A Quick Overview of Integration of Exchange E-discovery with Sharepoint

In this article we explain the benefits of the integration between MS Exchange and SharePoint, how it will enable the user to search and preserve content, manage cases, and export discovery data.

In the 2016 edition of Exchange Server, the users are provided with support to integrate with SharePoint Server. This integration will enable the Discovery Manager to make use of the e-Discovery center in SharePoint for the following purposes:

Searching and Preserving Content from Similar Location

When a Discovery Manager is authorized, it can be used for searching and preserving information throughout Exchange server and SharePoint server. This will also include Lync content, derived from messaging conversations and archived documents of shared meetings.

Case Management

eDiscovery Center makes use of a case management approach to eDiscovery, this allows the user to create cases and preserve content in different repositories, for different cases.

Export Search Results

Discovery Manager can be used for exporting search results through eDiscovery Center.

In-case of on-premises deployments, you will have to establish trust between Exchange and SharePoint, before you can make use of eDiscovery Center in SharePoint, for searching Exchange mailboxes. You can make use of OAuth Authentication, for establishing this trust. Exchange uses RBAC to authorize the searches performed by SharePoint using the eDiscovery. For performing an e-Discovery search on an Exchange mailbox, the SharePoint user will need delegated Discovery Management Permissions in the MS Exchange Server.

Important tips for integrating Exchange and SharePoint

1. Estimated time needed would be 30 minutes.
2. Specific permissions would be needed to perform the integration.
3. Configure the SharePoint site, to make use of Secure Socket Layer (SSL)
4. All servers running SharePoint, should have Exchange Web Services Managed API installed.
5. Exchange and SharePoint can be installed in different domains, without having a relationship between these domains. The applications will make use of OAuth 2.0 protocol.

After you have taken care of the above points, you can move towards the process of integration in SharePoint and Exchange. While you engage in the integration process, you should also keep an ost 2 pst conversion tool handy so that you can export specific data for further study.

Steps for integrating MS Exchange and SharePoint

1. The server to server authentication needs to be configured for Exchange, on server running SharePoint server.
2. You will now have to configure server to server authentication for the SharePoint server, on server, running Exchange Server.
3. Authorized users should be added to Discovery Management Role group.

With the coming of support for integration of SharePoint in MS Exchange, and using e-Discovery for searching across mailboxes has made preserving, managing, and exporting content a lot easier. With the integration , Exchange can not only get linked with SharePoint, but also with other related applications like the Lync content. This is referred to as content form the partner application. To be able to allow all partner applications, access to each other’s resources, server to server authentication will have to be configured.

Author Introduction:

Van Sutton is a data recovery expert in DataNumen, Inc., which is the world leader in data recovery technologies, including repair Outlook pst mail and bkf recovery software products. For more information visit www.datanumen.com