Implement retention, eDiscovery, and Communication compliance in Microsoft Purview (SC-5007)

Implement and manage retention with Microsoft Purview

• Introduction
• Overview of retention with Microsoft Purview
• Create and configure retention policies
• Create and configure adaptive scopes
• Exercise – Configure static and adaptive retention policies in Microsoft Purview
• Create and publish retention labels
• Apply retention labels across Microsoft 365 services
• Configure event-based retention
• Exercise – Configure retention labels for financial and HR content
• Module assessment
• Summary and resources

Manage records and disposition with Microsoft Purview

• Introduction
• Plan for retention and disposition with retention labels
• Organize retention labels by using file plan
• Create and manage auto-apply retention labels
• Exercise – Auto-apply retention label using a trainable classifier
• Declare records by using retention labels
• Conduct disposition reviews
• Exercise – Configure disposition review for contract retention
• Understand policy and label precedence in Microsoft Purview
• Module assessment
• Summary

Understand Microsoft Purview eDiscovery

• Introduction
• What is eDiscovery?
• Compare the classic and new eDiscovery experiences
• Understand the eDiscovery case lifecycle
• Understand eDiscovery roles and permissions
• Module assessment
• Summary

Create and manage eDiscovery cases

• Introduction
• Configure eDiscovery prerequisites
• Create and manage eDiscovery cases
• Manage case access and permissions
• Configure case settings
• Module assessment
• Summary

Manage data sources and holds in Microsoft Purview eDiscovery

• Introduction
• Understand data sources in eDiscovery
• Select and manage data sources
• Create holds in eDiscovery
• Manage and maintain eDiscovery holds
• Preserve mailbox content and metadata under hold
• Identify and report on mailbox holds
• Module assessment
• Summary

Search for content with Microsoft Purview eDiscovery

• Introduction
• Understand eDiscovery and content search capabilities
• Prerequisites for using eDiscovery in Microsoft Purview
• Create an eDiscovery search
• Conduct an eDiscovery search
• Export eDiscovery search results
• Module assessment
• Summary and resources

Analyze and prepare content in eDiscovery review sets

• Introduction
• Create and manage review sets in eDiscovery
• Search, filter, and view review set content
• Tag and organize content in review sets
• Run analytics on review sets
• Export and reuse review set content
• Use the query report to generate keyword reports (preview)
• Module assessment
• Summary

Detect and address communication risks with Microsoft Purview Communication Compliance

• Introduction
• Understand Microsoft Purview Communication Compliance
• Plan for communication compliance
• Understand the Communication Compliance workflow
• Create communication compliance policies
• Investigate and remediate Communication Compliance alerts
• Use Communication Compliance reports
• Detect and manage risky interactions in AI apps
• Integrate communication compliance with SIEM solutions
• Module assessment
• Summary

Implement retention, eDiscovery, and Communication compliance in Microsoft Purview

• Introduction
• Exercise – Create retention policies
• Exercise – Create and publish retention labels
• Exercise – Conduct an eDiscovery search
• Exercise – Create a communication compliance policy
• Summary

• Basic understanding of data governance and compliance concepts.
• Familiarity with Microsoft Purview and its interface.
• Knowledge of data lifecycle management principles.
• Experience with eDiscovery processes.
• Awareness of communication compliance requirements.