Sometimes, you may find implementing Office 365 Retention Policies challenging, regardless of whether you are a newcomer or a qualified code reader. If you are in the same boat, this article is for you, which will satisfy your needs.
Our Trustguide team will provide helpful guidelines and information about how to set up the Office 365 Retention Policies. If you still have questions after contemplating this post, leave your comment below, and we will thoroughly erase your worry.
What Is The Office 365 Retention Policies?
Retention policies and retention labels are created by Microsoft global company to temporarily delete data stored in Office 365, namely folders, pictures, videos, or documents.
Another great function of these two features is to ensure that the sources of personal information deriving from users are stored and cannot be deleted for a specific period.
To sum up, the Office 365 policy is proposed to implement restrictions on all Office 365 items, such as documents or files stored in your computer memory. Besides, it also allows users to apply particular settings for each item automatically or manually .
It is also essential for you to have a worldwide administration permit if you desire to take control of both retention policies and retention labels.
How To Set Up The Office 365 Retention Policies?
There are two ways for you to complete this process:
- Use the Windows compliance center
- Use the Powershell feature
1, Form A Retention Policy Through The Windows Compliance Center
- Step 1: Open your computer and click on the “Microsoft 365” field and the “Compliance Center” section.
- Step 2: Afterward, you need to choose the “Solutions” button by scrolling down the menu, and you will notice it in the left panel.
- Step 3: Select the “Policies” node and press the “+” button to form a new folder.
- Step 4: You can see the “Retention Policy Settings” screen. Fill this field out and press Enter to move to the next step.
- Step 5: You must specify the “Retention Settings” by determining the filing period, type, condition, etc.
- Step 6: Subsequently, you hit the “Create policy” button intending to review settings.
- Step 7: Now select the requirements presented by Microsoft to suit your needs. These conditions include which file format you want to save (PDF or Word), the name of the auto-label, locations for policy application, auto-apply solution, etc.
- Step 8: After the seventh step, you must click the “Submit” button. Suppose you have nailed it, a notification confirming that the Office 365 Retention policy is successfully implemented. Congrats!
2, Form An Office 365 Retention Policy Via The Powershell
- Step 1: Open your computer and search for the “Windows Powershell” feature. Type in the “Powershell” on a browsing bar and choose it to operate.
- Step 2: Afterward, you have to reach the “Security together with Compliance center” by following this code: Connect-IPP.SSession
- Step 3: Then, a message will load, which is similar to the picture below:
- Step 4: Operate the below script in order to create the Microsoft Office 365 Retention policy:
New-Retention/CompliancePolicy -Name “Excel Documents” -SharePoint_Location All
- Step 5: Eventually, you use the following command to apply rules on Windows Excel folders:
New-Retention/ComplianceRule -Policy “Excel_Documents” -Apply_ComplianceTag “Excel documents” -ContentMatchQuery “filetype:xlsx”
The Bottom Line
Hopefully, you now know how to implement the Office 365 Retention Policies after reading this article. If you still have difficulty following our guide, get in touch with our Trustguide site for more detailed instructions.
If you are a beginner, you may feel quite scared at first. But trust us, you will nail it through relentless practice. Hope you will feel accustomed to this process soon.
Thank you for trusting our website, and if you are interested in our sources, please share this useful technical article with your family and friends. Have a nice day, and wish you all the best things!
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