All posts tagged Compliance

Microsoft Purview Records Management – Implementing Event-Based Retention Video

This video continues on the journey to implement event-based retention in our environment.  Using the preparation created, this video will discuss what event-based retention can help you achieve in your organization.  It will also demo how to create event-based retention labels (and event types), how to add the labels to content, the steps you need to take to ensure proper identification can occur later, and it will demonstrate how to create an event within your organization.  Click on the following to check out the video!

Implementing Event Based Retention

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 – 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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Microsoft Purview Records Management – Create an Event Type

When working with event-based retention, administrators and record managers can group related labels together within the same umbrella or container.  This container is known as an event type.  An event type allows record managers to initiate an event for all the related content without beginning multiple events for multiple labels.  When creating an event-based retention label, administrators are able to attach it to the appropriate event.  This post will cover how to create an event type within Microsoft Purview.

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Compliance Unplugged – Episode #1 Case Management and Event-Based Retention

Joanne Klein and I, for the Compliance Unplugged vodcast, are really excited to announce the release of our first episode.  In this episode we tackle the concept of case management and how it can be supported within Microsoft 365 Purview. We’ll discuss how we see Purview being very capable of supporting case management, but we also discuss the gaps that do exist.

Please join us at: https://youtu.be/1d3zlcYX1Bc

You can leave comments for discussion in the video or reach out to us at compliance.unplugged@outlook.com.

For some additional information on this subject, you can check out the blog series I recently released.

 

Thanks for reading!