Making Settings for Legal Holds

In SAP NetWeaver ILM, you can put holds on the documents relevant to legal cases (BOR objects). To use E-Discovery to determine the relevant documents, you need to develop the corresponding selection programs and register them in Customizing.

When executing an E-Discovery run, the system first executes the selection program (for example, to find posting documents relating to a legal case) and then determines the related documents. You use the Document Relationship Browser to determine the related documents.

Procedure

1. Providing the E-Discovery Selection Program

Develop the required E-Discovery selection program. You can use the samples delivered by SAP as templates. The examples do not cover all cases you may encounter in practice.

SAP delivers the following E-Discovery selection programs as examples:

Sample selection programs for use in a live application system:
- REDIS_FI11 (settlement documents)
- REDIS_SD11 (sales documents)
- REDIS_SD12 (deliveries)
- REDIS_MM12 (purchase orders)
Use the CL_EDISC_REF_COLLECTOR class to implement your own E-Discovery selection programs. This class copies the object references found by the E-Discovery program to the corresponding legal case.
Sample selection program for use in an ILM Retention Warehouse system:
- REDIS_SD_RW
  
  Caution
  In the RW system, it is currently only possible to determine the document flow (linked documents) of the documents found by the selection program as part of a development project.
  
  End of the caution.

2. Registering the E-Discovery Selection Program

In the SAP NetWeaver Implementation Guide, choose Application Server Basis Services Information Lifecycle Management Retention Management Register E-Discovery Programs .
Enter the selection programs developed for E-Discovery into the list.