Define case and tenant settings in Advanced eDiscovery

Note: Advanced eDiscovery requires an Office 365 E5 subscription for your organization. If you don't have that plan and want to try Advanced eDiscovery, you can sign up for a trial of Office 365 Enterprise E5.

The Advanced eDiscovery case and tenant settings are described in this topic.

Case settings

This sections describes the settings that can be defined at the case level.

Note: If no case is currently selected in Advanced eDiscovery, the Case settings tab is inactive.

Cross module

The following Cross module settings are case options that apply to Advanced eDiscovery modules.

  • Default page after login: Sets the default page to be displayed upon starting Advanced eDiscovery.

  • File display name: File identifier that will be displayed throughout Advanced eDiscovery to identify the file, as an alternative to the Advanced eDiscovery display name of file title/path or email subject.

  1. Open Settings and utilities by clicking the Cogwheel icon. Open Settings and utilities > Case settings tab > Cross module.

  2. Select from the Default page after login options:

    • Last page of previous login

    • Cases page

  3. Click Save.

Tenant settings

The Advanced eDiscovery Tenant settings are described in this section.

User administration

The User administration options are described in Setting up users and cases.

Event log

The Event log provides metadata regarding Advanced eDiscovery processing anytime during Advanced eDiscovery operation. For example, it includes the start time of the main Advanced eDiscovery processes (Import, Analyze, Relevance, and Export) as well as the end time and status. This log can be used for tracking and troubleshooting data processing activities and for addressing errors and warnings.

  1. Open Settings and utilities by clicking the Cogwheel icon.

  2. In the Settings and utilities > Tenant settings tab, select Event log. The event log data is displayed.

    • To filter the log output by a case, select the case from the Cases list.

    • To sort the log by columns, click a column header.

    • To modify column order, click and drag the column header.

    • To move between log pages, click > and < icons.

System information

Advanced eDiscovery version system information and active tasks are displayed in the Tenant settings tab.

  1. Open Settings and utilities by clicking the Cogwheel icon.

  2. In the Settings and utilities > Tenant settings tab, select System information. The version information is displayed.

The display can be updated by clicking the Refresh icon below the Tenant information.

See Also

Office 365 Advanced eDiscovery

Using utilities

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