Configure review set grouping settings for eDiscovery (Premium) cases
Important
This article applies only to the classic eDiscovery experience. The classic eDiscovery experience will be retired in August 2025 and won't be available as an experience option in the Microsoft Purview portal after retirement.
We recommend that you start planning for this transition early and start using the new eDiscovery experience in the Microsoft Purview portal. To learn more about using the most current eDiscovery capabilities and features, see Learn about eDiscovery.
You can configure grouping settings for each Microsoft Purview eDiscovery (Premium) case to control how the data in a review set is grouped and displayed. Turning on the Enable group setting is only available for review sets in cases created in your organization after March 15, 2023.
Depending when the case is created, items in a review set can be grouped in two ways:
- Group review set items by Group ID and Thread ID: When enabled, review set items are grouped by Group ID and Thread ID. This setting is the default for all cases created after March 15, 2023.
- Group review set items by Family ID and Conversation ID: When disabled, review set items are grouped by Family ID and Conversation ID. This setting is the default for all cases created before March 15, 2023.
For more information about review set grouping, see Group and view documents in a review set.
Tip
If you're not an E5 customer, use the 90-day Microsoft Purview solutions trial to explore how additional Purview capabilities can help your organization manage data security and compliance needs. Start now at the Microsoft Purview trials hub. Learn details about signing up and trial terms.
Configure review set grouping settings for a case
To configure review set grouping settings for a case:
Note
For a limited time, the classic eDiscovery experience is available in the new Microsoft Purview portal. Enable Purview portal classic eDiscovery experience in eDiscovery experience settings to display the classic experience in the new Microsoft Purview portal.
- On the eDiscovery (Premium) page, select the case.
- On the Settings tab, under Review sets, choose Select.
- On the Review sets page, select the Enable group toggle to enable grouping review set items by Group ID and Thread ID.
Note
For cases created before March 15, 2023, the Enable group toggle is disabled. Item grouping in review sets for these cases is based on Family ID and Conversation ID.