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December 1, 2021
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Information Records Management 101: Building Your IRM Foundation – Presentation

Records Management Word Cloud
Information & Records Management, Microsoft 365, SharePoint Online , , 2

I recently worked with a couple of Microsoft 365 user groups to provide some groundwork for Records Management.  This presentation covers general records management concepts (technology agnostic) before discussing the implementation with Microsoft 365.  Both groups asked some great question and I really enjoyed meeting with them.  It’s a good presentation to understand not only the how, but also what records management is, why it’s important, who should be involved, and where it can be used within Microsoft 365.

 

Information Records Management 101 – Building the Foundation

(Note: if you have issues with the link above please review the comments at the bottom of this page).

December 1, 2021
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Protecting your Sensitive Data – Presentation

InformationProtection
Information Protection, Microsoft 365, SharePoint , , 0

I recently had the pleasure of presenting a topic that is important to me to a few user groups.  With the onset of the global pandemic, a number of organizations had to move their resources into the cloud very quickly.  In some cases, proper steps were not taken to allow for a fast transition.  Because of this, many organizations do not have the necessary protections in place to ensure their sensitive information is secure.  This presentation can help organizations with that.  It provides an overview of the Microsoft 365 Information Protection features within the platform and how they should be utilized.

 

You Have Sensitive Information Lets Protect It

October 19, 2021
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Microsoft 365 Records Management – Auto-Apply Retention Label Policy Not Functioning

Records Management Word Cloud
Information & Records Management, Microsoft 365, SharePoint, SharePoint Online , , , 2

I was recently working on a pilot for a client that required auto-apply of retention labels.  The client wanted to understand if Microsoft 365 could meet their needs for records retention and disposal.  To assist we set up your standard assortment of retention labels and policies such as auto-delete, disposition reviews, etc.  One of the requirements was to configure auto-apply labels to decrease the level of involvement required by users.  In their current record management system, they were configuring retention at the folder level.  While this can certainly be accomplished with SharePoint Online, I strongly encouraged them to process auto-apply labels based on metadata instead.  So one of our pilot configurations was to create a couple of auto-apply policies that applied labels based on a site column value.  We created the policies, added content, set the metadata, and waited.  Microsoft states it will take a little time for the labels to apply. I suggested a week, but by the second week, we still didn’t have any labels being applied automatically.  I confirmed the queries were configured correctly (I’ll cover this in my next post), but in the end, we had to admit the auto-apply retention label policies were not functioning.

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October 19, 2021
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Microsoft 365 Records Management – Auto-Apply Retention Label Policy

Information & Records Management, SharePoint, SharePoint Online , , 0

In previous posts, I discussed creating retention labels and publishing them to your various sites. This is an effective way to ensure record retention processes are followed within your organization.  However, the process can require a lot of user interaction.  Many organizations find their users do not apply labels.  The reasons for this range from being unsure which option to select to not having time to do it.  This can cause records to be deleted before they should or kept longer than required.  In this post, we’ll help to alleviate that by using an auto-apply retention label policy.  It’s a bit of a longer post, but there can be many parts to properly configuring auto-apply retention labels.

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October 13, 2021
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Microsoft 365 Information Protection – Site Sensitivity Label Alerts

InformationProtection
Information Protection, Microsoft 365, SharePoint , , 0

In my previous post, I discussed configuring site sensitivity using Microsoft 365 MIP (Microsoft Information Protection) labels.  In this follow-up, I’ll discuss site sensitivity label alerts, what is there automatically and what you need to configure.

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