Add search results to a review set

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When you're satisfied with the results of a search and you lot're ready to review and analyze those search results, you can add them to a review fix in the case. Copying the original data to the review set as well facilitates the review and analysis process by providing you with advanced analytics tools such every bit themes detection, well-nigh-indistinguishable detection, and email thread identification. You lot tin also add data from non-Microsoft 365 data sources to a review gear up then that y'all can review that data in addition to the data you lot collect from Microsoft 365.

When you add together the results of a search to a review ready (the review sets in a case are listed on the Review sets tab), the post-obit things occur:

  • The search is run again. This means the actual search results copied to the review set may exist unlike than the estimated results that were returned when the search was final run.

  • All items in the search results are copied from the original data source in the live services, and copied to a secure Azure Storage location in the Microsoft cloud.

  • All items (including the content and metadata) are reindexed so that all data in the review ready is fully searchable during the review of the instance data. Reindexing the data results in thorough and fast searches when you lot search the information in the review set during the instance investigation.

  • A file encrypted with a Microsoft encryption technology and is attached to an e-mail message that's returned in the search results is decrypted when the email message and attached file are added to the review set. You lot can review and query the decrypted file in the review gear up. You have to be assigned the RMS Decrypt role to add decrypted email attachments to a review set. For more data, see Decryption in Microsoft Purview eDiscovery tools.

To add data to a review set, click a search on the Searches tab, and and then click Add results to review set on the flyout page.

Y'all can add to an existing review fix or create a new review gear up. If adding to a new review set, specify the name and then click Add to display the flyout page.

Select a review set and configure collection options.

Adding information to a review set is a long-running procedure. This process includes gathering items from the original data sources in Microsoft 365 (for example, from mailboxes and sites), copying them to the Azure Storage location (this copying process is also chosen ingestion), and and so reindexing the items. Yous can track the progress on the Jobs tab or on the Searches tab by monitoring the status in the Added data to review set column. After the review set up processing is completed, click the Review sets tab in the case, and so click the review set up to start the procedure of filtering, reviewing, tagging, and exporting data in the review set.

Ascertain options to scope your collection for review

When you add the content of a search to an existing or new review set, you take the following options for how to collect the content for review:

  • Include versions from SharePoint (beta): Employ this selection to enable the collection of all version of a SharePoint document per the version limits and search parameters of the collection. Selecting this pick will significantly increase the size of items that are added to the review set.

  • Conversation retrieval options: Items added to the review prepare are enabled for threaded conversations to aid review content in context of the back and forth conversation. For more than information, see Review conversations in eDiscovery (Premium).

  • Enable retrieval for modern attachments: Use this choice to include mod attachments or linked files in the collection for further review. For more than information about the searchable properties related to modern attachments, see Document metadata fields in eDiscovery (Premium).

Add a sample to a review set

If y'all want to validate the results of a search more thoroughly before adding all of them to a review fix, you lot tin can add together a sample of the search results to a review set instead of calculation everything.

To add together a sample to a review set, click a search on the Searches tab and click Sample on the flyout page. On the Sampling parameters folio, choose one of the following options:

  • Confidence level % and Confidence interval % - The items added to the review set volition be determined by the statistical parameters that y'all gear up. If yous typically use a conviction level and interval when sampling results, specify them in the drop-down boxes. Otherwise, utilise the default settings.

  • Random sample % - The items added to the review gear up is based on a random selection of the specified percentage of the full number of items returned by the search.

After selecting and configuring one of the previous options, choose a review set to add the sample to and so click Transport. Once again, you lot can rails the progress on the Jobs tab or on the Searches tab by monitoring the condition in the Added data to review fix column.

Optical character recognition

When you add search results to a review set, optical grapheme recognition (OCR) functionality in eDiscovery (Premium) automatically extracts text from images, and includes the epitome text with the data that's added to a review set. You can view the extracted text in the Text viewer of the selected image file in the review set. This lets y'all acquit further review and analysis on text in images. OCR is supported for loose files, email attachments, and embedded images. For a listing of paradigm file formats that are supported for OCR, see Supported file types in eDiscovery (Premium).

Yous take to enable OCR functionality for each case that you create in eDiscovery (Premium). For more than information, see Configure search and analytics settings.