LEGAL COMPLIANCE, ELECTRONIC DISCOVERY AND ELECTRONIC DOCUMENT HANDLING OF ONLINE AND OFFLINE COPIES OF DATA
First Claim
1. A system to provide data management services, wherein the system is communicatively coupled to at least one client computer and at least one third party server computer, the system comprising:
- a data storage system coupled to the at least one client computer via a local area network and to the third party server computer via a wide area network or public computer network,wherein the third party server computer is associated with a company or organization unaffiliated with a company or organization controlling operation of the data storage system, and,wherein data storage system includes at least one server computer and at least one data store, and includes;
a retention component configured toreceive data objects from the at least one client computer, wherein the data objects from the at least one client computer are associated with a first format,receive data objects from the third party server computer, wherein the data objects from the third party server computer are associated with a second format, wherein the first and second formats differ, andapply respective first and second retention policies to the data objects in the first and second formats to store the data objects in the at least one data store according to the first and second retention policies, andwherein at least one of the first or second retention policies requires received data objects be de-duplicated, encrypted, or both de-duplicated and encrypted;
a data classification component configured to content index and classify the data objects in the first and second formats;
a search component configured to permit searching via the at least one client computer and the third party server computer of the data objects of the first and second formats, respectively,wherein the search component is further configured to apply searching restrictions or access control based on securities policies, and without need for data agents on the at least one client computer or on the third party server computer; and
,a reporting component configured to provide reports based on search results provided by the search component.
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0 Petitions
Accused Products
Abstract
Systems and methods of electronic document handling permit organizations to comply with legal or regulatory requirements, electronic discovery and legal hold requirements, and/or other business requirements. The systems described provide a unified approach to data management that enables compliance, legal and IT personnel to focus efforts on, e.g., a single data repository. The systems permit users to define and utilize information governance policies that help automate and systematize different compliance tasks. In some examples, organizations may push data in any third-party data format to the systems described herein. The systems may permit compliance or IT personnel to detect when a legally sensitive production file has been changed or deleted. The systems may also provide a unified dashboard user interface. From a dashboard interface, users may perform searches, participate in collaborative data management workflows, obtain data management reports, and adjust policies. Other elements and features are disclosed herein.
489 Citations
24 Claims
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1. A system to provide data management services, wherein the system is communicatively coupled to at least one client computer and at least one third party server computer, the system comprising:
a data storage system coupled to the at least one client computer via a local area network and to the third party server computer via a wide area network or public computer network, wherein the third party server computer is associated with a company or organization unaffiliated with a company or organization controlling operation of the data storage system, and, wherein data storage system includes at least one server computer and at least one data store, and includes; a retention component configured to receive data objects from the at least one client computer, wherein the data objects from the at least one client computer are associated with a first format, receive data objects from the third party server computer, wherein the data objects from the third party server computer are associated with a second format, wherein the first and second formats differ, and apply respective first and second retention policies to the data objects in the first and second formats to store the data objects in the at least one data store according to the first and second retention policies, and wherein at least one of the first or second retention policies requires received data objects be de-duplicated, encrypted, or both de-duplicated and encrypted; a data classification component configured to content index and classify the data objects in the first and second formats; a search component configured to permit searching via the at least one client computer and the third party server computer of the data objects of the first and second formats, respectively, wherein the search component is further configured to apply searching restrictions or access control based on securities policies, and without need for data agents on the at least one client computer or on the third party server computer; and
,a reporting component configured to provide reports based on search results provided by the search component. - View Dependent Claims (2, 3)
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4. A tangible computer-readable storage medium whose contents cause a data storage system to perform a method for processing a document retention request, the method comprising:
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receiving a request to retain documents that match specified criteria; automatically identifying documents stored within the data storage system that match the specified criteria; placing a hold on the identified documents by automatically associating each of the identified documents with an undelete flag; automatically monitoring the data storage system to identify new documents that match the specified criteria; and
,automatically associated each of the new documents with the undelete flag. - View Dependent Claims (5, 6, 7, 8, 9, 10, 11, 12)
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13. A method for performing a regulatory compliance task in a data storage system, the method comprising:
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receiving a definition of an information governance policy, further comprising at least two of the following; receiving a definition of a classification policy, wherein the classification policy defines classification tags relevant to a compliance task, wherein the classification tags are for association with specified documents; receiving a definition of a workflow policy that specifies a process of steps to identify and handle a set of documents in the data storage system, and wherein the steps are defined at least in part by the classification tags; receiving a definition of a reporting policy, wherein the reporting policy specifies a set of reports to provide to a user via a graphical user interface regarding a status of documents stored in the data storage system; and
,receiving a definition of a retention policy, wherein the retention policy specifies the manner in which documents should be stored within the data storage system, and wherein the retention policy is defined at least in part by the defined classification tags; and
,performing a compliance task with received documents in accordance with the received information governance information policy. - View Dependent Claims (14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24)
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Specification