Configure eDiscovery in SharePoint Server 2013
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Applies to: SharePoint Server 2013
Summary: Learn the steps to set up and configure eDiscovery in SharePoint Server 2013 and Exchange Server 2013.
This article identifies the steps that are required to configure eDiscovery in SharePoint Server 2013. When you complete the steps that are listed in this article, users will be able to create and work with eDiscovery cases.
Before you configure eDiscovery, you should understand the concepts that are presented in the article Overview of eDiscovery and in-place holds in SharePoint Server 2013. and you should have completed the planning process that is described in the article Plan for eDiscovery in SharePoint Server 2013 .
The tasks that you must perform to configure eDiscovery are the following:
Configure communication between SharePoint Server 2013 and Exchange Server 2013.
Configure Search to crawl all discoverable content.
Create an eDiscovery Center.
The article Plan for eDiscovery in SharePoint Server 2013 recommends that you create a security group to contain all users of the eDiscovery Center. After you create the security group, grant the security group permissions to access all discoverable content.
The article Plan for eDiscovery in SharePoint Server 2013 explains the different ways of granting permissions to discoverable content. You should have chosen to grant permissions at the web application level or at the site collection level.
If you will grant permissions at the web application level, create a user policy that gives the security group full read permissions for each web application that contains discoverable content. For information about how to create a policy for a web application, see Manage permission policies for a web application in SharePoint 2013 .
When you change permissions at the web application level, Search re-crawls all of the content in the web application.
If you will grant permissions at the site collection level, make the security group a site collection administrator for each site collection that contains discoverable content. For information about how to add a site collection administrator, see Add or change a site collection administrator .
A site collection administrator must add the security group as an additional site collection administrator by using the Site Settings menu. You cannot use Central Administration to make a security group a site collection administrator
Ensure that the security group has permissions to access all file shares and other websites that contain discoverable content.
If you will use a SharePoint eDiscovery Center to discover content in Exchange Server, grant the security group permissions to access Exchange Server mailboxes. For information about how to grant permissions in Exchange, see Configure Exchange for SharePoint eDiscovery Center .
Grant the security group permissions to view the crawl log. For information about how to grant permissions to access the crawl log, see Set-SPEnterpriseSearchCrawlLogReadPermission .
An eDiscovery Center is a site collection from which users can create and manage eDiscovery cases. To create an eDiscovery Center, follow the procedure in the article Create a site collection in SharePoint 2013. and choose the eDiscovery Center site collection type from the Enterprise tab. Be aware that an eDiscovery Center must be in a web application that supports claims authentication.