Summary

This chapter introduced the principles of eDiscovery in Microsoft Purview. We learned that we need to assign the eDiscovery Manager role to any users that we want to manage eDiscovery cases and that we can then create eDiscovery cases from the Microsoft Purview compliance portal. After creating an eDiscovery case, we learned how to associate custodians (users) and other data locations with our eDiscovery case and apply holds to content in these locations. Then, we examined how to create a collection, which is a search for content against the data sources we define, and commit those search results to a review set. Finally, the chapter demonstrated that once a review set is completed and available, we can preview the results and tag, annotate, filter, and export the results so they can be presented as part of regulatory processes or legal investigations.

In the next chapter, we will explore how to plan for regulatory compliance and privacy obligations within Microsoft Purview...