Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of
-
Upload
symantec -
Category
Technology
-
view
862 -
download
4
description
Transcript of Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of
![Page 1: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/1.jpg)
1
Cut The Clutter:What You Have, What You Need,and What You Can Safely Get Rid of
Symantec Vision 2013 Cut The Clutter
![Page 2: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/2.jpg)
Speakers
Symantec Vision 2013 Cut The Clutter 2
David ScottGroup Product ManagerSymantec Corp.
Philip FavroDiscovery CounselSymantec Corp.
![Page 3: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/3.jpg)
3
Agenda
Symantec Vision 2013 Cut The Clutter
The Challenges of Cutting the Clutter
Judicial Approval of Defensible Deletion
Problematic Retention Regulations
Best Practices for Cutting the Clutter
Key Takeaways
Resources & Reference Material
1
2
3
4
5
6
![Page 4: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/4.jpg)
4
#SYMCHangoutSymantec Vision 2013
![Page 5: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/5.jpg)
The Challenges of Cutting the Clutter
5Symantec Vision 2013 Cut The Clutter
![Page 6: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/6.jpg)
6
Proliferation of Electronic Data
Symantec Vision 2013 Cut The Clutter
In 2008, the average end-user may have owned 100 gigs of information. Just four years later, that number is now
closer to 1,000.
New Utah Rule 26: A Blueprint for Proportionalityunder the Federal Rules of Civil ProcedureTHE MICHIGAN STATE LAW REVIEW (2013)
![Page 7: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/7.jpg)
7
High Costs of Legal Review
The total costs per gigabyte reviewed were generally around $18,000.
—Rand Survey
Review comprises 73% of eDiscovery CostsProcessing/Collection represent 27% of eDiscovery Costs.
Symantec Vision 2013 Cut The Clutter
![Page 8: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/8.jpg)
Defensible deletion is a comprehensive approach that companies implement to reduce the storage costs and legal risks associated with the retention of ESI.
eDiscovery 2.0 BlogDefensible Deletion: The Cornerstone of Intelligent Information Governance
What is Defensible Deletion?
7Symantec Vision 2013 Cut The Clutter
![Page 9: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/9.jpg)
Companies May Want Defensible Deletion . . .
Symantec Vision 2013 Cut The Clutter
9
96% agree “Defensible Deletion is Absolutely Necessary” to Reducing the Costs and Risks of ESI
—eDiscovery Group Survey (2012)
![Page 10: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/10.jpg)
. . . But Few Are Doing Much About It
10
—Archiving Customer Survey (2012)
Don't know18%
No54%
Yes28%
Expiry Enabled onArchiving Software?
Symantec Vision 2013 Cut The Clutter
![Page 11: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/11.jpg)
Judicial Approval of Defensible Deletion
11
Symantec Vision 2013 Cut The Clutter
![Page 12: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/12.jpg)
Micron Technology v. Rambus, Inc.645 F.3d 1311 (Fed. Cir. 2011)
Defensible Deletion ≠ Spoliation of Evidence
12
Where a party has a long-standing policy of destruction of documents on a regular schedule…motivated by general business needs…destruction…is relatively unlikely to be seen as spoliation.
Symantec Vision 2013 Cut The Clutter
![Page 13: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/13.jpg)
Good Faith Procedures Protect Against Sanctions
The Federal Rules protect fromsanctions those who…havediscarded [ESI] as a result ofgood faith business procedures.
13
Brigham Young University v. Pfizer282 F.R.D. 566 (D. Utah. 2012)
Sanctions Denied, Reasonable Settlement Obtained
Symantec Vision 2013 Cut The Clutter
![Page 14: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/14.jpg)
Absent exceptional circumstances, a court may not impose sanctions under these rules on a party for failing to provide ESI lost as a result of the routine, good-faith operation of an electronic information system.
FED. R. CIV. P. 37(e)
The Federal Rules Encourage Defensible Deletion
15Symantec Vision 2013 Cut The Clutter
![Page 15: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/15.jpg)
15
#SYMCHangoutSymantec Vision 2013
![Page 16: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/16.jpg)
Problematic Retention Regulations
16
Symantec Vision 2013 Cut The Clutter
![Page 17: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/17.jpg)
Securities & Exchange Act Driving Excessive ESI Retention
• Broker-Dealers must preserve communications w/investors, other records relating to “business as such” SEA – 17a-4(b)
• Records must be kept for at least 3 years, the first 2 in an easily accessible place SEA – 17a-4(b)
• Broker-dealers may maintain and preserve these records by means of “electronic storage media”SEA 17a-4(f)
17Symantec Vision 2013 Cut The Clutter
![Page 18: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/18.jpg)
FINRA Also Causing Over-Retention of ESI
• Promulgated in January 2010 to protect investors from false or misleading claims made on social networking sites
• To comply with this regulation, securities firms must develop protocols that enable them to retain and supervise social media content and ensure conformity by their representatives
18Symantec Vision 2013 Cut The Clutter
![Page 19: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/19.jpg)
Dodd-Frank: The Regulatory Nightmare
• Implemented to overhaul and more closely regulate the U.S. financial services market
• Imposes various recordkeeping requirements, including a five-year retention period for most investment advisor documents
19Symantec Vision 2013 Cut The Clutter
17 C.F.R. § 275.204–2
![Page 20: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/20.jpg)
Best Practices for Cutting the Clutter
20
Symantec Vision 2013 Cut The Clutter
![Page 21: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/21.jpg)
Disclaimer
“Any information regarding pre-release Symantec offerings, future updates or other planned modifications is subject to ongoing evaluation
by Symantec and therefore subject to change. This information is provided without warranty of any kind, express or implied.
Customers who purchase Symantec offerings should make their purchase decision based upon features that are currently available.”
21
![Page 22: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/22.jpg)
22
Social Media/IM/Collaboration Content
Symantec Vision 2013 Cut The Clutter
![Page 23: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/23.jpg)
Communication has become fragmented…
Symantec Vision 2013 Cut The Clutter 2
3
1995 2012
![Page 24: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/24.jpg)
24
Symantec Vision 2013 Cut The Clutter
“Clear the Clutter” – Best Practices for Social Media
Written Policy Block Features
Ethical Walls
Block Networks
Moderate content Pre-Approved Content Capture with Full Context
![Page 25: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/25.jpg)
Map the Participant to a Corporate ID
25
Symantec Vision 2013 Cut The Clutter
![Page 26: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/26.jpg)
26
#SYMCHangoutSymantec Vision 2013
![Page 27: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/27.jpg)
27
Taking Control of the SharePoint and the File System
Symantec Vision 2013 Cut The Clutter
![Page 28: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/28.jpg)
28
SharePoint - The Problem
Symantec Vision 2013 Cut The Clutter
![Page 29: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/29.jpg)
Symantec Vision 2013 Cut The Clutter
SharePoint Best PracticeProactive, Rules-Based Archiving and Leverage Site Closure
29
![Page 30: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/30.jpg)
30
Symantec Vision 2013 Cut The Clutter
SharePoint Rules-based Retention
• Retention can now be different for content in the same location
• Set retention based on:– Metadata value
– Content source (document, blog, wiki, discussion, list etc.)
– File Characteristics
Planned for EV 10.0.4
![Page 31: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/31.jpg)
Symantec Vision 2013 Cut The Clutter
File Shares – ‘Clearing the Clutter’
31
![Page 32: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/32.jpg)
Symantec Vision 2013 Cut The Clutter 32
Symantec Enterprise VaultFile System Archiving
![Page 33: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/33.jpg)
Symantec Data Insight
• Identifies data owners
• Monitors data usage
• Reviews permissions
• Data ownership/usage drives
– Data storage efficiency
– Data management policy and compliance
• Integrates with Data Loss Prevention, and soon Enterprise Vault File System Archiving
33
Symantec Plenary and SuperSession LegalTech 2013
![Page 34: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/34.jpg)
Key Takeaways
34
• Content does not need to be kept forever
• Deletion is acceptable provided it is part of a stated policy
• A proactive policy is essential
• You can drastically ‘cut the clutter’ through automated deletion and aggressive management of content sources
Symantec Vision 2013 Cut The Clutter
![Page 35: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/35.jpg)
35
Resources & Reference Material
Symantec Vision 2013 Cut The Clutter
Get a Copy of the Solution Overview~
http://bit.ly/11dvpMk
![Page 36: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/36.jpg)
36
Resources & Reference Material
Symantec Vision 2013 Cut The Clutter
Visit the eDiscovery 2.0 Blog
~ www.clearwellsystems.com/
e-discovery-blog/
![Page 37: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/37.jpg)
37
Resources & Reference Material
• Overview of EV, EV.Cloud and Clearwell Platform
• Archiving & eDiscovery – Real world ROI
• Information Management – A Step in the Right Direction
• Defensible Deletion: The Cornerstone of Intelligent Information Governance
Symantec Vision 2013 Cut The Clutter
![Page 38: Cut The Clutter: What You Have, What You Need, and What You Can Safely Get Rid of](https://reader036.fdocuments.net/reader036/viewer/2022081413/5462779db4af9f621c8b476d/html5/thumbnails/38.jpg)
Thank you!
David Scott Philip FavroGroup Product Manager Discovery CounselEmail: [email protected] Email: [email protected]: @dscottyt Twitter: @PhilipFavroPhone: 757-251-7536 Phone: 650-714-9134
38
Symantec Vision 2013 Cut The Clutter