OpenText Information Archive - OpenText Legal Hold Integration and Automation

Common Integration Use Cases Between OpenText Information Archive and OpenText Legal Hold

1. Automatic Legal Hold on Archived Records

When a litigation matter is opened in OpenText Legal Hold, the system can identify relevant archived content in OpenText Information Archive and place it under hold automatically. This prevents deletion or disposition of records that may be needed for legal review.

• Data flow: OpenText Legal Hold to OpenText Information Archive
• Business value: Reduces risk of accidental deletion and ensures preservation of evidence across archived data sets
• Typical users: Legal, compliance, and records management teams

2. Custodian and Matter-Based Archive Search

Legal teams can use custodian lists and matter details from OpenText Legal Hold to search OpenText Information Archive for relevant emails, documents, and records tied to specific employees, departments, or time periods. This supports faster identification of potentially responsive content.

• Data flow: OpenText Legal Hold to OpenText Information Archive
• Business value: Speeds up early case assessment and reduces manual search effort
• Typical users: Legal operations, eDiscovery teams, outside counsel support

3. Hold Status Synchronization for Retention Suspension

OpenText Information Archive can receive hold status updates from OpenText Legal Hold so that retention and disposition policies are suspended for affected content. Once the hold is released, normal retention schedules can resume automatically.

• Data flow: Bi-directional
• Business value: Ensures policy enforcement is aligned with legal obligations and reduces compliance gaps
• Typical users: Records management, legal, IT governance

4. Archived Content Preservation During Legacy System Decommissioning

When legacy applications are retired and their data is moved into OpenText Information Archive, OpenText Legal Hold can apply holds to specific archived datasets, cases, or custodians before the source system is decommissioned. This preserves legally relevant records without keeping the old system online.

• Data flow: OpenText Information Archive to OpenText Legal Hold
• Business value: Lowers infrastructure cost while maintaining defensible preservation for litigation and investigations
• Typical users: IT, legal, compliance, application owners

5. Disposition Block for Archived Data Under Review

Before OpenText Information Archive executes scheduled disposition, it can check with OpenText Legal Hold to confirm whether any records are subject to active holds. If a hold exists, disposition is blocked for those items while the rest of the archive continues on schedule.

• Data flow: OpenText Information Archive to OpenText Legal Hold
• Business value: Prevents premature deletion and supports defensible records management
• Typical users: Records administrators, compliance officers

6. Matter Closure and Hold Release Workflow

When a legal matter is closed in OpenText Legal Hold, the release event can trigger OpenText Information Archive to restore normal retention rules for the associated archived content. This creates a controlled end-to-end process from preservation to disposition.

• Data flow: OpenText Legal Hold to OpenText Information Archive
• Business value: Reduces manual follow-up and shortens the time to return records to standard lifecycle management
• Typical users: Legal, records management, compliance

7. Audit and Chain of Custody Reporting for Archived Holds

OpenText Information Archive can provide archived content metadata, retention history, and disposition events to OpenText Legal Hold for matter reporting and audit support. This helps legal teams demonstrate that relevant information was preserved and managed appropriately throughout the hold lifecycle.

• Data flow: OpenText Information Archive to OpenText Legal Hold
• Business value: Strengthens defensibility, audit readiness, and regulatory reporting
• Typical users: Legal, audit, compliance, governance teams