Mastering Microsoft Purview Retention Policies: Your Ultimate Guide | Peter Rising MVP
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- Опубликовано: 27 июл 2024
- Mastering Microsoft Purview Retention Policies: Your Ultimate Guide
In this video we continue to follow the study guide for the new Microsoft MS-102 certification exam (currently in beta). So you can learn M365 and study for a new certification all at the same time! This video is all about Microsoft Purview Retention Policies.
Important note: This series is not a complete guide to the MS-102 exam guide. Links to further relevant reading are included with each video.
Here we talk about and demo Data Lifecycle Management in Microsoft Purview.
In this video, you will learn about:
• Retention policies
• Retention labels
• Retention label policies
• Adaptive scopes
After this video, you will have a better understanding of how to administer Data Lifecycle Management in Microsoft Purview to effectively manage the retention and deletion of data within Microsoft 365.
0:00 Intro
0:29 Study guide recap
1:00 Accessing the Microsoft Purview Compliance center
1:14 Data Lifecycle Management
6:15 Retention Policies
20:09 Adaptive Scopes
24:59 Retention Labels
30:21 Auto-apply labels
35:08 Testing the label policy
37:08 Publish labels
37:55 Policy Lookup
38:55 Import
40:28 User Experience
43:12 Outro
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Welcome to my RUclips channel. My name is Peter Rising. I am a Microsoft MVP and have worked with Microsoft technologies for over 30 years.
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Thanks a lot Peter, im revising my courses thanks to your videos, my cert exam is for this afternoon 🙏
Best of luck! Hope it goes well.
So very helpful. Your video series are making these technologies much more attainable than some of the Microsoft learn documents.
Thank you so much. That is very kind of you to say.
a lab with user experience of sensitivity labels will be very interesting , thanks again
Happy to help.
Great info! Well explained :)
Thank you so much!
Fantastic
Very kind, thank you!
A really great run through Pete, thanks for sharing. A topic I am only touching on more these days with studying for the MS-102 (very interesting too!).
Thank you Tony. Am glad you found it useful.
Had some of these videos still on my playlist. Awesome!
Awesome, thank you!
Thanks for this. I'm really interested in the adaptive scopes and Power Automate labelled item option. We've got a ton of junk in our tenant, and nobody wants to get rid of it. So, I'm going to have to force a few hands.
Good luck. Hope you can make some progress.
Very good video Peter ! Thanks a lot !
Thank you so much for the wonderful feedback Rob. I really appreciate it!
Have just discovered your channel - am very impressed with this first video. Thanks.
It would be very useful for you to add a video highlighting any pitfalls or gotchas when applying retention/disposal labels. Also sensitivity labels too.
Thanks for the tips! I’ll add that to the list.
Hello,
thanks for sharing your knowledge
My pleasure! 😊
Excellent content as always. Thanks a lot!!
Thank you indeed. Glad you liked it!
Hello Peter! Thank you for this video. I’m still watching it and am about halfway through. Did you get a chance to include links for maintaining the initial creation date, when email is migrated onto M365?
You are most welcome. I don’t think I ever found anything on that. It may be worth a revisit and a new video. I’ll check it out.
Hi Peter - great video, thanks for sharing.
Is there integration of Retention Auto-Labeling policies with the AIP Scanner to automatically apply retention labels to documents stored in on-premises repositories? I'm trying to determine if the AIP Scanner can be used to apply both Sensitivity AND Retention Labels. Thank you!
No. On prem scanner cannot apply retention labels.
Great video, am I correct that "out of the box" so to speak, there aren't default retention policies in place, so unless you configure it you could lose records quite quickly (for example deleted teams chat messages)?
Correct, you need to create these.
Really informative. My question is , For Auto-labeling option, do we need to choose one option from 4 listed categories .(like: sensitive types or words/phrase, .. ) .
Yes you can only select one of those per auto labelling policy.
Do you have any guidance on removing a File Plan label ? I'm currently trying to unpick what someone else implemented into our tenant. I have multiple FIle Plan labels all set to start a disposition review to someone who has left the organisation. I don't think they really understood what a monumental task this is (3 million documents tagged with various labels). I need a way of removing these labels from the tenant but can't seem to find anything online, any attempt at support from MS comes back with you need to pay us Consultancy.
Not something I've done before, but did you see this article? www.linkedin.com/pulse/deleting-microsoft-365-record-retention-label-marc-de-kleijn/#:~:text=Follow%20these%20steps%20to%20delete%20the%20label%3A%201,label%20setting%20Is%20Record%20is%20set%20to%20No.
This was very helpful, thanks! For Teams data do you know if channel posts count the same as 'messages'? Also when you create policies now it asks for Scopes - what's that all about?!
The Teams chat and Teams channel messages are selectable as separate locations in policies. Teams messages also now include Copilot interactions too. As for policy scopes, this relates to the ability to choose the admin units you'd like to apply the policy to. Your selections will effect the options you have at the locations selection step. More on Admin units at - learn.microsoft.com/en-us/entra/identity/role-based-access-control/administrative-units
So under the "Retention Setting" section, the "Retain Items forever", is that the only policy that will allow a restore after the X-number year retention hold?
Retention policies are not the same as a backup and restore. Retention policies only allow retain or delete actions. For restores, you would need a backup solution like Veeam, or the recent M365 native backup solution currently in preview.
Can we apply Retention Policies to Sensitivity Labels?
No. You can apply retention policies to locations where sensitivity labels are available but not directly to the labels themselves
If I set a Microsoft 365 retention policy that deletes Exchange mail content after 6 months, would I also need to set a Retention policy on the mailbox within Exchange Admin Centre as well? Currently a mailbox I'm testing has the 'Default MRM Policy' set, I'm not sure if this would cause a conflict with the Compliance policy?? very confusing!
The old legacy Exchange policies are not oft used anymore. The only practical use they still have is to regularly move content to archive.
@Peter Rising MVP If our Organisation has a Default Data loss Protection policy I created a Data lifecycle management Deletion policy (One Drive) for a few test users (for testing purposes). Do I need to exclude my test users from the Main Default Data Loss Protection policy?
Hi, no you don't need to do that. DLP has no relation to what happens with retention and deletion policies in Data Lifecycle Management.
Thanks. Its not working for me then. It's not deleting files and folders for my test users in One drive after 29 days which is what I have setup in the Data lifecycle management Deletion policy for One drive only.
would setting a retention policy here also affect in-place archive mailboxes ?
The in place archive works independently of the retention policies.
@peterrisingM365 so if a users in-place archive is full, where is the retention policy set to delete old items from the archive?
Thank you very much for sharing a very nice video. I want more such nice videos in the future
Before you apply the retention policies in Microsoft Purview, what business policies do you require?
Well, the business policies will be unique to each organisation, and will often be determined by industry frameworks and standards like ISO27001 and CE+ etc. Once an org understands their obligations, they can determine the nature of their retention schedules.
very sleepy subject
It’s not the most riveting is it. But it’s very important.
this is WHAT WE WANTED 😁🤩🤩🤩... now the Outlook and the information labels inheritance... pdf Adobe reader pro labelling and why is not working 😁when attached to the new Outlook email which has a label "Public" by default O365 .docx .xls and .pttx working but when save from Word > "save as PDF" and attached to the Outlook email it does not entity the label . The Outlook email stays public... can't find the solution ... So Adobe docs are saying you should have the AD Acrobat NOT reader PRO licence... which I don't believe since it was working last week... something somewhere is broken #O365UPDATES 😂😁.../Me think