20 minute theater session from Microsoft Ignite 2019 conference. Videos are embedded to show the current ways to automatically apply a retention label.
11. What’s a use-case? Fiscal month folders in Finance library
The Setup…
1. Create ‘Financial info’ retention label
2. Publish to ‘Finance Corner’ SharePoint site
19. What’s a use-case? Retain Exec team content for 10 years
~/sites/Exec
~/sites/ExecutiveTeam
~/sites/ExecutiveCommittees
Site:"https://<tenant>.sharepoint.com/sites/Exec*" NOT filetype:aspx
24. Insert video
The Setup…
1. Create “Project Document” content type across project sites
2. Create “Project” retention label to retain for 5 years after last
modified date
28. Insert Video
The Setup…
1. Add PolicyExpiryDate as metadata to library
2. Map PolicyExpiryDate crawled property to a RefinableDate managed
property
3. Define ‘Corporate Policy’ retention label to retain 7 years after labeled
34. 7 Ways to Auto-apply a Retention label
#2 – Automatically apply at a folder or document set level
#3 – Auto-apply based on a sensitive information type
#4 – Auto-apply based on a keyword query
#5 – Auto-apply based on a content type
#6 – Auto-apply based on a metadata value
#7 – Automatically set using Microsoft Flow
2 3 4 5 6 7
36. My “Don’t shoot the messenger” slide…
Feature covered in session today
Office 365
E3
Office 365
Gov G3
Office 365 E3 +
Advanced
Compliance add-on
Office 365 E5
or
Microsoft 365 E5
Microsoft 365
E5 Compliance
Manually apply label Yes Yes Yes Yes
#1 – Automatically set by library default No Yes Yes Yes
#2 – Automatically set by folder default No Yes Yes Yes
#3 – Auto-apply for sensitive information type No Yes Yes Yes
#4 – Auto-apply for keyword No Yes Yes Yes
#5 – Auto-apply for content type No Yes Yes Yes
#6 – Auto-apply for metadata value No Yes Yes Yes
#7 – Automatically set by Flow Yes Yes Yes Yes
Licensing