New eDiscovery Hold reports

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New eDiscovery Hold reports

Coming soon: For Microsoft Purview, Microsoft will release a tenant-wide Hold report in eDiscovery (Premium).

When this will happen:

General Availability (Worldwide): Microsoft will begin rolling out mid-May 2024 and expect to complete by early June 2024.

How this will affect your organization:

The Hold report in eDiscovery (Premium) will let users with eDiscovery Administrator and eDiscovery Manager permissions access a built-in report with information on all hold policies associated with eDiscovery cases in the Microsoft Purview compliance portal. This includes eDiscovery holds associated with eDiscovery (Standard) and eDiscovery (Premium) cases. The Hold report lists all locations that are part of a tenant’s hold policies (whether enabled or disabled). The Hold report currently doesn’t show custodian association for each data source but will show the location.

Your organization must have an organization subscription that supports Purview eDiscovery (Premium) to generate and access the Hold report. eDiscovery Managers can only view Hold reports related to the cases they are a member of.

The Hold report will be available under the Reports tab in eDiscovery (Premium):

admin settings

Use the Group option to group eDiscovery holds from eDiscovery (Standard) cases using group by Case Type. Use Customize options to select case type options and display Standard or Premium (case type column not shown here):

admin settings

What you need to do to prepare:

  • Assess if the rollout will change your organization’s eDiscovery workflow. If so, update internal documentation and provide training to all eDiscovery users in your organization.

Learn more

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