How To Export An Office 365 Mailbox To PST: A Complete Guide

Outlook – 1

Microsoft has modified the procedures for IT Pros and Exchange Administrators to export mailbox items to a PST file. In an on-premises Exchange Server environment, it is quickly done from the Exchange Admin Center (EAC). However, in Office 365, it’s a little more complicated. Actually, it’s rather involved. Fear not – In this guide, I’ll explain all the different ways to export an Office 365 mailbox to PST, starting with eDiscovery content search.

History of exporting mailboxes to PST: What changed?

Exchange Server (on-premises) has historically had a very straightforward process to export a user’s mailbox to a PST file.

  • Using the Exchange Admin Center (EAC), you need to go to Recipients -> Mailboxes.
  • From there, you need to search for your user, select them, click the ‘…’ (ellipsis) button, then click Export to a PST file.
  • A wizard would open with a few questions including requesting a network UNC path for the location of the PST file. That was it!

As security steadily became more at the forefront of compliance and role-based administration, Microsoft has moved this ‘easily-accessed’ task deeper into the Microsoft 365 Security and Compliance landscape. As you’ll see below, there are quite a few steps IT pros must perform to export a mailbox to a PST file. Let’s get started, we’re in for a wild trip!

How to export an Office 365 mailbox to PST via eDiscovery content search

As I mentioned above, Microsoft has moved the primary access method to export the contents of your users’ mailboxes including mail, calendar items, and even the archive mailbox to Microsoft Purview (formerly the Microsoft 365 Compliance Center website). This is where we will perform our compliance search.

Under the “Solutions” category on the left is Content search. However, before we perform the search, we have to add a specific role to our admin account in order to have permission to do so. Let’s start there.

Using Microsoft Purview to confirm security

Before we initiate a search, we need to add two specific roles to our admin account – the eDiscovery Manager role and the eDiscovery Administrator role. This role is not assigned to any accounts by default. It needs to be explicitly added.

The Microsoft Purview website
The Microsoft Purview website (Image credit: Petri/Michael Reinders)
  • From here, we will expand ‘Roles & scopes‘ and click on Permissions.
Using Permissions to add our required permission right
Using Permissions to add our required permission right (Image credit: Petri/Michael Reinders)
  • Under Microsoft Purview solutions, click on Roles. Here, we have all the roles and role groups specifying various permission rights in the Microsoft 365 ecosystem.
Choosing the correct role to add our admin account to
Choosing the correct role to add our admin account to (Image credit: Petri/Michael Reinders)
  • We are looking for the eDiscovery Manager manager role. There it is, click on it, then click on the Edit button.
Modifying the eDiscovery Manager role group
Modifying the eDiscovery Manager role group (Image credit: Petri/Michael Reinders)
  • This will open another wizard. Let’s click on Choose users right in the middle.
Managing the membership of eDiscovery Manager
Managing the membership of eDiscovery Manager (Image credit: Petri/Michael Reinders)
  • Next, I will select my name and click on Select.
Adding my account to the eDiscovery Manager role group
Adding my account to the role group (Image credit: Petri/Michael Reinders)
  • I did the same for ‘eDiscovery Administrator’. Click Next a few more times, then click Save.
We successfully updated the role group
The wizard worked! (Image credit: Petri/Michael Reinders)

We’re almost ready to go, except that the wizard says that we may need to wait up to an hour for the changes to propagate into the system.

Initiating a content search

The next step is to initiate the search by creating a content search.

  • In the same portal, under the Solutions category, click on Content search, then click on the + New search button.
Starting our content search
Starting our content search (Image credit: Petri/Michael Reinders)
  • Enter a Name and Description as you see fit.
Screenshot 2023 06 01 102809
Enter a Name and Description for our content search (Image credit: Petri/Michael Reinders)
  • On the Locations screen, change the Status for Exchange mailboxes to On. Then, click the Choose users, groups, or teams link.
Selecting what mailbox we want to export
Selecting what mailbox we want to export (Image credit: Petri/Michael Reinders)
  • I have selected my mailbox (Michael Reinders) and clicked Done. Then, I clicked Next.
  • Because we want to export the complete mailbox, we will keep the Conditions screen empty. If we had the need to filter or search for specific emails with a particular subject, we could do that. This is particularly powerful for situations that require you to search your entire tenant mailboxes for emails with a specific subject. You can easily find them all and optionally delete them all!
  • On the Review your search screen, confirm that all looks good and click on Submit.
Reviewing our new Content Search
Reviewing our new Content Search (Image credit: Petri/Michael Reinders)
  • On the ‘Review your search‘ screen, confirm all looks good and click Submit.
  • Our new search now shows a ‘Starting’ status.
Our new Search is starting...
Our new search is starting… (Image credit: Petri/Michael Reinders)

Because my tenant and mailbox are so small, it only took seconds for the search to show as completed, but your mileage may vary.

Exporting and downloading the PST file

The next phase includes running the export from the cloud and downloading the PST file.

  • First, click on the Completed search, click the Actions menu at the bottom, then select Export results.
export an office 365 mailbox to pst
Exporting the mailbox from the Summary tab (Image credit: Petri/Michael Reinders)
  • Next, on the ‘Export results’ flyout, the defaults are mostly OK for our purposes. I usually select the middle option under Output options: All items, including ones that have unrecognized format, are encrypted, or weren’t indexed for other reasons. Personally, I want to grab as much as possible, regardless of what I’ll actually get. When you’re done, click Export.
the Export results screen
Here is the Export results screen (Image credit: Petri/Michael Reinders)
  • After a short while, we get confirmation that a new job has been created. Click OK on that dialog.
The new job has been created
The new job has been created. Be patient – this can take some time… (Image credit: Petri/Michael Reinders)
  • Next, click the Export tab on the top. I clicked on our export and I can see the current progress.
Our export is now processing
Our export is now processing – please wait (Image credit: Petri/Michael Reinders)
  • The Scheduling phase has begun. Eventually, it will be completed. Click the refresh button and it will finally show Completed. Click it again for details.
  • Now, we can see some good details. The PST export is ready for download. First, we will need to copy the ‘Export key‘ to the clipboard so click the ‘Copy to clipboard‘ button in the middle. Then click Download results at the top of the flyout.
The export process is completed
The export process is completed. Next, to download it (Image credit: Petri/Michael Reinders)
  • You’ll then be prompted to open a file. This is the download for the ‘Microsoft Office 365 eDiscovery Export Tool.’ You can ALWAYS count on Microsoft engineers and marketing to be un-succinct!
This is the export tool
This is the export tool (Image credit: Petri/Michael Reinders)
  • When you see the ‘Application Install – Security Warning’ dialog, click the Install button.
The Application Install window
The Application Install window (Image credit: Petri/Michael Reinders)
  • A new ‘eDiscovery Export Tool‘ dialog will open. Paste the export key into the first field, then click the Browse button to choose a location for the PST file.
The eDiscovery Export Tool
The eDiscovery Export Tool (Image credit: Petri/Michael Reinders)
  • Here, I also expanded Advanced options and customized the PST file name as so. Click Start when you’re ready to start the export.
Choosing the settings for the export
Choosing the settings for the export (Image credit: Petri/Michael Reinders)
  • This will now prepare the data and then save it to your location. We are done!
The export worked!
The export worked! (Image credit: Petri/Michael Reinders)

See, that was quite easy even though there are a lot of steps involved in that process.

Can you export an Office 365 mailbox to PST from Exchange Online?

Well, yes and no. As I mentioned towards the beginning of this article, there is no direct GUI in the Exchange Admin Center (in the cloud) to export a mailbox to PST. So technically the answer is no.

However, in a way, the Exchange Online service is being utilized to provide the data from the eDiscovery Content search. So, kind of technically it’s a yes. I know, that’s a little confusing.

How to use Outlook to export an Office 365 mailbox to PST

The other main “legacy” method available to export an Office 365 mailbox to PST is to use the Import/Export functionality built into the Outlook desktop client. This is not available in Outlook on the Web and the new web-based Outlook for Windows.

This isn’t an ideal method for a couple of reasons – the primary being an administrator can’t do this directly. They have to be in front of or remote into the user’s computer to facilitate. Not efficient. But, let’s go through the steps for completeness.

  • In Outlook, click the File menu in the upper left corner.
How to use Outlook to export an Office 365 mailbox to PST
Accessing the File Menu in Outlook (Image credit: Petri/Michael Reinders)
  • On the left, click Open & Export, then choose Import/Export.
Choosing the Import/Export option
The Open & export menu (Image credit: Petri/Michael Reinders)
  • An Import and Export Wizard box will open. Select Export to a file and click Next.
The Import and Export wizard in Outlook
The Import and Export wizard (Image credit: Petri/Michael Reinders)
  • On the Export to a File screen, choose the Outlook Data File (.pst) option and click Next.
Export mailbox to pst outlook
Exporting to a PST file (Image credit: Petri/Michael Reinders)
  • On the Export Outlook Data File screen, make sure to click the very top row. It should be the email address of the user in question. This just tells the wizard to grab ALL the contents of the mailbox. Also, be sure that Include subfolders is checked, then click Next.
Choosing what to export in Outlook
Choosing what to export (Image credit: Petri/Michael Reinders)
  • On the final screen, simply click the Browse button to choose where you want the PST file to be saved.
  • Click Finish and you’ll be prompted for an optional password. You can choose to enter one or leave it blank. Be careful here, for obvious reasons.

And there’s the backup.pst file in my Downloads folder. Voila!

There's our exported file - backup.pst
There’s our exported file – backup.pst (Image credit: Petri/Michael Reinders)

Can you export an Office 365 mailbox to PST with PowerShell?

I will have to say Yes. However, the process is rather extensive, and the complete procedure is outside the scope of this particular post. I could certainly write an entire post on this topic alone!

For now, though, feel free to review this Microsoft Learn documentation to learn more.

What’s the best way to export an Office 365 mailbox to PST?

In conclusion, there are several ways to export an Office 365 mailbox to PST files. The best method for you will depend on your specific needs. I recommend you use the eDiscovery Export Tool on the Microsoft 365 Purview website. Once you have exported your mailboxes to PST files, you can use them for a variety of purposes, such as backing up your data, migrating to a new email system, or simply archiving your old emails.

Here are some additional tips when you need to export an Office 365 mailbox to a PST file:

  • If you are exporting a large number of mailboxes, it may take some time to complete the process.
  • Make sure that you have enough storage space on your computer to store the PST files.
  • If you are exporting sensitive data, you may want to encrypt the PST files.

I hope this helps! Please leave a question or comment below and thanks for reading!

Related article: