Session

IT Pro meets Microsoft Purview Data Lifecycle and Records Management

This session will explain Data Lifecycle and Records Management in Microsoft Purview from an IT-Pro's perspective. With compliance concerns on the rise in the modern workplace, Compliance teams are reaching out to their IT-Pro partners for assistance. This is unfamiliar territory for many IT-Pros, so this session is designed to help clear the path forward. It covers topics like:
• Recommendations for mapping a retention schedule into a "software-friendly" Purview File Plan
• Using automation to apply retention labels to your content
• Using scopes to scale and meet complex retention requirements
• SharePoint and Teams architecture impacts
• Understanding what configurations can't (easily) be changed after-the-fact

To reinforce the topics, Joanne will walk thru several real-world use-cases and discuss the skills that IT-Pros should bring to the table when working with their Compliance team partners.

4 Objectives:
• Understand how to interpret retention schedules from a technical perspective
• Understand the dependencies for the automation features in DLM/RM
• Understand the impacts your SP/Teams architecture can have on applying DLM/RM controls
• Understand what decisions need to be solidified early on for DLM/RM

Joanne Klein

Microsoft 365 Independent Consultant

Regina, Canada

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