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Microsoft Office 365 eDiscovery Export Tool: Check Out How it Works?

Aldrich Calvin | Modified: October 31, 2022|Office 365 | 5 Minutes Reading

User Query: What is Office 365 eDiscovery Export Tool?

I was looking for a solution that let me export my Office 365 data to a PST format. After searching the web, I came to know a bit about this Microsoft Office 365 eDiscovery Export Tool. But I am totally unaware of how to execute this eDiscovery Export Tool.

We get several queries similar to the above on an everyday basis, hence, we have decided to explain the whole procedure in simple terms so, that users who are looking for a stepwise manual procedure to use this eDiscovery tool can execute the task safely.

Complete Step-by-Step Working of Office 365 eDiscovery Process

Before getting into the steps, there are a few things, that you should keep in mind, firstly you should have the global admin or Office 365 admin credentials with proper permissions assigned. In addition to this, you should have some technical knowledge about the PowerShell scripts and Office 365 Exchange Admin Center. Now, let’s move to the steps!

Step 1. Use Admin credentials to Open Exchange Admin Center. 

Step 2. Go to the Admin Centers tab and hit the Security and Compliance option.  

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Step 3. Now go to Permissions and hit the eDiscovery Manager tab. You can click on the Edit button to make the essential changes to the role group, which are required to run the eDiscovery process.

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Note: Ensure you are a  member of the eDiscovery Manager Role Group, only then you can access these features and settings.

Step 4. The role group already has some assigned roles such as  Case Management, Compliance Search, Export, Hold, Preview, Review, and RMS Decrypt.

Step 5. If the Export role is missing, then follow Step 3 and assign the Export role.

Step 6. Now from Security and Compliance, go to More Resources and open it. A new window will open and you could find all the services there. Click on the Microsoft Purview Compliance Portal. Now, hit the Content Search option from the left panel. Then click on the New Search button.

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Step 7. Now you can see a new window with all customization options, that you can add to your search. Starting with naming your search, then you can add a description if required, then the Location tab will allow you to set the destination location from where the eDiscovery will search the data.  

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Step 8. eDiscovery also allows you to apply different search filters such as query language/region, keywords/phrases, and conditions, including those related to time, message fields & properties, etc. which allows you a selective PST export.

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Step 9. After applying all filters and customing your search you can now click on submit and then done. 

Step 10. The eDiscovery process will start automatically, you can go to the search tab to see the status of this search.  

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Step 11. When this search gets completed, click on the Action button and then choose the Export Results option.

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Step 12. In this step, you will see a variety of different settings that you can apply for a particular situation;  if you want to export encrypted files, etc, then you can set those settings accordingly. If you are not sure about this setting then ignore them to export the entire searched data to PST format. 

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Step 13. Now hit the Export button to export these search results. You can check the status of this process in the Export tab.

Step 14. Click on the Download results when this process gets completed. Also, copy the Export Key from this screen, we will use this key in the eDiscovery Export Tool to download the resultant files locally.

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Step 15. When you will hit the Download button it will launch the eDiscovery PST Export Tool, here you have to paste the copied Export Key & define the destination location on your local computer to save the PST files. 

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As we can see, it is not at all an easy process for any nontechnical user to perform. One needs to be a technical expert to use this Office 365 eDiscovery export tool. However, the process is too long to execute without any expert help. Moreover, it can take a lot of time and if the process gets terminated in between due to any reason, then it needs to start again from the beginning.

Also Read About: Three Easy Ways to Import Outlook Emails to Office 365 Mailbox

Best Alternative of Microsoft Office 365 eDiscovery PST Export Tool

As this method is not officially developed for exporting data into PST files, many experts don’t recommend it to users. It is designed for some other purpose. So, we generally advise using a professional automated software solution to perform the procedure.

There are many tools that are available online for users. But when it comes to the best Microsoft Office 365 eDiscovery Export Tool alternative, then we would recommend SysTools Office 365 Export Tool. It offers a wide range of features which makes the complete process effortless. Users can download the free trial version of the software below:

Download Purchase Now

eDiscovery PST Export Tool Alternative Software Working Steps

  • Run the software on your machine & click on the Login button.

  • Login into the application using Office 365 credentials.

  • Select PST as your output file format.

  • Apply Advanced Settings available in the software and click on the Start button.

  • The tool will display the progress status of the process until it completes.

Also Read: Learn to Migrate Lotus Notes to Office 365 

Time to Conclude

In this article, we have discussed the entire eDiscovery process, and we have also learned about the best alternative to the Microsoft Office 365 eDiscovery Export tool. Above mentioned software is one of the best applications that work really well in the same. It provides many advanced features, and also performs the Office 365 to PST export process in a more customized way. You can use any of these two methods according to your needs.

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