How To Import a PST File at the Processing Stage in eDiscovery Platform

Description

This guide explains how to import PST files exported from Microsoft Purview into the eDiscovery Platform for processing. It addresses common issues such as folder structure visibility and permission errors, providing a step-by-step resolution to ensure successful PST file processing.

How To Import a PST File at the Processing Stage?

Context and Importance

Importing PST files into the eDiscovery Platform is a critical step in processing data for legal and compliance purposes. However, users may encounter issues such as missing folder structures or errors during the discovery phase. This guide outlines the necessary steps to resolve these issues and ensure smooth processing.

Steps to Import and Process PST Files

1. Verify Permissions on the Case Folder

• Ensure that the Clearwell service account (e.g., domain\cwappadmin) has read/write permissions on the case folder where the PST file resides.
• If permissions are insufficient, grant full permissions temporarily to the "Everyone" group to test the import process.
• After successful data collection, the "Everyone" permissions can be revoked depending on the company security policy.

2. Check the PST File Export Method

• When exporting PST files from Microsoft Purview, if the default method causes issues, use the second export option.
• Ensure that the exported PST file is complete and not corrupted.

3. Verify Microsoft Office Licensing

• Confirm that Microsoft Office (2019 or other versions) is properly licensed on the system where the eDiscovery Platform is installed.
• Unlicensed Office installations can cause errors during PST file discovery and processing.

4. Reattempt Processing

• After addressing permissions and licensing issues, reattempt the PST file processing in the eDiscovery Platform.
• Use the Directory Browser to verify that the folder structure is visible and accessible.

5. Monitor and Test

• Conduct additional testing to ensure all documents within the PST file are processed successfully.
• If issues persist, check for error messages and consult the eDiscovery Platform logs for further diagnostics.

Precautions

• Always document changes to permissions and revert them after completing the task if security is concerned.
• Ensure that the PST file is stored in a secure location to prevent unauthorized access.

Conclusion

By following these steps, one can successfully import and process PST files exported from Microsoft Purview into the eDiscovery Platform. Addressing permissions, export methods, and licensing issues are key to resolving common errors and ensuring a smooth workflow.