All posts tagged Microsoft 365

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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SharePoint Online Administration – Connect a Site Column to a Managed Property

Within SharePoint search, there are two key configuration components important to the ability to search for content.  The first is called crawled properties. A crawled property is created for every site column that exists within SharePoint.  This includes standard, out-of-the-box columns like Created By, Title, Name, etc.  It also includes any custom site column created by users.  However, a crawled property is not meant to be used as a field for direct searching by users, for filtering results, or for refining a search.

To make columns searchable, sortable, refinable, etc, the columns must be updated within the search schema of SharePoint.  To allow users to actively use the columns in search refinement, custom queries, etc the columns need to be connected to the second key component of the search schema: the managed property.

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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!