In this Blog I am going to show you how we can set the Retention Label Policies to your O365 environment using Microsoft 365 Security and Compliance Center.
As the first phase lets setup and Create Retention labels
Step 1-Log in to the Microsoft 365 security center using your Global Admin user account.
Step 2- When you are in the Home Page of Microsoft 365 security, on to your left side corner menu Click Classification > Click Retention labels.
Step 3- Next lets Click Create a label tab as follows.
Step 4- On the Name your label page, type a meaningful name, description and then Click Next.
Step 5- Click Next while leaving the fields blank in the File plan descriptors menu. The reason is to test this retention label, these fields are not a must
Step 6- On the Label settings page, if needed, set Retention to On, and I have configured the “Dont Retain the Content, just delete it if its older than 1 Day” and then Click Next.
Step 7- Review your settings page, Verify all the setting you configured so far and Click Create the label Tab.
Step 8- Next is to Publish the created label. TO do so, Click the created Label and Click Publish labels.
Step 9- On the next page which is in the Choose labels to publish page, Click Next.
Step 10- Click Next on the Choose locations pane while leaving the default settings as it is.
Step 11- Under the Name your policy page, just type meaningful name with a description and then B Next.
Step 12-Click Publish labels on the Review your settings page.
Note: Once you publish the label, it might take sometime to appear in your applications.
On the Next phase lets apply retention labels to documents in Sharepoint.
This is a manual process which we going to set the retention label to a document.
Lets create separate site in our SharePoint online. As follows.
Step 13- Login to Office 365 portal using your global administrator account .and Click Create Site.
Step 14- On the Create a site menu, Click Team site option as follows
.
Step 15-Type a meaningful name for the Site Name.
Step 16- Also provide descriptive information in Team site description box and Select Private – only members can access this site. Click Next.
Step 17- Click Finish in the Who do you want to add? Pane while leaving the fields blank.
Step 18- Now lets go to the Documents folder of the Retention-Files team site for the Sensitive retention label. Next in the Retention-Files Site, Click Documents as follows.
Step 19- Next Click the settings icon, and then click Library settings as follows..
Step 20- On the Library Settings menu Under Permissions and Management, Click Apply label to items in this list or library.
Step 21- On the Settings-Apply Label menu, Select Retention Label You created from the dropdown menu Click Save.
Next, create a new document in the SensitiveFiles site and change its retention label.
Step 22- Go back to the Document folder and Click New >Select Word document or anything you prefer and add some content in to the document and wait till it saved automatically.
Select the Document you created and then Click Open the Details Pane > Properties > Apply retention label, You will visible that the document had the Retention-Public label automatically applied.
This way you can create multiple retention labels and apply them to your O365, SharePoint, One Drive using Microsoft 365 Security and Compliance Center.
Hasitha Willarachchi 