Lab A (Module 13)
Creating Holds

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SharePoint Enterprise Content Management Implementers' Course

Contents

Task 1: Create a New Hold Item in the Hold List

Task 2: Define an eDiscovery Search and Assign the Results to the Hold

Task 3: Manually Add Content to a Hold

Task 4: Review the Content Associated with the Hold

Lab Summary

In this lab you create a hold and associated content for the hold. In this scenario the legal teamdirects you to hold all items containing the clause “Blue Yonder.” You need to create the hold, design an eDiscovery search, and assign the search results to the hold. You also need to manually locate and add content to the hold. At the end of the lab, you process the hold and review a hold report.

Task 1:Create a New Hold Item in the Hold List

In this exercise, you create a SharePoint hold, which is to be used to associate content held for review.

  1. Use Internet Explorer to navigate to the Contoso Intranet located at: .
  2. Open Site Settings by clicking Site Actions | Site Settings.
  3. Click the Hold link located in the Hold and eDiscovery section.
  1. Click the Add new item… link.
  2. Enter the title of Blue Yonder Litigation Case, a description value, and select a manager for the hold.

  1. Click the Save button to save the new hold.

Task 2: Define an eDiscovery Search and Assign the Results to the Hold

In this exercise you define a search to discover content associated with the Blue Yonder litigation case. The results of the eDiscovery search are to be assigned to the Blue Yonder Litigation Case Hold.

  1. Use Internet Explorer to navigate to the Contoso Intranet located at: .
  1. Open Site Settings by clicking Site Actions | Site Settings.
  2. Click the Discover and hold content link located in the Hold and eDiscovery section. This opens the Search and Add to Hold page.
  3. The site collection’s top-level site is pre-populated. Enter the search term Blue Yonder.
  4. Click the Preview Results button and verify that the results contain Blue Yonder.

  1. Close the Preview page.
  2. Scroll to the Relevant Hold section in the Search and Add to Hold page.
  3. Select Contoso: Blue Yonder Litigation Case in the Select the hold to apply drop-down box.
  1. Click the Add Results to hold button to associate the eDiscovery search. The results will not be added to the hold until the
  2. Click the OK button on the Operation Completed Successfully page.
  3. Click the Cancel button to exit the Search and Add to Hold page.

Task 3: Manually Add Content to a Hold

In this exercise you manually locate content and associated content with the Blue Yonder Litigation Case hold.

  1. Open the Contoso M&A site located at:
  1. Locate the Blue Yonder Acquisition link. See Figure 6.
  1. Click the Blue Yonder Acquisition link to open the document set.
  2. Locate the Competitive Analysis document within the document set. Hover your mouse over the document name and select Compliance Details.
  1. Click the Add/Remove from hold link.

  1. Select the Add to a hold option.
  2. Select Contoso: Blue Yonder Litigation Case.

  1. Click the Save button.

Task 4: Review the Content Associated with the Hold

In this exercise you execute a Hold Processing and Reporting timer job and then review the resulting report.

  1. Open the SharePoint 2010 Central Administration website by navigating to Start | All Programs | Microsoft SharePoint 2010 Product | SharePoint 2010 Central Administration.
  1. Click theCheck Job Status link.
  1. Click theJob Definitions link located in the left-hand navigation control.
  1. Using the arrow buttons located at the bottom of the Job Definition page, scroll down until the Hold Processing and Reporting job description for the Intranet is located.
  1. Click the Hold Processing and Reporting link to display the job details.
  2. Click the Run Now button.
  3. Exit Central Administration.
  4. In the Contoso Intranet portal click Site Actions | Site Settings.
  5. Click theHold Reports link.
  1. Locate the Blue Yonder Litigation Case hold report in the list and click the title to open the report.

  1. Review the hold report. Notice there is only one item associated with the hold. Until the hold is processed at night the results from the eDiscovery search are not included in the hold. After the eDiscovery search is processed the hold includes the eDiscovery results.

Lab Summary

In this lab you created a new hold using the holds list. You then configured an eDiscovery search and associated results to the hold. In this step you configured the search and preview results. You also manually located content and added it to the hold. Finally, you reviewed the hold report.

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