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Configure review set grouping settings for eDiscovery (Premium) cases

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Tip

eDiscovery (preview) is now available in the new Microsoft Purview portal. To learn more about using the new eDiscovery experience, see Learn about eDiscovery (preview).

You can configure grouping settings for each Microsoft Purview eDiscovery (Premium) case to control how the data in a review set is grouped and displayed. Turning on the Enable group setting is only available for review sets in cases created in your organization after March 15, 2023.

Depending when the case is created, items in a review set can be grouped in two ways:

  • Group review set items by Group ID and Thread ID: When enabled, review set items are grouped by Group ID and Thread ID. This setting is the default for all cases created after March 15, 2023.
  • Group review set items by Family ID and Conversation ID: When disabled, review set items are grouped by Family ID and Conversation ID. This setting is the default for all cases created before March 15, 2023.

For more information about review set grouping, see Group and view 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.

Configure review set grouping settings for a case

To configure review set grouping settings for a case:

Note

For a limited time, this classic eDiscovery experience is also available in the new Microsoft Purview portal. Enable Compliance portal classic eDiscovery experience in eDiscovery (preview) experience settings to display the classic experience in the new Microsoft Purview portal.

  1. On the eDiscovery (Premium) page, select the case.
  2. On the Settings tab, under Review sets, choose Select.
  3. On the Review sets page, select the Enable group toggle to enable grouping review set items by Group ID and Thread ID.

Note

For cases created before March 15, 2023, the Enable group toggle is disabled. Item grouping in review sets for these cases is based on Family ID and Conversation ID.