Sensitivity Auto-labelling via Document Property
Why is this needed? Sensitivity labels are generally relevant within an organisation only. If a file is labelled within one environment and then moved to another environment, sensitivity label content markings may be visible, but by default, the applied sensitivity label will not be understood. This can lead to scenarios where information that has been generated externally is not adequately protected. My favourite analogy for these scenarios is to consider the parallels between receiving sensitive information and unpacking groceries. When unpacking groceries, you might sit your grocery bag on a counter or on the floor next to the pantry. You’ll likely then unpack each item, take a look at it and then decide where to place it. Without looking at an item to determine its correct location, you might place it in the wrong location. Porridge might be safe from the kids on the bottom shelf. If you place items that need to be protected, such as chocolate, on the bottom shelf, it’s not likely to last very long. So, I affectionately refer to information that hasn’t been evaluated as ‘porridge’, as until it has been checked, it will end up on the bottom shelf of the pantry where it is quite accessible. Label-based security controls, such as Data Loss Prevention (DLP) policies using conditions of ‘content contains sensitivity label’ will not apply to these items. To ensure the security of any contained sensitive information, we should look for potential clues to its sensitivity and then utilize these clues to ensure that the contained information is adequately protected - We take a closer look at the ‘porridge’, determine whether it’s an item that needs protection and if so, move it to a higher shelf in the pantry so that it’s out of reach for the kids. Effective use of Purview revolves around the use of ‘know your data’ strategies. We should be using as many methods as possible to try to determine the sensitivity of items. This can include the use of Sensitive Information Types (SITs) containing keyword or pattern-based classifiers, trainable classifiers, Exact Data Match, Document fingerprinting, etc. Matching items via SITs present in the items content can be problematic due to false positives. Keywords like ‘Sensitive’ or ‘Protected’ may be mentioned out of context, such as when referring to a classification or an environment. When classifications have been stamped via a property, it allows us to match via context rather than content. We don’t need to guess at an item’s sensitivity if another system has already established what the item’s classification is. These methods are much less prone to false positives. Why isn’t everyone doing this? Document properties are often not considered in Purview deployments. SharePoint metadata management seems to be a dying artform and most compliance or security resources completing Purview configurations don’t have this skill set. There’s also a lack of understanding of the relevance of checking for item properties. Microsoft haven’t helped as the documentation in this space is somewhat lacking and needs to be unpicked via some aligning DLP guidance (Create a DLP policy to protect documents with FCI or other properties). Many of these configurations will also be tied to regional requirements. Document properties being used by systems where I’m from, in Australia, will likely be very different to those used in other parts of the world. In the following sections, we’ll take a look at applicable use cases and walk through how to enable these configurations. Scenarios for use Labelling via document property isn’t for everyone. If your organisation is new to classification or you don’t have external partners that you collaborate with at higher sensitivity levels, then this likely isn’t for you. For those that collaborate heavily and have a shared classification framework, as is often seen across government, this is a must! This approach will also be highly relevant to multi-tenant organisations or conglomerates where information is regularly shared between environments. The following scenarios are examples of where this configuration will be relevant: 1. Migrating from 3 rd party classification tools If an item has been previously stamped by a 3 rd party classification tool, then evaluating its applied document properties will provide a clear picture of its security classification. These properties can then be used in service-based auto-labelling policies to effectively transition items from 3 rd party tools to Microsoft Purview sensitivity labels. As labels are applied to items, they will be brought into scope of label-based controls. 2. Detecting data spill Data spill is a term that is used to define situations where information that is of a higher than permitted security classification land in an environment. Consider a Microsoft 365 tenant that is approved for the storage of Official information but Top Secret files are uploaded to it. Document properties that align with higher than permitted classifications provide us with an almost guaranteed method of identifying spilled items. Pairing this document property with an auto-labelling policy allows for the application of encryption to lock unauthorized users out of the items. Tools like Content Explorer and eDiscovery can then be used to easily perform cleanup activities. If using document properties and auto-labelling for this purpose, keep in mind that you’ll need to create sensitivity labels for higher than permitted classifications in order to catch spilled items. These labels won’t impact usability as you won’t publish them to users. You will, however, need to publish them to a single user or break glass account so that they’re not ignored by auto-labelling. 3. Blocking access by AI tools If your organization was concerned about items with certain properties applied being accessed by generative AI tools, such as Copilot, you could use Auto-labelling to apply a sensitivity label that restricts EXTRACT permissions. You can find some information on this at Microsoft 365 Copilot data protection architecture | Microsoft Learn. This should be relevant for spilled data, but might also be useful in situations where there are certain records that have been marked via properties and which should not be Copilot accessible. 4. External Microsoft Purview Configurations Sensitivity labels are relevant internally only. A label, in its raw form, is essentially a piece of metadata with an ID (or GUID) that we stamp on pieces of information. These GUIDs are understood by your tenant only. If an item marked with a GUID shows up in another Microsoft 365 tenant, the GUID won’t correspond with any of that tenant’s labels or label-based controls. The art in Microsoft Purview lies in interpreting the sensitivity of items based on content markings and other identifiers, so that data security can be maintained. Document properties applied by Purview, such as ClassificationContentMarkingHeaderText are not relevant to a specific tenant, which makes them portable. We can use these properties to help maintain classifications as items move between environments. 5. Utilizing metadata applied by Records Management solutions Some EDRMS, Records or Content Management solutions will apply properties to items. If an item has been previously managed and then stamped with properties, potentially including a security classification, via one of these systems, we could use this information to inform sensitivity label application. 6. 3 rd party classification tools used externally Even if your organisation hasn’t been using 3rd party classification tools, you should consider that partner organisations, such as other Government departments, might be. Evaluating the properties applied by external organisations to items that you receive will allow you to extend protections to these items. If classification tools like Janus or Titus are used in your geography/industry, then you may want to consider checking for their properties. Regarding the use of auto-classification tools Some organisations, particularly those in Government, will have organisational policies that prevent the use of automatic classification capabilities. These policies are intended to ensure that each item is assessed by an actual person for risk of disclosure rather than via an automated service that could be prone to error. However, when auto-labelling is used to interpret and honour existing classifications, we are lowering rather than raising the risk profile. If the item’s existing classification (applied via property) is ignored, the item will be treated as porridge and is likely to be at risk. If auto-labelling is able to identify a high-risk item and apply the relevant label, it will then be within scope of Purview’s data security controls, including label-based DLP, groups and sites data out of place alerting, and potentially even item encryption. The outcome is that, through the use of auto-labelling, we are able to significantly reduce risk of inappropriate or unintended disclosure. Configuration Process Setting up document property-based auto-labelling is fairly straightforward. We need to setup a managed property and then utilize it an auto-labelling policy. Below, I've split this process into 6 steps: Step 1 – Prepare your files In order to make use of document properties, an item with the properties applied will first need to be indexed by SharePoint. SharePoint will record the properties as ‘crawled properties’, which we’ll then need to convert into ‘managed properties’ to make them useful. If you already have items with the relevant properties stored in SharePoint, then they are likely already indexed. If not, you’ll need to upload or create an item or items with the properties applied. For testing, you’ll want to create a file with each property/value combination so that you can confirm that your auto-labelling policies are all working correctly. This could require quite a few files depending on the number of properties you’re looking for. To kick off your crawled property generation though, you could create or upload a single file with the correct properties applied. For example: In the above, I’ve created properties for ClassificationContentMarkingHeaderText and ClassificationContentMarkingFooterText, which you’ll often see applied by Purview when an item has a sensitivity label content marking applied to it. I’ve also included properties to help identify items classified via JanusSeal, Titus and Objective. Step 2 – Index the files After creating or uploading your file, we then need SharePoint to index it. This should happen fairly quickly depending on the size of your environment. I'd expect to wait sometime between 10 minutes and 24 hrs. If you're not in a hurry, then I'd recommend just checking back the next day. You'll know when this has been completed when you head into SharePoint Admin > Search > Managed Search Schema > Crawled Properties and can find your newly indexed properties: Step 3 – Configure managed properties Next, the properties need to be configured as managed properties. To do this, go to SharePoint Admin > More features > Search > Managed Search Schema > Managed Properties. Create a new managed property and give it a name. Note that there are some character restrictions in naming, but you should be able to get it close to your document property name. Set the property’s type to text, select queryable and retrievable. Under ‘mappings to crawled properties’, choose add mapping, search for and select the property indexed from the file property. Note that the crawled property will have the same name as your document property, so there’s no need to browse through all of them: Repeat this so that you have a managed property for each document property that you want to look for. Step 4 – Configure Auto-labelling policies Next up, create some auto-labelling policies. You’ll need one for each label that you want to apply, not one per property as you can check multiple properties within the one auto-labelling policy. - From within Purview, head to Information Protection > Policies > Auto-labelling policies. - Create a new policy using the custom policy template. - Give your policy an appropriate name (e.g. Label PROTECTED via property). - Select the label that you want to apply (e.g. PROTECTED). - Select SharePoint based services (SharePoint and OneDrive). - Name your auto-labelling rules appropriately (e.g. SPO – Contains PROTECTED property) - Enter your conditions as a long string with property and value separated via a colon and multiple entries separated with a comma. For example: ClassificationContentMarkingHeaderText:PROTECTED,ClassificationContentMarkingFooterText:PROTECTED,Objective-Classification:PROTECTED,PMDisplay:PROTECTED,TitusSEC:PROTECTED Note that the properties that you are referencing are the Managed Property rather than the document property. This will be relevant if your managed property ended up having a different name due to character restrictions. After pasting in your string into the UI, the resultant rule should look something like this: When done, you can either leave your policy in simulation mode or save it and then turn it on from the auto-labelling policies screen. Just be aware of any potential impacts, such as accidently locking users out by automatically deploying a label with encryption configuration. You can reduce any potential impact by targeting your auto-labelling policy at a site or set of sites initially and then expanding its scope after testing. Step 5 - Test Testing your configuration will be as easy as uploading or creating a set of files with the relevant document properties in place. Once uploaded, you’ll need to give SharePoint some time to index the items and then the auto-labelling policy some time to apply sensitivity labels to them. To confirm label application, you can head to the document library where your test files are located and enable the sensitivity column. Files that have been auto-labelled will have their label listed: You could also check for auto-labelling activity in Purview via Activity explorer: Step 6 – Expand into DLP If you’ve spent the time setting up managed properties, then you really should consider capitalizing on them in your DLP configurations. DLP policy conditions can be configured in the same manner that we configured Auto-labelling in Step 3 above. The document property also gives us an anchor for DLP conditions that is independent of an item’s sensitivity label. You may wish to consider the following: DLP policies blocking external sharing of items with certain properties applied. This might be handy for situations where auto-labelling hasn’t yet labelled an item. DLP policies blocking the external sharing of items where the applied sensitivity label doesn’t match the applied document property. This could provide an indication of risky label downgrade. You could extend such policies into Insider Risk Management (IRM) by creating IRM policies that are aligned with the above DLP policies. This will allow for document properties to be considered in user risk calculation, which can inform controls like Adaptive Protection. Here's an example of a policy from the DLP rule summary screen that shows conditions of item contains a label or one of our configured document properties: Thanks for reading and I hope this article has been of use. If you have any questions or feedback, please feel free to reach out.Microsoft Purview: The Ultimate AI Data Security Solution
Introduction AI is transforming the way enterprises operate, however with great innovation comes great responsibility. I’ve spent the last few years helping organizations secure their data with tools like Azure Information Protection, Data Loss Prevention, and now Microsoft Purview. As generative AI tools like Microsoft Copilot become embedded in everyday workflows, the need for clear governance and robust data protection is more urgent than ever. Through this blog post, let's explore how Microsoft Purview can help organizations stay ahead of securing AI interactions without slowing down innovation. What’s the Issue? AI agents are increasingly used to process sensitive data, often through natural language prompts. Without proper oversight, this can lead to data oversharing, compliance violations, and security risks. Why It’s Urgent? According to the recent trends of 2025, over half of corporate users bring their own AI tools to work, often consumer-grade apps like ChatGPT or DeepSeek. These tools bypass enterprise protections, making it difficult to monitor and control data exposure. Use Cases Enterprise AI Governance: Apply consistent policies across Microsoft and third-party AI tools. Compliance Auditing: Generate audit logs for AI interactions to meet regulatory requirements. Risk Mitigation: Block risky uploads and enforce adaptive protection based on user behavior. How Microsoft Purview Solves It Data Security Posture Management (DSPM) for AI Purview’s DSPM for AI provides a centralized dashboard to monitor AI activity, assess data risks, and enforce compliance policies across Copilots, agents, and third-party AI apps. It correlates data classification, user behavior, and policy coverage to surface real-time risks, such as oversharing via AI agents, and generates actionable recommendations to remediate gaps. DSPM integrates with tools like Microsoft Security Copilot for AI-assisted investigations and supports automated scanning, trend analytics, and posture reporting. It also extends protection to third-party AI tools like ChatGPT through endpoint DLP and browser extensions, ensuring consistent governance across both managed and unmanaged environments 2. Unified Protection Across AI Agents Whether you're using Microsoft 365 Copilot, Security Copilot, or Azure AI services, Purview applies consistent security and compliance controls. Agents inherit protection from their parent apps, including sensitivity labels, data loss prevention (DLP), and Insider Risk Management. Real-Time Risk Detection Purview enables real-time monitoring of prompts and responses, helping security teams detect oversharing and policy violations instantly. From Microsoft Learn – Insider Risk 4. One-Click Policy Activation Administrators can leverage Microsoft Purview’s Data Security Posture Management (DSPM) for AI to rapidly deploy comprehensive security and compliance controls via one-click policy activation. This streamlined mechanism enables organizations to enforce prebuilt policy templates across AI ecosystems, ensuring prompt implementation of data loss prevention (DLP), sensitivity labeling, and Insider Risk Management on both Microsoft and third-party AI services. Through DSPM’s unified policy orchestration layer, security teams gain granular telemetry into prompt and response flows, real-time policy enforcement, and detailed incident reporting. Automated analytics continuously assess risk posture, enabling adaptive policy adjustments and scalable governance as new AI tools and user workflows are introduced into the enterprise environment. Please note: After implementing policy changes, it can take up to 24 hours for changes to become visible and take full effect across your environment. From Microsoft Learn – Purview Data Security Posture Management (DSPM) portal 5. Support for Third-Party AI Apps Purview extends robust data security and compliance to browser-based AI tools such as ChatGPT and Google Gemini by employing endpoint Data Loss Prevention (DLP) and browser extensions that monitor and control data flows in real time. Through Microsoft Purview’s Data Security Posture Management (DSPM) for AI, organizations can implement granular controls for sensitive data accessed during both Microsoft-native and third-party AI interactions. DSPM offers continuous discovery and classification of data assets, linking AI prompts and responses to their original data sources to automatically enforce data protection policies, including sensitivity labeling, adaptive access controls, and comprehensive content inspection, contextually for each AI transaction. For unsanctioned AI services reached via browsers, the Purview browser extension inspects both input and output, enabling endpoint DLP to block, alert, or redact sensitive material instantly, thus preventing unauthorized uploads, downloads, or copy/paste activities. Security teams benefit from rich telemetry on AI usage patterns, which integrate with user risk profiles and anomaly detection to identify and flag suspicious attempts to extract confidential information. Close integration with Microsoft Security Copilot and automated analytics further enhances visibility across all AI data flows, supporting incident response, audit, and compliance reporting needs. Purview’s adaptive policy orchestration ensures that evolving AI services and workflows are continuously assessed for risk, and that controls are dynamically aligned with business, regulatory, and security requirements, enabling scalable, policy-driven governance for the expanding enterprise AI ecosystem. Pros and Cons The following table outlines the key advantages and potential limitations of implementing AI and agent data security controls within Microsoft Purview. Pros Cons License Needed Centralized AI governance Requires proper licensing and setup Microsoft 365 E5 or equivalent Purview add-on license Real-time risk detection May need browser extensions for full coverage Microsoft 365 E5 or Purview add-on Supports both Microsoft and third-party AI apps Some features limited to enterprise versions Microsoft 365 E5, E5 Compliance, or equivalent Purview add-on Conclusion Microsoft Purview offers a comprehensive solution for securing AI agents and their data interactions. By leveraging DSPM for AI, organizations can confidently adopt AI technologies while maintaining control over sensitive information. Explore Microsoft Purview’s DSPM for AI here. Start by assessing your current AI usage and activate one-click policies to secure your environment today! FAQ 1. What is the purpose of Microsoft Purview’s AI and agent data security controls? The purpose is to ensure that sensitive data accessed or processed by AI systems and agents is governed, protected, and monitored using Microsoft Purview’s compliance and security capabilities. Microsoft Purview data security and compliance protection 2. How does Microsoft Purview help secure AI-generated content? Microsoft Purview applies data loss prevention (DLP), sensitivity labels, and information protection policies to AI-generated content, ensuring it adheres to organizational compliance standards. Microsoft Purview Information Protection 3. Can Microsoft Purview track and audit AI interactions with sensitive data? Yes. Microsoft Purview provides audit logs and activity explorer capabilities that allow organizations to monitor how AI systems and agents interact with sensitive data. Search the audit log 4. What role do sensitivity labels play in AI data governance? Sensitivity labels classify and protect data based on its sensitivity level. When applied, they enforce encryption, access restrictions, and usage rights, even when data is processed by AI. Learn about sensitivity labels 5. How does Microsoft Purview integrate with Copilot and other AI tools? Microsoft Purview extends its data protection and compliance capabilities to Microsoft 365 Copilot and other AI tools by ensuring that data accessed by these tools is governed under existing policies. Microsoft 365 admin center Microsoft 365 Copilot usage 6. Are there specific controls for third-party AI agents? Yes. Microsoft Purview supports conditional access, DLP, and access reviews to manage and monitor third-party AI agents that interact with organizational data. What is Conditional Access in Microsoft Entra ID? 7. How can organizations ensure AI usage complies with regulatory requirements? By using Microsoft Purview’s compliance manager, organizations can assess and manage regulatory compliance risks associated with AI usage. Microsoft Purview Compliance Manager About the Author: Hi! Jacques “Jack” here, I’m a Microsoft Technical Trainer at Microsoft. I wanted to share a topic that is often top of mind, AI governance. I’ve been working with Microsoft Purview since its launch in 2022, building on prior experience with Azure Information Protection and Data Loss Prevention. I also have great expertise with Generative AI technologies since their public release in November 2022, including Microsoft Copilot and other enterprise-grade AI solutions.Secure and govern AI apps and agents with Microsoft Purview
The Microsoft Purview family is here to help you secure and govern data across third party IaaS and Saas, multi-platform data environment, while helping you meet compliance requirements you may be subject to. Purview brings simplicity with a comprehensive set of solutions built on a platform of shared capabilities, that helps keep your most important asset, data, safe. With the introduction of AI technology, Purview also expanded its data coverage to include discovering, protecting, and governing the interactions of AI apps and agents, such as Microsoft Copilots like Microsoft 365 Copilot and Security Copilot, Enterprise built AI apps like Chat GPT enterprise, and other consumer AI apps like DeepSeek, accessed through the browser. To help you view, investigate interactions with all those AI apps, and to create and manage policies to secure and govern them in one centralized place, we have launched Purview Data Security Posture Management (DSPM) for AI. You can learn more about DSPM for AI here with short video walkthroughs: Learn how Microsoft Purview Data Security Posture Management (DSPM) for AI provides data security and compliance protections for Copilots and other generative AI apps | Microsoft Learn Purview capabilities for AI apps and agents To understand our current set of capabilities within Purview to discover, protect, and govern various AI apps and agents, please refer to our Learn doc here: Microsoft Purview data security and compliance protections for Microsoft 365 Copilot and other generative AI apps | Microsoft Learn Here is a quick reference guide for the capabilities available today: Note that currently, DLP for Copilot and adhering to sensitivity label are currently designed to protect content in Microsoft 365. Thus, Security Copilot and Coplot in Fabric, along with Copilot studio custom agents that do not use Microsoft 365 as a content source, do not have these features available. Please see list of AI sites supported by Microsoft Purview DSPM for AI here Conclusion Microsoft Purview can help you discover, protect, and govern the prompts and responses from AI applications in Microsoft Copilot experiences, Enterprise AI apps, and other AI apps through its data security and data compliance solutions, while allowing you to view, investigate, and manage interactions in one centralized place in DSPM for AI. Follow up reading Check out the deployment guides for DSPM for AI How to deploy DSPM for AI - https://aka.ms/DSPMforAI/deploy How to use DSPM for AI data risk assessment to address oversharing - https://aka.ms/dspmforai/oversharing Address oversharing concerns with Microsoft 365 blueprint - aka.ms/Copilot/Oversharing Explore the Purview SDK Microsoft Purview SDK Public Preview | Microsoft Community Hub (blog) Microsoft Purview documentation - purview-sdk | Microsoft Learn Build secure and compliant AI applications with Microsoft Purview (video) References for DSPM for AI Microsoft Purview data security and compliance protections for Microsoft 365 Copilot and other generative AI apps | Microsoft Learn Considerations for deploying Microsoft Purview AI Hub and data security and compliance protections for Microsoft 365 Copilot and Microsoft Copilot | Microsoft Learn Block Users From Sharing Sensitive Information to Unmanaged AI Apps Via Edge on Managed Devices (preview) | Microsoft Learn as part of Scenario 7 of Create and deploy a data loss prevention policy | Microsoft Learn Commonly used properties in Copilot audit logs - Audit logs for Copilot and AI activities | Microsoft Learn Supported AI sites by Microsoft Purview for data security and compliance protections | Microsoft Learn Where Copilot usage data is stored and how you can audit it - Microsoft 365 Copilot data protection and auditing architecture | Microsoft Learn Downloadable whitepaper: Data Security for AI Adoption | Microsoft Explore the roadmap for DSPM for AI Public roadmap for DSPM for AI - Microsoft 365 Roadmap | Microsoft 365PMPurRethinking Data Security and Governance in the Era of AI
The era of AI is reshaping industries, enabling unprecedented innovations, and presenting new opportunities for organizations worldwide. But as organizations accelerate AI adoption, many are focused on a growing concern: their current data security and governance practices are not effectively built for the fast-paced AI innovation and ever-evolving regulatory landscape. At Microsoft, we recognize the critical need for an integrated approach to address these risks. In our latest findings, Top 3 Challenges in Securing and Governing Data for the Era of AI, we uncovered critical gaps in how organizations manage data risk. The findings exemplify the current challenges: 91% of leaders are not prepared to manage risks posed by AI 1 and 85% feel unprepared to comply with AI regulations 2 . These gaps not only increase non-compliance but also put innovation at risk. Microsoft Purview has the tools to tackle these challenges head on, helping organizations move to an approach that protects data, meets compliance regulations, and enables trusted AI transformation. We invite you to take this opportunity to evaluate your current practices, platforms, and responsibilities, and to understand how to best secure and govern your organization for growing data risks in the era of AI. Platform fragmentation continues to weaken security outcomes Organizations often rely on fragmented tools across security, compliance, and data teams, leading to a lack of unified visibility and insufficient data hygiene. Our findings reveal the effects of fragmented platforms, leading to duplicated data, inconsistent classification, redundant alerts, and siloed investigations, which ultimately is causing data exposure incidents related to AI to be on the rise 3 . Microsoft Purview offers centralized visibility across your organization’s data estate. This allows teams to break down silos, streamline workflows, and mitigate data leakage and oversharing. With Microsoft Purview, capabilities like data health management and data security posture management are designed to enhance collaboration and deliver enriched insights across your organization to help further protect your data and mitigate risks faster. Microsoft Purview offers the following: Unified insights across your data estate, breaking down silos between security, compliance, and data teams. Microsoft Purview Data Security Posture Management (DSPM) for AI helps organizations gain unified visibility into GenAI usage across users, data, and apps to address the heightened risk of sensitive data exposure from AI. Built-in capabilities like classification, labeling, data loss prevention, and insider risk insights in one platform. In addition, newly launched solutions like Microsoft Purview Data Security Investigations accelerate investigations with AI-powered deep content analysis, which helps data security teams quickly identify and mitigate sensitive data and security risks within impacted data. Organizations like Kern County historically relied on many fragmented systems but adopted Microsoft Purview to unify their organization’s approach to data protection in preparation for increasing risks associated with deploying GenAI. “We have reduced risk exposure, [Microsoft] Purview helped us go from reaction to readiness. We are catching issues proactively instead of retroactively scrambling to contain them.” – Aaron Nance, Deputy Chief Information Security Officer, Kern County Evolving regulations require continuous compliance AI-driven innovation is creating a surge in regulations, resulting in over 200 daily updates across more than 900 regulatory agencies 4 , as highlighted in our research. Compliance has become increasingly difficult, with organizations struggling to avoid fines and comply with varying requirements across regions. To navigate these challenges effectively, security leaders’ responsibilities are expanding to include oversight across governance and compliance, including oversight of traditional data catalog and governance solutions led by the central data office. Leaders also cite the need for regulation and audit readiness. Microsoft Purview enables compliance and governance by: Streamlining compliance with Microsoft Purview Compliance Manager templates, step-by-step guidance, and insights for region and industry-specific regulations, including GDPR, HIPAA, and AI-specific regulation like the EU AI Act. Supporting legal matters such as forensic and internal investigations with audit trail records in Microsoft Purview eDiscovery and Audit. Activating and governing data for trustworthy analytics and AI with Microsoft Purview Unified Catalog, which enables visibility across your data estate and data confidence via data quality, data lineage, and curation capabilities for federated governance. Microsoft Purview’s suite of capabilities provides visibility and accountability, enabling security leaders to meet stringent compliance demands while advancing AI initiatives with confidence. Organizations need a unified approach to secure and govern data Organizations are calling for an integrated platform to address data security, governance, and compliance collectively. Our research shows that 95% of leaders agree that unifying teams and tools is a top priority 5 and 90% plan to adopt a unified solution to mitigate data related risks and maximize impact 6 . Integration isn't just about convenience, it’s about enabling innovation with trusted data protection. Microsoft Purview enables a shared responsibility model, allowing individual business units to own their data while giving central teams oversight and policy control. As organizations adopt a unified platform approach, our findings reveal the upside potential not only being reduced risk but also cost savings. With AI-powered copilots such as Security Copilot in Microsoft Purview, data protection tasks are simplified with natural-language guidance, especially for under resourced teams. Accelerating AI transformation with Microsoft Purview Microsoft Purview helps security, compliance, and governance teams navigate the complexities of AI innovation while implementing effective data protection and governance strategies. Microsoft partner EY highlights the results they are seeing: “We are seeing 25%–30% time savings when we build secure features using [Microsoft] Purview SDK. What was once fragmented is now centralized. With [Microsoft] Purview, everything comes together on one platform, giving a unified foundation to innovate and move forward with confidence.” – Prashant Garg, Partner of Data and AI, EY We invite you to explore how you can propel your organization toward a more secure future by reading the full research paper at https://aka.ms/SecureAndGovernPaper. Visit our website to learn more about Microsoft Purview. 1 Forbes, Only 9% Of Surveyed Companies Are Ready To Manage Risks Posed By AI, 2023 2 SAP LeanIX, AI Survey Results, 2024 3 Microsoft, Data Security Index Report, 2024 4 Forbes, Cost of Compliance, Thomson Reuters, 2021 5 Microsoft, Audience Research, 2024 6 Microsoft, Customer Requirements Research, 2024Learn more about Microsoft Security Communities.
In the last five years, Microsoft has increased the emphasis on community programs – specifically within the security, compliance, and management space. These communities fall into two categories: Public and Private (or NDA only). In this blog, we will share a breakdown of each community and how to join.“Build Your Own” O365 Data Protection Impact Assessment for the Public Sector
At Microsoft, we are committed to helping our public sector customers embrace the most cutting-edge technologies while ensuring they have the information they need to enable them to continue to meet their compliance obligations. It is in that spirit, and based on customer feedback that we are pleased to share our revamped “Build Your Own” Data Protection Impact Assessment template for Office 365. A Data Protection Impact Assessment (“DPIA”) is a process for assessing and demonstrating data protection compliance as mandated by the General Data Protection Regulation (“GDPR”). The GDPR requires controllers to prepare a DPIA for operations that are “likely to result in a high risk to the rights and freedoms of natural persons”. However, based on conversations we have had with a number of public sector customers who are subject to the GDPR, we understand that even when this threshold is not necessarily met or is unlikely to be met, some customers are keen to take a more cautious approach and choose to complete a DPIA. In order to provide public sector customers with clear and concise information to support their completion of DPIAs, the “Build Your Own” DPIA is a customizable and illustrative template guide Microsoft has produced, by reference to our Product Terms and our Data Protection Addendum (“DPA”). It is designed to help public sector organizations systematically identify, assess, and address potential data protection risks, making it easier to evaluate compliance with the GDPR. We recognize that compliance tools like the “Build Your Own” DPIA will need to evolve as our technology evolves and the ways in which our customers use our technology change. As such, we are committed to continually refining and improving the document, including based on customer feedback, with the goal of helping make our customers’ digital transformation compliance journey as friction-free as possible. Download the template here: https://servicetrust.microsoft.com/DocumentPage/176bc7d7-ab27-48ea-a829-7e041a22e682Decrypt DKE protected content by Super User
In today's digital age, safeguarding sensitive information is paramount for every organization. One of the most advanced methods to ensure data security is through Double Key Encryption (DKE) protection from the Microsoft Purview solution. This encryption technique uses two keys to protect data: one key is stored securely within the organization's control, while the second key is managed by Microsoft Azure. However, decrypting DKE protected content by the organization without user interference is a complex process, especially when dealing with highly sensitive information. This is where the super user account comes into play. The super user account is a privileged account that should be configured with the necessary permissions to decrypt DKE-protected content. Setting up DKE involves several steps, including deploying the DKE service, creating sensitivity labels, and configuring client devices. Once these steps are completed, the super user account can be used to decrypt the DKE protected content, providing a secure and efficient way to manage sensitive information. Why Use a Super User Account to Decrypt DKE protected content? A super user always has the Rights Management Full Control usage right for documents protected by your organization’s Azure Information Protection tenant. This means that the super user account will have access to the first key stored in the Azure tenant. However, this alone is not sufficient to decrypt documents protected by DKE. To gain decryption access, administrators need to ensure that the super user also has access to the second key, which is stored securely within the organization. Like any other user - the super user also needs to be granted access for using the DKE key. For example, organizations can use this feature in the following scenarios: An employee leaves the organization, but highly confidential documents encrypted with DKE labels need to be accessed by directors or other VIP users. An IT administrator needs to remove the current DKE protection policy configured for files and apply a new protection policy. Administrators need to bulk decrypt files for auditing, legal, or other compliance reasons. How it works Please find the below architecture diagram which details the decryption flow of DKE. Microsoft Office client or MPIP client running under a super user account (sends the double encrypted part of the metadata that controls access (aka double encrypted content key) to Azure Information Protection Azure Information Protection checks Azure Active Directory to check access and if the user is in EntraID and configured with super user access, Azure Information Protection authorizes access and decrypts the part of the metadata controlling access using your key in Azure Information Protection. Thereby, removing the outer layer of encryption. The part of metadata controlling access to the content is now encrypted with only the DKE key Microsoft Office client or MPIP client sends the encrypted part of metadata that controls access to the content to DKE service to decrypt using customer’s private key. If this is the first time accessing the encrypted document or if cached access (End-user license) has expired, or have changed key in Azure, the DKE service will receive an empty request and will deny the access to the content from Microsoft Office client due to authentication issue. If the above happens, the DKE service sends a signal to the Microsoft Office client asking for authentication information. The Microsoft Office client sends a request to a token service in EntraID which returns the JSON web token (JWT) with adequate information to the Microsoft Office or MPIP client. The client then makes a second request to the DKE service and send the encrypted part of metadata that controls access to content (aka content key) with the JWT token it received from Azure. DKE service decrypts the encrypted part of the metadata controlling access to the content using the private key in the DKE service and sends the decrypted content key back to the client Set up Super User Account to Decrypt DKE protected content Please refer to the workflow diagram below, which outlines the configuration steps. Step 1: Configure the Super User Account in Azure RMS service using PowerShell Install AIP module by running Import-Module AIPService Connect the AIP service into your tenant by running Connect-AipService Enable the Super User feature by running Enable-AipServiceSuperUserFeature Configure the admin account into Super User Add-AipServiceSuperUser -EmailAddress <Mention the primary email address or user principal name> Validate the configuration by running Get-AipServiceSuperUser Step 2: Grant permission to Super User Account in DKE service I have added Super User account as part of Authorized Email Address in DKE service Step 3: Login as Super User Account in Office or MPIP client to decrypt the file. Try to open the DKE protected document Office application prompt for authentication Provide Super User credentials You will be able to decrypt the document Conclusion By leveraging the Super User account, organizations can ensure that they can decrypt DKE-protected documents without requiring explicit permissions on the label. This provides a secure and efficient way to manage sensitive information, especially in emergency situations where immediate access to encrypted data is necessary. Understanding and implementing this process is essential for any organization looking to enhance their data security and protect their valuable information. References The following table contains links to additional information that may provide context for the design and plan. Content Description https://learn.microsoft.com/en-us/purview/double-key-encryption Information about Double Key Encryption https://learn.microsoft.com/en-us/purview/double-key-encryption-setup Setup Double Key Encryption Service in Azure https://learn.microsoft.com/en-us/azure/information-protection/configure-super-users Configure Super User access in Azure Information ProtectionExplore how to secure AI by attending our Learn Live Series
Register to attend Learn Live: Security for AI with Microsoft Purview and Defender for Cloud starting April 15 In this month-long webinar series, IT pros and security practitioners can hone their security skillsets with a deeper understanding of AI-centric challenges, opportunities, and best practices using Microsoft Security solutions. Each session will follow a hosted demo format and cover a Microsoft Learn module (topics listed below). You can ask the SMEs questions via the chat as they show you how to use Microsoft Purview and Microsoft Defender for Cloud to protect your organization in the age of AI. Learn Live dates/topics include: April 15 at 12pm PST – Manage AI Data Security Challenges with Microsoft Purview: Microsoft Purview helps you strengthen data security in AI environments, providing tools to handle challenges from AI technology. Learn to safeguard your data and adapt to evolving security challenges in AI technology. This session will help you: Understand sensitivity labels in Microsoft 365 Copilot Secure against generative AI data exposure with endpoint Data Loss Prevention Detect generative AI usage with Insider Risk Management Dynamically protect sensitive data with Adaptive Protection April 22 at 12pm PST – Manage Compliance with Microsoft Purview with Microsoft 365 Copilot: Use Microsoft Purview for compliance management with Microsoft 365 Copilot. You'll learn how to handle compliance aspects of Copilot's AI functionalities through Purview. This session will teach you how to: Audit Copilot interactions within Microsoft 365 using Microsoft Purview Investigate Copilot interactions using Microsoft Purview eDiscovery Manage Copilot data retention with Microsoft Purview Data Lifecycle Management Monitor and mitigate risks in Copilot interactions using Microsoft Purview Communication Compliance April 29 at 12pm PST – Identify and Mitigate AI Data Security Risks: Microsoft Purview Data Security Posture Management (DSPM) for AI helps organizations monitor AI activity, enforce security policies, and prevent unauthorized data exposure. Learn how to configure DSPM for AI, track AI interactions, run data assessments, and apply security controls to reduce risks associated with AI usage. You will learn how to: Explain the purpose and benefits of Microsoft Purview DSPM for AI Set up and configure DSPM for AI to monitor AI interactions Identify and analyze AI security risks using reports and insights Run and review AI data assessments to detect oversharing risks Apply security policies, such as DLP and sensitivity labels, to protect AI-referenced data May 13 at 10am PST – Enable Advanced Protection for AI Workloads with Microsoft Defender for Cloud: As organizations use and develop AI applications, they need to address new and amplified security risks. Prepare your environment for secure AI adoption to safeguard your data and identify threats to your AI. This session will help you: Understand how Defender for Cloud can protect AI workloads Enable threat protection workloads for AI Gain application and end user context for AI alerts Register today for these new sessions. We look forward to seeing you! If you’re unable to attend a session, don’t worry—the recordings will be made available on-demand via YouTube.
Optimizing OneDrive Retention Policies with Administrative Units and Adaptive Scopes
A special thank you note to Ashwini_Anand for contributing to the content of this blog. In today's digital landscape, efficient data retention management is a critical priority for organizations of all sizes. Organizations can optimize their OneDrive retention policies, ensuring efficient and compliant data management tailored to their unique user base and licensing arrangements. Scenario: Contoso Org encountered a distinct challenge - managing data retention for their diverse user base of 200,000 employees, which includes 80,000 users with F3 licenses and 120,000 users with E3 and E5 licenses. As per Microsoft licensing, F3 users are allocated only 2 GB of OneDrive storage, whereas E3 and E5 users are provided with a much larger allocation of 5 TB. This difference required creating separate retention policies for these users' groups. The challenge was further complicated by the fact that retention policies utilize the same storage for preserving deleted data. If a unified retention policy were applied to all users such as retaining data for 6 years before deletion - F3 users’ OneDrive storage could potentially fill up within a year or less (depending on usage patterns). This would leave F3 users unable to delete or save new files, severely disrupting productivity and data management. To address this, it is essential to create a separate retention policy for E3 and E5 users, ensuring that the policy applies only to these users and excludes F3 users. This blog will discuss the process of designing and implementing such a policy for the large user base based on separate licenses, ensuring efficient data management and uninterrupted productivity. Challenges with Retention Policy Configuration for large organizations 1. Adaptive Scope Adaptive scopes in Microsoft Purview allow you to dynamically target policies based on specific attributes or properties such as department, location, email address, custom Exchange attributes etc. Refer the link to get the list of supported attributes: Adaptive scopes | Microsoft Learn. Limitation: Although Adaptive scopes can filter by user properties, Contoso, being a large organization, had already utilized all 15 custom attributes for various purposes. Additionally, user attributes also couldn’t be used to segregate users based on licenses. This made it challenging to repurpose any attribute for our filter criteria to apply the retention policy to a specific set of users. Furthermore, refinable strings used in SharePoint do not work for OneDrive sites. 2. Static Scope Static scope refers to manually selected locations (e.g., specific users, mailboxes, or sites) where the policy is applied. The scope remains fixed and does not automatically adjust. Limitation: Static scope allows the inclusion or exclusion of mailboxes and sites but is limited to 100 sites and 1000 mailboxes, making it challenging to utilize for large organizations. Proposed Solution: Administrative Units with Adaptive Scope To address the above challenges, it required utilizing Administrative Units (Admin Units - is a container within an organization that can hold users, groups, or devices. It helps us to manage and organize users within an organization more efficiently, especially in large or complex environments) with Adaptive Scopes for creation of a retention policy targeting E3 and E5 licensed users. This approach allows organizations to selectively apply retention policies based on user licenses, enhancing both efficiency and governance. Prerequisites For Administrative unit - Microsoft Entra ID P1 license For Retention policy - Refer to the link: Microsoft 365 guidance for security & compliance - Service Descriptions | Microsoft Learn Configuration Steps Step 1: Create Administrative Unit: Navigate to Microsoft Entra Admin Center https://entra.microsoft.com/#home Click on ‘Identity’ and then click on ‘Show more’ Expand ‘Roles & admins’ Proceed to ‘Admin units’ -> Add. Define a name for the Administrative unit. Click on ‘Next: Assign roles’ No role assignment required, click on 'Next: Review + create’) Click on ‘Create’. To get more information about creating administrative unit, refer this link: Create or delete administrative units - Microsoft Entra ID | Microsoft Learn Step 2: Update Dynamic Membership: Select the Administrative Unit which is created in Step1. Navigate to ‘Properties’ Choose ‘Dynamic User’ for Membership type. Click on ‘Add a dynamic query’ for Dynamic user members. Click on ‘Edit' for Rule syntax In order to include E3 and E5 licensed users who are using OneDrive, you need to include SharePoint Online Service Plan 2 enabled users. Use the query below in the code snippet to define the dynamic membership. user.assignedPlans -any (assignedPlan.servicePlanId -eq "5dbe027f-2339-4123-9542-606e4d348a72" -and assignedPlan.capabilityStatus -eq "Enabled") Click on 'Save' to update the Dynamic membership rules Click on 'Save' to update the Administrative unit changes. Open the Administrative Unit and click on the 'Users' tab to check if users have started to populate. Note: It may take some time to replicate all users, depending on the size of your organization. Please wait for minutes and then check again. Step 3: Create Adaptive Scope under Purview Portal: Access https://purview.microsoft.com Navigate to ‘Settings’ Expand ‘Roles & scopes’ and click on ‘Adaptive scopes’ Create a new adaptive scope, providing ‘Name’ and ‘Description’. Proceed to select the Administrative unit which was created earlier. (It takes time for the Admin/Administrative Unit to become visible. Please wait for some time if it does not appear immediately.) Click on ‘Add’ and ‘Next’ Select ‘Users’ and 'Next' Once the Admin unit is selected, we need to specify the criteria which allows to select users within the Admin unit (this is the second level of filtering available). However, in this case since we needed to select all users of the admin unit, hence the below criteria was used. Click 'Add attribute' and form the below query. Email addresses is not equal to $null Note: You can apply any other filter if you need to select a subset of users within the Admin Unit based on your business use case. Click on ‘Next’ Review and ‘Submit’ the adaptive scope. Step 4: Create Retention Policy using Adaptive Scope: Access https://purview.microsoft.com/datalifecyclemanagement/overview Navigate to ‘Policies’ and then go to ‘Retention Policies’. Create a ‘New Retention policy’, providing a ‘Name’ and ‘Description’. Proceed to select the Administrative unit created earlier. Click on ‘Add or remove admin units’ Choose ‘Adaptive’ and click on ‘Next’. Click on ‘Add scopes’ and Select the previously created Adaptive scope. the Adaptive scope and location at this point. Click on ‘Next’ to proceed and select the desired retention settings. Click Next and Finish Outcome By implementing Admin Units with adaptive scopes, organizations can effectively overcome challenges associated with applying OneDrive retention policies for distinguished and large set of users. This approach facilitates the dynamic addition of required users, eliminating the need for custom attributes and manual user management. Users are dynamically added or removed from the policy based on license status, ensuring seamless compliance management. FAQ: Why is it important to differentiate retention policies based on user licensing tiers? It is important to differentiate retention policies based on user licensing tiers to ensure that each user group has policies tailored to their specific needs and constraints, avoiding issues such as storage limitations for users with lower-tier licenses like F3. How many Exchange custom attributes are typically available? There are typically 15 Exchange custom attributes available, which can limit scalability when dealing with a large user base. What challenge does Adaptive Scoping face when including a large number of OneDrive sites? Adaptive Scoping faces the challenge of including a large number of OneDrive sites due to limitations in the number of custom attributes allowed. While these custom attributes help in categorizing and managing OneDrive sites, the finite number of attributes available can restrict scalability and flexibility. Why are refinable strings a limitation for Adaptive Scoping in OneDrive? Refinable strings are a limitation for Adaptive Scoping in OneDrive because their usage is restricted to SharePoint only. What are the limitations of Static Scoping for OneDrive sites? Static Scoping for OneDrive sites is limited by the strict limit of including or excluding only 100 sites, making it usage limited for larger environments. Do we need any licenses to create an administrative unit with dynamic membership? Yes, a Microsoft Entra ID P1 license is required for all members of the group.Select the 'Adaptive' retention policy type
