在 SharePoint Server 中規劃 eDiscoveryPlan for eDiscovery in SharePoint Server

摘要:準備在 SharePoint Server 2016、SharePoint Server 2013、Exchange Server 或 商務用 Skype 之間實作 eDiscovery。決定要授與的權限以及所要建立的 eDiscovery Center 數量。Summary: Prepare to implement eDiscovery across SharePoint Server 2016 or SharePoint Server 2013, Exchange Server, and Skype for Business. Determine permissions to grant and how many eDiscovery Centers to create.

實作 eDiscovery 之前,請先考慮下列幾個因素。首先決定所需的 eDiscovery Center 數目,以及放置 eDiscovery Center 的位置。接著識別含有可探索內容的位置。最後考慮您必須授與 eDiscovery 使用者的權限。規劃 eDiscovery 時所做的決策可能會影響組織所使用的其他系統,例如 Exchange Server 2016 或 Exchange Server 2013。因此,當您建立及實作計劃時,可能必須與管理這些系統的人員進行協調。There are several factors to consider before you implement eDiscovery. First, determine how many eDiscovery Centers you need and where to put the eDiscovery Centers. Then identify the locations that contain content that can be discovered. Finally, consider the permissions that you have to grant to eDiscovery users. The decisions that you make when you plan for eDiscovery might affect other systems that your organization uses, such as Exchange Server 2016 or Exchange Server 2013. Accordingly, you might have to coordinate with the people who manage those systems when you create and implement your plan.

若要實作計劃,請遵循<在 SharePoint 中設定 eDiscovery>一文中的指示。規劃期間所做的決策會決定您要執行的工作。To implement your plan, follow the instructions in the article Configure eDiscovery in SharePoint Server. The decisions that you make during planning determine which tasks to do.

閱讀本文之前,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 read this article, you should understand the concepts that are presented in the article eDiscovery and in-place holds in SharePoint Server.

決定 eDiscovery Center 的數目Decide how many eDiscovery Centers

下列因素會影響必須建立的 eDiscovery Center 數目:The following factors affect the number of eDiscovery Centers that you have to create:

  • 所擁有的 Search Service 應用程式數目。How many Search service applications you have.

  • 每個 Search Service 應用程式編目的內容。What content each Search service application crawls.

如果只有一個 Search Service 應用程式,或者由單一 Search Service 應用程式對含有可探索內容的所有網站進行編目,則可以有一個 eDiscovery Center。如果由不同的 Search Service 應用程式對可探索內容的子集進行編目,則必須有多個 eDiscovery Center。建立 eDiscovery Center 與 Search Service 應用程式的關聯,以讓 eDiscovery Center 相關聯的 Search Service 應用程式可對所有可探索的內容進行編目。If you have only one Search service application, or if there is a single Search service application that crawls all of the sites that contain discoverable content, you can have a single eDiscovery Center. If different Search service applications crawl subsets of the discoverable content, you have to have multiple eDiscovery Centers. Associate eDiscovery Centers with Search service applications so that all discoverable content is crawled by a Search service application that is associated with an eDiscovery Center.

下圖顯示三個伺服器陣列拓撲範例,並說明每個範例所需的 eDiscovery Center 數目。The following figure presents three examples of farm topologies and illustrates how many eDiscovery Centers are required for each example.

所擁有的 Search Service 應用程式數目會影響所擁有的 eDiscovery Center 數目。How many Search service applications you have influences how many eDiscovery Centers you have.

需要多少個探索中心?

內部部署 SharePoint 伺服器陣列中的 Search Service 應用程式無法對 SharePoint Online 中的內容進行編目。如果您在 SharePoint Online 中有可探索的內容,您也必須在 SharePoint Online 中建立 eDiscovery Center。A Search service application in an on-premises SharePoint farm cannot crawl content in SharePoint Online. If you have discoverable content in SharePoint Online, you will also have to create an eDiscovery Center in SharePoint Online.

記錄您將擁有的 eDiscovery Center 數目。Record how many eDiscovery Centers you will have.

eDiscovery Center 必須位於支援宣告驗證的 Web 應用程式中。請針對每個 eDiscovery Center,記錄包含 eDiscovery Center 的伺服器陣列,以及 eDiscovery Center 相關聯的 Search Service 應用程式。An eDiscovery Center must be in a web application that supports claims authentication. For each eDiscovery Center, record the farm that will contain the eDiscovery Center and the Search service application with which to associate the eDiscovery Center.

識別可探索的內容Identify discoverable content

決定您將擁有的 eDiscovery Center 數目及其位置之後,請識別每個 Search Service 應用程式所要編目的內容。After you have determined how many eDiscovery Centers you will have and where the eDiscovery Centers will be, identify the content that each Search service application will crawl.

eDiscovery Center 相關聯的 Search Service 應用程式必須對檔案共用、SharePoint 網站或其他網站上的內容進行編目,才可以探索這些內容。To be discoverable, content on file shares, in SharePoint sites, or on other web sites must be crawled by a Search service application that is associated with an eDiscovery Center.

注意

無法探索檔案共用上檔案名稱長度超過 259 個字元的檔案。A file on a file share whose file name is longer than 259 characters cannot be discovered.

列出其內容必須能夠探索的所有位置。如果有多個 eDiscovery Center,請指出編目每個內容來源的 Search Service 應用程式。List all the locations that contain content that must be discoverable. If you have more than one eDiscovery Center, indicate which Search service application will crawl each content source.

如果您想要管理 SharePoint Server eDiscovery Center 中 Exchange Server 2016 或 Exchange Server 2013 內容的探索,您必須設定 Search Service 應用程式,以包含 Exchange Server 2016 或 Exchange Server 2013 作為結果來源。如果您想要管理 SharePoint Server eDiscovery Center 中 商務用 Skype Server 2015 內容的探索,您必須設定 商務用 Skype Server 2015 將內容封存至 Exchange Server 2016 或 Exchange Server 2013。If you want to manage the discovery of Exchange Server 2016 or Exchange Server 2013 content from a SharePoint Server eDiscovery Center, you must configure a Search service application to include Exchange Server 2016 or Exchange Server 2013 as a result source. If you want to manage the discovery of Skype for Business Server 2015 content from a SharePoint Server eDiscovery Center, you must configure Skype for Business Server 2015 to archive content to either Exchange Server 2016 or Exchange Server 2013.

注意

若要透過 SharePoint Server 2013 管理 Exchange 內容的探索,您必須使用 Exchange Server 2013。若要透過 SharePoint 管理 Lync 內容的探索,您必須同時使用 Lync Server 2013 和 Exchange Server 2013。To manage discovery of Exchange content through SharePoint Server 2013, you must be using Exchange Server 2013. To manage discovery of Lync content through SharePoint, you must be using both Lync Server 2013 and Exchange Server 2013.

決定權限的管理方式Determine how to manage permissions

執行 eDiscovery 的人員必須能夠檢視所有可能探索的內容。建議您建立 eDiscovery 使用者的安全性群組,再將適當的使用者加入安全性群組。然後您可以將權限授與安全性群組,而不是個別使用者。選擇安全性群組的名稱,並記錄此名稱;另請記錄屬於安全性群組的使用者。People who perform eDiscovery must be able to view all content that is potentially discoverable. We recommend that you create a security group for eDiscovery users, and add the appropriate users to the security group. Then you can grant permissions to the security group, instead of to individual users. Choose a name for the security group, and record this name and also record which users will be members of the security group.

eDiscovery 使用者必須能夠在 SharePoint Server 中檢視所有內容。這包括文件保留庫中的內容 (如需文件保留庫的詳細資訊,請參閱<SharePoint Server 的 eDiscovery 及就地保留概觀>)。有兩種方式可達成此目的:Within SharePoint Server, eDiscovery users must be able to view all content. This includes content that is in the preservation hold library. (For more information about the preservation hold library, see eDiscovery and in-place holds in SharePoint Server. There are two ways to achieve this:

  1. 使用 Web 應用程式使用者原則,將 Web 應用程式中所有內容的存取權授與 eDiscovery 使用者。Grant eDiscovery users access to all content in a web application by using web application user policy.

  2. 針對含有可探索內容的所有網站集合,新增 eDiscovery 使用者擔任網站集合管理員。Add eDiscovery users as site collection administrators for every site collection that contains discoverable content.

如果您的環境允許,建議您在 Web 應用程式層級授與權限。We recommend that you grant permissions at the web application level, if that is possible in your environment.

注意

因為 SharePoint Online 是託管服務,所以管理員無法直接存取 Web 應用程式。因此在 SharePoint Online 中,您必須針對含有可探索內容的所有網站集合,明確新增 eDiscovery 使用者擔任網站集合管理員。Because SharePoint Online is a hosted service, administrators cannot access web applications directly. Therefore, in SharePoint Online you must explicitly add eDiscovery users as site collection administrators on each site collection that contains discoverable content.

決定您要依 Web 應用程式或依網站集合授與權限。如果您要在 Web 應用程式層級授與權限,請識別您必須將存取權授與 eDiscovery 使用者的 Web 應用程式 (可能會是所有 Web 應用程式)。如果您要在網站集合層級授與權限,請識別 eDiscovery 使用者必須存取的網站集合,並記錄您的決策。Decide whether you will grant permissions by web application or by site collection. If you will grant permissions at the web application level, identify which web applications you will have to grant access to eDiscovery users. (It is likely that this will be all web applications.) If you will grant permissions at the site collection level, identify which site collections eDiscovery users will need access to and record your decisions.

一般而言,當您匯出 eDiscovery 的內容時,也會想匯出無法編製索引的內容清單。搜尋編目記錄檔會包含此資訊。因此,eDiscovery 使用者也必須具有搜尋編目記錄檔的存取權。Generally, when you export content for eDiscovery, you will also want to export a list of things that could not be indexed. The search crawl log contains this information. Therefore, eDiscovery users also have to have access to the search crawl log.

另請參閱See also

概念Concepts

SharePoint Server 的 eDiscovery 及就地保留概觀eDiscovery and in-place holds in SharePoint Server

在 SharePoint 中設定 eDiscoveryConfigure eDiscovery in SharePoint Server