Before we start, please not that if you want to see a table of contents for all the sections of this blog and their various Purview topics, you can locate the in the following link:
This document is not meant to replace any official documentation, including those found at docs.microsoft.com. Those documents are continually updated and maintained by Microsoft Corporation. If there is a discrepancy between this document and what you find in the Compliance User Interface (UI) or inside of a reference in docs.microsoft.com, you should always defer to that official documentation and contact your Microsoft Account team as needed. Links to the docs.microsoft.com data will be referenced both in the document steps as well as in the appendix.
All of the following steps should be done with test data, and where possible, testing should be performed in a test environment. Testing should never be performed against production data.
The Advanced eDiscovery (Aed) section of this blog series is aimed at legal and HR officers who need to understand how to perform a basic investigation.
This document is meant to guide an administrator who is “net new” to Microsoft E5 Compliance through the use of Advanced eDiscovery.
It is presumed that you already data to search inside your tenant.
We will only step through a basic eDiscovery case (see the Use Case section).
This document does not cover any other aspect of Microsoft E5 Compliance, including:
It is also presumed you are using an existing Information Types (SIT) or a SIT you have created for your testing.
If you wish to set up and test any of the other aspects of Microsoft E5 Compliance, please refer to Part 1 of this blog series (listed in the link below) for the latest entries to this blog. That webpage will be updated with any new walk throughs or Compliance relevant information, as time allows.
There are many use cases for Advanced eDiscovery. For the sake of simplicity, we will use the following: Your organization has a Human Resources investigation against a specific user.
This part of the blog is looking at the Review Sets tab, and how it should be used in an eDiscovery case.
You should review the previous parts of this eDiscovery blog series and be sure you have done them.
2. Let us take a tour of this interface. A ribbon across the top will show several options. Let us take a tour of this interface
a. The first ribbon across the top will show several options to narrow your results by Keyword, Date, Sender/Author, Subject/Title, and/or Tags
b. The second ribbon allows for actions against the data in the Review Set: Overview (Summary), Analytics, Actions (download, report, redaction, etc), Tags (legal), and Manage (the collected data).
Note: This solution is a sample and may be used with Microsoft Compliance tools for dissemination of reference information only. This solution is not intended or made available for use as a replacement for professional and individualized technical advice from Microsoft or a Microsoft certified partner when it comes to the implementation of a compliance and/or advanced eDiscovery solution and no license or right is granted by Microsoft to use this solution for such purposes. This solution is not designed or intended to be a substitute for professional technical advice from Microsoft or a Microsoft certified partner when it comes to the design or implementation of a compliance and/or advanced eDiscovery solution and should not be used as such. Customer bears the sole risk and responsibility for any use. Microsoft does not warrant that the solution or any materials provided in connection therewith will be sufficient for any business purposes or meet the business requirements of any person or organization.
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