Quick setup for Office 365 Advanced eDiscovery

This setup section shows the Office 365 Security & Compliance Center eDiscovery user how to get started with Advanced eDiscovery. A working knowledge of both is assumed.

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.

Opening Advanced eDiscovery

You can access Advanced eDiscovery from the Security & Compliance Center. You have to be an eDiscovery Administrator in the Security & Compliance Center to access Advanced eDiscovery. For instructions about assigning eDiscovery Administrator permissions, see eDiscovery cases in the Office 365 Compliance Center.

Alternatively, you can access Advanced eDiscovery if you are directly added as an administrator in Advanced eDiscovery. For instructions about making someone an administrator in Advanced eDiscovery, see Setting up users and cases.

To open Advanced eDiscovery:

  1. Go to the Office 365 Security & Compliance Center.

  2. In the Security & Compliance Center, click Search & investigation > eDiscovery.

  3. On the eDiscovery page, click Go to Advanced eDiscovery.


The following diagram illustrates the common workflow for using Security & Compliance Center eDiscovery with Advanced eDiscovery.

Diagram shows the Office 365 Advanced eDiscovery workflow of four phases in setup, including setting up users & cases, identifying case data, exporting, and processing, and then the phases of analysis and export to local machine.

This setup section describes the first four parts of the diagram. For a description of the others, see the following.


Analyzing case data: Identifies and organizes the files by various parameters, enables the use of Themes, and displays the results. Analyze functionality can be customized by the user in order to achieve enhanced results.

Relevance Setup and Relevance

Relevance Setup and Using the Relevance module: Enables assessment and relevance training based on a random sample of files and uses them to apply decisions to the predictive coding process. Calculates and displays interim results while monitoring statistical validity of the process. Displays the results to facilitate in making review decisions.


Exporting case data: Enables the exporting of Advanced eDiscovery content and results for external review.


Running reports: Enables the generation of selected reports related to Advanced eDiscovery processing.

See Also

Office 365 Advanced eDiscovery

Setting up users and cases

Preparing data

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