After setting up Microsoft Purview eDiscovery (Premium) and assigning permissions to eDiscovery managers in your organization that will manage cases, the next step is to create and manage a case.. This article also provides a high-level overview of using cases to manage the eDiscovery (Premium) workflow for a legal case or other types of investigations.
After verifying the subscription and licensing requirements, you can assign permissions and configure organization-wide settings to get started using eDiscovery (Premium). Create and manage cases: Create cases to manage the eDiscovery (Premium) workflow for all legal and other types of investigations in your organization.
Learn How To Use Microsoft Purview eDiscovery Premium For Creating Cases!In the previous video in this series, we showed you how to set up roles and permissi...
Collect data within your Microsoft Purview boundary. Follow this step-by-step guide to learn how to create a case, identify and preserve data sources, create collections, and review and export case content with Microsoft Purview eDiscovery (Premium). Learn how Microsoft Legal is meeting modern e ...
Create a case. Let’s start by creating a case. Navigate to the Purview portal, eDiscovery, eDiscovery premium and select the ‘cases’ tab. Click ‘Create a case’. In the first screen, we have to create a name, description and Number for the case. The name and description speak for itself.
Create an eDiscovery (Premium) Case: Sign to the Microsoft Purview with Admin credentials. Navigate to eDiscovery (Premium) and create a new case. Add Members to the Case: Add members who need access to the case. Ensure they have the necessary permissions. Create a Collection: Within the case, create a collection to specify the search criteria.
In the eDiscovery (Standard) or eDiscovery (Premium) tool, click on “Create a case.” Name the case and provide a description to help team members understand the context and scope. Add members to the case, granting them appropriate permissions to search, access, and manage case data.
How to run an eDiscovery (Premium) case. In the next article, How to create an eDiscovery (Premium) case, I present how to run an eDiscovery (Premium) case and make use of all the premium features mentioned in the article above. Be sure to read it if you want to see the premium features in action.
NOTE: These commands create Advanced eDiscovery Cases. I will also not cover every command required as eDiscovery cases, actions, sources, and processes are different for each organization. There are many core PowerShell commands for creating and managing eDiscovery cases when using the Microsoft Graph PowerShell commands. They are:
Within the Case details page there is a toggle to enable or disable the eDiscovery (Premium) features. Figure 7: Screenshot displaying the 'Case settings' page for a content search case in Microsoft Purview compliance portal. It includes sections for Case details, Permissions, Data sources, Search & analytics, and Review sets. The Case details ...
On the eDiscovery (Premium) page, select the Cases tab, and then select Create a case. The New eDiscovery case flyout page is displayed. The Case format section on the Name and description page provides the option to create a case using the New (recommended) or Classic format.
Discover eDiscovery Premium: Your Guide To Getting Started Today!By popular demand, I'm taking a fresh look at Microsoft Purview eDiscovery Premium, and this...
Once the advanced search features are set up, you can continue setting up the eDiscovery case. The next step is making sure that all relevant data will not be deleted. Create holds to preserve content. Holds, also known as litigation holds are a way to preserve content – once you create them, they make sure no relevant data is deleted ...
How to create an eDiscovery Premium case? Step 1: Go to the Microsoft Purview portal and sign in. Step 2: Click “Premium Cases” under eDiscovery from the left-hand side menu bar. Step 3: Click “Cases” on the menu bar on the top and click “+ Create a case”.
Now, let us explore how to create a Compliance Boundary with eDiscovery Premium based on Multi-Geo for geographical locations. Note: At the time of writing, Security Filters can only be configured using PowerShell commands. Note: Downloads for all PowerShell Commands are at the bottom of this post. For the regions APAC & EMEA, we are going to create two Compliance Boundary Roles and the ...
Select Create case. On the Enter details to get started page, complete the following fields: Case name: give the case a name (required). The case name must be unique in your organization. Case description: Add an optional description to help others understand this case. Select Create to create the new case and start your investigation.
This article describes how to create and manage Microsoft Purview eDiscovery (Premium) cases. The first step is to create a case and start using eDiscovery (Premium) features and functionality.
Yes, you can absolutely upgrade license (E3/BP for standard eDiscovery or E5 for premium eDiscovery) or apply an add on license (E5 eDiscovery and Audit) strictly when needed, for eDiscovery. Make sure you have a retention policy in place so you have data to search. If users can delete and there is no retention, users WILL delete anything that ...
In this user guide for Microsoft Purview eDiscovery (Premium), you'll learn how to manage the end-to-end workflow to preserve, collect, analyze, review, and export content that's responsive to your organization's internal and external investigations.
