Skip to main content
About legal hold
Updated over a week ago

License editions: To understand the applicable license editions, see Plans & Pricing.

Why Legal Hold?

With Legal Hold, you can preserve user backup data and avoid data deletion. When you keep a user on Legal Hold, the backup data for that user is excluded from compaction. inSync does not delete the data that the user backs up from any user device. Administrators can analyze user data by using eDiscovery tools.

When you put a user on Legal Hold, the user data from endpoints such as laptops and mobile, and from cloud applications is preserved.

The following tables list the audience and impact of Legal Hold.

Audience

Impact

For the organization

  • Administrators cannot delete users who are on Legal Hold.

  • Administrators cannot delete user devices for users that are on Legal Hold.

  • Administrators cannot delete backup data from the user's devices.

  • The storage compaction process excludes the user's data and inSync retains only those deleted snapshots that are a part of the rollback configured window. However, all data (belonging to soft-deleted and hard-deleted snapshots) will be preserved on Webdav.

  • The user can continue to backup and restore data.

For inSync administrators

  • Simplified administration.

  • Easily create and manage Legal Hold policies.

  • Easily capture administrator activities by using Admin audit trail.

  • Easily distinguish users that are on Legal Hold.

  • Can use eDiscovery tools to access stored data.

  • Use Federated Search to search for files and emails.

For legal administrators

  • Separate login to the Legal Administrator portal.

  • Consolidated view of Legal Hold.

  • Easily create and manage Legal Hold policies.

  • Can use eDiscovery tools to access stored data.

  • Use Federated Search to search for files and emails associated with Legal Holds and custodians (users) on Legal Hold.

For users who are on Legal Hold

  • Can continue to backup and restore data. However, backup data is excluded from compaction.

  • Users who are placed on Legal Hold will continue to be on Legal Hold, if the Data Governance license expires. To remove users from Legal Hold after the Data Governance license expires, contact support .

  • Users who are placed on Legal Hold will continue to be on Legal Hold, if they are disabled from the inSync Management Console. To remove the users from Legal Hold after they are disabled from inSync, contact support.

Administrator roles and responsibilities

Category: Legal Hold Management rights

The following table lists the roles and responsibilities of the legal administrator.


❗ Important

Cloud administrator, by default, has access to all the roles and rights.


Activity

Create and manage legal holds only

View legal holds only

Delete legal holds only

View legal hold settings only

Manage legal hold settings only

Add a legal administrator to inSync Master

Create, edit, and delete Legal Hold type

Assign a new type to Legal Hold

Create a Legal Hold policy

Access Legal Hold data using WebDAV

✔ (Selective)

✔(Selective)

✔(Selective)

✔(Selective)

View Legal Hold

✔(Selective)

✔(Selective)

✔(Selective)

✔(Selective)

Manage Legal Hold policy

Manage your Legal administrator account

Assign Legal Hold policies to Legal administrators

Add/Edit custodians to a Legal Hold policy

Delete Legal Hold policies

Use Federated Search


📝 Note

  • While creating a legal administrator with View Legal Hold right or Delete Legal Hold right, the cloud admin has the option of providing access only to selective Legal Hold types. Hence, the access of such legal administrators will be limited to the selective Legal Hold types.

  • If Manage legal hold settings are enabled for a Legal Administrator, View legal hold settings are also enabled by default.


The following table lists the activities that the legal administrator with the eDiscovery Download client rights can perform.

3 new LHM rights.jpg

Category: Legal Hold Management rights

Activity

eDiscovery Download Client rights assigned to the Legal Administrator

eDiscovery Download Clients rights assigned to the Legal Administrator

eDiscovery Download Client rights assigned to the Legal Administrator

Activity

View legal hold clients only

Manage legal hold clients only

Delete legal hold clients only

View the existing clients

Edit the existing clients


📝Note
The View legal hold Clients right is also enabled with this right.


Create eDiscovery Download Client

Edit Default Download Location

Generate New Password


📝Note

The View legal hold clients right is also enabled with this right.


Delete Client

❌​​​​​​


📝Note

The View Legal Hold Clients right is also enabled with this right.


​​​​​The following rights will be enabled by default for the legal administrator under the User Management, Backup and Restore Management, and Data Governance categories. You can update these rights as per your organization's requirements.

Category

Rights

User Management

Download Debug Logs: With this right, you can download debug logs from Legal Hold > Collection Stream tab > Collection Details.

Backup and Restore Management

Download Data: With this right, you can perform the following activities for Legal Hold:

  • Download Data

  • Direct Download CSV

  • Access to WebDav Data Access URL

Data Governance

Access Federated Search

For more information, see Predefined roles and rights.

About the Legal Hold workflow

The following table lists the Legal Hold workflow.

Step

Activity

Description

1

The inSync Cloud administrator can create different roles for legal administrators to restrict their actions and their access to Legal Holds.

2

The inSync Cloud administrator creates a Legal administrator and assigns the desired Legal Hold types.

The Legal administrator receives an email containing login credentials and portal details for the Legal Administrator portal.

3

The inSync Cloud administrator can access Legal Holds from the inSync Management Console. The Legal administrator can access Legal Hold from the Legal Administrator portal.

4

In the Legal Hold policy:

  • Add the users whom you want to put on Legal Hold.

  • Add a type to the Legal Hold policy.

5

inSync supports the following methods:

  • Web Browser (Internet Explorer (IE), Google Chrome, or Mozilla Firefox)

  • A mapped network drive

  • WebDAV client

6

Use our eDiscovery Download Client to seamlessly download custodian data from inSync Cloud.

7

Actions that you can perform on an existing Legal Hold policy:

  • Add users.

  • Remove users.

  • Add or update the Legal Hold type of the policy.

  • Update Legal Hold data access preference.

  • Update Legal Hold policy name.

  • Delete a Legal Hold policy.

8

(Optional)

Actions that you can perform:

  • Update your display name.

  • Reset your password.

For more information about the Legal Hold user interface, see Legal Hold page.


📝 Note

  • Legal administrators can access user data irrespective of the user's privacy settings.

  • If users are not removed from Legal Hold before the expiration of your Data Governance license, those users continue to remain on Legal Hold.


Did this answer your question?