How to automatically apply sensitivity labels to your data in the Microsoft Purview Data Map
Create new or apply existing sensitivity labels in the data map
If you don't already have sensitivity labels, you'll need to create them and make them available for the Microsoft Purview Data Map. Existing sensitivity labels from Microsoft Purview Information Protection can also be modified to make them available to the data map.
Step 1: Licensing requirements
Sensitivity labels are created and managed in the Microsoft Purview compliance portal. To create sensitivity labels for use through Microsoft Purview, you must have an active Microsoft 365 license that offers the benefit of automatically applying sensitivity labels.
For the full list of licenses, see the Sensitivity labels in Microsoft Purview FAQ. If you don't already have the required license, you can sign up for a trial of Microsoft 365 E5.
Step 2: Consent to use sensitivity labels in the Microsoft Purview Data Map
The following steps extend your existing sensitivity labels and enable them to be available for use in the data map, where you can apply sensitivity labels to files and database columns.
- In the Microsoft Purview compliance portal, navigate to the Information Protection page. If you've recently provisioned your subscription for Information Protection, it may take a few hours for the Information Protection page to display.
- In the Extend labeling to assets in the Microsoft Purview Data Map area, select the Turn on button, and then select Yes in the confirmation dialog that appears.
If you don't see the button, and you're not sure if consent has been granted to extend labeling to assets in the Microsoft Purview Data Map, see this FAQ item on how to determine the status.
After you've extended labeling to assets in the Microsoft Purview Data Map, all published sensitivity labels are available for use in the data map.
Step 3: Create or modify existing label to automatically label content
To create new sensitivity labels or modify existing labels:
Open the Microsoft Purview compliance portal.
Under Solutions, select Information protection, then select Create a label.
Name the label. Then, under Define the scope for this label:
- In all cases, select Schematized data assets.
- To label files, also select Items. This option isn't required to label schematized data assets only.
Follow the rest of the prompts to configure the label settings.
Specifically, define autolabeling rules for files and schematized data assets:
For more information about configuration options, see What sensitivity labels can do in the Microsoft 365 documentation.
Repeat the steps listed above to create more labels.
To create a sublabel, select the parent label > ... > More actions > Add sub label.
To modify existing labels, browse to Information Protection > Labels, and select your label.
Then select Edit label to open the Edit sensitivity label configuration again, with all of the settings you'd defined when you created the label.
When you're done creating all of your labels, make sure to view your label order, and reorder them as needed.
To change the order of a label, select ... > More actions > Move up or Move down.
For more information, see the documentation for label priority (order matters).
Autolabeling for files
Define autolabeling rules for files when you create or edit your label.
On the Auto-labeling for Office apps page, enable Auto-labeling for Office apps, and then define the conditions where you want your label to be automatically applied to your data.
For more information, see the documentation to apply a sensitivity label to data automatically.
Autolabeling for schematized data assets
Define autolabeling rules for schematized data assets when you create or edit your label.
At the Schematized data assets option:
Select the Auto-labeling for schematized data assets slider.
Select Check sensitive info types to choose the sensitive info types you want to apply to your label.
Step 4: Publish labels
If the Sensitivity label has been published previously, then no further action is needed.
If this is a new sensitivity label that has not been published before, then the label must be published for the changes to take effect. Follow these steps to publish the label.
Once you create a label, you'll need to Scan your data in the Microsoft Purview Data Map to automatically apply the labels you've created, based on the autolabeling rules you've defined.
Scan your data to apply sensitivity labels automatically
Scan your data in the data map to automatically apply the labels you've created, based on the autolabeling rules you've defined. Allow up to 24 hours for sensitivity label changes to reflect in the data map.
For more information on how to set up scans on various assets in the Microsoft Purview Data Map, see:
View labels on assets in the catalog
Once you've defined autolabeling rules for your labels in the Microsoft Purview compliance portal and scanned your data in the data map, labels are automatically applied to your assets in the data map.
To view the labels applied to your assets in the Microsoft Purview catalog:
In the Microsoft Purview catalog, use the Label filtering options to show assets with specific labels only. For example:
To view details of an asset including classifications found and label applied, select the asset in the results.
View Insight reports for the classifications and sensitivity labels
Find insights on your classified and labeled data in the Microsoft Purview Data Map use the Classification and Sensitivity labeling reports.
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