Create a content search
Microsoft 365 compliance is now called Microsoft Purview and the solutions within the compliance area have been rebranded. For more information about Microsoft Purview, see the blog announcement and the What is Microsoft Purview? article.
You can use the Content search eDiscovery tool in the Microsoft Purview compliance portal to search for in-place content such as email, documents, and instant messaging conversations in your organization. Use this tool to search for content in these cloud-based Microsoft 365 data sources:
Exchange Online mailboxes
SharePoint Online sites and OneDrive for Business accounts
Microsoft 365 Groups
After you run a search, the number of content locations and an estimated number of search results are displayed on the search flyout page. You can quickly view statistics, such as the content locations that have the most items that match the search query. After you run a search, you can preview the results or export them to a local computer.
Before you run a search
To access to the Content search tool in the compliance portal (to run searches and preview results and export results), an administrator, compliance officer, or eDiscovery manager must be a member of the eDiscovery Manager role group in the compliance portal. For more information, see Assign eDiscovery permissions.
In an Exchange hybrid deployment, you can't use the Content search tool to search emails in on-premises mailboxes. You can only use the tool to search cloud-based mailboxes.
In an Exchange hybrid deployment, you can search for Teams chat data in on-premises mailboxes. For more information, see Teams chat data for on-premises users.
Create and run a search
Go to https://compliance.microsoft.com and sign in using the credentials of an account that's been assigned the appropriate permissions.
In the left navigation pane of the compliance portal, click Content search.
On the Content search page, click New search.
Type a name for the search, an optional description that helps identify the search. The name of the search must be unique in your organization.
On the Locations page, choose the content locations that you want to search. You can search mailboxes, sites, and public folders.
Exchange mailboxes: Set the toggle to On and then click Choose users, groups, or teams to specify the mailboxes to place on hold. Use the search box to find user mailboxes and distribution groups. You can also search the mailbox associated with a Microsoft Team (for channel messages), Office 365 Group, and Yammer Group. For more information about the application data stored in mailboxes, see Content stored in mailboxes for eDiscovery.
SharePoint sites: Set the toggle to On and then click Choose sites to specify SharePoint sites and OneDrive accounts to place on hold. Type the URL for each site that you want to place on hold. You can also add the URL for the SharePoint site for a Microsoft Team, Office 365 Group, or Yammer Group.
Exchange public folders: Set the toggle to On to put all public folders in your Exchange Online organization on hold. You can't choose specific public folders to put on hold. Leave the toggle switch off if you don't want to put a hold on public folders.
Keep this checkbox selected to search for Teams content for on-premises users. For example, if you search all Exchange mailboxes in the organization and this checkbox is selected, the cloud-based storage used to store Teams chat data for on-premises users will be included in the scope of the search. For more information, see Search for Teams chat data for on-premises users.
On the Define your search conditions page, type a keyword query and add conditions to the search query if necessary.
Specify keywords, message properties such as sent and received dates, or document properties such as file names or the date that a document was last changed. You can use more complex queries that use a Boolean operator, such as AND, OR, NOT, and NEAR. If you leave the keyword box empty, all content located in the specified content locations is included in the search results. For more information, see Keyword queries and search conditions for eDiscovery.
Alternatively, you can click the Show keyword list checkbox and the type a keyword in each row. If you do this, the keywords on each row are connected by a logical operator (c:s) that is similar in functionality to the OR operator in the search query that's created.
Why use the keyword list? You can get statistics that show how many items match each keyword. This can help you quickly identify which keywords are the most (and least) effective. You can also use a keyword phrase (surrounded by parentheses) in a row. For more information about the keyword list and search statistics, see Get keyword statistics for searches.
To help reduce issues caused by large keyword lists, you're limited to a maximum of 20 rows in the keyword list.
You can add search conditions to narrow a search and return a more refined set of results. Each condition adds a clause to the search query that is created and run when you start the search. A condition is logically connected to the keyword query (specified in the keyword box) by a logical operator (c:c) that is similar in functionality to the AND operator. That means that items have to satisfy both the keyword query and one or more conditions to be included in the results. This is how conditions help to narrow your results. For a list and description of conditions that you can use in a search query, see Search conditions.
Review the search settings (and edit if necessary), and then submit the search to start it.
To access this content search again or access other content searches listed on the Content search page, select the search and then click Open.
Here's a list of next steps to perform after you create and run a Content search.
For more information about Content search, such as searching for content in different Microsoft 365 services, see Feature reference for Content search.
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