This comprehensive course provides deep technical instruction on how to leverage Microsoft Purview for managing data retention policies, conducting eDiscovery investigations, and enforcing communication compliance standards. You will acquire practical expertise in governing the complete data lifecycle, implementing sophisticated record management systems, and deploying advanced eDiscovery capabilities to meet organizational legal and regulatory obligations. The course also covers communication compliance features that help identify and resolve policy breaches within company messaging and communications platforms.
Through this training, you will gain thorough knowledge of Microsoft Purview's full feature set, ranging from basic retention configuration to complex eDiscovery workflows and compliance monitoring. This course is tailored for professionals who need to strengthen their organization's approach to data governance and compliance, keeping pace with evolving regulatory landscapes and organizational risk management.
Intended Audience:
This course is built for IT administrators, data governance specialists, compliance and audit professionals, and legal personnel who manage data lifecycle processes, lead eDiscovery initiatives, and monitor communication policies across their organizations. Participants with existing knowledge of governance frameworks, prior Purview experience, or background in eDiscovery investigations will find this course most valuable.
Prerequisites:
- Foundation in data governance theory and compliance frameworks.
- Practical experience with the Microsoft Purview platform interface.
- Understanding of data lifecycle management approaches and retention concepts.
- Prior involvement with eDiscovery processes or legal holds.
- Familiarity with organizational communication policies and compliance monitoring.
Curriculum Overview:
Module 1: Governing Data Throughout Its Lifecycle Using Microsoft Purview
- Fundamentals of Data Lifecycle Management
- Establishing Retention Policy Rules
- Applying Retention Labels and Classifications
- Setting Up Manual Retention Label Application
- Automating Retention Label Application
- Ingesting External Data Sources into DLM Systems
- Overseeing DLM Operations, Tracking, and Issue Resolution
Module 2: Implementing Records Management Through Microsoft Purview
- Core Concepts in Records Management
- Loading a File Plan into the System
- Configuring Retention Labels for Records
- Setting Up Retention Triggered by Specific Events
- Overseeing Records, Tracking Progress, and Resolving Issues
Module 3: Advanced eDiscovery Investigations Using Microsoft Purview
- Introduction to Microsoft Purview eDiscovery (Premium) Features
- Setting Up Microsoft Purview eDiscovery (Premium)
- Establishing and Overseeing eDiscovery (Premium) Investigations
- Working with Custodians and Independent Data Sources
- Examining and Evaluating Investigation Data
Module 4: Establishing Communication Compliance in Microsoft Purview
- Strategy and Planning for Communication Compliance
- Recognizing Communication Violations and Managing Workflows
- Designing and Applying Communication Compliance Policies
- Real World Example: Setting Up Inappropriate Language Detection
- Addressing and Resolving Communication Compliance Violations
