Morgan Stanley – $15 million Deutsche Bank Securities Inc., Goldman Sachs & Co., Morgan Stanley, Solomon Smith Barney Inc. and U.S. Bancorp Piper Jaffray Inc. - $1.65 million each Philip Morris International – $2.75 million

An integrated In-Place Archive enables users to save time by managing their archive as they do their mailbox Outlook OWA Retain folder hierarchy

Quickly find new or historical wherever you are with new, faster search technology Single Search in OWA and Outlook returns results from Primary & Archive Mailboxes Combined conversation view Search everywhere at once Integrated search Combined conversation view

Archive

Lync archives content into Exchange mailboxes when user is on In-Place Hold Includes instant messaging and meeting content In-Place Hold, eDiscovery, MRM of Lync data consolidated to Exchange tools Lync 2010Exchange 2010 Compliance Archive Compliance New LyncNew Exchange

User A Mailbox Recoverable Items Deletions Deleted Items Inbox Versions Purges DiscoveryHolds Server side archiving All Lync modalities captured (PC, mobile, web, OWA) User A on hold

Litigation Hold Time-Based Hold In-Place Hold

Litigation Hold (Legacy) Time-Based In-Place Hold Query-Based In-Place Hold eDiscovery Center Exchange Admin Center Exchange Management Shell VariantsManagement Options

User A Mailbox Recoverable Items Deletions Inbox Purges Versions Audits Deleted Items … DiscoveryHold Calendar Logging (6a) Messages purged by DIRW Policy (or maintained for Litigation Hold) (5) Message Edited (3) Message deleted (4a) Message “purged” by user (Litigation Hold / Single Item Recovery) Lifecycl e of mailbox items (4b) Message “purged” by user (In-Place Hold) (6c) MFA evaluates item against hold queries set on mailbox (6b) Mailboxes with SIR and In-Place Hold enabled have expired messages moved (1) Message delivered (2) Message moved to Deleted Items

In-Place Hold Management When using the cmdline, you use New-MailboxSearch to enable In- Place Hold – New-MailboxSearch "Hold-CaseId012" -Sourc boxes "Paul Singh" - InPlaceHoldEnabled $true – Sourc boxes parameter can take a mailbox or distribution group If you want to enable Litigation Hold or Single Item Recovery, you use Set-Mailbox

Legal & Regulatory Requirements

Automate the deletion and archiving of and other Exchange data to meet data retention requirements Assign personal tags to system folders in Outlook and OWA View default mailbox policy Single menu for policies

Retention policy and expiry details Assign to an individual item, folder, or all

Delete Policy Archive Policy (mailbox management)

MRM

42 Custodians Preserved 79,308,170 pages/ GB 12 Custodians Collected & Processed 22,659,477 pages/368.4 GB Reviewed 1,132,974 pages/18.4 GB Produced 249,254 pages/4 GB Used 249 pp. Total eDiscovery Cost to the company: >$10M/year

Pre-Wave 15 eDiscovery Workflow at Microsoft Exchange Mailbox CopiesLocal DataSharePoint File Shares Litigation Data Repository Data Minimization Tool Linear Review Tool Review Attorneys Tiffing and Production Tool Production Set Completely Outsourced Inside Corp Firewall Managed by MSIT Entirely MS technology Outside Corp Firewall Co-managed by MS FTEs and Data Center Vendor Third party technology

Wave 15 eDiscovery Workflow at Microsoft Completely Outsourced Inside Corp Firewall Managed by MSIT Entirely MS technology Exchange Servers Local Data SharePoint Linear Review Tool Review Attorneys Tiffing and Production Tool Production Set

Reduce turnaround time: collection to searching from ~2 weeks to minutes/hours Save money: reduce costs associated with expensive 3 rd party tools Simplified process: No more reindexing, manual SharePoint collections, huge exports, and multiple large data transfers Expected Improvements