Use Process managers in eDiscovery (preview)

Process managers are included for each of the primary areas in eDiscovery (preview). These managers allow you to view processes and associated information scoped to a specific area. Process managers are available by selecting Process manager in each of the following areas:

• Cases
• Searches
• Review sets
• Holds

Tip

Get started with Microsoft Copilot for Security to explore new ways to work smarter and faster using the power of AI. Learn more about Microsoft Copilot for Security in Microsoft Purview.

Process manager information

The Process manager for each area displays information about processes performed in that area. For example, if you export data from the review set, an Export process item is listed in the Process manager list for the review set, but not listed in the Process manager lists for searches and holds. Each Process manager contains the following information scoped to the associated area:

• Process type: The type of process.
• Status: The status of the process.
• Export name: The name of the export. For nonexport process types, this value is blank.
• Created: The date and time the process was created.
• Completed: The date and time the process was completed.
• Duration: The duration of the process.
• Created by: The user that created the process.

To customize the columns display for the Process manager, select Customize columns to choose the columns to display or drag and drop the columns in the list to reorder. To download the list of processes and the column information, select Download list to create a .csv file containing this information.

Grouping processes

When viewing a large list of processes for an area, it's often helpful to group process. Select Group to group review sets by the following parameters:

• None: Processes are ungrouped in the Process manager.
• Process type: Processes are grouped by the Process type values.
• Created by: Processes are grouped by the Created by values.

Process overview and settings

Select a process listed in the process manager for more information in the following areas:

• Overview tab: Lists a summary of information for the process. Includes a calculation for the time remaining to completion for in-progress processes. Select Download report to combine all Overview information into a single .csv file.
• Settings tab: Summarizes the Search & analytics setting options selected for the case.

Progress bar

When a process is selected in the Process manager, a progress bar is displayed that shows details about the current state of the process. For long-running processes, there are three phases:

• Assessment phase: In this phase, the progress is submitted and backend services assess the scope of the process. This includes examining the input conditions based on data sources, query, and relevant process settings. The service analyzes the scope of the work and identifies the number of locations and number of items for processing. During this phase, a completion estimate isn't available and a flashing progress bar is displayed. The progress bar displays the status of the assessment while the scope is calculated. When all locations and items are identified, the process transitions to the next phase.
• In progress phase: In this phase, the progress bar displays the current status, number of locations, and number of items for the process. An estimated completion and current elapsed time are displayed in hours, minutes, and seconds.
• Catch-up phase (optional): If there are locations or items with errors, processing is retried. The progress of the retires is displayed.

Download report

All processes support the ability to download a packaged summary CSV report. Depending on the process, the report may contain different CSVs.

• Summary CSV: Tracks the time the process started, when it ended, the number of total items or locations, and the user who submitted the process request.
• Settings CSV: Contains the enumerated settings parameter for the process and values.
• Statistics CSV: Contains all statistics details for the process, including all categories (if the setting was selected during process submission) such as sensitive information types, data type, and communication participants.
• Location CSV: Tracks all data sources and associated locations scoped for the process. Includes the user/group entity name, location (mailbox/site URL), and count returned for that location. Also includes the status of the location (success/error and error detail).
• Items CSV: Track all items processed, including information such as item ID, location of the item, subject/title of the item, item class/type, and success/error status.

The following table shows the process types and available CSV reports:

Process type	Summary	Settings	Statistics	Location	Items
Add to review
Apply hold/rerun policy
Export (review set)
Export (search)
Generate sample
Generate statistics
Redact
Tag