Configuring Advanced eDiscovery and creating cases requires you to first complete a few steps. The steps are quite similar to the steps you need to take when configuring Core eDiscovery. You first need to verify and assign the appropriate licenses within the organization, and to individual users. You then need to assign the proper eDiscovery permissions as well. Once you’ve assigned the appropriate licenses and permissions, you need to configure global settings. Once you’ve completed these steps, you can create Advanced eDiscovery cases and add members to existing cases.

Over the next few minutes, I’ll explain how each of these steps is completed.

To use Advanced eDiscovery, you must first assign the required licenses to users. For example, before users can access Advanced eDiscovery in the Microsoft 365 compliance center or in the Security & Compliance Center, there must first be at least a Microsoft 365 E5 subscription or Office 365 E5 subscription in place within the organization. You can also get access to Advanced eDiscovery with a Microsoft 365 E3 subscription with the E5 Compliance add-on OR with a Microsoft 365 E3 subscription with the E5 eDiscovery and Audit add-on.

In addition to meeting organization subscription requirements, you must also meet some individual licensing requirements before you can perform certain tasks. For example, if you wish to add a user as a custodian in an Advance eDiscovery case, the user that you wish to add needs to have, in the case of a Microsoft 365 subscription, a Microsoft 365 E5 license, an E5 Compliance add-on license, or an E5 eDiscovery and Audit add-on license.

If your organization subscription is Office 365, the user must be assigned an Office 365 E5 license.

Once licensed, a user can access Advanced eDiscovery, and the user can be added as a member of Advanced eDiscovery cases, assuming the user has been assigned the appropriate permissions. More specifically, the user has to be added as a member of the eDiscovery Manager role group in the Security & Compliance Center. Members of this role group can create and manage Advanced eDiscovery cases and they can also add and remove members, place holds on users and content locations, manage legal hold notifications, create and edit searches, and export content from Advanced eDiscovery cases.

Once you’ve assigned the proper licenses and permissions, and before you start creating cases, you have to configure global settings that will apply to all cases in the organization.

At the time of this course recording, the only global setting you need to configure is attorney-client privilege detection. What this setting does is enable the attorney-client privilege model to run whenever you analyze data in a review set. It leverages machine learning to determine whether or not a document being analyzed contains content that is legal in nature. Attorney-client privilege detection will also look at the participants in a document and compare them to an attorney list that you provide when setting it up. It does this to determine if a document includes any participants who are attorneys.

Join me in the next lesson, where I’ll explain how to create an Advanced eDiscovery case.