LegalHold 4.4.1 Release Notes
(Disclaimer: This release note is subject to change until version 4.4.1 has been fully deployed to the Production environment.)
These release notes detail the information related to Enhancements, Improvements, and resolved issues in the LegalHold 4.4.1 release. This release introduces a range of exciting and highly requested features aimed at enhancing the LegalHold workflow for our clients:
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Improved Microsoft Purview Custodian Status Synchronization: Added a scheduled background task that automatically synchronizes custodian preservation statuses between Microsoft Purview and LegalHold.
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Employee ID Update Import: Added support for bulk updating employee IDs through CSV import. Administrators can update employee IDs while preserving existing user data and associations by matching records using the current employee ID and email address. The feature includes validation, a summary error report, and is available as an opt-in capability for clients.
Enhancements/Improvements
Enhancement: LegalHold Purview Custodian Status Sync
Description: Introduced a new scheduled background task “LegalHold Purview Custodian Status Sync” that regularly compares each custodian's preservation status in Microsoft Purview against their corresponding status in LegalHold.
Because Purview can take up to 24 hours to fully process preservation requests, this task ensures LegalHold accurately reflects the true, finalized hold state without making unnecessary updates when statuses already match. To support this synchronization, new intermediate preservation statuses have been implemented within the LegalHold–Purview integration:
- Pending: Applied when a hold is initially issued.
- Pending Release: Applied when a hold release is initiated.
- On Hold / Released: Updated automatically only after Microsoft Purview confirms the processing window is complete and the actual state is achieved.
Tracking codes: LH-20068, LH-20067, LH-20294
Enhancement: Employee ID Update Import
Description: Administrators can now bulk-update employee IDs via CSV import, making it easier to manage records when IDs change, for example, during contractor-to-hire transitions or when rehires receive new system IDs. The system matches records using the old employee ID and email address, then applies the new ID while preserving all existing data and associations. The feature is opt-in per client and includes validation with a summary error report.
Tracking code: LH-17414
Bug Fixes
Issue: Fixed an issue where pagination in Hold Responses displayed duplicate data. When viewing hold responses with multiple inactive custodian statuses, navigating beyond the second page would incorrectly repeat previous results instead of loading the correct records. Pagination now displays the proper set of records on every page.
Tracking code: LH-20311
Issue: Released Data Stewards incorrectly received custodian release notifications.
Description: When releasing active custodians on a hold, Data Stewards who had already been released from that hold were still receiving notifications. Released Data Stewards are now properly excluded from hold-related notifications.
Tracking code: LH-20140
Issue: On Hold Flag Now Accurately Reflects Custodian Release Status
Description: Fixed an issue where the On Hold flag on a person's profile did not update correctly after a custodian was released from a legal hold. Previously, released custodians, particularly those with an Inactive status, could still display "On Hold = Yes" even after being individually or bulk released from all active holds. In some cases, the reverse also occurred, where active custodians on a hold incorrectly showed "On Hold = No". The On Hold flag now syncs reliably with the custodian's actual hold status across all release scenarios.
Tracking code: LH-20558