Question
How can I associate existing Custodians (People) to their respective Data Sources in eDiscovery in bulk?
Note: The steps here focus on associating existing People with their Computers, Shares, Groups, Enterprise Vault, and other existing Evidence sources, in bulk. However, a subset of these steps can be used to import new People, along with their associated Data Sources.
Prerequisites
- Existing People Data Sources
Answer
- In eDiscovery, go to Data Sources > People
- Click the "Export to CSV" button to export a list of all existing Custodians
- Save the resulting CSV
- Click the "Import Custodians" button
- In the "Import Custodians from CSV" dialog, click "Download CSV Template" in the lower-left
- Save the resulting CSV
- Open the both downloaded CSVs a spreadsheet editor
- Copy any desired entries from the "First Name", "Last Name", "Username", "Email Address", and "Domain" columns from the CSV from step 3 into the appropriate columns in the CSV from step 6.
- Continue editing the CSV from step 6 to associate each listed Custodian with the desired data sources
- Save the changes to the CSV, making sure not to change its format
- Back in the "Import Custodians from CSV" dialog, check the "Merge into existing people" box
- Browse to your updated CSV
- Click "Import"
Notes
- Multiples of the same data source type can be entered into a field by using a semicolon (;) to separate them.
- Data Sources can be pre-existing or new.
- Fields left unintentionally blank in the CSV being imported will result in those fields in eDiscovery being erased.