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Microsoft

Implement retention, eDiscovery, and Communication compliance in Microsoft Purview

Microsoft via Microsoft Learn

Overview

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  • Implement and manage retention with Microsoft Purview.

    After completing this module, you'll be able to:

    • Understand the differences between retention policies and retention labels.
    • Configure retention policies.
    • Create, publish, and automate retention labels.
    • Implement event-based retention.
  • Manage records and disposition with Microsoft Purview.

    After completing this module, you'll be able to:

    • Plan retention and disposition strategies using labels
    • Organize and manage labels with the file plan
    • Automate label application using policy conditions
    • Declare content as records or regulatory records
    • Configure and manage disposition reviews
  • Understand Microsoft Purview eDiscovery.

    After completing this module, you'll be able to:

    • Describe the purpose and stages of the eDiscovery process.
    • Compare the classic and new eDiscovery experiences in Microsoft Purview.
    • Explain how Microsoft 365 licensing affects feature availability in eDiscovery.
    • Identify how permissions are used to control access to sensitive case data.
  • Create and manage eDiscovery cases.

    After completing this module, you'll be able to:

    • Configure prerequisites for using Microsoft Purview eDiscovery
    • Create and manage eDiscovery cases for investigations
    • Assign users and guest reviewers to cases with appropriate permissions
    • Configure case-level settings for search, analytics, and review sets
  • Manage data sources and holds in Microsoft Purview eDiscovery

    In this module you learn how to:

    • Identify and configure the content sources used in eDiscovery searches and holds
    • Apply tenant-wide or scoped holds based on the needs of an investigation
    • Review and adjust existing hold policies as cases progress
    • Use PowerShell to verify hold settings and data preservation
  • Use Microsoft Purview eDiscovery to search for content across Microsoft 365. This module covers how to configure cases, define search criteria, and locate messages, files, and other organizational data.

    In this module you learn how to:

    • Assign the roles and permissions to access Microsoft Purview eDiscovery
    • Create and manage cases used to run eDiscovery searches
    • Define search scope and build queries using conditions, keywords, and Copilot-generated prompts
    • Run searches and validate results using statistics or random samples
  • Analyze and prepare content in eDiscovery review sets

    In this module you learn how to:

    • Create and populate review sets with case content
    • Filter, group, and tag items for legal and compliance review
    • Run analytics to reduce data volume and identify key documents
    • Export reviewed items or reuse them in other review sets
    • Generate query reports to compare keyword and KeyQL query results
  • Microsoft Purview Communication Compliance is a solution that helps organizations address code-of-conduct policy violations in company communications, while also assisting organizations in regulated industries meet specific supervisory compliance requirements. Communication Compliance uses machine learning to intelligently detect violations across different communication channels such as Microsoft Teams, Exchange Online, or Yammer messages.

    Upon completion of this module, you should be able to:

    • List the enhancements in communication compliance over Office 365 Supervision policies, which it will replace.
    • Explain how to identify and remediate code-of-conduct policy violations.
    • List the prerequisites that need to be met before creating communication compliance policies.
    • Describe the types of built-in, pre-defined policy templates.
  • This module guides you through implementing data compliance and governance using Microsoft Purview, ensuring your organization meets regulatory requirements and manages data effectively.

    In this module you learn how to:

    • Create retention policies.
    • Implement retention labels.
    • Conduct an eDiscovery (Premium) investigation.
    • Create a communication compliance policy.

Syllabus

  • Implement and manage retention with Microsoft Purview
    • Introduction
    • Overview of retention with Microsoft Purview
    • Create and configure retention policies
    • Create and configure adaptive scopes
    • Exercise - Configure static and adaptive retention policies in Microsoft Purview
    • Create and publish retention labels
    • Apply retention labels across Microsoft 365 services
    • Configure event-based retention
    • Exercise - Configure retention labels for financial and HR content
    • Module assessment
    • Summary and resources
  • Manage records and disposition with Microsoft Purview
    • Introduction
    • Plan for retention and disposition with retention labels
    • Organize retention labels by using file plan
    • Create and manage auto-apply retention labels
    • Exercise - Auto-apply retention label using a trainable classifier
    • Declare records by using retention labels
    • Conduct disposition reviews
    • Exercise - Configure disposition review for contract retention
    • Understand policy and label precedence in Microsoft Purview
    • Module assessment
    • Summary
  • Understand Microsoft Purview eDiscovery
    • Introduction
    • What is eDiscovery?
    • Compare the classic and new eDiscovery experiences
    • Understand the eDiscovery case lifecycle
    • Understand eDiscovery roles and permissions
    • Module assessment
    • Summary
  • Create and manage eDiscovery cases
    • Introduction
    • Configure eDiscovery prerequisites
    • Create and manage eDiscovery cases
    • Manage case access and permissions
    • Configure case settings
    • Module assessment
    • Summary
  • Manage data sources and holds in Microsoft Purview eDiscovery
    • Introduction
    • Understand data sources in eDiscovery
    • Select and manage data sources
    • Create holds in eDiscovery
    • Manage and maintain eDiscovery holds
    • Preserve mailbox content and metadata under hold
    • Identify and report on mailbox holds
    • Module assessment
    • Summary
  • Search for content with Microsoft Purview eDiscovery
    • Introduction
    • Understand eDiscovery and content search capabilities
    • Prerequisites for using eDiscovery in Microsoft Purview
    • Create an eDiscovery search
    • Conduct an eDiscovery search
    • Export eDiscovery search results
    • Module assessment
    • Summary and resources
  • Analyze and prepare content in eDiscovery review sets
    • Introduction
    • Create and manage review sets in eDiscovery
    • Search, filter, and view review set content
    • Tag and organize content in review sets
    • Run analytics on review sets
    • Export and reuse review set content
    • Use the query report to generate keyword reports (preview)
    • Module assessment
    • Summary
  • Detect and address communication risks with Microsoft Purview Communication Compliance
    • Introduction
    • Understand Microsoft Purview Communication Compliance
    • Plan for communication compliance
    • Understand the Communication Compliance workflow
    • Create communication compliance policies
    • Investigate and remediate Communication Compliance alerts
    • Use Communication Compliance reports
    • Detect and manage risky interactions in AI apps
    • Integrate communication compliance with SIEM solutions
    • Module assessment
    • Summary
  • Implement retention, eDiscovery, and Communication compliance in Microsoft Purview
    • Introduction
    • Exercise - Create retention policies
    • Exercise - Create and publish retention labels
    • Exercise - Conduct an eDiscovery search
    • Exercise - Create a communication compliance policy
    • Summary

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