在 SharePoint 中設定 eDiscoveryConfigure eDiscovery in SharePoint Server

摘要: 了解在 SharePoint Server 2013、SharePoint Server 2016、Exchange Server 2016 和 Exchange Server 2013 中安裝和設定 eDiscovery 的步驟。Summary: Learn the steps to set up and configure eDiscovery in SharePoint Server 2013, SharePoint Server 2016, Exchange Server 2016, and Exchange Server 2013.

本文指出在 SharePoint Server 中設定 eDiscovery 所需的步驟。當您完成本文列出的步驟之後,使用者就能夠建立及使用 eDiscovery 案例。This article identifies the steps that are required to configure eDiscovery in SharePoint Server. When you complete the steps that are listed in this article, users will be able to create and work with eDiscovery cases.

設定 eDiscovery 之前,您應先了解<SharePoint Server 的 eDiscovery 及就地保留概觀>一文中所述的概念。Before you configure eDiscovery, you should understand the concepts that are presented in the article eDiscovery and in-place holds in SharePoint Server.

設定 eDiscovery 時所必須執行的工作如下:You must perform the following tasks to configure eDiscovery:

  • 設定 SharePoint Server 與 Exchange Server 2016 之間的通訊。Configure communication between SharePoint Server and Exchange Server 2016.

  • 設定「搜尋」,以編目所有可供搜尋的內容。Configure Search to crawl all discoverable content.

  • 授與權限。Grant permissions.

  • 建立 eDiscovery Center。Create an eDiscovery Center.

設定 SharePoint Server 與 Exchange Server 2016 之間的通訊Configure communication between SharePoint Server and Exchange Server 2016

如果您將會使用 SharePoint eDiscovery Center 來探索 Exchange Server 中的內容,您必須設定 SharePoint Server 與 Exchange Server 來互動。If you will use a SharePoint eDiscovery Center to discover content in Exchange Server, you must configure SharePoint Server and Exchange Server to interact.

重要

若要從 SharePoint eDiscovery Center 探索 Exchange Server 中的內容,您必須執行 Exchange Server 2013 或 Exchange Server 2016。To discover content in Exchange Server from a SharePoint eDiscovery Center, you must be running either Exchange Server 2013 or Exchange Server 2016.

請執行下列步驟:Perform the following steps:

  1. 確定 Exchange Web Service 管理的 API 已安裝在執行 SharePoint Server 的每部前端伺服器上。Ensure that the Exchange Web Service managed API is installed on every front-end server that is running SharePoint Server.

  2. 設定 SharePoint Server 和 Exchange Server 之間的信任關係。如需信任關係的相關資訊,請參閱<在 SharePoint Server 中規劃伺服器對伺服器的驗證>。Configure a trust relationship between SharePoint Server and Exchange Server. For information about the trust relationship, see Plan for server-to-server authentication in SharePoint Server.

  3. 若您希望來自 商務用 Skype Server 的內容可供探索,請將伺服器設定為封存至 Exchange Server 2016。如需有關如何設定 商務用 Skype Server 2015 封存的相關資訊,請參閱<設定商務用 SkypeS erver 2015 以使用 Exchange Server 封存>。If you want content from Skype for Business Server to be discoverable, configure the server to archive to Exchange Server 2016. For information about how to configure Skype for Business Server 2015 archiving, see Configure Skype for Business Server 2015 to use Exchange Server archiving.

  4. 執行 Exchange 的 eDiscovery 設定步驟。如需有關如何設定 Exchange Server 2013 for eDiscovery 的資訊,請參閱<與 SharePoint 整合>。Perform the eDiscovery configuration steps for Exchange. For information about how to configure Exchange Server 2013 for eDiscovery, see Integration with SharePoint.

設定「搜尋」,以編目所有可供搜尋的內容。Configure Search to crawl all discoverable content

內容必須由與 eDiscovery Center 所在之 Web 應用程式相關聯的 Search Service 應用程式編目及索引,才能加以搜尋。當您規劃 eDiscovery 時,應已識別此 Search Service 應用程式。若要設定 Search Service 應用程式來編目適當的內容,請遵循下列步驟:Content is only discoverable if it is crawled and indexed by the Search service application that is associated with the web application that the eDiscovery Center is in. You should have identified this Search service application when you planned for eDiscovery. To configure the Search service application to crawl the appropriate content, follow these steps:

  1. 如果 Exchange Server 2013 中的內容必須可供搜尋,請新增 Exchange Server 2013 為結果來源。如需如何設定結果來源的資訊,請參閱<在 SharePoint Server 中設定搜尋的結果來源>。If content in Exchange Server 2013 must be discoverable, add Exchange Server 2013 as a result source. For information about how to configure a result source, see Configure result sources for search in SharePoint Server.

  2. 確定包含可供搜尋內容的所有網站都已編目。如需如何設定要編目的位置的資訊,請參閱<Add, edit, or delete a content source in SharePoint Server>。Ensure that all websites that contain discoverable content are being crawled. For information about how to configure a location to be crawled, see Add, edit, or delete a content source in SharePoint Server.

  3. 請確定包含可探索內容的所有檔案共用,都會經過編目。Ensure that all file shares that contain discoverable content are being crawled.

授與權限Grant permissions

我們建議您建立安全性群組來包含 eDiscovery Center 的所有使用者。建立安全性群組之後,請授與可存取所有可供探索內容的安全性群組權限。We recommend that you create a security group to contain all users of the eDiscovery Center. After you create the security group, grant the security group permissions to access all discoverable content.

  1. 如果您要在 Web 應用程式層級授與權限,請建立使用者原則,以授與安全性群組包含可供搜尋內容之每個 Web 應用程式的完整讀取權限。如需如何為 Web 應用程式建立原則的資訊,請參閱<在 SharePoint Server 中管理 Web 應用程式的權限原則>。If you will grant permissions at the web application level, create a user policy that gives the security group full read permissions for each web application that contains discoverable content. For information about how to create a policy for a web application, see Manage permission policies for a web application in SharePoint Server.

    注意

    當您在 Web 應用程式層級變更權限時,「搜尋」會重新編目 Web 應用程式中的所有內容。When you change permissions at the web application level, Search re-crawls all of the content in the web application.

  2. 如果您要在網站集合層級授與權限,請針對包含可供探索內容的每個網站集合,使安全性群組成為網站集合管理員。如需有關如何新增網站集合管理員的資訊,請參閱<新增、變更或移除網站集合管理員>。If you will grant permissions at the site collection level, make the security group a site collection administrator for each site collection that contains discoverable content. For information about how to add a site collection administrator, see Add, change, or remove a site collection administrator.

    重要

    網站集合管理員必須使用 [網站設定]**** 功能表,將安全性群組新增為其他網站集合管理員。您不能使用管理中心來使安全性群組成為網站集合管理員。A site collection administrator must add the security group as an additional site collection administrator by using the Site Settings menu. You cannot use CentralAdmin_2nd to make a security group a site collection administrator

  3. 確定安全性群組具有存取所有檔案共用及包含可供搜尋內容之其他網站的權限。Ensure that the security group has permissions to access all file shares and other websites that contain discoverable content.

  4. 如果您要使用 SharePoint eDiscovery Center 來探索 Exchange Server 中的內容,請授與安全性群組 Exchange Server 信箱的存取權限。如需有關如何在 Exchange 中授與權限的資訊,請參閱<與 SharePoint 整合>。If you will use a SharePoint eDiscovery Center to discover content in Exchange Server, grant the security group permissions to access Exchange Server mailboxes. For information about how to grant permissions in Exchange, see Integration with SharePoint.

  5. 授與安全性群組檢視編目記錄檔的權限。如需如何授與編目記錄檔之存取權限的資訊,請參閱<Set-SPEnterpriseSearchCrawlLogReadPermission>。Grant the security group permissions to view the crawl log. For information about how to grant permissions to access the crawl log, see Set-SPEnterpriseSearchCrawlLogReadPermission.

建立 eDiscovery CenterCreate an eDiscovery center

eDiscovery Center 是網站集合,使用者可從中建立及管理 eDiscovery 案例。若要建立 eDiscovery Center,請遵循<Create a site collection in SharePoint Server>一文中的程序,並選擇從 [Enterprise]**** 索引標籤 [eDiscovery Center]**** 網站集合類型。請注意,eDiscovery Center 必須位於支援宣告式驗證的 Web 應用程式中。An eDiscovery Center is a site collection from which users can create and manage eDiscovery cases. To create an eDiscovery Center, follow the procedure in the article Create a site collection in SharePoint Server, and choose the eDiscovery Center site collection type from the Enterprise tab. Be aware that an eDiscovery Center must be in a web application that supports claims authentication.