You logged into Purview eDiscovery and found yourself in a whole new user experience (UX). You have a priority hold or collection and need counsel’s buy in on the new search, hold, review and export options. Buried at the end of my Geek Guide page detailing the new portal UX changes is the list below of key decisions that impact even simple investigations. Send me any other decisions or observations so that the community can keep up with Microsoft’s pace of development.

Purview eDiscovery (Premium) Portal Decisions:

  • Integration of Content Search. Who are existing MIS or other stakeholders previously using Content Search and how to support them with dedicated cases?
  • Should you leave classic UX available?
  • Whether to use the privilege detection model?
    • If so, who pulls together the attorney email list from what source?
  • Can case owners override the tenant settings?
  • Default tenant wide query scope includes guest mailboxes, inactive mailboxes, group mailboxes and shared Teams channels?
  • Chat collections/exports to use 12-hour conversation chunks and export in HTML?
  • Default SharePoint, OneDrive and chat attachment version collection?
  • SharePoint, OneDrive folder hit expansion?
  • List hit expansion and attachments?
  • Do you use new SIT, Sensitivity levels and other metadata in collection workflow to segregate or tag them?
  • Do you download and store process management reports for tracking and defensibility?
    • If so, which reports and where to store them?

Greg Buckles wants your feedback, questions or project inquiries at Greg@eDJGroupInc.com. Book a free 15 minute ‘Good Karma’ call if he has availability. He solves problems and creates eDiscovery solutions for enterprise and law firm clients.

Greg’s blog perspectives are personal opinions and should not be interpreted as a professional judgment or advice. Greg is no longer an investigative journalist and all perspectives are based on best public information. Blog content is neither approved nor reviewed by any providers prior to being published. Do you want to share your own perspective? Greg is looking for practical, professional informative perspectives free of marketing fluff, hidden agendas or personal/product bias. Outside blogs will clearly indicate the author, company and any relevant affiliations. 

Greg’s latest nature, art and diving photographs on Instagram.

[instagram-feed num=1 imageres=thumb showfollow=true

0 0 votes
Article Rating