Getting Started with Purview

Getting Started with Purview: eDiscovery Best Practices

In response to promoting our interview with Greg Buckles on LinkedIn yesterday, Greg provided a link to a post on Getting Started with Purview!

As I mentioned yesterday, Tom O’Connor & I had a terrific discussion on his popular eDiscovery Channel interview series, discussing Microsoft 365 with Greg Buckles.

In response to a comment from Gordon Moffat on LinkedIn about the interview, Greg provided a link to the post in his excellent eDiscovery Journal blog titled (wait for it!) Getting Started with Purview! As Greg notes: “While many eDiscovery peers may disagree, I feel that Purview eDiscovery is a vital component of mature, defensible eDiscovery solutions for M365 customers. The key is understanding the M365 ecosystem and how Purview and the Graph API perform eDiscovery/Compliance related functions. An educated ‘trust but verify’ approach is critical to reducing the risk of using the system as designed and within its limitations.”

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Regardless of whether you like Purview or not, many of you are dealing with it in your eDiscovery projects. So, you might as well maximize its usefulness! To that end, Greg provides eleven tips for getting started with Purview. Here’s one of them:

“Pick ONE stage of your lifecycle where Purview eDiscovery use may produce real ROI benefits. Generally this will be upstream in scoping, holds or collections. I have seen ‘eDiscovery make-overs’ fail spectacularly when they are too ambitious and change too many moving parts simultaneously.”

Great tip!

Getting Started with Purview is only one of the Purview eDiscovery Overview resources that Greg provides. He also provides a rough Purview eDiscovery Checklist, a Purview eDiscovery Integration API with features supported by the eDiscovery API, and a list of Purview eDiscovery Integration Partners.

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These are terrific resources for anyone who needs to manage eDiscovery using Purview! Thanks, Greg!

So, what do you think? Are you dealing with discovery of data from Microsoft Purview in your cases? Please share any comments you might have or if you’d like to know more about a particular topic.

Disclaimer: The views represented herein are exclusively the views of the authors and speakers themselves, and do not necessarily represent the views held by my employer, my partners or my clients. eDiscovery Today is made available solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Today should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.


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