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How to use
Advanced
eDiscovery with
Microsoft Teams
Vignesh Ganesan, Microsoft MVP & MCT
Microsoft 365 Architect, Avanade
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Vignesh Ganesan |MCSE ,MCSA ,MCP, MCT
& ITIL V3
• Microsoft MVP & MCT | Enterprise Cloud Architect &
Technology Strategist
• Modern Workplace Architect at Avanade Germany
• Blogger on Vignesh’s SharePoint Thoughts ,
European SharePoint Community , C Sharp Corner,
Collab 365 & HubFly Blog site
• Spoken on plethora of Webinars, User groups and
Conferences across the globe
• Written more than 500+ technical articles
• Ambassador for aMS Community
• Completed 20+ MS Certifications
• Avid Traveller ( Been to 15+ countries so far across 3 diff
continents )
• Founder & Chief organizer -Microsoft 365, Power
Platform& Cloud Security India user group .
• Founder & Chief organizer – India Cloud Security Summit
• Founder & Chief organizer – Microsoft Viva Days
November 11, 2022
M365 Virtual Conference | Salute to Services
Agenda
What is eDiscovery in Microsoft 365 and why should you care
Different eDiscovery solutions in Microsoft Purview
eDiscovery permission model
Using Advanced eDiscovery for Microsoft Teams
Demo
Licensing
Q&A
eDiscovery in Microsoft 365
Electronic discovery -- also called e-discovery or
eDiscovery -- is the process of obtaining and
exchanging evidence in a legal case or investigation.
E-discovery is used in the initial phases of litigation
when involved parties are required to provide relevant
records and evidence related to a case.
eDiscovery in Microsoft 365, is the process of identifying
and delivering electronic information that can be used
as evidence in legal cases. One can use eDiscovery
tools in Microsoft Purview to search for content in
Exchange Online, OneDrive for Business, SharePoint
Online, Microsoft Teams, Microsoft 365 Groups, and
Yammer teams. You can search mailboxes and sites in
the same eDiscovery search, and then export the
search results.
Why should I care about eDiscovery ?
• To ensure Security and Privacy concerns
are met from a Legal and Compliance
perspective
• Better efficiency and reduced timelines
• To eliminate communication barriers
• To ensure IT is not being bothered every
time
eDiscovery solutions in Microsoft Purview
Content Search
Search for content
Keyword queries and
search conditions
Search statistics
Export search results
Role-based permissions
eDiscovery (Standard)
Everything included in Content
Search + the below mentioned
ones
Case management
Place content locations on legal
hold
Export search results
Role-based permissions
eDiscovery (Premium)
Everything included in eDiscovery
Standard + the below mentioned ones
Custodian management
Legal hold notifications
Advanced indexing
Error remediation
Review sets
Support for cloud attachments and
SharePoint versions
OCR & Conversation threading
Collection statistics and reports
Review set filtering, Tagging &
Analytics
Predictive coding models & Computed
document metadata
Transparency of long-running jobs &
Export to customer-owned Azure
Storage location
Ref : https://learn.microsoft.com/en-us/microsoft-365/compliance/ediscovery?view=o365-worldwide
High level Comparison
Search M365
locations
Export
search
results
Content Search
Search M365
locations
Export
search
results
Create Hold
Create Holds
Export results
Search M365
locations
Manage
Custodians
Add search results to
Review sets
eDiscovery (Standard)
eDiscovery (Premium )
eDiscovery permission model
eDiscovery Manager - An eDiscovery
Manager can use eDiscovery search tools to
search content locations in the organization
and perform various search-related actions
such as preview and export search results.
eDiscovery Administrator - An eDiscovery
Administrator is a member of the eDiscovery
Manager role group and can perform the same
content search and case management-related
tasks that an eDiscovery Manager can perform.
Demo
Advanced eDiscovery for
Microsoft Teams
Alex Wilber Adele Vance
Scenario : Teams chat conversation about a tech event
with file sharing and co-authoring
Teams content that can be collected and processed using
eDiscovery Premium
Teams content What can be collected and processed
Teams 1:1 chats Chat messages, posts, and attachments shared in a Teams
conversation between two people. Teams 1:1 chats are also
called conversations.
Teams group chats Chat messages, posts, and attachments shared in a Teams
conversation between three or more people. Also called 1:N
chats or group conversations.
Teams' reactions Reactions applied to chat messages, posts, and attachments in a
Teams conversation.
Teams' channels Chat messages, posts, replies, and attachments shared in a
standard Teams channel.
Private channels Message posts, replies, and attachments shared in a private
Teams channel.
Shared channels Message posts, replies, and attachments shared in a shared
Teams channel.
Where Teams content is stored
Teams Data Location of chat messages
and posts
Location of files and
attachments
Teams 1:1
chats
Teams group
chats
Teams'
reactions
Teams'
channels
Private
channels
Shared
channels
Exchange
Messages in 1:1 chats are stored in the
Exchange Online mailbox of all chat
participants. OneDrive
Files shared in a 1:1 chat are stored in the
OneDrive for Business account of the person
who shared the file.
Exchange
Messages in group chats are stored in the
Exchange Online mailbox of all chat
participants.
OneDrive
Files shared in group chats are stored in the
OneDrive for Business account of the person
who shared the file.
Exchange
Messages in group chats are stored in the
Exchange Online mailbox of all chat
participants.
OneDrive
Files shared in group chats are stored in the
OneDrive for Business account of the person
who shared the file.
Exchange
All channel messages and posts are stored
in the Exchange Online mailbox associated
with the team. SharePoint
Files shared in a channel are stored in the
SharePoint Online site associated with the
team.
Exchange
Messages sent in a private channel are
stored in the Exchange Online mailboxes of
all members of the private channel. SharePoint
Files shared in a private channel are stored in
a dedicated SharePoint Online site associated
with the private channel.
Exchange
Messages sent in a shared channel are
stored in a system mailbox associated with
the shared channel.
SharePoint
Files shared in a shared channel are stored in
a dedicated SharePoint Online site associated
with the shared channel.
Information Protection Architecture for
MS Teams
Ref : https://www.peterrising.co.uk/blog/compliance-focus-what-is-the-office-365-substrate-and-who-needs-to-care
eDiscovery Licensing model
Content Search
Microsoft 365 E1 subscription
Microsoft 365 G1 subscription
Microsoft 365 F1 or F3
subscription, or F5 Security add-
on
Microsoft 365 Business Premium
subscription
Microsoft 365 Business Standard
subscription
Microsoft 365 Business Basic
subscription
Office 365 Education A1
subscription
Office 365 E1 subscription
eDiscovery ( Standard)
Exchange Online Plan 2
SharePoint Online Plan 2
Microsoft 365 E3 subscription
Microsoft 365 G3 subscription
Microsoft 365 Business Premium
subscription
Microsoft 365 F5 Compliance
add-on or F5 Security &
Compliance add-on
Microsoft 365 Education A3 or
Office 365 Education A3
subscription
Office 365 E3 subscription
eDiscovery ( Standard)
Microsoft 365 E5 or Office 365 E5
subscription
Microsoft 365 E3 subscription
with E5 Compliance add-on
Microsoft 365 E3 subscription
with E5 eDiscovery and Audit
add-on
Microsoft 365 G5 subscription
Microsoft 365 G5 subscription
with G5 Compliance add-on
Microsoft 365 G5 subscription
with G5 eDiscovery and Audit
add-on
Microsoft 365 F5 Compliance
add-on or F5 Security &
Compliance add-on
Microsoft 365 Education A5 or
Office 365 Education A5
subscription
Subscriptions that support eDiscovery (Standard) also support Content search. Subscriptions that support eDiscovery (Premium) also support Content search and eDiscovery
(Standard)
Ref : https://learn.microsoft.com/en-us/microsoft-365/compliance/ediscovery?view=o365-worldwide#ediscovery-subscription-comparison
Thank You
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Conference!
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M365 Virtual Conference | Salute to Services November 11, 2022

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How to use Advanced eDiscovery for Microsoft Teams

  • 1. How to use Advanced eDiscovery with Microsoft Teams Vignesh Ganesan, Microsoft MVP & MCT Microsoft 365 Architect, Avanade
  • 2. www.saluteinc.org Donate Today! Help SALUTE, INC help veterans to… M365 Virtual Conference | Salute to Services
  • 3. A salute to our partners M365 Virtual Conference | Salute to Services November 11, 2022 M365 Chicago is an OTSN Conference Gold Partner Silver Partners Community Partners
  • 4. Vignesh Ganesan |MCSE ,MCSA ,MCP, MCT & ITIL V3 • Microsoft MVP & MCT | Enterprise Cloud Architect & Technology Strategist • Modern Workplace Architect at Avanade Germany • Blogger on Vignesh’s SharePoint Thoughts , European SharePoint Community , C Sharp Corner, Collab 365 & HubFly Blog site • Spoken on plethora of Webinars, User groups and Conferences across the globe • Written more than 500+ technical articles • Ambassador for aMS Community • Completed 20+ MS Certifications • Avid Traveller ( Been to 15+ countries so far across 3 diff continents ) • Founder & Chief organizer -Microsoft 365, Power Platform& Cloud Security India user group . • Founder & Chief organizer – India Cloud Security Summit • Founder & Chief organizer – Microsoft Viva Days November 11, 2022 M365 Virtual Conference | Salute to Services
  • 5. Agenda What is eDiscovery in Microsoft 365 and why should you care Different eDiscovery solutions in Microsoft Purview eDiscovery permission model Using Advanced eDiscovery for Microsoft Teams Demo Licensing Q&A
  • 6. eDiscovery in Microsoft 365 Electronic discovery -- also called e-discovery or eDiscovery -- is the process of obtaining and exchanging evidence in a legal case or investigation. E-discovery is used in the initial phases of litigation when involved parties are required to provide relevant records and evidence related to a case. eDiscovery in Microsoft 365, is the process of identifying and delivering electronic information that can be used as evidence in legal cases. One can use eDiscovery tools in Microsoft Purview to search for content in Exchange Online, OneDrive for Business, SharePoint Online, Microsoft Teams, Microsoft 365 Groups, and Yammer teams. You can search mailboxes and sites in the same eDiscovery search, and then export the search results. Why should I care about eDiscovery ? • To ensure Security and Privacy concerns are met from a Legal and Compliance perspective • Better efficiency and reduced timelines • To eliminate communication barriers • To ensure IT is not being bothered every time
  • 7. eDiscovery solutions in Microsoft Purview Content Search Search for content Keyword queries and search conditions Search statistics Export search results Role-based permissions eDiscovery (Standard) Everything included in Content Search + the below mentioned ones Case management Place content locations on legal hold Export search results Role-based permissions eDiscovery (Premium) Everything included in eDiscovery Standard + the below mentioned ones Custodian management Legal hold notifications Advanced indexing Error remediation Review sets Support for cloud attachments and SharePoint versions OCR & Conversation threading Collection statistics and reports Review set filtering, Tagging & Analytics Predictive coding models & Computed document metadata Transparency of long-running jobs & Export to customer-owned Azure Storage location Ref : https://learn.microsoft.com/en-us/microsoft-365/compliance/ediscovery?view=o365-worldwide
  • 8. High level Comparison Search M365 locations Export search results Content Search Search M365 locations Export search results Create Hold Create Holds Export results Search M365 locations Manage Custodians Add search results to Review sets eDiscovery (Standard) eDiscovery (Premium )
  • 9. eDiscovery permission model eDiscovery Manager - An eDiscovery Manager can use eDiscovery search tools to search content locations in the organization and perform various search-related actions such as preview and export search results. eDiscovery Administrator - An eDiscovery Administrator is a member of the eDiscovery Manager role group and can perform the same content search and case management-related tasks that an eDiscovery Manager can perform.
  • 10. Demo Advanced eDiscovery for Microsoft Teams Alex Wilber Adele Vance Scenario : Teams chat conversation about a tech event with file sharing and co-authoring
  • 11. Teams content that can be collected and processed using eDiscovery Premium Teams content What can be collected and processed Teams 1:1 chats Chat messages, posts, and attachments shared in a Teams conversation between two people. Teams 1:1 chats are also called conversations. Teams group chats Chat messages, posts, and attachments shared in a Teams conversation between three or more people. Also called 1:N chats or group conversations. Teams' reactions Reactions applied to chat messages, posts, and attachments in a Teams conversation. Teams' channels Chat messages, posts, replies, and attachments shared in a standard Teams channel. Private channels Message posts, replies, and attachments shared in a private Teams channel. Shared channels Message posts, replies, and attachments shared in a shared Teams channel.
  • 12. Where Teams content is stored Teams Data Location of chat messages and posts Location of files and attachments Teams 1:1 chats Teams group chats Teams' reactions Teams' channels Private channels Shared channels Exchange Messages in 1:1 chats are stored in the Exchange Online mailbox of all chat participants. OneDrive Files shared in a 1:1 chat are stored in the OneDrive for Business account of the person who shared the file. Exchange Messages in group chats are stored in the Exchange Online mailbox of all chat participants. OneDrive Files shared in group chats are stored in the OneDrive for Business account of the person who shared the file. Exchange Messages in group chats are stored in the Exchange Online mailbox of all chat participants. OneDrive Files shared in group chats are stored in the OneDrive for Business account of the person who shared the file. Exchange All channel messages and posts are stored in the Exchange Online mailbox associated with the team. SharePoint Files shared in a channel are stored in the SharePoint Online site associated with the team. Exchange Messages sent in a private channel are stored in the Exchange Online mailboxes of all members of the private channel. SharePoint Files shared in a private channel are stored in a dedicated SharePoint Online site associated with the private channel. Exchange Messages sent in a shared channel are stored in a system mailbox associated with the shared channel. SharePoint Files shared in a shared channel are stored in a dedicated SharePoint Online site associated with the shared channel.
  • 13. Information Protection Architecture for MS Teams Ref : https://www.peterrising.co.uk/blog/compliance-focus-what-is-the-office-365-substrate-and-who-needs-to-care
  • 14. eDiscovery Licensing model Content Search Microsoft 365 E1 subscription Microsoft 365 G1 subscription Microsoft 365 F1 or F3 subscription, or F5 Security add- on Microsoft 365 Business Premium subscription Microsoft 365 Business Standard subscription Microsoft 365 Business Basic subscription Office 365 Education A1 subscription Office 365 E1 subscription eDiscovery ( Standard) Exchange Online Plan 2 SharePoint Online Plan 2 Microsoft 365 E3 subscription Microsoft 365 G3 subscription Microsoft 365 Business Premium subscription Microsoft 365 F5 Compliance add-on or F5 Security & Compliance add-on Microsoft 365 Education A3 or Office 365 Education A3 subscription Office 365 E3 subscription eDiscovery ( Standard) Microsoft 365 E5 or Office 365 E5 subscription Microsoft 365 E3 subscription with E5 Compliance add-on Microsoft 365 E3 subscription with E5 eDiscovery and Audit add-on Microsoft 365 G5 subscription Microsoft 365 G5 subscription with G5 Compliance add-on Microsoft 365 G5 subscription with G5 eDiscovery and Audit add-on Microsoft 365 F5 Compliance add-on or F5 Security & Compliance add-on Microsoft 365 Education A5 or Office 365 Education A5 subscription Subscriptions that support eDiscovery (Standard) also support Content search. Subscriptions that support eDiscovery (Premium) also support Content search and eDiscovery (Standard) Ref : https://learn.microsoft.com/en-us/microsoft-365/compliance/ediscovery?view=o365-worldwide#ediscovery-subscription-comparison
  • 16. Help Us Improve Our Conference! Fill out a short speaker survey: https://otsn.live/M365CHI-Feedback https://otsn.live/M365CHI-Feedback M365 Virtual Conference | Salute to Services November 11, 2022

Editor's Notes

  1. Feel free to replace/insert your own author picture in PowerPoint, right-click picture > change picture > this device. Note: depending on the picture you insert, you might need to reset the slide layout (home > slides> reset) Honestly, it’s way faster it you just select the sample picture and press delete or insert a new title slide. But that’s just my two cents.
  2. SALUTE, INC. saves military families from homelessness through rent and mortgage payments that prevent eviction or foreclosure. Veterans are assisted with car payments and repairs allowing them to get to their jobs, the VA office, PTSD therapy and drive their kids to school. SALUTE, INC. pays for grocery cards, diapers, clothing, daycare and uncovered medical bills. Many utility bills are paid, so the lights are kept on, the water running, the trash collected and the home warm.