Microsoft 365 Records Management

[@CraigAnderson-hx3jh]

Hi Andy - thank you for this video, it was very helpful. I am looking to roll out Records Management in my organization and have maybe a very basic question. When you choose what locations you apply the retention label to, does it apply to all documents in that location? Regardless of type? For example - everything in a particular OneDrive location (i.e. .doc, .xls, .pdf .ppt, etc.)? And are there any MS tools or doc types that record retention would not work on? Thinking Whiteboards, Loop components, Teams Recordings, Forms...? Again, thank you so much!

[@AndyMaloneMVP]

I would check out the product page 1st and look at the limitations of the product. You can find this on online.microsoft.com.

[@新村起丈]

That is a great video. I have a super basic question. what is difference between retention label and records management ? because it looks like same as the way for creating a label.

[@AndyMaloneMVP]

Records management is the new tool

[@boitumeloleepile8039]

Hi Mr Andy, thank you for the video. Ive gone through the video, my question is, on retention setting I will like to know about retention schedule, for retention tobe active or effective,retention schedule should be compiled, so I need clarity on that. What about retention schedule? Thank you

[@AndyMaloneMVP]

The schedule happens as soon as a document is created. For example I create a doc on the 1st Jan 2021. It will remain until 1st Jan 2022. From there it goes to the first stage recycle bin for 30 days. After that to the second stage for a further 63 days (93 in total). The clock starts to tick either when the doc was created, or amended, or an event takes place depending upon which option you have selected. I hope this helps and thanks so much for the question :-)

[@JonathanMGithumbi]

Very Enlightening

[@danielacker3615]

Great video, thanks

[@jhantudas7608]

Thank you so much it's really grate. I have a question whare we have to assign recode label ? Is like we have to go any document and apply it

[@AndyMaloneMVP]

Recode!! Not sure what you mean. Perhaps you’re talking about a sensitivity label. These can be applied from the compliance Center in Microsoft 365

Hi Andy. Thanks for your videos. I need to ask you, did you apply the disposition after a File Plan setup? How can I do that?

[@AndyMaloneMVP]

Hi, no in this demo I did not apply the disposition. However I will do this in a follow-up demo sometime soon. I hope that you enjoyed the video and thanks again Andy.

@@AndyMaloneMVP Thank you very much for your quick response. I have been searching the net and can't seem to get any information about it.

[@pmd7530]

Great video - thanks Andy. Do you know which of the MS certifications is best aligned to Compliance and Records Management please?

[@AndyMaloneMVP]

SC 400

[@pmd7530]

@@AndyMaloneMVP thank you

[@nwokolohnkeonye4294]

Hello Andy, I am wondering how to attach the documents that is being worked on

[@AndyMaloneMVP]

I’m not sure what you mean by attached. Do you mean attached to email? If so, it’s a point in time attachment.

[@heilpern]

Nice video, thanks, but now you've shown us how to set it up, how does it apply to Outlook? Also, how can you search for a record? Can you add file share locations?

[@AndyMaloneMVP]

Noted

[@mohamedelyamany1153]

Thanks for the great video

[@AndyMaloneMVP]

Thanks kindly and you’re very welcome 😀

[@jennidg]

Andy - thank you so much for these videos, they are very helpful. If someone adds these labels to Outlook items what is being removed? Is it removing outlook messages, or attachments?

[@jennidg]

Just a note, I am VERY new to 365, and we are trying to be more compliant at our small company

[@AndyMaloneMVP]

Hi Jenni Thanks for the comment. Nothing is being removed from the message. But what you can do with the message may be limited, for example Sensitivity & Data Loss Prevention labels may restrict any sensitive data from slipping outside the company. Data Retention labels retain the data for compliance reasons. Data may NOT be deleted, though this depends on the policy that was created.

[@ScarecrowzTube]

Interesting. where i work we're looking at MS 365 to take off from GCdocs. I am wondering if Ms365 will actually be able to do all the things as GCdocs does. e.g. identify records of archival value. In GCdocs, users can select that. how will they in MS365?

[@AndyMaloneMVP]

Indeed Microsoft 365 is quite different from G docs. Although it has many similarities it tends to be more granular in terms of security and compliance features. In 365 you can classify and label documents you can also apply versioning control on documents and you can also mark a document as a record for compliance reasons. I hope this helps.

[@SoNonWoo]

Hi Andy, Is it possible to copy column default value settings? I'd like to do something more efficient than identifying a record per file. Mine is more complex too; I have validity expirations in addition to archival dates. So, I'd like to do something like a document set with a series of folders each with different validity expirations and archival dates I set up some stuff with default value settings by location and some calculated fields, but the metadata doesn't copy. I tried document sets to no avail. Any ideas?

[@AndyMaloneMVP]

No but you can export them

[@hebahmuhammad8607]

Hello Andy, I am looking for sth useful to archive architectural projects..

[@AndyMaloneMVP]

This is an excellent platform. You could combine this with Azure backup.

[@abduraxmaan450]

do you have vid on retention labels

[@AndyMaloneMVP]

This might help kzbin.info/www/bejne/Zn6xaWWhedRpms0