All posts in Microsoft 365

Microsoft Purview Records Management – Preparing Your Environment for Event-Based Retention Video

Last month, I wrote a blog series on event-based retention. Joanne Klein and I also released our first episode for Compliance Unplugged, referencing event-based retention as a solution for case management concepts in records management.  I thought it fitting that I pick up my YouTube channel and dust it off a bit to release a new video on how to prepare your environment for event-based retention.  The video will cover setting up the required metadata columns, mapping them to managed properties, and how to test.  Click on the following to check out the video!

Event Based Retention Preparation

Microsoft Purview Records Management – Power Automate Flow for Disposition Based on Document Location

In the previous post, I covered the infrastructure necessary to support a Power Automate flow for disposition based on document location.  In this post, I’ll cover the main components of the flow and describe the process.

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Microsoft Purview – How to Get a Retention Label’s GUID

When creating custom solutions or even troubleshooting your data lifecycle management processes, you may need to know the retention label’s underlying GUID (Globally Unique Identifier).  This is the ID created for the retention label that Microsoft Purview uses for its back-end processes.  Unfortunately, there isn’t an easy way to find this ID from the Purview user interface.  To find the ID, a PowerShell command will need to be run; I’ll cover that process in this post.

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Microsoft Purview Records Management – Initiate an Event

When working with event-based retention, the environment lacks a standard method to start the retention schedule, such as the modified date of the document. An event can take many forms within the lifecycle of a document, such as:

  • Fiscal year-end
  • Calendar year-end
  • Document supersedence
  • Contract expiry

Due to this, it is not possible to begin the retention using an internal, default trigger, so an administrator or process must initiate an event to start the countdown.  In this post, we’ll cover the steps to do that.

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Microsoft Purview Records Management – Plan and Create Event-Based Retention Labels

In my previous post, I discussed event-based retention, what it was, how it worked, and the advantages of this type of retention.  This post will build on that and cover how to plan and create event-based retention labels.

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