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SC-5007 Implement retention, eDiscovery, and communication compliance in Microsoft Purview

Organizations face growing demands around data retention and auditability. Microsoft Purview provides the tools to implement retention, eDiscovery, and communication compliance in a structured way.

Key topics

  • Understanding and configuring retention rules in a structured way.
  • Creating, managing, and evaluating eDiscovery cases.
  • Monitoring communication and setting up compliance policies.
  • Using AI-driven features in Microsoft Purview effectively.
  • Ensuring compliant processes and full traceability.

Prerequisite
Basic knowledge of Microsoft environments and an understanding of data protection and compliance requirements will help you get started.

Target group
Suitable for compliance officers, IT administrators, and legal professionals who work with Purview in an organizational context.

Microsoft Purview turns complex governance requirements into manageable processes – and helps organizations handle data securely, transparently, and with full accountability.

Course content
  • Tasks and objectives of data lifecycle management
  • Creating and customizing retention policies
  • Defining and assigning retention labels
  • Setting policies for manual labeling
  • Setting up automated labeling
  • Importing data for lifecycle management
  • Monitoring and troubleshooting in DLM
  • Knowledge check and summary
  • Basics of records management
  • Overview of features and objectives
  • Importing the file plan and classification structure
  • Configuring labels for records
  • Linking retention to events
  • Maintaining, reviewing, and monitoring records
  • Wrap-up and knowledge review
  • Core concepts and use cases for eDiscovery
  • Setting up and running eDiscovery in a structured way
  • Creating, organizing, and tracking cases
  • Including data sources with and without retention obligations
  • Reviewing content and securing results
  • Knowledge check and summary
  • Goals and core concepts of communication compliance
  • Structured planning of compliance requirements
  • Identifying gaps and improving processes
  • Defining and activating policies
  • Evaluating alerts and addressing violations

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