NLH Data Sources

Data Sources are the originating source for data a legal hold (for example, a Microsoft Exchange server, Cloud Storage, or a user’s desktop.) Data sources are specific to a particular hold and a particular custodian on that hold.

To add a data source to a hold

  1. In the Holds and Communication list, select the hold you want to receive a data source.
  2. In the Hold Details section's Custodians/Recipients and Data Sources header, click the Data Source icon.

  3. On the New Data Source dialog box's Basic info tab, enter the Name of the data source.

  4. Use the following to add or remove selected contacts to the Assigned Custodians list:
    • : Add all to data source.
    • : Add selected to data source.
    • : Remove selected from data source.
    • : Remove all from data source.

    Note: A data source with the selected properties are created for each of the custodians in the Assigned Custodians list.

  5. Click Next.

  6. On the Settings tab, select the following for the data source:
    • Type
    • Size
    • Unit
    • Start Date
    • End Date
  7. Click Save.

To change the status of a data source

  1. In the Holds and Communication list, select the hold with data source you want to status change.
  2. In the Hold Details section's Custodians/Recipients and Data Sources list, select the custodian with the data source you want to status change.
  3. Click the down arrow and select the data source you want to status change.

  4. Click the Action icon in the Custodians/Recipients and Data Sources header and select Edit.

  5. Update the Change Status list of toggles as needed.
  6. Click Save.
  7. Click X to close the Data Source dialog box.

To edit a data source

  1. In the Holds and Communication list, select the hold with data source you want to edit.
  2. In the Hold Details section's Custodians/Recipients and Data Sources list, select the custodian with the data source you want to edit.
  3. Click the down arrow and select the data source you want to edit.

  4. Click the Action icon in the Custodians/Recipients and Data Sources menu bar and select Edit.
  5. In the Details pane, click Edit.

  6. Update the following data source settings as needed.
    • Name
    • Data Source Type
    • Original Size
    • Original Acquisition Date
    • Preservation Start Date
    • Preservation End Date.
  7. Click Save.
  8. Click X to close the Data Source dialog box.

To delete a data source

  1. In the Holds and Communication list, select the hold with data source you want to delete.
  2. In the Hold Details section's Custodians/Recipients and Data Sources list, select the custodian with the data source you want to delete.
  3. Click the down arrow and select the data source you want to delete.

  4. Click the Action icon in the Custodians/Recipients and Data Sources header and select Delete.
  5. In the Delete Data Source dialog box, click Proceed.