check before: 2025-03-15
Product:
eDiscovery, Purview Communication Compliance
Platform:
Online, US Instances, Web, World tenant
Status:
Rolling out
Change type:
Admin impact, New feature, Updated message, User impact
Links:
Details:
Summary:
Several enhancements to the modernized eDiscovery experience in Microsoft Purview compliance portal include case level data source view, enhanced search and hold capabilities, retry failed locations, and detailed process reports. Rollout begins mid-March 2025 and completes by late June 2025. Internal documentation updates may be needed.
Details:
Updated June 4, 2025: We have updated the timeline below. Thank you for your patience.
We are excited to announce several enhancements to the recently launched modernized eDiscovery experience. These updates include:
Case Level Data Source View: Users can now access the case level data source view, which allows them to add data sources to the current case. These sources can be utilized in any searches or holds within the case.
Enhanced Search and Hold Capabilities: Users will have the ability to duplicate a search, create a search from an existing hold, or create a hold from an existing search within the current case.
Retry Failed Locations: The search statistics view now includes the option to retry failed locations, providing a more comprehensive search estimate.
Detailed Process Reports: We are adding information related to compliance boundaries, case/export/search names, and decryption settings into the relevant process report CSVs.
This message is associated with Microsoft 365 Roadmap ID 482558.
[When this will happen:]
General Availability (Worldwide, GCC, GCC High, DoD): We will begin rolling out mid-March 2025 and expect to complete by late June 2025 (previously late May).
Change Category:
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Scope:
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Release Phase:
General Availability
Created:
2025-03-06
updated:
2025-06-05
Task Type
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Docu to Check
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MS How does it affect me
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MS Preperations
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MS Urgency
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MS workload name
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linked item details
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summary for non-techies**
The recent updates to the Microsoft Purview compliance portal enhance the eDiscovery process by providing a case-level data source view, allowing retries for failed locations, enabling search duplication, and offering detailed process reports, with these changes rolling out from mid-March to late June 2025.
Direct effects for Operations**
Enhanced Search and Hold Capabilities
Without preparation, users may struggle to adapt to the new search and hold functionalities, leading to confusion and potential errors in eDiscovery processes.
- roles: eDiscovery Users, Compliance Officers
- references: https://learn.microsoft.com/purview/edisc?view=o365-worldwide, https://www.microsoft.com/microsoft-365/roadmap?filters=&searchterms=482558
Detailed Process Reports
The introduction of detailed process reports may overwhelm users unfamiliar with the new data, resulting in misinterpretation of compliance information and potential compliance risks.
- roles: Compliance Officers, IT Administrators
- references: https://learn.microsoft.com/purview/edisc?view=o365-worldwide, https://www.microsoft.com/microsoft-365/roadmap?filters=&searchterms=482558
Configutation Options**
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Data Protection**
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explanation for non-techies**
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** AI generated content. This information must be reviewed before use.
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change history
| Date | Property | old | new |
| 2025-06-05 | MC Last Updated | 05/08/2025 17:59:07 | 2025-06-04T23:50:13Z |
| 2025-06-05 | MC Messages | Updated May 7, 2025: We have updated the timeline below. Thank you for your patience.
We are excited to announce several enhancements to the recently launched modernized eDiscovery experience. These updates include: Case Level Data Source View: Users can now access the case level data source view, which allows them to add data sources to the current case. These sources can be utilized in any searches or holds within the case. Enhanced Search and Hold Capabilities: Users will have the ability to duplicate a search, create a search from an existing hold, or create a hold from an existing search within the current case. Retry Failed Locations: The search statistics view now includes the option to retry failed locations, providing a more comprehensive search estimate. Detailed Process Reports: We are adding information related to compliance boundaries, case/export/search names, and decryption settings into the relevant process report CSVs. This message is associated with Microsoft 365 Roadmap ID 482558. [When this will happen:] General Availability (Worldwide, GCC, GCC High, DoD): We will begin rolling out mid-March 2025 and expect to complete by late May 2025 (previously late April). | Updated June 4, 2025: We have updated the timeline below. Thank you for your patience.
We are excited to announce several enhancements to the recently launched modernized eDiscovery experience. These updates include: Case Level Data Source View: Users can now access the case level data source view, which allows them to add data sources to the current case. These sources can be utilized in any searches or holds within the case. Enhanced Search and Hold Capabilities: Users will have the ability to duplicate a search, create a search from an existing hold, or create a hold from an existing search within the current case. Retry Failed Locations: The search statistics view now includes the option to retry failed locations, providing a more comprehensive search estimate. Detailed Process Reports: We are adding information related to compliance boundaries, case/export/search names, and decryption settings into the relevant process report CSVs. This message is associated with Microsoft 365 Roadmap ID 482558. [When this will happen:] General Availability (Worldwide, GCC, GCC High, DoD): We will begin rolling out mid-March 2025 and expect to complete by late June 2025 (previously late May). |
| 2025-06-05 | MC End Time | 07/25/2025 09:00:00 | 2025-08-11T09:00:00Z |
| 2025-06-05 | MC Summary | Microsoft Purview compliance portal is introducing enhancements to the modern eDiscovery experience, including case level data source view, enhanced search and hold capabilities, retry failed locations, and detailed process reports. These updates will roll out from mid-March 2025 to late May 2025. Internal documentation may need updates. | Several enhancements to the modernized eDiscovery experience in Microsoft Purview compliance portal include case level data source view, enhanced search and hold capabilities, retry failed locations, and detailed process reports. Rollout begins mid-March 2025 and completes by late June 2025. Internal documentation updates may be needed. |
| 2025-05-09 | MC Messages | Updated May 7, 2025: We have updated the timeline below. Thank you for your patience.
We are excited to announce several enhancements to the recently launched modernized eDiscovery experience. These updates include: Case Level Data Source View: Users can now access the case level data source view, which allows them to add data sources to the current case. These sources can be utilized in any searches or holds within the case. Enhanced Search and Hold Capabilities: Users will have the ability to duplicate a search, create a search from an existing hold, or create a hold from an existing search within the current case. Retry Failed Locations: The search statistics view now includes the option to retry failed locations, providing a more comprehensive search estimate. Detailed Process Reports: We are adding information related to compliance boundaries, case/export/search names, and decryption settings into the relevant process report CSVs. This message is associated with Microsoft 365 Roadmap ID 482558. [When this will happen:] General Availability (Worldwide, GCC, GCC High, DoD): We will begin rolling out mid-March 2025 and expect to complete by early May 2025 (previously late April). | Updated May 7, 2025: We have updated the timeline below. Thank you for your patience.
We are excited to announce several enhancements to the recently launched modernized eDiscovery experience. These updates include: Case Level Data Source View: Users can now access the case level data source view, which allows them to add data sources to the current case. These sources can be utilized in any searches or holds within the case. Enhanced Search and Hold Capabilities: Users will have the ability to duplicate a search, create a search from an existing hold, or create a hold from an existing search within the current case. Retry Failed Locations: The search statistics view now includes the option to retry failed locations, providing a more comprehensive search estimate. Detailed Process Reports: We are adding information related to compliance boundaries, case/export/search names, and decryption settings into the relevant process report CSVs. This message is associated with Microsoft 365 Roadmap ID 482558. [When this will happen:] General Availability (Worldwide, GCC, GCC High, DoD): We will begin rolling out mid-March 2025 and expect to complete by late May 2025 (previously late April). |
| 2025-05-09 | MC Last Updated | 05/07/2025 15:30:10 | 2025-05-08T17:59:07Z |
| 2025-05-09 | MC Summary | Microsoft Purview compliance portal has announced enhancements to the modern eDiscovery experience, including a case level data source view, enhanced search and hold capabilities, retry failed locations option, and detailed process reports. Rollout will begin mid-March 2025 and complete by early May 2025. Internal documentation updates may be needed. | Microsoft Purview compliance portal is introducing enhancements to the modern eDiscovery experience, including case level data source view, enhanced search and hold capabilities, retry failed locations, and detailed process reports. These updates will roll out from mid-March 2025 to late May 2025. Internal documentation may need updates. |
| 2025-05-08 | MC Messages | Updated April 16, 2025: We have updated the content. Thank you for your patience.
We are excited to announce several enhancements to the recently launched modernized eDiscovery experience. These updates include: Case Level Data Source View: Users can now access the case level data source view, which allows them to add data sources to the current case. These sources can be utilized in any searches or holds within the case. Enhanced Search and Hold Capabilities: Users will have the ability to duplicate a search, create a search from an existing hold, or create a hold from an existing search within the current case. Retry Failed Locations: The search statistics view now includes the option to retry failed locations, providing a more comprehensive search estimate. Detailed Process Reports: We are adding information related to compliance boundaries, case/export/search names, and decryption settings into the relevant process report CSVs. This message is associated with Microsoft 365 Roadmap ID 482558. [When this will happen:] General Availability (Worldwide, GCC, GCC High, DoD): We will begin rolling out mid-March 2025 and expect to complete by late April 2025 | Updated May 7, 2025: We have updated the timeline below. Thank you for your patience.
We are excited to announce several enhancements to the recently launched modernized eDiscovery experience. These updates include: Case Level Data Source View: Users can now access the case level data source view, which allows them to add data sources to the current case. These sources can be utilized in any searches or holds within the case. Enhanced Search and Hold Capabilities: Users will have the ability to duplicate a search, create a search from an existing hold, or create a hold from an existing search within the current case. Retry Failed Locations: The search statistics view now includes the option to retry failed locations, providing a more comprehensive search estimate. Detailed Process Reports: We are adding information related to compliance boundaries, case/export/search names, and decryption settings into the relevant process report CSVs. This message is associated with Microsoft 365 Roadmap ID 482558. [When this will happen:] General Availability (Worldwide, GCC, GCC High, DoD): We will begin rolling out mid-March 2025 and expect to complete by early May 2025 (previously late April). |
| 2025-05-08 | MC Last Updated | 04/16/2025 21:53:23 | 2025-05-07T15:30:10Z |
| 2025-05-08 | MC Summary | Microsoft Purview compliance portal has announced enhancements to the modern eDiscovery experience, including a case level data source view, enhanced search and hold capabilities, retry failed locations option, and detailed process reports. These updates will roll out from mid-March to late April 2025. Internal documentation updates may be needed. | Microsoft Purview compliance portal has announced enhancements to the modern eDiscovery experience, including a case level data source view, enhanced search and hold capabilities, retry failed locations option, and detailed process reports. Rollout will begin mid-March 2025 and complete by early May 2025. Internal documentation updates may be needed. |
| 2025-04-17 | MC Messages | We are excited to announce several enhancements to the recently launched modernized eDiscovery experience. These updates include:
Case Level Data Source View: Users can now access the case level data source view, which allows them to add data sources to the current case. These sources can be utilized in any searches or holds within the case. Enhanced Search and Hold Capabilities: Users will have the ability to duplicate a search, create a search from an existing hold, or create a hold from an existing search within the current case. Retry Failed Locations: The search statistics view now includes the option to retry failed locations, providing a more comprehensive search estimate. Detailed Process Reports: We are adding information related to compliance boundaries, case/export/search names, and decryption settings into the relevant process report CSVs. Tenant level process manager: This report will show all processes across eDiscovery cases for eDiscovery administrators and eDiscovery managers. This message is associated with Microsoft 365 Roadmap ID 482558. [When this will happen:] General Availability (Worldwide, GCC, GCC High, DoD): We will begin rolling out mid-March 2025 and expect to complete by late April 2025 | Updated April 16, 2025: We have updated the content. Thank you for your patience.
We are excited to announce several enhancements to the recently launched modernized eDiscovery experience. These updates include: Case Level Data Source View: Users can now access the case level data source view, which allows them to add data sources to the current case. These sources can be utilized in any searches or holds within the case. Enhanced Search and Hold Capabilities: Users will have the ability to duplicate a search, create a search from an existing hold, or create a hold from an existing search within the current case. Retry Failed Locations: The search statistics view now includes the option to retry failed locations, providing a more comprehensive search estimate. Detailed Process Reports: We are adding information related to compliance boundaries, case/export/search names, and decryption settings into the relevant process report CSVs. This message is associated with Microsoft 365 Roadmap ID 482558. [When this will happen:] General Availability (Worldwide, GCC, GCC High, DoD): We will begin rolling out mid-March 2025 and expect to complete by late April 2025 |
| 2025-04-17 | MC Title | Microsoft Purview compliance portal: Modern eDiscovery enhancements | (Updated) Microsoft Purview compliance portal: Modern eDiscovery enhancements |
| 2025-04-17 | MC Last Updated | 03/06/2025 00:45:46 | 2025-04-16T21:53:23Z |
| 2025-04-17 | MC MessageTagNames | New feature, User impact, Admin impact | Updated message, New feature, User impact, Admin impact |
| 2025-04-17 | MC Summary | Microsoft Purview compliance portal announces enhancements to the modern eDiscovery experience, including case level data source view, enhanced search and hold capabilities, retry failed locations, detailed process reports, and a tenant level process manager. Rollout begins mid-March 2025 and completes by late April 2025. Internal documentation updates may be needed. | Microsoft Purview compliance portal has announced enhancements to the modern eDiscovery experience, including a case level data source view, enhanced search and hold capabilities, retry failed locations option, and detailed process reports. These updates will roll out from mid-March to late April 2025. Internal documentation updates may be needed. |
Last updated 2 weeks ago
