Collect Microsoft 365 data

After registering the system, the Azure administrator receives an Application ID, Tenant ID, and secret key (Token). Use these credentials to connect to Microsoft 365.

To collect Microsoft 365 data, perform the following actions.

  1. In the Project page, select COLLECT.

  2. Click the Microsoft 365 button.

  3. In Connect to Microsoft 365, provide the following information.

    1. In Name, type a name to identify the job.

    2. In Credentials, provide your Microsoft 365 Application ID, Tenant ID, and Secret Key (Token) information.

    3. Click Connect.

    4. When the status changes to Connected in the bottom, left of the page, click Next.

  4. In Input Collection Settings, provide the following information.

    1. In Source Data, select the data to collect.

      • Outlook Calendar

      • Outlook Email

      • OneDrive

    2. Optional. In Date Range, choose a Start and End date.

    3. Click Next.

  5. In Select Microsoft Accounts to Collect, provide the following information.

    1. In Available Accounts, select the accounts that you want to collect data from and click > to move them to Selected Accounts.

      • You can also search for the accounts using the Search box.

      • If needed, to remove an account in Selected Accounts, select it and then click <.

    2. Select Automatically Assign Accounts to Custodians if you want the respective existing custodians to automatically appear in the Assign Custodian field.

    3. Click Next.

  6. In Assign Accounts to Custodians, provide the following information.

    1. In Assign Custodian, select a custodian from the list.

      • When you select the Automatically Assign Accounts to Custodians checkbox, the respective existing custodians for the selected accounts are automatically selected in this field.

      • When there is no respective existing custodian for a selected account, select the Auto Create Custodian option from the list.

    2. Click Submit.

  7. You can view the status of the collection job in the Jobs Overview page. Epiq Discovery creates jobs for each custodian and source data type.