Create and manage eDiscovery cases
Intermediate
Administrator
Auditor
Microsoft Purview
Microsoft 365
Microsoft Purview eDiscovery provides a case-based structure for managing legal, compliance, and security investigations. Each case acts as a secure workspace for collecting, reviewing, and exporting relevant content. With configurable options for permissions, access, data sources, and analytics, cases help teams enforce control, maintain accountability, and tailor investigations to their organizational needs.
Learning objectives
After completing this module, you'll be able to:
- Configure prerequisites for using Microsoft Purview eDiscovery
- Create and manage eDiscovery cases for investigations
- Assign users and guest reviewers to cases with appropriate permissions
- Configure case-level settings for search, analytics, and review sets
Prerequisites
- Familiarity with the Microsoft Purview portal and role-based access control
- Basic understanding of organizational data governance and investigations