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

Originally posted by Microsoft Feb 28, 2023 Uncategorized 0 Comments

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 106106.

When this will happen:

Rollout to public preview will begin in early March and is expected to be complete by early April. Rollout to general availability will begin in late April 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.

Get started with eDiscovery in the Microsoft Purview compliance portal. 

Learn more: Microsoft Purview eDiscovery solutions

Message ID: MC521466