Use the Process report in eDiscovery (preview)

Process report

eDiscovery (preview) includes a Process report that lists all process that count towards case process concurrency and daily limits in eDiscovery for a defined time period. eDiscovery administrators and eDiscovery Managers (preview) can access this report on the eDiscovery > Process report tab and can use this report to see the process activities across search activities and eDiscovery (preview) cases. eDiscovery Managers can view the processes usage cards at the top of the report, but the processes list is limited to the cases to which they're assigned.

Important

Processes listed on the report can't be deleted or removed. Long-running processes automatically time out after 7 days.

The process report summarizes the following key information for processes up to the last 30 days:

• All processes that are in progress or completed (successfully or with error) in a specified time range across eDiscovery areas.
• Insights into how far away your organization is from reaching process-related organization-wide limits.
• Creates a .csv report for the list of processes.
• Filters for process types, statuses, and for hours/days.
• Quick access to case/process pages by selecting case name links.

The following eDiscovery process types currently don't count towards the concurrency/daily limits and aren't shown in the report:

• Prepare for export
• Run analytics
• Tag Items
• Compare load sets
• Convert redacted items to PDF
• Prepare remediation

Note

Any processes included in the list view of the report and that have run for more than 24 hours do not contribute towards the concurrency/daily limits for your organization.

The following eDiscovery processes started in classic cases don't contribute to throttling limits and aren't reflected in the report. However, these processes started for cases in the New case format are included in the report:

• Adding non-Microsoft 365 data to a review set
• Adding remediated data to a review set
• Reindexing data
• Adding data to a review set
• Adding data to another review set

Process types and descriptions

Long-running processes are associated with specific processes that support cases and reporting in Microsoft Purview eDiscovery (preview). These processes are triggered for user actions when using and managing searches, review sets, and holds.

Process type	Area	Description
Add to review	Review set	A user adds search results to a review set or adds items into the review set from another review set. The items are copied to an Azure Storage location 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.
Applying or updating hold	Hold	A user places data sources on hold or updates a hold.
Export	Search Review set	A user exports documents from a search or a review set. When the export process is complete, they can download the exported data to a local computer.
Generate sample	Search	After a user creates and runs a new search estimate (or reruns an existing search 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.
Generate statistics	Search	After a user creates and runs or reruns a search 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.
Run analytics	Search	A user analyzes data in a review set by running eDiscovery analytics tools such as near duplicate detection, email threading analysis, and themes analysis.
Tag	Review set	This process is triggered when a user selects Start tagging process in the Tagging panel when reviewing documents in a review set. A user can start this process after tagging documents in a review set and then bulk-selecting them in the view document panel.

Process status

The following table describes the different status states for processes:

Status	Description
In progress	The process is in progress, you can monitor the progress of the process in the Process manager for the area.
Complete	The process was successfully completed.
Canceled	The process was canceled by the user.
Abandoned	The process was automatically stopped. This stoppage may be due to excessive processing time or other reasons.