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DEMO: Publish a Retention Label with a Label Policy
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Difficulty
Intermediate
Duration
25m
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608
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Description

In this course, we take a look at data governance in Microsoft 365 and what it's used for. We’ll take a look at retention labels and retention policies, covering what they are and what they do.

You'll also learn the different ways you can import data into Microsoft 365. Finally, we'll take a look at governance reports in Microsoft 365.

Learning Objectives

By the time you finish this course, you should have a good understanding of data governance in Microsoft 365.

Intended Audience

This course is intended for those who wish to learn about the basics of Data Governance in Microsoft 365.

Prerequisites

To get the most out of this course, you should already have some basic experience with Microsoft 365.

Transcript

Hello, and welcome back. So now that we have the retention one, a retention label created. What we're gonna do here is publish this label with a label policy. Now, to do that I simply switch over to the label policies tab here, and we can see, we don't currently have any policies created.

Now, you'll also notice here there is no button or link that says Create label, or new label, or anything of that nature that you would typically expect. But what you do have here are two options here to publish labels and to auto-apply a label. These buttons are how you create policies.

So, what we're gonna do here is publish a label here, and this is going to allow us to publish the label that we created. Now, from this screen here, there's a little bit of information we need to supply. We need to choose the label. We wanna publish. We need to tell the policy, who we're publishing to. We need to give the policy a name, and then of course we'll review our settings and create the policy.

So, from this choose labels to publish screen, what we do here is click the choose labels to publish. And I'm going to add, and here we can see the labels we have, I'll select retention one and we'll done it. So, now we've told the policy what label we want to publish, so we'll go ahead and next it.

Now, from this choose location screen, we can select who we want to publish to. We can publish the label to all locations, which includes Exchange, Office 365, OneDrive and SharePoint or we could select specific locations. When we select specific locations, these toggle switches become available and they allow us to choose which locations we are going to publish to. For this demonstration here, we'll just publish to all locations, and we'll go ahead and next it.

Now on the screen here, we need to provide a name and description for our policy. The name is the only piece that's mandatory, the description is optional. So, what I'll do here is I'll just call this a label policy one. Usually, you'll make it something descriptive that matches what you're trying to do, but I'm feeling kinda lazy here to be honest.

So, we'll just call it label policy one. And we'll go ahead and next it, then we can review our settings. Notice here that it can take up to a day for labels to appear to our users. And it also notes here that labels will only appear in Outlook and Outlook Web App for mailboxes that have at least 10 mega data.

So, if we're happy with our settings here, we can go ahead and publish labels and there you have it. You now have a label policy, which is publishing the label that we created. And that is how you create a label. That's how you create the label policy. And that's how you publish labels using label policies.

About the Author
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Tom is a 25+ year veteran of the IT industry, having worked in environments as large as 40k seats and as small as 50 seats. Throughout the course of a long an interesting career, he has built an in-depth skillset that spans numerous IT disciplines. Tom has designed and architected small, large, and global IT solutions.

In addition to the Cloud Platform and Infrastructure MCSE certification, Tom also carries several other Microsoft certifications. His ability to see things from a strategic perspective allows Tom to architect solutions that closely align with business needs.

In his spare time, Tom enjoys camping, fishing, and playing poker.