Searching for Email Messages and Files in Compliance Search

You can search for email messages and files by using keywords, filters, and saved searches. The search results can be exported to several file formats.

Before You Begin

As an MSP admin, ensure that the system created Compliance role is assigned to the Compliance officer (Compliance user) who wants to run searches in the Compliance search page using the following method:

If the Compliance Search User Group is already available for your Company, assign the Compliance user to the Compliance Search User Group. For information on how to add users to a user group, see Managing User Group Membership.

If the Compliance Search User Group is not available for your Company, create a Compliance Search User Group and then assign the Compliance user to the newly created Compliance Search User Group. For more information on how to create a user group, see Create user group.
Associate the Compliance Search User Group with the Compliance role to the Office 365 client. For more information on associating the user group to the Office 365 client, see:

Procedure

From the navigation pane, go to Data Insights.

The Data Insights page appears.
Under eDiscovery /& Compliance, click Compliance search.

The Compliance search page appears.
In the upper-left area of the page, from the list, select one of the following data types:
- Email
- Email, File
- File
To set a default value for searching email messages, files, or both, do the following:
1. On the Configuration tab, click Edit.
  
  The Preference dialog box appears.
2. From the Default search view list, select Email, Email, File, or File.
3. Click Save.
Search for email messages or files:

Search method	Steps
Keyword	In the search box, enter the keyword, and then click the search button.
Filter	Click a predefined facet, and then select a value. For example, to see all email messages that do not have an attachment, click the Attachment facet, and then select the false check box.
Saved search query	On the Query sets tab, in the Actions column for the query set that contains the search query, click the action button , and then click View queries. The Queries dialog box appears. In the Actions column for the search query, click the action button , and then click Run query.
Custom search query	Click Advanced search, and then select from the following options: To include a keyword, in the Keyword box, enter the keyword. To add filters with user-defined values, click Add criteria. If you use multiple criteria from a single category, use the Inter field operator list to define the relationship between the criteria. For example, to define an "and" relationship between File type and Modified date, from the Inter field operator list, select AND.