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What is the recommended approach?
Use eDiscovery for legal and compliance scenarios, and Content search for broader, non-legal data retrieval tasks.
As of 2025, 63% of enterprises are managing over 100 TB of data, making it increasingly difficult to identify specific content, even when data is efficiently organized.
Microsoft eDiscovery search is available within the Microsoft Purview Compliance Portal, using either Core or Advanced eDiscovery tools. It allows authorized users to run targeted content searches using keywords and conditions across various Microsoft 365 data sources.
Note: Searches are referred to as “Collections” within an Advanced eDiscovery case.
A Microsoft 365 E3 or equivalent license is required for Core eDiscovery. A Microsoft 365 E5 or Microsoft 365 E3 + eDiscovery and Audit add-on license is required for Advanced eDiscovery.
Additionally, administrators can select the “Locations on hold” option during search creation to scan content in held locations.
Step 1: Go to the Microsoft Purview Compliance Portal, navigate to the Solutions section in the left-hand menu, and select eDiscovery.
Step 2: Under the eDiscovery section, click on Cases. You can either:
Step 3: Click “+ Create search” to begin setting up a new search. Provide a name and an optional description for the search. Click Next.
Step 4: Configure Search Criteria
Step 5: After submitting the search, you can take actions such as edit, rerun, or export results. Exported results can be downloaded as a .csv summary report or a .zip file containing the actual content.
Content search is a search tool available in the Microsoft Purview Compliance Portal. While it is part of the same compliance framework, it operates independently from the eDiscovery tools and does not offer case management, legal hold, or review capabilities.
Content search is available with most Microsoft 365 business and enterprise plans, including Microsoft 365 E1, E3, and E5. Users must be assigned the appropriate Compliance Center roles (e.g., Content search or eDiscovery Manager role group) to access the feature.
Step 1: Navigate to the Microsoft Purview Compliance Portal. Select Content search from the navigation pane.
Step 2: Click “Search from the top menu bar. Click “+New Search”.
Step 3: Type a name and description (optional) for the new search. Click “Next”.
Step 4: Choose the Microsoft 365 locations where you want to search for content. For example:
Step 5: Add conditions for the search if needed. This could include specific keyword(s) and add conditions to search for the keyword. Click “Next”.
Step 6: Review the search configuration, including name, selected locations, and any conditions or keywords applied.
The eDiscovery search tool is available within Core and Advanced eDiscovery features in the Microsoft Purview Compliance Portal. It is typically used in scenarios involving litigation, regulatory compliance, or internal investigations. Because it supports case-based workflows, legal hold, and auditable export actions, eDiscovery search is ideal for identifying and preserving content that may serve as potential evidence for legal counsel.
In contrast, the Content search tool is best suited for broad data retrieval needs that do not involve legal or compliance requirements. It lacks legal hold, review sets, and role-based case management. While it can search across most Microsoft 365 data sources, it does not allow searching specifically within content placed on hold (this is reserved for eDiscovery). Content search is primarily used to locate and export content for operational, IT, or auditing purposes.
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