Adding targeted collection for OneDrive for Business

Last published : Jun 07, 2026
The OneDrive for Business reactive collector lets your organization collect files that are associated with customer's OneDrive cloud storage. After an administrator configures this collector for your organization, the files that match the user source criteria can be collected in Arctera eDiscovery.
You must configure the user source criteria for each OneDrive for Business reactive collector. Based on this user source criteria, the OneDrive reactive collector collects the files in Arctera eDiscovery to perform all eDiscovery operations.
You can configure this targeted collection only if the Arctera eDiscovery primary service and the OneDrive for Business secondary service is enabled for a required customer is enabled in the Arctera Unified Platform Arctera Management Console. You must possess the administrator role to configure the OneDrive for Business reactive collector synchronization in Arctera eDiscovery.
To configure Targeted Collection for OneDrive for Business
  1. On the Investigations tab, in the left navigation pane, selectTargeted Collection.
  2. Click Add and select theOneDrive for Business collector.
    Note: At the time of adding the first collector, theSet up Collectionbutton appears in the middle of the screen. If one or more collectors are already added, theAddoption appears.
  3. On the Collection Information tab, specify the following:
    Collection name Provide a unique name for this collection.
    Email Enter email to get notification once the targeted collection has finished processing.
    Select a collector to get data from Select the OneDrive for Business collector that is already configured in Arctera Unified Platform Management Console.
    Note: If theEV Folder Targetfield is set toNowhile configuring the OneDrive for Business archive collector in the Management Console, the collector does not appear in the drop-down list during targeted collection configuration in Arctera eDiscovery. This is because items from such collectors are not ingested into Arctera Unified Platform - whether through regular, proactive, or cloned targeted collection.
  4. Click Save and Next to navigate to theFilter tab.
  5. On the Filter tab, specify the following:
    User source configuration - Select the All users option to include all the available users.
    - Select the Select users from list option to open the list of all users. Select the users whose activities you want to collect, and click Confirm .
    Synchronizing user accounts
    To get the latest user list, click Sync . This synchronization process may take several minutes as it synchronizes all the accounts from the content source.
    Resetting current user selection:
    Click the Reset icon to reset the list of monitored users to the lastly-saved selection.
    Select matching method for the keyword search Provide any words contained in the file name or other file metadata. Press ENTER to confirm the word or a phrase.
    You can enter multiple words and phrases.
    Select All to consider all the specified words and phrases you want to search and collect.
    Select Any to consider any of the specified words and phrases you want to search and collect.
    Select date range Specify the date range for collection. The available options are Before, After, and Between.
  6. Click Save and Next to navigate to theSend to Cases tab.
  7. On the Send to Cases tab, specify the following:
    Send to existing case Although this field is optional, the check box is selected by default.
    - If you want to send a search result to cases, select this check box and choose one or more cases from the list of available cases. Navigate to the next and previous pages to access the available cases.
    - If you do not want to send a search result to cases, clear this check box. Upon clearing this check box, the application displays a confirmation prompt that you have not selected any case to send the collected items. Do the following as required: Click No to assign a case and complete the setup. Click Yes to proceed without selecting a case. This allows you to archive the items first and send them to the required cases later.
    Collection set name Enter the collection set name.
    When you select a single or multiple cases in the eDiscovery tab, the node of this name is displayed under the Case Documents node.
    After the targeted collector is configured and the displayed status is Archived , all the items are sent to this Collection Set in the respective cases under the Case Documents node.
  8. Click Save and Next to navigate to theReview tab.
  9. On the Review tab, do the following:
    • Check the configuration information to ensure accuracy.
    • To modify configuration information, click the corresponding Edit link.
  10. If the data is correct, click Complete.
The OneDrive for Business archive collector appears in the Targeted Collections page.
Note: If the status of the OneDrive targeted collector isArchived, you can expand the targeted collector row to view theCollection Defensibility Reportof the OneDrive-specific reactive data. It displays the details like Items Collected, Items Received, Items Archived, Items Duplicate, Items Rejected, and Items Failed. To download the Collection Defensibility Report, click theDownloadicon.
  1. If the status of the targeted collector is Incomplete , modify the collector configuration. To modify the configuration, click on the targeted collection name.
    Note: If the configuration is incomplete, items cannot be sent to case. User cannot modify the previously selected and saved options.
  2. If the status of the targeted collector is Archived, and you want to send items to cases, click** Send to case** in the respective row.
See Sending collected data to cases.
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