Joanne is a Microsoft 365 compliance specialist and owner of NexNovus Consulting. Her focus is on helping organizations by sharing best practices, technical expertise and guidance gained through real-world Microsoft 365 experiences. She is also a six-time Microsoft MVP in Microsoft 365 Apps and Services.
Joanne has spent the past decade working with SharePoint and the larger Microsoft 365 ecosystem. Her specialties include the compliance features inside Microsoft Purview and how customers can leverage them to improve their compliance posture across the modern workplace. Whether looking for strategic advice, tactical steps or sound guidance for moving forward, Joanne brings her expertise to bear to help customers break through the complex world of compliance in manageable and practical ways.
Connect with Joanne on Twitter and LinkedIn, and follow her blog at https://joannecklein.com
Published by Joanne Klein
A Purview Disposition Review Infographic
One key part of managing the content lifecycle is what happens at the end of the content retention period (its disposition path). Learn about the possible scenarios, which depend on the options you choose when you create retention labels in Microsoft Purview. See the linked “My Purview Data Lifecycle Management/Records Management Tip Sheets” and its infographic for valuable guidance.
Microsoft Purview Disposition Review and Permissions
A disposition reviewer has a key role in Microsoft Purview Records Management. They can take action on a content item based on their knowledge of the content and associated compliance requirements. Get answers to common questions from records managers about disposition permissions. This information helps Records Management and IT teams understand the permission model for disposition review, for themselves and for business users.
Managed Metadata Superpowers and Syntex Document Processing
If you’re new to SharePoint information architecture and the managed metadata service and you want to build a Syntex document processing model, this post is for you! If you’re already familiar with SharePoint information architecture, then read on to see how Syntex can leverage a managed metadata’s superpowers.
Building a Records Archive Center in SharePoint
Records managers often ask how to build a central record repository to store and view records across Microsoft 365. See the benefits of an archive records repository, get design ideas for archiving in SharePoint, and view steps for building a solution. Steps include establishing your SharePoint information architecture, creating the archive architecture, assessing the site-to-archive mapping route, building a Power Automate flow, and creating a retention label.
A Records Manager's Guide to Auto-Applying Retention Labels Using SharePoint IA
Learn about five of the most common SharePoint information architecture artifacts and the steps to automatically apply a retention label to a file for each one. The linked “My Purview Data Lifecycle Management/Records Management Tip Sheets” and its detailed infographic describe the steps for each of the five scenarios.
Syntex Classifier vs Trainable Classifier
Although both a Microsoft Syntex model classifier and a trainable classifier can identify content, the capabilities and what you can do with the content once it’s classified vary a lot. Learn when to use a Microsoft Syntex document processing model classifier rather than a trainable classifier to apply a retention label.
A SharePoint Content Type DLP Policy
[Updated March 2023] Learn about the data loss prevention (DLP) capability in Microsoft Purview. This capability provides compliance controls based on many conditions, one of which can be a SharePoint content type. See how to tie a SharePoint content type directly to a DLP policy in an example that involves restricting external sharing of your company’s contracts.
Structured Document Processing Model with Microsoft Syntex
Structured document processing is a type of custom Microsoft Syntex model that you can build to classify documents in SharePoint. In the example given, see how this model can accommodate table structures found in documents. Explore how table entries will be represented in the document library and stored on the SharePoint site.
My Purview Data Lifecycle and Records Management Tip Sheets
As an independent consultant specializing in Microsoft Purview, I spend a lot of time with my customers explaining, summarizing, and demonstrating its capabilities. Use the linked Purview Data Lifecycle Management and Records Management Tip Sheets for a summary of the key, foundational elements across the Purview stack, including approaches for enablement.
Practical Pointers for Retention Labels and Policies in Microsoft 365
Benefit from Joanne Klein’s practical pointers when configuring retention label and policies with the Data Lifecycle Management and Records Management features in Microsoft Purview. These will make ongoing administrative support easier, improve the end-user experience, and may also save future re-work.
Microsoft Syntex | Unstructured Document Processing Model FAQs
While working with customers building unstructured document processing models (formerly known as document understanding models) in Microsoft Syntex, I learned a great deal of practical things along the way. I’ve provided some context and further explanation around some of the answers and am sharing in case you have the same questions!