How to Work With Creating Holds SharePoint 2010

Create a New Hold Item in the Hold List

We can create a SharePoint hold, which is to be used to associate content held for review.

1. Use Internet Explorer to navigate to your web application
2. Open Site Settings by clicking "Site Actions | Site Settings".
3. Click the Hold link located in the Hold and eDiscovery section.
   
   
4. Click the Add new item
5. Enter the title of Blue Yonder Litigation Case, a description value, and select a manager for the hold.
   
   
   
6. Click the Save button to save the new hold.

Define an eDiscovery Search and Assign the Results to the Hold

1. Use Internet Explorer to navigate to your site.
2. Open Site Settings by clicking "Site Actions | Site Settings".
3. Click the Discover and hold content link located in the Hold and eDiscovery section. This opens the Search and Add to Hold page.
4. The site collection's top-level site is pre-populated. Enter the search term Mysite.
   
   
   
5. Click the Preview Results button and verify that the results contain Mysite.
6. Close the Preview page.
7. Scroll to the Relevant Hold section in the Search and Add to hold page.
8. Select from the drop down box in the Select the hold to apply drop-down box.
9. Click the Add Results to hold button to associate the eDiscovery search. The results will not be added to the hold until the ___
   
   
   
10. Click the OK button on the Operation Completed Successfully page.
11. Click the Cancel button to exit the Search and Add to Hold page.

Manually Add Content to a Hold

1. Open the site in the browser
   
   
   
2. Click the document link to open the document set.
3. Locate the document within the document set. Hover your mouse over the document name and select Compliance Details.
   
   
   
4. Click the Add/Remove from hold link.
   
   
   
5. Select the Add to a hold option.
6. Select Contoso: Blue Yonder Litigation Case.
   
   
   
7. Click the Save button.

Review the Content Associated with the Hold

1. Open the SharePoint 2010 Central Administration website by navigating to "Start | All Programs | Microsoft SharePoint 2010 Product | SharePoint 2010 Central Administration".
2. Click the Check Job Status link.
   
   
   
3. Click the Job Definitions link located in the left-hand navigation control.
   
   
   
4. Using the arrow buttons located at the bottom of the Job Definition page, scroll down until the Hold Processing and Reporting job description for the Intranet is located.
   
   
   
5. Click the Hold Processing and Reporting link to display the job details.
6. Click the Run Now button.
7. Exit Central Administration.
8. In the Contoso Intranet portal click "Site Actions | Site Settings".
9. Click the Hold Reports link.
   
   
   
10. Locate the document, hold report, in the list and click the title to open the report.
    
    
    
11. Review the hold report. Notice there is only one item associated with the hold. Until the hold is processed at night the results from the eDiscovery search are not included in the hold. After the eDiscovery search is processed the hold includes the eDiscovery results.