Chapter 16
Using Hold and Discovery
Using the Hold and Discovery (technically known as eDiscovery in the SharePoint world) allows you to find documents you don't want deleted and setting “holds” on them to ensure they won't be. A hold overrides every attempt to delete a record by any user no matter what his administrative rights.
Unlike other content management features such as retention policies and record declaration, holds and discovery are usually going to be used on an ad hoc basis rather than as part of an ongoing content management strategy. You use it when you get sued. Well, at least that's the most likely motivation. Discovery is a legal term meaning that a side in a legal action gets a chance to review the evidence that the other side will be using against it in court. For corporations, that translates into orders not to delete any information that might be relevant to the case, and “Oops, I didn't know those files were in that folder when I deleted it” doesn't really cut it in court.
There are other scenarios in which it is useful to find a group of related items and make sure they don't get deleted, but legal reasons are the most common.
Discovery: Find It
In the Try It section we will discuss in detail how to activate features and work through all the settings and options. In this section we will discuss the options available for searching records and finding them. The discovery functionality uses SharePoint search-and-query syntax (rules for writing commands to ...
