Data Retention Policy Modification Procedure

This admin procedure will provide background information on modifying an existing data retention policy.

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 Policies

A retention policy in Microsoft Purview is a set of rules that determines how long to keep data and what actions to take when the data reaches a certain age. There are different types of retention policies for different data sources and scenarios.


Procedure Scope: Administrators

Required Group Membership: Admin.Compliance


Modifying a Data Retention Policy

  1. Navigate to Retention Policies – Purview, locate the policy you wish to alter. Select the Edit button to begin the modification process.
  2. Upon opening the policy, all the information of the policy will be displayed. 4 points of interest will be available to Edit. You can modify the sections as needed.
    1. Name: Adjusts the non-functional elements of the policy, only Description is available for modification.
    2. Type: Specifies the way items will be enforced, either on a set platform or if they contain similar properties to what has been outlined. This setting cannot be modified after its initial creation.
    3. Location: Specifies the data container locations that the retention policy will be enforced.
    4. Retention Settings: Specify how you want the retention policy to handle the data; keeping it indefinitely or keeping it for a specified timeframe then deleting it. This setting cannot be modified after its initial creation.
  3. Once the necessary change has been made, the last step is to finalize revisions by selecting Submit.
  4. A final prompt will notify you that the label has been updated, select Done to finalize the modification process.

You're Finished!

You should have successfully modified an existing data retention policy that will apply to the specified data location such as Outlook or SharePoint and be applied when the mail or item matches the specified criteria. For any other problems or questions, reach out to us!