Advanced eDiscovery for your Office 365 dev/test environment

Summary: Configure and demonstrate Office 365 Advanced eDiscovery with sample data in your Office 365 dev/test environment.

Office 365 Advanced eDiscovery allows you to quickly find and analyze relevant information across the data that is stored in Office 365, including email and documents. This can save enormous amounts of time and expense, especially in litigation situations. For more information, see Office 365 Advanced eDiscovery.

With the instructions in this article, you create a small set of data for a fictional contract dispute and analyze it with Advanced eDiscovery.

Tip

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Phase 1: Create your Office 365 dev/test environment

If you just want to test Advanced eDiscovery in a lightweight way with the minimum requirements, follow the instructions in Phase 2 and Phase 3 of Office 365 dev/test environment.

If you want to test Advanced eDiscovery in a simulated enterprise, follow the instructions in DirSync for your Office 365 dev/test environment.

Note

Testing Advanced eDiscovery does not require the simulated enterprise environment, which includes a simulated intranet connected to the Internet and directory synchronization for a Windows Server AD forest. It is provided here as an option so that you can perform testing and experimentation in an environment that represents a typical organization.

Phase 2: Create example data for Advanced eDiscovery

In this procedure, you create email messages that will you later analyze in an Advanced eDiscovery case.

  1. Open Internet Explorer and sign in at https://outlook.com to the Outlook account you created in Phase 2 ofOffice 365 dev/test environment.

    • If you are using the lightweight dev/test environment, open a private session of Internet Explorer and sign in from your local computer.

    • If you are using the simulated enterprise dev/test environment, use the Azure portal (https://portal.azure.com) to connect to the CLIENT1 virtual machine, and then sign in from CLIENT1.

  2. On the Outlook Mail tab, click New.

  3. In To, type the email address of the User6 account of your trial subscription ( user6@. .onmicrosoft.com).

  4. For the subject, type Test email 1.

  5. In the body, type Tailspin contract draft, and then click Send.

  6. On the Outlook Mail tab, click New.

  7. In To, type the email address of the User6 account of your trial subscription.

  8. For the subject, type Test email 2.

  9. In the body, type Tailspin lunch meeting, and then click Send.

  10. On the Outlook Mail tab, click New.

  11. In To, type the email address of the User6 account of your trial subscription.

  12. For the subject, type Test email 3.

  13. In the body, type Tailspin contract disagreement, and then click Send.

  14. Click the user icon in the upper right corner, and then click Sign out.

  15. Open a new tab and sign in to the Office 365 portal (https://portal.office.com) with the account name and password of the User6 account of your trial subscription.

  16. On the Office 365 portal tab, click Mail.

  17. On the Mail - User6 - Outlook tab, verify that User6 received all three emails from the Outlook email account.

  18. Switch back to the Office 365 portal tab for User6.

  19. Click the user icon in the upper right corner, and then click Sign out.

In this procedure, you create two Word documents that will you will later analyze in an Advanced eDiscovery case.

  1. On the Office page, click Sign in, sign in with the credentials of your global administrator account.

  2. On a new tab, access the URL of your Production SharePoint site: https:// .sharepoint.com/sites/production

  3. On the Production site collection tab, under Documents, click New > Word Document.

  4. On the Word Online page, type Tailspin draft contract, wait until it displays Saved in the title, and then close the Word Online page tab.

  5. On the Production site collection tab, under Documents, click New > Word Document.

  6. On the Word Online tab, type Tailspin contract dispute notes, wait until it displays Saved in the title, and then close the Word Online tab.

  7. On the Production site collection tab, you should see Document and Document1 in the list of documents.

  8. Close the Production site collection tab.

Unfortunately, a contract dispute between your organization and Tailspin Toys has reached the point of legal action. In this procedure, you create and configure an Advanced eDiscovery case to search for and analyze email and documents that contain the text "Tailspin contract".

The process for using Advanced eDiscovery is the following:

  • Create a search in the Security & Compliance center, analyze its results, and then prepare the results for Advanced eDiscovery.

  • Create and configure a case in Advanced eDiscovery and analyze the search results.

In this procedure, you create a search in the Security & Compliance center for "Tailspin contract", look at the results, and then prepare the results for Advanced eDiscovery.

  1. From the Office 365 portal tab, click Admin.

  2. In the left navigation of the Admin center tab, click Admin centers > Compliance.

  3. On the Security & Compliance tab, click Permissions.

  4. In the Permissions list, double-click Organization Management.

  5. In the Role Group window, under Members, click the plus sign.

  6. In the Select Members window, double-click the name of your administrator account, and then click OK.

  7. In the Role Group window, click Save.

  8. In the Permissions list, double-click eDiscovery Manager.

  9. In the Role Group window, under eDiscovery Administrator, click the plus icon.

  10. In the Select Members window, double-click the name of your administrator account, and then click OK.

  11. In the Role Group window, click Save.

  12. In the left navigation, click Search & Investigation > Content search.

  13. Click the plus icon to add a search.

  14. In the New search window, type Tailspin contract search in Name.

  15. In Where do you want us to look?, click Search everywhere, select Exchange, SharePoint, and Public Folders, and then click Next.

  16. In What do you want us to look for?, type Tailspin contract, and then click Search.

  17. In the list of searches, click the Tailspin contract search name.

  18. In the Tailspin contract search pane, click Preview search results under Results. You should see a window listing the two documents on the Production SharePoint site ( Document and Document1) and the Test email 1 and Test email 3 emails to User6. Close the window.

  19. In the Content search pane, under Analyze results with Advanced eDiscovery, click Preview results for analysis.

  20. In the Prepare the search results for Tailspin contract search window, click Prepare and wait for it to complete.

In this procedure, you create a new case for Advanced eDiscovery and analyze the Tailspin contract search results.

  1. In the left navigation, click eDiscovery under Search & Investigation.

  2. In the eDiscovery pane, click Go to Advanced eDiscovery.

  3. In the Advanced eDiscovery tab, click the plus icon to add a new case.

  4. In the Add case pane, type Tailspin contract dispute in Name, and then click OK. Wait for the case to be created.

  5. Double click the Tailspin contract dispute case in the list.

  6. In the Container list, click the Tailspin contract search container, and then click Process. Wait for the processing to complete.

  7. When Process: completed appears at the bottom of the window, click Process summary in the left navigation to see a summary.

  8. In the top navigation, click Analyze.

  9. On the Setup page, under Themes, type 3 in Max number of themes.

  10. Click Analyze and wait for the analysis to complete. You should see a series of pie charts with analysis of the target population, documents, emails, and attachments. For more information, see Viewing Analyze results.

You can now use this environment to create new content, new searches and cases, and experiment further with Advanced eDiscovery in Office 365.

See Also

Cloud adoption Test Lab Guides (TLGs)

Base Configuration dev/test environment

Office 365 dev/test environment

DirSync for your Office 365 dev/test environment

Cloud App Security for your Office 365 dev/test environment

Cloud adoption and hybrid solutions

Office 365 Advanced eDiscovery