Exporting SharePoint from Office 365 using the Compliance Center involves a series of steps. In this article, we’ll guide you through the process, from creating a content search to downloading the SharePoint data. Let’s get started!
Step 1: Assign eDiscovery Manager Role.
By default, a Global Administrator does not have all the permissions to export a mailbox to pst so that you need to assign eDiscovery Manager Role to yourself.
First, sign in to the compliance portal https://purview.microsoft.com/ using an account that has the necessary permissions to assign roles. You must be a member of the Organization Management role group or have the Role Management role.
In the left pane, click on the Settings.
Then Role groups.
If you use the old Compliance portal, navigate to Roles & scopes and select Permissions. On the Permissions page, under Microsoft Purview solutions, click on ‘Roles’.
If you don’t see Role groups or Permissions, it means you are missing the Role Management role.
On the Role groups page, find and select ‘eDiscovery Manager’. This is the primary role group for managing eDiscovery tasks.
In the eDiscovery Manager pane, you can assign users to two subgroups: eDiscovery Manager and eDiscovery Administrator.
To assign a user as an eDiscovery Manager, click ‘Choose users’ in Manage eDiscovery Manager,
then choose ‘Select users’. Search for the user you want to add, select them, and click ‘Next’.
To assign a user as an eDiscovery Administrator, repeat the process but choose the Administrator role group. Administrators have broader access and can manage any case within the organization.
Once all users are added, review your changes, and click ‘Save’. Your selected users now have the assigned eDiscovery permissions.
Step 2: Create a New Search
Once in the Compliance Center, click on ‘Content search’ in the left navigation pane.
Next, click on ‘New search’ to start the process.
Give your content search a name and description to easily identify it later. When you’re done, click ‘Next’.
In the Locations section, turn on ‘SharePoint sites’. Click ‘Choose sites’ to select the SharePoint sites you want to export. Once selected, click ‘Add’, then ‘Next’.
Here, you can define search conditions. Leave this blank to export the entire mailbox or customize based on criteria like date or subject. Click ‘Next’ when ready.
Review your search settings, then click ‘Submit’. Wait for the search to complete, refreshing the page until the status changes to ‘Completed’.
Once completed, click on the search you created in the ‘Content search’ section.
Step 3: Export the Search Results
Click ‘Actions’ and then select ‘Export Results’ to begin the export process.
Choose ‘All items, including ones that have unrecognized format’. Then click ‘Export’.
Go to the Export tab in Content search and wait for the export to complete. Refresh the status periodically—it may take some time depending on the SharePoint size.
Step 4: Download the SharePoint data
Once the status is ‘Completed’, click ‘Content search’., and then ‘Export’.
Also, click on Copy to clipboard to copy the export key.
The eDiscovery Export Tool will launch. Enter the export key found on the export page and choose the download location.
Click ‘Start’ to begin the download. When finished, navigate to your download folder to access the SharePoint file. And that’s how you export a SharePoint using the Microsoft 365 Compliance Center!
