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!What’s New in Microsoft Purview eDiscovery
As organizations continue to navigate increasingly complex compliance and legal landscapes, Microsoft Purview eDiscovery is adapting to address these challenges. New and upcoming enhancements will improve how legal and compliance teams manage cases, streamline workflows, and reduce operational friction. Here’s a look at some newly released features and some others that are coming soon. Enhanced Reporting in Modern eDiscovery The modern eDiscovery experience now offers comprehensive reporting capabilities that capture every action taken within a case. This creates an auditable record of actions, enabling users to manage case activities confidently and accurately. These enhancements are critical for defensibility and audit readiness, and they also help users better understand the outcomes of their searches based on the options and settings they selected. Recent improvements include: Compliance boundary visibility: The Summary.csv report now includes the compliance boundary settings that were applied to the search query. This helps clarify search results, especially when different users have varying access permissions across data locations. Decryption settings: Visibility has been added to the Settings.csv report to indicate if a specific process has Exchange or SharePoint decryption capabilities enabled. This ensures users can verify whether encrypted content can be successfully decrypted during the process of adding to a review set or export. Visibility into Premium feature usage: There is a new value in the Settings.csv report that indicates whether Premium features were enabled for the process. Improved clarity: The Items.csv report now includes an "Added by" column to understand how the item was identified. This column shows if items were included by direct search (IndexedQuery), partial indexing (UnindexedQuery), or advanced indexing (AdvancedIndex). Contextual information: The Summary.csv report helps users understand their exported data by providing contextual explanations. For instance, it explains how the volume of exported data may be greater than the search estimate due to factors such as cloud attachments or multiple versions of SharePoint documents. Copy Search to Hold: Reuse with Confidence Another commonly requested feature that is now available is the ability to create a hold from a search. If your workflow starts with searches before creating holds, you can use the new, “Create a hold” button to create a new hold policy based on that search. Depending on your workflow, it can be effective to start off with a broad, high-level search across the entire data source to quickly surface potentially relevant content and gauge the approximate amount of data that may need review. For example, in a litigation scenario, you may want to search across the entire mailbox and OneDrive of custodians that are of interest. Once the preservation obligation is triggered, this new feature easily allows you to copy your search and create a hold to preserve the content, streamlining your workflow and enhancing efficiency. Whether you begin with a highly targeted search or something broader, this feature reduces duplication of effort and ensures consistency across processes when you want to turn an existing search into a hold. Retry Failed Locations: Easily Address Processing Issues Searches can occasionally encounter issues due to temporarily inaccessible locations. The new “Retry failed locations” feature introduces a simple, automated way to reprocess those issues without restarting the entire job. When you retry the failed locations, the results will be aggregated with the original job to provide a comprehensive overview. This feature is particularly beneficial for administrators, allowing them to efficiently retry the search while ensuring continuity in their workflow. Duplicate Search: Consistency Made Easy Save time and reduce rework by duplicating an existing search with just a few mouse clicks. Whether you're building on a previous query or rerunning it with slight adjustments, this new feature lets you preserve all original parameters, such as conditions, data sources, and locations, so you can move faster with confidence and consistency. Administrators and users simply click the “Duplicate search” button while on an existing search and then rename it. Case-Level Data Source Management: The New Data Sources Tab We recently introduced a new case-level Data Sources view in Purview eDiscovery, allowing data sources to be reused in searches and holds within a case. This enhancement allows case administrators to map and manage all relevant data locations, including mailboxes, SharePoint sites, Teams channels, and more, directly within a case. Once data sources have been added, it greatly simplifies the process of creating searches. Adding data sources within the Data Sources tab enables administrators to select from a list of previously added sources when creating new searches, rather than searching for them each time. This feature is especially useful for frequent searches across the same data sources, which happens often within eDiscovery. With this feature, users can: Visualize all data sources tied to a case. Use data source locations to populate searches and eDiscovery hold policies. Simplify the search creation process for administrators and users. This new functionality empowers teams to make more informed decisions about what to preserve, search, and review. Delete Searches and Search Exports: Keep Your Case Well Organized A newly released feature is one that helps you remove outdated or redundant searches from a case, helping keep the workspace clean and focused. With just a few clicks, you can delete searches that are no longer relevant, helping you stay focused on what matters most without extra clutter. Whether you're tidying up after a project or clearing out test runs, deletion helps keep you organized. hot showing how to delete a search. Another new feature enables users to delete search exports. This functionality is intended to assist with the management of case data and to remove unnecessary or outdated search exports, including sensitive information that is no longer required. Condition Builder Enhancements for Logical Operators (AND, OR, NEAR) The Condition Builder now supports logical operators—AND, OR, and NEAR—all within the same line, or grid. These enhancements empower users to construct more targeted search conditions and offer increased control over the use of phrases, enabling additional options over how terms are combined and matched, and proving greater flexibility to keyword queries. Tenant level control over Premium Features An upcoming enhancement will introduce a tenant-level setting to allow organizations to set the default behavior for new case creation and whether to use Premium features by default. This will provide greater flexibility and control, especially for customers that are in a mixed-license environment. Export Naming and Controlling Size of Exports A couple more upcoming enhancements are intended to give users more control and additional options over the export process, increasing flexibility for legal and compliance teams. First, export packages will include the user-defined export name directly in the download package. This small but impactful change simplifies tracking and association of exported data with specific cases. This is especially useful when managing multiple exports across different cases. Second, a new configuration setting will allow administrators to define a maximum export package size. This gives teams greater control over how data is partitioned, helping to optimize performance and reduce the risk of download issues or browser timeouts during large exports. Takeaways These updates are part of a broader modernization of the Purview eDiscovery experience, which includes a unified user experience, enhanced reporting, and a more streamlined and intuitive workflow for teams managing regulatory inquiries, litigation, or investigations. These enhancements aim to reduce friction, streamline workflows, and accelerate productivity. To learn more about thew new eDiscovery user experience, visit our Microsoft documentation at https://aka.ms/ediscoverydocsnew For more updates on the future of eDiscovery, please check out our product roadmap at https://aka.ms/ediscoveryroadmap To become a Purview eDiscovery Ninja, check out our eDiscovery Ninja Guide at: https://aka.ms/ediscoveryninjaSecure 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 365PMPurHow to deploy Microsoft Purview DSPM for AI to secure your AI apps
Microsoft Purview Data Security Posture Management (DSPM for AI) is designed to enhance data security for the following AI applications: Microsoft Copilot experiences, including Microsoft 365 Copilot. Enterprise AI apps, including ChatGPT enterprise integration. Other AI apps, including all other AI applications like ChatGPT consumer, Microsoft Copilot, DeepSeek, and Google Gemini, accessed through the browser. In this blog, we will dive into the different policies and reporting we have to discover, protect and govern these three types of AI applications. Prerequisites Please refer to the prerequisites for DSPM for AI in the Microsoft Learn Docs. Login to the Purview portal To begin, start by logging into Microsoft 365 Purview portal with your admin credentials: In the Microsoft Purview portal, go to the Home page. Find DSPM for AI under solutions. 1. Securing Microsoft 365 Copilot Be sure to check out our blog on How to use the DSPM for AI data assessment report to help you address oversharing concerns when you deploy Microsoft 365 Copilot. Discover potential data security risks in Microsoft 365 Copilot interactions In the Overview tab of DSPM for AI, start with the tasks in “Get Started” and Activate Purview Audit if you have not yet activated it in your tenant to get insights into user interactions with Microsoft Copilot experiences In the Recommendations tab, review the recommendations that are under “Not Started”. Create the following data discovery policy to discover sensitive information in AI interactions by clicking into it. Detect risky interactions in AI apps - This public preview Purview Insider Risk Management policy helps calculate user risk by detecting risky prompts and responses in Microsoft 365 Copilot experiences. Click here to learn more about Risky AI usage policy. With the policies to discover sensitive information in Microsoft Copilot experiences in place, head back to the Reports tab of DSPM for AI to discover any AI interactions that may be risky, with the option to filter to Microsoft Copilot Experiences, and review the following for Microsoft Copilot experiences: Total interactions over time (Microsoft Copilot) Sensitive interactions per AI app Top unethical AI interactions Top sensitivity labels references in Microsoft 365 Copilot Insider Risk severity Insider risk severity per AI app Potential risky AI usage Protect sensitive data in Microsoft 365 Copilot interactions From the Reports tab, click on “View details” for each of the report graphs to view detailed activities in the Activity Explorer. Using available filters, filter the results to view activities from Microsoft Copilot experiences based on different Activity type, AI app category and App type, Scope, which support administrative units for DSPM for AI, and more. Then drill down to each activity to view details including the capability to view prompts and response with the right permissions. To protect the sensitive data in interactions for Microsoft 365 Copilot, review the Not Started policies in the Recommendations tab and create these policies: Information Protection Policy for Sensitivity Labels - This option creates default sensitivity labels and sensitivity label policies. If you've already configured sensitivity labels and their policies, this configuration is skipped. Protect sensitive data referenced in Microsoft 365 Copilot - This guides you through the process of creating a Purview Data Loss Prevention (DLP) policy to restrict the processing of content with specific sensitivity labels in Copilot interactions. Click here to learn more about Data Loss Prevention for Microsoft 365 Copilot. Protect sensitive data referenced in Copilot responses - Sensitivity labels help protect files by controlling user access to data. Microsoft 365 Copilot honors sensitivity labels on files and only shows users files they already have access to in prompts and responses. Use Data assessments to identify potential oversharing risks, including unlabeled files. Stay tuned for an upcoming blog post on using DSPM for AI data assessments! Use Copilot to improve your data security posture - Data Security Posture Management combines deep insights with Security Copilot capabilities to help you identify and address security risks in your org. Once you have created policies from the Recommendations tab, you can go to the Policies tab to review and manage all the policies you have created across your organization to discover and safeguard AI activity in one centralized place, as well as edit the policies or investigate alerts associated with those policies in solution. Note that additional policies not from the Recommendations tab will also appear in the Policies tab when DSPM for AI identifies them as policies to Secure and govern all AI apps. Govern the prompts and responses in Microsoft 365 Copilot interactions Understand and comply with AI regulations by selecting “Guided assistance to AI regulations” in the Recommendations tab and walking through the “Actions to take”. From the Recommendations tab, create a Control unethical behavior in AI Purview Communications Compliance policy to detect sensitive information in prompts and responses and address potentially unethical behavior in Microsoft Copilot experiences and ChatGPT for Enterprise. This policy covers all users and groups in your organization. To retain and/or delete Microsoft 365 Copilot prompts and responses, setup a Data Lifecycle policy by navigating to Microsoft Purview Data Lifecycle Management and find Retention Policies under the Policies header. You can also preserve, collect, analyze, review, and export Microsoft 365 Copilot interactions by creating an eDiscovery case. 2. Securing Enterprise AI apps Please refer to this amazing blog on Unlocking the Power of Microsoft Purview for ChatGPT Enterprise | Microsoft Community Hub for detailed information on how to integrate with ChatGPT for enterprise, the Purview solutions it currently supports through Purview Communication Compliance, Insider Risk Management, eDiscovery, and Data Lifecycle Management. Learn more about the feature also through our public documentation. 3. Securing other AI Microsoft Purview DSPM for AI currently supports the following list of AI sites. Be sure to also check out our blog on the new Microsoft Purview data security controls for the browser & network to secure other AI apps. Discover potential data security risks in prompts sent to other AI apps In the Overview tab of DSPM for AI, go through these three steps in “Get Started” to discover potential data security risk in other AI interactions: Install Microsoft Purview browser extension For Windows users: The Purview extension is not necessary for the enforcement of data loss prevention on the Edge browser but required for Chrome to detect sensitive info pasted or uploaded to AI sites. The extension is also required to detect browsing to other AI sites through an Insider Risk Management policy for both Edge and Chrome browser. Therefore, Purview browser extension is required for both Edge and Chrome in Windows. For MacOS users: The Purview extension is not necessary for the enforcement of data loss prevention on macOS devices, and currently, browsing to other AI sites through Purview Insider Risk Management is not supported on MacOS, therefore, no Purview browser extension is required for MacOS. Extend your insights for data discovery – this one-click collection policy will setup three separate Purview detection policies for other AI apps: Detect sensitive info shared in AI prompts in Edge – a Purview collection policy that detects prompts sent to ChatGPT consumer, Micrsoft Copilot, DeepSeek, and Google Gemini in Microsoft Edge and discovers sensitive information shared in prompt contents. This policy covers all users and groups in your organization in audit mode only. Detect when users visit AI sites – a Purview Insider Risk Management policy that detects when users use a browser to visit AI sites. Detect sensitive info pasted or uploaded to AI sites – a Purview Endpoint Data loss prevention (eDLP) policy that discovers sensitive content pasted or uploaded in Microsoft Edge, Chrome, and Firefox to AI sites. This policy covers all users and groups in your org in audit mode only. With the policies to discover sensitive information in other AI apps in place, head back to the Reports tab of DSPM for AI to discover any AI interactions that may be risky, with the option to filter by Other AI Apps, and review the following for other AI apps: Total interactions over time (other AI apps) Total visits (other AI apps) Sensitive interactions per AI app Insider Risk severity Insider risk severity per AI app Protect sensitive info shared with other AI apps From the Reports tab, click on “View details” for each of the report graphs to view detailed activities in the Activity Explorer. Using available filters, filter the results to view activities based on different Activity type, AI app category and App type, Scope, which support administrative units for DSPM for AI, and more. To protect the sensitive data in interactions for other AI apps, review the Not Started policies in the Recommendations tab and create these policies: Fortify your data security – This will create three policies to manage your data security risks with other AI apps: 1) Block elevated risk users from pasting or uploading sensitive info on AI sites – this will create a Microsoft Purview endpoint data loss prevention (eDLP) policy that uses adaptive protection to give a warn-with-override to elevated risk users attempting to paste or upload sensitive information to other AI apps in Edge, Chrome, and Firefox. This policy covers all users and groups in your org in test mode. Learn more about adaptive protection in Data loss prevention. 2) Block elevated risk users from submitting prompts to AI apps in Microsoft Edge – this will create a Microsoft Purview browser data loss prevention (DLP) policy, and using adaptive protection, this policy will block elevated, moderate, and minor risk users attempting to put information in other AI apps using Microsoft Edge. This integration is built-in to Microsoft Edge. Learn more about adaptive protection in Data loss prevention. 3) Block sensitive info from being sent to AI apps in Microsoft Edge - this will create a Microsoft Purview browser data loss prevention (DLP) policy to detect inline for a selection of common sensitive information types and blocks prompts being sent to AI apps while using Microsoft Edge. This integration is built-in to Microsoft Edge. Once you have created policies from the Recommendations tab, you can go to the Policies tab to review and manage all the policies you have created across your organization to discover and safeguard AI activity in one centralized place, as well as edit the policies or investigate alerts associated with those policies in solution. Note that additional policies not from the Recommendations tab will also appear in the Policies tab when DSPM for AI identifies them as policies to Secure and govern all AI apps. Conclusion Microsoft Purview DSPM for AI can help you discover, protect, and govern the interactions from AI applications in Microsoft Copilot experiences, Enterprise AI apps, and other AI apps. We recommend you review the Reports in DSPM for AI routinely to discover any new interactions that may be of concern, and to create policies to secure and govern those interactions as necessary. We also recommend you utilize the Activity Explorer in DSPM for AI to review different Activity explorer events while users interacting with AI, including the capability to view prompts and response with the right permissions. We will continue to update this blog with new features that become available in DSPM for AI, so be sure to bookmark this page! Follow-up Reading Check out this blog on the details of each recommended policies in DSPM for AI: Microsoft Purview – Data Security Posture Management (DSPM) for AI | Microsoft Community Hub Address oversharing concerns with Microsoft 365 blueprint - aka.ms/Copilot/Oversharing 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 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 Public roadmap for DSPM for AI - Microsoft 365 Roadmap | Microsoft 365Rethinking 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, 2024How to use DSPM for AI Data Risk Assessment to Address Internal Oversharing
Background Oversharing and data leak risks may occur with or without GenAI use. However, leaders are concerned that GenAI tools might grant faster access to content with incorrect permissions, making these files easier to locate. Oversharing occurs when an employee has access to information beyond what is necessary to do their jobs. It often happens accidentally, for example if a user saves sensitive files to a SharePoint site without realizing everyone has access to that location. It could also happen when people share files too broadly (e.g. everyone in the organization sharing a link). Or it can happen when files lack protection regardless of location. Microsoft Purview Data Security for Posture Management (DSPM) for AI’s Data Risk Assessment helps to address oversharing by allowing security teams to scan files containing sensitive data and identifying data repositories such as SharePoint sites with overly permissive user access. It provides visibility into overshared content, risk assessment, remediation actions, and detailed reports. Introduction Purview Data Security Posture Management for AI (DSPM for AI)’s Data Risk Assessment is for you if you: Are an existing Microsoft 365 Copilot customer, or someone wanting to deploy Microsoft 365 Copilot: or Want to address oversharing but have not yet deployed Microsoft 365 Copilot. Prerequisites Please refer to the prerequisites for DSPM for AI in the Microsoft Learn Docs. Log in to the Purview portal To begin, start by logging into Microsoft 365 Purview portal with your admin credentials: In the Microsoft Purview portal, go to the Home page. Find DSPM for AI under solutions. Head to Purview DSPM for AI -> Data Assessment. The Data Assessments tool identifies potential oversharing risks in your organization. It also provides fixes to limit access to sensitive data. As shown on the Data Risk Assessment landing page, there are two types of assessments: A Default Assessment. This assessment runs automatically every week. Custom Assessments. This assessment is user-triggered. This blog will focus on the Default assessment and will not cover Custom assessments. The Default assessment will run automatically weekly. Additionally, the Default assessment runs weekly and targets the top 100 SharePoint sites based on usage. Default assessment Next, click the View details button for the Default data risk assessment report on the Overview page. In the Oversharing Assessment for the week page, locate the visual reports bar. The visual reports bar provides a general overview of, Assessment details, which includes: Description. Top 100 accessed SharePoint sites by usage. Last updated, next updated, and frequency. Frequency of updates for the default assessment. Total items - a visual graph of the number of items scanned and/or not scanned for sensitive information types (SITs). Sensitivity labels on data – a visual graph that includes, The number of labeled SITs detected and not detected. The number of Not labeled SITs detected and not detected. The number of data not scanned. Items shared with – a visual graph that includes the number of links, Shared with anyone. Shared organization wide. Shared with specific people. Shared outside your organization. The following data points may indicate that oversharing has occurred in the tenant: Large amount of data not scanned. Large amount of data containing SITs but not labeled. Large amount of data shared externally. Site-specific data Next, locate the list of sites (Data source ID) and their info on the table below the visual reports bar, which includes information on: Source type Total items Total items accessed Times users accessed items Unique users accessing items Total Sensitive items Total scanned items Total unscanned items Items shared with Scroll through the list and identify potential sites that may contain oversharing based on the knowledge of whether the site is private or public, and the possible conditions below: A private site that is being shared externally based on sharing links info. A private site that has a high level of documents being shared outside of the org based on a high level of total items accessed and/or unique users accessed and/or times users accessed. A public site that has a high level of sensitive items based on total sensitive items count. A site that has a high level of total unscanned items. By clicking on the Export button, you can export the Data source IDs to an Excel, CSV, JSON, and TSV file. The rollout of the export capability has started and will be complete by end of the week (week of April 28, 2025). Secure and Govern Each Site Click into each site of interest, or sites may have potential oversharing, to review the site info in the flyout panel. Overview – provides an overview of the details for the site. Data source details – provides details of where the data comes from (i.e. SharePoint) and its corresponding URL Data coverage – displays the total items scanned in the site that are either: Labeled and SITs detected, or No SITs detected Not labeled and SITs detected, or No SITs detected *Data points that may indicate that oversharing has occurred in the tenant: 1. Lots of unscanned documents. 2. Lots of documents that contain SITs but not labeled. Identify – scans your data for sensitive information. Use Microsoft Purview On-demand classification data scan to scan for sensitive information for all content in this site. Microsoft Purview On-demand classification data scan is a feature to help discover and classify sensitive content in historical data across Microsoft 365. Protect – provides remediation actions that you can take to address internal oversharing: Limit Microsoft 365 Copilot access to this site - Restrict access or block processing of certain content in SharePoint - you can choose two methods of how Copilot accesses data in SharePoint: Restrict access by label – Block processing of content with a specific sensitivity label using Purview Data Loss Prevention (DLP) policy for Copilot Restrict all items – Restrict access to site(s) using SharePoint Advanced Management (SAM) restricted content discovery (RCD) Other labeling policies - Create sensitivity label taxonomy and publish labels to SharePoint via: Default sensitivity label for SharePoint document library Default labels – setup default labels to label all new items by default using sensitivity labels. Sensitive information auto-labeling policy - Use auto-labeling policies based on sensitive content or keywords. You can click View items to view the files with SITs. SharePoint site sensitivity label to apply a sensitivity container label to the site. Review unused files - Protect sensitive data from oversharing by deleting unused files with Purview Data Lifecycle Management (DLM) retention policies. Monitor – Ongoing access monitoring Run a site access review This section displays the number of sites: Shared with anyone. Shared organization wide. Shared with specific people. Shared externally. You can then run a SharePoint site access review using SAM Run an access review through Microsoft Entra to make sure access granted is up to date. Conclusion In this blog, we explored the concept of oversharing and its implications in collaborative environments. We discussed how Microsoft Purview DSPM for AI Data Risk Assessments can help identify and mitigate risks associated with sensitive data. Additionally, this blog provided a detailed guide on using the Data Risk Assessments tool, focusing on the Default assessment, which runs automatically every week. We covered how to interpret the visual reports and identify potential oversharing risks based on various data points. Additionally, we outlined steps to secure and govern each site, including remediation actions and access monitoring. For detailed guidance on all Purview + SAM features to address oversharing, please reference the oversharing blueprint - https://aka.ms/Copilot/Oversharing. Be sure to also check out the blog on How to deploy DSPM for AI to secure and govern all types of AI, including Microsoft Copilot experiences, Enterprise AI apps, and other AI apps! Resources Address oversharing concerns with Microsoft 365 blueprint - aka.ms/Copilot/Oversharing Public webinar on oversharing - Secure AI: Practical Steps for Addressing Oversharing Concerns 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 Downloadable whitepaper - Data Security for AI Adoption | Microsoft Public roadmap for DSPM for AI - Microsoft 365 Roadmap | Microsoft 365
General Availability: Dynamic watermarking for sensitivity labels with user-defined permissions
We previously announced the general availability of dynamic watermarking for sensitivity labels with admin-defined permissions in Word, Excel, and PowerPoint. Today, we are excited to announce that dynamic watermarking is now supported for labels with user-defined permissions as well as admin-defined permissions. This enhancement allows users to apply sensitivity labels with dynamic watermarks to documents with custom permissions, providing even greater flexibility and control over sensitive information. What is Dynamic Watermarking? Dynamic watermarking is a feature that overlays watermarks containing user-specific information on documents. These watermarks are visible when the document is viewed, edited, or shared in Word, Excel, or PowerPoint, deterring leaks and making it easier to trace any unauthorized dissemination of sensitive information. This feature can be configured by the compliance admin on any sensitivity label via the Microsoft Purview compliance portal or PowerShell. When the setting is enabled for a label, files with that label will render dynamic watermarks when opened in Word, Excel, and PowerPoint. You can learn more about this feature in our original GA announcement and our M365 Insiders blog post.Getting started with the new Purview Content Search
“I’m looking to get started with the new Content Search experience in Purview. Where do I get started?” Welcome to the exciting new world of Content Search! This revamped experience is designed to be more intuitive, making it easier for you to navigate and find what you need. The modern Content Search experience offers additional capabilities like enhanced data sources to make it easier to identify the locations that you want to search, an improved condition builder, and a streamlined export experience. Also, you will now be able to take advantage of Premier features if you have E5 licensing, further elevating your search experience. Privacy is a key focus in this update, allowing you to restrict access to your content searches and ensure that sensitive information remains secure. Additionally, the ability to configure Role-Based Access Control (RBAC) permissions means you can customize Content Search functionality to suit your needs, granting or limiting access as necessary. There are two different ways of accessing Content Search. You can access content search by clicking on the eDiscovery solution card under the Purview portal and select Content Search on the left nav. ation pane within the eDiscovery section. The "Content Search" option is highlighted, indicating its selection for searching emails, documents, and other content across Microsoft 365. This is a shortcut that will take you to the Content Search case in the new unified Purview eDiscovery. You will see all of your existing content searches here. “What do I need to do first?” First, let’s talk about permissions and privacy. The first step in using the new content search is to make sure that you have access to the new Content Search. eDiscovery managers and administrators will automatically have access to new content search. However, if you are not a member of either of these built-in role groups or in a custom role group, you may need to have either an eDiscovery manager or an eDiscovery administrator grant you access to the new content search. You will need to take the following steps if you receive this message when attempting to access the new content search: Figure 2: A screenshot of a web application displaying a 'Permission Error' message in a pop-up window, indicating that the user does not have access to the requested page. Here are the steps for assigning a custom RBAC group or individual user to the Content Search: 1) NOTE: You will need to have someone with eDiscovery manager or eDiscovery admin permissions to assign these permissions. This is done through the Case settings button under Content Search: & Eliza Gallager Incident" is listed with details such as description, query text, created by, created date, modified by, and modified date. 2) This will take you to the case settings page. You will need to click Permissions. After you select Permissions, you will have the options to add an individual user (Users) or all members of a built-in or custom role group (Role groups) You can see where I have added a custom role group named “Content Search” in this example. 3) Once you have added either the user or the role group, they will then be able to access the new Content Search! “Thanks! I can now access the new Content Search, but it looks like I now have access to holds. My team should not have the ability to place holds. What can we do?” Have no fear! The new Content Search will not provide admins the permission to apply holds. This is tightly controlled via the Purview roles assigned to you by an authorized administrator. If the holds tab is present in the new Content Search case, it is because you already have the Hold Purview role assigned to you. You can learn more about the different roles that eDiscovery and Content Search use in this article: Assign permissions in eDiscovery. You can customize what content search activities a user can perform by using Purview custom role groups. Let’s say that you want to restrict the ability to create and manage holds with Microsoft Purview. We are going to do that by creating a new custom role group named Content Search. Here are the steps for creating a custom role group. 1) The Microsoft Purview portal supports directly managing permissions for users who perform tasks within Microsoft Purview including eDiscovery and Content Search. Using the Roles and scopes area in Settings in the Purview portal, you can manage permissions for your users. IMPORTANT: To view Role groups in the Roles and scopes area in the Microsoft Purview portal, users need to be a global administrator or need to be assigned the Role Management role (a role is assigned only to the Organization Management role group). The Role Management role allows users to view, create, and modify role groups. 2) Next, click the +Create role group button to create a new role group in Purview. You can learn more about the different roles that eDiscovery and Content Search use in this article: Assign permissions in eDiscovery. After reviewing the different Content Search-related roles, select the ones applicable to your Content Search users. Here are the roles that we selected for our Content Search users: 3) Microsoft always recommends that you use roles with the fewest permissions. When planning your access control strategy, it's a best practice to manage access for the least privilege for your eDiscovery and Content Search users. Least privilege means you grant your administrators exactly the permission they need to do their job. 4) Please refer to this article if you need any other assistance creating custom role groups in Purview: Permissions in the Microsoft Purview portal. “Excellent! I can’t see the holds tab anymore. However, I’m noticing that I have access to E5 features like review sets. We only have E3 licenses. What can we do to disable the Premium features?” Depending on your tenant configuration, the new Content Search may have eDiscovery (Premium) features enabled (these features include review sets, advanced indexing, cloud attachment support, and many others). The eDiscovery (Premium) features can be disabled via the Content Search case settings. This can be done by clicking on the Case settings button from the new Content Search. Within the Case details page there is a toggle to enable or disable the eDiscovery (Premium) features. & analytics, and Review sets. The Case details section shows information such as the license type (eDiscovery Premium), premium features toggle, case name ('Content Search'), case number, and a description field. The status of the case is marked as active with a creation date and time. “Thanks! It looks like I have the correct permissions and settings. Where do I get started?” 1) Let’s start with creating a new search. Under the new Content Search, you’re going to click the Create a search button. ry text, created by, last modified date, and status. 2) Give your new search a unique name and description. 3) Under the Query tab in your new search, you will see Data sources on the left side. The new Content Search’s enhanced data sources will make it a lot easier for you to set the locations that you would like to search. You can use Content Search to search for M365 content such as email, documents, and instant messaging conversations in your organization. Use search to find content in these cloud-based Microsoft 365 data sources: Exchange Online mailboxes SharePoint sites OneDrive accounts Microsoft Teams Microsoft 365 Groups Viva Engage In this example, we will be searching a Nestor’s mailbox and OneDrive site for an email sent in March 2025 that contains the keyword string “Project 9” 4) Click Add sources under Data sources to add your locations (you can also search all your mailboxes or sites by selecting Add tenant-wide sources if needed) 5) Type in the name of the user or their email address to find the user that you’re wanting to search and then select them. reenshot shows the 'Search for sources' interface in Microsoft 365 compliance center, where users can add people, groups, SharePoint sites, OneDrive accounts, and Microsoft Teams as sources. The search results display one item matching the query 'Nestor Wilke,' with an option to select or deselect it. 6) Click the Manage button to see the locations associated with this user. The enhanced data source experience will automatically identify a user’s mailbox and OneDrive site if they have one enabled. 7) Select Save to continue. Optional: you can exclude either their Mailbox or OneDrive site by unchecking them under the Manage sources view. 8) Now that we have identified the locations that we want to search. The next step is to create a query to define what we are wanting to search for within the locations. 9) Under the Keywords condition, make sure that Equal is selected, and type in Project 9 and hit enter. This will let you specify that you are looking for any chat, email, or document that contains the phrase “Project 9” 10) Next, click on the + Add conditions button to add the date range condition. Select Date from the list and hit Apply. 11) Switch the Date operator from Before to Between and select March 1, 2025 through March 31, 2025 as the date range. 12) Click the Run query button to generate the search estimate. Then click Run Query after selecting any additional options that you may want. 13) After the search has run, the Statistics tab will help you verify whether the relevant content was found. You can also generate a sample of the results by going under the Sample tab and hitting the Generate sample results button. 14) You can export the results of your search after you have verified that the relevant content has been returned by your search by selecting the Export button. Please give your export a name and description. 15) You can choose what format you want the results to be exported in by scrolling down. enshot displays the "Export" settings window from a software application, detailing options for exporting data. Users can choose to include Teams and Viva Engage conversations, organize conversations into an HTML transcript, and collect items linked to SharePoint or OneDrive. Additional settings allow users to select the export type, format the export into PSTs or .msg files, organize data into separate folders, condense paths to fit within 259 characters, and give items a friendly name. In the Export type section, choose one of the following options: Export items report only: Only the summary and item report are created. The various options for organizing data, folder and path structure, condensing paths, and other structures are hidden. Export items with items report: Items are exported with the item report. Other export format options are available with this option in the Export format section. In the Export formatsection, choose one of the following options: Create PSTs for messages: This option creates .pst files for messages. Create .msg files for messages: This option creates .msg files for messages Select one or more of the following output package options: Organize data from different locations into separate folders or PSTs: This option organizes data into separate folders for each data location. Include folder and path of the source: This option includes the original folder and folder path structure for items. Condense paths to fit within 256 characters: This option condenses the folder path for each item to 259 characters or less. Give each item a friendly name: This option creates a friendly name for each item. 16) After you have selected the options for your export, select the Export button. 17) Click the Export button to go to the Export tab. 18) Select your export once the status shows as “Complete” 19) Select the export packages that you wish to download and hit the Download button. Clicking the Download button will kick off a browser download. The new Content Search does not use classic Content Search and eDiscovery (Standard)’s .NET eDiscovery Export Tool application. NOTE: You may have to disable popup blocking depending on your browser settings. The download report relating to the export is named Reports-caseName-EntityName-ProcessName-timestamp.zip. With EntityName being the user given name to the export. This will include several .CSV files including items.csv which provides details of all items exported, including information such as item ID, location of the item, subject/title of the item, item class/type, and success/error status. The .PST files exported will be included in an export package called "PSTs.00x.zip" 20) Files exported (e.g. files stored in OneDrive and SharePoint) will be included in an export package called Items.00x.zip To learn more about the Microsoft Purview eDiscovery and Content Search solutions and become an eDiscovery Ninja, please check out our eDiscovery Ninja Guide at https://aka.ms/eDiscoNinja!
