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Microsoft Teams eDiscovery: A Deep Dive


The Story of Why We Chose Microsoft Teams Business Voice


A constant flow of information is going through Unified Communications Platforms. Microsoft Teams eDiscovery solutions are designed to tackle the challenge of capturing, storing, and managing those massive amounts of data, mainly for legal and compliance purposes.

In the context of litigation, having performed thorough data archiving and being able to easily access it could be vital for any organization. This is where eDiscovery software solutions kick in. In the course of a legal case or an investigation, whenever a request for electronic information is issued, an eDiscovery process is launched in order to identify, collect, and display the required information.

Here, we will take a deep dive into why organizations using Microsoft Teams are in need of eDiscovery tools, and how they can be leveraged to get the most out of them.

Endlessly Flowing Information: Where is it Going?

A quick overview of Microsoft Teams’ capabilities should suffice to give us an idea of the amount of data flowing through the platform. Aside from its most widely used chat functionality, Teams allows you to hold video conferences, calls, and meetings, and collaborate through other Microsoft apps such as Excel or Sharepoint, among other features. For companies with a more diverse tech stack, Teams also offers the possibility of connecting with third-party apps.

Now, you might be wondering, where is all this data going? Since the storage location may change according to each functionality and data type, the answer is not as simple as one may expect. Chats and channel messages are stored in each user’s Exchange mailbox; files shared on one-on-one and group chats, as well as meeting chats videos, go to OneDrive; WiKi data and files in channel messages get stored at SharePoint.

This complicated storage structure should give us an idea of how challenging it is to accurately track and manage data that flows across Microsoft Teams.

Why are eDiscovery solutions important?

It should come as no surprise that most organizations today consider the volume of data they produce is growing faster than their ability to keep up with it. Potentially, this represents great legal risks that every company would prefer to avoid. Given this massive explosion of information and the increasing complexity of regulations, all companies should be getting ready to deal with these volumes of data from an eDiscovery perspective. 

eDiscovery solutions can give companies the appropriate tools to fulfill the complex legal and compliance requirements of the digital era. Whatever problem they need to solve, eDiscovery tools are the key to gaining an understanding of its context. 

Companies across different industries are leveraging eDiscovery platforms to collect files and associated metadata, filter information, and increase efficiency when reviewing documents. These are some of the key advantages that you will obtain by implementing advanced eDiscovery systems:

  • View Communications in Context: follow communications across channels as in the native app, observing who talked with who, how they talked, and when. 
  • Capture & Search Content by Parameters: gather messages, files, audio, video, or shared screens, and establish advanced search parameters such as text, time, users, labels, topics, keywords, and others.
  • Remove user information: for GDPR purposes, you sometimes need to delete user info from databases.
  • Integrate across applications: advanced eDiscovery solutions fit the needs of companies that have complex structures, allowing for integration with existing eDiscovery systems. 

Essential Features of an eDiscovery solution: Finding the Right Fit for your Company

While there are many eDiscovery solutions out there, it is important to make an informed choice so that the one you go for is the one that is better suited for your own specific needs. Here is a list of just a few of the basic features that you should keep in mind when choosing which eDiscovery solution to implement.

  • Content Capturing
    • The first and main feature of any eDiscovery solution. Ideally, a solution should be able to extract messages from private and public channels, shared files, screen-sharing content, audio, and video. 
  • Data Storage
    • In terms of storage, some solutions are entirely cloud-based, while others allow you to store information on-premise or host it in a private server. While any of these may meet your needs, solutions that offer you different choices may give you more flexibility.  
  • Search Index and Interface
    • Solutions with powerful search filters provide a wide set of parameters to configure and optimize searches. By performing searches on text, time, users, labels, topics, keywords, and other criteria you can save tons of time and improve efficiency and accuracy. 
  • Recording
    • While electronic documents are produced in a variety of media, search can only be performed by text. Tools that accurately record and transcribe all meeting audios accurately enhance search capabilities of eDiscovery solutions. You can see an example of an advanced compliance recording and analysis tool here. 

Aside from these features, there may be significant differences between eDiscovery solutions that could make them more or less appealing. Some may be praised for their flexibility, or for their intuitive interface, or for offering a comprehensive set of tools. On the other hand, being too restricted, lacking adequate features, or having unfriendly interfaces or sorting systems are usually mentioned as negative characteristics.

But in the end, what will determine which solution is the right one for you is how it fits the specific needs of your company and the industry you belong to. Compliance and regulatory needs can vary greatly from one industry to another. While the regulatory systems for some industries may be relatively simple, others need to comply with strict and strong regulations, especially when they deal with sensitive information. 

Industries that manage private data – such as banking, financial services, logistics, insurance, legal services, education, healthcare, and many others-, are in need of eDiscovery solutions with robust compliance capabilities and functions designed to tackle the regulatory challenges of these industries.

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About AGAT SphereShield’s eDiscovery for Microsoft Teams

With information scattered across various different places, being up to the task of managing it according to legal needs can prove enormously challenging. SphereShield eDiscovery comes to the rescue when a legal or compliance challenge demands you to track and identify certain pieces of data. 

Among existing eDiscovery solutions, it stands out mainly because it enhances companies’ ability to navigate through the challenges of complex regulatory systems. The set of features it provides is especially suitable for data-sensitive organizations that take part in highly regulated and information sensitive industries. Implementing SphereShield eDiscovery will allow you to:

  • Accurately capture all types of different contents: messages, files, audio, videos, recordings, shared screens, and more. 
  • Flexibly store information: you can choose whether to store on-premise or host in a Virtual Private Server (VPS).
  • Efficiently search using a wide set of parameters: Text, Time, Users, Servers, Labels, and more.
  • Seamlessly integrate with other eDiscovery systems in your stack
  • Easily remove user info from database when necessary to comply with GDPR regulations
  • Comprehensively see conversation contexts on incidents


SphereShield’s eDiscovery workflows can significantly scale your capacity to manage large quantities of data, streamlining your reviews, and potentially saving you hundreds of hours of work – aside, of course, from the costs of legal and compliance issues. It is designed to efficiently guide you as you dive into the oceans of data your company is producing every day. 

Check out the video below and see the platform in action:

Video: https://www.youtube.com/watch?v=WzUAd0k8NDM

If you are interested in taking a closer look at our Microsoft Teams eDiscovery solution to see if it suits your needs, all you have to do is ask for a free live demo below. Fill in your company details and a representative will soon get in touch with you.

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blog DLP eDiscovery Ethical Wall webex guides

Announcing Webex Meetings New Capabilities

AGAT Software provides unique compliance and productivity solutions for Webex Meetings including Ethical Wall to control participants and activities during the meeting, eDiscovery to audit and store all meeting data, DLP to inspect meeting content by policy, and lastly, Virtual Asstsiatnt and Sentiment analysis to improve productivity and performance.

Continue reading to learn more about SphereShield for Webex Meetings.

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Ethical Wall

In situations where compliance, security, and institutional protocols demand tighter controls and options, Ethical Wall for Webex meetings is there to offer unique capabilities that suit requests from different institutions that are using Webex Meetings.

Controls include

  • Control participants in near-real-time during the meeting:
    • Control participants – avoid users with conflicts joining the same meeting
    • Control activities – block operations that are not allowed

Activities control are context-aware, by blocking operations only when specific groups or users are involved in the meeting which allows for full functionality when possible and aligns with compliance by blocking some features when needed.

  • Near-real-time recording control:

SphereShield for Webex performs near-real-time audio and video analysis on recorded Webex meetings. This will validate meeting attendees using configurable compliance policies.

  • Participant validation before the meeting *Coming soon*

The system verifies the list of invitees for every scheduled meeting, in case of policy violation users will be removed from the invite and the host will be notified.

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Ethical Wall policies

To learn more visit SphereShield for Webex Meetings webpage.

eDiscovery

SphereShield’s eDiscvoery for Webex Meetings solutions audits all meeting data and maintains a user-friendly record of content that can be stored on-prem or as Saas separately from Webex.

Data included that can be searched by:

  • Dates
  • Attendees’ name and type (Internal/External)
  • Text – Audio, Video, Keywords, Labels, Names, etc.
  • Time-frame: by recording every user that has joined/left with the time

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eDiscovery portal

To learn more visit SphereShield for Webex Meetings webpage.

Data Loss Prevention 

A real-time DLP solution is crucial to effectively manage and protect your confidential information. This solution ensures that your sensitive data is intercepted and filtered before it reaches the recipient.

SphereShield for Webex Meetings:

  • Inspects meeting content by DLP policies for audio transcript and on-screen OCR from video and screen sharing after the meeting.
  • Inspects meeting chat/files by DLP policies after the meeting 

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DLP Auditing portal

To learn more visit SphereShield for Webex Meetings webpage.

AI Virtual Assistant – AGI

Webex Assistant, a smart, interactive virtual assistant for meetings makes meetings and webinars searchable and actionable. When Webex Assistant is enabled, the host and participants can click on it or use voice commands to record the entire conversation, including the highlights and action items. A live transcript with captions can also be displayed by the assistant.

The Webex Assistant has a variety of interesting and useful characteristics, including the ability to detect up to 100 languages (the maximum number of unique languages that can be used concurrently is 5), and Speaker recognition (who said what and when).

Note that, only paid Webex plans are eligible to get Webex Assistant.

In addition to the native meeting assistant in Webex, AGAT Software has developed a virtual meeting assistant called Agi to enlarge the scope of Webex Assistant and provide automated solutions to some of the most time-consuming tasks including

  • Integration with task management systems such as Asana, Monday.com, Microsoft Planner, and Trello to automatically create tasks based on the detected task name, due date, and assignee from meeting transcript using the AI engine.
  • Generation of meeting summary based on AI module.
  • Detects and Schedules follow-up meetings automatically.
  • Highlights (Agenda, Notes, Decisions, and Summary) detection from the meeting transcript.
  • Set reminders automatically and post messages in Space/Group Chat when the time is due.
  • Publish items from transcripts/highlights/tasks as messages for further discussion.

To learn more about Agi, please visit our Virtual Assistant webpage.

Check out AGI – AI Virtual Assitant in the Cisco Webex AppHub!

AI Sentiment Analysis:

Sentiment analysis allows participants to analyze meetings and chat conversations both with internal and external users to gain communication insights and improve communication by identifying positive/negative sentiments (joyfulness, happiness, neutral, surprise, anger, disgust, or sadness).

Benefits: 

  • Improve employee experience and boost productivity.
  • Spreading positive behavior to other parts of the company.
  • Manage the negative behavior of employees.
  • Improve the remote working experience.
  • Improve customer satisfaction.

Use cases: 

  • Customer Success / Support Managers

Sentiment analysis is an extremely useful tool in the customer service field as it helps with detecting places that need to be improved in any customer-facing situation & prioritizes focusing on top customer service issues.

  • HR Manager

Sentiment analysis helps in facilitating the work of the HR Managers. Based on employee feedback/satisfaction Sentiment Analysis allows HR Managers to promote proactive operations.

  • Employees

Identify intercommunication between employees – use employee reports and Personal Insights to view your relationship with other employees within the organization.

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Example of Sentiment Analysis reports

To learn more visit AGAT’s Sentiment Analysis solution webpage.

Categories
blog eDiscovery Microsoft Teams

Microsoft Teams eDiscovery limitations: Content from external meetings not archived

No company can leave content out of their eDiscovery when they need it for compliance. Deploying the native Microsoft eDiscovery solution requires some attention to scenarios that are not covered and might generate compliance issues when validated or needed. This blog post will discuss all those current limitations.

So, what do we know about these issues, and what solutions does AGAT Software offer?

Table of contents

1. External collaboration in Microsoft Teams

2. Limitations in Microsoft Teams

a- Joining meetings externally

b- Joining meetings anonymously

3. Ways in which AGAT Software deals with limitations

1. If users join external meetings externally

a- Capturing meeting chat

b- Blocking chat

c- Guest Access

2. Content not being archived when joining meetings anonymously

4. Importance of archiving chats of external meetings

   1- External collaboration in Microsoft Teams 

To manage collaboration with external MS Teams users, Microsoft lets companies define which domains are allowed or restricted for communication through their External Access functions, also known as “domain federation”. 

The configuration options for administrators are:

  • Allow all external domains: the default setting in Teams lets people in your organization find, call, chat, and set up meetings with people external to your organization in any domain.
  • Whitelist: you select which external domains you add to an Allow list, so external access is limited to them. 
  • Blacklist: Adding domains to a Block list so users can communicate with all external domains except the blocked ones. 
  • Block all external domains: You can also turn off external access completely in your organization, but people will still be able to join meetings through anonymous join.

Microsoft Teams admin center change external communications configuration

In the next section, we will cover some scenarios Microsoft’s native eDiscovery won’t cover under some of these configurations, posing issues for compliance regulations and internal policies.

2-  Limitations in Microsoft Teams

a-   Joining external meetings through invitations

Scenario: the internal user “employee A” is invited to join a meeting hosted externally. For compliance purposes, the company needs to archive all messages from ‘employee A’ including those sent during the meeting.

When you choose to whitelist domains, users can still join any external tenants through invitations and the native Microsoft eDiscovery engine won’t capture the messages sent during the meeting since it is hosted externally. Therefore, ‘employee A’ will not be able to get the required content from the meeting he participated in.

b-   Joining meetings anonymously

Scenario: a user from your company, “employee A” joins a meeting hosted by an external tenant using the anonymous join option, and your company has a requirement to archive all written communication.

The gap is that when users join anonymously in a meeting, all their written communication (messages in chats) and all the content they provide won’t get captured for archiving with Microsoft eDiscovery.

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3-  Ways in which AGAT Software deals with limitations:

SphereShield for Microsoft Teams has an Archive and eDiscovery solution with the ability to overcome these limitations.

1-   If users join meetings externally

There are three ways SphereShield for Microsoft Teams can be used to overcome this issue

a-  Capture meeting chat:

This feature is no longer only controlled by the admins of the organization who are hosting the Teams meeting. SphereShield for Microsoft Teams allows users who have joined an external meeting to also capture the meeting chats and keep them for future reference.

b- Blocking chat:

SphereShield for MS Teams allows organizations to block meeting participants from communicating during the meeting by setting rules to completely block them from the chat.

c- Guest Access:

Lastly, it’s important to note that MS Teams also has the Guest Access option to collaborate with external users. This means that someone from an external organization can invite one of your employees to be a guest to a Team, and they will be able to chat, call, and collaborate on files. With AGAT’s solution, you can prevent company users from accessing external tenants as Guests, choosing to set a company-wide policy or just for specific users, depending on your needs. 

2-   Content not being archived when joining meetings anonymously

SphereShield can help in three ways to address this issue. First of all, SphereShield allows the setting of rules to block users from joining meetings anonymously. Secondly, with SphereShield it’s possible to completely block chatting during meetings whether they are hosted internally or externally. Lastly, AGAT Software developers are working on providing a new and more effective option to help tackle this issue by blocking all meeting chats for anonymous users only.

4-  Importance of archiving chats of external meetings

From all the gaps we discussed above, we believe the external meeting is the most important one to pay attention to, as it is the most accessible for users. Any user simply getting an invite through digital media will be able to join any meeting without an archiving solution to capture their communications.

All content from meetings can have crucial information you might need in the future. It is essential for companies to get all the content shared by employees in every situation and later search through it easily with a variety of parameters. This helps organizations make better audits and comply with regulations. 

Contact us today to learn more about AGAT’s eDiscovery solution!