Legal Hold Management

For legal reasons, you might need to temporarily hold particular archived data from retention management.

Proceed as follows to open legal hold management.

  1. Start transaction /DVD/RM.

  2. Double-click Legal hold management.

This area contains a list of already created legal holds. You can also drill down further to the document that is being held by clicking Display legal hold details in the toolbar.

Creating New Legal Holds

If you have already registered documents in retention management, you can create a legal hold for these documents. To create a new legal hold, start the legal hold transaction /DVD/RM_LH and click Create new legal hold.

Now you can fill out the selection for which you want to create a legal hold.

This selection contains the following parameters:

  • Content repository

  • Document

  • Archiving key

  • Archiving object

  • Document ID

  • Retention date

  • Legal entity

  • Created on

  • Creation user

  • Changed on

  • Change user

NOTE The function also supports test mode so that you can see how much data would be processed if you executed it in production mode.

Once the legal hold is created, the respective documents cannot be deleted. Documents cannot be re-registered either.

Releasing Legal Holds

If you have created a legal hold that you no longer require, proceed as follows to release it:

  1. Start transaction /DVD/RM_LH.

  2. Select the row of the legal hold that you want to release.

  3. In the toolbar, click Release legal hold.

  4. Click Yes.

The legal hold is released. Documents will be marked for deletion during the next execution of the retention scan.

NOTE One document can be held by multiple Legal holds, so it means it will be released only after the last of these Legal holds is released.

Deleting Legal Holds

When you release your legal hold, the release date will be set, but it will remain on the in the ALV grid in the main window. If you want to clean up this list, you can delete already released legal holds.

Proceed as follows to delete legal holds:

  1. Start transaction /DVD/RM_LH.

  2. Select the row of the legal hold that you want to delete.

  3. In the toolbar, click Delete released legal hold.

  4. Click Yes.

The legal hold is deleted.

Authorizations

To create, release and delete legal holds, you need to have the assigned authorization object /DVD/RM_R with the field REPORT filled with the value /DVD/RM_SET_LEGAL_HOLD.