Retention Policy Creation

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

Role Requirements

Procedure Scope: Administrators

Required Group Membership: Admin.Compliance

Handbook Reference

Package: TBD

Domain: TBD

Modifies: TBD

Creating a Data Retention Policy

1. Navigate to the Retention Policies – Purview portal, locate and select the New Retention Policy action.
   
2. You will supply basic identification information such as the Name and Description for the policy. Select Next to proceed.
   
3. Next you will define which type of retention policy you want to configure; either adaptive which will identify items off properties (requires E5 licensure) or static which will look at a specific location for analysis. Select Next to proceed.
   
4. You will apply the areas to which the policy will scan for items. Select Next to proceed.
   
5. You will be prompted to define whether the policy will retain the items indefinitely or for a set time frame with the possibility of deleting the items once it reaches the expiration period. Select Next to procced to revisions.
   
6. The review page will allow you to see all configured settings for the policy, if you detect a discrepancy at this stage make note of the section and select Back to go to the previous sections to make the necessary alterations before finalization. If everything checks out, select Submit to publish the threat policy.
   
7. A final prompt will display that the policy has been created and that it will take some time for the label to generate on the user application side. Select Done to finalize the creation process.
   

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