All Things E (eDiscovery That Is)

Some people have questioned me recently about where they can get the deep dive on all things E (Microsoft eDiscovery that is). One of these conversations went something like this: “Dammit Jim, I’m an eDiscovery specialist, not an IT everything expert.” I get where he is coming from, SharePoint, Exchange, Lync, Office 365 – there is so much going on it is enough to make your head spin.

So here are some resources to help you drink from the proverbial fire hose for all things regarding Microsoft eDiscovery. There are lots of great resources out there, so here is a link fest so you too can become an enlightened eDiscovery expert, and no you don’t need to be an IT everything expert.

First, Microsoft breaks content down into three sites. This can make things a bit confusing because as an eDiscovery person you may be doing a mix of setup and using the eDiscovery site. You may be searching on TechNet to find out how to run a search query, but that content is actually on Be sure you are searching in the right place.

Getting Started:

Intro to eDiscovery in SharePoint, Exchange, and Lync 2013

Overview of Microsoft Office eDiscovery with Exchange, SharePoint, and Lync 2013

End to End Microsoft eDiscovery in office and Office 365 Presentation

eDiscovery FAQ

In-Place eDiscovery and In-Place Hold in the New Exchange - Part I

In-Place eDiscovery and In-Place Hold in the New Exchange – Part II



Learn about eDiscovery in Office 365

End-to-end Microsoft eDiscovery in Office and Office 365

How Microsoft's Legal Department Does eDiscovery

eDiscovery and Organizational Search in Exchange


Setup & Configuration:

Configure eDiscovery in SharePoint 2013

Plan for eDiscovery in SharePoint Server 2013‎  

Set up an eDiscovery Center in SharePoint Online

Exchange In-Place eDiscovery


Step by step:

Plan and manage eDiscovery cases

Add content to an eDiscovery case and place sources on hold

Create and run eDiscovery queries

Export eDiscovery content and create reports



AIIM Training: Managing Records & eDiscovery in SharePoint 2013

Microsoft SharePoint Certifications

SharePoint 2013 End User Level II training – covers eDiscovery

Office Guides: Using Archiving and eDiscovery in Exchange


Advanced Query Syntax (Exchange 2010):

Advanced Query Syntax

How to Use AQS to Construct Discovery Queries


Keyword Query Language (SharePoint and Exchange 2013 query syntax):

Keyword Query Language

Searching and using keywords in eDiscovery


Properties you can search on:

Overview of crawled and managed properties in SharePoint Server 2013


Search and Delete (Exchange 2010 and 2013):

Search For and Delete Messages


File Formats and Indexing Limits

Search Indexing Limits for SharePoint Online

File Formats Indexed By Exchange 2013 Search

Default crawled file name extensions and parsed file types in SharePoint Server 2013

Exchange 2010 eDiscovery

Default Filters for Exchange Search

File Types Indexed and Excluded for Multi Mailbox Search (Exchange 2010 no longer applies to Office 365)


eDiscovery in SharePoint 2013

eDiscovery in EWS in Exchange‎ 



You can't start the eDiscovery PST Export Tool from the Exchange admin center in Exchange Online

"Export failed with error type: 'FailedToSearchMailboxes'" error when you try to export eDiscovery search results to a PST file in Exchange Online

"The system cannot find the file specified" error in eDiscovery


I hope this helps, feel free to post more links to useful resources in the comments. Also if you see anything missing in this list that you would like resources on please post that in the comments too, if you have questions we want to make sure you have answers.

Quentin Christensen, Program Manager

Comments (0)

Skip to main content