Purview Data Lifecycle/Records Management Steps

Hi ShimKwan,

Yes, Purview Data Lifecycle/Record Management (DLM/RM) follows the same general process as Purview Information Protection (IP):

1. Discovery: Identify and locate all of the data in your organization, regardless of where it is stored.
2. Classification: Determine the sensitivity and business value of the data.
3. Labeling: Apply labels to the data to indicate its sensitivity and business value.
4. Protection: Protect the data according to its labels.
5. Retention: Retain the data for the required period of time, and then dispose of it properly.

Discovery

There is a discovery option in Purview DLM/RM. You can use the Purview compliance portal to scan your Microsoft 365 and on-premises data for records. You can also use the Purview data catalog to discover data across your entire hybrid and multi-cloud environment.

To get a report of the data that is discovered, you can use the Purview compliance portal. You can generate reports on the type of data that is discovered, the sensitivity of the data, and the location of the data.

You can use the discovery tools in Purview IP to discover data, but you will also need to use the discovery tools in Purview DLM/RM to discover records.

Classification and Labeling

Once you have discovered the data, you need to classify it and apply labels. You can use the Purview compliance portal to classify and label data in Microsoft 365 and on-premises. You can also use the Purview data catalog to classify and label data across your entire hybrid and multi-cloud environment.

The labels that are used in Purview DLM/RM are different from the labels that are used in Purview IP. The labels in Purview DLM/RM are used to manage the lifecycle of records, while the labels in Purview IP are used to protect data.

Can I use Purview DLM/RM to do Discovery, Classification, and Labeling?

Yes, you can use Purview DLM/RM to do discovery, classification, and labeling. The Purview compliance portal and the Purview data catalog provide a unified view of your data, and allow you to manage the lifecycle of your data across your entire hybrid and multi-cloud environment.