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MC321247: Advanced eDiscovery: Enhanced import custodians wizard experience

Updated August 5, 2022: We have updated the rollout timeline below. Thank you for your patience.

Updated May 03, 2022: We have updated the rollout timeline below. Thank you for your patience.

Coming soon to general availability, the Import custodian’s wizard experience in Advanced eDiscovery allows eDiscovery managers to quickly validate and remediate any errors in their CSV file before submitting custodian import jobs. This message is associated with Microsoft 365 Roadmap ID 88814.

The new import custodian’s wizard empowers eDiscovery managers to quickly validate and remediate any errors in their CSV file before submitting custodian import jobs.

MC321247: Advanced eDiscovery: Enhanced import custodians wizard experience

When this will happen

Rollout will begin in late February and is expected to be complete by late September (previously late July).

How this will affect your organization

Previously, when you uploaded a CSV file to import multiple custodians into an Advanced eDiscovery case, the system did not perform an initial check to validate the values in the CSV file. We’ve heard from many of you that it’s painful to wait a long time for the import custodian job to complete, only to discover that the job has failed due to uncaught typos in the uploaded CSV file.

Now, with the enhanced import custodian’s wizard experience, the system performs a set of initial checks to quickly identify errors in the uploaded CSV file before initiating the long running import custodians’ job.

Now, with the enhanced import custodian's wizard experience, the system performs a set of initial checks to quickly identify errors in the uploaded CSV file before initiating the long running import custodians' job.

Download list of errors with information on the specific row, column, and error description to remediate the identified errors prior to your import.

Download list of errors with information on the specific row, column, and error description to remediate the identified errors prior to your import.

Import the CSV file with confidence after remediating all the errors.

Import the CSV file with confidence after remediating all the errors.

Note: For best results, consider splitting your CSV file for importing custodians into multiple files to work within the following limits:

  • 1,000 custodians (1,000 rows) per CSV file
  • 500 additional data sources per custodian (using the columns Workload 1 Type, Workload 1 location, Workload2 Type, Workload2 Location, and so on).

What you need to do to prepare

Your organization must have the appropriate organization subscription for Advanced eDiscovery, and you must be an eDiscovery Administrator in your organization to manage communication templates and issuing officers.

Access the Advanced eDiscovery solution in the Microsoft 365 compliance center:

Learn more

Message ID: MC321247
Published: 05 February 2022
Updated: 05 August 2022
Platform: Online, US Instances, Web, World tenant

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