Compliance licenses at tenant level
Hi, We are a small organization of about 200 employees, and we have following requirements. DLP policies configuration at Exchange, OneDrive, SharePoint BYOD security Users should not be able to send files outside the org And so on as we evaluate We already have M365 Business Premium. However, after researching we figured out that M365 Business premium will alone not solve our requirements. May be compliance license will. We want to apply security policies at tenant level in our organization but definitely do not want every user to get licenses as this will be expensive for us and there is no requirement at all for our users. The question is, Is there a way to solve the above scenario?Introducing Microsoft Security Store
Security is being reengineered for the AI era—moving beyond static, rulebound controls and after-the-fact response toward platform-led, machine-speed defense. We recognize that defending against modern threats requires the full strength of an ecosystem, combining our unique expertise and shared threat intelligence. But with so many options out there, it’s tough for security professionals to cut through the noise, and even tougher to navigate long procurement cycles and stitch together tools and data before seeing meaningful improvements. That’s why we built Microsoft Security Store - a storefront designed for security professionals to discover, buy, and deploy security SaaS solutions and AI agents from our ecosystem partners such as Darktrace, Illumio, and BlueVoyant. Security SaaS solutions and AI agents on Security Store integrate with Microsoft Security products, including Sentinel platform, to enhance end-to-end protection. These integrated solutions and agents collaborate intelligently, sharing insights and leveraging AI to enhance critical security tasks like triage, threat hunting, and access management. In Security Store, you can: Buy with confidence – Explore solutions and agents that are validated to integrate with Microsoft Security products, so you know they’ll work in your environment. Listings are organized to make it easy for security professionals to find what’s relevant to their needs. For example, you can filter solutions based on how they integrate with your existing Microsoft Security products. You can also browse listings based on their NIST Cybersecurity Framework functions, covering everything from network security to compliance automation — helping you quickly identify which solutions strengthen the areas that matter most to your security posture. Simplify purchasing – Buy solutions and agents with your existing Microsoft billing account without any additional payment setup. For Azure benefit-eligible offers, eligible purchases contribute to your cloud consumption commitments. You can also purchase negotiated deals through private offers. Accelerate time to value – Deploy agents and their dependencies in just a few steps and start getting value from AI in minutes. Partners offer ready-to-use AI agents that can triage alerts at scale, analyze and retrieve investigation insights in real time, and surface posture and detection gaps with actionable recommendations. A rich ecosystem of solutions and AI agents to elevate security posture In Security Store, you’ll find solutions covering every corner of cybersecurity—threat protection, data security and governance, identity and device management, and more. To give you a flavor of what is available, here are some of the exciting solutions on the store: Darktrace’s ActiveAI Security SaaS solution integrates with Microsoft Security to extend self-learning AI across a customer's entire digital estate, helping detect anomalies and stop novel attacks before they spread. The Darktrace Email Analysis Agent helps SOC teams triage and threat hunt suspicious emails by automating detection of risky attachments, links, and user behaviors using Darktrace Self-Learning AI, integrated with Microsoft Defender and Security Copilot. This unified approach highlights anomalous properties and indicators of compromise, enabling proactive threat hunting and faster, more accurate response. Illumio for Microsoft Sentinel combines Illumio Insights with Microsoft Sentinel data lake and Security Copilot to enhance detection and response to cyber threats. It fuses data from Illumio and all the other sources feeding into Sentinel to deliver a unified view of threats across millions of workloads. AI-driven breach containment from Illumio gives SOC analysts, incident responders, and threat hunters unified visibility into lateral traffic threats and attack paths across hybrid and multi-cloud environments, to reduce alert fatigue, prioritize threat investigation, and instantly isolate workloads. Netskope’s Security Service Edge (SSE) platform integrates with Microsoft M365, Defender, Sentinel, Entra and Purview for identity-driven, label-aware protection across cloud, web, and private apps. Netskope's inline controls (SWG, CASB, ZTNA) and advanced DLP, with Entra signals and Conditional Access, provide real-time, context-rich policies based on user, device, and risk. Telemetry and incidents flow into Defender and Sentinel for automated enrichment and response, ensuring unified visibility, faster investigations, and consistent Zero Trust protection for cloud, data, and AI everywhere. PERFORMANTA Email Analysis Agent automates deep investigations into email threats, analyzing metadata (headers, indicators, attachments) against threat intelligence to expose phishing attempts. Complementing this, the IAM Supervisor Agent triages identity risks by scrutinizing user activity for signs of credential theft, privilege misuse, or unusual behavior. These agents deliver unified, evidence-backed reports directly to you, providing instant clarity and slashing incident response time. Tanium Autonomous Endpoint Management (AEM) pairs realtime endpoint visibility with AI-driven automation to keep IT environments healthy and secure at scale. Tanium is integrated with the Microsoft Security suite—including Microsoft Sentinel, Defender for Endpoint, Entra ID, Intune, and Security Copilot. Tanium streams current state telemetry into Microsoft’s security and AI platforms and lets analysts pivot from investigation to remediation without tool switching. Tanium even executes remediation actions from the Sentinel console. The Tanium Security Triage Agent accelerates alert triage, enabling security teams to make swift, informed decisions using Tanium Threat Response alerts and real-time endpoint data. Walkthrough of Microsoft Security Store Now that you’ve seen the types of solutions available in Security Store, let’s walk through how to find the right one for your organization. You can get started by going to the Microsoft Security Store portal. From there, you can search and browse solutions that integrate with Microsoft Security products, including a dedicated section for AI agents—all in one place. If you are using Microsoft Security Copilot, you can also open the store from within Security Copilot to find AI agents - read more here. Solutions are grouped by how they align with industry frameworks like NIST CSF 2.0, making it easier to see which areas of security each one supports. You can also filter by integration type—e.g., Defender, Sentinel, Entra, or Purview—and by compliance certifications to narrow results to what fits your environment. To explore a solution, click into its detail page to view descriptions, screenshots, integration details, and pricing. For AI agents, you’ll also see the tasks they perform, the inputs they require, and the outputs they produce —so you know what to expect before you deploy. Every listing goes through a review process that includes partner verification, security scans on code packages stored in a secure registry to protect against malware, and validation that integrations with Microsoft Security products work as intended. Customers with the right permissions can purchase agents and SaaS solutions directly through Security Store. The process is simple: choose a partner solution or AI agent and complete the purchase in just a few clicks using your existing Microsoft billing account—no new payment setup required. Qualifying SaaS purchases also count toward your Microsoft Azure Consumption Commitment (MACC), helping accelerate budget approvals while adding the security capabilities your organization needs. Security and IT admins can deploy solutions directly from Security Store in just a few steps through a guided experience. The deployment process automatically provisions the resources each solution needs—such as Security Copilot agents and Microsoft Sentinel data lake notebook jobs—so you don’t have to do so manually. Agents are deployed into Security Copilot, which is built with security in mind, providing controls like granular agent permissions and audit trails, giving admins visibility and governance. Once deployment is complete, your agent is ready to configure and use so you can start applying AI to expand detection coverage, respond faster, and improve operational efficiency. Security and IT admins can view and manage all purchased solutions from the “My Solutions” page and easily navigate to Microsoft Cost Management tools to track spending and manage subscriptions. Partners: grow your business with Microsoft For security partners, Security Store opens a powerful new channel to reach customers, monetize differentiated solutions, and grow with Microsoft. We will showcase select solutions across relevant Microsoft Security experiences, starting with Security Copilot, so your offerings appear in the right context for the right audience. You can monetize both SaaS solutions and AI agents through built-in commerce capabilities, while tapping into Microsoft’s go-to-market incentives. For agent builders, it’s even simpler—we handle the entire commerce lifecycle, including billing and entitlement, so you don’t have to build any infrastructure. You focus on embedding your security expertise into the agent, and we take care of the rest to deliver a seamless purchase experience for customers. Security Store is built on top of Microsoft Marketplace, which means partners publish their solution or agent through the Microsoft Partner Center - the central hub for managing all marketplace offers. From there, create or update your offer with details about how your solution integrates with Microsoft Security so customers can easily discover it in Security Store. Next, upload your deployable package to the Security Store registry, which is encrypted for protection. Then define your license model, terms, and pricing so customers know exactly what to expect. Before your offer goes live, it goes through certification checks that include malware and virus scans, schema validation, and solution validation. These steps help give customers confidence that your solutions meet Microsoft’s integration standards. Get started today By creating a storefront optimized for security professionals, we are making it simple to find, buy, and deploy solutions and AI agents that work together. Microsoft Security Store helps you put the right AI‑powered tools in place so your team can focus on what matters most—defending against attackers with speed and confidence. Get started today by visiting Microsoft Security Store. If you’re a partner looking to grow your business with Microsoft, start by visiting Microsoft Security Store - Partner with Microsoft to become a partner. Partners can list their solution or agent if their solution has a qualifying integration with Microsoft Security products, such as a Sentinel connector or Security Copilot agent, or another qualifying MISA solution integration. You can learn more about qualifying integrations and the listing process in our documentation here.Common questions on Microsoft Purview Data Loss Prevention for endpoints
This guide covers the top-of-mind FAQs on Microsoft Purview DLP for endpoints. We have collaborated with engineers, designers, and Endpoint DLP experts to increase your confidence on the Endpoint DLP capabilities, and to help you learn more about your setup. We hope you enjoy these guidelines to troubleshoot your most common issues with deployment, if any!New Microsoft Purview Deployment Blueprint | Lightweight guide to mitigate data leakage
We’re excited to share our latest Data Security deployment blueprint: “Lightweight guide to mitigate data leakage”—a practical resource designed to help organizations quickly enable core data security features across their Microsoft 365 estate with minimal setup. The blueprint follows a good / better / best model that maps protections to your licensing. “Good” highlights foundational features included in Business Premium SKUs, while “Better” and “Best” layer in advanced E5 Compliance capabilities, such as auto-labeling, Endpoint DLP, insider risk signals and much more. With the new E5 Compliance Add-On for Business Premium, this guide shows how organizations can capture quick wins today while building toward stronger, long-term security practices. This blueprint is designed for IT administrators, security teams, and compliance stakeholders tasked with protecting sensitive data – and it’s equally valuable for Microsoft partners and consultants supporting customers on their data security journey. Whether you’re enabling basic safeguards or advancing towards automated protection, this guide provides clear, actionable steps to strengthen your data security posture. Ready to get started? Visit our Purview deployment blueprint page or jump straight to the direct PPT link for a step-by-step walkthrough. Securing your data doesn’t have to be complex – this lightweight blueprint makes it achievable for organizations of any size.
Teams Private Channels Reengineered: Compliance & Data Security Actions Needed by Sept 20, 2025
You may have missed this critical update, as it was published only on the Microsoft Teams blog and flagged as a Teams change in the Message Center under MC1134737. However, it represents a complete reengineering of how private channel data is stored and managed, with direct implications for Microsoft Purview compliance policies, including eDiscovery, Legal Hold, Data Loss Prevention (DLP), and Retention. 🔗 Read the official blog post here New enhancements in Private Channels in Microsoft Teams unlock their full potential | Microsoft Community Hub What’s Changing? A Shift from User to Group Mailboxes Historically, private channel data was stored in individual user mailboxes, requiring compliance and security policies to be scoped at the user level. Starting September 20, 2025, Microsoft is reengineering this model: Private channels will now use dedicated group mailboxes tied to the team’s Microsoft 365 group. Compliance and security policies must be applied to the team’s Microsoft 365 group, not just individual users. Existing user-level policies will not govern new private channel data post-migration. This change aligns private channels with how shared channels are managed, streamlining policy enforcement but requiring manual updates to ensure coverage. Why This Matters for Data Security and Compliance Admins If your organization uses Microsoft Purview for: eDiscovery Legal Hold Data Loss Prevention (DLP) Retention Policies You must review and update your Purview eDiscovery and legal holds, DLP, and retention policies. Without action, new private channel data may fall outside existing policy coverage, especially if your current policies are not already scoped to the team’s group. This could lead to significant data security, governance and legal risks. Action Required by September 20, 2025 Before migration begins: Review all Purview policies related to private channels. Apply policies to the team’s Microsoft 365 group to ensure continuity. Update eDiscovery searches to include both user and group mailboxes. Modify DLP scopes to include the team’s group. Align retention policies with the team’s group settings. Migration will begin in late September and continue through December 2025. A PowerShell command will be released to help track migration progress per tenant. Migration Timeline Migration begins September 20, 2025, and continues through December 2025. Migration timing may vary by tenant. A PowerShell command will be released to help track migration status. I recommend keeping track of any additional announcements in the message center.Retired: The Data Loss Prevention Ninja Training is here!
August 2025: New Ninja training can be found at https://aka.ms/DLPNinja RETIRED July 2025: Under Construction for new hosting location The Microsoft Purview Data Loss Prevention Ninja Training is here! We are very excited and pleased to announce this rendition of the Ninja Training Series. With all the other training out there, our team has been working diligently to get this content out there. There are several videos and resources out there and the overall purpose of the Microsoft Purview Data Loss Prevention Ninja training is to help you master this realm. We aim to get you up-to-date links to the community blogs, training videos, Interactive Guides, learning paths, and any other relevant documentation. To make it easier for you to start and advance your knowledge gradually without throwing you in deep waters, we split content in each offering into three levels: beginner, intermediate, and advanced. Please find the Microsoft Purview Information Protection Ninja Training here. In addition, after each section, there will be a knowledge check based on the training material you’d have just finished! Since there’s a lot of content, the goal of these knowledge checks is to help you determine if you were able to get a few of the major key takeaways. There’ll be a fun certificate issued at the end of the training: Disclaimer: This is NOT an official Microsoft certification and only acts as a way of recognizing your participation in this training content. Lastly, this training will be updated one to two times a year to ensure you all have the latest and greatest material! If there's any topic you'd like for us to include and/or have any thoughts on this training, please let us know what you think below in the comments! Legend/Acronyms (D) Microsoft Documentation (V) Video (B) Blog (P) PDF (S) Site (SBD) Scenario Based Demo (Video) (DAG) Deployment Acceleration Guide MIP Microsoft Information Protection (old terminology for Microsoft Purview Information Protection) AIP Azure Information Protection ULC Unified Labeling Client SIT Sensitive Information Type RBAC Role-based access control eDLP Endpoint DLP OME Office 365 Message Encryption EDM Exact Data Match DLP Data Loss Prevention SPO SharePoint Online OCR Optical character recognition MCAS Microsoft Cloud App Security (old terminology for Microsoft Defender for Cloud Apps) TC Trainable Classifiers ODSP OneDrive SharePoint EXO Exchange Online Microsoft Purview Data Loss Prevention (DLP) Microsoft’s DLP solution provides a broad range of capabilities to address the modern workplace and the unique challenges represented by these very different scenarios. One of the key investment areas is in providing a unified and comprehensive solution across the many different kinds of environments and services where sensitive data is stored, used or shared. This includes platforms native to Microsoft and also non-Microsoft services and apps. Beginner Training Public forums to contact the overall information protection team Yammer Tech Community Introducing Microsoft Purview (V) In this video, hear from Microsoft executives on this new product family and our vision for the future of data governance. Introduction to Microsoft Purview Data Loss Prevention? (V) In this video, you’ll find an overview on Microsoft Purview Data Loss Prevention. Quick overview on new Exchange DLP Predicates (V) This video provides a quick walk through on creating an Exchange DLP policy and a soft focus on the new predicates and actions. Microsoft Purview Information Protection Framework (D) Check out the above documentation to see how Microsoft Purview Information Protection uses 3 pillars to deploy an information protection solution. Protect Data with Zero Trust (LP) Zero Trust isn't a tool or product, it's an essential security strategy, with data at its core. Here, you'll learn how to identify and protect your data using a Zero Trust approach. Learn about data loss prevention (D) Learn about DLP basics and Microsoft Unified DLP and why it’s uniquely positioned to protect your data in the cloud. How to secure your data with Microsoft Security (V) The above video is a quick summary on how to protect your data. Microsoft Purview Information Protection and Data Loss Prevention Roadmap (S) Please check out the above site on the latest items on our public roadmap. Microsoft Purview Information Protection support for PDF and GitHub (V) and Ignite Conversation (V) The above videos walk through announcements regarding support for PDF and GitHub Microsoft Defender for Cloud Apps integration (D) Please visit the above documentation to learn more about how Microsoft Purview Information Protection integrates with Microsoft Defender for Cloud Apps Trainable Classifiers (D) Check out the documentation to create custom trainable classifiers. Retrain a classifier in content explorer (D) The above documentation shows you how to improve the performance of custom trainable classifiers by providing them more feedback. Explain data loss prevention reporting capabilities (LP) The above learning path walks you through reporting in the Microsoft Purview Compliance Portal. Review and analyze data loss prevention reports (LP) The above learning path walks you through analyzing reports in the Microsoft Purview Compliance Portal. Beginner Knowledge Check Intermediate Training Microsoft Compliance Extension for Chrome (B) aka Microsoft Purview Extension (D) Please check out the above blog and Microsoft Doc to understand what we’re doing to expand our DLP capabilities to Chrome. Microsoft Purview extension for Firefox (D) The above documentation details procedures to roll out the Microsoft Purview extension for Firefox. Data Loss Prevention and Endpoint DLP (V) This video details how Microsoft approaches information protection across Files, emails, Teams, endpoints and others. How DLP works between the Compliance portal and Exchange admin center (D) You can create a data loss prevention (DLP) policy in two different admin centers; the above document walks through the differences and similarities. Data Loss Prevention across endpoints, apps, & services | Microsoft Purview (V) This video walks you through how to protect sensitive data everywhere you create, view, and access information with one Data Loss Prevention policy in Microsoft Purview. Data Loss Prevention Policy Tips Reference Guide (D) and Quick Overview (V) Please check out the above documentation and short video on where we support policy tips. Create a DLP Policy for Microsoft 365 Online Services (IG) Please use the above interactive guide to see how to create DLP policies. Apply Microsoft Purview Endpoint DLP to Devices (IG) Please use the above interactive guide to see how to create Endpoint DLP policies. Sites for testing documentation (S) The above site details locations where you can get sample data. Scope of DLP Protection for Microsoft Teams (D) The above documentation walks through how DLP protection is applied differently to Teams entities. Manage DLP alerts in the Microsoft Purview compliance portal (LP) The above learning path walks you through managing DLP alerts. Endpoint activities you can monitor and best practices (LP) The above learning path walks you through Endpoint DLP activities and best practices. Troubleshoot and Manage Microsoft Purview Data Loss Prevention for your Endpoint Devices (B) The above blog goes through a quick guide to troubleshooting Endpoint DLP. Microsoft Purview DLP Interactive Guides (IG) Please visit the above home page to see the latest interactive guides walking you through DLP. Learn how to investigate Microsoft Purview Data Loss Prevention alerts in Microsoft 365 Defender (B) This blog is a step-by-step guided walkthrough of the Microsoft 365 Defender Analyst experience for Microsoft Purview Data Loss Prevention (DLP) incident management. Intermediate Knowledge Check Advanced Training Microsoft Defender for Cloud Apps and Data Loss Preventions (D) Please check out the documentation above detailing how the integration to Microsoft Defender for Cloud Apps further enhances your data loss prevention plan. Power BI: Learn about centralized data loss prevention policies (V) This video highlights DLP capabilities with Power BI. Take a unified and comprehensive approach to prevent data exfiltration with Microsoft (V) This video helps show how we can help you prevent unauthorized sharing, use, and transfer of sensitive information across your applications, services, endpoints, and on-premises file shares – all from a single place. Onboard macOS devices into Microsoft 365 (D), capability announcement (B), and additional screengrabs (B) Please use the documentation above to deploy macOS devices into Endpoint DLP and check out the blog to see a few screengrabs on how the user experience. Troubleshooting Guides (D) Resolve issues that affect DLP policy tips Changes to a data loss prevention policy don't take effect in Outlook 2013 in Microsoft 365 DLP policy tips in Security and Compliance Center don't work in OWA/Outlook How to troubleshoot data loss prevention policy tips in Exchange Online Protection in Microsoft 365 Please check out the below documentation to find guides on common issues. Securing data in an AI-first world with Microsoft Purview (B) The above blog details some new updates on AI with Microsoft Purview. Common questions on Microsoft Purview Data Loss Prevention for endpoints (B) This guide covers the top-of-mind FAQs on Microsoft Purview Data Loss Prevention for endpoints (referred to as Endpoint DLP in the blog). Guidance for investigating Microsoft Purview Data Loss Prevention incidents (B) This blog provides guidance for choosing the best investigation experience suited for your organization when using Microsoft Purview Data Loss Prevention. Data Loss Prevention: From on-premises to cloud (PDF) This whitepaper focuses on why you should move to cloud-native data loss prevention. The Microsoft Purview DLP Migration Assistant for Symantec (IG) Follow the above IG to get guidance on migrating from Symantec to Microsoft Purview DLP. Migrating from Windows Information Protection to Microsoft Purview (B) The above blog gives guidance on how to migrate from WIP to the Microsoft Purview stack. Insider Risk in Conditional Access | Microsoft Entra + Microsoft Purview Adaptive Protection (V) The above video goes through how to protect your organization from insider threats with Microsoft Entra's Conditional Access and Adaptive Protection in Microsoft Purview. Please check out this link for a blog with more details. (B) Protect sensitive data throughout its Copilot journey (B) The above details how the native integration enables organizations to leverage the power of GenAI when working with sensitive data as Copilot can understand and honor the controls such as encryption and provide comprehensive visibility into usage. Protect at the speed and scale of AI with Copilot for Security in Microsoft Purview (B) The above blog details the embedded experiences of Copilot for Security in Microsoft Purview (Communication Compliance, Data Loss Prevention, Insider Risk Management, and eDiscovery. Strengthen protection to mitigate data overexposure in GenAI tools with data classification/labeling (B) The blog above goes into detail on OCR, its cost, and how it goes into the AI Realm with Microsoft Purview Information Protection and Data Loss Prevention. Microsoft Purview Exact Data Match (EDM) support for multi-token corroborative evidence (B) The above blog goes into the new feature that improves the accuracy and effectiveness of EDM detection. Advanced Knowledge Check Once you’ve finished the training and the knowledge checks, please go to our attestation portal to generate your certificate; you'll see it in your inbox within 3-5 business days (Coming Soon). We hope you enjoy this training!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.From Traditional Security to AI-Driven Cyber Resilience: Microsoft’s Approach to Securing AI
By Chirag Mehta, Vice President and Principal Analyst - Constellation Research AI is changing the way organizations work. It helps teams write code, detect fraud, automate workflows, and make complex decisions faster than ever before. But as AI adoption increases, so do the risks, many of which traditional security tools were not designed to address. Cybersecurity leaders are starting to see that AI security is not just another layer of defense. It is becoming essential to building trust, ensuring resilience, and maintaining business continuity. Earlier this year, after many conversations with CISOs and CIOs, I saw a clear need to bring more attention to this topic. That led to my report on AI Security, which explores how AI-specific vulnerabilities differ from traditional cybersecurity risks and why securing AI systems calls for a more intentional approach. Why AI Changes the Security Landscape AI systems do not behave like traditional software. They learn from data instead of following pre-defined logic. This makes them powerful, but also vulnerable. For example, an AI model can: Misinterpret input in ways that humans cannot easily detect Be tricked into producing harmful or unintended responses through crafted prompts Leak sensitive training data in its outputs Take actions that go against business policies or legal requirements These are not coding flaws. They are risks that originate from how AI systems process information and act on it. These risks become more serious with agentic AI. These systems act on behalf of humans, interact with other software, and sometimes with other AI agents. They can make decisions, initiate actions, and change configurations. If one is compromised, the consequences can spread quickly. A key challenge is that many organizations still rely on traditional defenses to secure AI systems. While those tools remain necessary, they are no longer enough. AI introduces new risks across every layer of the stack, including data, networks, endpoints, applications, and cloud infrastructure. As I explained in my report, the security focus must shift from defending the perimeter to governing the behavior of AI systems, the data they use, and the decisions they make. The Shift Toward AI-Aware Cyber Resilience Cyber resilience is the ability to withstand, adapt to, and recover from attacks. Meeting that standard today requires understanding how AI is developed, deployed, and used by employees, customers, and partners. To get there, organizations must answer questions such as: Where is our sensitive data going, and is it being used safely to train models? What non-human identities, such as AI agents, are accessing systems and data? Can we detect when an AI system is being misused or manipulated? Are we in compliance with new AI regulations and data usage rules? Let’s look at how Microsoft has evolved its mature security portfolio to help protect AI workloads and support this shift toward resilience. Microsoft’s Approach to Secure AI Microsoft has taken a holistic and integrated approach to AI security. Rather than creating entirely new tools, it is extending existing products already used by millions to support AI workloads. These features span identity, data, endpoint, and cloud protection. 1. Microsoft Defender: Treating AI Workloads as Endpoints AI models and applications are emerging as a new class of infrastructure that needs visibility and protection. Defender for Cloud secures AI workloads across Azure and other cloud platforms such as AWS and GCP by monitoring model deployments and detecting vulnerabilities. Defender for Cloud Apps extends protection to AI-enabled apps running at the edge Defender for APIs supports AI systems that use APIs, which are often exposed to risks such as prompt injection or model manipulation Additionally, Microsoft has launched tools to support AI red-teaming, content safety, and continuous evaluation capabilities to ensure agents operate safely and as intended. This allows teams identify and remediate risks such as jailbreaks or prompt injection before models are deployed. 2. Microsoft Entra: Managing Non-Human Identities As organizations roll out more AI agents and copilots, non-human identities are becoming more common. These digital identities need strong oversight. Microsoft Entra helps create and manage identities for AI agents Conditional Access ensures AI agents only access the resources they need, based on real-time signals and context Privileged Identity Management manages, controls, and monitors AI agents access to important resources within an organization 3. Microsoft Purview: Securing Data Used in AI Purview plays an important role in securing both the data that powers AI apps and agents, and the data they generate through interactions. Data discovery and classification helps label sensitive information and track its use Data Loss Prevention policies help prevent leaks or misuse of data in tools such as Copilot or agents built in Azure AI Foundry Insider Risk Management alerts security teams when employees feed sensitive data into AI systems without approval Purview also helps organizations meet transparency and compliance requirements, extending the same policies they already use today to AI workloads, without requiring separate configurations, as regulations like the EU AI Act take effect. Here's a video that explains the above Microsoft security products: Securing AI Is Now a Strategic Priority AI is evolving quickly, and the risks are evolving with it. Traditional tools still matter, but they were not built for systems that learn, adapt, and act independently. They also weren’t designed for the pace and development approaches AI requires, where securing from the first line of code is critical to staying protected at scale. Microsoft is adapting its security portfolio to meet this shift. By strengthening identity, data, and endpoint protections, it is helping customers build a more resilient foundation. Whether you are launching your first AI-powered tool or managing dozens of agents across your organization, the priority is clear. Secure your AI systems before they become a point of weakness. You can read more in my AI Security report and learn how Microsoft is helping organizations secure AI supporting these efforts across its security portfolio.
