How to enable permissions for in-place eDiscovery in Exchange 2013

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In order to use the in-place eDiscovery and administrator has to assign admin roles permission to an user or a group before such user/group can use the feature.

If you are not sure if you have the permission there is always the proper method to check if you belong to the group, but the EAC provides you some hints..

The first hint is that on compliance management and on in-place eDiscovery & hold tab you will see only 4 action buttons. Also if you try to create a new in-place eDiscovery & hold object you won’t be able to change the third page of the wizard (Search query).

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How to fix it..

It’s just a few clicks away.. first of all assign permission to the desired administrator, in our case we are adding the user administrator (by the way, he is giving the permission himself).

Open EAC, click on permissions item on the left, and double click on Discovery Management on the right side. In the new page add the user/group to the Members section and click Save.

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Now, make sure that the affected user logs off the current session on EAC and open it again, and voilà the first page now has way more than 4 buttons .. that is good sign..

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If we create a new entry on the same page, we will have the ability to change  the search query page, as follows

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That’s it you are good to go. Happy eDiscoveries for you!

Written by Anderson Patricio

Anderson Patricio

Anderson Patricio is a Canadian MVP in Cloud and Datacenter Management, and Office Server and Services, besides the Microsoft Award he also holds a Solutions Master (MCSM) in Exchange and several other certifications. Anderson has been contributing to the Microsoft Community with articles, tutorials, blog posts, twitter, forums and book reviews. He is a regular contributor here at ITPROCentral.com, MSExchange.org, Techgenix.com and Anderson Patricio.org (Portuguese).

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