About legal hold

  • Legal hold is part of Pro Pack for Control Hub. For more information, see Pro Pack for Control Hub.

  • Only a compliance officer can create a matter in legal hold to retain the data. A user must be assigned the compliance officer role before they can access legal hold in Control Hub. For more information on the compliance officer role, see Assign account roles in Control Hub.

  • As a compliance officer, you can only put users in your organization on legal hold and only content for Webex app spaces and meetings owned by your organization is placed in legal hold.

  • When the legal matter is active, all spaces and meetings with users who are associated with the legal matter are retained. Content in spaces and meetings content that these users belong to is retained, this includes spaces the user leaves, new spaces that they join or create, or even if the user never posted any content in the space, and recordings, transcripts, and highlights of meetings that the user attended. Content is also retained after a user leaves the organization.

    The type of content that is retained includes:

    • Space content—Messages, files, and whiteboard content.

    • Meetings content—Recordings, transcripts and highlights.

  • When the matter is released, no information related to that matter is retained.


 
  • You can put legal hold on an active user's content. You cannot put legal hold on a deleted user's content.
  • If your organization has multiple meetings sites, and you would like to use legal hold, please contact Cisco support for assistance.
  • Control Hub does not support legal hold on meetings content in Webex for Government organizations.

Create a matter for legal hold

As a compliance officer, you can create a matter in legal hold to retain that user's data for litigation.

1

Sign in to Control Hub at https:/​/​admin.webex.com, and go to Troubleshooting > Status > View eDiscovery.

2

Select Legal Matters and then click Create Matter.

3

Enter a Name and optionally a Description.

4

Download the CSV template and add users' email addresses for the Custodians in the CSV file.

5

Click Browse and choose the CSV file you created.

6

Click Save.

Release a matter from legal hold

As a compliance officer, once the legal litigation is complete, you can release a legal matter. When the matter is released, all the data retained by the matter is released or deleted based on your organization's retention policy.

1

Sign in to Control Hub at https:/​/​admin.webex.com, and go to Troubleshooting > Status > View eDiscovery.

2

Click Legal Matters and then select the matter you want to release.

3

Click Release and click Yes to confirm.

Delete a matter for legal hold

As a compliance officer, you can delete a legal matter if you created the matter in error. When the matter is deleted, all the data retained by the matter is released or deleted based on your organization's retention policy.

1

Sign in to Control Hub at https:/​/​admin.webex.com, and go to Troubleshooting > Status > View eDiscovery

2

Select Legal Matters and then click on the matter you want to delete.

3

Click Delete and click Continue.