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Litigation Hold and In-Place Hold in Exchange 2013 and Exchange Online

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In Exchange 2010 and Exchange Online, we introduced Litigation Hold to allow you to immutably preserve mailbox content to meet long term preservation and eDiscovery requirements. When a mailbox is placed on Litigation Hold, mailbox content is preserved indefinitely.

You can place a mailbox on Litigation Hold by using the Exchange Administration Center (EAC) or the Shell (set the LitigationHoldEnabled parameter). In Exchange 2010, you can also use the Exchange Management Console (EMC) to do this.

EAC-LitigationHold1
Figure 1: Enabling Litigation Hold for a mailbox using the EAC in Exchange 2013 and Exchange Online

EAC-LitigationHold2
Figure 2: Adding a note and a URL to inform & educate users placed on Litigation Hold

To preserve items for a specified period, we added the LitigationHoldDuration parameter to Exchange Online. This helps you meet your compliance needs by preserving all items in a mailbox for the specified duration, calculated from the date the item was created (date received in case of inbound email)

This functionality is also included in Exchange 2013, allowing you to preserve items for a fixed duration in your on-premises organization – one example of how developments in Exchange Online benefit Exchange Server on-premises.

In-Place Hold in Exchange 2013 and Exchange Online

In Exchange 2013 and the new Exchange Online, we introduced In-Place Hold, which allows more flexibility in preserving your data. Hold functionality is integrated with In-Place eDiscovery to allow you to search and preserve using a single wizard or a single cmdlet (New-MailboxSearch). You can use the In-Place eDiscovery & Hold wizard or the cmdlet to search for and preserve items matching your query parameters, known as a query-based In-Place Hold, preserve items for a specified period, known as a time-based hold, and also preserve everything indefinitely, which emulates the old Litigation Hold feature. Check out In-Place eDiscovery and In-Place Hold in the New Exchange - Part I and Part II for more info.

Using Litigation Hold in Exchange 2013 and Exchange Online

If you tried placing a mailbox on Litigation Hold using the EAC or the Shell, both the interfaces displayed an alert message with a recommendation to switch to the new In-Place Hold feature. This recommendation was also reflected in the product documentation.

EAC-LitigationHold3
Figure 3: Warning displayed when using Litigation Hold in the EAC in Exchange 2013

Litigation Hold isn't going away: Since the release of Exchange 2013 and the new Exchange Online, we've received a lot of questions and feedback from you about whether Litigation Hold will be removed. We want to clarify that we do not plan to remove Litigation Hold from Exchange Online or Exchange 2013. We've removed the alert from Exchange Online and in Exchange 2013 SP1. We've also removed the recommendation from Exchange Online and Exchange 2013 documentation.

Use the hold feature that best meets your needs

You can use either hold feature to preserve mailbox data in Exchange 2013 and Exchange Online, based on your preservation needs.

You want to…Use Litigation HoldUse In-Place Hold
Preserve all items in a mailboxYesYes.
To preserve all items, don’t specify any query parameters.
Preserve all items in a mailbox for a specific durationYes.
Specify the LitigationHoldDuration parameter for the mailbox using the Shell.
Yes.
Use a time-based In-Place Hold. Specify the duration in the In-Place Hold settings.
Preserve items matching query parametersNo.
Litigation Hold preserves all items.
Yes.
Use a query-based In-Place Hold. Specify query parameters such as start date, end date, sender, recipients and keywords.
Specify hold settings for members of a distribution groupYes.
Use the Get-DistributionGroupMembercmdlet in the Shell to pipe distribution group members to the Set-Mailbox cmdlet.1
Yes.
Easily specify distribution groups in the In-Place eDiscovery and Hold wizard in the EAC. 2
Max users on holdNo.
Litigation Hold is a mailbox parameter. No maximum limits apply. You can use the Shell to quickly place all users in an organization on hold.
You can specify a maximum of 5000 users per In-Place Hold object. To place additional users on hold, you must create another hold.
Place multiple holds on a mailboxNoYes.
You can place a user on multiple In-Place Holds, for example when a user is subject to multiple investigations or legal cases.
Make mailboxes inactive to preserve data in Exchange OnlineYes3Yes

1 Distribution group is expanded when you run the command. Future changes to the group require running the command again.
2 Distribution groups are expanded only when you create or refresh the In-Place Hold. Future changes to the group require refreshing the search object.
3 Inactive mailboxes is an Exchange Online feature. The linked documentation is being updated to clarify you can also use Litigation Hold to make a mailbox inactive.

Bharat Suneja


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