Steps

Action

Login to the portal

Sign into https://portal.microsoftonline.com as the tenant administrator

Add the user to the Discovery Management Role

Select ‘Manage’ Under Exchange Online

Select ‘Roles and Auditing’ and select the ‘Discovery management Role’ and details to add a user to the Discovery Management role group

Add the relevant user

NOTE: This user will have access to search information within a user’s mailbox

Note the new membership

Perform a new search and estimate the search results first

When I login to the portal with the assigned user we specified above I see the ‘Discovery’ tab under ‘Mail Control’.

When I click on new search I need to specify what the search criteria is, such as keywords, mailbox to search and you can also estimate the search results before you run an actual search

Note: If no results are returned you can go back into details and redefine your search

Perform a search and select ‘copy search results’

Select details again

You can now save the search results to a destination mailbox (Discovery Search Mailbox)

Note the number of items found, click open to see the search results

Select ‘Open’ to open the discovery mailbox and view the search results

View the search results