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Who is this article for?

Incydr
Code42 for Enterprise
CrashPlan for Enterprise
CrashPlan for Small Business

Incydr, yes.

CrashPlan for Enterprise, yes.

Code42 for Enterprise, yes.

CrashPlan for Small Business, no.

This article applies to Code42 cloud environments.

Other available versions:

On-premises

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Collect files from a legal hold

Who is this article for?

Incydr
Code42 for Enterprise
CrashPlan for Enterprise
CrashPlan for Small Business

Incydr, yes.

CrashPlan for Enterprise, yes.

Code42 for Enterprise, yes.

CrashPlan for Small Business, no.

This article applies to Code42 cloud environments.

Other available versions:

On-premises

Overview

This tutorial explains how to collect files from users on a legal hold (known as custodians). A separate article covers the creation and configuration of legal holds, as well as how to place custodians on a legal hold.

File collection from a legal hold may be part of a more general eDiscovery process, covered in our eDiscovery Integration Guide.

Video

Watch the short video below to learn how to use the Legal Hold web app to collect files for a legal hold. For more videos, visit the Code42 University

Considerations

  • The target device must have the Code42 app installed to receive the collected files.
  • To collect files, a custodian must be on a legal hold.
  • A custodian's files are not available immediately. Allow time to back up the custodian's devices and data before collecting files. The time required depends on the size of the selection.
  • The following user roles have permission to collect files from a legal hold:
    • Org Legal Admin (this role can only restore files for users within the administrator's organization and its child organizations)
    • Cross Org Legal Admin
    • Customer Cloud Admin
  • A custodian's files cannot be collected if the user meets one or both of the following conditions:
Code42 partnership with Zapproved
Our Zapproved partnership enables you to use Zapproved to manage your legal hold process. Learn more about how to integrate Code42 and Zapproved for eDiscovery

Steps

The Legal Hold web app collects files by restoring files from a custodian's backup to the device you chose.

  1. Sign in to the Code42 console.
  2. Choose Legal Hold > Matters in the left navigation menu.
  3. Click the name of the matter you want to collect files from.
  4. Click Custodians.
  5. Click Get Files.
    If you have the Org Legal Admin role, Get Files is not available if the custodian is outside your organization and its children organizations. Users with the Cross Org Legal Admin role can get files for custodians in other organizations.
  6. If the user has more than one active device, choose a device.
  7. Choose the following parameters in the Web Restore dialog:
    • Destination from which to restore files (if needed)
    • (Code42 federal environment only) If the device has more than one backup set using that destination, select the backup set from which to restore files.
      The From Backup Set list is available only in the Code42 federal environment when multiple backup sets on the device use the same destination.
    • Target device
      You can only restore to active devices.
    • Target location
      • Target Path
        Specify a file path on the device for the restore.
      • Original Location
        Specify that the files should be restored to their original location on the device.
    • Target
      (Appears only if you select Target Path). The target path parameter can only be entered if the target device is online.
    • (Optional) Restore files as of
      If you do not fill in this field, the latest file versions are collected.
    • Files to restore
      • Narrow choices using the search field.
      • Select files or folders to collect.
        If you choose to collect a large number of files, preparing the files for restore may take several minutes.

    Web restore for legal hold

  8. Click Restore to start collecting files.
    The Legal Hold web app downloads the files to the device and file path you chose.
Additional information for system administrators
The Legal Hold web app uses the same technology for file collection as the Code42 console uses for web restores. For more technical information on collecting files, please see the Code42 console web restore reference guide and tutorial.
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