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Channel: March 2023 – Joanne C Klein
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My Purview Data Lifecycle and Records Management Tip Sheets

Reading Time: 2 minutes As an independent consultant specializing in Microsoft Purview, I spend a lot of time with my customers explaining, summarizing, and demonstrating the capabilities. The...

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Structured Document Processing Model with Microsoft Syntex

Reading Time: 3 minutes As of March 2023, here are the types of custom Microsoft Syntex models you can build to classify documents in SharePoint (this post is aboutContinue reading

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A SharePoint Content Type DLP Policy

Reading Time: 4 minutes [Updated March 2023] This capability is now available within the Purview DLP UI. Although the PowerShell technique I describe in this post will certainly stillContinue reading

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Microsoft 365 Fiscal Year Retention | Event-based Auto-apply

Reading Time: 9 minutes This is the fourth post in my Blog Post series, Microsoft 365 Fiscal Year Retention, and its purpose is to demonstrate one of the waysContinue reading

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A Records Manager’s guide to Auto-applying Retention Labels using SharePoint IA

Reading Time: 2 minutes I talk to many compliance professionals who are in the throes of reviewing their retention schedules with the intent of making it “software ready” forContinue reading

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