WWL Tenants - Terms of use

If you are being provided with a tenant as a part of an instructor-led training delivery, please note that the tenant is made available for the purpose of supporting the hands-on labs in the instructor-led training.

Tenants should not be shared or used for purposes outside of hands-on labs. The tenant used in this course is a trial tenant and cannot be used or accessed after the class is over and are not eligible for extension.

Tenants must not be converted to a paid subscription. Tenants obtained as a part of this course remain the property of Microsoft Corporation and we reserve the right to obtain access and repossess at any time.

Exercise 3 skilling tasks

Your task is to create and manage eDiscovery cases that meet the investigation criteria:

Create a new eDiscovery case: Set up a new case to begin your investigation.
Add custodians to the case: Include relevant individuals who may have pertinent data.
Create and run a collection estimate: Analyze data volume and relevance for the investigation.
Review and refine the collection estimate: Ensure the collection meets your criteria.
Commit the collection to a review set: Prepare the data for detailed analysis.
Export the search results: Save the collected data for further review and compliance purposes.

Note: This lab assumes access to an M365 E5 tenant with data to explore to conduct an investigation. You can still walk through this exercise without data, but collections and review sets will yield no results.

Task 1 - Grant permissions for eDiscovery (Premium)

To export files, you need specific permissions due to the direct access this option grants to user files.

In Microsoft Edge, navigate to the Microsoft Purview portal, https://purview.microsoft.com, and log in.
Select the Settings from the left navigation pane.
On the left navigation pane, expand Roles and scopes and select Role groups.
On the Role groups for Microsoft Purview solutions select eDiscovery Manager.
On the eDiscovery Manager fly-out page on the right, select Edit.
On the Manage eDiscovery Manager page, select Choose users.
On the Choose users fly-out page on the right, select the user you will be using to conduct the eDiscovery investigation in the next steps, then select Select.

Note: Ensure you select the user that will be reviewing data and exporting search results.
Back on the Manage eDiscovery Manager page, select Next.
On the Manage eDiscovery Administrator page, select Next.
On the Review the role group and finish page, select Save to add your user to the eDiscovery Manager role group.
Once you’ve successfully added the users, select Done on the You successfully updated the role group page.

You have successfully granted the eDiscovery Manager permission.

Task 2 - Create an eDiscovery (Premium) case

Now that you have the necessary permissions, you can create a new eDiscovery case to begin your investigation.

In Microsoft Purview, select Solutions > eDiscovery.

This will take you directly to the Classic experience of eDiscovery (Premium).
On the eDiscovery (Premium) page, select the tab for Cases, then select + Create a case.
On the Name your case fly-out page on the right, enter:
- Name: Legal Investigation 2024
- Description: eDiscovery case for the 2024 legal investigation involving relevant emails and documents.
Select Next.
On the Add team members and configure settings page, ensure to add the user that will be conducting the investigation, and select Next.
On the Review your case page, select Submit, then select Done.

You have successfully created a new eDiscovery case named Legal Investigation 2024.

Task 3 – Add custodians to the case

Now that your case is created, you need to add custodians. Custodians are individuals who might possess relevant information for the investigation.

After creating the case in the previous task, you should be in the Overview tab of the Legal Investigation 2024 case.
Select the Data sources tab from the top navigation, then select Add data source > Add new custodians.
On the New custodian fly-out page, under Select custodian add custodians to your case, then select Next.
On the Hold settings page, ensure the custodians you added in the previous step are selected to place on hold.
On the Review your custodians page, select Submit, then select Done once your new custodians are created.

You have successfully added custodians to the Legal Investigation 2024 case.

Task 4 – Create and run a collection estimate

With custodians added, you can now run a collection estimate to get an overview of the data volume and relevance.

After adding custodians to the case in the previous task, you should still be in the Data sources tab of the Legal Investigation 2024 case.
Select the Collections tab from the top navigation, then select + New collection.
In the New collection configuration, give the collection a Name and description. Enter:
- Name: Legal Data Collection
- Description: Collecting emails and documents relevant to the 2024 legal investigation.
Select Next.
On the Choose custodial data sources, select + Select custodians.
On the Select custodians fly-out page on the right, add the custodians that were added to the case in the previous task, then select Add.
Back on the Choose custodial data sources page, select Next.
On the Choose non-custodial data sources, select Next.
On the Additional locations set the status to On for these locations:
- Exchange mailboxes
- Exchange public folders
Select Next.
On the Define your search query page, use the query builder to build a search to find content relevant to the case:
- Use the AND operator to search for Keywords that are Equal to legal.
Note: You might need to delete the option to Select a filter after creating the search query to find keywords that equal legal. If this option is present, it prevents you from adding the subgroup in the next step.
- Select Add a subgroup.
- Use the OR operator to search for Keywords that are Equal to contract.
Select Next.
On the Review your collection and create it page, select Submit, then select Done on the New collection created page.
Back on the Collections page, review the progress of your collection estimate. Use the Refresh button to refresh the page and check the status of the collection estimate. Once the status of your estimate updates to Estimated, and the Preview status updates to Successful, your collection estimate is complete.

Tip: Once your collection estimate is complete, feel free to experiment building different queries or using the KQL editor for more advanced searches. To do this, select the checkbox to the left of the collection estimate and select Edit collection. This will take you directly to the Define your search query page. You can modify your query and submit a new collection estimate to explore how your query changes your collection estimate.
Select the Legal Data Collection and explore the collection estimate.
- Summary tab: Provides an overview of collection statistics, including items retrieved, locations with hits, and file types.
- Data sources tab: Displays information about custodial and non-custodial data sources included in the collection.
- Search statistics tab: Shows detailed statistics from the last collection estimate, including the number of items and data volume.
- Collection options tab: Lists and explains the different options available when configuring a collection, such as including cloud attachments and conversation threads.

You have successfully created and reviewed a collection named Legal Data Collection.

Task 5 - Commit the collection to a review set

Once the collection is satisfactory, commit it to a review set for detailed analysis.

After creating the collection estimate in the previous task, you should still be in the Collections tab of the Legal Investigation 2024 case.
Select the Legal Data Collection collection.
On the Legal Data Collection fly-out page on the right, select Commit collection.
On the Commit items to a review set page, ensure the Add to new review set option is selected, and name it Legal Case Review.
Leave the other defaults selected and select Commit to commit the collection to a review set.

You have successfully committed the collection to a review set.

Task 6 – Explore the review set

After committing the collection to a review set in the previous task, you should still be in the Collections tab of the Legal Investigation 2024 case.
Select the Review sets tab from the top navigation, then select the newly created Legal Case Review review set.
On the Legal Case Review fly-out page on the right, select Open review set at the bottom of the page.
Explore what you can do with items in your review set:
1. Filters: Allows you to apply conditions to narrow down the items displayed in the review set.
2. Tag: Enables you to label documents with specific tags for better organization and identification.
3. Group: Lets you organize review set content by related items such as families or conversations.
4. View Source: Provides a rich view of the selected document, displaying it in its original format.
5. View Plain text: Shows the extracted text of a document, ignoring embedded images and formatting.
6. Annotate: Allows users to apply markups, redactions, and other annotations on the document.
7. View Metadata: Displays various metadata associated with the selected document for detailed insights.
Once you’ve explored your review set, you can export items for further analysis.

You have successfully opened and reviewed your review set.

Task 7 - Export the search results

To save your work and enable further analysis, you will export the search results.

You should still be in the Legal Case Review review set in eDiscovery (Premium).
Select the checkbox next to the items you wish to export for further analysis.
Select the drop down for Actions > Export.
On the Export options fly-out page on the right, enter:
- Export name: LegalCaseExport_July2024
- Description: Export of relevant emails and documents for the July 2024 legal case investigation.
- Export these documents: Selected documents only
- Expand selection: None
- Output options: Condensed directory structure
Select the Export button at the bottom of the fly-out page.
You should get a notification stating A job has been created to export your review set. Select OK on this notification.
To access your exported review set, expand Premium Cases from the left navigation pane, then select Cases. Select the Legal Investigation 2024 case then the Exports tab from the top navigation.
Select the LegalCaseExport_July2024 export.
On the LegalCaseExport_July2024 fly-out page on the right, select the checkbox next to the left of each exported file and select Download. This will download a .csv summary and a zip file of exported items.

Tip: You might need to disable your pop-up blocker to successfully download exported files.

You have successfully exported the search results for review.