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Manage jobs in eDiscovery (Premium)

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Here's a list of the jobs (which are typically long-running processes) that are tracked on the Jobs tab of a case in Microsoft Purview eDiscovery (Premium). These jobs are triggered by user actions when using and managing cases.

Job type Description
Adding data to a review set A user adds a collection to a review set. This job consists of two sub jobs:
  • Export - A list of items in the collection is generated.
  • Ingestion & Indexing - The items in the collection that match the search query are copied to an Azure Storage location (in a process called ingestion) and then those items in the Azure Storage location are reindexed. This new index is used when querying and analyzing items in the data set.
Adding data to another review set A user adds documents from one review set to a different review set in the same case. For more information, see Add data to a review set from another review set.
Adding non-Microsoft 365 data to a review set A user uploads non-Microsoft 365 data to a review set. The data is also indexed during this process. For example, files from an on-premises file server or a client computer are uploaded to a review set. For more information, see Load non-Microsoft 365 data into a review set.
Adding remediated data to a review set Data with processing errors is remediated and loaded back into a review set. For more information, see:
Comparing load sets A user looks at the differences between different load sets in a review set. A load set is an instance of adding data to a review set. For example, if you add the results of two different searches to the same review set, each would represent a load set.
Conversation reconstruction When a user adds the results of a search to a conversation review set, instant message conversations (also called threaded conversations) in services like Microsoft Teams are reconstructed in a PDF file. This job is also triggered when a user selects Action > Create conversation PDFs in a review set. For more information, see Review conversations in eDiscovery (Premium).
Converting redacted documents to PDF After a user annotates a document in a review set and redacts a portion of it, they can choose to convert the redacted document to a PDF file. This ensures that the redacted portion will not be visible if the document is exported for presentation. For more information, see View documents in a review set.
Estimating search results After a user creates and runs or reruns a collection estimate, the search tool searches the index for items that match the search query and prepares an estimate that includes the number and total size of all items by the search, and the number of data sources searched. For more information, see Collect data for a case.
Preparing data for export A user exports documents from a review set. When the export process is complete, they can download the exported data to a local computer. For more information, see Export case data.
Preparing for error resolution When a user selects a file and creates a new error remediation in the Error view on the Processing tab of a case, the first step in the process is to upload the file that has the processing error to an Azure Storage location in the Microsoft cloud. This job tracks the progress of the upload process. For more information about the error remediation workflow, see Error remediation when processing data.
Preparing search preview After a user creates and runs a new collection estimate (or reruns an existing collection estimate), the search tool prepares a sample subset of items (that match the search query) that can be previewed. Previewing search results help you determine the effectiveness of the search. For more information, see Collect data for a case.
Re-indexing custodian data When you add a custodian to a case, all partially indexed items in the custodian's selected data sources are reindexed by a process called Advanced indexing. This job is also triggered when you select Update index on the Processing tab of a case, and when you update the index for a specific custodian on the custodian properties flyout page. For more information, see Advanced indexing of custodian data.
Running analytics A user analyzes data in a review set by running eDiscovery (Premium) analytics tools such as near duplicate detection, email threading analysis, and themes analysis. For more information, see Analyze data in a review set.
Tagging documents This job is triggered when a user selects Start tagging job in the Tagging panel when reviewing documents in a review set. A user can start this job after tagging documents in a review set and then bulk-selecting them in the view document panel. For more information, see Tag documents in a review set.

Tip

If you're not an E5 customer, use the 90-day Microsoft Purview solutions trial to explore how additional Purview capabilities can help your organization manage data security and compliance needs. Start now at the Microsoft Purview compliance portal trials hub. Learn details about signing up and trial terms.

Job status

The following table describes the different status states for jobs.

Status Description
Submitted A new job was created. The date and time that the job was submitted is displayed in the Created column on the Jobs tab.
Submission failed The job submission failed. You should attempt to rerun the action that triggered the job.
In progress The job is in progress, you can monitor the progress of the job in the Jobs tab.
Successful The job was successfully completed. The date and time that the job completed is displayed in the Completed column on the Jobs tab.
Partially successful The job was successful. This status is typically returned when the job didn't find any partially indexed data (also called unindexed data) in some of the custodian data sources.
Failed The job failed. You should attempt to rerun the action that triggered the job. If the job fails a second time, we recommend that you contact Microsoft Support and provide the support information from the job.