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      Data Retention Label Creation Procedure

      This admin procedure will provide background information on creating a data retention label that will be applied to a specified data type and location that will aid in compliance policies revolving around retention and deletion of data.

      This article is intended for employees of organizations that use Sittadel's security. Additionally, there are some actions that can only be accomplished by those with administrative privileges.

      Retention Labels

      Retention labels are labels that you can apply to data in SharePoint, OneDrive, Teams, and Exchange. They ensure that data is retained for a required timeframe and define if content should be locked as a record in the meantime and if it should be deleted after the retention period has ended.

       

      Procedure Scope: Administrators

      Required Group Membership: Admin.Compliance

       

      Creating a Data Retention Label

      1. Navigate to Retention Labels – Purview, select Create a Label.
      2. You will be redirected to a new page, supply the rule with some basic information such as name and description of its purpose. Select Next to continue.
      3. Next you will be able to configure retention handling; this involves how items will be labeled, how long they will be held for, and how end users can interact with the items after they have been labeled. Select Next to proceed.
      4. You will be asked to specify the retention period of the item. Select Next to continue.
      5. Next you will be able to configure what will happen to the items the retention period has expired. Select Next to proceed to revisions.
      6. At the revisions page, if you detect a discrepancy select the Edit button below the section that contains the incorrect information. If everything checks out, select Create Label to finalize the creation process.
      7. A final prompt will display that the policy has been created, you will need to specify the next steps for your created policy. Select Done to finalize the creation process.

      You're Finished!

      You should have successfully created a new data retention label that will apply to the specified data location such as Outlook or SharePoint and be applied when the item is leaving the specified container. For any other problems or questions, reach out to us!