e-Discovery
Organisations need to know what electronic information they have and be able to produce it when investigators request it for both internal affairs like Human Resources, or external matters such as a dispute with a client or a subject access request (SAR).
The process of identifying content, protecting it from destruction, and producing relevant electronic information has a variety of names: e-discovery, early case assessment, compliance, governance, and litigation preparedness.
PAM for Exchange includes a web interface that allows authorised staff to respond quickly to any investigation request and produce emails on demand - without undue complexity.
Email searches take minutes with Professional Archive Manager for Exchange and documents are found quickly with these important functions:
- Delegate searches: Special users can search the email archive for content ad hoc. Professional Archive Manager for Exchange also offers a single Federated Search that goes beyond email to include files, SharePoint documents, etc. All communications are pre-staged in the archive so they are ready for repeated investigations and queries.
- No IT intervention required: Some IT organizations prefer to separate technical staff from the search process. Professional Archive Manager for Exchange empowers investigators to do their jobs directly through an Outlook folder or via the web. It pre-stages all the archived information so it is ready to be searched online. No backup tapes need to be pulled.
- Focused search: Professional Archive Manager for Exchange allows searches by name, date ranges, and specific words, among other fields. This search usually includes attachments.
- Tagging: Investigators often like to tag and/or add comments on the emails they find. Tags may include terms such as “Relevant,” “Non-Relevant,” and "Unknown.” Metalogix Professional Archive Manager for Exchange lets you select from standard tags and add custom tag names quickly. You can also add comments to a selected item or items such as: “Susan, this email requires your review.”
- Legal Hold: A simple drop-down tab includes the LOCK feature, which secures a set of search results, suspending disposition—or spoliation—on every email in that set (see Updated Rules of Federal Procedure). Professional Archive Manager for Exchange suspends indefinitely those emails in a locked set that would otherwise be eligible for disposition at midnight, while disposing normally of items that are not on legal hold. When UNLOCKED, the emails revert to their original retention and disposition policy. It is common for certain emails to be in multiple LOCKED search results and those emails remain locked until the final lock is released. Professional Archive Manager for Exchange does not create a separate copy of the email when a legal hold is executed. It simply overrides the permissions for that email “in place”. Copies of emails can be exported in PST or native format (see Export) to anyone the investigator wishes.
- Export: Investigators may need to export certain search results outside of the archive. Professional Archive Manager for Exchange provides two formats—PST and Native—for these exports.
