This document is not meant to replace any official documentation, including those found at docs.microsoft.com. Those documents are continually updated and maintained by Microsoft Corporation. If there is a discrepancy between this document and what you find in the Compliance User Interface (UI) or inside of a reference in docs.microsoft.com, you should always defer to that official documentation and contact your Microsoft Account team as needed. Links to the docs.microsoft.com data will be referenced both in the document steps as well as in the appendix.
All of the following steps should be done with test data, and where possible, testing should be performed in a test environment. Testing should never be performed against production data.
This document is meant to guide an administrator who is “net new” to Microsoft E5 Compliance through:
It is presumed that you already have a Sensitive Information Type that you want to use in your Records Management policy. For the purposes of this document, I will use a copy of the U.S. Social Security Number (SSN) called “U.S. SSN – Numbers Only” that I created in Part 1 of this blog series.
This document does not cover any other aspect of Microsoft E5 Compliance, including:
It is presumed that you have a pre-existing of understanding of what Microsoft E5 Compliance does and how to navigate the User Interface (UI).
If you wish to set up and test any of the other aspects of Microsoft E5 Compliance, please refer to Part 1 of this blog series (listed in the link below) for the latest entries to this blog. That webpage will be updated with any new walk throughs or Compliance relevant information, as time allows.
If you send data outside of the company, you want to be sure only the assigned Recipient can open and see the data.
There are no additional definitions relevant to this blog.
Define Retention Settings – I will change my retention from the default of 7 years to Custom of 1 day. Under the section labeled Duration Period, select Mark Items as Records. Go to the section marked At the end of the Retention Period select Do Nothing. For everything else, leave them at the default and click Next.
You have now completed your base-line testing of Records Management and Retention. If you wish to do more with your testing, feel free to do so, or contact your Microsoft Account Manager to find assistance.
You can now proceed to the next part of this blog.
Note: This solution is a sample and may be used with Microsoft Compliance tools for dissemination of reference information only. This solution is not intended or made available for use as a replacement for professional and individualized technical advice from Microsoft or a Microsoft certified partner when it comes to the implementation of a compliance and/or advanced eDiscovery solution and no license or right is granted by Microsoft to use this solution for such purposes. This solution is not designed or intended to be a substitute for professional technical advice from Microsoft or a Microsoft certified partner when it comes to the design or implementation of a compliance and/or advanced eDiscovery solution and should not be used as such. Customer bears the sole risk and responsibility for any use. Microsoft does not warrant that the solution or any materials provided in connection therewith will be sufficient for any business purposes or meet the business requirements of any person or organization.
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