Putting Holds on Data for Legal Cases
The ILM component
Legal Case Management enables you to put holds on stored data that needs to remain available for legal cases. You can use E-Discovery to determine the relevant documents. By executing the relevant programs, you apply the holds to the stored data.
The holds prevent the deletion and destruction of data in the ILM store. However, you cannot prevent the deletion of data from the database of the application system.
Application Area of the Holds
In a live application system, you can apply legal holds to the following data categories:
BOR objects from the ILM store and the database
Attachments that are linked to BOR objects (automatic hold using BOR objects)
Documents that are not linked to a BOR object
ILM Legal Case Management uses the functions of the
Case Management component, for example, creating and finding legal cases.
You have installed
Case Managementand implemented the selection programs required for E-Discovery.
For more information, see Making Settings for Legal Holds.
To enable access to stored documents with E-Discovery, you have ensured that the archive infostructures of the affected ILM objects have been activated.
For more information, see Providing Archive Infostructures for Data Access.
1. Create a Legal Case
ILM Retention Management Cockpitfor administrators, choose .
In the system, you can also use transaction
SCASEto call the function.
Create the header data for the legal case.
You use the priority and the status of a legal case as selection criteria.End of the note.
Save the legal case.
2. Define Legal Holds
a. Use E-Discovery to Determine Document Flow
Open the legal case as follows:
Enter the search criteria and choose
Select a legal case (double-click)
Select the object type for which you want to execute E-Discovery.
E-Discoveryand enter the following data:
Program: Enter the name of the E-Discovery selection program.
Function Modulefor postprocessing; SAP supplies the function module
SLH_DRF_EDISCOVERfor this purpose. It uses the corresponding E-Discovery report to determine all linked BOR objects.
Save your entry.
On the selection screen for E-Discovery, enter the search criteria and select
To start postprocessing, select
Executefrom the list of results.
b. Assign Legal Holds to Legal Cases
To assign the data, which is to have a legal hold put on it, to a legal case, choose
Optional: Edit the list of locked BOR objects. You can add entries (
Add Objects) or delete entries from the list (physical objects are not deleted).
3. Apply Legal Holds to Data
If you have defined a legal hold for a BOR object that has not yet been archived and want to archive the BOR object at a later time, the system applies the hold in the ILM store at the time of the deletion run.
To apply the holds to archived BOR objects or ArchiveLink references (in the ILM store), regularly schedule the following programs in SAP background processing:
For BOR objects:
For references to ArchiveLink documents:
You can also call up the programs mentioned above in the section on
4. Remove Legal Holds
Open the legal case as described above and switch on the change mode.
To remove holds, use the following options as required:
To remove an object that has a hold on it from the list, select the line and choose
Delete Selected Rows.
To delete the complete legal case with all holds, select
Deleteand confirm that this is what you want to do.
Alternatively, you can set the status of the legal case to
Editing CompleteBy doing so, the legal case continues to exist (without holds).
Was this page helpful to you?
Do you have any additional feedback?If you want us to get back to you, please enter your email address.
The following content is not part of SAP product documentation. For more information, see the following disclaimer .
Use the SAP Community Network (SCN) to find additional help content, such as discussions and blogs. You can also ask questions and get help from experts there. To explore available contributions, click Search contribution in SCN.
Experts can share their tips in the "Discuss this page" section below.