There are some properties that could enhance IPP and automate some activities that would otherwise require a lot of manual work


  1. Auto apply - It will automatically apply preservation when a legal hold is issued

  2. Add new data source for preservation - When a new data source is created, it will be added to the existing preservation plan

  3. DS configuration changes - if there are any changes to the DS configuration, our system will automatically re-apply the preservation


You can automatically preserve the Exterro In-Place Preservation (IPP) compliant data sources upon issuing a Legal hold by selecting the required data sources.



1. Auto-applying Preservation for Data Sources:


You can automatically preserve the Exterro In-Place Preservation (IPP) compliant data sources upon issuing a Legal hold by selecting the required data sources.


  1. From the home page, click .

  2. Navigate to In-Place Preservation tab.



  1. Click Preservation Settings.



  1. Click .

  • The Edit Auto Apply Preservation pop-up is displayed.

  1. Enable the auto-apply preservation checkbox.

  2. Select the data sources to be applied.

  3. Click .


The success message will be displayed as below.



2. Add newly identified data Sources:

Any new IPP-supported data sources added to the custodian associated with a Legal hold will be automatically added to the IPP plan without reissuing the hold.


Note: This is applicable only for the Custodian data sources.


Adding newly identified data sources:


  1. From the home page, click .

  2. Navigate to the In-Place Preservation tab.


  1. Click Preservation Settings.

  2. Click Add newly identified data source.



  1. Click .

  • The Add newly identified data source pop-up is displayed.



  1. Enable the auto-add new data source checkbox.


  • The Schedule section will be displayed in the Add newly identified data source pop-up.

  1. Select the Term durations.

  2. Provide the Repeat durations.

  3. Select the Schedule Time.

  4. Provide the recipient's email address in the Notify Email field.


Note: You can provide multiple email addresses with a comma (,) as a separator.


  1. Click .


The success message will be displayed as below.



Note:  You can click the Audit Log section to view the corresponding log details.


3. Automatic re-applying of preservation for data sources:


To automatically re-apply the preservation for Exterro In-Place Preservation data sources with either or both of the ‘User account’ name and ‘Inactive mailbox’ status configuration changes.


  1. From the home page, click .

  2. Navigate to the In-Place Preservation tab.



  1. Click Preservation Settings.

  2. Click Data Source Configuration Changes.



  1. Click .