Use Microsoft Purview Data Lifecycle Management (formerly Microsoft Information Governance) and Microsoft Purview Records Management to govern your Microsoft 365 data for compliance or regulatory requirements.
If you're not an E5 customer, use the 90-day Microsoft Purview solutions trial to explore how additional Purview capabilities can help your organization manage data security and compliance needs. Start now at the Microsoft Purview trials hub. Learn details about signing up and trial terms.
Use Microsoft Purview Data Lifecycle Management (formerly Microsoft Information Governance) to keep what you need and delete what you don't.
Step
Description
More information
1
Understand how retention and deletion works for Microsoft 365 services.
After you understand how you can use retention policies and retention labels, identify your workloads that need a retention policy and whether you need to create retention labels for exceptions.
Create retention policies and if needed, retention labels for exceptions.
The most commonly used retention policies are for Exchange, SharePoint, Teams, Microsoft 365 Groups, and Viva Engage. You can configure exceptions for documents and emails.
Enable mailboxes for archiving and auto-expanding archiving, consider whether you need to customize when emails are moved to the archive mailbox, and make mailboxes inactive when users leave the organization.
Use Microsoft Purview Records Management to manage your organization's high-value items for business, legal, or regulatory record-keeping requirements.
Step
Description
More information
1
Understand the records management solution.
Use retention labels with more flexible configuration options and when required, declare items as records.
File plan lets you create retention labels interactively or import in bulk, and export for analysis. Labels that you create with file plan support additional administrative information to help you identify and track business or regulatory requirements.
Your retention labels can be published and applied manually or automatically in apps, or automatically applied based on sensitive information, keywords or searchable properties, trainable classifiers, or cloud attachments.
Known as the disposition of data, you can require a manual review of content before it's permanently deleted, and provide proof of disposition for records.
This module introduces Microsoft Purview, which is designed to meet the challenges of today’s decentralized, data-rich workplace by providing a comprehensive set of solutions that help organizations govern, protect, and manage their entire data estate. MS-102