My Purview Data Lifecycle and Records Management Tip Sheets
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As an independent consultant specializing in Microsoft Purview, I spend a lot of time with my customers explaining, summarizing, and demonstrating the capabilities. The knowledge I’ve gained while doing this and my ability to articulate this in an easy-to-understand manner is my value proposition for customer engagements. Often, customers are simply seeking some level of comfort and confidence with the Purview offering so they can make an informed decision whether it will meet their requirements, understand the approaches for enablement, and identify the impacts it may have in their organization.
I’ve found it very helpful from both my perspective and the customer’s to summarize the key, foundational elements across the Purview stack in a straightforward and succinct way, including approaches for enablement which, I’ve discovered, is the all-important lynch pin.
To date, I’ve done this for the following Microsoft Purview areas:
- Data Lifecycle and Records Management (this post)
- Information Protection
And I’m currently working on these areas:
- eDiscovery and Audit
- Insider Risk Management and Communication Compliance
To be clear, you can attain the same information from official Microsoft documentation which should ALWAYS be considered the authoritative source for Purview information:
The intended audience for my tip sheets is those who may not have yet spent the time perusing the Microsoft documentation pages available to piece it all together and those who may not have tested the end-to-end effects of some of the configurations.
The style of my tip sheets is “summarized complexity”… what my customers ask for.
Feel free to download and use these tip sheets for your own purposes. My ask in return is to leave the copyright information intact if you do. I have spent many hours testing and summarizing the information because, I’ve discovered, it takes much longer to understand and effectively summarize something than it does to document the details. 🙂
All tip sheets are time-stamped with the effective date on the bottom of each image. I will keep these up-to-date the best I can over time and as changes to the service occur. Although I endeavour for them to be accurate, I’m human and errors may occur. Use at your own risk.
Link: Purview DLM and RM Tip Sheets
Thanks!
-Joanne
Joanne Klein
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