New guided setup for Microsoft Purview Compliance Manager!

Microsoft

Jun 22, 2022

Did you know that Microsoft 365 offers setup guides that can help to give you tailored guidance and resources for planning and deploying your tenant, apps, and services? Leveraging the same amazing best practices that Microsoft 365 FastTrack follow, you too can get your tenant up and running quickly. What if I have had my tenant for a while in production already? You can still benefit from these as ways to quickly validate you’ve followed some core best practices in specific areas covered by these setup guides.

We are excited to share that the setup guide for Microsoft Purview Compliance Manager has also recently been added giving Microsoft 365 admins a quick and easy way to kick off their Compliance Manager journey. As a reminder Compliance Manager helps you manage your organization’s compliance requirements with greater ease and convenience.

Let’s look at how to get to these guides and focus in on the newest addition for Compliance Manager!

Access the setup guides

As a reminder you’ll need to be at least a Global Reader in Microsoft 365 to access the guides however Global Administrator or the service level admin equivalent role will be required to change settings from the guides.

You can access the Setup guides from the Microsoft 365 Admin center in a few ways:

Go to your Admin Center https://admin.microsoft.com home page
Microsoft 365 Admin center showing two cards and the left hand navigation.
From the home page you can get to the setup guides by:
- Clicking Setup from the left-hand navigation menu (1)
  - If you use this option, you will have to click the link try these more advanced deployment guides at the top of the portal
- Clicking View All under the Setup card (2)
- Click Advanced deployment guides under the Training & guides card (3)
Once in the Advanced deployment guides portal, you’ll see a quick overview along with Suggested actions to quickly take in your tenant. You can also click All guides at the top to focus in on the guides and filter by product, category, and status. Today we are going to focus on the Compliance Manager guide only.
When on the Overview tab scroll down to find the category Security and compliance or if looking at the All guides tab you can filter by this category.
Click on Compliance Manager setup guide to get started!
UI showing the category of Security and Compliance with Compliance Manager highlighted
This will kick off your Compliance Manager setup guide as shown below:
UI showing the first screen of the Compliance Manager setup guide
Follow the guided steps to learn more about the product, license and permission requirements, handy links to Microsoft docs related to specific topics, and quick trial access links for premium assessment templates!
UI sample showing the assessment step in the setup guide for Compliance Manager
Once finished you’ll have a better understanding of how-to best leverage Microsoft Purview Compliance Manager along with any needed trials to help unlock further potential for impact within your regulatory compliance journey; all while checking another item off your setup list!
UI showing the Finished tab in the Compliance Manager setup guide