Description

Introduction: In today’s data-driven landscape, organizations face the critical challenge of managing legal holds and data preservation to comply with regulatory requirements and mitigate risks. Microsoft Purview offers powerful tools that facilitate the implementation of legal holds and ensure the preservation of relevant data across various sources. This training course is designed to equip participants with the essential skills and knowledge to leverage Microsoft Purview effectively for managing legal holds and data preservation processes. By the end of the course, participants will have a comprehensive understanding of how to establish and manage legal holds, ensuring data is preserved in compliance with legal and regulatory standards.

Learning Outcomes:

1. Understand the concepts of legal hold and data preservation within Microsoft Purview.
2. Learn how to create and manage legal holds for various data sources.
3. Gain hands-on experience in configuring data preservation settings.
4. Familiarize with compliance requirements and best practices for managing legal holds.

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 Legal Holds and Data Preservation

1. Overview of Legal Holds
   1. Definition and purpose of legal holds in the context of e-discovery.
   2. Importance of data preservation for compliance and litigation readiness.
2. Understanding Microsoft Purview
   1. Introduction to Microsoft Purview and its role in managing legal holds.
   2. Overview of key features relevant to legal holds and data preservation.
3. Legal and Regulatory Considerations
   1. Overview of laws and regulations governing data preservation and legal holds.
   2. Best practices for ensuring compliance during the legal hold process.

Session 2: Setting Up Legal Holds in Microsoft Purview

1. Creating a Legal Hold
   1. Step-by-step process for creating a legal hold in Microsoft Purview.
   2. Hands-on activity: Setting up a sample legal hold.
2. Defining Hold Parameters
   1. Understanding the parameters and conditions for effective legal holds.
   2. Strategies for identifying custodians and relevant data sources.
3. Notifications and Communications
   1. Techniques for notifying stakeholders and custodians of legal holds.
   2. Best practices for documenting communication related to legal holds.

Session 3: Managing Legal Holds

1. Monitoring and Managing Holds
   1. Tools for monitoring the status and effectiveness of legal holds.
   2. Strategies for managing multiple legal holds within Microsoft Purview.
2. Updating and Modifying Holds
   1. Process for updating existing legal holds based on changing requirements.
   2. Hands-on activity: Modifying hold parameters in a sample case.
3. Releasing Legal Holds
   1. Steps to release legal holds when no longer needed.
   2. Ensuring proper documentation and communication upon release.

Session 4: Data Preservation Techniques in Microsoft Purview

1. Understanding Data Preservation Settings
   1. Overview of data preservation options available in Microsoft Purview.
   2. Best practices for configuring data preservation settings.
2. Preservation of Data Sources
   1. Techniques for preserving data from various sources (e.g., emails, Teams, SharePoint).
   2. Hands-on activity: Configuring preservation settings for a sample data source.
3. Ensuring Data Integrity
   1. Strategies for maintaining data integrity during preservation processes.
   2. Importance of auditing and monitoring preserved data.

Session 5: Compliance and Reporting

1. Compliance Requirements for Legal Holds
   1. Overview of compliance standards related to legal holds and data preservation.
   2. Discussing the implications of non-compliance and legal risks.
2. Generating Reports
   1. Techniques for generating reports on legal hold statuses and data preservation efforts.
   2. Hands-on activity: Creating a compliance report in Microsoft Purview.
3. Documentation Best Practices
   1. Importance of maintaining comprehensive documentation for legal holds.
   2. Best practices for recording actions taken during the legal hold process.

Session 6: Case Studies and Real-World Applications

1. Analyzing Real-World Scenarios
   1. Reviewing case studies that highlight successful legal hold implementations.
   2. Discussing lessons learned from real-world legal hold challenges.
2. Collaborating with Legal and Compliance Teams
   1. Techniques for effective collaboration with legal and compliance stakeholders.
   2. Importance of communication and coordination during legal holds.
3. Future Trends in Legal Hold and Data Preservation
   1. Exploring emerging trends and technologies in legal hold management.
   2. Discussing the future of data preservation in a digital landscape.

Session 7: Conclusion and Q&A

1. Recap of Key Learnings
   1. Reviewing the 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 legal hold scenarios.
3. Open Q&A Session
   1. Addressing questions and clarifications on course content.
   2. Discussing specific concerns or challenges participants may face in their roles.

This training course will empower participants with the knowledge and skills necessary to effectively leverage Microsoft Purview for managing legal holds and data preservation, ensuring compliance and enhancing their overall e-discovery capabilities.