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 a workaround which utilizes Office 365’s native in-place eDiscovery mechanism.

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 Mozilla Firefox or Google Chrome, 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).

1. After logging in to your Office 365 portal, access the Office 365 Admin center as shown in the below image.

Accessing the Office 365 admin center

2. In your Office 365 admin center, expand Admin centers and click Exchange.

Accessing Exchange admin center from the Office 365 admin center

3. In your Exchange admin center go to permissions and double click Discovery Management.

This and the next step are necessary, because you need to be a member of the Discovery Management role group to be able to use eDiscovery features.

Accessing Discovery Management role group's properties

4. In the Discovery Management role group properties window add your account to the Members list using the plus button and click Save.

Make sure that Legal Hold, Mailbox Import Export and Mailbox Search roles are added in the Roles section (if not, correct this using the plus button).

Editing Discovery Management role group's properties

5. Back in Exchange admin center, go to compliance management, click the plus button to start a new in-place eDiscovery & hold wizard, type in a name and click Next.

Starting a new in-place eDiscovery & hold wizard

6. If you want to export data from all mailboxes, select Search all mailboxes.

Or select specific mailboxes using the Specify mailboxes to search option, and then clicking the plus button. This will open a new window  – highlight the mailboxes you want to export data from, click add -> and OK.

Additionally, you can enable exporting from Public folders by checking the Search all public folders option (in the Public folders section at the bottom of the window)

Defining the scope of mailboxes that will be searched

7. The next step gives you several filtering options (unless you want to export all data, in which case select Include all content):

  • keywords/phrases (separated by logical operators: AND, OR, NEAR, NOT, etc.)
  • time ranges
  • From/To/CC/BCC fields
  • and message types (which can be defined in the window that opens when you click the select message types… button).

Defining the scope of content that will be searched

8. The final step of the wizard is related to in-place hold settings, which don’t concern us in this scenario. After clicking Finish a dialog box will show the progress of settings being saved. When it finishes click Close.

9. Now that you have set up an eDiscovery search, you can export its results to PST files. To do this, click the downward arrow button (marked red in image below).

10. A ClickOnce application called eDiscovery PST export tool will start. Point it to a folder where you want to save the PST files.

The eDiscovery PST export tool

Do not check the Enable deduplication option, unless you want the search results to be exported to a single PST file.

For more on unsearchable items see this TechNet article.

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

After performing the export, you can delete the eDicscovery search in compliance management, in-place eDiscovery & hold by highlighting it and clicking the trash button.

Suggested reading

CodeTwo backup solutions for Office 365 and Exchange: Offline mailbox backups and recovery

CodeTwo migration software for Exchange and Office 365

How to export Office 365 mailboxes to PST using eDiscovery by

15 thoughts on “How to export Office 365 mailboxes to PST using eDiscovery

    P.S. Microsoft was useless.
    P.P.S. Godaddy was super helpful even though it wasn’t their problem.
    Good day! :)

  2. thanks Adam, works a treat however the mailbox I exported is massive so it split it into multiple 10Gig pst files.

    Is there a way to consolidate them all into one PST?

  3. In my account I cannot complete Step 4 because there is no plus and minus buttons to add new Roles. What should I do?

  4. I was able to successfully export using an administrative account that had no mailbox or license. I did have to log off and back on after adding the permissions to the account for the export option to appear. I also did have to add the “Mailbox Import Export” permission to the Discovery Management Role manually.

  5. @Adam; the account you use to do the export alse needs to have an active mailbox. If this is an administrator account without an active mailbox temporarily assign a license to this account.

  6. Thanks “Adam the 32-bit Aardvark”! I really appreciate you posting this!

    One minor comment: I was not able to add the Mailbox Import Export role but found that if i ticked the box to “Search All Public folders” when creating the eDiscovery it then let me do the save to PST option anyway.

    If i did not check the box for “Search All Public folders” the download button (arrow) would not show up.

    • Hi Jason,

      Did you get any errors when you tried to add the Mailbox Import Export role?

      Best regards,

  7. It takes some time for the system to update with a new role. It also helps to log out and completely close the browser.

    At the ClickOnce application step it did not work in Chrome but the obvious solution is to open it from Internet Explorer.

    Thanks so much for these detailed instructions!

Leave a Reply

Your email address will not be published.



You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>