How to export Office 365 mailboxes to PST using eDiscovery


In this article, I am going to show you how to export Office 365 mailboxes to PST files using an Office 365’s native in-place eDiscovery mechanism as a workaround.

The reason why you may need to use it is that Microsoft doesn’t provide any tools dedicated specifically for this purpose (like the New-MailboxExportRequest cmdlet in on-premises Exchange). In fact, if you want to export mailboxes to PST files to e.g. add a layer of extra protection to your Office 365 data or migrate away from Office 365, the eDiscovery mechanism is your only option, other than opening the mailboxes in Outlook and using its Import/Export functionality.

IMPORTANT: eDiscovery is supported in all Exchange Online plans and in selected Office 365 plans. For more see this TechNet article.

Note that this solution can also be used in Exchange 2016 and 2013.

 

System requirements:

  • 32 and 64-bit versions of Windows 7 and later versions
  • Microsoft .NET Framework 4.5
  • Internet Explorer 10 and later versions or Microsoft Edge. Mozilla Firefox or Google Chrome works only with the ClickOnce add-in installed

As already mentioned, this is a workaround, so most of the below steps are going to be related to setting up in-place eDiscovery. The PST export comes at the end (it is performed via a ClickOnce application).

Steps to export Office 365 mailboxes to PST using eDiscovery

  1. After logging in to your Office 365 portal, access the Microsoft 365 admin center as shown in the below image.Admin app in Office 365
  2. In your Microsoft 365 admin center, expand Admin centers and click Security & Compliance.
    Access Office 365 Security & Compliance Center
  3. In your Security & Compliance center, go to Permissions and edit eDiscovery Manager role group.
    This and the next step are necessary because you need to be a member of the eDiscovery Manager role group to be able to use eDiscovery features.
    eDiscovery Manager permissions
  4. In the eDiscovery Manager role group properties window, add your account to the eDiscovery Administrator list using the Edit button and following a simple creator.

    The role group normally has the following roles assigned: Case ManagementCompliance SearchExportHoldPreviewReview and RMS Decrypt. In some cases, the Export role is missing. If that is the case, make sure you add it by clicking the Edit role group button.

    Choosing the eDiscovery Administrator

  5. Now go to Search & investigation > Content Search.
    How to export Office 365 mailboxes to pst - Content SearchImportant note: If you are missing the Content search option, it is most likely related to the eDiscovery permissions you set in the previous steps. Changes in the eDiscovery permissions might take even up to 24 hours to apply. 24 hours after you set the permissions (or less, in my case it happens almost instantly) the tool should work just fine. The issue with permissions might also result in the lack of the export/downloadoption later on.
  6. In the new window, click New Search.
    How to export Office 365 mailboxes to pst - New Search
  7. This window has experienced a few layout updates since the introduction of eDiscovery searches. However, the way it functions is similar. The search window lets you specify which mailbox data you wish to export. Mind that ticking All locations will cause the tool to search through your SharePoint online and Public Folders database, which might take a long while. If you want to export data from all mailboxes, select Specific locations and Modify.
    How to export Office 365 mailboxes to pst New Search - choose what to export
  8. In this window, choose Exchange email or select specific mailboxes using the Choose users, groups option. Additionally, you can enable exporting from SharePoint (again the whole database, or specific sites) and Public folders by checking the Exchange public folders option (in the Public folderssection at the bottom of the window)

    How to export Office 365 mailboxes to pst Select location

  9. Apart from the location filter, the search option gives you several filtering options:
    • keywords/phrases (separated by logical operators: AND, OR, NEAR, NOT, etc.)
    • time ranges
    • From/To/CC/BCC fields
    • message types (which can be defined in the window that opens when you click the select message types… button).
    • and many more. You can check those options by clicking the Add conditions button in the search window.

    eDiscovery Export conditions

  10. If you want to export all mailbox data, just do not add any conditions or keywords. Click Save and run and you will be prompted to enter a name of the search and its description:
    Mailbox PST Backup via Office 365 eDiscovery - Name the new Search
  11. After clicking Save, the wizard will perform the search in the background. Now go back to the Content Search window, hit Refresh and choose your search.
    Save results of the content search
  12. In the window that pops up, you can see if the search has been completed and the details concerning its result. Click More and Export results.How to export Office 365 mailboxes to pst export results
  13. In this window, you can choose if you want to include encrypted files. You can also decide how to export the Exchange content. I find the default options to be the most reasonable for a backup – each mailbox has a separate PST file, which makes recovery a bit easier if necessary. Do not check the Enable deduplicationoption, unless you want the search results to be exported to a single PST file. For more on unsearchable items see this TechNet article.
    When you are finished, click Export at the bottom of the window.
    How to export Office 365 mailboxes to pst export results 2
  14. The wizard starts to export data. Go to the Export tab and choose your search again to see its progress.Export tab
  15. You can either wait for the task to finish or click Download results right away. If you start to download the results before the export is completed, the download and export tools should finish at the same time. Another important part of this window is the special export key. Remember to copy it, as it will be required in the ClickOnce application that will start in the next step
    Export Office 365 mailboxes to PST download results
  16.  A ClickOnce application called eDiscovery PST export tool will start. Paste the export key copied in the previous step. Next, point the Export tool to a folder where you want to save the PST files.
    Paste the export key and point to the download location

After you click Start, the tool will begin the export. When it completes, close the application.