliance solutions available in Microsoft Purview.
5.2.2 Techniques for implementing compliance measures effectively.
5.3 Establishing Governance Policies
5.3.1 Overview of governance policies for data management.
5.3.2 Developing a governance framework tailored to organizational needs.

6: Practical Applications and Case Studies
6.1 Real-World Scenarios
6.1.1 Analyzing case studies of successful e-discovery implementations.
6.1.2 Lessons learned from real-world applications of Microsoft Purview.
6.2 Hands-on Practice: Simulating e-Discovery Workflows
6.2.1 Engaging in practical exercises to apply learned concepts.
6.2.2 Group activity: Collaborating on a mock e-discovery case.
6.3 Q&A Session and Discussion
6.3.1 Open forum for questions and clarifications.
6.3.2 Sharing experiences and best practices among participants.

7: Preparing for Future Developments
7.1 Staying Informed on Updates and Enhancements
7.1.1 Overview of resources for keeping up with Microsoft Purview developments.
7.1.2 Best practices for adapting to changes in e-discovery technology.
7.2 Building a Continuous Learning Plan
7.2.1 Developing a personal plan for ongoing education and skill development.
7.2.2 Resources for further learning and professional growth.(Ref: Relativity Certifications: Preparing for the RCA Exam)
7.3 Networking and Professional Communities
7.3.1 Importance of connecting with professionals in the e-discovery field.
7.3.2 Exploring opportunities for networking and collaboration.

8: Conclusion and Next Steps of Microsoft Purview eDiscovery Essentials
8.1 Recap of Key Takeaways
8.1.1 Reviewing the main points covered throughout the course.
8.1.2 Discussion of participant experiences and insights.
8.2 Final Preparation Checklist
8.2.1 Creating a checklist for implementing learned concepts in the workplace.
8.2.2 Resources for ongoing support and learning.
8.3 Encouragement and Motivation
8.3.1 Sharing motivational insights and success stories from e-discovery professionals.
8.3.2 Encouraging participants to leverage their new skills in real-world scenarios.

This training course is designed to provide participants with a comprehensive understanding of Microsoft Purview e-Discovery Essentials functionalities, equipping them to navigate the complexities of compliance and data governance in their organizations effectively.

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