MC808165 - Microsoft Purview eDiscovery | Modernized eDiscovery in new Microsoft Purview portal

Updated October 22, 2024: We have updated the content. Thank you for your patience.

A modernized new user experience (UX) for Microsoft Purview eDiscovery will be available in the Purview portal. In this new UX experience, Content Search, eDiscovery Standard, and eDiscovery Premium are unified so that users can now navigate a shared workflow that simplifies the transition between non-premium and premium features. This UX modernization also introduces features that enhance the eDiscovery process. Some of these new features include:

• This new experience enhances Content Search security by placing all searches in an eDiscovery case. eDiscovery administrators and managers will have default access, with the ability to manage membership and control access to content searches. Users who are not eDiscovery administrators or managers will need to request to be added as case member in order to access content search. 
• Enhanced search efficiency with message ID and sensitivity labels for faster access to information.
• Use of the improved search by Sensitive Information Type (SIT) interface for user-friendly selection without manual input.
• Advanced Data Source Mapping allows linking a user's OneDrive using input such as the user's mailbox Simple Mail Transfer Protocol (SMTP) address or user’s name, streamlining data retrieval and management.
• Acceleration through powerful investigation capabilities, such as user's frequent collaborators, providing a comprehensive view of the user's networks.
• Data Source Sync: Stay updated with the new Data Source synchronization feature, which allows users to easily track any new or removed data locations, ensuring that eDiscovery investigations remain aligned with the latest data source landscape.
• Introduction of the new visual Statistics allows users to gain insights at a glance (such as Results containing Sensitive Information Types, top communication participants, etc.)  
• Monitor long-running processes with an informed and transparent progress bar with the option to cancel (for certain process types) if needed.
• Obtain a full process report for all actions taken, such as statistics for holds and exports, bolstering the defensibility of your eDiscovery efforts.
• Customize your exports with new settings, including the option to export as a single PST file path truncation and the use of friendly names to make exported data more accessible.

This message is associated with Microsoft 365 Roadmap ID 383744

When this will happen:

Public Preview: We will begin rolling out late July 2024 and expect to complete by late September 2024.

General Availability (Worldwide, GCC, GCC High, DoD): We will begin rolling out mid-November 2024 (previously early October) and expect to complete by late December 2024 (previously late November)

How this will affect your organization:

The unification of Content Search, eDiscovery Standard, and eDiscovery Premium into a single eDiscovery solution in the new Microsoft Purview portal will necessitate updates to your organization's training materials and documentation.

Content Search, eDiscovery Standard, and eDiscovery Premium as separate solutions in the compliance portal (left) vs unified eDiscovery experience in the new Purview portal (right)

The deprecation timeline for the classic eDiscovery experience will be announced when the new modernized experience becomes generally available (GA). We will ensure that customers have ample time to transition to the new modernized experience before retiring the classic version.  

What you need to do to prepare:

Update internal documentation and provide training to all eDiscovery users in your organization.

Learn more about the new Purview Portal.

Learn more about the modernized eDiscovery (preview) experience: Learn about eDiscovery (preview) solutions | Microsoft Learn