Configure Data Management On The Security and Compliance Center On SharePoint Office 365

Welcome to an article on how to configure data management on the security and compliance center on SharePoint Office 365.

You can configure retention policy and online archiving of your data present on Office 365.

If you are a tenant administrator, open your Office portal and click on “Security and Compliance”.



You will reach your security and compliance center.



We have here:

Data management

Retention Policy

Retention policy is necessary for all the organizations as per their data management. It helps you to delete or preserve the data with the constraint of time in the company.



As you can see from the screen above, we have the following ways to manage the retention.

1. Manage retention tags for mailboxes
   
   Here, you can manage the tags on the mailboxes to apply retention. The items that are specified will be used for the retention policy.
   
   
   
   You can apply the retention policy to the entire mailbox or to a default folder applied by the users to the items and folders.
   
   
   
   If you want to add a new policy, click “+” on the view, as the screen shown above.
   
   
   
   
   • Name
     Provide a name
     
     
   • Retention action
     Choose an action if you want to delete or allow the recovery, when this tag is found or permanently deleted or moved to the archive.
     
     
   • Retention Period
     You can set a time period, stating the duration of time the retention should be applied.
     
     
   • Comments
     You can provide your comments here.
   
   Once you've configured your retention tags for mailboxes, your policy will work as expected.
   
   
2. Manage retention policies for mailboxes
   
   Here you can manage the retention policy for your mail boxes on Office 365.
   
   
   
   You can assign the retention policy directly to the mail box from the options, given below on the time lines, as per the screenshot given below:
   
   
   
   Timeline Options are:
   
   
   
   You can also add the tags along with the policy for both to work together.
   
   
3. Assign retention policies to mailboxes
   
   Here, you can assign your custom retention policy to your mail box. This will allow you to assign multiple retention policies to your mail box on your tenant.
   
   
   
   
4. Manage document deletion policies for SharePoint Online and OneDrive for Business
   
   This allows you to manage the retention policy of deleting the documents within the site collection on OneDrive, based on their retention rules or the time interval.
   
   
   
   You can provide a name and a description to the policy and set rules, by clicking “+ New”.
   
   It will open the screen, shown below:
   
   
   
   You can specify the deletion rule here.
   
   
   • Name
     Provide a name to the rule.
     
     
   • Delete action
     Choose whether you want to delete from the recycle bin or permanently delete the documents, after the retention period is met.
     
     
   • Field Value
     Choose the field value from which it should calculate.
     
     
   • Time period
     Specify the time period when the criteria met should delete the document.