Microsoft Purview eDiscovery (Standard) to eDiscovery (Premium) case upgrade tool (preview)

Originally posted by Microsoft May 9, 2023 Uncategorized 0 Comments

Coming soon to public preview, we are releasing a tool to allow eDiscovery administrators to upgrade their existing eDiscovery (Standard) case to eDiscovery (Premium) to unify cases into a single platform.

This message is associated with Microsoft 365 Roadmap ID 109542.

When this will happen:

Rollout will begin in mid-May and is expected to be complete by end of May.

How this will affect your organization:

With this tool, an eDiscovery administrator will be able to select a particular case from eDiscovery (Standard) cases list to move to eDiscovery (Premium).

All upgraded cases will have their existing search and hold retained. This upgrade is architected to change the case type and not perform any actual migration of the hold policies. This means no hold is removed and no new hold is re-created in the process. This ensures no data is lost or erased in the migration process.

Note: The case upgrade can be triggered by an eDiscovery Administrator only.

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Choosing to upgrade a case from eDiscovery (Standard) to eDiscovery (Premium) 

What you need to do to prepare:

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

The upgrade is not reversible so please ensure you test this process with a few test cases before proceeding with a mass upgrade.

You can access the eDiscovery (Premium) solution in the Microsoft Purview compliance portal: 

• Microsoft Purview compliance portal for GCC cloud environments 
• Microsoft Purview compliance portal for GCC-High cloud environments 
• Microsoft Purview compliance portal for DoD cloud environments 

Learn more: Microsoft Purview eDiscovery solutions 

Message ID: MC552329