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During a litigation you may be required to preserve both Webex App, Meetings and Webex Calling data for a period of time. This period may be longer than your retention policy. You can use legal hold to ensure that relevant information is not purged by your retention policy.
About legal hold
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Legal hold is part of Pro Pack for Control Hub. For more information, see Pro Pack for Control Hub.
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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 holds in Control Hub. For more information on the compliance officer role, see Assign account roles in Control Hub.
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As a compliance officer, you can only put users in your organization on legal hold and place content for Webex App spaces and meetings owned by your organization in legal hold.
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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 of meetings that the user attended. Content is also retained after a user leaves the organization. Webex Calling content is also retained.
The type of content that is retained includes:
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Space content—Messages, files, and whiteboard content.
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Meetings content—Recordings
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Calling content—Call Detail Records (CDRs)
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When the matter is released, no information related to that matter is retained.
Keep in mind that:
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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.
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Sign in to Control Hub at https://admin.webex.com, and go to . |
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Select Legal Matters and then click Create Matter. |
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Enter a Name and optionally a Description. |
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Download the CSV template and add users' email addresses for the Custodians in the CSV file. |
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Click Browse and choose the CSV file you created. |
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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.
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Sign in to Control Hub at https://admin.webex.com, and go to . |
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Click Legal Matters and then select the matter you want to release. |
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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.
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Sign in to Control Hub at https://admin.webex.com, and go to |
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Select Legal Matters and then click on the matter you want to delete. |
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Click Delete and click Continue. |