Microsoft Purview setup guides

Microsoft Purview setup guides give you tailored guidance and resources for planning and deploying security controls for your organization, apps, and services.

Find and access the setup guides

Setup guides in the admin center require authentication to Microsoft Purview as an administrator or other role with access to the Microsoft 365 admin center. However, anyone can access the guides in the Microsoft 365 Setup portal. In the following table, links are listed for both locations for each guide.

Guide: Setup Portal	Guide: Admin Center	Description
Microsoft Purview Communication Compliance and Insider Risk Management setup guide	Microsoft Purview Communication Compliance and Insider Risk Management setup guide	The Microsoft Purview Communication Compliance and Insider Risk Management setup guide helps you protect your organization against insider risks that can be challenging to identify and difficult to mitigate. Insider risks occur in various areas and can cause major problems for organizations. These problems can range from the loss of intellectual property to workplace harassment, and more. With communication compliance, you can identify and act on communication risks for: - workplace violence - insider trading - harassment - code of conduct - regulatory compliance violations. Insider risk management helps you identify, investigate, and act on risks that include: - intellectual property theft - sensitive data leaks - security violations - data spillage - confidentiality violations.
Microsoft Purview Information Protection setup guide	Microsoft Purview Information Protection setup guide	Get an overview of the capabilities you can apply to your information protection strategy so you can be confident your sensitive information is protected. Use a four-stage lifecycle approach in which you discover, classify, protect, and monitor sensitive information. The Microsoft Purview Information Protection setup guide provides guidance for completing each of these stages.
Microsoft Purview Data Lifecycle Management setup guide	Microsoft Purview Data Lifecycle Management setup guide	The Microsoft Purview Data Lifecycle Management setup guide provides the information you need to set up and manage your organization's governance strategy to ensure that your data is classified and managed according to the specific lifecycle guidelines you set. This guide teaches you how to create, autoapply, and publish retention labels, retention label policies, and retention policies to your organization's content and compliance records. You also get information on importing CSV files with a file plan for bulk scenarios and for applying them to individual documents manually.
Microsoft Purview Auditing solutions in Microsoft 365 guide	Microsoft Purview Auditing solutions in Microsoft 365 guide	The Microsoft Purview Auditing solutions in Microsoft 365 guide provide an integrated solution to help organizations effectively respond to security events, forensic investigations, and compliance obligations. When you use auditing in Microsoft Purview, you can search the audit log for activities performed in different Microsoft 365 services.
Microsoft Purview eDiscovery solutions setup guide	Microsoft Purview eDiscovery solutions setup guide	eDiscovery is the process of identifying and delivering electronic information that can be used as evidence in legal cases. The Microsoft Purview eDiscovery solutions setup guide helps you use eDiscovery in Microsoft Purview that allows you to search for content and manage investigations in: - Exchange - OneDrive - SharePoint - Microsoft Teams - Microsoft 365 Groups - Viva Engage communities.