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You're reading from  Microsoft 365 Security, Compliance, and Identity Administration

Product typeBook
Published inAug 2023
PublisherPackt
ISBN-139781804611920
Edition1st Edition
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Author (1)
Peter Rising
Peter Rising
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Peter Rising

Peter Rising has over 25 years' experience in IT. He has worked for several IT solutions providers and private organizations in a variety of technical and leadership roles, with a focus on Microsoft technologies. Since 2014, Peter has specialized in the Microsoft 365 platform, focusing most recently on security and compliance in his role as a Consulting Services Manager for Insight. Peter is heavily involved in the wider Microsoft community and has been recognized by Microsoft as an MVP. He holds several Microsoft certifications, including MCSE: Productivity; Microsoft 365 Certified: Enterprise Administrator Expert; and Microsoft 365: Cybersecurity Architect Expert.
Read more about Peter Rising

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Managing eDiscovery cases

Now that you have created your eDiscovery (Premium) case with its base settings, you need to create the workflow for your case so it can search for content and return results for you to analyze, filter, and export. The process to follow as part of your eDiscovery (Premium) case workflow will consist of some or all of the following steps:

  • Add custodians to your case
  • Collect content from data sources
  • Create a collection and commit the content to a review set
  • Access, analyze, and filter data within your review set
  • Export and download your case data

We will now go through this process step by step by opening the case we created in the previous section and setting the required features.

Adding custodians

To add custodians to your case, complete the following tasks:

  1. From the Microsoft Purview compliance portal, open eDiscovery (Premium), as shown in the previous section, navigate to Cases, and click to open the case that...
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You have been reading a chapter from
Microsoft 365 Security, Compliance, and Identity Administration
Published in: Aug 2023Publisher: PacktISBN-13: 9781804611920

Author (1)

author image
Peter Rising

Peter Rising has over 25 years' experience in IT. He has worked for several IT solutions providers and private organizations in a variety of technical and leadership roles, with a focus on Microsoft technologies. Since 2014, Peter has specialized in the Microsoft 365 platform, focusing most recently on security and compliance in his role as a Consulting Services Manager for Insight. Peter is heavily involved in the wider Microsoft community and has been recognized by Microsoft as an MVP. He holds several Microsoft certifications, including MCSE: Productivity; Microsoft 365 Certified: Enterprise Administrator Expert; and Microsoft 365: Cybersecurity Architect Expert.
Read more about Peter Rising